Empire Financial Management Company, LLC Top Holdings and 13F Report (2025) About Empire Financial Management Company, LLCInvestment ActivityEmpire Financial Management Company, LLC has $346.57 million in total holdings as of June 30, 2025.Empire Financial Management Company, LLC owns shares of 196 different stocks, but just 81 companies or ETFs make up 80% of its holdings.Approximately 5.06% of the portfolio was purchased this quarter.About 4.10% of the portfolio was sold this quarter.This quarter, Empire Financial Management Company, LLC has purchased 197 new stocks and bought additional shares in 70 stocks.Empire Financial Management Company, LLC sold shares of 56 stocks and completely divested from 12 stocks this quarter.Largest Holdings Distillate U.S. Fundamental Stability & Value ETF $13,623,264Microsoft $13,586,541JPMorgan Chase & Co. $11,544,203Apple $8,714,251Amazon.com $8,323,656 Largest New Holdings this Quarter 579780206 - McCormick & Company, Incorporated $1,946,830 Holding46982L108 - Jacobs Solutions $1,895,640 Holding670100205 - Novo Nordisk A/S $1,429,404 Holding88521L207 - THORNBURG ETF TR $1,428,765 Holding46429B598 - iShares MSCI India ETF $306,240 Holding Largest Purchases this Quarter McCormick & Company, Incorporated 25,677 shares (about $1.95M)Jacobs Solutions 14,421 shares (about $1.90M)Novo Nordisk A/S 20,710 shares (about $1.43M)THORNBURG ETF TR 56,141 shares (about $1.43M)iShares Silver Trust 33,739 shares (about $1.11M) Largest Sales this Quarter John Hancock Multifactor Small Cap ETF 11,325 shares (about $442.25K)Pacer US Cash Cows 100 ETF 6,361 shares (about $350.50K)Martin Marietta Materials 535 shares (about $293.69K)Distillate U.S. Fundamental Stability & Value ETF 5,007 shares (about $277.14K)International Business Machines 880 shares (about $259.42K) 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$13,623,264$277,138 ▼-2.0%246,1293.9%ETFMSFTMicrosoft$13,586,541$15,917 ▲0.1%27,3143.9%Computer and TechnologyJPMJPMorgan Chase & Co.$11,544,203$5,798 ▼-0.1%39,8193.3%FinanceAAPLApple$8,714,251$207,428 ▼-2.3%42,4732.5%Computer and TechnologyAMZNAmazon.com$8,323,656$717,405 ▲9.4%37,9402.4%Retail/WholesaleIBMInternational Business Machines$7,589,375$259,415 ▼-3.3%25,7452.2%Computer and TechnologyLLYEli Lilly and Company$7,318,7100.0%9,3882.1%MedicalAVGOBroadcom$5,802,166$93,721 ▼-1.6%21,0491.7%Computer and TechnologyCEGConstellation Energy$5,525,005$968 ▼0.0%17,1181.6%EnergyABTAbbott Laboratories$5,409,159$17,137 ▲0.3%39,7701.6%MedicalDBMFiMGP DBi Managed Futures Strategy ETF$5,274,553$17,008 ▼-0.3%204,9961.5%ETFRTXRTX$5,174,401$44,536 ▲0.9%35,4361.5%AerospaceABBVAbbVie$5,151,230$116,571 ▲2.3%27,7511.5%MedicalGCOWPacer Global Cash Cows Dividend ETF$5,128,807$30,718 ▲0.6%135,0751.5%ETFAXPAmerican