HoldingsChannel.com
Emerald Investment Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 37,583 +2,202 $12,148
     IVV37,583+2,202$12,148
ISHARES TR (DGRO) 265,741 +14,266 $11,180
     DGRO265,741+14,266$11,180
PACER FDS TR 339,286 -76,857 $8,153
     PWS339,286-76,857$8,153
PACER FDS TR 220,559 -9,684 $7,380
     PTLC220,559-9,684$7,380
ISHARES TR (AGG) 62,690 -2,139 $7,045
     AGG62,690-2,139$7,045
VANGUARD WORLD FD (MGV) 80,507 UNCH $7,018
     MGV80,507UNCH$7,018
PROSHARES TR (NOBL) 92,125 +6,727 $6,964
     NOBL92,125+6,727$6,964
VANGUARD GROUP (VIG) 47,501 -1,226 $5,921
     VIG47,501-1,226$5,921
VANGUARD WORLD FD (MGK) 38,640 UNCH $5,628
     MGK38,640UNCH$5,628
ISHARES TR (IEFA) 67,565 +147 $4,408
     IEFA67,565+147$4,408
SPDR SERIES TRUST (SPAB) 143,336 -5,251 $4,211
     SPAB143,336-5,251$4,211
ISHARES TR (USMV) 60,168 +3,110 $3,947
     USMV60,168+3,110$3,947
ISHARES TR (GOVT) 136,217 +46,144 $3,533
     GOVT136,217+46,144$3,533
ISHARES INC (IEMG) 60,671 +15,069 $3,262
     IEMG60,671+15,069$3,262
ISHARES TR (IUSG) 47,000 +2,541 $3,179
     IUSG47,000+2,541$3,179
ISHARES TR (ITOT) 40,636 -4,884 $2,954
     ITOT40,636-4,884$2,954
ISHARES TR (QUAL) 25,498 +23,822 $2,575
     QUAL25,498+23,822$2,575
ISHARES TR (MUB) 21,494 +1,412 $2,448
     MUB21,494+1,412$2,448
VANGUARD INDEX FDS (VOE) 19,914 +60 $2,373
     VOE19,914+60$2,373
ISHARES TR (MTUM) 17,404 -1,511 $2,185
     MTUM17,404-1,511$2,185
VANGUARD BD INDEX FD INC (BND) 24,688 -110 $2,070
     BND24,688-110$2,070
ISHARES TR (TLT) 15,018 +3,637 $2,035
     TLT15,018+3,637$2,035
INVESCO EXCHANGE TRADED FD T (RSP) 16,936 -1,230 $1,960
     RSP16,936-1,230$1,960
VANGUARD INDEX FDS (VBR) 14,284 +40 $1,958
     VBR14,284+40$1,958
TRUIST FINL CORP 33,685 +33,685 $1,897
     TFC33,685+33,685$1,897
SYSCO CORP 21,313 +2,071 $1,823
     SYY21,313+2,071$1,823
ISHARES TR (IJH) 7,540 -587 $1,552
     IJH7,540-587$1,552
COCA COLA CO 26,095 +2,518 $1,444
     KO26,095+2,518$1,444
APPLE INC 4,799 -239 $1,409
     AAPL4,799-239$1,409
ADVISORSHARES TR (AADR) 25,867 -1,551 $1,394
     AADR25,867-1,551$1,394
ISHARES TR (SIZE) 14,250 +14,250 $1,388
     SIZE14,250+14,250$1,388
ISHARES TR (IXN) 6,527 +932 $1,374
     IXN6,527+932$1,374
SELECT SECTOR SPDR TR (XLK) 14,804 +2,100 $1,357
     XLK14,804+2,100$1,357
ISHARES TR (IJR) 15,435 -6,212 $1,294
     IJR15,435-6,212$1,294
CSX CORP 17,212 UNCH $1,245
     CSX17,212UNCH$1,245
VANGUARD INDEX FDS (VTI) 7,049 +53 $1,153
     VTI7,049+53$1,153
ISHARES TR (IEF) 10,044 -400 $1,107
     IEF10,044-400$1,107
ISHARES TR (MBB) 9,985 +1,917 $1,079
     MBB9,985+1,917$1,079
PEPSICO INC 7,614 +185 $1,041
     PEP7,614+185$1,041
MCDONALDS CORP 5,155 +584 $1,019
     MCD5,155+584$1,019
PROCTER & GAMBLE CO 8,156 +331 $1,019
     PG8,156+331$1,019
FIRST TR EXCHANGE TRADED FD (FDN) 7,198 UNCH $1,001
     FDN7,198UNCH$1,001
ISHARES TR (IGIB) 17,053 +3,447 $989
     IGIB17,053+3,447$989
VANGUARD INDEX FDS (VOT) 6,195 UNCH $983
     VOT6,195UNCH$983
BERKSHIRE HATHAWAY INC DEL      $953
     BRK.B4,208+200$953
VANGUARD INTL EQUITY INDEX F (VGK) 16,042 UNCH $939
     VGK16,042UNCH$939
MICROSOFT CORP 5,898 +159 $930
     MSFT5,898+159$930
AMAZON COM INC 503 +160 $929
     AMZN503+160$929
ISHARES TR (ILTB) 12,963 -1,559 $883
     ILTB12,963-1,559$883
ISHARES US ETF TR (NEAR) 17,508 -6,661 $880
     NEAR17,508-6,661$880

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 12/31/2019: $205,111
At 09/30/2019: $188,691

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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