HoldingsChannel.com
Emerald Investment Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 42,864 +5,281 $11,076
     IVV42,864+5,281$11,076
ISHARES TR (DGRO) 218,938 -46,803 $7,135
     DGRO218,938-46,803$7,135
ISHARES TR (AGG) 55,134 -7,556 $6,361
     AGG55,134-7,556$6,361
VANGUARD WORLD FD (MGV) 75,793 -4,714 $5,007
     MGV75,793-4,714$5,007
VANGUARD WORLD FD (MGK) 39,074 +434 $4,968
     MGK39,074+434$4,968
PACER FDS TR 208,381 -130,905 $4,913
     PWS208,381-130,905$4,913
SPDR SER TR (SPAB) 143,032 -304 $4,322
     SPAB143,032-304$4,322
ISHARES TR (GOVT) 152,251 +16,034 $4,265
     GOVT152,251+16,034$4,265
VANGUARD SPECIALIZED FUNDS (VIG) 37,764 -9,737 $3,905
     VIG37,764-9,737$3,905
ISHARES TR (IEFA) 74,685 +7,120 $3,726
     IEFA74,685+7,120$3,726
PACER FDS TR 141,885 +109,978 $3,619
     PTBD141,885+109,978$3,619
PROSHARES TR (NOBL) 61,748 -30,377 $3,561
     NOBL61,748-30,377$3,561
PACER FDS TR 121,998 -98,561 $3,295
     PTLC121,998-98,561$3,295
ISHARES TR (USMV) 56,787 -3,381 $3,067
     USMV56,787-3,381$3,067
ISHARES TR (MUB) 24,062 +2,568 $2,720
     MUB24,062+2,568$2,720
ISHARES TR (IUSG) 45,719 -1,281 $2,610
     IUSG45,719-1,281$2,610
ISHARES TR (QUAL) 31,662 +6,164 $2,566
     QUAL31,662+6,164$2,566
ISHARES TR (ESGU) 41,019 +41,019 $2,358
     ESGU41,019+41,019$2,358
KRANESHARES TR (KDFI) 112,754 +112,754 $2,357
     KDFI112,754+112,754$2,357
ISHARES TR (ISTB) 44,900 +30,802 $2,267
     ISTB44,900+30,802$2,267
ISHARES TR (ITOT) 37,405 -3,231 $2,140
     ITOT37,405-3,231$2,140
VANGUARD BD INDEX FDS (BND) 22,900 -1,788 $1,955
     BND22,900-1,788$1,955
ISHARES TR (MTUM) 15,985 -1,419 $1,702
     MTUM15,985-1,419$1,702
VANGUARD INDEX FDS (VOE) 19,226 -688 $1,565
     VOE19,226-688$1,565
APPLE INC 5,924 +1,125 $1,507
     AAPL5,924+1,125$1,507
INVESCO EXCHANGE TRADED FD T (RSP) 17,361 +425 $1,459
     RSP17,361+425$1,459
ISHARES INC (ESGE) 52,567 +52,567 $1,439
     ESGE52,567+52,567$1,439
ISHARES U S ETF TR (NEAR) 25,735 +8,227 $1,248
     NEAR25,735+8,227$1,248
VANGUARD INDEX FDS (VBR) 13,318 -966 $1,183
     VBR13,318-966$1,183
MICROSOFT CORP 7,405 +1,507 $1,168
     MSFT7,405+1,507$1,168
AMAZON COM INC 597 +94 $1,164
     AMZN597+94$1,164
ISHARES TR (IXN) 6,281 -246 $1,145
     IXN6,281-246$1,145
ISHARES TR (IEF) 9,234 -810 $1,122
     IEF9,234-810$1,122
ISHARES INC (IEMG) 27,233 -33,438 $1,102
     IEMG27,233-33,438$1,102
TRUIST FINL CORP 33,916 +231 $1,046
     TFC33,916+231$1,046
ISHARES TR (IGIB) 18,946 +1,893 $1,040
     IGIB18,946+1,893$1,040
PEPSICO INC 8,388 +774 $1,007
     PEP8,388+774$1,007
SELECT SECTOR SPDR TR (XLK) 12,300 -2,504 $989
     XLK12,300-2,504$989
CSX CORP 17,131 -81 $982
     CSX17,131-81$982
COCA COLA CO 22,184 -3,911 $982
     KO22,184-3,911$982
SPDR S&P 500 ETF TR (SPY) 3,703 +969 $955
     SPY3,703+969$955
ISHARES TR (IVW) 5,469 +1,016 $903
     IVW5,469+1,016$903
PROSHARES TR (SH) 32,100 +32,100 $888
     SH32,100+32,100$888
ADVISORSHARES TR (AADR) 20,564 -5,303 $830
     AADR20,564-5,303$830
ISHARES TR (SHYG) 19,623 +18,392 $802
     SHYG19,623+18,392$802
PROSHARES TR (DOG) 13,500 +13,500 $790
     DOG13,500+13,500$790
PROCTER & GAMBLE CO 7,108 -1,048 $782
     PG7,108-1,048$782
ISHARES TR (SIZE) 10,746 -3,504 $767
     SIZE10,746-3,504$767
ISHARES TR (TLT) 4,635 -10,383 $765
     TLT4,635-10,383$765
VANGUARD INDEX FDS (VOT) 5,850 -345 $742
     VOT5,850-345$742

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 03/31/2020: $163,447
At 12/31/2019: $205,111

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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