Emerald Advisors, LLC Purchases in Q3 2025

Emerald Advisors, LLC

  • $745 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
4.79K
+ 6.26%
$175.51 - $186.57 $841K - $894K
81.3K $15.2M
AAPL
Apple Inc.

Technology
21
+ 0.1%
$202.38 - $256.87 $4.25K - $5.39K
22K $5.61M
VUG
Vanguard Growth ETF

ETFs
652
+ 3.55%
$433.97 - $484.08 $283K - $316K
19K $9.12M
GOOG
Alphabet Inc.

Communication Services
156
+ 1.11%
$175.16 - $255.24 $27.3K - $39.8K
14.3K $3.47M
IEFA
Ishares Tr

ETFs
5.73K
+ 6.02%
$81.7 - $87.53 $468K - $502K
101K $8.82M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.76K
+ 5.26%
$121.46 - $130.92 $335K - $361K
55.1K $7.18M
IVV
Ishares Core S&P 500 ETF

ETFs
360
+ 3.02%
$620.67 - $670.08 $223K - $241K
12.3K $8.22M
IQLT
Ishares Msci Intl Quality Fact

ETFs
11.8K
+ 6.18%
$41.43 - $44.2 $487K - $520K
202K $8.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.77K
+ 7.71%
$108.46 - $120.63 $300K - $334K
38.6K $4.59M
RTX
Raytheon Technologies Corp

Industrials
3.17K
New
$144.19 - $167.33 $458K - $531K
3.17K $530K
IEMG
Ishares Inc

ETFs
7.2K
+ 5.22%
N/A
145K $7.78M
GOOGL
Alphabet Inc.

Communication Services
128
+ 2.44%
$174.36 - $254.72 $22.3K - $32.6K
5.38K $1.31M
ABBV
Abb Vie Inc.

Healthcare
426
+ 7.18%
$184.85 - $231.54 $78.7K - $98.6K
6.36K $1.47M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.37K
+ 25.47%
$100.37 - $100.74 $339K - $340K
16.6K $1.67M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.74K
+ 6.45%
$92.18 - $95.14 $252K - $260K
45.2K $4.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.21K
New
$91.44 - $91.77 $293K - $294K
3.21K $294K
BOTZ
Global X Fds

ETFs
3.79K
+ 7.85%
$32.14 - $35.96 $122K - $136K
52.1K $1.85M
SBUX
Starbucks Corp

Consumer Cyclical
3.2K
+ 121.21%
$81.9 - $96.86 $262K - $310K
5.84K $494K
HD
Home Depot, Inc.

Consumer Cyclical
234
+ 5.8%
$357.4 - $423.42 $83.6K - $99.1K
4.27K $1.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
859
New
$224.68 - $282.71 $193K - $243K
859 $239K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.84K
+ 3.65%
$26.38 - $27.95 $128K - $135K
137K $3.75M
CSX
Csx Corp

Industrials
6.06K
New
$32.05 - $36.52 $194K - $221K
6.06K $215K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.62K
New
$52.12 - $55.33 $189K - $200K
3.62K $200K
REET
Ishares Global Reit ETF

ETFs
4.28K
+ 4.62%
$24.45 - $25.91 $105K - $111K
96.8K $2.47M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2.36K
+ 16.99%
$52.31 - $56.47 $124K - $133K
16.3K $919K
MRK
Merck & Co., Inc.

Healthcare
1.49K
+ 11.47%
$77.6 - $87.37 $116K - $130K
14.5K $1.21M
CVX
Chevron Corp

Energy
586
+ 7.64%
$145.57 - $161.83 $85.3K - $94.8K
8.26K $1.28M
LMT
Lockheed Martin Corp

Industrials
183
+ 7.29%
$410.74 - $499.21 $75.2K - $91.4K
2.69K $1.34M
VLO
Valero Energy Corp

Energy
128
+ 3.02%
$131.77 - $175.63 $16.9K - $22.5K
4.37K $743K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
80
+ 1.17%
$225.11 - $247.9 $18K - $19.8K
6.93K $1.71M
PEP
Pepsico Inc

Consumer Defensive
557
+ 6.01%
$133.81 - $152.16 $74.5K - $84.8K
9.83K $1.38M
JNJ
Johnson & Johnson

Healthcare
154
+ 4.58%
$155.17 - $185.42 $23.9K - $28.6K
3.51K $651K
JPM
Jpmorgan Chase & CO

Financial Services
118
+ 3.02%
$282.78 - $316.06 $33.4K - $37.3K
4.03K $1.27M
FAST
Fastenal CO

Industrials
554
+ 4.32%
$42.47 - $50.39 $23.5K - $27.9K
13.4K $655K
AMGN
Amgen Inc

Healthcare
319
+ 7.43%
$271.18 - $309.22 $86.5K - $98.6K
4.61K $1.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.21K
+ 6.54%
$70.85 - $76.96 $85.4K - $92.8K
19.6K $1.49M
VZ
Verizon Communications Inc

Communication Services
1.9K
+ 8.21%
$40.84 - $45.06 $77.5K - $85.5K
25K $1.1M
XOM
Exxon Mobil Corp

Energy
288
+ 2.21%
$105.83 - $117.22 $30.5K - $33.8K
13.3K $1.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
387
+ 3.41%
$72.65 - $78.68 $28.1K - $30.4K
11.7K $919K
TXN
Texas Instruments Inc

Technology
421
+ 6.56%
N/A
6.83K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
83
+ 4.29%
$459.11 - $506.91 $38.1K - $42.1K
2.02K $1.02M
SLB
Schlumberger Limited

Energy
1.95K
+ 18.76%
$32.37 - $37.31 $63.3K - $72.9K
12.4K $425K
F
Ford Motor CO

Consumer Cyclical
1.9K
+ 5.07%
$10.82 - $12.09 $20.6K - $23K
39.4K $471K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.02%
$49.43 - $54.52 $148 - $164
12.6K $683K
AMZN
Amazon Com Inc

Consumer Cyclical
164
+ 0.92%
$211.65 - $238.24 $34.7K - $39.1K
18K $3.95M
VIG
Vanguard Dividend Appreciation

ETFs
201
+ 1.93%
N/A
10.6K $1.93M
LLY
Eli Lilly & CO

Healthcare
64
+ 6.27%
$625.65 - $812.69 $40K - $52K
1.09K $827K
META
Meta Platforms, Inc.

Communication Services
43
+ 5.76%
$695.21 - $791.73 $29.9K - $34K
790 $580K
MA
Mastercard Inc

Financial Services
40
+ 5.97%
$550.18 - $598.96 $22K - $24K
710 $403K
Activity Summary
Buys All Purchases 64 New Holdings 5 Increased Positions 59 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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