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The Analysis of Emergent Wealth Advisors, LLC's Holdings & P&L

Currently, Emergent Wealth Advisors, LLC holds 125 types of securities in its portfolio with a total value $169.2M. In the most recent quarter, they have increased their positions in BINC (+89.8K shares, valued at $4.7M), XLK (+24.8K shares, valued at $3.3M), DYNF (+53.5K shares, valued at $3.1M); decreased their positions in IJR (-41.5K shares, valued at $5.2M), VXF (-12.4K shares, valued at $2.6M), BOND (-26.1K shares, valued at $2.4M); initiated new positions in BSV (+10.3K shares, valued at $806.6K), JIRE (+8.7K shares, valued at $656.7K), PYLD (+23.5K shares, valued at $614.7K).

1M P&L

+5.6M+3.25%

3M P&L

-35.6M-16.67%

HY P&L

-29.2M-14.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A134.4M

82.0%

2Software - Infrastructure2.8M

1.7%

3Semiconductors2.6M

1.6%

Top Industries by Stock Count

1N/A68 stocks

59.1%

2Banks - Diversified4 stocks

3.5%

3Software - Infrastructure4 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR35.0K shares1.63%2026-03-312026-04-08

IEFA ISHARES TR112.2K shares30.98%2026-03-312026-04-08

AGG ISHARES TR86.4K shares-16.18%2026-03-312026-04-08

VUG VANGUARD INDEX FDS18.8K shares48.19%2026-03-312026-04-08

IEMG ISHARES INC111.6K shares27.98%2026-03-312026-04-08

BINC BLACKROCK ETF TRUST II135.9K shares194.68%2026-03-312026-04-08

VTV VANGUARD INDEX FDS35.9K shares43.29%2026-03-312026-04-08

DYNF BLACKROCK ETF TRUST102.4K shares109.42%2026-03-312026-04-08

Sponsored

BNDX VANGUARD CHARLOTTE FDS85.5K shares18.44%2026-03-312026-04-08

GLD SPDR GOLD TR9.5K shares2.16%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR30.7K shares420.66%2026-03-312026-04-08

SPYM SPDR SERIES TRUST51.4K shares1.89%2026-03-312026-04-08

VCRB VANGUARD MALVERN FDS48.7K shares263.55%2026-03-312026-04-08

BOND PIMCO ETF TR29.9K shares-46.61%2026-03-312026-04-08

IJR ISHARES TR21.5K shares-65.88%2026-03-312026-04-08

BBUS J P MORGAN EXCHANGE TRADED F19.8K shares229.68%2026-03-312026-04-08

Sponsored

VXF VANGUARD INDEX FDS10.0K shares-55.37%2026-03-312026-04-08

NYF ISHARES TR38.8K shares-2.98%2026-03-312026-04-08

NVDA NVIDIA CORPORATION11.6K shares-0.22%2026-03-312026-04-08

AMZN AMAZON COM INC9.0K shares17.36%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR67.2K shares1.62%2026-03-312026-04-08

SHLD GLOBAL X FDS24.1K shares323.74%2026-03-312026-04-08

WELL WELLTOWER INC7.9K shares-1.90%2026-03-312026-04-08

SPG SIMON PPTY GROUP INC NEW8.1K shares2.05%2026-03-312026-04-08

Sponsored

MSFT MICROSOFT CORP4.1K shares22.57%2026-03-312026-04-08

BROADCOM INC BROADCOM INC4.8K shares13.26%2026-03-312026-04-08

SCHZ SCHWAB STRATEGIC TR64.2K shares-52.87%2026-03-312026-04-08

AAPL APPLE INC4.5K shares2.76%2026-03-312026-04-08

ALPHABET INC ALPHABET INC3.4K shares-1.38%2026-03-312026-04-08

CSCO CISCO SYS INC12.5K shares3.33%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS3.8K shares42.22%2026-03-312026-04-08

