Emerald Advisors, LLC Purchases in Q1 2024

Emerald Advisors, LLC

  • $561 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
34.2K
New
$50.35 - $50.6 $1.72M - $1.73M
34.2K $1.73M
VTV
Vanguard Value ETF

ETFs
1.73K
+ 2.92%
$147.46 - $162.86 $255K - $282K
61K $9.94M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
300
New
$2212.8 - $2955.53 $664K - $887K
300 $872K
IEFA
Ishares Tr

ETFs
6.41K
+ 8.45%
$68.14 - $74.43 $437K - $477K
82.3K $6.11M
VTI
Vanguard Total Stock Market Et

ETFs
2.78K
New
$232.77 - $260.14 $648K - $724K
2.78K $723K
IEMG
Ishares Inc

ETFs
9.89K
+ 8.89%
$47.6 - $51.96 $471K - $514K
121K $6.25M
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.29K
+ 3.99%
$36.14 - $39.86 $227K - $251K
164K $6.51M
NVDA
Nvidia Corp

Technology
111
+ 9.51%
$475.69 - $950.02 $52.8K - $105K
1.28K $1.15M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
916
+ 2.04%
$92.24 - $103.91 $84.5K - $95.2K
45.8K $4.76M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.69K
+ 16.89%
$75.25 - $80.63 $353K - $378K
32.4K $2.62M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.04K
+ 3.06%
$77.86 - $83.58 $81.2K - $87.2K
35.1K $2.94M
HCA
Hca Healthcare, Inc.

Healthcare
750
New
$272.08 - $333.53 $204K - $250K
750 $250K
MRK
Merck & Co., Inc.

Healthcare
105
+ 1.27%
$113.24 - $131.95 $11.9K - $13.9K
8.35K $1.1M
JPM
Jpmorgan Chase & CO

Financial Services
450
+ 14.23%
$167.09 - $200.3 $75.2K - $90.1K
3.61K $723K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.06K
+ 25.3%
$54.97 - $61.53 $113K - $127K
10.2K $628K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
939
+ 3.42%
$102.35 - $110.52 $96.1K - $104K
28.4K $3.14M
GOOG
Alphabet Inc.

Communication Services
43
+ 0.32%
$132.56 - $154.84 $5.7K - $6.66K
13.6K $2.07M
VIG
Vanguard Dividend Appreciation

ETFs
311
+ 3.69%
$168.47 - $182.98 $52.4K - $56.9K
8.73K $1.59M
SCHV
Schwab Strategic Tr Us Large C

ETFs
229
+ 1.02%
$68.82 - $75.98 $15.8K - $17.4K
22.8K $1.73M
GOOGL
Alphabet Inc.

Communication Services
628
+ 16.32%
$131.4 - $153.51 $82.5K - $96.4K
4.48K $675K
BNDX
Vanguard Total International B

ETFs
2.96K
+ 6.91%
$48.47 - $49.33 $144K - $146K
45.8K $2.25M
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 1.28%
$338.26 - $395.2 $13.9K - $16.2K
3.25K $1.25M
BOTZ
Global X Fds

ETFs
465
+ 1.38%
$26.84 - $32.89 $12.5K - $15.3K
34.2K $1.09M
VLO
Valero Energy Corp

Energy
11
+ 0.43%
$124.77 - $170.98 $1.37K - $1.88K
2.58K $440K
CVX
Chevron Corp

Energy
294
+ 5.08%
$141.82 - $157.74 $41.7K - $46.4K
6.08K $959K
VZ
Verizon Communications Inc

Communication Services
336
+ 1.84%
$37.9 - $42.49 $12.7K - $14.3K
18.6K $781K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.17%
$163.11 - $183.59 $1.63K - $1.84K
5.97K $1.09M
TXN
Texas Instruments Inc

Technology
384
+ 9.88%
$156.85 - $175.27 $60.2K - $67.3K
4.27K $744K
PEP
Pepsico Inc

Consumer Defensive
265
+ 4.67%
$162.04 - $175.01 $42.9K - $46.4K
5.93K $1.04M
PFE
Pfizer Inc

Healthcare
3.14K
+ 19.06%
$25.89 - $29.73 $81.2K - $93.3K
19.6K $544K
KO
Coca Cola CO

Consumer Defensive
567
+ 3.62%
$58.91 - $61.24 $33.4K - $34.7K
16.2K $992K
XOM
Exxon Mobil Corp

Energy
130
+ 3.95%
$96.8 - $116.24 $12.6K - $15.1K
3.42K $397K
UPS
United Parcel Service Inc

Industrials
632
+ 20.1%
$139.08 - $161.22 $87.9K - $102K
3.78K $561K
ADP
Automatic Data Processing Inc

Industrials
87
+ 3.29%
$232.51 - $255.87 $20.2K - $22.3K
2.73K $682K
SKYY
First Trust Cloud Computing Et

ETFs
35
+ 0.45%
$83.32 - $97.12 $2.92K - $3.4K
7.86K $751K
PG
Procter & Gamble CO

Consumer Defensive
17
+ 0.45%
$147.42 - $162.61 $2.51K - $2.76K
3.79K $615K
SOUN
Soundhound Ai, Inc.

Technology
10K
New
$1.63 - $8.91 $16.3K - $89.1K
10K $58K
VEA
Vanguard Ftse Developed Market

ETFs
763
+ 11.06%
$46.21 - $50.27 $35.3K - $38.4K
7.66K $384K
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.36%
$396.28 - $446.38 $1.98K - $2.23K
1.4K $619K
EOG
Eog Resources Inc

Energy
220
+ 6.67%
$109.65 - $127.84 $24.1K - $28.1K
3.52K $449K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
24
+ 0.15%
$51.38 - $59.17 $1.23K - $1.42K
16K $899K
LMT
Lockheed Martin Corp

Industrials
85
+ 4.88%
$418.19 - $463.18 $35.5K - $39.4K
1.83K $831K
CSCO
Cisco Systems, Inc.

Technology
961
+ 5.42%
$48.06 - $52.33 $46.2K - $50.3K
18.7K $932K
BLK
Black Rock Inc.

Financial Services
14
+ 1.34%
$774.31 - $842.06 $10.8K - $11.8K
1.06K $885K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
634
+ 5.02%
$39.04 - $42.23 $24.8K - $26.8K
13.3K $554K
KMB
Kimberly Clark Corp

Consumer Defensive
129
+ 6.4%
$118.04 - $129.35 $15.2K - $16.7K
2.15K $277K
VTWO
Vanguard Russell 2000 ETF

ETFs
18
+ 0.28%
$76.54 - $85.06 $1.38K - $1.53K
6.43K $546K
ITW
Illinois Tool Works Inc

Industrials
54
+ 3.21%
$250.22 - $270.33 $13.5K - $14.6K
1.74K $466K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.17%
$462.18 - $530.16 $462 - $530
578 $303K
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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