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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.4 Billion 1.04% of portfolio
166,624
Q3 2024 Added 1.87%
$0
$262 Million 0.08% of portfolio
19,774
Q3 2024 New

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
Track This Portfolio

Track Empire Financial Management Company, LLC Portfolio

Follow Empire Financial Management Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empire Financial Management Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empire Financial Management Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email