SCCO SOUTHERN COPPER CORP5.3K shares-12.83%2026-03-312026-04-08

Sponsored

SCHF SCHWAB STRATEGIC TR36.8K shares-4.18%2026-03-312026-04-08

UBER UBER TECHNOLOGIES INC12.6K shares-24.47%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON3.4K shares3.93%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS10.3K sharesnew addition2026-03-312026-04-08

MTB M & T BK CORP3.9K shares0.39%2026-03-312026-04-08

WMT WALMART INC6.2K shares-9.50%2026-03-312026-04-08

APH AMPHENOL CORP6.0K shares103.96%2026-03-312026-04-08

ALPHABET INC ALPHABET INC2.6K shares-0.88%2026-03-312026-04-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.1K shares2.09%2026-03-312026-04-08

ABBV ABBVIE INC3.3K shares-1.63%2026-03-312026-04-08

BA BOEING CO3.5K shares10.99%2026-03-312026-04-08

JCPB J P MORGAN EXCHANGE TRADED F14.8K shares222.05%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO2.4K shares7.66%2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC1.7K shares63.44%2026-03-312026-04-08

GLW CORNING INC4.9K shares-7.21%2026-03-312026-04-08

JIRE J P MORGAN EXCHANGE TRADED F8.7K sharesnew addition2026-03-312026-04-08

Sponsored

PYLD PIMCO ETF TR23.5K sharesnew addition2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS4.0K shares3.12%2026-03-312026-04-08

META META PLATFORMS INC1.0K shares-3.13%2026-03-312026-04-08

XVV ISHARES TR11.6K shares0.00%2026-03-312026-04-08

T AT&T INC19.4K shares-49.40%2026-03-312026-04-08

STLD STEEL DYNAMICS INC3.1K shares-15.03%2026-03-312026-04-08

DGX QUEST DIAGNOSTICS INC2.8K shares0.00%2026-03-312026-04-08

NFG NATIONAL FUEL GAS CO5.6K shares-3.49%2026-03-312026-04-08

Sponsored

JBND J P MORGAN EXCHANGE TRADED F9.7K sharesnew addition2026-03-312026-04-08

ESGU ISHARES TR3.6K shares-11.92%2026-03-312026-04-08

IUSB ISHARES TR10.7K shares-78.76%2026-03-312026-04-08

NOBL PROSHARES TR4.6K shares33.60%2026-03-312026-04-08

NULV NUSHARES ETF TR10.6K shares0.00%2026-03-312026-04-08

PG PROCTER & GAMBLE CO3.3K shares74.74%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS6.3K sharesnew addition2026-03-312026-04-08

IWN ISHARES TR2.4K shares0.25%2026-03-312026-04-08

Sponsored

IVE ISHARES TR2.1K shares-68.48%2026-03-312026-04-08

ESML ISHARES TR9.6K shares0.00%2026-03-312026-04-08

NULG NUSHARES ETF TR4.9K shares-0.71%2026-03-312026-04-08

PFF ISHARES TR14.5K shares-80.82%2026-03-312026-04-08

JAVA J P MORGAN EXCHANGE TRADED F6.0K sharesnew addition2026-03-312026-04-08

XTEN BONDBLOXX ETF TRUST9.4K shares-47.67%2026-03-312026-04-08

JGRO J P MORGAN EXCHANGE TRADED F5.0K sharesnew addition2026-03-312026-04-08

VMBS VANGUARD SCOTTSDALE FDS9.0K shares-81.72%2026-03-312026-04-08

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL880 shares26.98%2026-03-312026-04-08

EAGG ISHARES TR8.8K shares64.78%2026-03-312026-04-08

JGLO J P MORGAN EXCHANGE TRADED F6.4K sharesnew addition2026-03-312026-04-08

IVW ISHARES TR3.6K shares-79.83%2026-03-312026-04-08

XOM EXXON MOBIL CORP2.4K shares16.92%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC2.7K shares62.13%2026-03-312026-04-08

