Emerald Advisors, LLC Purchases and Sells in Q1 2024

Emerald Advisors, LLC

$561 Million
Q1 2024

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	1.73K + 2.92%	$147.46 - $162.86 $255K - $282K	61K $9.94M
IEFA	6.41K + 8.45%	$68.14 - $74.43 $437K - $477K	82.3K $6.11M
IEMG	9.89K + 8.89%	$47.6 - $51.96 $471K - $514K	121K $6.25M
IQLT	6.29K + 3.99%	$36.14 - $39.86 $227K - $251K	164K $6.51M
NVDA	111 + 9.51%	$475.69 - $950.02 $52.8K - $105K	1.28K $1.15M
GSLC	916 + 2.04%	$92.24 - $103.91 $84.5K - $95.2K	45.8K $4.76M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICSH	34.2K New	$50.35 - $50.6 $1.72M - $1.73M	34.2K $1.73M
CMG	300 New	$2212.8 - $2955.53 $664K - $887K	300 $872K
VTI	2.78K New	$232.77 - $260.14 $648K - $724K	2.78K $723K
HCA	750 New	$272.08 - $333.53 $204K - $250K	750 $250K
SOUN	10K New	$1.63 - $8.91 $16.3K - $89.1K	10K $58K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RWO	-5.39K - 50.13%	$40.98 - $43.83 $221K - $236K	5.36K $229K
NEM	-47 - 0.19%	$29.86 - $40.91 $1.4K - $1.92K	25.1K $899K
SCHE	-3.72K - 24.02%	$23.47 - $25.45 $87.3K - $94.6K	11.8K $296K
IAGG	-1.11K - 18.41%	$49.17 - $49.97 $54.7K - $55.6K	4.93K $246K
MMM	-396 - 11.75%	$91.25 - $110.0 $36.1K - $43.6K	2.98K $315K
HON	-216 - 11.44%	$193.01 - $209.0 $41.7K - $45.1K	1.67K $343K

Activity Summary All Purchases 59 New Holdings 5 Increased Positions 54 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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