Empire Financial Management Company as of Sept. 30, 2024
Portfolio Holdings for Empire Financial Management Company
Empire Financial Management Company holds 203 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Etf Series Solutions Distillate Us (DSTL) | 4.3 | $14M | 249k | 56.73 | |
Microsoft Corporation (MSFT) | 3.7 | $12M | 28k | 430.31 | |
Apple (AAPL) | 3.1 | $9.9M | 43k | 233.00 | |
Eli Lilly & Co. (LLY) | 2.6 | $8.4M | 9.5k | 885.98 | |
JPMorgan Chase & Co. (JPM) | 2.5 | $8.2M | 39k | 210.86 | |
International Business Machines (IBM) | 2.0 | $6.7M | 30k | 221.09 | |
Litman Gregory Funds Trust Imgp Dbi Managed (DBMF) | 1.7 | $5.6M | 200k | 28.13 | |
Amazon (AMZN) | 1.7 | $5.4M | 29k | 186.33 | |
Home Depot (HD) | 1.4 | $4.6M | 11k | 405.23 | |
Constellation Energy (CEG) | 1.4 | $4.5M | 17k | 260.02 | |
Lockheed Martin Corporation (LMT) | 1.4 | $4.4M | 7.6k | 584.60 | |
Abbott Laboratories (ABT) | 1.4 | $4.4M | 39k | 114.01 | |
Pacer Fds Tr Globl Cash Etf (GCOW) | 1.4 | $4.4M | 120k | 36.49 | |
Ea Ser Tr Marketdesk Focus (FDIV) | 1.3 | $4.3M | 150k | 28.94 | |
American Express Company (AXP) | 1.3 | $4.2M | 16k | 271.20 | |
Raytheon Technologies Corp (RTX) | 1.3 | $4.2M | 35k | 121.16 | |
Pacer Funds Trust Metaurus Cap 400 (QDPL) | 1.2 | $4.0M | 106k | 37.96 | |
Procter & Gamble Company (PG) | 1.2 | $3.9M | 22k | 173.20 | |
Travelers Companies (TRV) | 1.2 | $3.8M | 16k | 234.12 | |
Etf Series Solutions Distillate Intnl (DSTX) | 1.2 | $3.8M | 146k | 25.83 | |
Public Service Enterprise (PEG) | 1.1 | $3.7M | 41k | 89.21 | |
John Hancock Exchange Traded Multifactr Sml (JHSC) | 1.1 | $3.6M | 91k | 40.14 | |
Automatic Data Processing (ADP) | 1.1 | $3.6M | 13k | 276.73 | |
Broadcom (AVGO) | 1.1 | $3.5M | 20k | 172.51 | |
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) | 1.1 | $3.4M | 16k | 220.89 | |
Sprott Physical Gold Tr Unit (PHYS) | 1.0 | $3.4M | 167k | 20.38 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.3M | 20k | 165.85 | |
Merck & Co (MRK) | 1.0 | $3.3M | 29k | 113.56 | |
Harbor Etf Trust Harbor Commodity (HGER) | 1.0 | $3.2M | 142k | 22.61 | |
Chevron Corporation (CVX) | 0.9 | $3.1M | 21k | 147.27 | |
Duke Energy Corporation Com New (DUK) | 0.9 | $3.0M | 26k | 115.30 | |
Amgen (AMGN) | 0.9 | $2.9M | 8.9k | 322.21 | |
Hershey Company (HSY) | 0.9 | $2.9M | 15k | 191.79 | |
American Century Etf Trust Intl Smcp Vlu (AVDV) | 0.9 | $2.8M | 40k | 70.67 | |
Nextera Energy (NEE) | 0.9 | $2.8M | 33k | 84.53 | |
Pfizer (PFE) | 0.8 | $2.8M | 95k | 28.94 | |
Texas Instruments Incorporated (TXN) | 0.8 | $2.5M | 12k | 206.57 | |