MBB ISHARES TR4.1K shares-72.19%2026-03-312026-04-08

ROCKET LAB CORP ROCKET LAB CORP5.9K shares-23.51%2026-03-312026-04-08

Sponsored

COF CAPITAL ONE FINL CORP2.1K shares114.88%2026-03-312026-04-08

HYG ISHARES TR4.7K shares-83.39%2026-03-312026-04-08

CMF ISHARES TR6.5K shares37.25%2026-03-312026-04-08

XLG INVESCO EXCHANGE TRADED FD T6.7K shares-63.36%2026-03-312026-04-08

IWD ISHARES TR1.7K shares0.41%2026-03-312026-04-08

HD HOME DEPOT INC1.1K shares9.45%2026-03-312026-04-08

EFV ISHARES TR4.8K shares-82.55%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares-25.21%2026-03-312026-04-08

Sponsored

SPUS TIDAL TRUST I7.2K shares11.61%2026-03-312026-04-08

EPD ENTERPRISE PRODS PARTNERS L9.1K shares0.00%2026-03-312026-04-08

IWF ISHARES TR773 shares0.13%2026-03-312026-04-08

MINO PIMCO ETF TR7.2K shares40.99%2026-03-312026-04-08

ALAB ASTERA LABS INC2.9K shares-14.46%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS528 shares0.00%2026-03-312026-04-08

BGC BGC GROUP INC32.2K shares-5.85%2026-03-312026-04-08

BAC BANK AMERICA CORP6.3K shares16.53%2026-03-312026-04-08

Sponsored

FMNY FIRST TR EXCH TRADED FD III11.5K shares-24.32%2026-03-312026-04-08

OKE ONEOK INC NEW3.3K shares-0.92%2026-03-312026-04-08

SPSK TIDAL TRUST I16.6K shares19.26%2026-03-312026-04-08

SPTM SPDR SERIES TRUST3.7K shares0.63%2026-03-312026-04-08

TER TERADYNE INC981 shares-18.59%2026-03-312026-04-08

WDC WESTERN DIGITAL CORP1.1K shares-16.00%2026-03-312026-04-08

WFC WELLS FARGO & CO3.6K shares10.99%2026-03-312026-04-08

CVX CHEVRON CORPORATION1.4K sharesnew addition2026-03-312026-04-08

Sponsored

SCHA SCHWAB STRATEGIC TR9.1K shares-0.74%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS1.2K sharesnew addition2026-03-312026-04-08

QCOM QUALCOMM INC2.0K shares-4.77%2026-03-312026-04-08

VONE VANGUARD SCOTTSDALE FDS865 shares0.00%2026-03-312026-04-08

COP CONOCOPHILLIPS1.9K sharesnew addition2026-03-312026-04-08

SNDK SANDISK CORP382 sharesnew addition2026-03-312026-04-08

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.0K shares-0.50%2026-03-312026-04-08

TD TORONTO DOMINION BK ONT2.5K sharesnew addition2026-03-312026-04-08

Sponsored

QUAL ISHARES TR1.2K shares-88.02%2026-03-312026-04-08

MOAT VANECK ETF TRUST2.3K shares-9.20%2026-03-312026-04-08

NFLX NETFLIX INC.2.3K sharesnew addition2026-03-312026-04-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.1K shares-6.81%2026-03-312026-04-08

SCHE SCHWAB STRATEGIC TR6.7K shares-1.10%2026-03-312026-04-08

JEMA J P MORGAN EXCHANGE TRADED F4.2K sharesnew addition2026-03-312026-04-08

ESGD ISHARES TR2.2K shares-2.68%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC1.8K shares-22.68%2026-03-312026-04-08

