Emerald Advisors, LLC Incresed Positions in Q4 2024

Emerald Advisors, LLC

  • $723 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
16.6K
+ 2.64%
$873.59 - $994.69 $14.5M - $16.5M
644K $590M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
14.5K
+ 167.31%
$100.16 - $100.7 $1.45M - $1.46M
23.2K $2.33M
ICSH
Blackrock Ultra Short Term Bon

ETFs
16.5K
+ 204.82%
$50.35 - $50.69 $832K - $838K
24.6K $1.24M
AMZN
Amazon Com Inc

Consumer Cyclical
895
+ 5.1%
$180.88 - $232.93 $162K - $208K
18.4K $4.04M
VUG
Vanguard Growth ETF

ETFs
208
+ 1.22%
$378.79 - $428.11 $78.8K - $89K
17.2K $7.06M
AVGO
Broadcom Inc.

Technology
617
+ 10.57%
$159.67 - $250.0 $98.5K - $154K
6.46K $1.5M
NVDA
Nvidia Corp

Technology
2.13K
+ 17.4%
$117.0 - $148.88 $249K - $317K
14.3K $1.93M
IEMG
Ishares Inc

ETFs
6.3K
+ 4.72%
N/A
140K $7.5M
IVV
Ishares Core S&P 500 ETF

ETFs
148
+ 1.34%
$570.51 - $610.59 $84.4K - $90.4K
11.2K $6.57M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
920
+ 1.99%
$111.85 - $120.71 $103K - $111K
47.1K $5.43M
CSCO
Cisco Systems, Inc.

Technology
271
+ 1.28%
$52.45 - $60.02 $14.2K - $16.3K
21.4K $1.27M
BNDX
Vanguard Total International B

ETFs
3.74K
+ 7.55%
$48.91 - $50.61 $183K - $189K
53.2K $2.61M
BMY
Bristol Myers Squibb CO

Healthcare
761
+ 5.05%
$51.92 - $59.94 $39.5K - $45.6K
15.8K $894K
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.07%
$161.86 - $196.66 $486 - $590
4.38K $829K
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.5%
$205.18 - $250.29 $3.28K - $4K
3.21K $769K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
304
+ 1.84%
$58.39 - $67.04 $17.8K - $20.4K
16.8K $1.07M
V
Visa Inc.

Financial Services
25
+ 1.37%
$273.87 - $320.91 $6.85K - $8.02K
1.86K $586K
OKE
Oneok Inc

Energy
131
+ 3.19%
$92.28 - $117.05 $12.1K - $15.3K
4.24K $426K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
903
+ 2.97%
$113.92 - $127.38 $103K - $115K
31.3K $3.6M
USB
Us Bancorp \De\

Financial Services
499
+ 4.19%
$43.98 - $53.66 $21.9K - $26.8K
12.4K $593K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
326
+ 2.74%
$66.77 - $71.52 $21.8K - $23.3K
12.2K $843K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.14K
+ 4.63%
N/A
25.8K $811K
META
Meta Platforms, Inc.

Communication Services
34
+ 3.96%
$554.08 - $632.68 $18.8K - $21.5K
892 $526K
EOG
Eog Resources Inc

Energy
291
+ 6.34%
$118.22 - $136.54 $34.4K - $39.7K
4.88K $598K
TXN
Texas Instruments Inc

Technology
155
+ 3.17%
N/A
5.04K $981K
PAYX
Paychex Inc

Industrials
74
+ 2.51%
$135.86 - $148.73 $10.1K - $11K
3.02K $423K
MA
Mastercard Inc

Financial Services
15
+ 2.28%
$491.3 - $536.15 $7.37K - $8.04K
674 $354K
BOTZ
Global X Fds

ETFs
1.1K
+ 2.95%
$31.11 - $34.18 $34.3K - $37.7K
38.5K $1.23M
FAST
Fastenal CO

Industrials
247
+ 4.41%
$69.99 - $84.35 $17.3K - $20.8K
5.85K $420K
F
Ford Motor CO

Consumer Cyclical
3.3K
+ 12.59%
$9.69 - $11.4 $32K - $37.6K
29.5K $292K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.19K
+ 3.26%
$88.59 - $94.57 $105K - $112K
37.7K $3.34M
INTU
Intuit Inc

Technology
13
+ 3.6%
$602.01 - $706.25 $7.83K - $9.18K
374 $235K
VTWO
Vanguard Russell 2000 ETF

ETFs
115
+ 1.84%
$87.42 - $98.06 $10.1K - $11.3K
6.38K $569K
UPS
United Parcel Service Inc

Industrials
467
+ 8.1%
$122.65 - $138.35 $57.3K - $64.6K
6.23K $785K
Linde PLC
39
+ 7.5%
N/A
559 $0
VEA
Vanguard Ftse Developed Market

ETFs
666
+ 9.4%
$47.57 - $52.44 $31.7K - $34.9K
7.75K $370K
PFE
Pfizer Inc

Healthcare
2.19K
+ 8.33%
$24.8 - $30.19 $54.3K - $66.1K
28.5K $755K
VTV
Vanguard Value ETF

ETFs
1.95K
+ 3.07%
$168.32 - $181.87 $328K - $354K
65.4K $11.1M
VLO
Valero Energy Corp

Energy
266
+ 7.63%
$118.59 - $144.02 $31.5K - $38.3K
3.75K $459K
KMB
Kimberly Clark Corp

Consumer Defensive
133
+ 5.19%
$130.37 - $146.09 $17.3K - $19.4K
2.69K $353K
PG
Procter & Gamble CO

Consumer Defensive
48
+ 1.28%
$161.05 - $179.7 $7.73K - $8.63K
3.79K $634K
ABBV
Abb Vie Inc.

Healthcare
307
+ 8.96%
$164.99 - $203.87 $50.7K - $62.6K
3.74K $663K
QCOM
Qualcomm Inc

Technology
55
+ 3.72%
$150.4 - $178.04 $8.27K - $9.79K
1.53K $235K
XOM
Exxon Mobil Corp

Energy
129
+ 3.52%
$105.51 - $125.37 $13.6K - $16.2K
3.79K $408K
JNJ
Johnson & Johnson

Healthcare
75
+ 2.49%
$143.34 - $165.86 $10.8K - $12.4K
3.09K $447K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
206
+ 1.46%
$44.04 - $49.49 $9.07K - $10.2K
14.4K $632K
VZ
Verizon Communications Inc

Communication Services
983
+ 5.35%
$39.6 - $45.21 $38.9K - $44.4K
19.3K $773K
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.89%
$485.52 - $625.25 $6.8K - $8.75K
756 $382K
MRK
Merck & Co., Inc.

Healthcare
13
+ 0.33%
$96.31 - $114.76 $1.25K - $1.49K
4K $398K
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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