Empirical Services, D.b.a. Empirical Wealth Management 13F annual report
Empirical Services, D.b.a. Empirical Wealth Management is an investment fund managing more than $3.29 trillion ran by Justin Buller. There are currently 394 companies in Mr. Buller’s portfolio. The largest investments include Ishares Tr and Vanguard Malvern Fds, together worth $788 billion.
Limited to 30 biggest holdings
$3.29 trillion Assets Under Management (AUM)
As of 2nd August 2024, Empirical Services, D.b.a. Empirical Wealth Management’s top holding is 7,514,234 shares of Ishares Tr currently worth over $628 billion and making up 19.1% of the portfolio value.
In addition, the fund holds 3,297,294 shares of Vanguard Malvern Fds worth $160 billion.
The third-largest holding is Vanguard Scottsdale Fds worth $300 billion and the next is NVIDIA Corp worth $107 billion, with 869,278 shares owned.
Currently, Empirical Services, D.b.a. Empirical Wealth Management's portfolio is worth at least $3.29 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Empirical Services, D.b.a. Empirical Wealth Management
The Empirical Services, D.b.a. Empirical Wealth Management office and employees reside in Seattle, Washington. According to the last 13-F report filed with the SEC, Justin Buller serves as the Chief Compliance Officer at Empirical Services, D.b.a. Empirical Wealth Management.
Recent trades
In the most recent 13F filing, Empirical Services, D.b.a. Empirical Wealth Management revealed that it had opened a new position in
Emcor and bought 4,844 shares worth $1.77 billion.
This means they effectively own approximately 0.1% of the company.
Emcor makes up
3.3%
of the fund's Industrials sector allocation and has grown its share price by 64.5% in the past year.
The investment fund also strengthened its position in Ishares Tr by buying
447,240 additional shares.
This makes their stake in Ishares Tr total 7,514,234 shares worth $628 billion.
On the other hand, there are companies that Empirical Services, D.b.a. Empirical Wealth Management is getting rid of from its portfolio.
Empirical Services, D.b.a. Empirical Wealth Management closed its position in United Therapeutics Corp on 9th August 2024.
It sold the previously owned 4,880 shares for $1.07 billion.
Justin Buller also disclosed a decreased stake in Apple Inc by 0.2%.
This leaves the value of the investment at $101 billion and 478,629 shares.
One of the largest hedge funds
The two most similar investment funds to Empirical Services, D.b.a. Empirical Wealth Management are First Horizon Advisors and Fort Pitt Capital Group. They manage $3.29 trillion and $3.29 trillion respectively.
Justin Buller investment strategy
Empirical Services, D.b.a. Empirical Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 12.1% of
the total portfolio value.
The fund focuses on investments in the United States as
55.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
47% of the total holdings value.
On the other hand, small-cap stocks make up only 1.3% of the portfolio.
The average market cap of the portfolio companies is close to $87.5 billion.
The complete list of Empirical Services, D.b.a. Empirical Wealth Management trades based on 13F SEC filings
These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
6.33%
7,514,234
|
$627,968,946,000 | 19.08% |
| Vanguard Malvern Fds |
7.08%
3,297,294
|
$160,050,655,000 | 4.86% |
| Vanguard Scottsdale Fds |
3.45%
4,062,359
|
$300,062,897,000 | 9.12% |
| NVIDIA Corp |
425.81%
869,278
|
$107,390,577,000 | 3.26% |
| Apple Inc |
24.79%
478,629
|
$100,808,751,000 | 3.06% |
| Dimensional Etf Trust |
3.03%
5,969,305
|
$241,403,016,000 | 7.34% |
