Emerald Advisors, LLC Purchases in Q2 2025

Emerald Advisors, LLC

  • $774 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
341
+ 2.89%
$354.56 - $497.45 $121K - $170K
12.1K $6.03M
VUG
Vanguard Growth ETF

ETFs
376
+ 2.09%
$329.49 - $438.4 $124K - $165K
18.4K $8.05M
VTV
Vanguard Value ETF

ETFs
5.43K
+ 7.64%
$153.67 - $176.74 $834K - $959K
76.5K $13.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
40.2K
New
$24.38 - $30.18 $981K - $1.21M
40.2K $1.21M
IVV
Ishares Core S&P 500 ETF

ETFs
512
+ 4.49%
$498.8 - $620.9 $255K - $318K
11.9K $7.4M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.55K
+ 5.13%
$97.68 - $121.38 $249K - $310K
52.4K $6.36M
NVDA
Nvidia Corp

Technology
1.5K
+ 11.74%
$94.31 - $157.99 $141K - $237K
14.3K $2.25M
XOM
Exxon Mobil Corp

Energy
8.11K
+ 165.04%
$99.93 - $119.04 $810K - $965K
13K $1.4M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
13.9K
New
$47.29 - $53.34 $658K - $742K
13.9K $731K
MRK
Merck & Co., Inc.

Healthcare
7.85K
+ 152.66%
$73.47 - $87.12 $576K - $683K
13K $1.03M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
17.1K
+ 65.86%
N/A
43K $1.35M
NFLX
Netflix Inc

Communication Services
65
+ 8.5%
$855.86 - $1339.13 $55.6K - $87K
830 $1.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.01K
+ 5.92%
$90.56 - $109.49 $182K - $220K
35.9K $3.92M
GOOG
Alphabet Inc.

Communication Services
440
+ 3.22%
$146.58 - $180.01 $64.5K - $79.2K
14.1K $2.5M
SLB
Schlumberger Limited

Energy
10.4K
New
$31.95 - $42.2 $333K - $439K
10.4K $351K
BOTZ
Global X Fds

ETFs
4.92K
+ 11.33%
$24.51 - $32.65 $120K - $160K
48.3K $1.58M
BA
Boeing CO

Industrials
1.51K
New
$136.59 - $217.51 $206K - $327K
1.51K $315K
FSMD
Fidelity Covington Tr Small Mi

ETFs
7.25K
New
$34.67 - $41.47 $251K - $301K
7.25K $300K
LLY
Eli Lilly & CO

Healthcare
386
+ 60.79%
$713.71 - $898.95 $275K - $347K
1.02K $795K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
166
+ 2.48%
$171.4 - $227.1 $28.5K - $37.7K
6.85K $1.56M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
537
+ 3.0%
$57.46 - $75.58 $30.9K - $40.6K
18.4K $1.39M
RWO
Spdr Dow Jones Global Real Est

ETFs
5.94K
New
$38.85 - $45.0 $231K - $267K
5.94K $262K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.33K
+ 5.81%
$85.42 - $94.39 $199K - $220K
42.4K $3.98M
IBM
International Business Machines Corp

Technology
769
New
$221.03 - $294.78 $170K - $227K
769 $226K
CSCO
Cisco Systems, Inc.

Technology
761
+ 3.49%
$53.19 - $69.38 $40.5K - $52.8K
22.5K $1.56M
GIS
General Mills Inc

Consumer Defensive
3.99K
New
$50.37 - $60.97 $201K - $243K
3.99K $206K
JPM
Jpmorgan Chase & CO

Financial Services
120
+ 3.16%
$210.28 - $289.91 $25.2K - $34.8K
3.91K $1.13M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.22K
+ 33.85%
$82.51 - $109.2 $100K - $133K
4.8K $524K
ABBV
Abb Vie Inc.

Healthcare
1.54K
+ 35.13%
$170.16 - $206.27 $263K - $318K
5.94K $1.1M
BLOK
Amplify ETF Tr Trnsformational

ETFs
611
+ 9.93%
$32.56 - $57.11 $19.9K - $34.9K
6.76K $386K
GOOGL
Alphabet Inc.

Communication Services
254
+ 5.08%
$144.7 - $178.6 $36.8K - $45.4K
5.26K $926K
LMT
Lockheed Martin Corp

Industrials
252
+ 11.16%
$430.82 - $486.45 $109K - $123K
2.51K $1.16M
TXN
Texas Instruments Inc

Technology
530
+ 9.01%
N/A
6.41K $1.25M
REET
Ishares Global Reit ETF

ETFs
2.17K
+ 2.4%
$21.59 - $25.16 $46.8K - $54.5K
92.5K $2.28M
VIG
Vanguard Dividend Appreciation

ETFs
491
+ 4.95%
N/A
10.4K $1.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
371
+ 0.55%
$23.55 - $27.67 $8.74K - $10.3K
67.7K $1.87M
SAN
Banco Santander, S.A.

Financial Services
10K
New
$5.72 - $8.32 $57.2K - $83.2K
10K $83K
HD
Home Depot, Inc.

Consumer Cyclical
215
+ 5.63%
$335.24 - $380.78 $72.1K - $81.9K
4.04K $1.48M
UIS
Unisys Corp

Technology
17.3K
New
$3.71 - $5.73 $64.2K - $99.1K
17.3K $78K
AMGN
Amgen Inc

Healthcare
662
+ 18.24%
$262.28 - $309.85 $174K - $205K
4.29K $1.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
267
+ 4.13%
$70.56 - $87.22 $18.8K - $23.3K
6.74K $587K
V
Visa Inc.

Financial Services
158
+ 7.29%
$308.27 - $373.31 $48.7K - $59K
2.33K $825K
OKE
Oneok Inc

Energy
1.76K
+ 39.39%
$78.71 - $100.37 $138K - $176K
6.21K $506K
EOG
Eog Resources Inc

Energy
911
+ 17.1%
$104.61 - $129.97 $95.3K - $118K
6.24K $746K
PEP
Pepsico Inc

Consumer Defensive
1.51K
+ 19.42%
$128.02 - $151.37 $193K - $228K
9.27K $1.22M
PG
Procter & Gamble CO

Consumer Defensive
677
+ 15.44%
$157.66 - $172.39 $107K - $117K
5.06K $806K
VZ
Verizon Communications Inc

Communication Services
2.33K
+ 11.19%
$41.67 - $45.62 $96.9K - $106K
23.1K $999K
KO
Coca Cola CO

Consumer Defensive
959
+ 5.11%
$68.37 - $73.9 $65.6K - $70.9K
19.7K $1.4M
FAST
Fastenal CO

Industrials
6.5K
+ 102.85%
$40.65 - $83.16 $264K - $540K
12.8K $538K
Activity Summary
Buys All Purchases 65 New Holdings 12 Increased Positions 53 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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