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

SEC FilingSEC DataHachi Filing

Manager:

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Tesla, Inc.

TSLA|88160R101

Shares:1.1K

Value:$282.7K

% of Portfolio:0.0% ($282.7K/$752.5M)

78468R663

Shares:3.1K

Value:$282.1K

% of Portfolio:0.0% ($282.1K/$752.5M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:6.2K

Value:$279.3K

% of Portfolio:0.0% ($279.3K/$752.5M)

HERSHEY CO

HSY|427866108

Shares:1.6K

Value:$274.8K

% of Portfolio:0.0% ($274.8K/$752.5M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.8K

Value:$270.6K

% of Portfolio:0.0% ($270.6K/$752.5M)

464287499

IWR|464287499

Shares:3.1K

Value:$265.2K

% of Portfolio:0.0% ($265.2K/$752.5M)

92204A702

VGT|92204A702

Shares:487

Value:$264.2K

% of Portfolio:0.0% ($264.2K/$752.5M)

ORACLE CORP

ORCL|68389X105

Shares:1.8K

Value:$257.4K

% of Portfolio:0.0% ($257.4K/$752.5M)

INTUIT INC.

INTU|461202103

Shares:418

Value:$256.5K

% of Portfolio:0.0% ($256.5K/$752.5M)

AT&T INC.

T|00206R102

Shares:8.9K

Value:$251.5K

% of Portfolio:0.0% ($251.5K/$752.5M)

032108607

Shares:6.2K

Value:$226.9K

% of Portfolio:0.0% ($226.9K/$752.5M)

46641Q159

Shares:4.7K

Value:$216.2K

% of Portfolio:0.0% ($216.2K/$752.5M)

DEERE & CO

DE|244199105

Shares:448

Value:$210.3K

% of Portfolio:0.0% ($210.3K/$752.5M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:775

Value:$204.9K

% of Portfolio:0.0% ($204.9K/$752.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	1.1K	QoQ +19.23% (-176) YoY NEW(+1.1K)	All Managers (Combined)	$282.7K	0.0% ($282.7K/$752.5M)	QoQ -23.48% (-$86.8K) YoY NEW(+$282.7K)
(cusip78468R663)✕	3.1K	QoQ -12.01% (-420) YoY NEW(+3.1K)	All Managers (Combined)	$282.1K	0.0% ($282.1K/$752.5M)	QoQ -11.73% (-$37.5K) YoY NEW(+$282.1K)
Bitwise Bitcoin ETF(BITBcusip09174C104)	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$279.3K	0.0% ($279.3K/$752.5M)	QoQ NEW(+$279.3K) YoY NEW(+$279.3K)
HERSHEY CO(HSYcusip427866108)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$274.8K	0.0% ($274.8K/$752.5M)	QoQ NEW(+$274.8K) YoY NEW(+$274.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.8K	QoQ +14.86% (+228) YoY +4.13% (-70)	All Managers (Combined)	$270.6K	0.0% ($270.6K/$752.5M)	QoQ +14.86% (+$35.0K) YoY -5.52% (-$15.8K)
(IWRcusip464287499)	3.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$265.2K	0.0% ($265.2K/$752.5M)	QoQ -3.76% (-$10.4K) YoY +1.16% (+$3.1K)
(VGTcusip92204A702)	487	QoQ -1.61% (-8) YoY -15.74% (-91)	All Managers (Combined)	$264.2K	0.0% ($264.2K/$752.5M)	QoQ -14.17% (-$43.7K) YoY -12.74% (-$38.6K)
ORACLE CORP(ORCLcusip68389X105)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$257.4K	0.0% ($257.4K/$752.5M)	QoQ NEW(+$257.4K) YoY NEW(+$257.4K)
INTUIT INC.(INTUcusip461202103)	418	QoQ +11.76% (+44) YoY +31.44% (+100)	All Managers (Combined)	$256.5K	0.0% ($256.5K/$752.5M)	QoQ +9.21% (+$21.6K) YoY +23.89% (+$49.5K)
AT&T INC.(Tcusip00206R102)	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$251.5K	0.0% ($251.5K/$752.5M)	QoQ NEW(+$251.5K) YoY NEW(+$251.5K)
(cusip032108607)✕	6.2K	QoQ -0.77% (-48) YoY -7.64% (-509)	All Managers (Combined)	$226.9K	0.0% ($226.9K/$752.5M)	QoQ -15.27% (-$40.9K) YoY -6.52% (-$15.8K)
(cusip46641Q159)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$216.2K	0.0% ($216.2K/$752.5M)	QoQ NEW(+$216.2K) YoY NEW(+$216.2K)
DEERE & CO(DEcusip244199105)	448	QoQ NEW(+448) YoY NEW(+448)	All Managers (Combined)	$210.3K	0.0% ($210.3K/$752.5M)	QoQ NEW(+$210.3K) YoY NEW(+$210.3K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	775	QoQ NEW(+775) YoY NEW(+775)	All Managers (Combined)	$204.9K	0.0% ($204.9K/$752.5M)	QoQ NEW(+$204.9K) YoY NEW(+$204.9K)