Empire Financial Management Company, LLC Top Holdings and 13F Report (2025) About Empire Financial Management Company, LLCInvestment ActivityEmpire Financial Management Company, LLC has $320.56 million in total holdings as of December 31, 2024.Empire Financial Management Company, LLC owns shares of 196 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 9.19% of the portfolio was purchased this quarter.About 8.52% of the portfolio was sold this quarter.This quarter, Empire Financial Management Company, LLC has purchased 203 new stocks and bought additional shares in 84 stocks.Empire Financial Management Company, LLC sold shares of 56 stocks and completely divested from 19 stocks this quarter.Largest Holdings Distillate U.S. Fundamental Stability & Value ETF $13,668,203Microsoft $11,510,296Apple $11,271,484JPMorgan Chase & Co. $9,351,935Eli Lilly and Company $7,261,036 Largest New Holdings this Quarter Zillow Group $1,771,250 HoldingUnited Parcel Service $1,425,560 HoldingA. O. Smith $1,355,264 HoldingUber Technologies $1,224,918 HoldingNorthrop Grumman $1,122,541 Holding Largest Purchases this Quarter AbbVie 16,329 shares (about $2.90M)Chubb 6,508 shares (about $1.80M)Zillow Group 25,000 shares (about $1.77M)United Parcel Service 11,305 shares (about $1.43M)A. O. Smith 19,869 shares (about $1.36M) Largest Sales this Quarter Lockheed Martin 5,745 shares (about $2.79M)Eaton 4,684 shares (about $1.56M)Jabil 8,070 shares (about $1.16M)SPDR S&P Biotech ETF 12,882 shares (about $1.16M)Oracle 5,109 shares (about $851.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEmpire Financial Management Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDSTLDistillate U.S. Fundamental Stability & Value ETF$13,668,203$11,699 ▼-0.1%248,8574.3%ETFMSFTMicrosoft$11,510,296$227,618 ▼-1.9%27,3073.6%Computer and TechnologyAAPLApple$11,271,484$607,022 ▲5.7%45,0103.5%Computer and TechnologyJPMJPMorgan Chase & Co.$9,351,935$45,306 ▲0.5%39,0132.9%FinanceLLYEli Lilly and Company$7,261,036$79,520 ▼-1.1%9,4052.3%MedicalAMZNAmazon.com$7,011,046$692,395 ▲11.0%31,9572.2%Retail/WholesaleIBMInternational Business Machines$6,012,107$604,113 ▼-9.1%27,3481.9%Computer and TechnologyDBMFiMGP DBi Managed Futures Strategy ETF$5,388,480$167,215 ▲3.2%205,9811.7%ETFABBVAbbVie$5,011,098$2,901,742 ▲137.6%28,1991.6%MedicalAVGOBroadcom$4,759,022$58,656 ▲1.2%20,5271.5%Computer and TechnologyHDHome Depot$4,533,834$147,821 ▲3.4%11,6551.4%Retail/WholesaleAXPAmerican Express$4,467,651$147,804 ▼-3.2%15,0531.4%FinanceGCOWPacer Global Cash Cows Dividend ETF$4,457,444$395,266 ▲9.7%132,1111.4%ETFABTAbbott Laboratories$4,448,198$60,288 ▲1.4%39,3261.4%MedicalEA SER TR$4,333,669$273,675 ▲6.7%159,8551.4%MARKETDESK FOCUSQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$4,166,006$85,456 ▲2.1%108,5181.3%ETFRTXRTX$4,147,889$130,649 ▲3.3%35,8441.3%AerospacePGProcter & Gamble$4,094,713$335,302 ▲8.9%24,4241.3%Consumer StaplesGOOGLAlphabet$3,935,357$114,148 ▲3.0%20,7891.2%Computer and TechnologyCEGConstellation Energy$3,892,7770.0%17,4011.2%Oils/EnergyADPAutomatic Data Processing$3,814,6130.0%13,0311.2%Business ServicesJHSCJohn Hancock Multifactor Small Cap ETF$3,634,823$34,335 ▲1.0%91,4651.1%ETFTRVTravelers Companies$3,633,174$269,561 ▼-6.9%15,0821.1%FinanceSPROTT PHYSICAL GOLD TR$3,506,293$150,486 ▲4.5%174,0961.1%UNITPEGPublic Service Enterprise Group$3,499,3030.0%41,4161.1%UtilitiesIWMiShares Russell 2000 ETF$3,365,220$66,288 ▼-1.9%15,2301.0%FinanceHARBOR ETF TRUST$3,325,835$194,637 ▲6.2%150,2491.0%HARBOR COMMODITYETF SERIES SOLUTIONS$3,225,654$137,691 ▼-4.1%139,7871.0%DISTILLATE INTNLCVXChevron$3,094,007$69,525 ▲2.3%21,3611.0%Oils/EnergyDUKDuke Energy$2,874,985$70,463 ▲2.5%26,6840.9%UtilitiesAVDVAvantis International Small Cap Value ETF$2,781,323$171,616 ▲6.6%42,7370.9%ETFHONHoneywell International$2,695,997$35,239 ▲1.3%11,9350.8%Multi-Sector ConglomeratesJNJJohnson & Johnson$2,586,217$395,121 ▲18.0%17,8820.8%MedicalBACBank of America$2,567,403$67,332 ▼-2.6%58,4160.8%FinanceCBChubb$2,553,928$1,798,222 ▲238.0%9,2430.8%FinanceNEENextEra Energy$2,515,315$145,101 ▲6.1%35,0860.8%UtilitiesVTIVanguard Total Stock Market ETF$2,466,862$73,902 ▼-2.9%8,5120.8%ETFAMGNAmgen$2,426,037$103,735 ▲4.5%9,3080.8%MedicalNVDANVIDIA$2,411,064$38,810 ▼-1.6%17,9540.8%Computer and TechnologyTXNTexas Instruments$2,393,777$88,131 ▲3.8%12,7660.7%Computer and TechnologyMRKMerck & Co., Inc.$2,380,929$497,415 ▼-17.3%23,9330.7%MedicalHSYHershey$2,298,482$234,387 ▼-9.3%13,5720.7%Consumer StaplesMDTMedtronic$2,229,677$74,370 ▲3.5%27,9120.7%MedicalKMIKinder Morgan$2,202,960$54,800 ▼-2.4%80,4000.7%Oils/EnergyCGThe Carlyle Group$2,196,315$1,237,005 ▲128.9%43,5000.7%FinanceCLColgate-Palmolive$2,166,986$681,842 ▲45.9%23,8360.7%Consumer StaplesEXCExelon$2,134,610$37,640 ▼-1.7%56,7110.7%UtilitiesUNHUnitedHealth Group$2,100,330$32,375 ▼-1.5%4,1520.7%MedicalNSCNorfolk Southern$2,061,370$49,522 ▲2.5%8,7830.6%TransportationPAYXPaychex$2,035,012$56,789 ▲2.9%14,5130.6%Business ServicesJEPIJPMorgan Equity Premium Income ETF$2,027,873$173 ▲0.0%35,2480.6%ETFVVisa$1,994,4090.0%6,3100.6%Business ServicesGSThe Goldman Sachs Group$1,973,248$97,918 ▲5.2%3,4460.6%FinanceQCOMQUALCOMM$1,956,876$474,701 ▲32.0%12,7380.6%Computer and TechnologyXOMExxon Mobil$1,946,8540.0%18,0980.6%Oils/EnergyPFEPfizer$1,915,334$613,082 ▼-24.2%72,1950.6%MedicalKMBKimberly-Clark$1,772,053$1,270,301 ▲253.2%13,5230.6%Consumer StaplesZGZillow Group$1,771,250$1,771,250 ▲New Holding25,0000.6%FinanceKOCoca-Cola$1,743,615$25,714 ▼-1.5%28,0050.5%Consumer StaplesMPLXMplx$1,733,7280.0%36,2250.5%Oils/EnergyPEPPepsiCo$1,711,414$6,235 ▼-0.4%11,2540.5%Consumer StaplesEMREmerson Electric$1,698,088$29,371 ▲1.8%13,7020.5%Industrial ProductsJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,674,937$24,807 ▼-1.5%29,7080.5%ETFBRK.BBerkshire Hathaway$1,659,458$641,391 ▼-27.9%3,6610.5%FinancePANWPalo Alto Networks$1,623,811$824,279 ▲103.1%8,9240.