Empire Financial Management Company, LLC Portfolio Holdings

Empire Financial Management Company, LLC

  • $325 Billion
  • Q3 2024

Empire Financial Management Company, LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $325 Billion distributed in 203 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 $14.1B, Microsoft Corp with a value of $12B, Apple Inc. with a value of $9.92B, Eli Lilly & CO with a value of $8.42B, and Jpmorgan Chase & CO with a value of $8.19B.

Examining the 13F form we can see an increase of $22.7B in the current position value, from $302B to 325B.

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 $325 Billion
ETFs: $66 Billion
Technology: $48.9 Billion
Healthcare: $42.1 Billion
Financial Services: $37.6 Billion
Industrials: $29.2 Billion
Utilities: $22.9 Billion
Consumer Defensive: $18.3 Billion
Consumer Cyclical: $17.2 Billion
Other: $24.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.1 Billion 4.35% of portfolio
249,070
Q3 2024 Added 4.61%
$0
$5.61 Billion 1.73% of portfolio
199,589
Q3 2024 Added 1.59%
$0
$4.39 Billion 1.35% of portfolio
120,396
Q3 2024 Added 0.77%
$0
$4.03 Billion 1.24% of portfolio
106,292
Q3 2024 Added 15.03%
$0
$3.77 Billion 1.16% of portfolio
145,754
Q3 2024 Added 1.26%
$0
$3.64 Billion 1.12% of portfolio
90,601
Q3 2024 Added 0.32%
$0
$3.43 Billion 1.06% of portfolio
15,530
Q3 2024 Added 32.96%
$0
$3.2 Billion 0.98% of portfolio
141,456
Q3 2024 Added 1.39%
$0
$2.83 Billion 0.87% of portfolio
40,100
Q3 2024 Added 4.54%
$0
$2.48 Billion 0.76% of portfolio
8,767
Q3 2024 Added 3.0%
$0
$2.1 Billion 0.65% of portfolio
35,245
Q3 2024 Added 2.49%
$0
$2.01 Billion 0.62% of portfolio
104,173
Q3 2024 Added 0.49%
$0
$1.98 Billion 0.61% of portfolio
20,007
Q3 2024 Added 3.25%
$0
$1.67 Billion 0.51% of portfolio
2,910
Q3 2024 Added 0.17%
$0
$1.66 Billion 0.51% of portfolio
30,148
Q3 2024 Added 2.55%
$0
$1.39 Billion 0.43% of portfolio
11,621
Q3 2024 Reduced 4.81%
$0
$1.3 Billion 0.4% of portfolio
21,716
Q3 2024 Reduced 1.83%
$0
$1.15 Billion 0.35% of portfolio
50,405
Q3 2024 Reduced 0.06%
$0
$1.07 Billion 0.33% of portfolio
9,980
Q3 2024 Added 0.1%
$0
$924 Million 0.28% of portfolio
4,095
Q3 2024 Reduced 1.47%
$0
$875 Million 0.27% of portfolio
12,358
Q2 2024 Added 3.07%
$0
$713 Million 0.22% of portfolio
3,758
Q2 2024 Reduced 2.08%
$0
$642 Million 0.2% of portfolio
5,683
Q3 2024 Reduced 2.95%
$0
$656 Million 0.2% of portfolio
1,747
Q2 2024 Reduced 4.12%
$0
$559 Million 0.17% of portfolio
6,370
Q2 2024 Reduced 14.73%
$0
$530 Million 0.16% of portfolio
1,380
Q2 2024 Added 7.31%
$0
$509 Million 0.16% of portfolio
10,800
Q1 2023 New
$0
$464 Million 0.14% of portfolio
2,288
Q3 2024 Reduced 4.15%
$0
$405 Million 0.12% of portfolio
6,459
Q3 2024 Added 2.72%
$14.6B
$388 Million 0.12% of portfolio
13,661
Q3 2024 Added 7.63%
$0
$364 Million 0.11% of portfolio
2,364
Q3 2024 Reduced 5.4%
$0
$315 Million 0.1% of portfolio
13,523
Q3 2024 Added 5.28%
$0
$304 Million 0.09% of portfolio
1,430
Q3 2024 Reduced 13.54%
$0
$282 Million 0.09% of portfolio
863
Q3 2024 Added 5.63%
$0
$283 Million 0.09% of portfolio
5,000
Q3 2024 New
$0
$266 Million 0.08% of portfolio
544
Q3 2024 Added 0.55%
$0
$259 Million 0.08% of portfolio
8,177
Q3 2024 Added 3.48%
$0
$212 Million 0.07% of portfolio
4,565
Q3 2024 Reduced 26.64%
$0
$227 Million 0.07% of portfolio
393
Q2 2024 Added 1.03%
$0
$215 Million 0.07% of portfolio
2,996
Q3 2024 New
$84B
$219 Million 0.07% of portfolio
899
Q3 2024 New
$0
$230 Million 0.07% of portfolio
2,722
Q3 2024 Reduced 2.51%
$0
$222 Million 0.07% of portfolio
9,567
Q3 2024 Added 5.51%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $325 Billion
  • Prior Value $302 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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