| Ishares Inc |
0.09%
2,127,656
|
$104,924,137,000 | 3.19% |
| Microsoft Corporation |
16.20%
193,242
|
$86,369,314,000 | 2.62% |
| Spdr Ser Tr |
1.16%
3,817,150
|
$105,428,870,000 | 3.20% |
| Spdr Sp 500 Etf Tr |
1.66%
92,602
|
$50,395,736,000 | 1.53% |
| Vanguard Index Fds |
3.20%
1,235,622
|
$177,099,406,000 | 5.38% |
| Meta Platforms Inc |
139.92%
82,338
|
$41,516,478,000 | 1.26% |
| Vanguard Tax-managed Fds |
4.38%
733,708
|
$36,259,846,000 | 1.10% |
| American Centy Etf Tr |
12.96%
719,051
|
$51,976,712,000 | 1.58% |
| Amazon.com Inc. |
2.22%
156,793
|
$30,300,344,000 | 0.92% |
| Costco Whsl Corp New |
18.24%
32,560
|
$27,675,409,000 | 0.84% |
| Vanguard Intl Equity Index F |
2.58%
907,655
|
$55,912,876,000 | 1.70% |
| Schwab Strategic Tr |
7.04%
2,837,968
|
$113,092,489,000 | 3.44% |
| First Tr Exch Traded Fd Iii |
1.22%
1,152,784
|
$20,095,159,000 | 0.61% |
| Arch Cap Group Ltd |
1.58%
180,919
|
$18,252,918,000 | 0.55% |
| Alphabet Inc |
6.94%
171,741
|
$31,403,818,000 | 0.95% |
| NVR Inc. |
5.40%
2,227
|
$16,899,724,000 | 0.51% |
| Dell Technologies Inc |
34.93%
114,159
|
$15,743,649,000 | 0.48% |
| Mckesson Corporation |
303.39%
25,087
|
$14,651,905,000 | 0.45% |
| First Tr Exch Trd Alphdx Fd |
4.41%
587,997
|
$14,076,658,000 | 0.43% |
| Adobe Inc |
0.38%
25,304
|
$14,057,554,000 | 0.43% |
| Nushares Etf Tr |
1.20%
671,042
|
$24,196,941,000 | 0.74% |
| HP Inc |
19.48%
393,615
|
$13,784,999,000 | 0.42% |
| Tesla Inc |
57.06%
69,172
|
$13,687,825,000 | 0.42% |
| Oracle Corp. |
16.59%
94,884
|
$13,397,595,000 | 0.41% |
| Cisco Sys Inc |
6.57%
275,077
|
$13,068,895,000 | 0.40% |
| Applied Matls Inc |
11.53%
55,037
|
$12,988,122,000 | 0.39% |
| Abbvie Inc |
13.20%
73,234
|
$12,561,023,000 | 0.38% |
| Vanguard World Fd |
10.15%
268,121
|
$37,844,339,000 | 1.15% |
| Carrier Global Corporation |
24.23%
178,928
|
$11,286,998,000 | 0.34% |
| Spdr Index Shs Fds |
5.46%
438,466
|
$19,364,904,000 | 0.59% |
| Blackrock Inc. |
89.57%
13,270
|
$10,447,821,000 | 0.32% |
| Johnson Johnson |
24.60%
69,855
|
$10,210,069,000 | 0.31% |
| Builders Firstsource Inc |
25.33%
70,709
|
$9,786,833,000 | 0.30% |
| Vanguard Wellington Fd |
11.22%
60,968
|
$9,157,437,000 | 0.28% |
| Autozone Inc. |
6.01%
3,069
|
$9,096,823,000 | 0.28% |
| Vanguard Whitehall Fds |
1.27%
80,576
|
$9,279,977,000 | 0.28% |
| Reliance Inc. |
124.10%
30,637
|
$8,749,931,000 | 0.27% |
| Broadcom Inc |
88.77%
5,446
|
$8,743,747,000 | 0.27% |
| Schwab Charles Corp |
5.29%
102,797
|
$7,575,135,000 | 0.23% |
| Aflac Inc. |
22.02%
81,515
|
$7,280,105,000 | 0.22% |
| Gilead Sciences, Inc. |
4.31%
103,822
|
$7,123,197,000 | 0.22% |
| Exxon Mobil Corp. |
50.79%
61,463
|
$7,075,614,000 | 0.22% |
| Lam Research Corp. |
9.79%
6,585
|
$7,012,245,000 | 0.21% |
| United Parcel Service, Inc. |
5.34%
51,239
|
$7,012,031,000 | 0.21% |
| Pulte Group Inc |
24.03%
61,038
|
$6,720,366,000 | 0.20% |
| Cigna Group (The) |
15.24%
19,627
|
$6,488,098,000 | 0.20% |
| Eli Lilly Co |
56.35%
7,136
|
$6,460,467,000 | 0.20% |
| VanEck ETF Trust |
2.46%
148,343
|
$7,520,906,000 | 0.23% |
| Amdocs Ltd |
11.29%
80,748
|
$6,372,815,000 | 0.19% |
| First Tr Exchange-traded Fd |
6.57%
136,735
|
$6,250,178,000 | 0.19% |
| Danaher Corp. |
176.59%
24,528
|
$6,128,312,000 | 0.19% |
| Skyworks Solutions, Inc. |
23.50%
52,791
|
$5,626,456,000 | 0.17% |
| Visa Inc |
22.60%
21,387
|
$5,613,360,000 | 0.17% |
| Chevron Corp. |
59.82%
35,578
|
$5,565,034,000 | 0.17% |
| Home Depot, Inc. |
9.61%
15,642
|
$5,384,756,000 | 0.16% |
| Lennar Corp. |
30.10%
34,756
|
$5,208,927,000 | 0.16% |
| Interpublic Group Cos Inc |
41.34%
173,824
|
$5,056,531,000 | 0.15% |
| Wisdomtree Tr |
