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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.3 Billion 1.33% of portfolio
178,598
Q1 2025 Added 2.59%
$0
$241 Million 0.07% of portfolio
20,888
Q1 2025 Added 1.21%

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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