MondegarAI
Empire Financial Management Company, LLC

Q4 2024 · 13F-HR

Empire Financial Management Company, LLCholdings as filed

Filed 2025-02-14 · accession 0001971875-25-000001

$320.6M
Reported value
196
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
26922A321DSTLETF SERIES SOLUTIONS$13.7M4.26%248,857CommonNONE
594918104MSFTMICROSOFT CORP$11.5M3.59%27,307CommonNONE
037833100AAPLAPPLE INC$11.3M3.52%45,010CommonNONE
46625H100JPMJPMORGAN CHASE & CO$9.4M2.92%39,013CommonNONE
532457108LLYELI LILLY & CO$7.3M2.27%9,405CommonNONE
023135106AMZNAMAZON.COM INC$7.0M2.19%31,957CommonNONE
459200101IBMINTERNATIONAL BUSINESS$6.0M1.88%27,348CommonNONE
53700T827DBMFLITMAN GREGORY FUNDS TRUST$5.4M1.68%205,981CommonNONE
00287Y109ABBVABBVIE INC$5.0M1.56%28,199CommonNONE
11135F101AVGOBROADCOM INC$4.8M1.48%20,527CommonNONE
437076102HDHOME DEPOT INC$4.5M1.41%11,655CommonNONE
025816109AXPAMERICAN EXPRESS COMPANY$4.5M1.39%15,053CommonNONE
69374H709GCOWPACER FDS TR$4.5M1.39%132,111CommonNONE
002824100ABTABBOTT LABORATORIES$4.4M1.39%39,326CommonNONE
02072L417FDIVEA SER TR$4.3M1.35%159,855CommonNONE
69374H436QDPLPACER FUNDS TRUST$4.2M1.30%108,518CommonNONE
75513E101RTXRTX CORPORATION$4.1M1.29%35,844CommonNONE
742718109PGPROCTER & GAMBLE CO$4.1M1.28%24,424CommonNONE
02079K305GOOGLALPHABET INC$3.9M1.23%20,789CommonNONE
21037T109CEGCONSTELLATION ENERGY$3.9M1.21%17,401CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING INC$3.8M1.19%13,031CommonNONE
47804J842JHSCJOHN HANCOCK EXCHANGE TRADED$3.6M1.13%91,465CommonNONE
89417E109TRVTHE TRAVELERS COMPANIES INC$3.6M1.13%15,082CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$3.5M1.09%174,096CommonNONE
744573106PEGPUBLIC SERVICE ENTERPRISE$3.5M1.09%41,416CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$3.4M1.05%15,230CommonNONE
41151J505HGERHARBOR ETF TRUST$3.3M1.04%150,249CommonNONE
26922B501DSTXETF SERIES SOLUTIONS$3.2M1.01%139,787CommonNONE
166764100CVXCHEVRON CORPORATION$3.1M0.97%21,361CommonNONE
26441C204DUKDUKE ENERGY CORPORATION$2.9M0.90%26,684CommonNONE
025072802AVDVAMERICAN CENTURY ETF TRUST$2.8M0.87%42,737CommonNONE
438516106HONHONEYWELL INTL INC$2.7M0.84%11,935CommonNONE
478160104JNJJOHNSON & JOHNSON$2.6M0.81%17,882CommonNONE
060505104BACBANK OF AMERICA CORP$2.6M0.80%58,416CommonNONE
H1467J104CBCHUBB LTD$2.6M0.80%9,243CommonNONE
65339F101NEENEXTERA ENERGY INC$2.5M0.78%35,086CommonNONE
922908769VTIVANGUARD INDEX FUNDS$2.5M0.77%8,512CommonNONE
031162100AMGNAMGEN INC$2.4M0.76%9,308CommonNONE
67066G104NVDANVIDIA CORP$2.4M0.75%17,954CommonNONE
882508104TXNTEXAS INSTRUMENTS INCORPORATED$2.4M0.75%12,766CommonNONE
58933Y105MRKMERCK & CO INC$2.4M0.74%23,933CommonNONE
427866108HSYHERSHEY COMPANY (THE)$2.3M0.72%13,572CommonNONE
G5960L103MDTMEDTRONIC PLC$2.2M0.70%27,912CommonNONE
49456B101KMIKINDER MORGAN INC$2.2M0.69%80,400CommonNONE
14316J108CGCARLYLE GROUP INC (THE)$2.2M0.69%43,500CommonNONE
194162103CLCOLGATE PALMOLIVE COMPANY$2.2M0.68%23,836CommonNONE
