Emergent Wealth Advisors, LLC Purchases in Q3 2025

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
924
+ 2.69%
$620.67 - $670.08 $573K - $619K
35.2K $23.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.2K
+ 18.93%
$97.75 - $100.75 $1.68M - $1.73M
108K $10.9B
IEFA
Ishares Tr

ETFs
8.53K
+ 13.37%
$81.7 - $87.53 $697K - $747K
72.4K $6.39B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.27K
+ 2.93%
$108.46 - $120.63 $247K - $274K
80K $9.49B
IEMG
Ishares Inc

ETFs
4.56K
+ 5.97%
N/A
80.9K $5.34B
VUG
Vanguard Growth ETF

ETFs
240
+ 1.96%
$433.97 - $484.08 $104K - $116K
12.5K $6B
XTEN
Bondbloxx ETF Tr Bloomberg 10
10.1K
New
N/A
10.1K $469M
NVDA
Nvidia Corp

Technology
229
+ 1.89%
$153.3 - $186.58 $35.1K - $42.7K
12.3K $2.3B
MSFT
Microsoft Corp

Technology
638
+ 26.46%
$491.09 - $535.64 $313K - $342K
3.05K $1.58B
BOND
Pimco Active Bond Exchange Tra

ETFs
5.02K
+ 8.21%
$90.83 - $93.81 $456K - $471K
66.2K $6.2B
VTV
Vanguard Value ETF

ETFs
911
+ 4.11%
$175.51 - $186.57 $160K - $170K
23.1K $4.32B
WELL
Welltower Inc.

Real Estate
759
+ 10.22%
$150.71 - $178.14 $114K - $135K
8.19K $1.46B
SPG
Simon Property Group Inc

Real Estate
557
+ 8.03%
$159.93 - $187.67 $89.1K - $105K
7.5K $1.41B
PFF
Ishares Trust Ishares Pfd And

ETFs
9.28K
+ 9.91%
$30.67 - $32.13 $285K - $298K
103K $3.27B
HON
Honeywell International Inc

Industrials
1.27K
New
$207.7 - $240.4 $263K - $304K
1.27K $266M
GOOGL
Alphabet Inc.

Communication Services
100
+ 2.84%
$174.36 - $254.72 $17.4K - $25.5K
3.63K $881M
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
+ 21.63%
$211.65 - $238.24 $252K - $284K
6.7K $1.47B
MRK
Merck & Co., Inc.

Healthcare
2.93K
New
$77.6 - $87.37 $227K - $256K
2.93K $246M
AAPL
Apple Inc.

Technology
173
+ 4.31%
$202.38 - $256.87 $35K - $44.4K
4.19K $1.07B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.35K
+ 21.69%
$85.01 - $90.35 $199K - $212K
13.2K $1.18B
BNDX
Vanguard Total International B

ETFs
6.34K
+ 9.64%
$49.0 - $49.51 $311K - $314K
72.1K $3.58B
HYG
Ishares Tr

ETFs
3.88K
+ 11.53%
$79.85 - $81.32 $310K - $316K
37.6K $3.07B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.66K
New
$30.13 - $33.37 $201K - $222K
6.66K $222M
GOOG
Alphabet Inc.

Communication Services
281
+ 12.34%
$175.16 - $255.24 $49.2K - $71.7K
2.56K $623M
SOFI
So Fi Technologies, Inc.

Financial Services
18
+ 0.07%
$17.64 - $29.81 $318 - $537
26.2K $693M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.27K
New
$87.05 - $93.19 $198K - $212K
2.27K $211M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
5.89K
New
$33.05 - $35.83 $195K - $211K
5.89K $210M
WDC
Western Digital Corp

Technology
1.75K
New
$63.84 - $120.06 $112K - $210K
1.75K $210M
DASH
Door Dash, Inc.

Communication Services
756
New
$234.5 - $272.5 $177K - $206K
756 $206M
KO
Coca Cola CO

Consumer Defensive
3.1K
New
$65.67 - $71.67 $204K - $222K
3.1K $205M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.97K
New
$50.85 - $51.35 $202K - $204K
3.97K $203M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.01K
+ 10.25%
$45.72 - $47.27 $275K - $284K
64.6K $3.05B
ALLE
Allegion PLC

Industrials
1.13K
New
$145.55 - $179.33 $165K - $203K
1.13K $201M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.3K
+ 21.57%
$51.78 - $57.89 $119K - $133K
13K $746M
ABBV
Abb Vie Inc.

Healthcare
291
+ 10.96%
$184.85 - $231.54 $53.8K - $67.4K
2.95K $682M
AVGO
Broadcom Inc.

Technology
98
+ 3.09%
$264.74 - $369.57 $25.9K - $36.2K
3.27K $1.08B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
65
+ 0.19%
$54.35 - $59.32 $3.53K - $3.86K
35K $2.07B
QUAL
Ishares Msci Usa Quality Facto

ETFs
214
+ 1.99%
$182.33 - $194.5 $39K - $41.6K
11K $2.14B
EFV
Msci Eafe Value ETF

ETFs
368
+ 1.26%
$62.79 - $68.42 $23.1K - $25.2K
29.6K $2B
IVE
Ishares S&P 500 Value ETF

ETFs
334
+ 5.09%
$194.44 - $206.51 $64.9K - $69K
6.9K $1.42B
SCCO
Southern Copper Corp

Basic Materials
64
+ 1.07%
$90.54 - $121.36 $5.79K - $7.77K
6.05K $734M
JNJ
Johnson & Johnson

Healthcare
11
+ 0.37%
$155.17 - $185.42 $1.71K - $2.04K
2.99K $554M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
898
+ 32.79%
$74.93 - $80.73 $67.3K - $72.5K
3.64K $293M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.25%
$617.65 - $666.84 $1.24K - $1.33K
795 $530M
OMFL
Invesco Exchange Traded Self I

ETFs
6
+ 0.05%
$57.41 - $60.45 $344 - $363
12.3K $741M
AMCR
Amcor PLC

Consumer Cyclical
10.1K
New
$7.97 - $9.94 $80.2K - $100K
10.1K $82.3M
CSCO
Cisco Systems, Inc.

Technology
1.24K
+ 12.53%
$66.2 - $71.79 $82K - $88.9K
11.1K $761M
UBER
Uber Technologies, Inc

Technology
114
+ 0.66%
$86.91 - $99.57 $9.91K - $11.4K
17.4K $1.7B
GLDM
World Gold Trust

ETFs
262
+ 5.9%
$64.73 - $76.45 $17K - $20K
4.7K $360M
Activity Summary
Buys All Purchases 78 New Holdings 13 Increased Positions 65 Sells All Sells 32 Reductions 27 Sold out 5 Options Calls 0 Puts 0
Track This Portfolio

Track Emergent Wealth Advisors, LLC Portfolio

Follow Emergent Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Emergent Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emergent Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email