- New Purchases: AAPL, QQQ,
- Added Positions: IWM, AMLP, VV, TIP, AGG, IVV, HYG, EEM, ICF, IEMG, EFA, VTI, VWO,
- Reduced Positions: ITOT, SHV,
For the details of Emerson Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/emerson+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Emerson Wealth Management, LLC- iShares Russell 1000 ETF (IWB) - 451,625 shares, 45.14% of the total portfolio. Shares added by 0.94%
- iShares Russell 2000 ETF (IWM) - 235,245 shares, 23.41% of the total portfolio. Shares added by 3.62%
- Alerian MLP ETF (AMLP) - 1,366,042 shares, 7.86% of the total portfolio. Shares added by 10.21%
- iShares TIPS Bond ETF (TIP) - 89,370 shares, 5.10% of the total portfolio. Shares added by 2.11%
- iShares Core MSCI EAFE ETF (IEFA) - 100,663 shares, 4.44% of the total portfolio. Shares reduced by 0.05%
Emerson Wealth Management, LLC initiated holding in Apple Inc. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $317.34. The impact to a portfolio due to this purchase was 0.19%. The holding were 940 shares as of .
New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)Emerson Wealth Management, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $184.05 and $213.79, with an estimated average price of $200.68. The stock is now traded at around $223.03. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,195 shares as of .
Here is the complete portfolio of Emerson Wealth Management, LLC. Also check out:
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