MondegarAI
Empire Financial Management Company, LLC

Q1 2025 · 13F-HR

Empire Financial Management Company, LLCholdings as filed

Filed 2025-05-14 · accession 0001971875-25-000002

$323.6M
Reported value
197
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
26922A321DSTLETF SERIES SOLUTIONS$13.6M4.21%251,136CommonNONE
594918104MSFTMICROSOFT CORP$10.2M3.17%27,282CommonNONE
46625H100JPMJPMORGAN CHASE & CO$9.8M3.02%39,839CommonNONE
037833100AAPLAPPLE INC$9.7M2.99%43,484CommonNONE
532457108LLYELI LILLY & CO$7.8M2.40%9,388CommonNONE
459200101IBMINTERNATIONAL BUSINESS$6.6M2.05%26,625CommonNONE
023135106AMZNAMAZON.COM INC$6.6M2.04%34,670CommonNONE
00287Y109ABBVABBVIE INC$5.7M1.76%27,123CommonNONE
002824100ABTABBOTT LABORATORIES$5.3M1.63%39,644CommonNONE
53700T827DBMFLITMAN GREGORY FUNDS TRUST$5.2M1.61%205,657CommonNONE
69374H709GCOWPACER FDS TR$5.0M1.53%134,266CommonNONE
75513E101RTXRTX CORPORATION$4.7M1.44%35,131CommonNONE
02072L417FDIVEA SER TR$4.6M1.42%171,589CommonNONE
437076102HDHOME DEPOT INC$4.5M1.38%12,228CommonNONE
69374H436QDPLPACER FUNDS TRUST$4.3M1.33%117,701CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$4.3M1.33%178,598CommonNONE
89417E109TRVTHE TRAVELERS COMPANIES INC$4.1M1.27%15,591CommonNONE
025816109AXPAMERICAN EXPRESS COMPANY$4.0M1.25%15,036CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING INC$4.0M1.23%13,031CommonNONE
742718109PGPROCTER & GAMBLE CO$3.9M1.22%23,174CommonNONE
166764100CVXCHEVRON CORPORATION$3.7M1.13%21,840CommonNONE
41151J505HGERHARBOR ETF TRUST$3.6M1.12%150,500CommonNONE
26922B501DSTXETF SERIES SOLUTIONS$3.6M1.11%143,044CommonNONE
11135F101AVGOBROADCOM INC$3.6M1.11%21,389CommonNONE
26441C204DUKDUKE ENERGY CORPORATION$3.5M1.07%28,454CommonNONE
21037T109CEGCONSTELLATION ENERGY$3.5M1.07%17,121CommonNONE
744573106PEGPUBLIC SERVICE ENTERPRISE$3.4M1.05%41,416CommonNONE
02079K305GOOGLALPHABET INC$3.4M1.05%21,926CommonNONE
47804J842JHSCJOHN HANCOCK EXCHANGE TRADED$3.4M1.04%90,644CommonNONE
438516106HONHONEYWELL INTL INC$3.2M1.00%15,248CommonNONE
025072802AVDVAMERICAN CENTURY ETF TRUST$3.2M0.99%45,804CommonNONE
097023105BABOEING CO$3.1M0.95%18,000CommonNONE
031162100AMGNAMGEN INC$3.0M0.93%9,652CommonNONE
478160104JNJJOHNSON & JOHNSON$2.6M0.81%15,882CommonNONE
30161N101EXCEXELON CORPORATION$2.6M0.81%56,711CommonNONE
427866108HSYHERSHEY COMPANY (THE)$2.6M0.79%15,031CommonNONE
G5960L103MDTMEDTRONIC PLC$2.6M0.79%28,440CommonNONE
882508104TXNTEXAS INSTRUMENTS INCORPORATED$2.5M0.77%13,797CommonNONE
060505104BACBANK OF AMERICA CORP$2.4M0.75%58,416CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.4M0.74%4,382CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.4M0.74%4,542CommonNONE
704326107PAYXPAYCHEX INC$2.3M0.72%15,064CommonNONE
92826C839VVISA INC$2.2M0.68%6,310CommonNONE
922908769VTIVANGUARD INDEX FUNDS$2.2M0.68%7,957CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$2.2M0.67%9,088CommonNONE
30231G102XOMEXXON MOBIL CORP$2.1M0.66%18,058CommonNONE
98954M101ZGZILLOW GROUP INC$2.1M0.66%31,800CommonNONE
