Emerald Advisors, LLC Top Holdings and 13F Report (2025) About Emerald Advisors, LLCInvestment ActivityEmerald Advisors, LLC has $752.48 million in total holdings as of March 31, 2025.Emerald Advisors, LLC owns shares of 94 different stocks, but just 1 company or ETF makes up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 0.43% of the portfolio was sold this quarter.This quarter, Emerald Advisors, LLC has purchased 92 new stocks and bought additional shares in 67 stocks.Emerald Advisors, LLC sold shares of 12 stocks and completely divested from 5 stocks this quarter.Largest Holdings Costco Wholesale $612,414,664Vanguard Value ETF $12,276,805iShares Core MSCI Emerging Markets ETF $7,997,664iShares MSCI Intl Quality Factor ETF $7,899,785iShares Core MSCI EAFE ETF $7,578,685 Largest New Holdings this Quarter 09174C104 - BITWISE BITCOIN ETF TR $279,288 Holding427866108 - Hershey $274,824 Holding68389X105 - Oracle $257,353 Holding00206R102 - AT&T $251,491 Holding46641Q159 - JPMorgan Income ETF $216,176 Holding Largest Purchases this Quarter Costco Wholesale 4,013 shares (about $3.80M)Vanguard Value ETF 5,652 shares (about $976.33K)iShares MSCI Intl Quality Factor ETF 13,348 shares (about $529.78K)iShares Core MSCI Emerging Markets ETF 8,407 shares (about $453.73K)iShares Core MSCI EAFE ETF 4,770 shares (about $360.85K) Largest Sales this Quarter Vanguard Total International Bond ETF 18,734 shares (about $914.58K)iShares 0-3 Month Treasury Bond ETF 7,473 shares (about $752.32K)First Trust Cloud Computing ETF 2,240 shares (about $229.01K)NVIDIA 1,584 shares (about $171.68K)Amazon.com 802 shares (about $152.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEmerald Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOSTCostco Wholesale$612,414,664$3,795,417 ▲0.6%647,52381.4%Retail/WholesaleVTVVanguard Value ETF$12,276,805$976,327 ▲8.6%71,0711.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$7,997,664$453,726 ▲6.0%148,1871.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$7,899,785$529,783 ▲7.2%199,0371.0%ETFIEFAiShares Core MSCI EAFE ETF$7,578,685$360,850 ▲5.0%100,1811.0%ETFVUGVanguard Growth ETF$6,666,443$289,604 ▲4.5%17,9780.9%ETFIVViShares Core S&P 500 ETF$6,409,012$135,417 ▲2.2%11,4060.9%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$5,485,330$297,439 ▲5.7%49,8300.7%ETFAAPLApple$4,527,707$148,162 ▲3.4%20,3830.6%Computer and TechnologyMSFTMicrosoft$4,423,003$171,184 ▲4.0%11,7820.6%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$3,757,582$229,282 ▲6.5%40,1190.5%ETFIJRiShares Core S&P Small-Cap ETF$3,541,015$272,088 ▲8.3%33,8630.5%ETFSCHDSchwab US Dividend Equity ETF$3,540,621$354,923 ▲11.1%126,6320.5%ETFAMZNAmazon.com$3,353,523$152,589 ▼-4.4%17,6260.4%Retail/WholesaleREETiShares Global REIT ETF$2,191,278$261,474 ▲13.5%90,3250.3%ETFGOOGAlphabet$2,133,951$15,623 ▲0.7%13,6590.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,924,726$175,169 ▲10.0%9,9220.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,790,376$13,742 ▼-0.8%67,3580.2%ETFBNDXVanguard Total International Bond ETF$1,684,559$914,581 ▼-35.2%34,5060.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,584,068$752,319 ▼-32.2%15,7350.2%ETFHDHome Depot$1,399,955$121,305 ▲9.5%3,8200.2%Retail/WholesaleNVDANVIDIA$1,383,374$171,675 ▼-11.0%12,7640.2%Computer and TechnologyCSCOCisco Systems$1,344,391$23,881 ▲1.8%21,7860.2%Computer and TechnologyKOCoca-Cola$1,343,956$67,681 ▲5.3%18,7650.2%Consumer StaplesICSHiShares Ultra Short-Term Bond Active ETF$1,331,230$84,517 ▲6.8%26,2570.2%ETFBRK.BBerkshire Hathaway$1,297,365$266,290 ▲25.8%2,4360.2%FinanceBLACKROCK INC$1,295,567$107,885 ▲9.1%1,3690.2%COMQQQMInvesco NASDAQ 100 ETF$1,290,437$108,855 ▲9.2%6,6860.2%ETFBBINJPMorgan BetaBuilders International Equity ETF$1,241,630$3,137 ▼-0.3%20,1870.2%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$1,235,089$140,138 ▲12.8%43,3970.2%ManufacturingPEPPepsiCo$1,164,338$143,199 ▲14.0%7,7650.2%Consumer StaplesAVGOBroadcom$1,138,572$57,431 ▲5.3%6,8000.2%Computer and TechnologyAMGNAmgen$1,130,702$90,356 ▲8.7%3,6290.2%MedicalCIBRFirst Trust Nasdaq Cybersecurity ETF$1,128,075$67,725 ▲6.4%17,9060.1%ManufacturingCVXChevron$1,114,963$129,647 ▲13.2%6,6650.1%EnergyTXNTexas Instruments$1,057,098$151,117 ▲16.7%5,8830.1%Computer and TechnologyLMTLockheed Martin$1,009,270$100,972 ▲11.1%2,2590.1%AerospaceBMYBristol-Myers Squibb$994,034$29,032 ▲3.0%16,2980.1%MedicalVZVerizon Communications$942,599$65,002 ▲7.4%20,7800.1%Computer and TechnologyJPMJPMorgan Chase & Co.