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| Happy Holidays!! thanks for using AUM13F!! |
| Emerald Advisors LLC
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| CRD # | 305125 |
| SEC # | 801-117515 |
| CIK # | 0001802611 |
| AUM | $904.4 M (2025-04-02) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 425-458-3853 |
| Address | 3055 112th Ave NE Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 622.6 | ||
| Microsoft Corp | 6.0 | ||
| Apple Inc | 4.5 | ||
| Amazon Com Inc | 3.9 | ||
| Alphabet Inc | 2.5 | ||
| Nvidia Corp | 2.3 | ||
| Broadcom Inc | 1.8 | ||
| Cisco Systems Inc | 1.6 | ||
| Home Depot Inc | 1.5 | ||
| Exxon Mobil Corp | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 16.9 |
| (b) Individuals (high net worth individuals) | 140 | 887.4 |
| (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 | 1 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 824 | 904.4 |
| By Discretionary | ||
| Discretionary | 818 | 900.5 |
| Non-Discretionary | 6 | 3.9 |
| Total | 824 | 904.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 904.4 | |
| Total | 824 | 904.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802611] |
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|---|---|---|
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IL | 0.9 |
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IL | 0.9 |
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Benjamin F Edwards Wealth Management LLC
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MO | 0.9 |
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MI | 0.9 |
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Fiduciary Experts LLC
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0.9 | |
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Modern Portfolio Management Inc
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OH | 0.9 |