30161N101EXCEXELON CORPORATION$2.1M0.67%56,711CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.66%4,152CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$2.1M0.64%8,783CommonNONE
704326107PAYXPAYCHEX INC$2.0M0.63%14,513CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED$2.0M0.63%35,248CommonNONE
92826C839VVISA INC$2.0M0.62%6,310CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.0M0.62%3,446CommonNONE
747525103QCOMQUALCOMM INC$2.0M0.61%12,738CommonNONE
30231G102XOMEXXON MOBIL CORP$1.9M0.61%18,098CommonNONE
717081103PFEPFIZER INC$1.9M0.60%72,195CommonNONE
494368103KMBKIMBERLY CLARK CORP$1.8M0.55%13,523CommonNONE
98954M101ZGZILLOW GROUP INC$1.8M0.55%25,000CommonNONE
191216100KOCOCA COLA COMPANY$1.7M0.54%28,005CommonNONE
55336V100MPLXMPLX LP$1.7M0.54%36,225CommonNONE
713448108PEPPEPSICO INC$1.7M0.53%11,254CommonNONE
291011104EMREMERSON ELECTRIC CO$1.7M0.53%13,702CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE-TRADED FD$1.7M0.52%29,708CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.52%3,661CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.6M0.51%8,924CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$1.6M0.50%2,760CommonNONE
66987V109NVSNOVARTIS AG$1.5M0.46%15,273CommonNONE
904767704UNILEVER PLC$1.4M0.45%25,310CommonNONE
911312106UPSUNITED PARCEL SVC INC$1.4M0.44%11,305CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.4M0.44%27,064CommonNONE
053332102AZOAUTOZONE INC$1.4M0.44%438CommonNONE
842587107SOSOUTHERN CO$1.4M0.44%17,033CommonNONE
69374H881COWZPACER FDS TR$1.4M0.43%24,571CommonNONE
831865209AOSA O SMITH CORPORATION$1.4M0.42%19,869CommonNONE
25754A201DPZDOMINOS PIZZA INC$1.3M0.41%3,162CommonNONE
46641Q407JPUSJ P MORGAN EXCHANGE TRADED$1.3M0.40%11,362CommonNONE
192005106CDXSCODEXIS INC$1.3M0.40%270,000CommonNONE
N07059210ASMLASML HOLDING N V$1.3M0.40%1,846CommonNONE
29273V100ETENERGY TRANSFER LP$1.2M0.39%63,525CommonNONE
26875P101EOGEOG RES INC$1.2M0.38%10,011CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.2M0.38%20,307CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.2M0.38%13,720CommonNONE
46641Q209JPINJ P MORGAN EXCHANGE TRADED$1.2M0.37%22,071CommonNONE
G16252101BIPBROOKFIELD INFRASTRUCTURE$1.2M0.36%36,620CommonNONE
69374H360COWGPACER FDS TR$1.2M0.36%36,256CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.1M0.35%2,392CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.35%2,130CommonNONE
68389X105ORCLORACLE CORPORATION$1.1M0.34%6,608CommonNONE
26923G822PFFAETFIS SERIES TRUST I$1.1M0.34%49,450CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.34%2,052CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.0M0.32%9,000CommonNONE
369604301GEGE AEROSPACE$1.0M0.32%6,152CommonNONE
09260D107BXBLACKSTONE INC$985,8530.31%5,717CommonNONE
369550108GDGENERAL DYNAMICS CORP$978,8650.31%3,715CommonNONE
81369Y803XLKSELECT SECTOR SPDR TRUST$975,4210.30%4,195CommonNONE
573284106MLMMARTIN MARIETTA MATERIALS INC$974,6350.30%1,887CommonNONE
26922A719GOAUETF SERIES SOLUTIONS$965,6270.30%50,971CommonNONE
115637209BF/BBROWN-FORMAN CORPORATION$941,2580.29%24,783CommonNONE
