Emerald Advisors, LLC Portfolio Holdings
Emerald Advisors, LLC
- $750 Million
- Q1 2025
Emerald Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $750 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $612M, Vanguard Value ETF with a value of $12.3M, Ishares Inc with a value of $7.95M, Ishares Msci Intl Quality Fact with a value of $7.9M, and Ishares Tr with a value of $7.58M.
Examining the 13F form we can see an increase of $26.5M in the current position value, from $723M to 750M.
Below you can find more details about Emerald Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$750 Million
Consumer Defensive: $616 Million
ETFs: $88.3 Million
Technology: $14.7 Million
Healthcare: $5.9 Million
Consumer Cyclical: $5.68 Million
Communication Services: $5.33 Million
Financial Services: $4.15 Million
Energy: $3.39 Million
Other: $5.46 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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