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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.6 Billion 4.21% of portfolio
251,136
Q1 2025 Added 0.92%
$3.39T
$10.2 Billion 3.17% of portfolio
27,282
Q1 2025 Reduced 0.09%
$785B
$9.77 Billion 3.02% of portfolio
39,839
Q1 2025 Added 2.12%
$3.39T
$9.66 Billion 2.99% of portfolio
43,484
Q1 2025 Reduced 3.39%
$720B
$7.75 Billion 2.4% of portfolio
9,388
Q1 2025 Reduced 0.18%
$239B
$6.62 Billion 2.05% of portfolio
26,625
Q1 2025 Reduced 2.64%
$2.09T
$6.6 Billion 2.04% of portfolio
34,670
Q1 2025 Added 8.49%
$325B
$5.68 Billion 1.76% of portfolio
27,123
Q1 2025 Reduced 3.82%
$236B
$5.26 Billion 1.63% of portfolio
39,644
Q1 2025 Added 0.81%
$0
$5.19 Billion 1.61% of portfolio
205,657
Q1 2025 Reduced 0.16%
$0
$4.97 Billion 1.53% of portfolio
134,266
Q1 2025 Added 1.63%
$199B
$4.65 Billion 1.44% of portfolio
35,131
Q1 2025 Reduced 1.99%
Ea Ser Tr
-
$4.6 Billion 1.42% of portfolio
-
Q1 2025 Added 7.34%
$390B
$4.48 Billion 1.38% of portfolio
12,228
Q1 2025 Added 4.92%
$0
$4.3 Billion 1.33% of portfolio
117,701
Q1 2025 Added 8.46%
$0
$4.3 Billion 1.33% of portfolio
178,598
Q1 2025 Added 2.59%
$224B
$4.05 Billion 1.25% of portfolio
15,036
Q1 2025 Reduced 0.11%
$133B
$3.98 Billion 1.23% of portfolio
13,031
Q1 2024 Reduced 0.38%
$387B
$3.95 Billion 1.22% of portfolio
23,174
Q1 2025 Reduced 5.12%
$278B
$3.65 Billion 1.13% of portfolio
21,840
Q1 2025 Added 2.24%
$0
$3.62 Billion 1.12% of portfolio
150,500
Q1 2025 Added 0.17%
$92.6B
$3.58 Billion 1.11% of portfolio
21,389
Q1 2025 Added 4.2%
$0
$3.59 Billion 1.11% of portfolio
143,044
Q1 2025 Added 2.33%
$95.2B
$3.45 Billion 1.07% of portfolio
17,121
Q1 2025 Reduced 1.61%
$89.5B
$3.47 Billion 1.07% of portfolio
28,454
Q1 2025 Added 6.63%
$39.6B
$3.41 Billion 1.05% of portfolio
41,416
Q3 2023 Reduced 3.78%
$993B
$3.39 Billion 1.05% of portfolio
21,926
Q1 2025 Added 5.47%
$0
$3.38 Billion 1.04% of portfolio
90,644
Q1 2025 Reduced 0.9%
$150B
$3.23 Billion 1.0% of portfolio
15,248
Q1 2025 Added 27.76%
$0
$3.19 Billion 0.99% of portfolio
45,804
Q1 2025 Added 7.18%
$123B
$3.07 Billion 0.95% of portfolio
18,000
Q1 2025 Added 260.0%
$146B
$3.01 Billion 0.93% of portfolio
9,652
Q1 2025 Added 3.7%
$43.8B
$2.61 Billion 0.81% of portfolio
56,711
Q4 2024 Reduced 1.73%
$396B
$2.63 Billion 0.81% of portfolio
15,882
Q1 2025 Reduced 11.18%
$23.3B
$2.57 Billion 0.79% of portfolio
15,031
Q1 2025 Added 10.75%
$115B
$2.56 Billion 0.79% of portfolio
28,440
Q1 2025 Added 1.89%
$177B
$2.48 Billion 0.77% of portfolio
13,797
Q1 2025 Added 8.08%
$359B
$2.44 Billion 0.75% of portfolio
58,416
Q4 2024 Reduced 2.56%
$273B
$2.38 Billion 0.74% of portfolio
4,542
Q1 2025 Added 9.39%
$211B
$2.39 Billion 0.74% of portfolio
4,382
Q1 2025 Added 27.16%
$56.2B
$2.32 Billion 0.72% of portfolio
15,064
Q1 2025 Added 3.8%
$0
$2.19 Billion 0.68% of portfolio
7,957
Q1 2025 Reduced 6.52%
$597B
$2.21 Billion 0.68% of portfolio
6,310
Q2 2024 Reduced 1.56%
$57B
$2.15 Billion 0.67% of portfolio
9,088
Q1 2025 Added 3.47%
$4.05B
$2.13 Billion 0.66% of portfolio
31,800
Q1 2025 Added 27.2%
$451B
$2.15 Billion 0.66% of portfolio
18,058
Q1 2025 Reduced 0.22%
$193B
$2.13 Billion 0.66% of portfolio
23,683
Q1 2025 Reduced 1.04%
$46.9B
$2.07 Billion 0.64% of portfolio
14,525
Q1 2025 Added 7.41%
$694B
$2.04 Billion 0.63% of portfolio
3,833
Q1 2025 Added 4.7%

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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