Emerald Advisors, LLC
CIK: 0001802611SEC EDGAR →
Portfolio Value
$735K
Holdings
113
As of
Q4 2025
New Positions
113
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 75,321 | $14.4M | 1957.29% |
| 2 | ISHARES INC | 160,987 | $10.8M | 1472.36% |
| 3 | MICROSOFT CORP | 17,819 | $8.6M | 1172.47% |
| 4 | VANGUARD INDEX FDS | 17,097 | $8.3M | 1134.78% |
| 5 | ISHARES TR | 141,342 | $6.4M | 873.94% |
| 6 | APPLE INC | 23,288 | $6.3M | 861.43% |
| 7 | ISHARES TR | 69,090 | $6.2M | 840.88% |
| 8 | GOLDMAN SACHS ETF TR | 40,683 | $5.4M | 732.71% |
| 9 | FIDELITY COVINGTON TRUST | 129,571 | $4.7M | 644.81% |
| 10 | AMAZON COM INC | 19,952 | $4.6M | 626.58% |
Quarterly Changes
New Positions (113)
$14.4M · 75K shares
$10.8M · 161K shares
$8.6M · 18K shares
$8.3M · 17K shares
$6.4M · 141K shares
$6.3M · 23K shares
$6.2M · 69K shares
$5.4M · 41K shares
$4.7M · 130K shares
$4.6M · 20K shares
$4.4M · 14K shares
$4.1M · 150K shares
$3.1M · 26K shares
$3.0M · 32K shares
$2.6M · 105K shares
$2.6M · 14K shares
$2.5M · 11K shares
$2.4M · 7K shares
$2.0M · 67K shares
$1.9M · 24K shares
$1.9M · 29K shares
$1.8M · 7K shares
$1.8M · 48K shares
$1.7M · 5K shares
$1.7M · 14K shares
$1.7M · 39K shares
$1.6M · 24K shares
$1.6M · 5K shares
$1.6M · 15K shares
$1.5M · 11K shares
$1.5M · 5K shares
$1.5M · 15K shares
$1.5M · 6K shares
$1.4M · 14K shares
$1.4M · 19K shares
$1.4M · 3K shares
$1.4M · 31K shares
$1.3M · 9K shares
$1.3M · 4K shares
$1.3M · 18K shares
$1.3M · 24K shares
$1.3M · 39K shares
$1.2M · 15K shares
$1.2M · 7K shares
$1.1M · 28K shares
$1.0M · 18K shares
$1.0M · 13K shares
$968K · 20K shares
$928K · 3K shares
$912K · 3K shares
$905K · 6K shares
$858K · 17K shares
$839K · 11K shares
$830K · 5K shares
$828K · 2K shares
$800K · 8K shares
$787K · 4K shares
$682K · 6K shares
$672K · 4K shares
$667K · 7K shares
$667K · 3K shares
$658K · 12K shares
$604K · 6K shares
$552K · 640K shares
$549K · 14K shares
$549K · 7K shares
$531K · 14K shares
$524K · 4K shares
$495K · 4K shares
$490K · 37K shares
$461K · 5K shares
$445K · 990 shares
$423K · 7K shares
$399K · 1K shares
$392K · 4K shares
$379K · 7K shares
$369K · 16K shares
$350K · 2K shares
$346K · 812 shares
$345K · 7K shares
$318K · 7K shares
$313K · 1K shares
$303K · 6K shares
$300K · 3K shares
$267K · 874 shares
$263K · 1K shares
$261K · 859 shares
$258K · 6K shares
$257K · 6K shares
$243K · 9K shares
$224K · 775 shares
$221K · 659 shares
$220K · 9K shares
$219K · 6K shares
$213K · 1K shares
$209K · 2K shares
$207K · 1K shares
$207K · 2K shares
$205K · 4K shares
$205K · 441 shares
$201K · 4K shares
$201K · 4K shares
$47K · 17K shares
$10K · 14K shares
$10K · 14K shares
$1K · 1K shares
$976 · 2K shares
$939 · 2K shares
$631 · 590 shares
$628 · 953 shares
$423 · 742 shares
$342 · 455 shares
$238 · 416 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $95.6M | 56.6% |
| Technology | 12 | $25.5M | 15.1% |
| Consumer Cyclical | 6 | $7.9M | 4.7% |
| Healthcare | 8 | $7.2M | 4.3% |
| Communication Services | 6 | $7.0M | 4.1% |
| Unknown | 3 | $6.2M | 3.7% |
| Energy | 6 | $5.4M | 3.2% |
| Consumer Defensive | 6 | $5.3M | 3.1% |
| Industrials | 11 | $5.1M | 3.0% |
| Basic Materials | 3 | $2.7M | 1.6% |
| Utilities | 1 | $839K | 0.5% |