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,617,744$87,921 ▼-5.2%2,7600.5%FinanceNVSNovartis$1,486,292$87,486 ▲6.3%15,2730.5%MedicalULUnilever$1,435,078$1,177,320 ▲456.8%25,3100.4%Consumer StaplesUPSUnited Parcel Service$1,425,560$1,425,560 ▲New Holding11,3050.4%TransportationBINCiShares Flexible Income Active ETF$1,407,897$1,405 ▲0.1%27,0640.4%ETFAZOAutoZone$1,402,476$137,686 ▲10.9%4380.4%Retail/WholesaleSOSouthern$1,402,159$277,090 ▲24.6%17,0330.4%UtilitiesCOWZPacer US Cash Cows 100 ETF$1,387,818$114,884 ▲9.0%24,5710.4%ETFAOSA. O. Smith$1,355,264$1,355,264 ▲New Holding19,8690.4%Industrial ProductsDOMINOS PIZZA INC$1,327,281$365,611 ▲38.0%3,1620.4%COMJPUSJPMorgan Diversified Return US Equity ETF$1,296,517$29,554 ▼-2.2%11,3620.4%ETFCDXSCodexis$1,287,900$224,419 ▲21.1%270,0000.4%MedicalASMLASML$1,279,425$363,867 ▲39.7%1,8460.4%Computer and TechnologyETEnergy Transfer$1,244,454$58,770 ▲5.0%63,5250.4%Oils/EnergyEOGEOG Resources$1,227,148$76,858 ▲6.7%10,0110.4%Oils/EnergyUBERUber Technologies$1,224,918$1,224,918 ▲New Holding20,3070.4%Computer and TechnologyEDConsolidated Edison$1,224,2460.0%13,7200.4%UtilitiesJPINDiversified Return International Equity ETF$1,182,122$19,014 ▲1.6%22,0710.4%ETFBIPBrookfield Infrastructure Partners$1,164,149$60,433 ▲5.5%36,6200.4%FinanceCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,161,642$51,584 ▲4.6%36,2560.4%ETFNOCNorthrop Grumman$1,122,541$1,122,541 ▲New Holding2,3920.4%AerospaceTMOThermo Fisher Scientific$1,108,089$86,358 ▲8.5%2,1300.3%MedicalORCLOracle$1,101,157$851,364 ▼-43.6%6,6080.3%Computer and TechnologyPFFAVirtus InfraCap U.S. Preferred Stock ETF$1,082,955$20,915 ▼-1.9%49,4500.3%ETFMAMastercard$1,080,521$253,280 ▼-19.0%2,0520.3%Business ServicesDELLDell Technologies$1,037,160$265,052 ▼-20.4%9,0000.3%Computer and TechnologyGEGeneral Electric$1,026,0920.0%6,1520.3%TransportationBXBlackstone$985,8530.0%5,7170.3%FinanceGDGeneral Dynamics$978,865$5,270 ▲0.5%3,7150.3%AerospaceXLKTechnology Select Sector SPDR Fund$975,421$23,252 ▲2.4%4,1950.3%ETFMLMMartin Marietta Materials$974,6350.0%1,8870.3%ConstructionGOAUU.S. Global GO GOLD and Precious Metal Miners ETF$965,627$30,501 ▼-3.1%50,9710.3%ETFBF.BBrown-Forman$941,258$941,258 ▲New Holding24,7830.3%Consumer StaplesNOBLProShares S&P 500 Aristocrats ETF$929,517$64,012 ▼-6.4%9,3370.3%ETFAIGAmerican International Group$925,4290.0%12,7110.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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