58933Y105MRKMERCK & CO INC$2.1M0.66%23,683CommonNONE
494368103KMBKIMBERLY CLARK CORP$2.1M0.64%14,525CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$2.0M0.63%10,264CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED$2.0M0.63%35,732CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M0.63%3,833CommonNONE
747525103QCOMQUALCOMM INC$2.0M0.62%13,081CommonNONE
191216100KOCOCA COLA COMPANY$2.0M0.62%27,930CommonNONE
55336V100MPLXMPLX LP$1.9M0.60%36,225CommonNONE
67066G104NVDANVIDIA CORP$1.9M0.60%17,872CommonNONE
14316J108CGCARLYLE GROUP INC (THE)$1.9M0.59%43,500CommonNONE
053332102AZOAUTOZONE INC$1.8M0.57%480CommonNONE
717081103PFEPFIZER INC$1.8M0.56%71,862CommonNONE
009158106APDAIR PRODUCTS & CHEMICALS INC$1.8M0.56%6,166CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.8M0.54%10,322CommonNONE
66987V109NVSNOVARTIS AG$1.7M0.54%15,695CommonNONE
194162103CLCOLGATE PALMOLIVE COMPANY$1.7M0.53%18,336CommonNONE
713448108PEPPEPSICO INC$1.7M0.52%11,184CommonNONE
H1467J104CBCHUBB LTD$1.7M0.52%5,543CommonNONE
25754A201DPZDOMINOS PIZZA INC$1.7M0.52%3,636CommonNONE
49456B101KMIKINDER MORGAN INC$1.6M0.50%56,400CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE-TRADED FD$1.6M0.49%30,885CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.6M0.49%21,895CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.5M0.47%13,720CommonNONE
68389X105ORCLORACLE CORPORATION$1.5M0.47%10,849CommonNONE
291011104EMREMERSON ELECTRIC CO$1.5M0.47%13,729CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.5M0.45%27,752CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$1.4M0.44%2,571CommonNONE
831865209AOSA O SMITH CORPORATION$1.4M0.43%21,521CommonNONE
N07059210ASMLASML HOLDING N V$1.4M0.43%2,092CommonNONE
69374H881COWZPACER FDS TR$1.3M0.41%24,372CommonNONE
26922A719GOAUETF SERIES SOLUTIONS$1.3M0.39%50,319CommonNONE
46641Q407JPUSJ P MORGAN EXCHANGE TRADED$1.3M0.39%10,913CommonNONE
842587107SOSOUTHERN CO$1.3M0.39%13,667CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.38%2,235CommonNONE
46641Q209JPINJ P MORGAN EXCHANGE TRADED$1.2M0.38%21,249CommonNONE
29273V100ETENERGY TRANSFER LP$1.2M0.37%65,025CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.36%2,348CommonNONE
084423102WRBBERKLEY W R CORPORATION$1.1M0.35%16,087CommonNONE
369604301GEGE AEROSPACE$1.1M0.35%5,652CommonNONE
G16252101BIPBROOKFIELD INFRASTRUCTURE$1.1M0.35%37,750CommonNONE
026874784AIGAMERICAN INTERNATIONAL GROUP$1.1M0.34%12,711CommonNONE
00206R102TAT&T INC$1.1M0.34%38,846CommonNONE
69374H360COWGPACER FDS TR$1.1M0.34%35,490CommonNONE
26923G822PFFAETFIS SERIES TRUST I$1.1M0.33%50,727CommonNONE
369550108GDGENERAL DYNAMICS CORP$980,1970.30%3,596CommonNONE
74348A467NOBLPROSHARES S&P 500 DIVIDEND$954,0740.29%9,337CommonNONE
580135101MCDMCDONALDS CORP$948,9750.29%3,037CommonNONE
92343V104VZVERIZON COMMUNICATIONS$924,9680.29%20,391CommonNONE
573284106MLMMARTIN MARIETTA MATERIALS INC$902,2310.28%1,887CommonNONE
37960A552NDIAGLOBAL X FUNDS$898,5140.28%31,987CommonNONE
20825C104COPCONOCOPHILLIPS$884,6580.27%8,423CommonNONE