Vanguard Index Funds Total Stk Mkt (VTI) | 0.8 | $2.5M | 8.8k | 283.16 | |
UnitedHealth (UNH) | 0.8 | $2.5M | 4.2k | 584.68 | |
Johnson & Johnson (JNJ) | 0.8 | $2.5M | 15k | 162.06 | |
Honeywell International (HON) | 0.7 | $2.4M | 12k | 206.71 | |
Medtronic SHS (MDT) | 0.7 | $2.4M | 27k | 90.03 | |
Bank of America Corporation (BAC) | 0.7 | $2.4M | 60k | 39.68 | |
Abbvie (ABBV) | 0.7 | $2.3M | 12k | 197.49 | |
Exelon Corporation (EXC) | 0.7 | $2.3M | 58k | 40.55 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.3M | 5.1k | 460.26 | |
NVIDIA Corporation (NVDA) | 0.7 | $2.2M | 18k | 121.44 | |
Norfolk Southern (NSC) | 0.7 | $2.1M | 8.6k | 248.50 | |
Exxon Mobil Corporation (XOM) | 0.7 | $2.1M | 18k | 117.22 | |
J P Morgan Exchange Traded Equity Premium (JEPI) | 0.6 | $2.1M | 35k | 59.51 | |
Eaton Corporation SHS (ETN) | 0.6 | $2.1M | 6.3k | 331.47 | |
Coca-Cola Company (KO) | 0.6 | $2.0M | 28k | 71.86 | |
Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.6 | $2.0M | 104k | 19.25 | |
Oracle Corporation (ORCL) | 0.6 | $2.0M | 12k | 170.40 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.6 | $2.0M | 20k | 98.80 | |
Pepsi (PEP) | 0.6 | $1.9M | 11k | 170.06 | |
Paychex (PAYX) | 0.6 | $1.9M | 14k | 134.19 | |
Dupont De Nemours (DD) | 0.6 | $1.8M | 21k | 89.11 | |
Kinder Morgan (KMI) | 0.6 | $1.8M | 82k | 22.09 | |
Visa Com Cl A (V) | 0.5 | $1.7M | 6.3k | 274.98 | |
Colgate-Palmolive Company (CL) | 0.5 | $1.7M | 16k | 103.81 | |
Spdr S&p 500 Etf Trust Tr Unit (SPY) | 0.5 | $1.7M | 2.9k | 573.80 | |
J P Morgan Exchange-traded Nasdaq Eqt Prem (JEPQ) | 0.5 | $1.7M | 30k | 54.93 | |
Novartis Sponsored Adr (NVS) | 0.5 | $1.7M | 14k | 115.03 | |
Qualcomm (QCOM) | 0.5 | $1.6M | 9.6k | 170.06 | |
Goldman Sachs (GS) | 0.5 | $1.6M | 3.3k | 495.11 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.5 | $1.6M | 36k | 44.46 | |
Palo Alto Networks (PANW) | 0.5 | $1.5M | 4.4k | 341.80 | |
Emerson Electric (EMR) | 0.5 | $1.5M | 14k | 109.37 | |
Blackrock Etf Trust Ii Flexible Income (BINC) | 0.4 | $1.4M | 27k | 53.53 | |
Consolidated Edison (ED) | 0.4 | $1.4M | 14k | 104.13 | |
J P Morgan Exchange Traded Jpmorgan Diver (JPUS) | 0.4 | $1.4M | 12k | 119.68 | |
Dell Technologies CL C (DELL) | 0.4 | $1.3M | 11k | 118.54 | |
J P Morgan Exchange Traded Div Rtn Int Eq (JPIN) | 0.4 | $1.3M | 22k | 60.08 | |
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.3M | 23k | 57.83 | |
Jabil Circuit (JBL) | 0.4 | $1.3M | 11k | 119.83 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $1.3M | 2.5k | 493.80 | |
AutoZone (AZO) | 0.4 | $1.2M | 395.00 | 3150.04 | |
Southern Company (SO) | 0.4 | $1.2M | 14k | 90.18 | |
