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| Emerald Advisors LLC
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| |
|---|---|
| CRD # | 305125 |
| SEC # | 801-117515 |
| CIK # | 0001802611 |
| AUM | $678.9 MM (2024-05-06) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 425-458-3853 |
| Address | 3055 112th Ave NE Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| COST | 207,576.9 | 537.6 | |
| MSFT | 1,918,222.4 | 5.2 | |
| AAPL | 2,382,844.0 | 4.3 | |
| AMZN | 1,092,997.8 | 3.5 | |
| GOOG | 1,482,566.4 | 2.5 | |
| NVDA | 399,550.0 | 1.5 | |
| HD | 277,648.0 | 1.1 | |
| CVX | 294,604.1 | 1.1 | |
| KO | 269,985.6 | 1.1 | |
| PEP | 226,773.9 | 1.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 13.2 |
| (b) Individuals (high net worth individuals) | 129 | 665.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 745 | 678.9 |
| By Discretionary | ||
| Discretionary | 739 | 675.9 |
| Non-Discretionary | 6 | 3.0 |
| Total | 745 | 678.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 678.9 | |
| Total | 745 | 678.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802611] |
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