Emerson Wealth, LLC Closed Holding Positions

Emerson Wealth, LLC

  • $153 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
NVDA
Nvidia Corp

Technology
Q2 2022 Filed on Aug 03, 2022
100
$151.59 - $273.6 $15.2K - $27.4K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
224
$90.7 - $106.19 $20.3K - $23.8K
T
At&T Inc.

Communication Services
Q1 2022 Filed on Apr 25, 2022
301
$17.29 - $20.63 $5.2K - $6.21K
BDX
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on Apr 25, 2022
5
$243.64 - $270.48 $1.22K - $1.35K
CAH
Cardinal Health Inc

Healthcare
Q1 2022 Filed on Apr 25, 2022
150
$50.56 - $57.96 $7.58K - $8.69K
CC
Chemours CO

Basic Materials
Q1 2022 Filed on Apr 25, 2022
87
$23.12 - $36.16 $2.01K - $3.15K
C
Citigroup Inc

Financial Services
Q1 2022 Filed on Apr 25, 2022
8
$53.4 - $67.84 $427 - $543
CTVA
Corteva, Inc.

Basic Materials
Q1 2022 Filed on Apr 25, 2022
168
$45.44 - $59.79 $7.63K - $10K
GE
General Electric CO

Industrials
Q1 2022 Filed on Apr 25, 2022
341
$85.38 - $103.16 $29.1K - $35.2K
NOK
Nokia Corp

Technology
Q1 2022 Filed on Apr 25, 2022
59
$4.53 - $6.29 $267 - $371
MCD
Mcdonalds Corp

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
18
$236.42 - $268.49 $4.26K - $4.83K
General Electric CO
Q3 2021 Filed on Oct 20, 2021
492
N/A
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2021 Filed on Oct 20, 2021
46
$38.21 - $40.67 $1.76K - $1.87K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2021 Filed on Oct 20, 2021
10
$51.52 - $54.94 $515 - $549
TWO
Two Harbors Investment Corp.

Real Estate
Q3 2021 Filed on Oct 20, 2021
31
$6.18 - $7.58 $192 - $235
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2021 Filed on Oct 20, 2021
44
$78.14 - $90.62 $3.44K - $3.99K
PEP
Pepsico Inc

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
200
$141.28 - $148.58 $28.3K - $29.7K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2021 Filed on Apr 22, 2021
20,321
$30.22 - $31.24 $614K - $635K
Alps ETF Tr
Q2 2020 Filed on Jul 14, 2020
520,451
N/A
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2020 Filed on Apr 20, 2020
1,195
$169.3 - $236.98 $202K - $283K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
Q2 2019 Filed on Sep 27, 2019
20,000
$10.11 - $16.22 $202K - $324K
Bemis CO Inc Com
Q2 2019 Filed on Sep 27, 2019
15,337
N/A
CMS
Cms Energy Corp

Utilities
Q2 2019 Filed on Sep 27, 2019
6,331
$53.56 - $59.15 $339K - $374K
Diversified Restaurant Holdings Inc Com Usd0.0001
Q2 2019 Filed on Sep 27, 2019
9,914,557
N/A
LMT
Lockheed Martin Corp

Industrials
Q2 2019 Filed on Sep 27, 2019
5,804
$297.27 - $363.54 $1.73M - $2.11M
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2019 Filed on Sep 27, 2019
3,736
$73.96 - $84.69 $276K - $316K
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2019 Filed on Sep 27, 2019
20,000
$114.88 - $142.46 $2.3M - $2.85M
ADNT
Adient PLC

Consumer Cyclical
Q2 2019 Filed on Sep 27, 2019
14,756
$14.37 - $25.91 $212K - $382K
PCAR
Paccar Inc

Industrials
Q2 2019 Filed on Sep 27, 2019
3,300
$65.82 - $72.23 $217K - $238K
ROKU
Roku, Inc

Communication Services
Q2 2019 Filed on Sep 27, 2019
5,000
$56.5 - $106.49 $283K - $532K
JCI
Johnson Controls International PLC

Industrials
Q1 2019 Filed on May 16, 2019
12,818
$30.01 - $36.96 $385K - $474K
Track This Portfolio

Track Emerson Wealth, LLC Portfolio

Follow Emerson Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Emerson Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emerson Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email