Emerson Wealth, LLC Purchases in Q2 2022

Emerson Wealth, LLC

  • $153 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.28K
+ 37.92%
$89.03 - $109.02 $826K - $1.01M
33.8K $3.12M
IVV
Ishares Core S&P 500 ETF

ETFs
3.77K
+ 25.66%
$366.99 - $458.8 $1.38M - $1.73M
18.5K $7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.99K
New
$64.88 - $77.18 $259K - $308K
3.99K $267K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
215
+ 116.85%
N/A
399 $109K
AA
Alcoa Corp

Basic Materials
646
New
$45.58 - $90.9 $29.4K - $58.7K
646 $29K
NUE
Nucor Corp

Basic Materials
92
New
$104.41 - $175.59 $9.61K - $16.2K
92 $10K
MSFT
Microsoft Corp

Technology
18
New
$242.26 - $314.97 $4.36K - $5.67K
18 $5K
UPS
United Parcel Service Inc

Industrials
5
+ 35.71%
$167.39 - $206.64 $837 - $1.03K
19 $3K
AAPL
Apple Inc.

Technology
110
+ 26.96%
$130.06 - $178.44 $14.3K - $19.6K
518 $71K
DOW
Dow Inc.

Basic Materials
2
+ 1.04%
$51.06 - $70.61 $102 - $141
194 $10K
IEMG
Ishares Inc

ETFs
158
+ 5.32%
$48.46 - $57.45 $7.66K - $9.08K
3.13K $153K
BAX
Baxter International Inc

Healthcare
5
+ 0.39%
$63.83 - $80.0 $319 - $400
1.29K $83K
TIP
Ishares Tr Tips Bd ETF

ETFs
16
+ 0.08%
$113.44 - $123.09 $1.82K - $1.97K
20K $306K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.65%
$268.98 - $315.31 $1.61K - $1.89K
933 $256K
HYG
Ishares Tr

ETFs
207
+ 0.72%
$73.1 - $82.57 $15.1K - $17.1K
28.9K $367K
XT
Ishares Tr Exponential Technol

ETFs
1.3K
+ 20.32%
$45.91 - $60.17 $59.8K - $78.4K
7.71K $370K
EEM
Ishares Msci Emerging Markets

ETFs
853
+ 1.58%
$39.4 - $46.71 $33.6K - $39.8K
55K $568K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.74K
+ 1.44%
$99.01 - $106.84 $172K - $186K
122K $1.9M
ICF
Ishares Tr

ETFs
147
+ 0.67%
$57.32 - $74.48 $8.43K - $10.9K
22.2K $453K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.5K
+ 1.35%
$61.48 - $74.59 $92K - $112K
112K $1.27M
RWO
Spdr Dow Jones Global Real Est

ETFs
2.49K
+ 1.68%
$43.05 - $55.03 $107K - $137K
151K $6.65M
VV
Vanguard Large Cap ETF

ETFs
1.04K
+ 1.22%
$167.29 - $210.78 $173K - $218K
86K $14.8M
VB
Vanguard Small Cap ETF

ETFs
1.21K
+ 1.12%
$170.7 - $214.67 $207K - $260K
109K $19.2M
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 7 Reductions 5 Sold out 2 Options Calls 0 Puts 0
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