Emerald Advisors, LLC Incresed Positions in Q1 2025

Emerald Advisors, LLC

  • $750 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
4.01K
+ 0.62%
$890.62 - $1076.86 $3.57M - $4.32M
648K $612M
VTV
Vanguard Value ETF

ETFs
5.65K
+ 8.64%
$167.73 - $179.21 $948K - $1.01M
71.1K $12.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.3K
+ 7.19%
$36.91 - $41.03 $493K - $548K
199K $7.9M
IEFA
Ishares Tr

ETFs
4.77K
+ 5.0%
$69.57 - $78.65 $332K - $375K
100K $7.58M
IEMG
Ishares Inc

ETFs
8.41K
+ 6.01%
N/A
148K $7.95M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.7K
+ 11.14%
$27.01 - $28.54 $343K - $362K
127K $3.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
500
+ 25.83%
$442.66 - $534.52 $221K - $267K
2.44K $1.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.45K
+ 6.5%
$87.68 - $94.52 $215K - $231K
40.1K $3.76M
REET
Ishares Global Reit ETF

ETFs
10.8K
+ 13.55%
$23.24 - $25.16 $250K - $271K
90.3K $2.19M
CVX
Chevron Corp

Energy
775
+ 13.16%
$146.71 - $167.97 $114K - $130K
6.67K $1.11M
ABBV
Abb Vie Inc.

Healthcare
657
+ 17.59%
$169.2 - $216.66 $111K - $142K
4.39K $920K
KO
Coca Cola CO

Consumer Defensive
945
+ 5.3%
$60.81 - $72.32 $57.5K - $68.3K
18.8K $1.34M
XOM
Exxon Mobil Corp

Energy
1.12K
+ 29.5%
$105.44 - $118.93 $118K - $133K
4.91K $584K
V
Visa Inc.

Financial Services
312
+ 16.82%
$306.92 - $362.71 $95.8K - $113K
2.17K $759K
VZ
Verizon Communications Inc

Communication Services
1.43K
+ 7.41%
$37.81 - $46.49 $54.2K - $66.6K
20.8K $942K
VIG
Vanguard Dividend Appreciation

ETFs
903
+ 10.01%
N/A
9.92K $1.81M
TXN
Texas Instruments Inc

Technology
841
+ 16.68%
N/A
5.88K $1.14M
JPM
Jpmorgan Chase & CO

Financial Services
582
+ 18.13%
$225.19 - $279.95 $131K - $163K
3.79K $930K
JNJ
Johnson & Johnson

Healthcare
458
+ 14.82%
$142.06 - $167.7 $65.1K - $76.8K
3.55K $588K
PEP
Pepsico Inc

Consumer Defensive
955
+ 14.02%
$142.64 - $156.42 $136K - $149K
7.77K $1.16M
PG
Procter & Gamble CO

Consumer Defensive
600
+ 15.85%
$158.56 - $176.26 $95.1K - $106K
4.39K $747K
VLO
Valero Energy Corp

Energy
514
+ 13.7%
$121.76 - $142.99 $62.6K - $73.5K
4.27K $563K
BMY
Bristol Myers Squibb CO

Healthcare
476
+ 3.01%
$53.9 - $63.11 $25.7K - $30K
16.3K $994K
UNH
Unitedhealth Group Inc

Healthcare
156
+ 20.63%
$461.52 - $548.18 $72K - $85.5K
912 $477K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.67K
+ 6.78%
$50.44 - $50.7 $84.1K - $84.5K
26.3K $1.33M
EOG
Eog Resources Inc

Energy
446
+ 9.14%
$120.54 - $138.05 $53.8K - $61.6K
5.33K $683K
CSCO
Cisco Systems, Inc.

Technology
387
+ 1.81%
$58.74 - $64.87 $22.7K - $25.1K
21.8K $1.34M
FAST
Fastenal CO

Industrials
465
+ 7.95%
$71.11 - $79.98 $33.1K - $37.2K
6.32K $489K
F
Ford Motor CO

Consumer Cyclical
6.43K
+ 21.79%
$9.12 - $10.43 $58.7K - $67.1K
35.9K $360K
PAYX
Paychex Inc

Industrials
147
+ 4.87%
$136.06 - $154.52 $20K - $22.7K
3.16K $488K
SBUX
Starbucks Corp

Consumer Cyclical
477
+ 19.29%
$91.75 - $115.81 $43.8K - $55.2K
2.95K $289K
MRK
Merck & Co., Inc.

Healthcare
1.14K
+ 28.44%
$83.01 - $101.02 $94.5K - $115K
5.14K $461K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.08K
+ 6.39%
$62.72 - $71.92 $67.4K - $77.3K
17.9K $1.13M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.7K
+ 5.73%
$108.02 - $120.45 $292K - $325K
49.8K $5.49M
PFE
Pfizer Inc

Healthcare
3.15K
+ 11.06%
$25.01 - $27.13 $78.8K - $85.4K
31.6K $801K
HD
Home Depot, Inc.

Consumer Cyclical
331
+ 9.49%
$347.25 - $424.87 $115K - $141K
3.82K $1.4M
KMB
Kimberly Clark Corp

Consumer Defensive
56
+ 2.08%
$124.46 - $147.4 $6.97K - $8.25K
2.75K $391K
QCOM
Qualcomm Inc

Technology
228
+ 14.86%
$151.94 - $175.86 $34.6K - $40.1K
1.76K $270K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
326
+ 2.27%
$42.5 - $46.71 $13.9K - $15.2K
14.7K $664K
MA
Mastercard Inc

Financial Services
31
+ 4.6%
$504.67 - $576.31 $15.6K - $17.9K
705 $386K
VEA
Vanguard Ftse Developed Market

ETFs
57
+ 0.74%
$47.4 - $52.99 $2.7K - $3.02K
7.81K $396K
LMT
Lockheed Martin Corp

Industrials
226
+ 11.12%
$423.19 - $506.29 $95.6K - $114K
2.26K $1.01M
INTU
Intuit Inc

Technology
44
+ 11.76%
$555.63 - $630.23 $24.4K - $27.7K
418 $256K
UPS
United Parcel Service Inc

Industrials
1.06K
+ 17.05%
$109.66 - $136.26 $116K - $145K
7.29K $802K
OKE
Oneok Inc

Energy
211
+ 4.97%
$89.57 - $109.85 $18.9K - $23.2K
4.46K $442K
BOTZ
Global X Fds

ETFs
4.92K
+ 12.8%
$28.46 - $34.53 $140K - $170K
43.4K $1.24M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
140
+ 0.54%
N/A
25.9K $816K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16
+ 0.16%
$50.39 - $50.66 $806 - $811
9.71K $491K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
564
+ 9.21%
$192.82 - $222.1 $109K - $125K
6.69K $1.29M
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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