HoldingsChannel.com
Emerald Investment Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 35,381 +3,335 $10,562
     IVV35,381+3,335$10,562
ISHARES TR (DGRO) 251,475 +30,512 $9,843
     DGRO251,475+30,512$9,843
PACER FDS TR 416,143 -268,240 $9,551
     PWS416,143-268,240$9,551
ISHARES TR (AGG) 64,829 +1,962 $7,337
     AGG64,829+1,962$7,337
PACER FDS TR 230,243 +112,850 $7,154
     PTLC230,243+112,850$7,154
VANGUARD WORLD FD (MGV) 80,507 UNCH $6,556
     MGV80,507UNCH$6,556
PROSHARES TR (NOBL) 85,398 +22,458 $6,113
     NOBL85,398+22,458$6,113
VANGUARD GROUP (VIG) 48,727 +3,536 $5,827
     VIG48,727+3,536$5,827
VANGUARD WORLD FD (MGK) 38,640 UNCH $5,125
     MGK38,640UNCH$5,125
SPDR SERIES TRUST (SPAB) 148,587 +76,145 $4,404
     SPAB148,587+76,145$4,404
ISHARES TR (IEFA) 67,418 +6,154 $4,117
     IEFA67,418+6,154$4,117
ISHARES TR (USMV) 57,058 +40,539 $3,657
     USMV57,058+40,539$3,657
ISHARES TR (ITOT) 45,520 +6,900 $3,053
     ITOT45,520+6,900$3,053
ISHARES TR (IUSG) 44,459 +2,737 $2,795
     IUSG44,459+2,737$2,795
ISHARES TR (GOVT) 90,073 +28,859 $2,371
     GOVT90,073+28,859$2,371
ISHARES TR (MUB) 20,082 +1,503 $2,291
     MUB20,082+1,503$2,291
ISHARES TR (MTUM) 18,915 +13,743 $2,256
     MTUM18,915+13,743$2,256
VANGUARD INDEX FDS (VOE) 19,854 UNCH $2,243
     VOE19,854UNCH$2,243
ISHARES INC (IEMG) 45,602 +5,195 $2,235
     IEMG45,602+5,195$2,235
VANGUARD BD INDEX FD INC (BND) 24,798 +261 $2,094
     BND24,798+261$2,094
INVESCO EXCHANGE TRADED FD T (RSP) 18,166 -4,942 $1,963
     RSP18,166-4,942$1,963
VANGUARD INDEX FDS (VBR) 14,244 UNCH $1,835
     VBR14,244UNCH$1,835
ISHARES TR (IJR) 21,647 -1,538 $1,685
     IJR21,647-1,538$1,685
ISHARES TR (TLT) 11,381 +10,881 $1,628
     TLT11,381+10,881$1,628
ISHARES TR (IJH) 8,127 -1,141 $1,570
     IJH8,127-1,141$1,570
SYSCO CORP 19,242 +1,076 $1,528
     SYY19,242+1,076$1,528
BB&T CORP 25,196 UNCH $1,345
     BBT25,196UNCH$1,345
ADVISORSHARES TR (AADR) 27,418 -30,398 $1,307
     AADR27,418-30,398$1,307
COCA COLA CO 23,577 +2,357 $1,284
     KO23,577+2,357$1,284
ISHARES TR (ISTB) 24,189 +46 $1,221
     ISTB24,189+46$1,221
ISHARES US ETF TR (NEAR) 24,169 +6,028 $1,217
     NEAR24,169+6,028$1,217
CSX CORP 17,212 +17,212 $1,192
     CSX17,212+17,212$1,192
ISHARES TR (IEF) 10,444 UNCH $1,175
     IEF10,444UNCH$1,175
INVESCO EXCHNG TRADED FD TR (SPLV) 20,282 +14,782 $1,174
     SPLV20,282+14,782$1,174
APPLE INC 5,038 -174 $1,128
     AAPL5,038-174$1,128
VANGUARD INDEX FDS (VTI) 6,996 -476 $1,056
     VTI6,996-476$1,056
ISHARES TR (IXN) 5,595 +499 $1,035
     IXN5,595+499$1,035
SELECT SECTOR SPDR TR (XLK) 12,704 +1,325 $1,023
     XLK12,704+1,325$1,023
PEPSICO INC 7,429 +402 $1,018
     PEP7,429+402$1,018
ISHARES TR (ILTB) 14,522 -13,757 $1,007
     ILTB14,522-13,757$1,007
MCDONALDS CORP 4,571 +321 $981
     MCD4,571+321$981
PROCTER & GAMBLE CO 7,825 +956 $973
     PG7,825+956$973
FIRST TR EXCHANGE TRADED FD (FDN) 7,198 +437 $969
     FDN7,198+437$969
VANGUARD INDEX FDS (VOT) 6,195 UNCH $917
     VOT6,195UNCH$917
ISHARES TR (MBB) 8,068 +5,153 $874
     MBB8,068+5,153$874
VANGUARD INTL EQUITY INDEX F (VGK) 16,042 UNCH $860
     VGK16,042UNCH$860
BOEING CO 2,230 +17 $848
     BA2,230+17$848
BERKSHIRE HATHAWAY INC DEL      $834
     BRK.B4,008+17$834
VANGUARD INTL EQUITY INDEX F (VEU) 16,306 -503 $814
     VEU16,306-503$814
SPDR S&P 500 ETF TR (SPY) 2,712 -12 $805
     SPY2,712-12$805

See Full List: All Stocks Held By Emerald Investment Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Emerald Investment Partners LLC

Size ($ in 1000's)
At 09/30/2019: $188,691
At 06/30/2019: $172,447

Combined Holding Report Includes:
Emerald Investment Partners LLC
WealthShield LLC

Emerald Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Emerald Investment Partners LLC 13F filings. Link to 13F filings: SEC filings

Emerald Investment Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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