Emerson Wealth, LLC Portfolio Holdings
Emerson Wealth, LLC
- $153 Million
- Q2 2022
Emerson Wealth, LLC has filed its 13F form on August 03, 2022 for Q2 2022 where it was disclosed a total value porftolio of $153 Million distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $71.7M, Vanguard Small Cap ETF with a value of $19.2M, Ishares Russell 2000 ETF with a value of $16.1M, Vanguard Large Cap ETF with a value of $14.8M, and Ishares Core S&P 500 ETF with a value of $7M.
Examining the 13F form we can see an decrease of $27.9M in the current position value, from $181M to 153M. Also it can be appreciated an additional of 4 stocks purchases and 2 closed positions.
Below you can find more details about Emerson Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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