2.85%
346,483
|
$15,041,083,000 | 0.46% |
| Snap Inc |
9.88%
295,325
|
$4,905,349,000 | 0.15% |
| AMGEN Inc. |
174.51%
15,477
|
$4,835,789,000 | 0.15% |
| Omnicom Group, Inc. |
26.59%
51,385
|
$4,609,411,000 | 0.14% |
| Invesco Exchange Traded Fd T |
13.03%
237,855
|
$7,106,230,000 | 0.22% |
| Procter And Gamble Co |
32.99%
26,738
|
$4,409,683,000 | 0.13% |
| Watsco, Inc. |
24.06%
9,375
|
$4,342,875,000 | 0.13% |
| Arista Networks Inc |
2.11%
11,588
|
$4,061,363,000 | 0.12% |
| Jpmorgan Chase Co. |
9.78%
20,052
|
$4,055,802,000 | 0.12% |
| Hologic, Inc. |
20.71%
54,590
|
$4,053,308,000 | 0.12% |
| Southern Copper Corporation |
12.43%
36,179
|
$3,897,926,000 | 0.12% |
| Merck Co Inc |
42.16%
31,303
|
$3,875,299,000 | 0.12% |
| Caterpillar Inc. |
63.76%
10,964
|
$3,652,009,000 | 0.11% |
| Microchip Technology, Inc. |
4.49%
36,642
|
$3,352,742,000 | 0.10% |
| Hartford Finl Svcs Group Inc |
10.20%
32,586
|
$3,276,249,000 | 0.10% |
| Advanced Micro Devices Inc. |
14.18%
19,479
|
$3,159,689,000 | 0.10% |
| Att Inc |
24.29%
165,322
|
$3,159,298,000 | 0.10% |
| Mcdonalds Corp |
2.19%
12,375
|
$3,153,599,000 | 0.10% |
| Pepsico Inc |
20.67%
18,822
|
$3,104,382,000 | 0.09% |
| Netflix Inc. |
21.95%
4,533
|
$3,059,488,000 | 0.09% |
| Starbucks Corp. |
1.57%
39,185
|
$3,050,517,000 | 0.09% |
| WEC Energy Group Inc |
1.29%
37,796
|
$2,965,508,000 | 0.09% |
| Invesco Exch Trd Slf Idx Fd |
22.63%
1,220,771
|
$23,881,950,000 | 0.73% |
| Expeditors Intl Wash Inc |
1.74%
23,117
|
$2,884,771,000 | 0.09% |
| Boeing Co. |
70.67%
15,683
|
$2,854,373,000 | 0.09% |
| Unitedhealth Group Inc |
13.38%
5,593
|
$2,848,486,000 | 0.09% |
| Bank America Corp |
18.73%
70,405
|
$2,799,995,000 | 0.09% |
| Steel Dynamics Inc. |
17.71%
21,528
|
$2,787,939,000 | 0.08% |
| Jabil Inc |
19.85%
24,662
|
$2,682,979,000 | 0.08% |
| Edwards Lifesciences Corp |
28.47%
28,996
|
$2,678,355,000 | 0.08% |
| Columbia Bkg Sys Inc |
13.63%
127,021
|
$2,526,448,000 | 0.08% |
| Automatic Data Processing In |
7.11%
10,349
|
$2,470,263,000 | 0.08% |
| Qualcomm, Inc. |
2.47%
12,318
|
$2,453,555,000 | 0.07% |
| Intel Corp. |
5.84%
76,958
|
$2,383,375,000 | 0.07% |
| Accenture Plc Ireland |
30.54%
7,676
|
$2,328,976,000 | 0.07% |
| Palo Alto Networks Inc |
5.84%
6,830
|
$2,315,439,000 | 0.07% |
| Kroger Co. |
0.33%
46,313
|
$2,312,392,000 | 0.07% |
| Cencora Inc. |
809.09%
10,100
|
$2,275,530,000 | 0.07% |
| Thermo Fisher Scientific Inc. |
2.73%
3,989
|
$2,205,917,000 | 0.07% |
| Texas Instrs Inc |
171.66%
11,244
|
$2,187,295,000 | 0.07% |
| Coca-Cola Co |
36.64%
34,330
|
$2,185,116,000 | 0.07% |
| Comcast Corp New |
120.96%
55,780
|
$2,184,345,000 | 0.07% |
| Deere Co |
34.70%
5,803
|
$2,168,286,000 | 0.07% |
| Walmart Inc |
265.08%
31,579
|
$2,138,243,000 | 0.06% |
| Parker-Hannifin Corp. |
0.05%
4,153
|
$2,100,685,000 | 0.06% |
| Vanguard Specialized Funds |
25.29%
11,349
|
$2,071,828,000 | 0.06% |
| Travelers Companies Inc. |
73.84%
10,002
|
$2,033,840,000 | 0.06% |
| Regeneron Pharmaceuticals, Inc. |
13.62%
1,894
|
$1,990,651,000 | 0.06% |
| First Tr Dow Jones Select Mi |
25.45%
32,608
|
$1,954,537,000 | 0.06% |
| Hewlett Packard Enterprise C |
2.52%
91,452
|
$1,936,112,000 | 0.06% |
| American Express Co. |
87.73%
8,033
|
$1,860,144,000 | 0.06% |
| Otis Worldwide Corporation |
24.45%
18,940
|
$1,823,171,000 | 0.06% |
| Abbott Labs |
20.67%
17,295
|
$1,797,089,000 | 0.05% |
| Corning, Inc. |
9.88%
45,941
|
$1,784,819,000 | 0.05% |
| Emcor Group, Inc. |
Opened
4,844
|
$1,768,275,000 | 0.05% |
| Select Sector Spdr Tr |
27.57%
12,521
|
$2,512,236,000 | 0.08% |
| Fedex Corp |
Opened
5,692
|
$1,706,541,000 | 0.05% |
| Pimco Etf Tr |