Brookfield Infrastructure Lp Int Unit (BIP) | 0.4 | $1.2M | 35k | 35.04 | |
Thermo Fisher Scientific (TMO) | 0.4 | $1.2M | 2.0k | 618.57 | |
Huntington Ingalls Inds (HII) | 0.4 | $1.2M | 4.6k | 264.38 | |
Ge Aerospace Com New (GE) | 0.4 | $1.2M | 6.2k | 188.58 | |
EOG Resources (EOG) | 0.4 | $1.2M | 9.4k | 122.93 | |
Etfis Series Trust I Virtus Infrcap (PFFA) | 0.4 | $1.2M | 50k | 22.83 | |
Etf Series Solutions Us Gbl Gld Pre (GOAU) | 0.3 | $1.1M | 53k | 21.31 | |
General Dynamics Corporation (GD) | 0.3 | $1.1M | 3.7k | 302.20 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.1M | 1.3k | 833.25 | |
Proshares S&p 500 Dividend S&p 500 Dv Arist (NOBL) | 0.3 | $1.1M | 10k | 106.76 | |
Stellantis N V SHS (STLA) | 0.3 | $1.0M | 73k | 14.05 | |
Baxter International (BAX) | 0.3 | $1.0M | 27k | 37.97 | |
Martin Marietta Materials (MLM) | 0.3 | $1.0M | 1.9k | 538.25 | |
Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.3 | $995k | 35k | 28.73 | |
Domino's Pizza (DPZ) | 0.3 | $986k | 2.3k | 430.14 | |
Cigna Corp (CI) | 0.3 | $978k | 2.8k | 346.44 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $971k | 61k | 16.05 | |
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.3 | $966k | 19k | 49.80 | |
Crocs (CROX) | 0.3 | $953k | 6.6k | 144.81 | |
Astrazeneca Sponsored Adr (AZN) | 0.3 | $935k | 12k | 77.91 | |
American International Group Com New (AIG) | 0.3 | $931k | 13k | 73.24 | |
Select Sector Spdr Trust Technology (XLK) | 0.3 | $925k | 4.1k | 225.76 | |
Dow (DOW) | 0.3 | $923k | 17k | 54.63 | |
Verizon Communications (VZ) | 0.3 | $916k | 20k | 44.91 | |
Cisco Systems (CSCO) | 0.3 | $914k | 17k | 53.22 | |
ConocoPhillips (COP) | 0.3 | $887k | 8.4k | 105.29 | |
McDonald's Corporation (MCD) | 0.3 | $886k | 2.9k | 304.61 | |
Blackstone Group Inc Com Cl A (BX) | 0.3 | $876k | 5.7k | 153.15 | |
Ishares Trust Core Msci Intl (IDEV) | 0.3 | $875k | 12k | 70.83 | |
Diageo Plc- Spon Adr New (DEO) | 0.3 | $874k | 6.2k | 140.34 | |
Mondelez International Cl A (MDLZ) | 0.3 | $862k | 12k | 73.67 | |
At&t (T) | 0.3 | $858k | 39k | 22.00 | |
Prudential Financial (PRU) | 0.3 | $854k | 7.1k | 121.10 | |
Carlyle Group (CG) | 0.3 | $818k | 19k | 43.06 | |
Wal-Mart Stores (WMT) | 0.2 | $791k | 9.8k | 80.75 | |
Chubb (CB) | 0.2 | $789k | 2.7k | 288.42 | |
W.R. Berkley Corporation (WRB) | 0.2 | $782k | 14k | 56.73 | |
General Mills (GIS) | 0.2 | $776k | 11k | 73.85 | |
American Electric Power Company (AEP) | 0.2 | $767k | 7.5k | 102.61 | |
Cummins (CMI) | 0.2 | $723k | 2.2k | 323.79 | |
Draftkings Com Cl A (DKNG) | 0.2 | $721k | 18k | 39.20 | |
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) | 0.2 | $713k | 3.8k | 189.80 | |