Express$4,792,751$3,509 ▼-0.1%15,0251.4%FinanceQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$4,714,194$69,687 ▲1.5%119,4671.4%ETFEA SER TR$4,676,211$209,750 ▲4.7%179,6471.3%MARKETDESK FOCUSSPROTT PHYSICAL GOLD TR$4,652,130$124,671 ▲2.8%183,5161.3%UNITHDHome Depot$4,608,651$125,034 ▲2.8%12,5691.3%Retail/WholesaleTRVTravelers Companies$4,250,220$78,926 ▲1.9%15,8861.2%FinanceHONHoneywell International$4,167,853$616,899 ▲17.4%17,8971.2%Multi-Sector ConglomeratesAVDVAvantis International Small Cap Value ETF$4,079,638$448,254 ▲12.3%51,4581.2%ETFADPAutomatic Data Processing$4,018,8120.0%13,0311.2%Computer and TechnologyGOOGLAlphabet$3,984,207$120,189 ▲3.1%22,6081.1%Computer and TechnologyETF SERIES SOLUTIONS$3,819,345$185,657 ▼-4.6%136,4131.1%DISTILLATE INTNLBABoeing$3,740,110$31,429 ▼-0.8%17,8501.1%AerospacePGProcter & Gamble$3,723,974$31,864 ▲0.9%23,3741.1%Consumer StaplesHARBOR ETF TRUST$3,671,595$15,934 ▲0.4%151,1561.1%HARBOR COMMODITYPEGPublic Service Enterprise Group$3,486,4640.0%41,4161.0%UtilitiesDUKDuke Energy$3,441,880$84,253 ▲2.5%29,1681.0%UtilitiesCVXChevron$3,360,359$232,978 ▲7.4%23,4671.0%EnergyGSThe Goldman Sachs Group$3,275,467$174,107 ▲5.6%4,6280.9%FinanceJHSCJohn Hancock Multifactor Small Cap ETF$3,097,436$442,245 ▼-12.5%79,3190.9%ETFNVDANVIDIA$2,967,082$143,456 ▲5.1%18,7800.9%Computer and TechnologyHSYHershey$2,860,130$365,607 ▲14.7%17,2340.8%Consumer StaplesMDTMedtronic$2,793,261$314,082 ▲12.7%32,0430.8%MedicalBACBank of America$2,764,2670.0%58,4160.8%FinanceAMGNAmgen$2,751,335$56,400 ▲2.1%9,8540.8%MedicalVTIVanguard Total Stock Market ETF$2,488,882$70,512 ▲2.9%8,1890.7%ETFORCLOracle$2,487,790$115,874 ▲4.9%11,3790.7%Computer and TechnologyEXCExelon$2,461,967$434 ▼0.0%56,7010.7%UtilitiesJNJJohnson & Johnson$2,403,804$22,303 ▼-0.9%15,7360.7%MedicalQCOMQUALCOMM$2,360,937$277,598 ▲13.3%14,8240.7%Computer and TechnologyNSCNorfolk Southern$2,352,876$26,621 ▲1.1%9,1920.7%TransportationCGCarlyle Group$2,313,000$77,100 ▲3.4%45,0000.7%FinancePANWPalo Alto Networks$2,274,368$162,075 ▲7.7%11,1140.7%Computer and TechnologyVVisa$2,240,5860.0%6,3100.6%Business ServicesPAYXPaychex$2,199,209$8,000 ▲0.4%15,1190.6%Computer and TechnologyZGZillow Group$2,177,9820.0%31,8000.6%FinanceUBERUber Technologies$2,115,297$72,494 ▲3.5%22,6720.6%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$2,031,709$341 ▲0.0%35,7380.6%ETFKOCocaCola$1,965,816$10,259 ▼-0.5%27,7850.6%Consumer StaplesMKCMcCormick & Company, Incorporated$1,946,830$1,946,830 ▲New Holding25,6770.6%Consumer StaplesNVSNovartis$1,928,873$29,528 ▲1.6%15,9390.6%MedicalKMBKimberly-Clark$1,914,204$41,641 ▲2.2%14,8480.6%Consumer StaplesJJacobs Solutions$1,895,640$1,895,640 ▲New Holding14,4210.5%Business ServicesAZOAutoZone$1,893,237$111,367 ▲6.3%5100.5%Retail/WholesaleMRKMerck & Co., Inc.