6.77%
20,480
|
$1,894,744,000 | 0.06% |
| NextEra Energy Inc |
91.20%
23,166
|
$1,640,395,000 | 0.05% |
| Lowes Cos Inc |
156.86%
7,400
|
$1,631,307,000 | 0.05% |
| Altria Group Inc. |
3.33%
35,270
|
$1,606,705,000 | 0.05% |
| Disney Walt Co |
6.95%
16,092
|
$1,597,815,000 | 0.05% |
| Analog Devices Inc. |
Opened
6,904
|
$1,575,908,000 | 0.05% |
| Vanguard Bd Index Fds |
13.73%
20,453
|
$1,568,709,000 | 0.05% |
| Salesforce Inc |
4.13%
6,019
|
$1,547,589,000 | 0.05% |
| Mastercard Incorporated |
51.10%
3,504
|
$1,545,944,000 | 0.05% |
| Honeywell International Inc |
43.39%
7,224
|
$1,542,603,000 | 0.05% |
| Coterra Energy Inc |
17.53%
57,743
|
$1,540,016,000 | 0.05% |
| Taiwan Semiconductor Mfg Ltd |
72.75%
8,705
|
$1,513,017,000 | 0.05% |
| Nike, Inc. |
20.85%
19,707
|
$1,485,298,000 | 0.05% |
| Confluent Inc |
No change
50,176
|
$1,481,698,000 | 0.05% |
| Archer Daniels Midland Co. |
23.97%
24,407
|
$1,475,413,000 | 0.04% |
| Sp Global Inc |
67.49%
3,271
|
$1,458,866,000 | 0.04% |
| Motorola Solutions Inc |
7.08%
3,734
|
$1,441,680,000 | 0.04% |
| Intuit Inc |
11.09%
2,124
|
$1,395,915,000 | 0.04% |
| Oreilly Automotive Inc |
460.87%
1,290
|
$1,362,318,000 | 0.04% |
| Union Pac Corp |
19.96%
5,936
|
$1,343,159,000 | 0.04% |
| Juniper Networks Inc |
No change
36,434
|
$1,328,387,000 | 0.04% |
| Morgan Stanley |
62.61%
13,445
|
$1,306,713,000 | 0.04% |
| Bunge Global SA |
16.26%
12,160
|
$1,298,324,000 | 0.04% |
| Samsara Inc. |
42.53%
38,155
|
$1,285,824,000 | 0.04% |
| Pfizer Inc. |
10.38%
45,831
|
$1,282,343,000 | 0.04% |
| Cardinal Health, Inc. |
7.82%
12,907
|
$1,269,017,000 | 0.04% |
| International Business Machs |
43.47%
7,277
|
$1,258,559,000 | 0.04% |
| Invesco Exch Traded Fd Tr Ii |
75.83%
19,132
|
$1,242,643,000 | 0.04% |
| Conocophillips |
0.97%
10,605
|
$1,213,017,000 | 0.04% |
| Eaton Corp Plc |
67.99%
3,820
|
$1,197,761,000 | 0.04% |
| KLA Corp. |
60.90%
1,450
|
$1,195,540,000 | 0.04% |
| Micron Technology Inc. |
245.91%
9,056
|
$1,191,136,000 | 0.04% |
| Ishares Gold Tr |
17.92%
26,873
|
$1,180,531,000 | 0.04% |
| Loews Corp. |
Opened
15,542
|
$1,161,610,000 | 0.04% |
| Colgate-Palmolive Co. |
3.42%
11,969
|
$1,161,490,000 | 0.04% |
| CME Group Inc |
Opened
5,901
|
$1,160,182,000 | 0.04% |
| Wells Fargo Co New |
161.62%
19,530
|
$1,159,861,000 | 0.04% |
| RTX Corp |
16.14%
11,520
|
$1,156,538,000 | 0.04% |
| Marsh Mclennan Cos Inc |
18.40%
5,386
|
$1,135,020,000 | 0.03% |
| Listed Fd Tr |
8.06%
45,593
|
$1,129,795,000 | 0.03% |
| Centene Corp. |
Opened
16,504
|
$1,094,216,000 | 0.03% |
| Northrop Grumman Corp. |
193.27%
2,484
|
$1,082,696,000 | 0.03% |
| Sherwin-Williams Co. |
15.60%
3,624
|
$1,081,511,000 | 0.03% |
| Nucor Corp. |
20.70%
6,834
|
$1,080,319,000 | 0.03% |
| United Therapeutics Corp |
Closed
4,880
|
$1,073,064,000 | |
| MGM Resorts International |
11.40%
23,300
|
$1,035,452,000 | 0.03% |
| Box Inc |
2.24%
38,723
|
$1,023,837,000 | 0.03% |
| Fiserv, Inc. |
25.95%
6,785
|
$1,011,237,000 | 0.03% |
| Ishares U S Etf Tr |
2.40%
36,837
|
$1,006,019,000 | 0.03% |
| Blackstone Inc |
0.05%
7,959
|
$985,319,000 | 0.03% |
| Splunk Inc |
Closed
6,416
|
$977,478,000 | |
| Molina Healthcare Inc |
Opened
3,248
|
$965,631,000 | 0.03% |
| Paccar Inc. |
2.88%
9,304
|
$957,719,000 | 0.03% |
| Ishares Tr |
Opened
50,706
|
$4,981,948,000 | 0.15% |
| Novo-nordisk A S |
31.66%
6,412
|
$915,249,000 | 0.03% |
| Uber Technologies Inc |
13.55%
12,553
|
$912,353,000 | 0.03% |
| General Dynamics Corp. |
28.35%
3,074
|
$891,916,000 | 0.03% |
| Linde Plc. |
6.23%
2,001
|
$877,940,000 | 0.03% |
| Elevance Health Inc |
Opened
1,563
|
$846,928,000 | 0.03% |
| Goldman Sachs Group, Inc. |
