Empire Life Investments Inc.
CIK 1640951 · Holdings on Dec 31, 2024 · First reported Jan 30, 2025
Top ten holdings
Q4 2024- MSFT6.87%
- VOO4.87%
- AMZN4.78%
- GOOG3.47%
- V3.17%
- PNC2.80%
- AAPL2.19%
- ELV2.19%
- MA2.15%
- FISV2.11%
Share classes counted separately34.60%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMZNWeight increased · +1.27 pp3.51% → 4.78%Shares +38.10K (+12.34%)
- NEMWeight decreased · -0.91 pp2.83% → 1.92%Shares -46.39K (-5.34%)
- ELVWeight decreased · -0.88 pp3.07% → 2.19%Shares -2.17K (-2.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $109.38M | 6.87% | 259.50K shares | 7.08% → 6.87%-0.21 pp -10.18K (-3.78%) | Reduced | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $77.54M | 4.87% | 143.92K shares | 4.51% → 4.87%+0.36 pp +3.77K (+2.69%) | Added | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $76.11M | 4.78% | 346.92K shares | 3.51% → 4.78%+1.27 pp +38.10K (+12.34%) | Added | ↗▾ |
| 04 | GOOGALPHABET INC-CL CCLS C View history and evidence | $55.27M | 3.47% | 290.22K shares | 2.74% → 3.47%+0.73 pp +21.87K (+8.15%) | Added | ↗▾ |
| 05 | VVISA INC-CLASS A SHARESCLS A View history and evidence | $50.45M | 3.17% | 159.62K shares | 3.05% → 3.17%+0.12 pp -22.27K (-12.24%) | Reduced | ↗▾ |
| 06 | PNCPNC FINANCIAL SERVICES GROUP View history and evidence | $44.59M | 2.80% | 231.21K shares | 2.76% → 2.80%+0.04 pp -13.49K (-5.51%) | Reduced | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $34.92M | 2.19% | 139.44K shares | 1.49% → 2.19%+0.70 pp +34.27K (+32.58%) | Added | ↗▾ |
| 08 | ELVELEVANCE HEALTH INC View history and evidence | $34.88M | 2.19% | 94.55K shares | 3.07% → 2.19%-0.88 pp -2.17K (-2.25%) | Reduced | ↗▾ |
| 09 | MAMASTERCARD INC - ACLS A View history and evidence | $34.24M | 2.15% | 65.02K shares | 2.06% → 2.15%+0.09 pp -3.39K (-4.96%) | Reduced | ↗▾ |
| 10 | FISVFISERV INC View history and evidence | $33.59M | 2.11% | 163.52K shares | 2.08% → 2.11%+0.03 pp -26.02K (-13.73%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GNTX GENTEX CORP | Non-derivative | -378,102 | -$11.23M | SEC filing ↗ | SEC filing ↗ |
| ADP AUTOMATIC DATA PROCESSING | Non-derivative | -23,205 | -$6.42M | SEC filing ↗ | SEC filing ↗ |
| TDVG T ROWE PRICE DIVIDEND GROWTH | Non-derivative | -103,348 | -$4.23M | SEC filing ↗ | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1640951 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1592502749
}Research all 103 reported holdings.
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