HoldingsChannel.com
Emerson Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES RUSSELL 1000 ETF (IWB) 339,298 +43,626 $53,375
     IWB339,298+43,626$53,375
ISHARES RUSSELL 2000 ETF (IWM) 179,750 +48,980 $27,518
     IWM179,750+48,980$27,518
ALPS ETF TR ALERIAN MLP ETF (AMLP) 1,198,574 -10,364 $12,022
     AMLP1,198,574-10,364$12,022
ISHARES TIPS BOND ETF (TIP) 57,859 -26,735 $6,542
     TIP57,859-26,735$6,542
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 100,175 -13,695 $6,088
     IEFA100,175-13,695$6,088
FORD MTR CO DEL COM 483,984 +98,851 $4,249
     F483,984+98,851$4,249
SPDR S&P500 ETF TRUST S&P 500 ETF USD DIS (SPY) 14,579 UNCH $4,118
     SPY14,579UNCH$4,118
VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR (VV) 20,507 +10,768 $2,662
     VV20,507+10,768$2,662
WHIRLPOOL CORP 20,000 UNCH $2,658
     WHR20,000UNCH$2,658
VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR (VB) 17,168 +9,640 $2,623
     VB17,168+9,640$2,623
LOCKHEED MARTIN CORP COM USD1.00 5,804 UNCH $1,742
     LMT5,804UNCH$1,742
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 23,555 +1,242 $1,517
     ITOT23,555+1,242$1,517
BEMIS CO INC COM 15,337 +597 $851
     BMS15,337+597$851
VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF (VWO) 15,285 UNCH $650
     VWO15,285UNCH$650
SPDR SERIES TRUST BLOMBRG BRC TIPS (IPE) 10,964 -3,939 $610
     IPE10,964-3,939$610
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 3,997 -1,188 $436
     AGG3,997-1,188$436
CMS ENERGY CORP COM USD0.01 6,331 UNCH $352
     CMS6,331UNCH$352
ROKU INC COM CL A 5,000 +5,000 $323
     ROKU5,000+5,000$323
AMERICAN AXLE & MFG HOLDINGS 20,000 UNCH $286
     AXL20,000UNCH$286
STARBUCKS CORP COM USD0.001 3,736 UNCH $278
     SBUX3,736UNCH$278
ISHARES NATIONAL MUNI BOND ETF (MUB) 2,478 -618 $276
     MUB2,478-618$276
APPLE INC COM USD0.00001 1,400 UNCH $266
     AAPL1,400UNCH$266
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 4,664 -591 $241
     IEMG4,664-591$241
ISHARES U S REAL ESTATE ETF (IYR) 2,674 -679 $233
     IYR2,674-679$233
PACCAR INC COM USD1.00 3,300 +3,300 $225
     PCAR3,300+3,300$225
ISHARES CORE S&P 500 ETF (IVV) 760 +760 $216
     IVV760+760$216
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI) 1,479 -116 $214
     VTI1,479-116$214
ISHARES TR IBOXX HI YD ETF (HYG) 2,323 -2,733 $201
     HYG2,323-2,733$201
ADIENT PLC COM USD0.001 14,756 +14,756 $191
     ADNT14,756+14,756$191

See Full List: All Stocks Held By Emerson Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Emerson Wealth Management LLC

Size ($ in 1000's)
At 03/31/2019: $130,991
At 12/31/2018: $103,697

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

Emerson Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.