47.23%
1,836
|
$830,561,000 | 0.03% |
| PayPal Holdings Inc |
21.28%
13,912
|
$807,314,000 | 0.02% |
| Bristol-Myers Squibb Co. |
38.47%
19,161
|
$795,750,000 | 0.02% |
| Verizon Communications Inc |
68.94%
19,281
|
$795,150,000 | 0.02% |
| Trane Technologies plc |
39.65%
2,381
|
$783,183,000 | 0.02% |
| Txo Partners Lp |
No change
37,933
|
$764,730,000 | 0.02% |
| Intuitive Surgical Inc |
99.64%
1,675
|
$745,124,000 | 0.02% |
| Illinois Tool Wks Inc |
27.07%
3,131
|
$742,033,000 | 0.02% |
| MetLife, Inc. |
21.89%
10,481
|
$735,675,000 | 0.02% |
| Marriott Intl Inc New |
2.29%
3,029
|
$732,406,000 | 0.02% |
| Philip Morris International Inc |
67.28%
7,062
|
$715,572,000 | 0.02% |
| Medtronic Plc |
58.02%
8,941
|
$703,732,000 | 0.02% |
| Waste Mgmt Inc Del |
11.03%
3,262
|
$696,015,000 | 0.02% |
| Veralto Corp |
Opened
7,265
|
$693,590,000 | 0.02% |
| Lockheed Martin Corp. |
18.81%
1,472
|
$687,430,000 | 0.02% |
| Best Buy Co. Inc. |
Opened
8,115
|
$684,014,000 | 0.02% |
| Boston Scientific Corp. |
0.63%
8,804
|
$677,997,000 | 0.02% |
| Citigroup Inc |
63.85%
10,480
|
$665,072,000 | 0.02% |
| Target Corp |
118.61%
4,381
|
$648,599,000 | 0.02% |
| Twilio Inc |
13.80%
11,383
|
$646,669,000 | 0.02% |
| Hub Group, Inc. |
290.94%
15,020
|
$646,611,000 | 0.02% |
| Sprouts Fmrs Mkt Inc |
15.44%
7,707
|
$644,768,000 | 0.02% |
| Spdr Ser Tr |
Opened
6,985
|
$641,084,000 | 0.02% |
| Allstate Corp (The) |
87.21%
3,952
|
$630,914,000 | 0.02% |
| T-Mobile US Inc |
10.73%
3,570
|
$629,016,000 | 0.02% |
| Fortive Corp |
Opened
8,481
|
$628,443,000 | 0.02% |
| Teledyne Technologies Inc |
4.77%
1,598
|
$619,993,000 | 0.02% |
| Ford Mtr Co Del |
2.20%
49,300
|
$618,227,000 | 0.02% |
| Realty Income Corp. |
Opened
11,400
|
$602,135,000 | 0.02% |
| D.R. Horton Inc. |
4.68%
4,246
|
$598,412,000 | 0.02% |
| Gabelli Equity Tr Inc |
8.17%
114,937
|
$597,673,000 | 0.02% |
| Asml Holding N V |
40.58%
582
|
$595,229,000 | 0.02% |
| Ecolab, Inc. |
32.37%
2,474
|
$588,899,000 | 0.02% |
| EBay Inc. |
0.02%
10,948
|
$588,104,000 | 0.02% |
| Williams-Sonoma, Inc. |
16.57%
2,068
|
$584,064,000 | 0.02% |
| ServiceNow Inc |
158.19%
741
|
$582,923,000 | 0.02% |
| CSX Corp. |
9.11%
17,275
|
$577,849,000 | 0.02% |
| GE Aerospace |
2.58%
3,631
|
$577,143,000 | 0.02% |
| Emerson Elec Co |
22.29%
5,113
|
$563,211,000 | 0.02% |
| Descartes Sys Group Inc |
No change
5,763
|
$558,089,000 | 0.02% |
| Prudential Finl Inc |
127.19%
4,737
|
$555,130,000 | 0.02% |
| Cathay Gen Bancorp |
70.83%
14,681
|
$553,768,000 | 0.02% |
| Mueller Inds Inc |
33.83%
9,621
|
$547,820,000 | 0.02% |
| Us Bancorp Del |
12.58%
13,796
|
$547,684,000 | 0.02% |
| Pinterest Inc |
5.52%
12,283
|
$541,312,000 | 0.02% |
| MetroCity Bankshares Inc |
50.44%
20,451
|
$539,907,000 | 0.02% |
| Select Sector Spdr Tr |
Opened
11,740
|
$778,736,000 | 0.02% |
| Prologis Inc |
28.12%
4,710
|
$529,035,000 | 0.02% |
| Proshares Tr |
Closed
6,979
|
$525,970,000 | |
| Encore Wire Corp. |
19.33%
1,809
|
$524,303,000 | 0.02% |
| Alignment Healthcare Inc |
18.53%
66,881
|
$523,010,000 | 0.02% |
| Marathon Pete Corp |
1.26%
2,985
|
$517,884,000 | 0.02% |
| Principal Financial Group In |
12.14%
6,601
|
$517,849,000 | 0.02% |
| Chipotle Mexican Grill |
Opened
8,250
|
$516,863,000 | 0.02% |
| Vanguard Bd Index Fds |
Opened
10,418
|
$515,900,000 | 0.02% |
| Spdr Dow Jones Indl Average |
26.17%
1,309
|
$512,095,000 | 0.02% |
| Star Bulk Carriers Corp |
Closed
24,000
|
$510,240,000 | |
| Spdr Sp Midcap 400 Etf Tr |
4.97%
950
|
$508,326,000 | 0.02% |
| Mondelez International Inc. |
1.62%
7,731
|
$505,900,000 | 0.02% |
| Shopify Inc |
9.87%
7,619
|
$503,235,000 | 0.02% |
