Emerald Advisors, LLC Portfolio Holdings
Emerald Advisors, LLC
- $695 Million
- Q3 2024
Emerald Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $695 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $556M, Vanguard Value ETF with a value of $11.1M, Schwab Strategic Tr Us Dividen with a value of $9.41M, Ishares Msci Intl Quality Fact with a value of $7.34M, and Ishares Inc with a value of $7.16M.
Examining the 13F form we can see an increase of $37.8M in the current position value, from $657M to 695M.
Below you can find more details about Emerald Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$695 Million
Consumer Defensive: $559 Million
ETFs: $92.9 Million
Technology: $14.7 Million
Consumer Cyclical: $5.69 Million
Healthcare: $5.18 Million
Communication Services: $4.86 Million
Financial Services: $4.29 Million
Industrials: $3.12 Million
Other: $5.39 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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