Emerald Advisors, LLC Incresed Positions in Q4 2025

Emerald Advisors, LLC

  • $752 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
16.2K
+ 2.6%
$910.94 - $954.99 $14.8M - $15.5M
640K $584M
MSFT
Microsoft Corp

Technology
5.19K
+ 41.11%
$496.82 - $542.07 $2.58M - $2.81M
17.8K $9.04M
IVV
Ishares Core S&P 500 ETF

ETFs
1.7K
+ 13.85%
$656.2 - $690.71 $1.12M - $1.17M
14K $9.44M
FSMD
Fidelity Covington Tr Small Mi

ETFs
23.5K
+ 323.72%
$42.34 - $44.12 $994K - $1.04M
30.7K $1.32M
IEMG
Ishares Inc

ETFs
16K
+ 11.05%
N/A
161K $8.64M
AMZN
Amazon Com Inc

Consumer Cyclical
1.97K
+ 10.97%
$213.04 - $254.0 $420K - $501K
20K $4.68M
AAPL
Apple Inc.

Technology
1.25K
+ 5.67%
$245.27 - $275.25 $307K - $344K
23.3K $6.23M
AVGO
Broadcom Inc.

Technology
843
+ 13.65%
$324.63 - $385.98 $274K - $325K
7.02K $2.41M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.1K
+ 8.81%
$26.44 - $27.53 $320K - $333K
150K $4.07M
CSCO
Cisco Systems, Inc.

Technology
1.34K
+ 5.87%
$67.46 - $78.0 $90.1K - $104K
24.1K $1.87M
AMGN
Amgen Inc

Healthcare
28
+ 0.61%
$290.13 - $341.71 $8.12K - $9.57K
4.64K $1.58M
KO
Coca Cola CO

Consumer Defensive
2.47K
+ 11.69%
$66.1 - $71.61 $163K - $177K
23.6K $1.67M
RTX
Raytheon Technologies Corp

Industrials
1.36K
+ 42.74%
$157.0 - $179.44 $213K - $243K
4.53K $795K
ORCL
Oracle Corp

Technology
1.58K
+ 85.93%
$217.57 - $313.0 $344K - $495K
3.42K $752K
GOOGL
Alphabet Inc.

Communication Services
86
+ 1.6%
$236.57 - $291.31 $20.3K - $25.1K
5.47K $1.51M
UPS
United Parcel Service Inc

Industrials
1.23K
+ 17.96%
$82.87 - $97.4 $102K - $120K
8.07K $760K
PEP
Pepsico Inc

Consumer Defensive
788
+ 8.02%
$138.84 - $153.71 $109K - $121K
10.6K $1.57M
BMY
Bristol Myers Squibb CO

Healthcare
3.23K
+ 15.95%
$42.6 - $49.08 $138K - $159K
23.5K $1.1M
REET
Ishares Global Reit ETF

ETFs
8.48K
+ 8.76%
$24.8 - $26.02 $210K - $221K
105K $2.65M
XOM
Exxon Mobil Corp

Energy
829
+ 6.23%
$110.64 - $119.78 $91.7K - $99.3K
14.1K $1.66M
MRK
Merck & Co., Inc.

Healthcare
349
+ 2.41%
$82.49 - $92.93 $28.8K - $32.4K
14.8K $1.38M
VIG
Vanguard Dividend Appreciation

ETFs
833
+ 7.85%
N/A
11.4K $2.09M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.98K
+ 12.18%
$56.88 - $60.06 $113K - $119K
18.3K $1.05M
PG
Procter & Gamble CO

Consumer Defensive
1.06K
+ 20.19%
$145.5 - $153.18 $154K - $163K
6.32K $920K
JNJ
Johnson & Johnson

Healthcare
291
+ 8.28%
$185.98 - $199.58 $54.1K - $58.1K
3.81K $759K
JPIE
J P Morgan Exchange Traded Fd
1.93K
+ 38.96%
$46.18 - $46.47 $89K - $89.6K
6.88K $317K
SLB
Schlumberger Limited

Energy
1.47K
+ 11.87%
$31.72 - $37.61 $46.6K - $55.2K
13.8K $511K
QQQ
Invesco Qqq Trust, Series 1

ETFs
119
+ 8.44%
$589.5 - $635.77 $70.2K - $75.7K
1.53K $922K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
835
+ 7.12%
$76.84 - $80.86 $64.2K - $67.5K
12.6K $993K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
160
+ 2.31%
$242.67 - $261.79 $38.8K - $41.9K
7.09K $1.78M
CVX
Chevron Corp

Energy
336
+ 4.07%
$148.9 - $157.72 $50K - $53K
8.6K $1.33M
UNH
Unitedhealth Group Inc

Healthcare
195
+ 19.19%
$320.52 - $369.92 $62.5K - $72.1K
1.21K $388K
VZ
Verizon Communications Inc

Communication Services
2.68K
+ 10.7%
$38.4 - $43.83 $103K - $117K
27.7K $1.14M
NVDA
Nvidia Corp

Technology
165
+ 1.2%
$179.83 - $207.04 $29.7K - $34.2K
13.9K $2.59M
GIS
General Mills Inc

Consumer Defensive
935
+ 20.33%
$45.98 - $50.93 $43K - $47.6K
5.54K $262K
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.27%
$211.96 - $244.38 $3.6K - $4.15K
6.38K $1.49M
OKE
Oneok Inc

Energy
511
+ 7.33%
$64.31 - $72.98 $32.9K - $37.3K
7.48K $527K
TXN
Texas Instruments Inc

Technology
52
+ 0.76%
N/A
6.89K $1.34M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
171
+ 2.57%
$50.55 - $50.74 $8.64K - $8.68K
6.84K $346K
TSLA
Tesla, Inc.

Consumer Cyclical
95
+ 10.61%
$401.99 - $468.37 $38.2K - $44.5K
990 $404K
PAYX
Paychex Inc

Industrials
528
+ 13.56%
$111.08 - $128.59 $58.7K - $67.9K
4.42K $495K
Bitwise Bitcoin ETF Tr
2.2K
+ 12.1%
N/A
20.4K $0
Fidelity Covington Trust
111K
+ 614.2%
N/A
130K $0
Linde PLC
31
+ 3.97%
N/A
812 $0
META
Meta Platforms, Inc.

Communication Services
163
+ 20.63%
$609.01 - $751.67 $99.3K - $123K
953 $580K
MA
Mastercard Inc

Financial Services
32
+ 4.51%
$536.85 - $580.45 $17.2K - $18.6K
742 $398K
V
Visa Inc.

Financial Services
73
+ 3.19%
$325.75 - $352.42 $23.8K - $25.7K
2.36K $769K
HD
Home Depot, Inc.

Consumer Cyclical
515
+ 12.06%
$358.03 - $397.02 $184K - $204K
4.78K $1.71M
LMT
Lockheed Martin Corp

Industrials
117
+ 4.34%
$452.1 - $514.24 $52.9K - $60.2K
2.81K $1.32M
Activity Summary
Buys All Purchases 65 New Holdings 12 Increased Positions 53 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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