| Iron Mtn Inc Del |
12.08%
5,609
|
$502,679,000 | 0.02% |
| Tri Pointe Homes Inc. |
56.59%
13,396
|
$499,001,000 | 0.02% |
| Eastman Chem Co |
Opened
5,057
|
$495,435,000 | 0.02% |
| Lauder Estee Cos Inc |
Closed
3,366
|
$492,257,000 | |
| Golden Ocean Group Ltd |
Closed
50,000
|
$488,000,000 | |
| Occidental Pete Corp |
Opened
7,709
|
$485,917,000 | 0.01% |
| Dorian LPG Ltd |
24.45%
11,575
|
$485,687,000 | 0.01% |
| Energy Transfer L P |
53.67%
29,856
|
$484,264,000 | 0.01% |
| Northwest Nat Hldg Co |
20.02%
13,380
|
$483,151,000 | 0.01% |
| WaFd Inc |
90.42%
16,789
|
$479,830,000 | 0.01% |
| Sanmina Corp |
59.17%
7,215
|
$477,994,000 | 0.01% |
| Unity Software Inc. |
Closed
11,670
|
$477,187,000 | |
| Enterprise Prods Partners L |
53.53%
16,362
|
$474,166,000 | 0.01% |
| Diodes, Inc. |
133.40%
6,575
|
$472,940,000 | 0.01% |
| Phillips 66 |
11.06%
3,345
|
$472,241,000 | 0.01% |
| Alaska Air Group Inc. |
1.97%
11,678
|
$471,785,000 | 0.01% |
| UFP Industries Inc |
59.90%
4,103
|
$459,536,000 | 0.01% |
| Progressive Corp. |
3.41%
2,210
|
$459,040,000 | 0.01% |
| Dycom Inds Inc |
No change
2,700
|
$455,652,000 | 0.01% |
| Stryker Corp. |
78.05%
1,330
|
$452,503,000 | 0.01% |
| The Southern Co. |
93.95%
5,737
|
$445,032,000 | 0.01% |
| American Elec Pwr Co Inc |
1.91%
5,069
|
$444,717,000 | 0.01% |
| Textron Inc. |
Opened
5,156
|
$442,703,000 | 0.01% |
| Synopsys, Inc. |
Opened
741
|
$440,940,000 | 0.01% |
| Vanguard Scottsdale Fds |
Opened
13,767
|
$823,091,000 | 0.03% |
| Ethan Allen Interiors Inc |
63.70%
15,750
|
$439,279,000 | 0.01% |
| Caredx Inc |
No change
28,163
|
$437,372,000 | 0.01% |
| Cummins Inc. |
10.73%
1,573
|
$435,652,000 | 0.01% |
| Novartis AG |
85.13%
3,997
|
$425,521,000 | 0.01% |
| Vanguard Wellington Fd |
Closed
4,169
|
$422,779,000 | |
| MercadoLibre Inc |
37.25%
256
|
$420,693,000 | 0.01% |
| Hilton Worldwide Holdings Inc |
8.49%
1,917
|
$418,366,000 | 0.01% |
| Petroleo Brasileiro Sa Petro |
Closed
26,000
|
$415,220,000 | |
| McGrath Rentcorp |
29.43%
3,815
|
$406,497,000 | 0.01% |
| Tjx Cos Inc New |
4.26%
3,621
|
$398,673,000 | 0.01% |
| Proshares Tr |
Opened
13,962
|
$622,974,000 | 0.02% |
| Vertex Pharmaceuticals, Inc. |
19.18%
847
|
$397,006,000 | 0.01% |
| Cavco Inds Inc Del |
46.41%
1,142
|
$395,327,000 | 0.01% |
| Axon Enterprise Inc |
16.27%
1,308
|
$384,866,000 | 0.01% |
| Rockwell Automation Inc |
44.03%
1,382
|
$380,565,000 | 0.01% |
| Freeport-McMoRan Inc |
52.46%
7,818
|
$379,963,000 | 0.01% |
| Waste Connections Inc |
Opened
2,162
|
$379,129,000 | 0.01% |
| Boise Cascade Co |
60.82%
3,173
|
$378,286,000 | 0.01% |
| American Wtr Wks Co Inc New |
0.10%
2,867
|
$370,256,000 | 0.01% |
| Schwab Strategic Tr |
Opened
15,929
|
$737,644,000 | 0.02% |
| Teck Resources Ltd |
Opened
7,727
|
$370,124,000 | 0.01% |
| Republic Svcs Inc |
0.58%
1,894
|
$368,080,000 | 0.01% |
| Pnc Finl Svcs Group Inc |
Opened
2,362
|
$367,244,000 | 0.01% |
| 3M Co. |
71.06%
3,570
|
$364,844,000 | 0.01% |
| Oneok Inc. |
54.71%
4,420
|
$360,442,000 | 0.01% |
| Broadridge Finl Solutions In |
3.69%
1,803
|
$355,261,000 | 0.01% |
| Ameriprise Finl Inc |
Opened
828
|
$353,714,000 | 0.01% |
| United Rentals, Inc. |
Closed
615
|
$352,662,000 | |
| Vector Group Ltd |
87.23%
33,166
|
$350,565,000 | 0.01% |
| Resources Connection Inc |
121.41%
31,485
|
$347,595,000 | 0.01% |
| Valero Energy Corp. |
3.13%
2,208
|
$346,108,000 | 0.01% |
| Chubb Limited |
19.00%
1,353
|
$345,124,000 | 0.01% |
| Agilent Technologies Inc. |
8.96%
2,638
|
$341,938,000 | 0.01% |
| Vanguard Star Fds |
4.21%
5,667
|
$341,721,000 | 0.01% |
| Transdigm Group Incorporated |
Opened
267
|
$341,122,000 | 0.01% |
