Emergent Wealth Advisors, LLC Purchases and Sells in Q4 2025

Emergent Wealth Advisors, LLC

$178 Billion
Q4 2025

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NYF	35K + 693.04%	$53.26 - $53.83 $1.86M - $1.88M	40K $2.14B
BLACKROCK ETF TRUST II	29.8K + 181.79%	N/A	46.1K $2.43B
IEFA	13.3K + 18.31%	$86.09 - $89.88 $1.14M - $1.19M	85.6K $7.66B
DYNF	13.9K + 39.74%	$57.9 - $61.26 $805K - $852K	48.9K $2.97B
IEMG	6.27K + 7.75%	N/A	87.2K $5.86B
VTV	1.95K + 8.46%	$182.87 - $189.72 $357K - $371K	25.1K $4.79B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MALVERN FDS	13.4K New	N/A	13.4K $1.04B
XLK	5.89K New	$278.39 - $304.13 $1.64M - $1.79M	5.89K $848M
FMNY	15.2K New	$26.45 - $26.87 $403K - $409K	15.2K $407M
APH	2.93K New	$121.7 - $143.85 $357K - $421K	2.93K $396M
GLOBAL X FDS	5.68K New	N/A	5.68K $368M
BLACKROCK ETF TRUST	8.88K New	N/A	8.88K $342M

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-16.9K - 21.14%	$114.27 - $121.15 $1.93M - $2.05M	63.1K $7.58B
VXF	-6.16K - 21.49%	$204.22 - $215.05 $1.26M - $1.32M	22.5K $4.7B
BOND	-10.1K - 15.28%	$93.0 - $94.55 $941K - $956K	56.1K $5.22B
PFF	-27.2K - 26.44%	$30.84 - $31.79 $839K - $865K	75.7K $2.34B
HYG	-9.53K - 25.37%	$79.95 - $81.28 $762K - $775K	28K $2.26B
VMBS	-15.5K - 23.92%	$46.85 - $47.44 $724K - $733K	49.2K $2.31B

Activity Summary All Purchases 72 New Holdings 15 Increased Positions 57 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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