Portfolio (Quarterly)
Guide ↗
Emerald Advisors, LLC
· CIK 0001802611| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PFE | PFIZER INC | Healthcare | 8,837 | $220K | 0.03% | SOLD |
| 2 | QCOM | QUALCOMM INC | Technology | 1,247 | $213K | 0.03% | SOLD |
| 3 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 1,607 | $209K | 0.03% | SOLD |
| 4 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 1,395 | $208K | 0.03% | SOLD |
| 5 | DIS | DISNEY WALT CO | Communication Services | 1,822 | $207K | 0.03% | SOLD |
| 6 | USB | US BANCORP DEL | Financial Services | 3,782 | $202K | 0.03% | SOLD |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | — | 4,164 | $201K | 0.03% | SOLD |
| 8 | — | STRIVE INC | — | 14,000 | $10K | 0.00% | SOLD |
Sector Allocation
Consumer Defensive
89.5%
Technology
3.2%
Healthcare
1.3%
Communication Services
1.3%
Consumer Cyclical
1.2%
Energy
1.1%
Financial Services
0.9%
Industrials
0.9%
Basic Materials
0.4%
Utilities
0.2%