| Sun Life Financial, Inc. |
Opened
6,932
|
$339,582,000 | 0.01% |
| Invesco Exch Traded Fd Tr Ii |
Closed
17,919
|
$779,628,000 | |
| Chemed Corp. |
Closed
575
|
$336,232,000 | |
| Sterling Infrastructure Inc |
Opened
2,820
|
$333,719,000 | 0.01% |
| Consolidated Edison, Inc. |
62.58%
3,710
|
$331,767,000 | 0.01% |
| Extra Space Storage Inc. |
7.02%
2,134
|
$331,645,000 | 0.01% |
| Microstrategy Inc. |
Opened
240
|
$330,596,000 | 0.01% |
| Biogen Inc |
72.83%
1,422
|
$329,649,000 | 0.01% |
| Kinder Morgan Inc |
17.08%
16,550
|
$328,849,000 | 0.01% |
| Fortinet Inc |
28.33%
5,436
|
$327,628,000 | 0.01% |
| Sunoco Lp/sunoco Fin Corp |
Opened
5,756
|
$325,422,000 | 0.01% |
| Piper Sandler Companies |
Opened
1,410
|
$324,540,000 | 0.01% |
| Paychex Inc. |
51.44%
2,732
|
$323,960,000 | 0.01% |
| Shell Plc |
3.16%
4,446
|
$320,882,000 | 0.01% |
| Dbx Etf Tr |
Opened
13,143
|
$320,427,000 | 0.01% |
| Standard Mtr Prods Inc |
77.80%
11,555
|
$320,421,000 | 0.01% |
| Valvoline Inc |
10.45%
7,380
|
$318,816,000 | 0.01% |
| Old Rep Intl Corp |
29.37%
10,192
|
$314,940,000 | 0.01% |
| General Mls Inc |
13.95%
4,976
|
$314,782,000 | 0.01% |
| Huntington Bancshares, Inc. |
46.19%
23,750
|
$313,025,000 | 0.01% |
| Booking Holdings Inc |
Opened
78
|
$309,016,000 | 0.01% |
| Air Prods Chems Inc |
1.53%
1,191
|
$307,338,000 | 0.01% |
| Fidelity Comwlth Tr |
0.37%
4,343
|
$303,684,000 | 0.01% |
| Veeva Sys Inc |
Closed
1,571
|
$302,449,000 | |
| Fidelity Covington Trust |
13.86%
1,734
|
$297,336,000 | 0.01% |
| Xylem Inc |
Opened
2,151
|
$291,730,000 | 0.01% |
| Delta Air Lines, Inc. |
Opened
6,141
|
$291,340,000 | 0.01% |
| Grainger W W Inc |
6.74%
318
|
$286,913,000 | 0.01% |
| Genuine Parts Co. |
0.77%
2,060
|
$284,940,000 | 0.01% |
| Markel Group Inc |
1.65%
179
|
$282,044,000 | 0.01% |
| Photronics, Inc. |
35.33%
11,418
|
$281,683,000 | 0.01% |
| Atkore Inc |
Opened
2,085
|
$281,330,000 | 0.01% |
| Rbb Fd Inc |
No change
9,527
|
$280,285,000 | 0.01% |
| Otter Tail Corporation |
Opened
3,199
|
$280,201,000 | 0.01% |
| Clorox Co. |
10.93%
2,045
|
$279,082,000 | 0.01% |
| iRhythm Technologies Inc |
Closed
2,600
|
$278,304,000 | |
| Packaging Corp Amer |
Closed
1,706
|
$277,925,000 | |
| Zoetis Inc |
14.34%
1,589
|
$275,473,000 | 0.01% |
| Ferrari N.V. |
Closed
803
|
$271,900,000 | |
| American Tower Corp. |
39.98%
1,397
|
$271,549,000 | 0.01% |
| Sei Invts Co |
1.79%
4,160
|
$269,098,000 | 0.01% |
| Black Stone Minerals L.P. |
Opened
17,000
|
$266,390,000 | 0.01% |
| Welltower Inc. |
12.52%
2,516
|
$262,293,000 | 0.01% |
| Five9 Inc |
No change
5,884
|
$259,485,000 | 0.01% |
| Labcorp Holdings Inc. |
Opened
1,243
|
$252,963,000 | 0.01% |
| Proshares Tr |
5.71%
6,237
|
$504,325,000 | 0.02% |
| Diamond Hill Invt Group Inc |
Opened
1,794
|
$252,506,000 | 0.01% |
| John Bean Technologies Corp |
3.37%
2,611
|
$247,967,000 | 0.01% |
| Sempra |
Opened
3,258
|
$247,808,000 | 0.01% |
| Howmet Aerospace Inc. |
Opened
3,176
|
$246,553,000 | 0.01% |
| C3.ai Inc |
64.81%
8,412
|
$243,612,000 | 0.01% |
| Matson Inc |
Opened
1,856
|
$243,081,000 | 0.01% |
| Spdr Gold Tr |
2.67%
1,130
|
$242,962,000 | 0.01% |
| Bank New York Mellon Corp |
Opened
4,036
|
$241,734,000 | 0.01% |
| Vanguard Index Fds |
Opened
1,429
|
$241,201,000 | 0.01% |
| Ameren Corp. |
11.48%
3,388
|
$240,944,000 | 0.01% |
| Chord Energy Corporation |
Opened
1,435
|
$240,621,000 | 0.01% |
| Dominos Pizza Inc |
4.93%
463
|
$239,133,000 | 0.01% |
| Ametek Inc |
1.18%
1,429
|
$238,229,000 | 0.01% |
| TotalEnergies SE |
Opened
3,526
|
$235,116,000 | 0.01% |
| ArcBest Corp |
Opened
2,192
|
$234,720,000 | 0.01% |
| Netapp Inc |
Opened
1,798
|
