Empirical Financial Services, LLC D.b.a. Empirical Wealth Management
CIK Number: 0001510434
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MTUM | iShares MSCI US... | 229.92 | -0.78% | 995.99K | +3.69% | 206.09M | 164.44 | 5.59% |
| 2 | VTIP | Vanguard Short-... | 50.02 | +0.19% | 3.73M | +5.17% | 180.56M | 49.26 | 4.90% |
| 3 | QUAL | iShares MSCI US... | 177.75 | -0.98% | 958.35K | +13.80% | 170.66M | 130.54 | 4.63% |
| 4 | VCSH | Vanguard Short-... | 78.91 | +0.04% | 2.16M | +3.33% | 168.24M | 79.39 | 4.56% |
| 5 | AAPL | Apple Inc. | 195.57 | -1.44% | 454.54K | +3.13% | 113.83M | 135.65 | 3.09% |
| 6 | DFUV | Dimensional US ... | 41.24 | -0.88% | 2.64M | +6.48% | 107.84M | 34.14 | 2.93% |
| 7 | IQLT | iShares MSCI In... | 42.22 | -1.18% | 2.88M | +5.93% | 106.95M | 32.93 | 2.90% |
| 8 | VCIT | Vanguard Interm... | 81.71 | +0.23% | 1.23M | +3.79% | 98.67M | 85.78 | 2.68% |
| 9 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 679.76K | +48.68% | 91.29M | 72.21 | 2.48% |
| 10 | EFV | iShares MSCI EA... | 61.92 | -1.31% | 1.65M | +4.35% | 86.75M | 46.22 | 2.35% |
| 11 | IEMG | iShares Core MS... | 57.92 | -1.25% | 1.65M | +1.53% | 86.19M | 51.69 | 2.34% |
| 12 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 191.44K | +1.69% | 80.69M | 215.62 | 2.19% |
| 13 | SJNK | SPDR Bloomberg ... | 25.17 | -0.12% | 2.85M | +4.14% | 71.97M | 26.51 | 1.95% |
| 14 | DFIV | Dimensional Int... | 42.60 | -1.14% | 1.84M | +4.53% | 65.26M | 32.59 | 1.77% |
| 15 | VGSH | Vanguard Short-... | 58.49 | +0.07% | 964.86K | +6.40% | 56.14M | 60.39 | 1.52% |
| 16 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 89.94K | -3.05% | 52.71M | 384.6 | 1.43% |
| 17 | META | Meta Platforms,... | 697.17 | -0.7% | 83.47K | +7.98% | 48.87M | 419.05 | 1.33% |
| 18 | VTV | Vanguard Value ... | 172.71 | -0.87% | 284.42K | +0.15% | 48.15M | 113.48 | 1.31% |
| 19 | DFAT | Dimensional U.S... | 52.49 | -1.14% | 858.36K | +1.43% | 47.78M | 44.62 | 1.30% |
| 20 | VEA | Vanguard Develo... | 55.73 | -1.28% | 838.83K | +12.13% | 40.11M | 46.78 | 1.09% |
| 21 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 181.73K | +3.33% | 39.87M | 133.09 | 1.08% |
| 22 | AVDV | Avantis Interna... | 78.34 | -0.7% | 527.23K | +5.10% | 34.31M | 59.21 | 0.93% |
| 23 | VNQ | Vanguard Real E... | 89.56 | -0.38% | 371.96K | -4.55% | 33.13M | 83.35 | 0.90% |
| 24 | COST | Costco Wholesal... | 977.59 | -0.69% | 31.17K | -1.12% | 28.56M | 435.15 | 0.77% |
| 25 | DFAC | Dimensional U.S... | 34.70 | -0.89% | 754.48K | +1.18% | 26.1M | 27.13 | 0.71% |
| 26 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 64.39K | +2.59% | 26M | 224.79 | 0.71% |
| 27 | AVUV | Avantis U.S. Sm... | 89.36 | -0.9% | 265.79K | +12.41% | 25.66M | 85.89 | 0.70% |
| 28 | VSS | Vanguard FTSE A... | 130.28 | -0.94% | 217.51K | +1.98% | 24.9M | 109.53 | 0.68% |
| 29 | VBR | Vanguard Small ... | 189.47 | -1.04% | 115.91K | -2.64% | 22.97M | 143.8 | 0.62% |
