Emerald Advisors, LLC Portfolio Holdings
Emerald Advisors, LLC
- $774 Million
- Q2 2025
Emerald Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $774 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $623M, Vanguard Value ETF with a value of $13.5M, Ishares Msci Intl Quality Fact with a value of $8.22M, Vanguard Growth ETF with a value of $8.05M, and Ishares Tr with a value of $7.95M.
Examining the 13F form we can see an increase of $24.6M in the current position value, from $750M to 774M.
Below you can find more details about Emerald Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$774 Million
Consumer Defensive: $627 Million
ETFs: $95.9 Million
Technology: $18.1 Million
Consumer Cyclical: $6.38 Million
Healthcare: $6.15 Million
Communication Services: $6.09 Million
Energy: $4.67 Million
Financial Services: $3.81 Million
Other: $6.1 Million