Emergent Wealth Advisors, LLC Incresed Positions in Q4 2025

Emergent Wealth Advisors, LLC

  • $178 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NYF
Ishares New York Muni Bond ETF

ETFs
35K
+ 693.04%
$53.26 - $53.83 $1.86M - $1.88M
40K $2.14B
Blackrock ETF Trust Ii
29.8K
+ 181.79%
N/A
46.1K $2.43B
IEFA
Ishares Tr

ETFs
13.3K
+ 18.31%
$86.09 - $89.88 $1.14M - $1.19M
85.6K $7.66B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.9K
+ 39.74%
$57.9 - $61.26 $805K - $852K
48.9K $2.97B
IEMG
Ishares Inc

ETFs
6.27K
+ 7.75%
N/A
87.2K $5.86B
VTV
Vanguard Value ETF

ETFs
1.95K
+ 8.46%
$182.87 - $189.72 $357K - $371K
25.1K $4.79B
AVGO
Broadcom Inc.

Technology
978
+ 29.87%
$324.63 - $385.98 $317K - $377K
4.25K $1.47B
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.82K
+ 77.73%
N/A
17.9K $826M
BA
Boeing CO

Industrials
1.58K
+ 97.46%
$191.81 - $225.32 $302K - $355K
3.19K $693M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.4K
+ 41.67%
$56.5 - $60.52 $305K - $327K
18.4K $1.09B
SPY
Spdr S&P 500 ETF Trust

ETFs
307
+ 38.62%
$653.02 - $687.39 $200K - $211K
1.1K $751M
Rocket Lab Corp
798
+ 11.61%
N/A
7.67K $535M
GOOG
Alphabet Inc.

Communication Services
55
+ 2.15%
$237.49 - $291.74 $13.1K - $16K
2.61K $820M
VUG
Vanguard Growth ETF

ETFs
181
+ 1.45%
$470.44 - $504.26 $85.1K - $91.3K
12.7K $6.19B
CSCO
Cisco Systems, Inc.

Technology
983
+ 8.84%
$67.46 - $78.0 $66.3K - $76.7K
12.1K $933M
JPM
Jpmorgan Chase & CO

Financial Services
496
+ 29.25%
$294.11 - $320.41 $146K - $159K
2.19K $706M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.21K
+ 80.89%
$51.27 - $51.8 $165K - $166K
7.18K $359M
SCCO
Southern Copper Corp

Basic Materials
50
+ 0.83%
$122.64 - $141.68 $6.13K - $7.08K
6.1K $875M
AAPL
Apple Inc.

Technology
229
+ 5.46%
$245.27 - $275.25 $56.2K - $63K
4.42K $1.2B
JNJ
Johnson & Johnson

Healthcare
322
+ 10.78%
$185.98 - $199.58 $59.9K - $64.3K
3.31K $685M
GLDM
World Gold Trust

ETFs
736
+ 15.65%
$76.32 - $86.69 $56.2K - $63.8K
5.44K $464M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
190
+ 37.77%
$475.68 - $513.11 $90.4K - $97.5K
693 $348M
ABBV
Abb Vie Inc.

Healthcare
430
+ 14.6%
$211.96 - $244.38 $91.1K - $105K
3.38K $771M
EMB
Ishares Tr

ETFs
880
+ 32.52%
$94.63 - $97.03 $83.3K - $85.4K
3.59K $345M
SPG
Simon Property Group Inc

Real Estate
452
+ 6.03%
$173.35 - $185.76 $78.4K - $84K
7.95K $1.47B
WFC
Wells Fargo & Company

Financial Services
356
+ 12.47%
$77.62 - $87.3 $27.6K - $31.1K
3.21K $299M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
338
+ 9.64%
$137.47 - $143.13 $46.5K - $48.4K
3.84K $552M
META
Meta Platforms, Inc.

Communication Services
184
+ 21.13%
$609.01 - $751.67 $112K - $138K
1.06K $697M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
906
+ 2.41%
$23.02 - $24.23 $20.9K - $22K
38.5K $924M
IBM
International Business Machines Corp

Technology
39
+ 1.47%
$275.97 - $314.98 $10.8K - $12.3K
2.69K $796M
SCHX
Schwab Strategic Tr Us Large C

ETFs
86
+ 0.13%
$25.85 - $27.19 $2.22K - $2.34K
66.1K $1.78B
PLW
Invesco 1 30 Laddered Treasury

ETFs
1.36K
+ 12.8%
N/A
12K $331M
MBB
Ishares Tr

ETFs
307
+ 2.12%
$94.9 - $96.23 $29.1K - $29.5K
14.8K $1.41B
GLW
Corning Inc

Technology
4
+ 0.08%
$82.06 - $90.29 $328 - $361
5.24K $459M
HD
Home Depot, Inc.

Consumer Cyclical
207
+ 25.59%
$358.03 - $397.02 $74.1K - $82.2K
1.02K $350M
MSFT
Microsoft Corp

Technology
256
+ 8.4%
$496.82 - $542.07 $127K - $139K
3.31K $1.6B
MTB
M&T Bank Corp

Financial Services
16
+ 0.42%
$178.63 - $195.63 $2.86K - $3.13K
3.85K $776M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.33K
+ 0.98%
$23.37 - $23.7 $31K - $31.4K
136K $3.18B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
22
+ 0.54%
$142.82 - $150.36 $3.14K - $3.31K
4.11K $612M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
205
+ 6.22%
$63.25 - $66.24 $13K - $13.6K
3.5K $231M
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.47%
$199.44 - $208.01 $1.6K - $1.66K
1.71K $359M
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 0.5%
$172.34 - $181.51 $2.07K - $2.18K
2.4K $434M
VEA
Vanguard Ftse Developed Market

ETFs
13
+ 0.32%
$59.18 - $62.09 $769 - $807
4.1K $256M
RSP
Invesco S&P 500 Equal Weight E

ETFs
30
+ 1.24%
$185.12 - $192.11 $5.55K - $5.76K
2.46K $471M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
22
+ 0.6%
$78.97 - $83.03 $1.74K - $1.83K
3.66K $302M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
33
+ 0.99%
$71.13 - $74.96 $2.35K - $2.47K
3.36K $249M
SCHA
Schwab Strategic Tr Us Small C

ETFs
20
+ 0.22%
$27.17 - $28.65 $543 - $573
9.18K $261M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6
+ 0.26%
$91.84 - $96.06 $551 - $576
2.28K $217M
OKE
Oneok Inc

Energy
41
+ 1.23%
$64.31 - $72.98 $2.64K - $2.99K
3.38K $248M
Activity Summary
Buys All Purchases 72 New Holdings 15 Increased Positions 57 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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