| 30 | ESGD | iShares ESG Awa... | 86.59 | -1.42% | 295.07K | +2.01% | 22.47M | 68.89 | 0.61% |
| 31 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 372.11K | +26.86% | 22.03M | 53.03 | 0.60% |
| 32 | SCHC | Schwab Internat... | 41.11 | -0.92% | 589.54K | +5.29% | 20.24M | 33.69 | 0.55% |
| 33 | DFAS | Dimensional U.S... | 61.76 | -1.07% | 307.68K | +1.53% | 20.02M | 58.01 | 0.54% |
| 34 | OZ | Belpointe PREP,... | 66.00 | 0.00% | 256.34K | -2.24% | 19.84M | 88.98 | 0.54% |
| 35 | STIP | iShares 0-5 Yea... | 102.37 | +0.20% | 196.07K | +7.21% | 19.72M | 98.15 | 0.54% |
| 36 | NVR | NVR, Inc. | 6984.28 | -3.28% | 2.4K | +1.44% | 19.62M | 4856.67 | 0.53% |
| 37 | FPE | First Trust Pre... | 17.71 | +0.08% | 1.09M | +3.04% | 19.35M | 19 | 0.53% |
| 38 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 100.23K | +5.24% | 19.09M | 111.44 | 0.52% |
| 39 | ACGL | Arch Capital Gr... | 90.11 | -1.12% | 197.11K | +3.50% | 18.2M | 54.29 | 0.49% |
| 40 | MCK | McKesson Corpor... | 724.11 | +0.63% | 31.8K | +13.29% | 18.12M | 493.54 | 0.49% |
| 41 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 100.99K | +1.19% | 16.83M | 110.01 | 0.46% |
| 42 | BLK | BlackRock, Inc. | 968.44 | -1.39% | 16.3K | +100.00% | 16.71M | 1025.11 | 0.45% |
| 43 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 686.13K | +197.04% | 15.9M | 11.22 | 0.43% |
| 44 | VTI | Vanguard Total ... | 293.93 | -0.86% | 54.23K | +3.90% | 15.72M | 173.11 | 0.43% |
| 45 | SCHE | Schwab Emerging... | 29.38 | -1.26% | 588.48K | +4.47% | 15.67M | 26.13 | 0.43% |
| 46 | NULV | Nuveen ESG Larg... | 40.65 | -0.89% | 392.22K | +3.12% | 15.44M | 34.38 | 0.42% |
| 47 | SCHF | Schwab Internat... | 21.61 | -1.35% | 829.11K | +108.65% | 15.34M | 17.94 | 0.42% |
| 48 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 85.09K | +7.81% | 15.12M | 148.53 | 0.41% |
| 49 | HYMB | SPDR Nuveen Blo... | 24.68 | +0.18% | 586.86K | +4.77% | 15.01M | 26.3 | 0.41% |
| 50 | MGC | Vanguard Mega C... | 217.08 | -0.87% | 69.94K | +6.50% | 14.87M | 163.3 | 0.40% |
| 51 | VV | Vanguard Large ... | 275.64 | -0.95% | 54.18K | -0.5% | 14.61M | 90.67 | 0.40% |
| 52 | HPQ | HP Inc. | 24.30 | -0.9% | 446.85K | +4.33% | 14.58M | 29.71 | 0.40% |
| 53 | CARR | Carrier Global ... | 69.78 | -1.78% | 205.65K | +3.58% | 14.04M | 56.08 | 0.38% |
| 54 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 71.54K | +6.72% | 13.54M | 116.01 | 0.37% |
| 55 | IWC | iShares Micro-C... | 123.09 | -0.84% | 102.48K | +0.24% | 13.36M | 97.52 | 0.36% |
| 56 | MGK | Vanguard Mega C... | 351.01 | -0.85% | 38.71K | +7.09% | 13.29M | 249.43 | 0.36% |
| 57 | GILD | Gilead Sciences... | 108.12 | -2.45% | 142.17K | +3.93% | 13.13M | 79.01 | 0.36% |
| 58 | VNQI | Vanguard Global... | 44.81 | -0.36% | 328.14K | +7.98% | 12.98M | 45.92 | 0.35% |
| 59 | VB | Vanguard Small ... | 230.11 | -0.97% | 53.05K | -1.01% | 12.75M | 173.02 | 0.35% |
