Emerald Advisors, LLC Purchases and Sells in Q4 2024

Emerald Advisors, LLC

$723 Million
Q4 2024

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	16.6K + 2.64%	$873.59 - $994.69 $14.5M - $16.5M	644K $590M
SGOV	14.5K + 167.31%	$100.16 - $100.7 $1.45M - $1.46M	23.2K $2.33M
ICSH	16.5K + 204.82%	$50.35 - $50.69 $832K - $838K	24.6K $1.24M
AMZN	895 + 5.1%	$180.88 - $232.93 $162K - $208K	18.4K $4.04M
VUG	208 + 1.22%	$378.79 - $428.11 $78.8K - $89K	17.2K $7.06M
AVGO	617 + 10.57%	$159.67 - $250.0 $98.5K - $154K	6.46K $1.5M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	9.7K New	$50.37 - $50.6 $488K - $491K	9.7K $488K
JAAA	9.62K New	$50.62 - $50.97 $487K - $490K	9.62K $487K
CRWD	700 New	$275.15 - $388.2 $193K - $272K	700 $239K
WMT	2.39K New	$79.1 - $95.7 $189K - $228K	2.39K $215K
ALLT	10K New	$2.79 - $6.21 $27.9K - $62.1K	10K $59K
BLACKROCK INC	1.26K New	N/A	1.26K $0

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEM	-142 - 0.74%	$37.0 - $58.68 $5.25K - $8.33K	19.1K $712K
REET	-1.05K - 1.31%	$23.43 - $26.54 $24.7K - $27.9K	79.5K $1.91M
BIL	-2.01K - 36.54%	$91.29 - $91.8 $184K - $185K	3.5K $319K
MSFT	-110 - 0.96%	$406.35 - $454.46 $44.7K - $50K	11.3K $4.77M
CVX	-794 - 11.88%	$141.15 - $162.53 $112K - $129K	5.89K $853K
HD	-119 - 3.3%	$385.02 - $431.37 $45.8K - $51.3K	3.49K $1.36M

Activity Summary All Purchases 65 New Holdings 6 Increased Positions 59 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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