74348A467NOBLPROSHARES S&P 500 DIVIDEND$929,5170.29%9,337CommonNONE
026874784AIGAMERICAN INTERNATIONAL GROUP$925,4290.29%12,711CommonNONE
00206R102TAT&T INC$917,2350.29%40,282CommonNONE
539830109LMTLOCKHEED MARTIN CORP$898,0170.28%1,848CommonNONE
931142103WMTWALMART INC$893,2900.28%9,887CommonNONE
097023105BABOEING CO$885,0000.28%5,000CommonNONE
084423102WRBBERKLEY W R CORPORATION$863,8720.27%14,762CommonNONE
580135101MCDMCDONALDS CORP$848,2130.26%2,925CommonNONE
26614N102DDDUPONT DE NEMOURS INC$837,4200.26%10,982CommonNONE
744320102PRUPRUDENTIAL FINANCIAL INC$835,6360.26%7,050CommonNONE
20825C104COPCONOCOPHILLIPS$835,3790.26%8,423CommonNONE
617446448MSMORGAN STANLEY$833,3970.26%6,629CommonNONE
92343V104VZVERIZON COMMUNICATIONS$815,4640.25%20,391CommonNONE
227046109CROXCROCS INC$811,5070.25%7,409CommonNONE
046353108AZNNASTRAZENECA PLC$807,4020.25%12,323CommonNONE
009158106APDAIR PRODUCTS & CHEMICALS INC$803,4100.25%2,770CommonNONE
46435G326IDEVISHARES TRUST$796,7200.25%12,358CommonNONE
231021106CMICUMMINS INC$763,7820.24%2,191CommonNONE
14149Y108CAHCARDINAL HEALTH INC$729,3940.23%6,167CommonNONE
37733W204GSKGSK PLC$725,9800.23%21,466CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP-NEW$723,8530.23%790CommonNONE
609207105MDLZMONDELEZ INTERNATIONAL INC$699,0300.22%11,703CommonNONE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$695,7180.22%3,758CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$689,4860.22%7,475CommonNONE
370334104GISGENERAL MILLS INC$669,6190.21%10,500CommonNONE
833445109SNOWSNOWFLAKE INC$667,0510.21%4,320CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH$661,4020.21%1,647CommonNONE
78464A870XBISPDR SER TR$641,6770.20%7,125CommonNONE
126408103CSXCSX CORPORATION$637,6220.20%19,759CommonNONE
381430503GSLCGOLDMAN SACHS ETF TRUST$629,8040.20%5,468CommonNONE
G6683N103NUNU HOLDINGS LTD$607,1580.19%58,606CommonNONE
30303M102METAMETA PLATFORMS INC$591,9500.18%1,011CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$589,4700.18%10,500CommonNONE
075887109BDXBECTON DICKINSON & CO$587,5990.18%2,590CommonNONE
922908736VUGVANGUARD INDEX FUNDS$583,6450.18%1,422CommonNONE
693506107PPGPPG INDUSTRIES INC$573,3600.18%4,800CommonNONE
81369Y506XLESELECT SECTOR SPDR TRUST$559,7880.17%6,535CommonNONE
855244109SBUXSTARBUCKS CORP$551,3880.17%6,042CommonNONE
907818108UNPUNION PACIFIC CORP$545,4770.17%2,392CommonNONE
988498101YUMYUM BRANDS INC$544,4540.17%4,058CommonNONE
02079K107GOOGALPHABET INC$535,5170.17%2,812CommonNONE
018802108LNTALLIANT ENERGY CORPORATION$532,3110.17%9,000CommonNONE
78433H501CSHINEOS ETF TRUST$522,1960.16%10,481CommonNONE
G29183103ETNEATON CORPORATION PLC$520,3090.16%1,567CommonNONE
00162Q452AMLPALPS ETF TRUST$520,1280.16%10,800CommonNONE
36828A101GEVGE VERNOVA LLC$505,8940.16%1,538CommonNONE
40434L105HPQHP INC$492,6630.15%15,098CommonNONE
092528504CLOABLACKROCK ETF TRUST II$485,8610.15%9,385CommonNONE
552848103MTGMGIC INVESTMENT CORP-WISC$480,7350.15%20,275CommonNONE
46432F396MTUMISHARES TR$452,7400.14%2,188CommonNONE