| 60 | FEM | First Trust Eme... | 24.32 | -1.02% | 569.21K | +2.48% | 12.54M | 21.79 | 0.34% |
| 61 | ADBE | Adobe Inc. | 382.68 | -4.74% | 28.16K | -1.14% | 12.52M | 496.5 | 0.34% |
| 62 | BLDR | Builders FirstS... | 108.02 | -3.31% | 87.29K | -2.26% | 12.48M | 146.44 | 0.34% |
| 63 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 23.64K | +13.70% | 12.09M | 327.92 | 0.33% |
| 64 | MGV | Vanguard Mega C... | 128.10 | -0.89% | 96.38K | +3.81% | 12.04M | 101.35 | 0.33% |
| 65 | AZO | AutoZone, Inc. | 3601.49 | -0.05% | 3.63K | +8.66% | 11.61M | 2072.51 | 0.32% |
| 66 | EFG | iShares MSCI EA... | 108.29 | -1.34% | 117.38K | +8.64% | 11.37M | 97.82 | 0.31% |
| 67 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 254.05K | +2.06% | 11.19M | 42 | 0.30% |
| 68 | RS | Reliance Steel ... | 309.48 | +1.20% | 40.9K | +7.83% | 11.01M | 261.58 | 0.30% |
| 69 | AMAT | Applied Materia... | 174.19 | -1.34% | 67.34K | +12.26% | 10.95M | 150.44 | 0.30% |
| 70 | EWX | SPDR S&P Emergi... | 60.84 | -0.95% | 184.56K | +1.53% | 10.82M | 44.42 | 0.29% |
| 71 | IJR | iShares Core S&... | 105.81 | -1.09% | 92.82K | +5.99% | 10.69M | 103.89 | 0.29% |
| 72 | ESML | iShares ESG Awa... | 40.01 | -1.06% | 253.81K | +0.01% | 10.67M | 33.25 | 0.29% |
| 73 | SCHV | Schwab U.S. Lar... | 27.02 | -0.83% | 401.61K | +190.20% | 10.47M | 17.87 | 0.28% |
| 74 | DOX | Amdocs Limited | 92.83 | -0.63% | 122.47K | +16.36% | 10.43M | 92.79 | 0.28% |
| 75 | SCHA | Schwab U.S. Sma... | 24.52 | -1.07% | 402.87K | +96.60% | 10.42M | 22.96 | 0.28% |
| 76 | VFMO | Vanguard U.S. M... | 165.36 | -0.77% | 62.66K | -0.93% | 10.3M | 118.24 | 0.28% |
| 77 | VYM | Vanguard High D... | 130.07 | -0.9% | 77.89K | +3.09% | 9.94M | 94.21 | 0.27% |
| 78 | ESGE | iShares ESG Awa... | 37.72 | -1.4% | 297.04K | -0.69% | 9.92M | 34.9 | 0.27% |
| 79 | AFL | Aflac Incorpora... | 101.98 | -0.72% | 95.16K | +7.78% | 9.84M | 77.83 | 0.27% |
| 80 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 66.59K | -2.41% | 9.63M | 141.92 | 0.26% |
| 81 | UPS | United Parcel S... | 99.72 | -1.36% | 75.05K | +15.36% | 9.46M | 155.41 | 0.26% |
| 82 | IVV | iShares Core S&... | 598.51 | -0.87% | 15.13K | -2.05% | 8.91M | 341.31 | 0.24% |
| 83 | NUMV | Nuveen ESG Mid-... | 35.15 | -1.08% | 253.29K | -2.31% | 8.82M | 30.77 | 0.24% |
| 84 | DELL | Dell Technologi... | 115.92 | +1.92% | 74.33K | -9.53% | 8.57M | 64.19 | 0.23% |
| 85 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 36.26K | +1.71% | 8.41M | 108.41 | 0.23% |
| 86 | VOE | Vanguard Mid-Ca... | 161.54 | -0.79% | 51.55K | +9.28% | 8.34M | 148.7 | 0.23% |
| 87 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 9.1K | -38.29% | 8.11M | 618.11 | 0.22% |
| 88 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 74.22K | +10.20% | 7.98M | 102.28 | 0.22% |
| 89 | V | Visa Inc. | 357.69 | +0.62% | 24.87K | +16.50% | 7.86M | 193.69 | 0.21% |
