Emergent Wealth Advisors, LLC Closed Holding Positions

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
WFC
Wells Fargo & Company

Financial Services
Q3 2024 Filed on Dec 15, 2025
3,442
$51.58 - $60.97 $178K - $210K
MLR
Miller Industries Inc

Consumer Cyclical
Q2 2024 Filed on Dec 15, 2025
9,116
$48.71 - $60.8 $444K - $554K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
Q2 2024 Filed on Dec 15, 2025
30,200
$6.89 - $7.53 $208K - $227K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
Q2 2024 Filed on Dec 15, 2025
11,100
$22.58 - $26.75 $251K - $297K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q2 2024 Filed on Dec 15, 2025
26,903
$6.8 - $7.52 $183K - $202K
PPL
Ppl Corp

Utilities
Q2 2024 Filed on Dec 15, 2025
8,700
$26.01 - $29.84 $226K - $260K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
Q2 2024 Filed on Dec 15, 2025
22,133
$8.62 - $9.75 $191K - $216K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2024 Filed on Dec 15, 2025
21,071
$76.01 - $82.53 $1.6M - $1.74M
SAFT
Safety Insurance Group Inc

Financial Services
Q2 2024 Filed on Dec 15, 2025
3,950
$74.5 - $84.35 $294K - $333K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2024 Filed on Dec 15, 2025
3,311
$87.04 - $101.61 $288K - $336K
FNDX
Schwab Fundamental U S Large C

ETFs
Q2 2024 Filed on Dec 15, 2025
5,958
$63.87 - $67.55 $381K - $402K
EMF
Templeton Emerging Markets Fund

Financial Services
Q2 2024 Filed on Dec 15, 2025
11,350
$11.17 - $12.63 $127K - $143K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2024 Filed on Dec 15, 2025
18,005
$32.03 - $37.24 $577K - $671K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
Q2 2024 Filed on Dec 15, 2025
15,588
$11.7 - $12.2 $182K - $190K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
Q2 2024 Filed on Dec 15, 2025
22,670
$11.88 - $12.44 $269K - $282K
WDC
Western Digital Corp

Technology
Q2 2024 Filed on Dec 15, 2025
7,775
$66.05 - $80.23 $514K - $624K
KELYA
Kelly Services Inc

Industrials
Q2 2024 Filed on Dec 15, 2025
15,376
$21.13 - $24.58 $325K - $378K
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2024 Filed on Dec 15, 2025
5,079
$49.93 - $50.33 $254K - $256K
ALE
Allete Inc

Utilities
Q2 2024 Filed on Dec 15, 2025
5,165
$57.4 - $64.27 $296K - $332K
BNS
Bank Of Nova Scotia

Financial Services
Q2 2024 Filed on Dec 15, 2025
5,980
$45.12 - $50.46 $270K - $302K
BHE
Benchmark Electronics Inc

Technology
Q2 2024 Filed on Dec 15, 2025
11,700
$28.85 - $44.58 $338K - $522K
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2024 Filed on Dec 15, 2025
4,800
$41.01 - $51.49 $197K - $247K
CSIQ
Canadian Solar Inc.

Technology
Q2 2024 Filed on Dec 15, 2025
10,642
$14.41 - $19.87 $153K - $211K
CZNC
Citizens & Northern Corp

Financial Services
Q2 2024 Filed on Dec 15, 2025
15,750
$16.68 - $18.81 $263K - $296K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
Q2 2024 Filed on Dec 15, 2025
25,325
$7.57 - $8.33 $192K - $211K
EBF
Ennis, Inc.

Industrials
Q2 2024 Filed on Dec 15, 2025
15,000
$19.03 - $22.22 $285K - $333K
FNLC
First Bancorp, Inc

Financial Services
Q2 2024 Filed on Dec 15, 2025
15,494
$22.02 - $24.85 $341K - $385K
F
Ford Motor CO

Consumer Cyclical
Q2 2024 Filed on Dec 15, 2025
21,100
$11.56 - $13.65 $244K - $288K
INGR
Ingredion Inc

Consumer Defensive
Q2 2024 Filed on Dec 15, 2025
3,850
$110.13 - $121.37 $424K - $467K
INTC
Intel Corp

Technology
Q2 2024 Filed on Dec 15, 2025
4,465
$29.85 - $44.52 $133K - $199K
SLV
I Shares Silver Trust

ETFs
Q2 2024 Filed on Dec 15, 2025
29,408
$22.86 - $29.27 $672K - $861K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q2 2024 Filed on Dec 15, 2025
3,722
$98.66 - $105.11 $367K - $391K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2024 Filed on Dec 15, 2025
61,469
$22.12 - $22.75 $1.36M - $1.4M
PFE
Pfizer Inc

Healthcare
Q3 2025 Filed on Oct 30, 2025
9,435
$23.29 - $25.88 $220K - $244K
New Horizon Aircraft LTD
Q1 2025 Filed on Oct 30, 2025
50,000
N/A
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