Emerald Advisors, LLC Purchases and Sells in Q1 2025

Emerald Advisors, LLC

$750 Million
Q1 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	4.01K + 0.62%	$890.62 - $1076.86 $3.57M - $4.32M	648K $612M
VTV	5.65K + 8.64%	$167.73 - $179.21 $948K - $1.01M	71.1K $12.3M
IQLT	13.3K + 7.19%	$36.91 - $41.03 $493K - $548K	199K $7.9M
IEFA	4.77K + 5.0%	$69.57 - $78.65 $332K - $375K	100K $7.58M
IEMG	8.41K + 6.01%	N/A	148K $7.95M
SCHD	12.7K + 11.14%	$27.01 - $28.54 $343K - $362K	127K $3.54M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HSY	1.61K New	$144.74 - $186.36 $233K - $299K	1.61K $274K
ORCL	1.84K New	$139.81 - $186.47 $257K - $343K	1.84K $257K
T	8.89K New	$21.56 - $28.28 $192K - $251K	8.89K $251K
JPIE	4.69K New	$45.46 - $46.18 $213K - $217K	4.69K $216K
DE	448 New	$408.57 - $509.27 $183K - $228K	448 $210K
TRV	775 New	$232.43 - $265.13 $180K - $205K	775 $204K

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	-18.7K - 35.19%	$48.33 - $49.5 $905K - $927K	34.5K $1.68M
SGOV	-7.47K - 32.2%	$100.34 - $100.68 $750K - $752K	15.7K $1.58M
AMZN	-802 - 4.35%	$190.26 - $242.06 $153K - $194K	17.6K $3.35M
NVDA	-1.58K - 11.04%	$106.98 - $149.43 $169K - $237K	12.8K $1.38M
SKYY	-2.24K - 26.96%	$102.23 - $131.18 $229K - $294K	6.07K $620K
SPLG	-215 - 1.76%	$64.88 - $72.1 $13.9K - $15.5K	12K $790K

Activity Summary All Purchases 74 New Holdings 7 Increased Positions 67 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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