Emerald Advisors, LLC Incresed Positions in Q3 2024

Emerald Advisors, LLC

  • $695 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
75.8K
+ 213.17%
$77.02 - $85.06 $5.84M - $6.44M
111K $9.41M
SCHV
Schwab Strategic Tr Us Large C

ETFs
45.2K
+ 205.08%
$73.43 - $80.37 $3.32M - $3.63M
67.2K $5.4M
VTV
Vanguard Value ETF

ETFs
2.21K
+ 3.61%
$159.75 - $174.57 $353K - $386K
63.5K $11.1M
IEFA
Ishares Tr

ETFs
3.97K
+ 4.58%
$70.09 - $78.74 $278K - $313K
90.7K $7.08M
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.56K
+ 3.85%
$37.37 - $41.82 $245K - $274K
177K $7.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.11K
+ 3.81%
$105.53 - $118.34 $117K - $132K
30.4K $3.55M
VUG
Vanguard Growth ETF

ETFs
655
+ 4.01%
$341.08 - $391.94 $223K - $257K
17K $6.52M
IVV
Ishares Core S&P 500 ETF

ETFs
141
+ 1.3%
$520.18 - $576.82 $73.3K - $81.3K
11K $6.35M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.12K
+ 2.49%
$101.72 - $112.94 $114K - $127K
46.2K $5.22M
REET
Ishares Global Reit ETF

ETFs
3.06K
+ 3.94%
$23.07 - $27.17 $70.5K - $83.1K
80.6K $2.15M
HD
Home Depot, Inc.

Consumer Cyclical
274
+ 8.22%
$333.64 - $405.2 $91.4K - $111K
3.61K $1.46M
BMY
Bristol Myers Squibb CO

Healthcare
3.82K
+ 34.01%
$39.66 - $51.75 $152K - $198K
15.1K $779K
IEMG
Ishares Inc

ETFs
5.56K
+ 4.35%
$53.64 - $53.64 $298K - $298K
133K $7.16M
BLK
Black Rock Inc.

Financial Services
46
+ 3.88%
$782.27 - $949.51 $36K - $43.7K
1.23K $1.17M
LMT
Lockheed Martin Corp

Industrials
8
+ 0.41%
$460.3 - $584.56 $3.68K - $4.68K
1.94K $1.14M
ABBV
Abb Vie Inc.

Healthcare
780
+ 29.46%
$163.84 - $199.33 $128K - $155K
3.43K $676K
BNDX
Vanguard Total International B

ETFs
2.67K
+ 5.71%
$48.42 - $50.35 $129K - $135K
49.5K $2.49M
CSCO
Cisco Systems, Inc.

Technology
870
+ 4.29%
$44.74 - $53.22 $38.9K - $46.3K
21.1K $1.12M
KO
Coca Cola CO

Consumer Defensive
322
+ 1.93%
$62.69 - $73.01 $20.2K - $23.5K
17K $1.22M
USB
Us Bancorp \De\

Financial Services
1.33K
+ 12.6%
$39.04 - $47.23 $52K - $63K
11.9K $544K
BOTZ
Global X Fds

ETFs
1.8K
+ 5.06%
$27.68 - $32.27 $49.8K - $58.1K
37.4K $1.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
959
+ 12.42%
$100.3 - $100.74 $96.2K - $96.6K
8.68K $874K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
271
+ 1.38%
$56.88 - $63.65 $15.4K - $17.2K
19.9K $1.25M
META
Meta Platforms, Inc.

Communication Services
68
+ 8.61%
$453.41 - $572.44 $30.8K - $38.9K
858 $491K
FAST
Fastenal CO

Industrials
713
+ 14.58%
$62.09 - $71.83 $44.3K - $51.2K
5.6K $400K
VZ
Verizon Communications Inc

Communication Services
517
+ 2.9%
$38.89 - $45.0 $20.1K - $23.3K
18.4K $824K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
686
+ 6.11%
$60.84 - $67.51 $41.7K - $46.3K
11.9K $804K
SKYY
First Trust Cloud Computing Et

ETFs
274
+ 3.43%
$86.45 - $102.48 $23.7K - $28.1K
8.26K $844K
PAYX
Paychex Inc

Industrials
266
+ 9.94%
$116.17 - $135.19 $30.9K - $36K
2.94K $394K
OKE
Oneok Inc

Energy
416
+ 11.25%
$78.62 - $95.27 $32.7K - $39.6K
4.11K $374K
PEP
Pepsico Inc

Consumer Defensive
243
+ 3.89%
$161.9 - $179.3 $39.3K - $43.6K
6.48K $1.1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
469
+ 2.92%
$52.1 - $59.66 $24.4K - $28K
16.5K $978K
UPS
United Parcel Service Inc

Industrials
485
+ 9.19%
$123.32 - $147.38 $59.8K - $71.5K
5.76K $785K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
183
+ 3.08%
$178.94 - $207.0 $32.7K - $37.9K
6.13K $1.23M
PFE
Pfizer Inc

Healthcare
1.14K
+ 4.51%
$27.7 - $31.39 $31.4K - $35.6K
26.3K $760K
MA
Mastercard Inc

Financial Services
40
+ 6.46%
$429.6 - $500.99 $17.2K - $20K
659 $325K
F
Ford Motor CO

Consumer Cyclical
7.88K
+ 42.95%
$9.71 - $14.55 $76.5K - $115K
26.2K $276K
AMGN
Amgen Inc

Healthcare
42
+ 1.33%
$309.38 - $337.38 $13K - $14.2K
3.19K $1.03M
TXN
Texas Instruments Inc

Technology
205
+ 4.38%
$194.6 - $194.6 $39.9K - $39.9K
4.89K $951K
JPM
Jpmorgan Chase & CO

Financial Services
62
+ 1.98%
$194.9 - $224.8 $12.1K - $13.9K
3.2K $673K
V
Visa Inc.

Financial Services
54
+ 3.04%
$253.74 - $291.56 $13.7K - $15.7K
1.83K $503K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.11%
$160.76 - $177.82 $643 - $711
3.74K $646K
KMB
Kimberly Clark Corp

Consumer Defensive
143
+ 5.91%
$135.05 - $148.35 $19.3K - $21.2K
2.56K $364K
AVGO
Broadcom Inc.

Technology
5.23K
+ 858.95%
$136.27 - $1745.86 $713K - $9.13M
5.84K $1.01M
EOG
Eog Resources Inc

Energy
295
+ 6.87%
$117.9 - $132.65 $34.8K - $39.1K
4.59K $564K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
664
+ 2.77%
N/A
24.6K $775K
INTU
Intuit Inc

Technology
23
+ 6.8%
$602.97 - $670.49 $13.9K - $15.4K
361 $224K
Global X Fds
1.26K
+ 6.26%
N/A
21.3K $0
VLO
Valero Energy Corp

Energy
359
+ 11.48%
$132.81 - $163.48 $47.7K - $58.7K
3.49K $470K
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 22 Reductions 22 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