Empire Financial Management Company, LLC Portfolio Holdings

Empire Financial Management Company, LLC

  • $324 Billion
  • Q1 2025

Empire Financial Management Company, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $324 Billion distributed in 197 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 $13.6B, Microsoft Corp with a value of $10.2B, Jpmorgan Chase & CO with a value of $9.77B, Apple Inc. with a value of $9.66B, and Eli Lilly & CO with a value of $7.75B.

Examining the 13F form we can see an increase of $3.02B in the current position value, from $321B to 324B.

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 $324 Billion
ETFs: $59.8 Billion
Technology: $46.4 Billion
Financial Services: $44.1 Billion
Healthcare: $42.2 Billion
Industrials: $28 Billion
Utilities: $20 Billion
Consumer Defensive: $18.4 Billion
Consumer Cyclical: $17.7 Billion
Other: $26.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.4B
$1.72 Billion 0.53% of portfolio
18,336
Q1 2025 Reduced 23.07%
$185B
$1.68 Billion 0.52% of portfolio
11,184
Q1 2025 Reduced 0.62%
$116B
$1.67 Billion 0.52% of portfolio
5,543
Q1 2025 Reduced 40.03%
$16.4B
$1.67 Billion 0.52% of portfolio
3,636
Q1 2025 Added 14.99%
$62.5B
$1.61 Billion 0.5% of portfolio
56,400
Q1 2025 Reduced 29.85%
$191B
$1.6 Billion 0.49% of portfolio
21,895
Q1 2025 Added 7.82%
$35.4B
$1.52 Billion 0.47% of portfolio
13,720
Q2 2024 Reduced 1.08%
$636B
$1.52 Billion 0.47% of portfolio
10,849
Q1 2025 Added 64.18%
$82.7B
$1.51 Billion 0.47% of portfolio
13,729
Q1 2025 Added 0.2%
$8.82B
$1.41 Billion 0.43% of portfolio
21,521
Q1 2025 Added 8.31%
$318B
$1.39 Billion 0.43% of portfolio
2,092
Q1 2025 Added 13.33%
$100B
$1.26 Billion 0.39% of portfolio
13,667
Q1 2025 Reduced 19.76%
-
$1.26 Billion 0.39% of portfolio
-
Q1 2025 Reduced 1.28%
$539B
$1.23 Billion 0.38% of portfolio
2,235
Q1 2025 Added 8.92%
$54.5B
$1.21 Billion 0.37% of portfolio
65,025
Q1 2025 Added 2.36%
$165B
$1.17 Billion 0.36% of portfolio
2,348
Q1 2025 Added 10.23%
$274B
$1.13 Billion 0.35% of portfolio
5,652
Q1 2025 Reduced 8.13%
$15.1B
$1.12 Billion 0.35% of portfolio
37,750
Q1 2025 Added 3.09%
$63.2B
$1.11 Billion 0.34% of portfolio
12,711
Q1 2024 Added 30.89%
$200B
$1.1 Billion 0.34% of portfolio
38,846
Q1 2025 Reduced 3.56%
$82.4B
$980 Million 0.3% of portfolio
3,596
Q1 2025 Reduced 3.2%
$216B
$949 Million 0.29% of portfolio
3,037
Q1 2025 Added 3.83%
$179B
$925 Million 0.29% of portfolio
20,391
Q3 2024 Reduced 0.32%
$35.4B
$902 Million 0.28% of portfolio
1,887
Q1 2023 New
$263B
$860 Million 0.27% of portfolio
9,797
Q1 2025 Reduced 0.91%
$219B
$882 Million 0.27% of portfolio
12,000
Q1 2025 Reduced 2.62%
$120B
$885 Million 0.27% of portfolio
8,423
Q4 2023 Added 0.19%
$99.1B
$878 Million 0.27% of portfolio
3,309
Q1 2025 New
$154B
$866 Million 0.27% of portfolio
14,546
Q1 2025 Reduced 42.53%
$48.6B
$837 Million 0.26% of portfolio
81,775
Q1 2025 Added 39.53%
$121B
$843 Million 0.26% of portfolio
1,888
Q1 2025 Added 2.16%
$43B
$850 Million 0.26% of portfolio
6,167
Q1 2023 New
$169M
$794 Million 0.25% of portfolio
295,000
Q1 2025 Added 9.26%
$91.6B
$794 Million 0.25% of portfolio
11,703
Q3 2024 Reduced 28.37%
$37.8B
$820 Million 0.25% of portfolio
10,982
Q4 2024 Reduced 46.77%
$113B
$799 Million 0.25% of portfolio
5,717
Q3 2024 Reduced 19.33%
$53.8B
$817 Million 0.25% of portfolio
7,475
Q4 2023 Reduced 34.7%
$39.7B
$787 Million 0.24% of portfolio
7,050
Q3 2024 New
$240B
$790 Million 0.24% of portfolio
6,767
Q1 2025 Added 2.08%
$435B
$728 Million 0.23% of portfolio
770
Q1 2025 Reduced 2.53%
$47.2B
$685 Million 0.21% of portfolio
2,185
Q1 2025 Reduced 0.27%
$32.8B
$684 Million 0.21% of portfolio
7,500
Q1 2025 Reduced 16.67%
$277M
$689 Million 0.21% of portfolio
150,000
Q1 2025 Added 134.38%
$71B
$664 Million 0.21% of portfolio
4,545
Q1 2025 Added 5.21%
$42.9B
$631 Million 0.19% of portfolio
4,009
Q1 2025 Reduced 1.21%
$50.1B
$622 Million 0.19% of portfolio
2,716
Q1 2025 Added 4.86%
$30.4B
$622 Million 0.19% of portfolio
10,400
Q1 2025 Reduced 0.95%
-
$592 Million 0.18% of portfolio
-
Q1 2025 Added 13.83%
$15.5B
$579 Million 0.18% of portfolio
9,000
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $324 Billion
  • Prior Value $321 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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