046353108AZNNASTRAZENECA PLC$882,0000.27%12,000CommonNONE
12572Q105CMECME GROUP INC$877,8440.27%3,309CommonNONE
904767704UNILEVER PLC$866,2150.27%14,546CommonNONE
46435G326IDEVISHARES TRUST$863,9490.27%12,541CommonNONE
931142103WMTWALMART INC$860,0780.27%9,797CommonNONE
81369Y803XLKSELECT SECTOR SPDR TRUST$853,3810.26%4,133CommonNONE
14149Y108CAHCARDINAL HEALTH INC$849,6540.26%6,167CommonNONE
539830109LMTLOCKHEED MARTIN CORP$843,3880.26%1,888CommonNONE
G6683N103NUNU HOLDINGS LTD$837,3760.26%81,775CommonNONE
26614N102DDDUPONT DE NEMOURS INC$820,1770.25%10,982CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$816,8730.25%7,475CommonNONE
09260D107BXBLACKSTONE INC$799,2260.25%5,717CommonNONE
609207105MDLZMONDELEZ INTERNATIONAL INC$794,0590.25%11,703CommonNONE
192005106CDXSCODEXIS INC$793,5500.25%295,000CommonNONE
617446448MSMORGAN STANLEY$789,5050.24%6,767CommonNONE
744320102PRUPRUDENTIAL FINANCIAL INC$787,3440.24%7,050CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP-NEW$728,2500.23%770CommonNONE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$707,1050.22%3,758CommonNONE
921659108VNDAVANDA PHARMACEUTICALS INC$688,5000.21%150,000CommonNONE
231021106CMICUMMINS INC$684,8660.21%2,185CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$683,6250.21%7,500CommonNONE
833445109SNOWSNOWFLAKE INC$664,2970.21%4,545CommonNONE
988498101YUMYUM BRANDS INC$630,8950.19%4,009CommonNONE
075887109BDXBECTON DICKINSON & CO$622,1330.19%2,716CommonNONE
370334104GISGENERAL MILLS INC$621,8480.19%10,400CommonNONE
81369Y506XLESELECT SECTOR SPDR TRUST$610,6950.19%6,535CommonNONE
855244109SBUXSTARBUCKS CORP$592,7190.18%6,042CommonNONE
78433H501CSHINEOS ETF TRUST$592,1720.18%11,931CommonNONE
381430503GSLCGOLDMAN SACHS ETF TRUST$589,6980.18%5,357CommonNONE
018802108LNTALLIANT ENERGY CORPORATION$579,2060.18%9,000CommonNONE
126408103CSXCSX CORPORATION$574,6500.18%19,526CommonNONE
30303M102METAMETA PLATFORMS INC$574,6300.18%997CommonNONE
907818108UNPUNION PACIFIC CORP$565,0920.17%2,392CommonNONE
674599105OXYOCCIDENTAL PETE CORP$561,8860.17%11,383CommonNONE
00162Q452AMLPALPS ETF TRUST$560,9520.17%10,800CommonNONE
37954Y384BUGGLOBAL X FDS$549,7800.17%17,000CommonNONE
37733W204GSKGSK PLC$541,0420.17%13,966CommonNONE
718546104PSXPHILLIPS 66$539,1820.17%4,366CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH$538,7460.17%1,492CommonNONE
092528504CLOABLACKROCK ETF TRUST II$532,6090.16%10,286CommonNONE
693506107PPGPPG INDUSTRIES INC$524,8800.16%4,800CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$517,1300.16%1,010CommonNONE
78464A870XBISPDR SER TR$504,8470.16%6,225CommonNONE
552848103MTGMGIC INVESTMENT CORP-WISC$502,4300.16%20,275CommonNONE
922908736VUGVANGUARD INDEX FUNDS$498,7520.15%1,345CommonNONE
46187W107INVHINVITATION HOMES INC$479,5700.15%13,761CommonNONE
65339F101NEENEXTERA ENERGY INC$476,3090.15%6,719CommonNONE
36828A101GEVGE VERNOVA LLC$469,5200.15%1,538CommonNONE
25746U109DDOMINION ENERGY INC$451,6180.14%8,054CommonNONE
