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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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