Sponsored

PANW PALO ALTO NETWORKS INC1.3K shares-7.69%2026-03-312026-04-08

NUEM NUSHARES ETF TR5.5K shares-6.16%2026-03-312026-04-08

KO COCA COLA CO2.6K sharesnew addition2026-03-312026-04-08

CXW CORECIVIC INC10.5K sharesnew addition2026-03-312026-04-08

NMRK NEWMARK GROUP INC10.3K shares-8.29%2026-03-312026-04-08

IVV

ISHARES TR

1.63%

Shares35.0K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

30.98%

Shares112.2K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

-16.18%

Shares86.4K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

48.19%

Shares18.8K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

27.98%

Shares111.6K

Event2026-03-31

Filed2026-04-08

BINC

BLACKROCK ETF TRUST II

194.68%

Shares135.9K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

43.29%

Shares35.9K

Event2026-03-31

Filed2026-04-08

DYNF

BLACKROCK ETF TRUST

109.42%

Shares102.4K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

18.44%

Shares85.5K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

2.16%

Shares9.5K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

420.66%

Shares30.7K

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

1.89%

Shares51.4K

Event2026-03-31

Filed2026-04-08

VCRB

VANGUARD MALVERN FDS

263.55%

Shares48.7K

Event2026-03-31

Filed2026-04-08

BOND

PIMCO ETF TR

-46.61%

Shares29.9K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

-65.88%

Shares21.5K

Event2026-03-31

Filed2026-04-08

BBUS

J P MORGAN EXCHANGE TRADED F

229.68%

Shares19.8K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

-55.37%

Shares10.0K

Event2026-03-31

Filed2026-04-08

NYF

ISHARES TR

-2.98%

Shares38.8K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-0.22%

Shares11.6K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

17.36%

Shares9.0K

Event2026-03-31

Filed2026-04-08

SCHX

SCHWAB STRATEGIC TR

1.62%

Shares67.2K

Event2026-03-31

Filed2026-04-08

SHLD

GLOBAL X FDS

323.74%

Shares24.1K

Event2026-03-31

Filed2026-04-08

WELL

WELLTOWER INC

-1.90%

Shares7.9K

Event2026-03-31

Filed2026-04-08

SPG

SIMON PPTY GROUP INC NEW

2.05%

Shares8.1K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

22.57%

Shares4.1K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

13.26%

Shares4.8K

Event2026-03-31

Filed2026-04-08

SCHZ

SCHWAB STRATEGIC TR

-52.87%

Shares64.2K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

2.76%

Shares4.5K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-1.38%

Shares3.4K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

3.33%

Shares12.5K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

42.22%

Shares3.8K

Event2026-03-31

Filed2026-04-08

SCCO

SOUTHERN COPPER CORP

-12.83%

Shares5.3K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

-4.18%

Shares36.8K

Event2026-03-31

Filed2026-04-08

UBER

UBER TECHNOLOGIES INC

-24.47%

Shares12.6K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

3.93%

Shares3.4K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

New

Shares10.3K

Event2026-03-31

Filed2026-04-08

MTB

M & T BK CORP

0.39%

Shares3.9K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

-9.50%

Shares6.2K

Event2026-03-31

Filed2026-04-08

APH

AMPHENOL CORP

103.96%

Shares6.0K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-0.88%

Shares2.6K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

2.09%

Shares1.1K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

-1.63%

Shares3.3K

Event2026-03-31

Filed2026-04-08

BOEING CO

10.99%

Shares3.5K

Event2026-03-31

Filed2026-04-08

JCPB

J P MORGAN EXCHANGE TRADED F

222.05%

Shares14.8K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

7.66%

Shares2.4K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

63.44%

Shares1.7K

Event2026-03-31

Filed2026-04-08

GLW

CORNING INC

-7.21%

Shares4.9K

Event2026-03-31

Filed2026-04-08

JIRE

J P MORGAN EXCHANGE TRADED F

New

Shares8.7K

Event2026-03-31

Filed2026-04-08

PYLD

PIMCO ETF TR

New

Shares23.5K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

3.12%

Shares4.0K

Event2026-03-31

Filed2026-04-08