The Analysis of Emerald Advisors, LLC's Holdings
Currently, Emerald Advisors, LLC holds 113 types of securities in its portfolio with a total value $734.9M. In the most recent quarter, they have increased their positions in COST (+16.2K shares, valued at $14.0M), FENI (+111.4K shares, valued at $4.1M), MSFT (+5.2K shares, valued at $2.5M); decreased their positions in IEFA (-31.9K shares, valued at $2.9M), IQLT (-60.6K shares, valued at $2.8M), GSLC (-14.5K shares, valued at $1.9M); initiated new positions in JIVE (+15.0K shares, valued at $1.2M), ETHA (+16.5K shares, valued at $369.0K), IBM (+1.1K shares, valued at $313.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
COST COSTCO WHSL CORP NEW639.8K shares2.60%2025-12-312026-01-27
VTV VANGUARD INDEX FDS75.3K shares-7.34%2025-12-312026-01-27 IEMG ISHARES INC161.0K shares11.05%2025-12-312026-01-27 IVV ISHARES TR14.0K shares13.85%2025-12-312026-01-27 MSFT MICROSOFT CORP17.8K shares41.11%2025-12-312026-01-27 VUG VANGUARD INDEX FDS17.1K shares-10.04%2025-12-312026-01-27 IQLT ISHARES TR141.3K shares-29.99%2025-12-312026-01-27 AAPL APPLE INC23.3K shares5.67%2025-12-312026-01-27 IEFA ISHARES TR69.1K shares-31.57%2025-12-312026-01-27 GSLC GOLDMAN SACHS ETF TR40.7K shares-26.22%2025-12-312026-01-27 FENI FIDELITY COVINGTON TRUST129.6K shares614.20%2025-12-312026-01-27 AMZN AMAZON COM INC20.0K shares10.97%2025-12-312026-01-27 ALPHABET INC ALPHABET INC14.2K shares-0.61%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR149.6K shares8.81%2025-12-312026-01-27 IJR ISHARES TR26.0K shares-32.75%2025-12-312026-01-27 USMV ISHARES TR31.5K shares-30.20%2025-12-312026-01-27 REET ISHARES TR105.2K shares8.76%2025-12-312026-01-27 NVDA NVIDIA CORPORATION13.9K shares1.20%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS11.4K shares7.85%2025-12-312026-01-27 BROADCOM INC BROADCOM INC7.0K shares13.65%2025-12-312026-01-27 SCHV SCHWAB STRATEGIC TR67.1K shares-0.01%2025-12-312026-01-27 CSCO CISCO SYS INC24.1K shares5.87%2025-12-312026-01-27 BKCH GLOBAL X FDS29.0K shares-9.12%2025-12-312026-01-27 QQQM INVESCO EXCH TRADED FD TR II7.1K shares2.31%2025-12-312026-01-27 BOTZ GLOBAL X FDS48.4K shares-7.02%2025-12-312026-01-27 ALPHABET INC ALPHABET INC5.5K shares1.60%2025-12-312026-01-27 XOM EXXON MOBIL CORP14.1K shares6.23%2025-12-312026-01-27 GSIE GOLDMAN SACHS ETF TR39.3K shares-7.99%2025-12-312026-01-27 KO COCA COLA CO23.6K shares11.69%2025-12-312026-01-27 HD HOME DEPOT INC4.8K shares12.06%2025-12-312026-01-27 PEP PEPSICO INC10.6K shares8.02%2025-12-312026-01-27 AMGN AMGEN INC4.6K shares0.61%2025-12-312026-01-27 NEM NEWMONT CORP14.7K shares-6.96%2025-12-312026-01-27 ABBV ABBVIE INC6.4K shares0.27%2025-12-312026-01-27 SGOV ISHARES TR14.1K shares-15.00%2025-12-312026-01-27 BBIN J P MORGAN EXCHANGE TRADED F19.2K shares-1.08%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP2.8K shares4.34%2025-12-312026-01-27 FSMD FIDELITY COVINGTON TRUST30.7K shares323.72%2025-12-312026-01-27 CVX CHEVRON CORP NEW8.6K shares4.07%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.4.0K shares-0.25%2025-12-312026-01-27 CIBR FIRST TR EXCHANGE TRADED FD17.8K shares-9.32%2025-12-312026-01-27 BMY BRISTOL-MYERS SQUIBB CO23.5K shares15.95%2025-12-312026-01-27 SCHE SCHWAB STRATEGIC TR38.6K shares-3.43%2025-12-312026-01-27 JIVE J P MORGAN EXCHANGE TRADED F15.0K sharesnew addition2025-12-312026-01-27 TXN TEXAS INSTRS INC6.9K shares0.76%2025-12-312026-01-27 LLY ELI LILLY & CO1.1K shares0.55%2025-12-312026-01-27 VZ VERIZON COMMUNICATIONS INC27.7K shares10.70%2025-12-312026-01-27 FUTY FIDELITY COVINGTON TRUST18.3K shares12.18%2025-12-312026-01-27 SPYM SPDR SERIES TRUST12.6K