EF

Empire Financial Management Company, LLC

13F
Empire Financial Management Company, LLC
Last update 2025-05-15 197 Stocks (9 new)
Value $324.00 Mil Turnover 5 %
Countries:
Top Holdings: DSTL(4.21%)MSFT(3.17%)JPM(3.02%)AAPL(2.99%)LLY(2.40%)
Summary Stock Picks Current Portfolio
Empire Financial Management Co... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DSTL 		Distillate U.S. Fundamental Stability & Value ETF
251,136
13,621.6
+0.92%
4.210
+0.04%
0.730
-0.61%
-0.40%
1,871.9
 
MSFT 		Microsoft Corp
27,282
10,241.5
-0.09%
3.170
0%
0.000
+18.73%
+12.03%
3,496,120.0
Software
JPM 		JPMorgan Chase & Co
39,839
9,772.5
+2.12%
3.020
+0.06%
0.000
+8.45%
+12.11%
738,488.8
Banks
AAPL 		Apple Inc
43,484
9,659.2
-3.39%
2.990
-0.12%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
LLY 		Eli Lilly and Co
9,388
7,754.1
-0.18%
2.400
0%
0.000
-15.48%
+0.10%
691,148.7
Drug Manufacturers
IBM 		International Business Machines Corp
26,625
6,620.8
-2.64%
2.050
-0.05%
0.000
+8.83%
+23.94%
249,886.9
Software
AMZN 		Amazon.com Inc
34,670
6,596.3
+8.49%
2.040
+0.16%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
ABBV 		AbbVie Inc
27,123
5,682.8
-3.82%
1.760
-0.06%
0.000
-9.09%
+8.83%
335,316.3
Drug Manufacturers
ABT 		Abbott Laboratories
39,644
5,258.8
+0.81%
1.630
+0.01%
0.000
-0.65%
+19.27%
232,407.5
Medical Devices & Instruments
DBMF 		iMGP DBi Managed Futures Strategy ETF
205,657
5,194.9
-0.16%
1.610
0%
-
+0.63%
-2.57%
877.6
 

Empire Financial Management Company, LLC's Historical Top Holdings Breakdowns

Empire Financial Management Company, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BA 		Boeing Co2025-03-31Add
+0.69%
●
148.15 ($173.09) 186.25
$210.80
21.79%
Add 260%
18,000
13,000
NEE 		NextEra Energy Inc2025-03-31Reduce
-0.63%
●
66.96 ($70.58) 76.16
$72.16
2.24%
Reduce -80.85%
6,719
-28,367
UPS 		United Parcel Service Inc2025-03-31Sold Out
-0.44%
●
109.66 ($119.57) 136.26
$98.25
-17.83%
Sold Out
0
-11,305
IWM 		iShares Russell 2000 ETF2025-03-31Reduce
-0.34%
●
198.1 ($216.92) 229.79
$211.90
-2.31%
Reduce -32.61%
10,264
-4,966
CB 		Chubb Ltd2025-03-31Reduce
-0.32%
●
257.71 ($277.87) 301.99
$293.82
5.74%
Reduce -40.03%
5,543
-3,700
APD 		Air Products & Chemicals Inc2025-03-31Add
+0.31%
●
283.24 ($308.4) 338.07
$279.78
-9.28%
Add 122.6%
6,166
3,396
BF.B 		Brown-Forman Corp2025-03-31Sold Out
-0.29%
●
30.65 ($33.71) 37.96
$28.11
-16.61%
Sold Out
0
-24,783
CME 		CME Group Inc2025-03-31New Buy
+0.27%
●
225.82 ($246.67) 266.54
$274.24
11.18%
New holding
3,309
3,309
EOG 		EOG Resources Inc2025-03-31Reduce
-0.26%
●
120.54 ($128.69) 138.05
$114.05
-11.38%
Reduce -67.39%
3,265
-6,746
HON 		Honeywell International Inc2025-03-31Add
+0.22%
●
202.75 ($214.7) 226.52
$228.78
6.56%
Add 27.76%
15,248
3,313

Empire Financial Management Company, LLC Total Holding History ($B)

To

Empire Financial Management Company, LLC's Asset Allocation

To

Empire Financial Management Company, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Empire Financial Management Company, LLC's Hypothetical Growth since 2025-03-31

Empire Financial Management Company, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Empire Financial Management Company, LLC's Holdings Heat Map

Size field:

Empire Financial Management Company, LLC's Holdings Bubble Chart

Empire Financial Management Company, LLC News

  • 1

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