| 90 | PHM | PulteGroup, Inc... | 98.69 | -3.64% | 72.06K | +4.76% | 7.85M | 94.59 | 0.21% |
| 91 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 14.49K | +8.72% | 7.81M | 379.4 | 0.21% |
| 92 | DWX | SPDR S&P Intern... | 41.95 | -0.66% | 222.9K | +1.73% | 7.79M | 37.41 | 0.21% |
| 93 | SCHW | The Charles Sch... | 88.94 | -0.03% | 104.83K | +3.54% | 7.76M | 62.1 | 0.21% |
| 94 | FNDF | Schwab Fundamen... | 39.20 | -1.27% | 231.14K | +8.16% | 7.68M | 27.65 | 0.21% |
| 95 | ESGU | iShares ESG Awa... | 130.36 | -0.85% | 58.55K | -3.89% | 7.54M | 89.82 | 0.20% |
| 96 | CVX | Chevron Corpora... | 148.85 | +1.93% | 51.79K | -2% | 7.5M | 144.8 | 0.20% |
| 97 | SPIB | SPDR Portfolio ... | 33.23 | +0.15% | 228.76K | +11.33% | 7.49M | 32.72 | 0.20% |
| 98 | SPSB | SPDR Portfolio ... | 30.02 | +0.02% | 249.96K | +25.31% | 7.46M | 29.72 | 0.20% |
| 99 | SHM | SPDR Nuveen Blo... | 47.67 | +0.09% | 155.7K | +0.88% | 7.38M | 47.19 | 0.20% |
| 100 | HD | The Home Depot,... | 348.70 | -1.37% | 18.03K | +8.38% | 7.01M | 306.56 | 0.19% |
| 101 | CI | Cigna Corporati... | 312.35 | -0.66% | 23.82K | +4.61% | 6.58M | 297.71 | 0.18% |
| 102 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 26.84K | +18.11% | 6.43M | 160.98 | 0.17% |
| 103 | IPG | The Interpublic... | 23.01 | -2% | 228.56K | +10.46% | 6.4M | 34.14 | 0.17% |
| 104 | VOT | Vanguard Mid-Ca... | 270.97 | -0.87% | 25K | +10.66% | 6.34M | 231.97 | 0.17% |
| 105 | FTSL | First Trust Sen... | 45.98 | +0.09% | 134.36K | -3.72% | 6.21M | 44.32 | 0.17% |
| 106 | HYD | VanEck High Yie... | 49.88 | +0.23% | 118.92K | -0.6% | 6.17M | 54.54 | 0.17% |
| 107 | SUB | iShares Short-T... | 106.10 | +0.04% | 55.4K | +8.40% | 5.84M | 104.8 | 0.16% |
| 108 | SWKS | Skyworks Soluti... | 71.53 | -0.63% | 64.79K | -0.96% | 5.75M | 107.03 | 0.16% |
| 109 | LRCX | Lam Research Co... | 92.70 | -0.76% | 78.82K | +100.00% | 5.69M | 72.23 | 0.15% |
| 110 | LLY | Eli Lilly and C... | 791.46 | -2% | 7.36K | +1.27% | 5.68M | 501.37 | 0.15% |
| 111 | MUB | iShares Nationa... | 104.08 | +0.11% | 52.47K | -1.83% | 5.59M | 108.97 | 0.15% |
| 112 | LEN | Lennar Corporat... | 104.66 | -4.41% | 40.86K | +2.98% | 5.57M | 140.49 | 0.15% |
| 113 | WSO | Watsco, Inc. | 423.31 | -1.47% | 11.53K | +11.56% | 5.46M | 411.89 | 0.15% |
| 114 | OMC | Omnicom Group I... | 69.20 | -2.07% | 60.72K | +5.89% | 5.22M | 93.51 | 0.14% |
| 115 | LOAR | Loar Holdings I... | 81.01 | -1.28% | 68.37K | +100.00% | 5.05M | 73.91 | 0.14% |
| 116 | DEM | WisdomTree Emer... | 44.88 | -1.23% | 124.27K | +5.96% | 5.03M | 40.96 | 0.14% |
| 117 | ANET | Arista Networks... | 89.66 | -5.71% | 44.89K | +100.00% | 4.96M | 110.53 | 0.13% |
| 118 | HOLX | Hologic, Inc. | 64.18 | -1.53% | 68.43K | +11.37% | 4.93M | 77.97 | 0.13% |
| 119 | DHR | Danaher Corpora... | 195.80 | -2.64% | 21.03K | -17.29% | 4.83M | 241.83 | 0.13% |