shares7.12%2025-12-312026-01-27 BITB BITWISE BITCOIN ETF TR20.4K shares12.10%2025-12-312026-01-27 VTI VANGUARD INDEX FDS2.8K shares0.00%2025-12-312026-01-27 VMC VULCAN MATLS CO3.2K shares0.00%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO6.3K shares20.19%2025-12-312026-01-27 ICSH ISHARES TR17.0K shares-12.84%2025-12-312026-01-27 XEL XCEL ENERGY INC11.4K shares0.00%2025-12-312026-01-27 RTX RTX CORPORATION4.5K shares42.74%2025-12-312026-01-27 V VISA INC2.4K shares3.19%2025-12-312026-01-27 UPS UNITED PARCEL SERVICE INC8.1K shares17.96%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON3.8K shares8.28%2025-12-312026-01-27 EOG EOG RES INC6.5K shares-3.19%2025-12-312026-01-27 VLO VALERO ENERGY CORP4.1K shares-5.40%2025-12-312026-01-27 ORCL ORACLE CORP3.4K shares85.93%2025-12-312026-01-27 VTWO VANGUARD SCOTTSDALE FDS6.7K shares-0.01%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F12.2K shares-2.90%2025-12-312026-01-27 META META PLATFORMS INC953 shares20.63%2025-12-312026-01-27 NFLX NETFLIX INC6.5K shares743.14%2025-12-312026-01-27 OKE ONEOK INC NEW7.5K shares7.33%2025-12-312026-01-27 FAST FASTENAL CO13.7K shares2.41%2025-12-312026-01-27 SLB SLB LIMITED13.8K shares11.87%2025-12-312026-01-27 VONG VANGUARD SCOTTSDALE FDS4.3K shares-9.54%2025-12-312026-01-27 PAYX PAYCHEX INC4.4K shares13.56%2025-12-312026-01-27 F FORD MTR CO37.4K shares-5.16%2025-12-312026-01-27 SBUX STARBUCKS CORP5.5K shares-6.20%2025-12-312026-01-27 TSLA TESLA INC990 shares10.61%2025-12-312026-01-27 MA MASTERCARD INCORPORATED742 shares4.51%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS6.8K shares-10.33%2025-12-312026-01-27 UNH UNITEDHEALTH GROUP INC1.2K shares19.19%2025-12-312026-01-27 KMB KIMBERLY-CLARK CORP3.9K shares12.04%2025-12-312026-01-27 BLOK AMPLIFY ETF TR6.7K shares0.00%2025-12-312026-01-27 ETHA ISHARES ETHEREUM TR16.5K sharesnew addition2025-12-312026-01-27 VDC VANGUARD WORLD FD1.7K shares0.00%2025-12-312026-01-27 LINDE PLC LINDE PLC812 shares3.97%2025-12-312026-01-27 JAAA JANUS DETROIT STR TR6.8K shares2.57%2025-12-312026-01-27 VGT VANGUARD WORLD FD455 shares-0.22%2025-12-312026-01-27 JPIE J P MORGAN EXCHANGE TRADED F6.9K shares38.96%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS1.1K sharesnew addition2025-12-312026-01-27 JPST J P MORGAN EXCHANGE TRADED F6.0K shares-0.33%2025-12-312026-01-27 IWR ISHARES TR3.1K shares0.00%2025-12-312026-01-27 MCD MCDONALDS CORP874 sharesnew addition2025-12-312026-01-27 HON HONEYWELL INTL INC1.4K sharesnew addition2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD859 shares0.00%2025-12-312026-01-27 RWO SPDR INDEX SHS FDS5.7K shares-1.83%2025-12-312026-01-27 GIS GENERAL MLS INC5.5K shares20.33%2025-12-312026-01-27 ING ING GROEP N.V.8.7K sharesnew addition2025-12-312026-01-27 CAT CATERPILLAR INC416 sharesnew addition2025-12-312026-01-27 TRV TRAVELERS COMPANIES INC775 shares0.00%2025-12-312026-01-27 PFE PFIZER INC8.8K shares-23.46%2025-12-312026-01-27 CSX CSX CORP6.1K shares0.00%2025-12-312026-01-27 QCOM QUALCOMM INC1.2K sharesnew addition2025-12-312026-01-27 SKYY FIRST TR EXCHANGE TRADED FD1.6K shares0.00%2025-12-312026-01-27 EXPD EXPEDITORS INTL WASH INC1.4K sharesnew addition2025-12-312026-01-27 DIS DISNEY WALT CO1.8K sharesnew addition2025-12-312026-01-27 SPYV SPDR SERIES TRUST3.6K shares0.00%2025-12-312026-01-27 DE DEERE & CO441 shares-1.12%2025-12-312026-01-27 USB US BANCORP DEL3.8K shares-22.28%2025-12-312026-01-27 BNDX VANGUARD CHARLOTTE FDS4.2K shares-1.42%2025-12-312026-01-27 UIS UNISYS CORP17.3K shares0.00%2025-12-312026-01-27 STRIVE INC STRIVE INC14.0K sharesnew addition2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available