Emerald Advisors, LLC Portfolio Holdings
Emerald Advisors, LLC
- $723 Million
- Q4 2024
Emerald Advisors, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $723 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $590M, Vanguard Value ETF with a value of $11.1M, Ishares Inc with a value of $7.5M, Vanguard Growth ETF with a value of $7.06M, and Ishares Msci Intl Quality Fact with a value of $6.89M.
Examining the 13F form we can see an increase of $27.8M in the current position value, from $695M to 723M.
Below you can find more details about Emerald Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$723 Million
Consumer Defensive: $593 Million
ETFs: $86.1 Million
Technology: $16.3 Million
Consumer Cyclical: $6.29 Million
Communication Services: $5.39 Million
Healthcare: $4.9 Million
Financial Services: $3.18 Million
Industrials: $2.83 Million
Other: $5.05 Million