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
T
At&T Inc.

Communication Services
3.46K
+ 7.92%
$26.94 - $29.62 $93.3K - $103K
47.2K $1.33B
BBUS
J P Morgan Exchg Traded Fd

ETFs
78
+ 1.25%
$111.77 - $121.28 $8.72K - $9.46K
6.33K $764M
VICI
Vici Properties Inc.

Real Estate
1.73K
+ 21.64%
$31.43 - $33.93 $54.3K - $58.6K
9.71K $317M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
98
+ 0.66%
$52.12 - $55.33 $5.11K - $5.42K
15K $829M
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.42%
$157.1 - $178.94 $1.57K - $1.79K
2.39K $422M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4
+ 0.08%
$110.74 - $122.12 $443 - $488
5.2K $629M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.36%
$282.78 - $316.06 $1.7K - $1.9K
1.7K $535M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
190
+ 2.03%
$41.34 - $45.65 $7.85K - $8.67K
9.56K $431M
MO
Altria Group, Inc.

Consumer Defensive
204
+ 5.88%
$57.75 - $67.68 $11.8K - $13.8K
3.67K $243M
WMT
Walmart Inc.

Consumer Defensive
20
+ 0.29%
$94.4 - $104.27 $1.89K - $2.09K
7.01K $723M
WFC
Wells Fargo & Company

Financial Services
301
+ 11.79%
$77.05 - $85.16 $23.2K - $25.6K
2.86K $239M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
40
+ 1.15%
$132.9 - $142.03 $5.32K - $5.68K
3.51K $494M
META
Meta Platforms, Inc.

Communication Services
42
+ 5.07%
$695.21 - $791.73 $29.2K - $33.3K
871 $640M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
162
+ 1.55%
$41.5 - $43.83 $6.72K - $7.1K
10.6K $465M
IBM
International Business Machines Corp

Technology
203
+ 8.31%
$234.77 - $292.47 $47.7K - $59.4K
2.65K $747M
Blackrock ETF Trust Ii
357
+ 2.23%
N/A
16.4K $872M
SCHA
Schwab Strategic Tr Us Small C

ETFs
54
+ 0.59%
$25.29 - $28.33 $1.37K - $1.53K
9.16K $256M
CRWD
Crowd Strike Holdings, Inc.

Technology
85
+ 9.14%
$412.46 - $514.1 $35.1K - $43.7K
1.02K $498M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
31
+ 0.66%
$49.43 - $54.52 $1.53K - $1.69K
4.7K $255M
RSP
Invesco S&P 500 Equal Weight E

ETFs
21
+ 0.87%
$181.56 - $190.33 $3.81K - $4K
2.43K $461M
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.47%
$192.76 - $203.86 $1.54K - $1.63K
1.7K $345M
MTB
M&T Bank Corp

Financial Services
15
+ 0.39%
$183.74 - $204.05 $2.76K - $3.06K
3.84K $758M
VEA
Vanguard Ftse Developed Market

ETFs
16
+ 0.39%
$56.02 - $60.3 $896 - $965
4.09K $245M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.3%
$62.09 - $66.51 $621 - $665
3.3K $215M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
127
+ 2.44%
$46.86 - $48.27 $5.95K - $6.13K
5.34K $256M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.29K
+ 21.56%
$26.38 - $27.95 $86.8K - $92K
18.6K $506M
OKE
Oneok Inc

Energy
415
+ 14.22%
$71.36 - $83.47 $29.6K - $34.6K
3.33K $243M
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
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