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Home > Institutional Investor > Empire Financial Management Company, Llc > Profile

Instuitional Investor - Empire Financial Management Company, Llc

Fund Profile
Filing Period:
Fund Name: Empire Financial Management Company, Llc
Portfolio Value $323,582,737
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Series Solutions
 251,136 $13,621,641 4.21%
2.
Microsoft Corp
 MSFT 27,282 $10,241,502 3.17%
3.
Jpmorgan Chase & Co
 JPM 39,839 $9,772,535 3.02%
4.
Apple Inc.
 AAPL 43,484 $9,659,172 2.99%
5.
Eli Lilly & Co
 LLY 9,388 $7,754,110 2.4%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)