| 120 | DES | WisdomTree U.S.... | 31.13 | -0.8% | 139.4K | +5.61% | 4.79M | 27.39 | 0.13% |
| 121 | IJS | iShares S&P Sma... | 96.41 | -1.36% | 43.4K | 0.00% | 4.71M | 69.13 | 0.13% |
| 122 | PG | The Procter & G... | 158.46 | -1.5% | 27.72K | +2.85% | 4.65M | 127.57 | 0.13% |
| 123 | JBL | Jabil Inc. | 196.64 | +8.75% | 32.1K | +6.63% | 4.62M | 98.72 | 0.13% |
| 124 | T | AT&T Inc. | 27.64 | -1.16% | 200.87K | +12.44% | 4.57M | 18.09 | 0.12% |
| 125 | HIG | The Hartford Fi... | 125.43 | -0.34% | 38.25K | +7.08% | 4.18M | 78.89 | 0.11% |
| 126 | VSGX | Vanguard ESG In... | 63.94 | -1.26% | 72.46K | -5.52% | 4.11M | 56.18 | 0.11% |
| 127 | DFUS | Dimensional U.S... | 64.76 | -0.87% | 63.33K | -2.93% | 4.04M | 47.3 | 0.11% |
| 128 | MCD | McDonald's Corp... | 292.33 | -1.33% | 13.73K | -4.13% | 3.98M | 238.63 | 0.11% |
| 129 | SCCO | Southern Copper... | 95.36 | -1.13% | 43.51K | +12.43% | 3.96M | 79.03 | 0.11% |
| 130 | BAC | Bank of America... | 44.23 | -0.41% | 87.53K | +16.08% | 3.85M | 34.59 | 0.10% |
| 131 | WMT | Walmart Inc. | 94.21 | -0.08% | 42.57K | +7.91% | 3.85M | 55.91 | 0.10% |
| 132 | CAT | Caterpillar Inc... | 357.72 | -1.3% | 10.49K | +6.93% | 3.81M | 259.99 | 0.10% |
| 133 | DLS | WisdomTree Inte... | 73.34 | -0.58% | 60.43K | +4.38% | 3.8M | 62.6 | 0.10% |
| 134 | SBUX | Starbucks Corpo... | 91.60 | -2.01% | 40.68K | +5.83% | 3.71M | 90.2 | 0.10% |
| 135 | MRK | Merck & Co., In... | 78.33 | -3.25% | 37.21K | +7.70% | 3.7M | 100.74 | 0.10% |
| 136 | SCHZ | Schwab U.S. Agg... | 22.96 | +0.34% | 159.02K | +86.93% | 3.61M | 25.26 | 0.10% |
| 137 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 23.61K | +8.75% | 3.59M | 156.8 | 0.10% |
| 138 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 6.92K | +1.96% | 3.5M | 449.38 | 0.09% |
| 139 | AMGN | Amgen Inc. | 290.07 | -1.86% | 13.31K | +2.53% | 3.47M | 272.74 | 0.09% |
| 140 | SCHH | Schwab U.S. REI... | 21.23 | -0.31% | 163.94K | -9.99% | 3.45M | 19.84 | 0.09% |
| 141 | FNDE | Schwab Fundamen... | 32.55 | -1.11% | 118.81K | +3.91% | 3.45M | 26.05 | 0.09% |
| 142 | COLB | Columbia Bankin... | 21.96 | -2.77% | 127.02K | 0.00% | 3.43M | 21 | 0.09% |
| 143 | WEC | WEC Energy Grou... | 103.99 | -0.15% | 35.45K | -6.17% | 3.33M | 84.16 | 0.09% |
| 144 | ACN | Accenture plc | 312.02 | -0.73% | 9.19K | +6.71% | 3.23M | 272.51 | 0.09% |
| 145 | EXPD | Expeditors Inte... | 113.76 | -1.17% | 29.02K | +12.68% | 3.21M | 110.93 | 0.09% |
| 146 | BSCQ | Invesco BulletS... | 19.54 | -0.03% | 161.29K | +1.57% | 3.13M | 20.06 | 0.09% |
| 147 | STLD | Steel Dynamics,... | 133.04 | +0.70% | 27.37K | +9.12% | 3.12M | 116.35 | 0.08% |
| 148 | BSCP | Invesco BulletS... | 20.73 | +0.02% | 151.18K | +1.66% | 3.12M | 20.94 | 0.08% |
| 149 | ADP | Automatic Data ... | 307.57 | -0.11% | 10.63K | -21.63% | 3.11M | 197.17 | 0.08% |
| 150 | BSCR | Invesco BulletS... | 19.63 | +0.03% | 159.31K | +2.09% | 3.1M | 20.57 | 0.08% |