493267108KEYKEYCORP NEW$446,0940.14%26,026CommonNONE
46187W107INVHINVITATION HOMES INC$445,0220.14%13,920CommonNONE
25746U109DDOMINION ENERGY INC$433,8170.14%8,054CommonNONE
020002101ALLALLSTATE CORP$407,4120.13%2,113CommonNONE
718546104PSXPHILLIPS 66$406,9070.13%3,571CommonNONE
46434V621DGROISHARES TR$399,2620.12%6,509CommonNONE
881624209TEVATEVA PHARMACEUTICAL$396,7200.12%18,000CommonNONE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$367,3300.11%1,624CommonNONE
759910102KRMDKORU MEDICAL SYSTEMS INC$365,8420.11%95,024CommonNONE
81369Y209XLVSELECT SECTOR SPDR TRUST$358,5070.11%2,606CommonNONE
46428Q109SLVISHARES SILVER SHARES$358,2450.11%13,606CommonNONE
134429109CPBCAMPBELL S COMPANY (THE)$355,9960.11%8,500CommonNONE
69351T106PPLPPL CORPORATION$348,4440.11%10,734CommonNONE
466313103JBLJABIL INC$345,3600.11%2,400CommonNONE
58733R102MELIMERCADOLIBRE INC$343,4880.11%202CommonNONE
110122108BMYBRISTOL MYERS SQUIBB CO$336,0070.10%5,940CommonNONE
74766Q101QTRXQUANTERIX CORPORATION$334,8450.10%31,500CommonNONE
038222105AMATAPPLIED MATERIALS INC$325,4310.10%2,001CommonNONE
87612E106TGTTARGET CORP$322,9450.10%2,389CommonNONE
674599105OXYOCCIDENTAL PETE CORP$315,4050.10%6,383CommonNONE
921659108VNDAVANDA PHARMACEUTICALS INC$306,5600.10%64,000CommonNONE
816851109SRESEMPRA$302,1070.09%3,444CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$289,6090.09%16,721CommonNONE
33939L811IQDEUSDFLEXSHARES$281,3950.09%13,836CommonNONE
78442P106SLMSLM CORPORATION$277,9480.09%10,077CommonNONE
17275R102CSCOCISCO SYSTEMS INC$274,2140.09%4,632CommonNONE
33939L696ESGFLEXSHARES TR$263,7170.08%1,914CommonNONE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$263,2000.08%35,000CommonNONE
33939L100TILTFLEXSHARES TR$261,3050.08%1,210CommonNONE
29250N105ENBENBRIDGE INC$256,3190.08%6,041CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$255,5510.08%9,354CommonNONE
464287689IWVISHARES RUSSELL 3000 ETF$245,3390.08%734CommonNONE
219350105GLWCORNING INC$241,2400.08%5,076CommonNONE
375558103GILDGILEAD SCIENCES INC$240,1620.07%2,600CommonNONE
055622104BPBP P L C SPONSORED ADR$237,5930.07%8,037CommonNONE
126650100CVSCVS HEALTH CORPORATION$235,3120.07%5,241CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$235,1780.07%1,947CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$234,8830.07%399CommonNONE
37960A552NDIAGLOBAL X FUNDS$230,2540.07%8,027CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$227,2430.07%20,639CommonNONE
902973304USBUS BANCORP DEL$224,9920.07%4,704CommonNONE
78463V107GLDSPDR GOLD TR$223,4850.07%923CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$222,0900.07%3,000CommonNONE
33939L860QDFFLEXSHARES TR$215,9530.07%3,061CommonNONE
47804J776JHPIJOHN HANCOCK EXCHANGE TRADED$215,5010.07%9,567CommonNONE
670100205NVONOVO NORDISK A/S-ADR$209,8020.07%2,439CommonNONE
766559702RIGLRIGEL PHARMACEUTICALS INC$201,8400.06%12,000CommonNONE
69374H873ICOWPACER FDS TR$200,7980.06%6,879CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.