Morgan Stanley Com New (MS) | 0.2 | $694k | 6.7k | 104.24 | |
Codexis (CDXS) | 0.2 | $687k | 223k | 3.08 | |
Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $683k | 11k | 62.06 | |
Cardinal Health (CAH) | 0.2 | $682k | 6.2k | 110.52 | |
CSX Corporation (CSX) | 0.2 | $674k | 20k | 34.53 | |
Ishares Russell 1000 Growth Rus 1000 Grw Etf (IWF) | 0.2 | $656k | 1.7k | 375.38 | |
GSK Sponsored Adr (GSK) | 0.2 | $642k | 16k | 40.88 | |
Goldman Sachs Etf Trust Activebeta Us Lg (GSLC) | 0.2 | $642k | 5.7k | 112.94 | |
PPG Industries (PPG) | 0.2 | $636k | 4.8k | 132.46 | |
Applied Materials (AMAT) | 0.2 | $627k | 3.1k | 202.05 | |
Key (KEY) | 0.2 | $603k | 36k | 16.75 | |
Becton, Dickinson and (BDX) | 0.2 | $600k | 2.5k | 241.10 | |
Meta Platforms Cl A (META) | 0.2 | $593k | 1.0k | 572.44 | |
Union Pacific Corporation (UNP) | 0.2 | $590k | 2.4k | 246.48 | |
Starbucks Corporation (SBUX) | 0.2 | $589k | 6.0k | 97.50 | |
Stanley Black & Decker (SWK) | 0.2 | $584k | 5.3k | 110.13 | |
Boeing Company (BA) | 0.2 | $563k | 3.7k | 152.04 | |
Yum! Brands (YUM) | 0.2 | $560k | 4.0k | 139.72 | |
Select Sector Spdr Trust Energy (XLE) | 0.2 | $559k | 6.4k | 87.80 | |
Alliant Energy Corporation (LNT) | 0.2 | $546k | 9.0k | 60.70 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $545k | 3.8k | 142.28 | |
Hp (HPQ) | 0.2 | $542k | 15k | 35.87 | |
Vanguard Index Funds Growth Etf (VUG) | 0.2 | $530k | 1.4k | 383.93 | |
MGIC Investment (MTG) | 0.2 | $519k | 20k | 25.60 | |
Alps Etf Trust Alerian Mlp (AMLP) | 0.2 | $509k | 11k | 47.13 | |
Dominion Resources (D) | 0.2 | $489k | 8.5k | 57.79 | |
Quanterix Ord (QTRX) | 0.1 | $486k | 38k | 12.96 | |
Invitation Homes (INVH) | 0.1 | $485k | 14k | 35.26 | |
Costco Wholesale Corporation (COST) | 0.1 | $479k | 540.00 | 886.52 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $464k | 2.3k | 202.76 | |
Kraft Heinz (KHC) | 0.1 | $461k | 13k | 35.11 | |
Phillips 66 (PSX) | 0.1 | $453k | 3.4k | 131.47 | |
BioCryst Pharmaceuticals (BCRX) | 0.1 | $448k | 59k | 7.60 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $441k | 2.6k | 167.19 | |
Axogen (AXGN) | 0.1 | $435k | 31k | 14.02 | |
Campbell Soup Company (CPB) | 0.1 | $416k | 8.5k | 48.92 | |
Ishares Tr Core Div Grwth (DGRO) | 0.1 | $405k | 6.5k | 62.69 | |
Allstate Corporation (ALL) | 0.1 | $401k | 2.1k | 189.67 | |
Ge Vernova (GEV) | 0.1 | $392k | 1.5k | 254.98 | |
Ishares Silver Shares Ishares (SLV) | 0.1 | $388k | 14k | 28.41 | |
Blackrock Etf Tr Ii Aaa Clo Etf (CLOA) | 0.1 | $382k | 7.3k | 51.97 | |
Target Corporation (TGT) | 0.1 | $372k | 2.4k | 155.86 | |
