Emergent Wealth Advisors, LLC Purchases in Q4 2025

Emergent Wealth Advisors, LLC

  • $178 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NYF
Ishares New York Muni Bond ETF

ETFs
35K
+ 693.04%
$53.26 - $53.83 $1.86M - $1.88M
40K $2.14B
Blackrock ETF Trust Ii
29.8K
+ 181.79%
N/A
46.1K $2.43B
IEFA
Ishares Tr

ETFs
13.3K
+ 18.31%
$86.09 - $89.88 $1.14M - $1.19M
85.6K $7.66B
Vanguard Malvern Fds
13.4K
New
N/A
13.4K $1.04B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.9K
+ 39.74%
$57.9 - $61.26 $805K - $852K
48.9K $2.97B
XLK
Technology Sector Spdr

ETFs
5.89K
New
$278.39 - $304.13 $1.64M - $1.79M
5.89K $848M
IEMG
Ishares Inc

ETFs
6.27K
+ 7.75%
N/A
87.2K $5.86B
VTV
Vanguard Value ETF

ETFs
1.95K
+ 8.46%
$182.87 - $189.72 $357K - $371K
25.1K $4.79B
FMNY
First Tr Exch Trad Fd Iii New
15.2K
New
$26.45 - $26.87 $403K - $409K
15.2K $407M
APH
Amphenol Corp

Technology
2.93K
New
$121.7 - $143.85 $357K - $421K
2.93K $396M
Global X Fds
5.68K
New
N/A
5.68K $368M
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.82K
+ 77.73%
N/A
17.9K $826M
BA
Boeing CO

Industrials
1.58K
+ 97.46%
$191.81 - $225.32 $302K - $355K
3.19K $693M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.4K
+ 41.67%
$56.5 - $60.52 $305K - $327K
18.4K $1.09B
Blackrock ETF Trust
8.88K
New
N/A
8.88K $342M
BAC
Bank Of America Corp

Financial Services
5.39K
New
$48.65 - $54.11 $262K - $292K
5.39K $296M
AMZN
Amazon Com Inc

Consumer Cyclical
947
+ 14.13%
$213.04 - $254.0 $202K - $241K
7.65K $1.77B
PG
Procter & Gamble CO

Consumer Defensive
1.89K
New
$145.5 - $153.18 $275K - $290K
1.89K $271M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
13.9K
New
$18.49 - $18.7 $258K - $261K
13.9K $255M
Blackrock ETF Trust
7.45K
New
N/A
7.45K $248M
XOM
Exxon Mobil Corp

Energy
2.02K
New
$110.64 - $119.78 $224K - $242K
2.02K $243M
TER
Teradyne, Inc

Technology
1.21K
New
$132.08 - $187.59 $159K - $226K
1.21K $233M
COF
Capital One Financial Corp

Financial Services
961
New
$201.01 - $225.01 $193K - $216K
961 $233M
MINO
Pimco ETF Tr Municipal Income

ETFs
5.13K
New
$45.17 - $45.79 $232K - $235K
5.13K $232M
SPY
Spdr S&P 500 ETF Trust

ETFs
307
+ 38.62%
$653.02 - $687.39 $200K - $211K
1.1K $751M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.58K
New
$47.34 - $48.01 $217K - $220K
4.58K $217M
Rocket Lab Corp
798
+ 11.61%
N/A
7.67K $535M
GOOG
Alphabet Inc.

Communication Services
55
+ 2.15%
$237.49 - $291.74 $13.1K - $16K
2.61K $820M
VUG
Vanguard Growth ETF

ETFs
181
+ 1.45%
$470.44 - $504.26 $85.1K - $91.3K
12.7K $6.19B
CSCO
Cisco Systems, Inc.

Technology
983
+ 8.84%
$67.46 - $78.0 $66.3K - $76.7K
12.1K $933M
JPM
Jpmorgan Chase & CO

Financial Services
496
+ 29.25%
$294.11 - $320.41 $146K - $159K
2.19K $706M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.21K
+ 80.89%
$51.27 - $51.8 $165K - $166K
7.18K $359M
SCCO
Southern Copper Corp

Basic Materials
50
+ 0.83%
$122.64 - $141.68 $6.13K - $7.08K
6.1K $875M
AAPL
Apple Inc.

Technology
229
+ 5.46%
$245.27 - $275.25 $56.2K - $63K
4.42K $1.2B
JNJ
Johnson & Johnson

Healthcare
322
+ 10.78%
$185.98 - $199.58 $59.9K - $64.3K
3.31K $685M
GLDM
World Gold Trust

ETFs
736
+ 15.65%
$76.32 - $86.69 $56.2K - $63.8K
5.44K $464M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
190
+ 37.77%
$475.68 - $513.11 $90.4K - $97.5K
693 $348M
ABBV
Abb Vie Inc.

Healthcare
430
+ 14.6%
$211.96 - $244.38 $91.1K - $105K
3.38K $771M
EMB
Ishares Tr

ETFs
880
+ 32.52%
$94.63 - $97.03 $83.3K - $85.4K
3.59K $345M
SPG
Simon Property Group Inc

Real Estate
452
+ 6.03%
$173.35 - $185.76 $78.4K - $84K
7.95K $1.47B
WFC
Wells Fargo & Company

Financial Services
356
+ 12.47%
$77.62 - $87.3 $27.6K - $31.1K
3.21K $299M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
338
+ 9.64%
$137.47 - $143.13 $46.5K - $48.4K
3.84K $552M
META
Meta Platforms, Inc.

Communication Services
184
+ 21.13%
$609.01 - $751.67 $112K - $138K
1.06K $697M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
906
+ 2.41%
$23.02 - $24.23 $20.9K - $22K
38.5K $924M
IBM
International Business Machines Corp

Technology
39
+ 1.47%
$275.97 - $314.98 $10.8K - $12.3K
2.69K $796M
SCHX
Schwab Strategic Tr Us Large C

ETFs
86
+ 0.13%
$25.85 - $27.19 $2.22K - $2.34K
66.1K $1.78B
PLW
Invesco 1 30 Laddered Treasury

ETFs
1.36K
+ 12.8%
N/A
12K $331M
MBB
Ishares Tr

ETFs
307
+ 2.12%
$94.9 - $96.23 $29.1K - $29.5K
14.8K $1.41B
GLW
Corning Inc

Technology
4
+ 0.08%
$82.06 - $90.29 $328 - $361
5.24K $459M
Activity Summary
Buys All Purchases 72 New Holdings 15 Increased Positions 57 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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