Emerald Advisors, LLC Reduced Holdings in Q4 2025

Emerald Advisors, LLC

  • $752 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-31.9K
- 31.57%
$86.09 - $89.88 $2.74M - $2.87M
69.1K $6.13M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-60.6K
- 29.99%
$43.84 - $45.35 $2.65M - $2.75M
141K $6.33M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-14.5K
- 26.22%
$127.15 - $133.03 $1.84M - $1.92M
40.7K $5.29M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.7K
- 32.75%
$114.27 - $121.15 $1.45M - $1.53M
26K $3.04M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-13.6K
- 30.2%
$92.34 - $95.43 $1.26M - $1.3M
31.5K $2.97M
VTV
Vanguard Value ETF

ETFs
-5.97K
- 7.34%
$182.87 - $189.72 $1.09M - $1.13M
75.3K $14.1M
VUG
Vanguard Growth ETF

ETFs
-1.91K
- 10.04%
$470.44 - $504.26 $898K - $963K
17.1K $8.27M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.49K
- 15.0%
$100.37 - $100.72 $250K - $251K
14.1K $1.42M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.83K
- 9.32%
$74.62 - $78.21 $137K - $143K
17.8K $1.33M
BOTZ
Global X Fds

ETFs
-3.66K
- 7.02%
$35.15 - $38.25 $129K - $140K
48.4K $1.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-3.41K
- 7.99%
N/A
39.3K $1.24M
PFE
Pfizer Inc

Healthcare
-2.71K
- 23.46%
$24.23 - $27.37 $65.6K - $74.1K
8.84K $221K
USB
Us Bancorp \De\

Financial Services
-1.08K
- 22.28%
$45.28 - $48.26 $49.1K - $52.3K
3.78K $171K
JPM
Jpmorgan Chase & CO

Financial Services
-10
- 0.25%
$294.11 - $320.41 $2.94K - $3.2K
4.02K $1.21M
VONG
Vanguard Russell 1000 Growth E

ETFs
-455
- 9.54%
$118.2 - $126.51 $53.8K - $57.6K
4.31K $522K
NEM
Newmont Corp

Basic Materials
-1.1K
- 6.96%
$78.63 - $98.27 $86.5K - $108K
14.7K $1.28M
VEA
Vanguard Ftse Developed Market

ETFs
-780
- 10.33%
$59.18 - $62.09 $46.2K - $48.4K
6.77K $415K
EOG
Eog Resources Inc

Energy
-214
- 3.19%
$105.0 - $111.92 $22.5K - $24K
6.5K $717K
SBUX
Starbucks Corp

Consumer Cyclical
-362
- 6.2%
$78.46 - $87.26 $28.4K - $31.6K
5.48K $464K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.37K
- 3.43%
$32.35 - $34.37 $44.3K - $47.1K
38.6K $1.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-76
- 3.76%
$475.68 - $513.11 $36.2K - $39K
1.94K $988K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-366
- 2.9%
$52.54 - $55.77 $19.2K - $20.4K
12.2K $671K
VTWO
Vanguard Russell 2000 ETF

ETFs
-1
- 0.01%
$95.72 - $101.47 $95.7 - $101
6.7K $643K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4
- 0.01%
$28.46 - $29.45 $114 - $118
67.1K $1.95M
RWO
Spdr Dow Jones Global Real Est

ETFs
-107
- 1.83%
$44.14 - $46.54 $4.72K - $4.98K
5.74K $261K
BNDX
Vanguard Total International B

ETFs
-60
- 1.42%
$49.3 - $49.91 $2.96K - $2.99K
4.16K $205K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-20
- 0.33%
$50.57 - $50.77 $1.01K - $1.02K
5.99K $303K
Blackrock Inc
-75
- 11.28%
N/A
590 $0
Global X Fds
-2.91K
- 9.12%
N/A
29K $0
VGT
Vanguard Information Technolog

ETFs
-1
- 0.22%
$736.33 - $801.52 $736 - $802
455 $344K
DE
Deere & CO

Industrials
-5
- 1.12%
$439.11 - $480.78 $2.2K - $2.4K
441 $209K
VLO
Valero Energy Corp

Energy
-236
- 5.4%
$156.39 - $181.76 $36.9K - $42.9K
4.13K $751K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-210
- 1.08%
$69.23 - $72.65 $14.5K - $15.3K
19.2K $1.38M
F
Ford Motor CO

Consumer Cyclical
-2.04K
- 5.16%
$11.41 - $13.84 $23.2K - $28.2K
37.4K $492K
GOOG
Alphabet Inc.

Communication Services
-87
- 0.61%
$237.49 - $291.74 $20.7K - $25.4K
14.2K $4.05M
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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