Empire Financial Management Company, LLC Portfolio Holdings

Empire Financial Management Company, LLC

  • $321 Billion
  • Q4 2024

Empire Financial Management Company, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $321 Billion distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solution Distillate Us with a value of $13.7B, Microsoft Corp with a value of $11.5B, Apple Inc. with a value of $11.3B, Jpmorgan Chase & CO with a value of $9.35B, and Eli Lilly & CO with a value of $7.26B.

Examining the 13F form we can see an decrease of $4.46B in the current position value, from $325B to 321B.

Empire Financial Management Company, LLC is based out at New York, NY

Below you can find more details about Empire Financial Management Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $321 Billion
ETFs: $60 Billion
Technology: $49.5 Billion
Financial Services: $42.7 Billion
Healthcare: $39.3 Billion
Industrials: $26.6 Billion
Utilities: $21 Billion
Consumer Defensive: $18.9 Billion
Consumer Cyclical: $17.4 Billion
Other: $26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.7 Billion 4.26% of portfolio
248,857
Q4 2024 Reduced 0.09%
$3.04T
$11.5 Billion 3.59% of portfolio
27,307
Q4 2024 Reduced 1.94%
$3.95T
$11.3 Billion 3.52% of portfolio
45,010
Q4 2024 Added 5.69%
$775B
$9.35 Billion 2.92% of portfolio
39,013
Q4 2024 Added 0.49%
$830B
$7.26 Billion 2.27% of portfolio
9,405
Q4 2024 Reduced 1.08%
$2.21T
$7.01 Billion 2.19% of portfolio
31,957
Q4 2024 Added 10.96%
$234B
$6.01 Billion 1.88% of portfolio
27,348
Q4 2024 Reduced 9.13%
$0
$5.39 Billion 1.68% of portfolio
205,981
Q4 2024 Added 3.2%
$357B
$5.01 Billion 1.56% of portfolio
28,199
Q4 2024 Added 137.57%
$88.6B
$4.76 Billion 1.48% of portfolio
20,527
Q4 2024 Added 1.25%
$394B
$4.53 Billion 1.41% of portfolio
11,655
Q4 2024 Added 3.37%
$221B
$4.47 Billion 1.39% of portfolio
15,053
Q4 2024 Reduced 3.2%
$0
$4.46 Billion 1.39% of portfolio
132,111
Q4 2024 Added 9.73%
$236B
$4.45 Billion 1.39% of portfolio
39,326
Q4 2024 Added 1.37%
Ea Ser Tr
-
$4.33 Billion 1.35% of portfolio
-
Q4 2024 Added 6.74%
$0
$4.17 Billion 1.3% of portfolio
108,518
Q4 2024 Added 2.09%
$403B
$4.09 Billion 1.28% of portfolio
24,424
Q4 2024 Added 8.92%
$1.1T
$3.94 Billion 1.23% of portfolio
20,789
Q4 2024 Added 2.99%
$100B
$3.89 Billion 1.21% of portfolio
17,401
Q2 2024 Reduced 2.79%
$129B
$3.81 Billion 1.19% of portfolio
13,031
Q1 2024 Reduced 0.38%
$56.3B
$3.63 Billion 1.13% of portfolio
15,082
Q4 2024 Reduced 6.91%
$0
$3.63 Billion 1.13% of portfolio
91,465
Q4 2024 Added 0.95%
$41.9B
$3.5 Billion 1.09% of portfolio
41,416
Q3 2023 Reduced 3.78%
$0
$3.51 Billion 1.09% of portfolio
174,096
Q4 2024 Added 4.48%
$0
$3.37 Billion 1.05% of portfolio
15,230
Q4 2024 Reduced 1.93%
$0
$3.33 Billion 1.04% of portfolio
150,249
Q4 2024 Added 6.22%
$0
$3.23 Billion 1.01% of portfolio
139,787
Q4 2024 Reduced 4.09%
$307B
$3.09 Billion 0.97% of portfolio
21,361
Q4 2024 Added 2.3%
$89B
$2.87 Billion 0.9% of portfolio
26,684
Q4 2024 Added 2.51%
$0
$2.78 Billion 0.87% of portfolio
42,737
Q4 2024 Added 6.58%
$142B
$2.7 Billion 0.84% of portfolio
11,935
Q4 2024 Added 1.32%
$424B
$2.59 Billion 0.81% of portfolio
17,882
Q4 2024 Added 18.03%
$360B
$2.57 Billion 0.8% of portfolio
58,416
Q4 2024 Reduced 2.56%
$111B
$2.55 Billion 0.8% of portfolio
9,243
Q4 2024 Added 237.95%
$141B
$2.52 Billion 0.78% of portfolio
35,086
Q4 2024 Added 6.12%
$0
$2.47 Billion 0.77% of portfolio
8,512
Q4 2024 Reduced 2.91%
$162B
$2.43 Billion 0.76% of portfolio
9,308
Q4 2024 Added 4.47%
$335B
$2.41 Billion 0.75% of portfolio
17,954
Q4 2024 Reduced 1.58%
$177B
$2.39 Billion 0.75% of portfolio
12,766
Q4 2024 Added 3.82%
$227B
$2.38 Billion 0.74% of portfolio
23,933
Q4 2024 Reduced 17.28%
$25.4B
$2.3 Billion 0.72% of portfolio
13,572
Q4 2024 Reduced 9.25%
$120B
$2.23 Billion 0.7% of portfolio
27,912
Q4 2024 Added 3.45%
$59.4B
$2.2 Billion 0.69% of portfolio
80,400
Q4 2024 Reduced 2.43%
$18B
$2.2 Billion 0.69% of portfolio
43,500
Q4 2024 Added 128.95%
$74.6B
$2.17 Billion 0.68% of portfolio
23,836
Q4 2024 Added 45.91%
$43.1B
$2.13 Billion 0.67% of portfolio
56,711
Q4 2024 Reduced 1.73%
$436B
$2.1 Billion 0.66% of portfolio
4,152
Q4 2024 Reduced 1.52%
$57.4B
$2.06 Billion 0.64% of portfolio
8,783
Q4 2024 Added 2.46%
$0
$2.03 Billion 0.63% of portfolio
35,248
Q4 2024 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $321 Billion
  • Prior Value $325 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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