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 ETFs Only

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%
$0
$5.39 Billion 1.68% of portfolio
205,981
Q4 2024 Added 3.2%
$0
$4.46 Billion 1.39% of portfolio
132,111
Q4 2024 Added 9.73%
$0
$4.17 Billion 1.3% of portfolio
108,518
Q4 2024 Added 2.09%
$0
$3.63 Billion 1.13% of portfolio
91,465
Q4 2024 Added 0.95%
$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%
$0
$2.78 Billion 0.87% of portfolio
42,737
Q4 2024 Added 6.58%
$0
$2.47 Billion 0.77% of portfolio
8,512
Q4 2024 Reduced 2.91%
$0
$2.03 Billion 0.63% of portfolio
35,248
Q4 2024 Added 0.01%
$0
$1.67 Billion 0.52% of portfolio
29,708
Q4 2024 Reduced 1.46%
$0
$1.62 Billion 0.5% of portfolio
2,760
Q4 2024 Reduced 5.15%
$0
$1.39 Billion 0.43% of portfolio
24,571
Q4 2024 Added 9.03%
$0
$1.3 Billion 0.4% of portfolio
11,362
Q4 2024 Reduced 2.23%
$0
$1.18 Billion 0.37% of portfolio
22,071
Q4 2024 Added 1.63%
$0
$975 Million 0.3% of portfolio
4,195
Q4 2024 Added 2.44%
$0
$930 Million 0.29% of portfolio
9,337
Q4 2024 Reduced 6.44%
$0
$797 Million 0.25% of portfolio
12,358
Q2 2024 Added 3.07%
$0
$696 Million 0.22% of portfolio
3,758
Q2 2024 Reduced 2.08%
$0
$661 Million 0.21% of portfolio
1,647
Q4 2024 Reduced 5.72%
$0
$630 Million 0.2% of portfolio
5,468
Q4 2024 Reduced 3.78%
$0
$642 Million 0.2% of portfolio
7,125
Q4 2024 Reduced 64.39%
$0
$584 Million 0.18% of portfolio
1,422
Q4 2024 Added 3.04%
$0
$560 Million 0.17% of portfolio
6,535
Q4 2024 Added 2.59%
$0
$520 Million 0.16% of portfolio
10,800
Q1 2023 New
$0
$453 Million 0.14% of portfolio
2,188
Q4 2024 Reduced 4.37%
$0
$399 Million 0.12% of portfolio
6,509
Q4 2024 Added 0.77%
$0
$359 Million 0.11% of portfolio
2,606
Q4 2024 Added 10.24%
$15.5B
$358 Million 0.11% of portfolio
13,606
Q4 2024 Reduced 0.4%
$0
$281 Million 0.09% of portfolio
13,836
Q4 2024 Added 2.31%
$0
$256 Million 0.08% of portfolio
9,354
Q4 2024 Added 243.64%
$0
$261 Million 0.08% of portfolio
1,210
Q4 2024 Reduced 15.38%
$0
$245 Million 0.08% of portfolio
734
Q4 2024 Reduced 14.95%
$0
$216 Million 0.07% of portfolio
9,567
Q3 2024 Added 5.51%
$0
$235 Million 0.07% of portfolio
399
Q4 2024 Added 1.53%
$93.4B
$223 Million 0.07% of portfolio
923
Q4 2024 Added 2.67%
$0
$216 Million 0.07% of portfolio
3,061
Q4 2024 Added 2.17%
$0
$201 Million 0.06% of portfolio
6,879
Q4 2024 Reduced 15.87%

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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