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
HD
Home Depot, Inc.

Consumer Cyclical
207
+ 25.59%
$358.03 - $397.02 $74.1K - $82.2K
1.02K $350M
MSFT
Microsoft Corp

Technology
256
+ 8.4%
$496.82 - $542.07 $127K - $139K
3.31K $1.6B
MTB
M&T Bank Corp

Financial Services
16
+ 0.42%
$178.63 - $195.63 $2.86K - $3.13K
3.85K $776M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.33K
+ 0.98%
$23.37 - $23.7 $31K - $31.4K
136K $3.18B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
22
+ 0.54%
$142.82 - $150.36 $3.14K - $3.31K
4.11K $612M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
205
+ 6.22%
$63.25 - $66.24 $13K - $13.6K
3.5K $231M
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.47%
$199.44 - $208.01 $1.6K - $1.66K
1.71K $359M
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 0.5%
$172.34 - $181.51 $2.07K - $2.18K
2.4K $434M
VEA
Vanguard Ftse Developed Market

ETFs
13
+ 0.32%
$59.18 - $62.09 $769 - $807
4.1K $256M
RSP
Invesco S&P 500 Equal Weight E

ETFs
30
+ 1.24%
$185.12 - $192.11 $5.55K - $5.76K
2.46K $471M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
33
+ 0.99%
$71.13 - $74.96 $2.35K - $2.47K
3.36K $249M
SCHA
Schwab Strategic Tr Us Small C

ETFs
20
+ 0.22%
$27.17 - $28.65 $543 - $573
9.18K $261M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6
+ 0.26%
$91.84 - $96.06 $551 - $576
2.28K $217M
OKE
Oneok Inc

Energy
41
+ 1.23%
$64.31 - $72.98 $2.64K - $2.99K
3.38K $248M
AMCR
Amcor PLC

Consumer Cyclical
322
+ 3.2%
$7.82 - $8.58 $2.52K - $2.76K
10.4K $86.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.13%
$459.47 - $491.71 $459 - $492
772 $365M
GTO
Invesco Actively Managed ETF T

ETFs
68
+ 1.46%
$47.44 - $47.93 $3.23K - $3.26K
4.71K $223M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
69
+ 1.47%
$52.54 - $55.77 $3.63K - $3.85K
4.77K $256M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
156
+ 2.34%
$32.35 - $34.37 $5.05K - $5.36K
6.81K $223M
CRWD
Crowd Strike Holdings, Inc.

Technology
30
+ 2.96%
$482.23 - $557.53 $14.5K - $16.7K
1.05K $490M
BNDX
Vanguard Total International B

ETFs
122
+ 0.17%
$49.3 - $49.91 $6.01K - $6.09K
72.2K $3.49B
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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