Emergent Wealth Advisors, LLC Closed Holding Positions

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ABT
Abbott Laboratories

Healthcare
Q1 2025 Filed on Oct 30, 2025
2,155
$111.1 - $140.22 $239K - $302K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2025 Filed on Oct 30, 2025
2,668
$77.74 - $78.78 $207K - $210K
UNH
Unitedhealth Group Inc

Healthcare
Q2 2025 Filed on Oct 30, 2025
575
$274.35 - $599.47 $158K - $345K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2025 Filed on Oct 30, 2025
9,528
$18.94 - $21.67 $180K - $206K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2025 Filed on Oct 30, 2025
528
$634.14 - $744.83 $335K - $393K
CNXN
Pc Connection Inc

Technology
Q1 2025 Filed on Oct 30, 2025
3,250
$59.79 - $74.22 $194K - $241K
New Horizon Aircraft LTD
Q1 2025 Filed on Oct 30, 2025
50,000
N/A
USXF
Ishares Esg Advanced Msci Usa

Technology
Q3 2025 Filed on Oct 30, 2025
3,799
$53.69 - $57.31 $204K - $218K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2025 Filed on Oct 30, 2025
5,505
$36.63 - $37.45 $202K - $206K
IFRA
Ishares Tr

ETFs
Q1 2025 Filed on Oct 30, 2025
4,341
$44.8 - $49.25 $194K - $214K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2025 Filed on Oct 30, 2025
7,053
$34.83 - $37.52 $246K - $265K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2025 Filed on Oct 30, 2025
2,066
$101.98 - $115.66 $211K - $239K
DIS
Walt Disney CO

Communication Services
Q3 2025 Filed on Oct 30, 2025
1,711
$112.25 - $124.0 $192K - $212K
COP
Conocophillips

Energy
Q2 2025 Filed on Oct 30, 2025
1,913
$82.66 - $106.1 $158K - $203K
Cava Group Inc
Q3 2025 Filed on Oct 30, 2025
11,884
N/A
ARCC
Ares Capital Corp

Financial Services
Q3 2025 Filed on Oct 30, 2025
9,667
$20.41 - $23.25 $197K - $225K
PFE
Pfizer Inc

Healthcare
Q3 2025 Filed on Oct 30, 2025
9,435
$23.29 - $25.88 $220K - $244K
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