Emergent Wealth Advisors, LLC Incresed Positions in Q3 2025

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
924
+ 2.69%
$620.67 - $670.08 $573K - $619K
35.2K $23.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.2K
+ 18.93%
$97.75 - $100.75 $1.68M - $1.73M
108K $10.9B
IEFA
Ishares Tr

ETFs
8.53K
+ 13.37%
$81.7 - $87.53 $697K - $747K
72.4K $6.39B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.27K
+ 2.93%
$108.46 - $120.63 $247K - $274K
80K $9.49B
IEMG
Ishares Inc

ETFs
4.56K
+ 5.97%
N/A
80.9K $5.34B
VUG
Vanguard Growth ETF

ETFs
240
+ 1.96%
$433.97 - $484.08 $104K - $116K
12.5K $6B
NVDA
Nvidia Corp

Technology
229
+ 1.89%
$153.3 - $186.58 $35.1K - $42.7K
12.3K $2.3B
MSFT
Microsoft Corp

Technology
638
+ 26.46%
$491.09 - $535.64 $313K - $342K
3.05K $1.58B
BOND
Pimco Active Bond Exchange Tra

ETFs
5.02K
+ 8.21%
$90.83 - $93.81 $456K - $471K
66.2K $6.2B
VTV
Vanguard Value ETF

ETFs
911
+ 4.11%
$175.51 - $186.57 $160K - $170K
23.1K $4.32B
SPG
Simon Property Group Inc

Real Estate
557
+ 8.03%
$159.93 - $187.67 $89.1K - $105K
7.5K $1.41B
PFF
Ishares Trust Ishares Pfd And

ETFs
9.28K
+ 9.91%
$30.67 - $32.13 $285K - $298K
103K $3.27B
GOOGL
Alphabet Inc.

Communication Services
100
+ 2.84%
$174.36 - $254.72 $17.4K - $25.5K
3.63K $881M
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
+ 21.63%
$211.65 - $238.24 $252K - $284K
6.7K $1.47B
AAPL
Apple Inc.

Technology
173
+ 4.31%
$202.38 - $256.87 $35K - $44.4K
4.19K $1.07B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.35K
+ 21.69%
$85.01 - $90.35 $199K - $212K
13.2K $1.18B
BNDX
Vanguard Total International B

ETFs
6.34K
+ 9.64%
$49.0 - $49.51 $311K - $314K
72.1K $3.58B
HYG
Ishares Tr

ETFs
3.88K
+ 11.53%
$79.85 - $81.32 $310K - $316K
37.6K $3.07B
GOOG
Alphabet Inc.

Communication Services
281
+ 12.34%
$175.16 - $255.24 $49.2K - $71.7K
2.56K $623M
SOFI
So Fi Technologies, Inc.

Financial Services
18
+ 0.07%
$17.64 - $29.81 $318 - $537
26.2K $693M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.01K
+ 10.25%
$45.72 - $47.27 $275K - $284K
64.6K $3.05B
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.3K
+ 21.57%
$51.78 - $57.89 $119K - $133K
13K $746M
ABBV
Abb Vie Inc.

Healthcare
291
+ 10.96%
$184.85 - $231.54 $53.8K - $67.4K
2.95K $682M
AVGO
Broadcom Inc.

Technology
98
+ 3.09%
$264.74 - $369.57 $25.9K - $36.2K
3.27K $1.08B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
65
+ 0.19%
$54.35 - $59.32 $3.53K - $3.86K
35K $2.07B
QUAL
Ishares Msci Usa Quality Facto

ETFs
214
+ 1.99%
$182.33 - $194.5 $39K - $41.6K
11K $2.14B
EFV
Msci Eafe Value ETF

ETFs
368
+ 1.26%
$62.79 - $68.42 $23.1K - $25.2K
29.6K $2B
IVE
Ishares S&P 500 Value ETF

ETFs
334
+ 5.09%
$194.44 - $206.51 $64.9K - $69K
6.9K $1.42B
SCCO
Southern Copper Corp

Basic Materials
64
+ 1.07%
$90.54 - $121.36 $5.79K - $7.77K
6.05K $734M
JNJ
Johnson & Johnson

Healthcare
11
+ 0.37%
$155.17 - $185.42 $1.71K - $2.04K
2.99K $554M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
898
+ 32.79%
$74.93 - $80.73 $67.3K - $72.5K
3.64K $293M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.25%
$617.65 - $666.84 $1.24K - $1.33K
795 $530M
OMFL
Invesco Exchange Traded Self I

ETFs
6
+ 0.05%
$57.41 - $60.45 $344 - $363
12.3K $741M
CSCO
Cisco Systems, Inc.

Technology
1.24K
+ 12.53%
$66.2 - $71.79 $82K - $88.9K
11.1K $761M
UBER
Uber Technologies, Inc

Technology
114
+ 0.66%
$86.91 - $99.57 $9.91K - $11.4K
17.4K $1.7B
GLDM
World Gold Trust

ETFs
262
+ 5.9%
$64.73 - $76.45 $17K - $20K
4.7K $360M
T
At&T Inc.

Communication Services
3.46K
+ 7.92%
$26.94 - $29.62 $93.3K - $103K
47.2K $1.33B
BBUS
J P Morgan Exchg Traded Fd

ETFs
78
+ 1.25%
$111.77 - $121.28 $8.72K - $9.46K
6.33K $764M
VICI
Vici Properties Inc.

Real Estate
1.73K
+ 21.64%
$31.43 - $33.93 $54.3K - $58.6K
9.71K $317M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
98
+ 0.66%
$52.12 - $55.33 $5.11K - $5.42K
15K $829M
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.42%
$157.1 - $178.94 $1.57K - $1.79K
2.39K $422M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4
+ 0.08%
$110.74 - $122.12 $443 - $488
5.2K $629M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.36%
$282.78 - $316.06 $1.7K - $1.9K
1.7K $535M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
190
+ 2.03%
$41.34 - $45.65 $7.85K - $8.67K
9.56K $431M
MO
Altria Group, Inc.

Consumer Defensive
204
+ 5.88%
$57.75 - $67.68 $11.8K - $13.8K
3.67K $243M
WMT
Walmart Inc.

Consumer Defensive
20
+ 0.29%
$94.4 - $104.27 $1.89K - $2.09K
7.01K $723M
EMB
Ishares Tr

ETFs
309
+ 12.89%
$91.52 - $95.59 $28.3K - $29.5K
2.71K $258M
WFC
Wells Fargo & Company

Financial Services
301
+ 11.79%
$77.05 - $85.16 $23.2K - $25.6K
2.86K $239M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
40
+ 1.15%
$132.9 - $142.03 $5.32K - $5.68K
3.51K $494M
Activity Summary
Buys All Purchases 78 New Holdings 13 Increased Positions 65 Sells All Sells 32 Reductions 27 Sold out 5 Options Calls 0 Puts 0
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