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Emerald Investment Advisers, LLC

Portfolio Manager
Emerald Investment Advisers, LLC
Performance
0% (N/A)
AUM (13F)
$1.11B
# of Holdings
251
Performance Rank
N/A
Allocation (Top 20)
34.89%

Emerald Investment Advisers, LLC Holdings Map

Top 50 Emerald Investment Advisers, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
4.95%315.9K$55.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 315.9K shares
$180.45(+7.97%)
2026-03-31
AAPL
APPLE INC
4.47%195.7K$49.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 195.7K shares
$262.82(+17.43%)
2026-03-31
MSFT
MICROSOFT CORP
3.21%96.6K$35.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 96.6K shares
$426.90(-8.53%)
2026-03-31
GOOGL
ALPHABET INC
3.17%122.5K$35.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 122.5K shares
$300.28(+19.86%)
2026-03-31
AMZN
AMAZON COM INC
2.22%118.6K$24.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 118.6K shares
$219.55(+10.53%)
2026-03-31
AVGO
BROADCOM INC
2.01%72.4K$22.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 72.4K shares
$327.23(+10.15%)
2026-03-31
META
META PLATFORMS INC
1.58%30.6K$17.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 30.6K shares
$616.11(-5.39%)
2026-03-31
JPM
JPMORGAN CHASE & CO.
1.52%57.6K$16.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 57.6K shares
$308.19(+8.53%)
2026-03-31
EFA
ISHARES TR
1.35%154.3K$15.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 154.3K shares
$96.58(+8.07%)
2026-03-31
CSCO
CISCO SYS INC
1.09%155.8K$12.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 155.8K shares
$77.31(+45.76%)
2026-03-31

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