$930,467$142,771 ▲18.1%3,7930.1%FinanceGSIEGoldman Sachs ActiveBeta International Equity ETF$923,229$4,991 ▲0.5%25,8970.1%ETFABBVAbbVie$920,268$137,663 ▲17.6%4,3920.1%MedicalNEMNewmont$912,241$11,828 ▼-1.3%18,8950.1%Basic MaterialsBKCHGlobal X Blockchain ETF$864,444$164,856 ▲23.6%26,1710.1%ETFXELXcel Energy$804,5990.0%11,3660.1%UtilitiesUPSUnited Parcel Service$802,029$116,807 ▲17.0%7,2920.1%TransportationPFEPfizer$801,325$79,795 ▲11.1%31,6230.1%MedicalSPLGSPDR Portfolio S&P 500 ETF$790,718$14,139 ▼-1.8%12,0240.1%ETFGOOGLAlphabet$773,549$96,191 ▲14.2%5,0020.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$761,2780.0%2,7700.1%ETFVVisa$759,408$109,338 ▲16.8%2,1670.1%Business ServicesPGProcter & Gamble$747,373$102,263 ▲15.9%4,3850.1%Consumer StaplesVMCVulcan Materials$746,7930.0%3,2010.1%ConstructionNFLXNetflix$713,3850.0%7650.1%Consumer DiscretionaryEOGEOG Resources$683,016$57,196 ▲9.1%5,3260.1%EnergyVWOVanguard FTSE Emerging Markets ETF$664,446$14,754 ▲2.3%14,6810.1%ETFQQQInvesco QQQ$661,038$9,376 ▲1.4%1,4100.1%FinanceSKYYFirst Trust Cloud Computing ETF$620,585$229,013 ▼-27.0%6,0700.1%ManufacturingJNJJohnson & Johnson$588,565$75,955 ▲14.8%3,5490.1%MedicalXOMExxon Mobil$584,184$133,083 ▲29.5%4,9120.1%EnergyUSBU.S. Bancorp$570,995$47,034 ▲9.0%13,5240.1%FinanceVLOValero Energy$563,226$67,878 ▲13.7%4,2650.1%EnergyLLYEli Lilly and Company$524,4900.0%6350.1%MedicalMETAMeta Platforms$522,302$8,071 ▲1.6%9060.1%Computer and TechnologyVTWOVanguard Russell 2000 ETF$521,679$7,098 ▲1.4%6,4680.1%ETFJPSTJPMorgan Ultra-Short Income ETF$491,782$810 ▲0.2%9,7130.1%ETFFASTFastenal$489,793$36,060 ▲7.9%6,3160.1%Retail/WholesalePAYXPaychex$488,068$22,676 ▲4.9%3,1640.1%Business ServicesJAAAJanus Henderson AAA CLO ETF$487,7790.0%9,6190.1%ETFUNHUnitedHealth Group$477,617$81,698 ▲20.6%9120.1%MedicalMRKMerck & Co., Inc.$461,297$102,151 ▲28.4%5,1390.1%MedicalOKEONEOK$441,998$20,934 ▲5.0%4,4550.1%EnergyVEAVanguard FTSE Developed Markets ETF$396,916$2,897 ▲0.7%7,8090.1%ETFKMBKimberly-Clark$391,062$7,963 ▲2.1%2,7500.1%Consumer StaplesMAMastercard$386,496$16,995 ▲4.6%7050.1%Business ServicesVDCVanguard Consumer Staples ETF$363,0430.0%1,6590.0%ETFFFord Motor$360,532$64,504 ▲21.8%35,9450.0%Auto/Tires/TrucksVONGVanguard Russell 1000 Growth ETF$332,991$928 ▲0.3%3,5890.0%ETFLINDE PLC$300,181$40,024 ▲15.4%6450.0%SHSSBUXStarbucks$289,323$46,782 ▲19.3%2,9500.0%Retail/WholesaleTSLATesla$282,744$45,612 ▲19.2%1,0910.0%Auto/Tires/TrucksBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$282,088$38,529 ▼-12.0%3,0750.0%ETFBITWISE BITCOIN ETF TR$279,288$279,288 ▲New Holding6,2230.0%SHS BEN INTHSYHershey$274,824$274,824 ▲New Holding1,6070.0%Consumer StaplesQCOMQUALCOMM$270,605$35,016 ▲14.9%1,7620.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$265,2010.0%3,1170.0%ETFVGTVanguard Information Technology ETF$264,210$4,340 ▼-1.6%4870.0%ETFORCLOracle$257,353$257,353 ▲New Holding1,8410.0%Computer and TechnologyINTUIntuit$256,466$26,996 ▲11.8%4180.0%Computer and TechnologyTAT&T$251,491$251,491 ▲New Holding8,8930.0%Computer and TechnologyBLOKAmplify Transformational Data Sharing ETF$226,923$1,770 ▼-0.8%6,1530.0%ETFJPIEJPMorgan Income ETF$216,176$216,176 ▲New Holding4,6920.0%ETFDEDeere & Company$210,343$210,343 ▲New Holding4480.0%IndustrialsTRVTravelers Companies$204,878$204,878 ▲New Holding7750.0%FinanceCRWDCrowdStrike$0$239,512 ▼-100.0%00.0%Computer and TechnologyWMTWalmart$0$215,549 ▼-100.0%00.0%Retail/WholesaleHONHoneywell International$0$214,605 ▼-100.0%00.0%Multi-Sector ConglomeratesSOUNSoundHound AI$0$198,400 ▼-100.0%00.0%Computer and TechnologyALLTAllot Communications$0$59,500 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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