$1,874,8050.0%23,6830.5%MedicalBRK.BBerkshire Hathaway$1,869,728$7,772 ▲0.4%3,8490.5%FinanceMPLXMplx$1,865,9490.0%36,2250.5%EnergyEMREmerson Electric$1,786,222$44,266 ▼-2.4%13,3970.5%IndustrialsASMLASML$1,774,277$97,770 ▲5.8%2,2140.5%Computer and TechnologyDOMINOS PIZZA INC$1,744,723$106,342 ▲6.5%3,8720.5%COMPFEPfizer$1,741,087$848 ▼0.0%71,8270.5%MedicalXOMExxon Mobil$1,731,104$215,606 ▼-11.1%16,0580.5%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,680,1440.0%30,8850.5%ETFKMIKinder Morgan$1,658,1600.0%56,4000.5%EnergyCLColgate-Palmolive$1,637,891$28,907 ▼-1.7%18,0180.5%Consumer StaplesCBChubb$1,606,0090.0%5,5430.5%FinanceSLViShares Silver Trust$1,553,389$1,106,976 ▲248.0%47,3450.4%ETFSPYSPDR S&P 500 ETF Trust$1,468,242$120,500 ▼-7.6%2,3760.4%FinancePEPPepsiCo$1,457,307$19,543 ▼-1.3%11,0360.4%Consumer StaplesGEGE Aerospace$1,454,7680.0%5,6520.4%AerospaceGOAUU.S. Global GO GOLD and Precious Metal Miners ETF$1,435,581$40,783 ▼-2.8%48,9290.4%ETFNVONovo Nordisk A/S$1,429,404$1,429,404 ▲New Holding20,7100.4%MedicalBINCiShares Flexible Income Active ETF$1,429,221$37,199 ▼-2.5%27,0480.4%ETFTHORNBURG ETF TR$1,428,765$1,428,765 ▲New Holding56,1410.4%MULTI SECTOR BDAOSA. O. Smith$1,420,246$9,114 ▲0.6%21,6600.4%IndustrialsEDConsolidated Edison$1,416,954$40,140 ▲2.9%14,1200.4%UtilitiesUNHUnitedHealth Group$1,411,040$5,927 ▼-0.4%4,5230.4%MedicalJPINJPMorgan Diversified Return International Equity ETF$1,337,046$25,652 ▼-1.9%20,8490.4%ETFGLOBAL X FUNDS$1,330,736$347,568 ▲35.4%43,2950.4%INDIA ACTIVE ETFBIPBrookfield Infrastructure Partners$1,289,549$24,924 ▲2.0%38,4940.4%FinanceSNOWSnowflake$1,286,901$269,867 ▲26.5%5,7510.4%Computer and TechnologySOSouthern$1,255,0440.0%13,6670.4%UtilitiesWRBW.R. Berkley$1,250,606$68,694 ▲5.8%17,0220.4%FinanceJPUSJPMorgan Diversified Return U.S. Equity ETF$1,185,246$104,601 ▼-8.1%10,0280.3%ETFNUNU$1,182,897$60,944 ▲5.4%86,2170.3%FinanceTAT&T$1,174,866$50,646 ▲4.5%40,5960.3%Computer and TechnologyCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,162,527$83,527 ▼-6.7%33,1110.3%ETFETEnergy Transfer$1,151,708$27,195 ▼-2.3%63,5250.3%EnergyTMOThermo Fisher Scientific$1,107,716$155,697 ▲16.4%2,7320.3%MedicalAIGAmerican International Group$1,088,0140.0%12,7110.3%FinancePFFAVirtus InfraCap U.S. Preferred Stock ETF$1,081,771$25,121 ▲2.4%51,9330.3%ETFGDGeneral Dynamics$1,077,392$28,583 ▲2.7%3,6940.3%AerospaceXLKTechnology Select Sector SPDR Fund$1,049,131$2,532 ▲0.2%4,1430.3%ETFCAHCardinal Health$1,036,0880.0%6,1670.3%MedicalCMECME Group$998,295$86,269 ▲9.5%3,6220.3%FinanceCOWZPacer US Cash Cows 100 ETF$992,428$350,499 ▼-26.1%18,0110.3%ETFMSMorgan Stanley$980,667$27,468 ▲2.9%6,9620.3%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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