Sabra Health Care REIT (SBRA) | 0.1 | $367k | 20k | 18.61 | |
Select Sector Spdr Trust Sbi Healthcare (XLV) | 0.1 | $364k | 2.4k | 154.02 | |
PPL Corporation (PPL) | 0.1 | $355k | 11k | 33.08 | |
Broadridge Financial Solutions (BR) | 0.1 | $349k | 1.6k | 215.12 | |
Deere & Company (DE) | 0.1 | $349k | 835.00 | 417.33 | |
Advanced Micro Devices (AMD) | 0.1 | $346k | 2.1k | 164.08 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $329k | 6.4k | 51.54 | |
MercadoLibre (MELI) | 0.1 | $326k | 159.00 | 2051.96 | |
Teva Pharmaceutical Sponsored Ads (TEVA) | 0.1 | $324k | 18k | 18.02 | |
Flexshares Intl Qltdv Def (IQDE) | 0.1 | $315k | 14k | 23.29 | |
Flexshares Tr Mornstar Usmkt (TILT) | 0.1 | $304k | 1.4k | 212.84 | |
CVS Caremark Corporation (CVS) | 0.1 | $300k | 4.8k | 62.89 | |
Unilever Spon Adr New (UL) | 0.1 | $295k | 4.5k | 64.96 | |
Sempra Energy (SRE) | 0.1 | $288k | 3.4k | 83.63 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $283k | 5.0k | 56.60 | |
Ishares Russell 3000 Etf Russell 3000 Etf (IWV) | 0.1 | $282k | 863.00 | 326.73 | |
Invesco Qqq Tr Etf (QQQ) | 0.1 | $266k | 544.00 | 488.74 | |
Global X Funds India Active Etf (NDIA) | 0.1 | $265k | 8.0k | 33.01 | |
Abrdn World Healthcare Fund Ben Int Shs (THW) | 0.1 | $262k | 20k | 13.27 | |
Flexshares Tr Stox Us Esg Slct (ESG) | 0.1 | $262k | 1.9k | 135.85 | |
Repro-Med Systems (KRMD) | 0.1 | $259k | 95k | 2.73 | |
Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $259k | 8.2k | 31.63 | |
BP P L C Sponsored Adr (BP) | 0.1 | $252k | 8.0k | 31.39 | |
Enbridge (ENB) | 0.1 | $245k | 6.0k | 40.61 | |
Rigel Pharmaceuticals (RIGL) | 0.1 | $231k | 14k | 16.18 | |
SLM Corporation (SLM) | 0.1 | $231k | 10k | 22.87 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $230k | 2.7k | 84.53 | |
SJW (SJW) | 0.1 | $230k | 4.0k | 58.12 | |
Novo Nordisk A/s- Adr (NVO) | 0.1 | $230k | 1.9k | 119.07 | |
Corning Incorporated (GLW) | 0.1 | $229k | 5.1k | 45.16 | |
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) | 0.1 | $227k | 393.00 | 576.82 | |
John Hancock Exchange Traded Preferred Income (JHPI) | 0.1 | $222k | 9.6k | 23.24 | |
Cooper Cos (COO) | 0.1 | $221k | 2.0k | 110.34 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $219k | 899.00 | 243.06 | |
Gilead Sciences (GILD) | 0.1 | $218k | 2.6k | 83.84 | |
Us Bancorp Del Com New (USB) | 0.1 | $215k | 4.7k | 45.73 | |
Intel Corporation (INTC) | 0.1 | $215k | 9.2k | 23.46 | |
Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $215k | 3.0k | 71.71 | |
Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $212k | 4.6k | 46.52 | |
Y Mabs Therapeutics (YMAB) | 0.1 | $210k | 16k | 13.15 |