Emerald-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "VONG",
  "GOOGL",
  null,
  "T",
  "BLK",
  "AVGO",
  null,
  "EOG",
  null,
  "BITB",
  "HD",
  "INTU",
  "QCOM",
  null,
  "GSIE",
  "META",
  "LIN",
  null,
  "MA",
  "MSFT",
  "HSY",
  "FAST",
  "IJR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  null,
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "IEFA",
  null,
  null,
  null,
  "SPLG",
  "SBUX",
  "TXN",
  "TRV",
  "UPS",
  "NEM",
  "VWO",
  "VIG",
  null,
  null,
  "F",
  "IWR",
  "GSLC",
  "AMZN",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VTWO",
  "BNDX",
  "VTV",
  "V",
  "XEL",
  null,
  "SCHD",
  null,
  null,
  "KMB",
  "BRK-B",
  "BMY",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "DE",
  "VMC",
  "USMV",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 94
Total Value: 752480542
Accession Number: 0001085146-25-002345
Form Type: 13F-HR
CIK: emerald-advisors
Manager Name: Emerald-Advisors

Data Enrichment

82% identified

77 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $752.5M total value

94 positions • $752.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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HOME DEPOT, INC.

Shares:3.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$752.5M)

NVIDIA CORP

Shares:12.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$752.5M)

CISCO SYSTEMS, INC.

Shares:21.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$752.5M)

COCA COLA CO

Shares:18.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$752.5M)

46434V878

Shares:26.3K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$752.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$752.5M)

BlackRock, Inc.

Shares:1.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$752.5M)

46138G649

Shares:6.7K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$752.5M)

46641Q373

Shares:20.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$752.5M)

37954Y715

Shares:43.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$752.5M)

PEPSICO INC

Shares:7.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$752.5M)

Broadcom Inc.

Shares:6.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$752.5M)

AMGEN INC

Shares:3.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$752.5M)

33734X846

Shares:17.9K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$752.5M)

CHEVRON CORP

Shares:6.7K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$752.5M)

TEXAS INSTRUMENTS INC

Shares:5.9K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$752.5M)

LOCKHEED MARTIN CORP

Shares:2.3K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$752.5M)

BRISTOL MYERS SQUIBB CO

Shares:16.3K

Value:$994.0K

% of Portfolio:0.1% ($994.0K/$752.5M)

VERIZON COMMUNICATIONS INC

Shares:20.8K

Value:$942.6K

% of Portfolio:0.1% ($942.6K/$752.5M)

JPMORGAN CHASE & CO

Shares:3.8K

Value:$930.5K

% of Portfolio:0.1% ($930.5K/$752.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	3.8K	QoQ +9.48% (+331) YoY +17.39% (+566)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$752.5M)	QoQ +3.16% (+$43.0K) YoY +12.13% (+$151.5K)
NVIDIA CORP(NVDAcusip67066G104)	12.8K	QoQ -11.03% (-1.6K) YoY +898.74% (+11.5K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$752.5M)	QoQ -28.20% (-$543.4K) YoY +19.83% (+$229.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	21.8K	QoQ +1.80% (+387) YoY +16.65% (+3.1K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$752.5M)	QoQ +6.12% (+$77.5K) YoY +44.23% (+$412.3K)
COCA COLA CO(KOcusip191216100)	18.8K	QoQ +5.30% (+945) YoY +15.67% (+2.5K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$752.5M)	QoQ +21.13% (+$234.5K) YoY +35.42% (+$351.5K)
(cusip46434V878)✕	26.3K	QoQ +6.77% (+1.7K) YoY -23.31% (-8.0K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$752.5M)	QoQ +7.35% (+$91.2K) YoY -23.10% (-$400.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.4K	QoQ +25.82% (+500) YoY +25.82% (+500)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$752.5M)	QoQ +47.83% (+$419.8K) YoY +59.35% (+$483.2K)
BlackRock, Inc.(BLKcusip09290D101)	1.4K	QoQ +9.08% (+114) YoY NEW(+1.4K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$752.5M)	QoQ +0.72% (+$9.4K) YoY NEW(+$1.3M)
(cusip46138G649)✕	6.7K	QoQ +9.21% (+564) YoY +12.08% (+721)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$752.5M)	QoQ +0.16% (+$2.1K) YoY +18.41% (+$200.7K)
(cusip46641Q373)✕	20.2K	QoQ -0.25% (-51) YoY -3.63% (-762)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$752.5M)	QoQ +7.44% (-$86.0K) YoY -1.44% (-$18.1K)
(cusip37954Y715)✕	43.4K	QoQ +12.79% (+4.9K) YoY +26.79% (+9.2K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$752.5M)	QoQ +0.47% (+$5.9K) YoY +13.44% (+$146.4K)
PEPSICO INC(PEPcusip713448108)	7.8K	QoQ +14.02% (+955) YoY +30.85% (+1.8K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$752.5M)	QoQ +12.43% (+$128.8K) YoY +12.11% (+$125.8K)
Broadcom Inc.(AVGOcusip11135F101)	6.8K	QoQ +5.31% (-343) YoY +695.32% (+5.9K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$752.5M)	QoQ -23.94% (-$358.5K) YoY +0.52% (+$5.9K)
AMGEN INC(AMGNcusip031162100)	3.6K	QoQ +8.68% (+290) YoY +8.94% (+298)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$752.5M)	QoQ +29.90% (+$260.3K) YoY +19.39% (+$183.7K)
(cusip33734X846)✕	17.9K	QoQ +6.38% (+1.1K) YoY +12.19% (+1.9K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$752.5M)	QoQ +5.63% (+$60.2K) YoY +25.34% (+$228.1K)
CHEVRON CORP(CVXcusip166764100)	6.7K	QoQ +13.15% (+775) YoY +9.56% (+582)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$752.5M)	QoQ +30.70% (+$261.9K) YoY +16.20% (+$155.5K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	5.9K	QoQ +16.67% (+841) YoY +37.71% (+1.6K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$752.5M)	QoQ +11.80% (+$111.6K) YoY +42.02% (+$312.8K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.3K	QoQ +11.11% (+226) YoY +23.57% (+431)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$752.5M)	QoQ +2.14% (+$21.1K) YoY +21.38% (+$177.8K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	16.3K	QoQ +3.00% (+476) YoY NEW(+16.3K)	All Managers (Combined)	$994.0K	0.1% ($994.0K/$752.5M)	QoQ +11.07% (+$99.1K) YoY NEW(+$994.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	20.8K	QoQ +7.40% (+1.4K) YoY +11.63% (+2.2K)	All Managers (Combined)	$942.6K	0.1% ($942.6K/$752.5M)	QoQ +21.83% (+$168.9K) YoY +20.68% (+$161.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.8K	QoQ +18.12% (+582) YoY +5.01% (+181)	All Managers (Combined)	$930.5K	0.1% ($930.5K/$752.5M)	QoQ +20.88% (+$160.7K) YoY +28.60% (+$207.0K)