Emergent Wealth Advisors, LLC Sells in Q4 2025

Emergent Wealth Advisors, LLC

  • $178 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16.9K
- 21.14%
$114.27 - $121.15 $1.93M - $2.05M
63.1K $7.58B
VXF
Vanguard Extended Market ETF

ETFs
-6.16K
- 21.49%
$204.22 - $215.05 $1.26M - $1.32M
22.5K $4.7B
BOND
Pimco Active Bond Exchange Tra

ETFs
-10.1K
- 15.28%
$93.0 - $94.55 $941K - $956K
56.1K $5.22B
PFF
Ishares Trust Ishares Pfd And

ETFs
-27.2K
- 26.44%
$30.84 - $31.79 $839K - $865K
75.7K $2.34B
HYG
Ishares Tr

ETFs
-9.53K
- 25.37%
$79.95 - $81.28 $762K - $775K
28K $2.26B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-15.5K
- 23.92%
$46.85 - $47.44 $724K - $733K
49.2K $2.31B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.01K
- 4.63%
$99.87 - $101.27 $500K - $507K
103K $10.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.49K
- 11.38%
$76.84 - $80.86 $498K - $524K
50.5K $4.05B
T
At&T Inc.

Communication Services
-8.84K
- 18.74%
$24.44 - $27.55 $216K - $244K
38.3K $952M
EFG
Msci Eafe Growth ETF

ETFs
-3.32K
- 23.4%
$112.91 - $117.61 $375K - $390K
10.9K $1.24B
CHWY
Chewy, Inc.

Consumer Cyclical
-4.76K
- 28.11%
$32.82 - $39.54 $156K - $188K
12.2K $403M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.38K
- 7.98%
$46.57 - $47.16 $204K - $207K
50.5K $2.35B
IYW
Ishares Dj Us Tech ETF

ETFs
-972
- 23.25%
$192.8 - $211.27 $187K - $205K
3.21K $641M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.44K
- 10.96%
$88.67 - $92.06 $128K - $133K
11.7K $1.02B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.78K
- 26.17%
$67.07 - $73.01 $187K - $203K
7.84K $570M
NVDA
Nvidia Corp

Technology
-737
- 5.98%
$179.83 - $207.04 $133K - $153K
11.6K $2.16B
SOFI
So Fi Technologies, Inc.

Financial Services
-4.87K
- 18.56%
$25.24 - $32.21 $123K - $157K
21.4K $559M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.48K
- 7.72%
$118.29 - $126.28 $175K - $187K
17.7K $2.18B
PANW
Palo Alto Networks Inc

Technology
-482
- 25.56%
$204.77 - $221.38 $98.7K - $107K
1.4K $259M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-834
- 7.59%
$191.01 - $199.18 $159K - $166K
10.2K $2.02B
Astera Labs Inc
-42
- 1.22%
N/A
3.41K $567M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.99K
- 16.12%
$26.44 - $27.53 $79.1K - $82.3K
15.6K $427M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-311
- 5.99%
$117.68 - $124.18 $36.6K - $38.6K
4.88K $583M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.2K
- 7.98%
$54.27 - $56.85 $64.9K - $67.9K
13.8K $783M
MO
Altria Group, Inc.

Consumer Defensive
-75
- 2.04%
$56.38 - $66.65 $4.23K - $5K
3.6K $208M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
-796
- 11.0%
$48.61 - $52.13 $38.7K - $41.5K
6.44K $329M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-297
- 7.9%
$100.8 - $103.83 $29.9K - $30.8K
3.46K $360M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-167
- 6.26%
$242.67 - $261.79 $40.5K - $43.7K
2.5K $632M
EFV
Msci Eafe Value ETF

ETFs
-1.93K
- 6.54%
$66.73 - $70.99 $129K - $137K
27.7K $1.97B
BBUS
J P Morgan Exchg Traded Fd

ETFs
-330
- 5.21%
$118.35 - $124.49 $39.1K - $41.1K
6K $740M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-219
- 6.27%
$70.3 - $73.05 $15.4K - $16K
3.28K $234M
NMRK
Newmark Group, Inc.

Real Estate
-231
- 2.02%
$16.42 - $19.48 $3.79K - $4.5K
11.2K $194M
PLTR
Palantir Technologies Inc.

Technology
-28
- 1.65%
$172.14 - $207.18 $4.82K - $5.8K
1.67K $297M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-197
- 7.16%
N/A
2.55K $264M
OMFL
Invesco Exchange Traded Self I

ETFs
-301
- 2.45%
$59.09 - $61.05 $17.8K - $18.4K
12K $733M
MRK
Merck & Co., Inc.

Healthcare
-662
- 22.61%
$82.49 - $92.93 $54.6K - $61.5K
2.27K $239M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-11
- 0.21%
$47.89 - $48.53 $527 - $534
5.33K $255M
WDC
Western Digital Corp

Technology
-500
- 28.57%
$113.13 - $174.22 $56.6K - $87.1K
1.25K $215M
IMFL
Invesco Ex Tr Self Indx Fd Tr
-464
- 3.38%
$27.57 - $29.25 $12.8K - $13.6K
13.3K $395M
IVE
Ishares S&P 500 Value ETF

ETFs
-91
- 1.32%
$202.52 - $212.07 $18.4K - $19.3K
6.81K $1.44B
IVV
Ishares Core S&P 500 ETF

ETFs
-758
- 2.15%
$656.2 - $690.71 $497K - $524K
34.5K $23.6B
WMT
Walmart Inc.

Consumer Defensive
-183
- 2.61%
$101.18 - $109.03 $18.5K - $20K
6.83K $761M
WELL
Welltower Inc.

Real Estate
-84
- 1.03%
$165.94 - $193.82 $13.9K - $16.3K
8.1K $1.5B
GOOGL
Alphabet Inc.

Communication Services
-157
- 4.33%
$236.57 - $291.31 $37.1K - $45.7K
3.47K $1.09B
GLD
Spdr Gold Trust

ETFs
-389
- 4.01%
$354.79 - $403.15 $138K - $157K
9.3K $3.69B
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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