$231,583,000 | 0.01% |
| Hormel Foods Corp. |
5.48%
7,582
|
$231,180,000 | 0.01% |
| Crowdstrike Holdings Inc |
Opened
602
|
$230,681,000 | 0.01% |
| Materion Corp |
No change
2,133
|
$230,642,000 | 0.01% |
| Public Storage Oper Co |
25.40%
796
|
$228,970,000 | 0.01% |
| Avery Dennison Corp. |
Opened
1,039
|
$227,178,000 | 0.01% |
| Duke Energy Corp. |
63.39%
2,265
|
$227,005,000 | 0.01% |
| Taylor Morrison Home Corp. |
Opened
4,082
|
$226,307,000 | 0.01% |
| Invesco Exchange Traded Fd T |
Closed
6,897
|
$225,119,000 | |
| Cadence Design System Inc |
7.24%
730
|
$224,658,000 | 0.01% |
| Las Vegas Sands Corp |
0.04%
5,000
|
$221,250,000 | 0.01% |
| Block Inc |
1.00%
3,429
|
$221,137,000 | 0.01% |
| National Health Invs Inc |
Opened
3,241
|
$219,513,000 | 0.01% |
| Amphenol Corp. |
Opened
3,254
|
$219,222,000 | 0.01% |
| Guggenheim Strategic Opportu |
No change
14,539
|
$216,777,000 | 0.01% |
| Discover Finl Svcs |
Opened
1,643
|
$214,921,000 | 0.01% |
| Owens Corning |
22.68%
1,234
|
$214,371,000 | 0.01% |
| CVS Health Corp |
Closed
2,709
|
$213,883,000 | |
| Buckle, Inc. |
Opened
5,730
|
$211,667,000 | 0.01% |
| Brookfield Corp |
Opened
5,075
|
$210,816,000 | 0.01% |
| TE Connectivity Ltd |
Opened
1,383
|
$208,045,000 | 0.01% |
| Ge Vernova Inc |
Opened
1,213
|
$208,042,000 | 0.01% |
| Spdr Index Shs Fds |
Closed
6,378
|
$207,413,000 | |
| Moderna Inc |
90.36%
1,745
|
$207,219,000 | 0.01% |
| Hims Hers Health Inc |
Opened
10,221
|
$206,362,000 | 0.01% |
| Idexx Labs Inc |
1.69%
422
|
$205,599,000 | 0.01% |
| Cintas Corporation |
Opened
292
|
$204,476,000 | 0.01% |
| Ssga Active Etf Tr |
Opened
4,887
|
$204,297,000 | 0.01% |
| Louisiana Pac Corp |
Closed
2,856
|
$202,291,000 | |
| Gallagher Arthur J Co |
Closed
897
|
$201,718,000 | |
| Block H R Inc |
Opened
3,718
|
$201,628,000 | 0.01% |
| L3Harris Technologies Inc |
Opened
896
|
$201,224,000 | 0.01% |
| Vanguard World Fd |
Opened
643
|
$200,789,000 | 0.01% |
| Hershey Company |
44.23%
1,088
|
$200,010,000 | 0.01% |
| CrossFirst Bankshares, Inc. |
Opened
14,122
|
$197,991,000 | 0.01% |
| Nu Hldgs Ltd |
3.79%
14,000
|
$180,460,000 | 0.01% |
| Walgreens Boots Alliance Inc |
77.58%
14,840
|
$179,487,000 | 0.01% |
| Alphatec Holdings Inc |
Opened
16,612
|
$173,596,000 | 0.01% |
| Luther Burbank Corp |
Closed
14,430
|
$154,546,000 | |
| Eaton Vance Tax Mnged Buy Wr |
No change
10,837
|
$153,019,000 | 0.00% |
| Algoma Stl Group Inc |
Opened
21,773
|
$151,544,000 | 0.00% |
| SFL Corporation Ltd |
Opened
10,786
|
$149,710,000 | 0.00% |
| Direxion Shs Etf Tr |
Closed
10,000
|
$136,700,000 | |
| Health Catalyst Inc |
Opened
21,176
|
$135,315,000 | 0.00% |
| First Fndtn Inc |
No change
19,762
|
$129,442,000 | 0.00% |
| Omeros Corporation |
No change
30,000
|
$121,800,000 | 0.00% |
| Jetblue Awys Corp |
No change
18,289
|
$111,381,000 | 0.00% |
| Dnp Select Income Fd Inc |
Closed
13,000
|
$110,240,000 | |
| Teekay Corp |
Opened
10,401
|
$93,297,000 | 0.00% |
| Community Health Sys Inc New |
75.55%
25,858
|
$86,883,000 | 0.00% |
| MultiPlan Corporation |
468.87%
153,878
|
$59,767,000 | 0.00% |
| Itau Unibanco Hldg S A |
Opened
10,118
|
$59,090,000 | 0.00% |
| Clean Energy Fuels Corp |
12.67%
21,532
|
$57,491,000 | 0.00% |
| Banco Santander S.A. |
Opened
12,354
|
$57,200,000 | 0.00% |
| NIO Inc |
No change
13,278
|
$55,237,000 | 0.00% |
| Xeris Biopharma Holdings Inc |
No change
13,650
|
$30,713,000 | 0.00% |
| Opko Health Inc |
No change
21,800
|
$27,250,000 | 0.00% |
| CBAK Energy Technology Inc |
No change
10,250
|
$14,043,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 418 holdings | |||
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