G29183103ETNEATON CORPORATION PLC$426,1780.13%1,567CommonNONE
766559702RIGLRIGEL PHARMACEUTICALS INC$422,7650.13%23,500CommonNONE
46432F396MTUMISHARES TR$422,0470.13%2,088CommonNONE
46428Q109SLVISHARES SILVER SHARES$421,6490.13%13,606CommonNONE
26875P101EOGEOG RES INC$418,7030.13%3,265CommonNONE
40434L105HPQHP INC$418,0770.13%15,098CommonNONE
493267108KEYKEYCORP NEW$416,1640.13%26,026CommonNONE
227046109CROXCROCS INC$395,8070.12%3,727CommonNONE
46434V621DGROISHARES TR$394,2790.12%6,382CommonNONE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$393,9270.12%1,624CommonNONE
69351T106PPLPPL CORPORATION$387,6250.12%10,734CommonNONE
02079K107GOOGALPHABET INC$376,8260.12%2,412CommonNONE
81369Y209XLVSELECT SECTOR SPDR TRUST$372,0330.11%2,548CommonNONE
110122108BMYBRISTOL MYERS SQUIBB CO$362,3240.11%5,940CommonNONE
58733R102MELIMERCADOLIBRE INC$358,9600.11%184CommonNONE
55087P104LYFTLYFT INC$356,1000.11%30,000CommonNONE
126650100CVSCVS HEALTH CORPORATION$355,1440.11%5,241CommonNONE
134429109CPBCAMPBELL S COMPANY (THE)$339,3980.10%8,501CommonNONE
74766Q101QTRXQUANTERIX CORPORATION$325,5000.10%50,000CommonNONE
02072L813MOODEA SER TR$318,2880.10%10,200CommonNONE
33939L837IQDFFLEXSHARES$301,9770.09%12,113CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$297,0190.09%10,623CommonNONE
78442P106SLMSLM CORPORATION$295,9880.09%10,077CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$292,1180.09%16,721CommonNONE
375558103GILDGILEAD SCIENCES INC$291,3300.09%2,600CommonNONE
038222105AMATAPPLIED MATERIALS INC$290,3930.09%2,001CommonNONE
466313103JBLJABIL INC$285,7470.09%2,100CommonNONE
17275R102CSCOCISCO SYSTEMS INC$284,1120.09%4,604CommonNONE
47804J776JHPIJOHN HANCOCK EXCHANGE TRADED$278,5160.09%12,428CommonNONE
881624209TEVATEVA PHARMACEUTICAL$276,6600.09%18,000CommonNONE
055622104BPBP P L C SPONSORED ADR$271,5920.08%8,037CommonNONE
29250N105ENBENBRIDGE INC$267,6760.08%6,041CommonNONE
78463V107GLDSPDR GOLD TR$265,9530.08%923CommonNONE
87612E106TGTTARGET CORP$249,3160.08%2,389CommonNONE
33939L100TILTFLEXSHARES TR$248,9400.08%1,210CommonNONE
816851109SRESEMPRA$245,7630.08%3,444CommonNONE
759910102KRMDKORU MEDICAL SYSTEMS INC$241,3600.07%95,024CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$240,8490.07%20,888CommonNONE
219350105GLWCORNING INC$232,4070.07%5,076CommonNONE
464287689IWVISHARES RUSSELL 3000 ETF$230,6060.07%726CommonNONE
33939L696ESGFLEXSHARES TR$226,1110.07%1,683CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$224,1980.07%399CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$217,4400.07%3,000CommonNONE
33939L860QDFFLEXSHARES TR$213,0090.07%3,116CommonNONE
69374H873ICOWPACER FDS TR$208,4990.06%6,638CommonNONE
723484101PNWPINNACLE WEST CAPITAL CORP$208,3080.06%2,186CommonNONE
071813109BAXBAXTER INTERNATIONAL INC$205,3800.06%6,000CommonNONE
278642103EBAYEBAY INC$204,5290.06%3,019CommonNONE
902973304USBUS BANCORP DEL$202,8240.06%4,804CommonNONE
74347B680REGLPROSHARES TRUST$201,7860.06%2,502CommonNONE

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.