Emerald Advisors, LLC Incresed Positions 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
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
MRK
Merck & Co., Inc.

Healthcare
7.85K
+ 152.66%
$73.47 - $87.12 $576K - $683K
13K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
189
+ 1.07%
$167.32 - $223.3 $31.6K - $42.2K
17.8K $3.91M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
17.1K
+ 65.86%
N/A
43K $1.35M
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
BOTZ
Global X Fds

ETFs
4.92K
+ 11.33%
$24.51 - $32.65 $120K - $160K
48.3K $1.58M
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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.33K
+ 5.81%
$85.42 - $94.39 $199K - $220K
42.4K $3.98M
CSCO
Cisco Systems, Inc.

Technology
761
+ 3.49%
$53.19 - $69.38 $40.5K - $52.8K
22.5K $1.56M
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
LMT
Lockheed Martin Corp

Industrials
252
+ 11.16%
$430.82 - $486.45 $109K - $123K
2.51K $1.16M
GOOGL
Alphabet Inc.

Communication Services
254
+ 5.08%
$144.7 - $178.6 $36.8K - $45.4K
5.26K $926K
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
HD
Home Depot, Inc.

Consumer Cyclical
215
+ 5.63%
$335.24 - $380.78 $72.1K - $81.9K
4.04K $1.48M
AMGN
Amgen Inc

Healthcare
662
+ 18.24%
$262.28 - $309.85 $174K - $205K
4.29K $1.2M
V
Visa Inc.

Financial Services
158
+ 7.29%
$308.27 - $373.31 $48.7K - $59K
2.33K $825K
VTWO
Vanguard Russell 2000 ETF

ETFs
267
+ 4.13%
$70.56 - $87.22 $18.8K - $23.3K
6.74K $587K
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
F
Ford Motor CO

Consumer Cyclical
1.56K
+ 4.33%
$8.69 - $10.85 $13.5K - $16.9K
37.5K $406K
PAYX
Paychex Inc

Industrials
366
+ 11.57%
$137.01 - $159.78 $50.1K - $58.5K
3.53K $513K
KMB
Kimberly Clark Corp

Consumer Defensive
402
+ 14.62%
$126.84 - $145.22 $51K - $58.4K
3.15K $406K
JPIE
J P Morgan Exchange Traded Fd
145
+ 3.09%
$45.12 - $46.32 $6.54K - $6.72K
4.84K $224K
Global X Fds
3.94K
+ 15.07%
N/A
30.1K $0
Linde PLC
81
+ 12.56%
N/A
726 $0
Bitwise Bitcoin ETF Tr
9.22K
+ 148.1%
N/A
15.4K $0
UPS
United Parcel Service Inc

Industrials
649
+ 8.9%
$91.92 - $110.2 $59.7K - $71.5K
7.94K $801K
AAPL
Apple Inc.

Technology
1.63K
+ 8.02%
$172.42 - $223.89 $282K - $366K
22K $4.52M
CVX
Chevron Corp

Energy
1.01K
+ 15.12%
$133.73 - $168.51 $135K - $170K
7.67K $1.1M
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
Track This Portfolio

Track Emerald Advisors, LLC Portfolio

Follow Emerald Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Emerald Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emerald Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email