Emerson Wealth, LLC current holdings: USA Stocks
Emerson Wealth, LLC reported $0.00 billion in share positions in stocks (listed in the US), 27 positions, in its Form 13F for the quarter ended 2022-06-30; the largest are HD, CVS, BRKB.
- HD: Country of operation United States; Class COM; Shares 933; Value $256,000.
- CVS: Country of operation United States; Class COM; Shares 1,291; Value $120,000.
- BRKB: Country of operation —; Class CL B NEW; Shares 399; Value $109,000.
- NOC: Country of operation United States; Class COM; Shares 225; Value $108,000.
Form 13F-HR as filed (SEC CIK 1766671): quarter ended 2022-06-30, filed 2022-08-03. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| HD HOME DEPOT INC | United States | COM | 933 | $256,000 | 18.96% | 2022-06-30 | 2022-08-03 | +5.02% |
| CVS CVS HEALTH CORP | United States | COM | 1,291 | $120,000 | 8.89% | 2022-06-30 | 2022-08-03 | -6.00% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 399 | $109,000 | 8.07% | 2022-06-30 | 2022-08-03 | ||
| NOC NORTHROP GRUMMAN CORP | United States | COM | 225 | $108,000 | 8.00% | 2022-06-30 | 2022-08-03 | +5.44% |
| EW EDWARDS LIFESCIENCES CORP | United States | COM | 1,044 | $99,000 | 7.33% | 2022-06-30 | 2022-08-03 | -7.37% |
| ABBV ABBVIE INC | United States | COM | 600 | $92,000 | 6.81% | 2022-06-30 | 2022-08-03 | +71.91% |
| BAX BAXTER INTL INC | United States | COM | 1,287 | $83,000 | 6.15% | 2022-06-30 | 2022-08-03 | -63.44% |
| AAPL APPLE INC | United States | COM | 518 | $71,000 | 5.26% | 2022-06-30 | 2022-08-03 | |
| XOMXXXX EXXON MOBIL CORP | COM | 721 | $62,000 | 4.59% | 2022-06-30 | 2022-08-03 | ||
| LLY LILLY ELI & CO | United States | COM | 141 | $46,000 | 3.41% | 2022-06-30 | 2022-08-03 | +265.37% |
| CSX CSX CORP | United States | COM | 1,457 | $42,000 | 3.11% | 2022-06-30 | 2022-08-03 | +61.49% |
| HRL HORMEL FOODS CORP | United States | COM | 800 | $38,000 | 2.81% | 2022-06-30 | 2022-08-03 | -58.09% |
| NEE NEXTERA ENERGY INC | United States | COM | 400 | $31,000 | 2.30% | 2022-06-30 | 2022-08-03 | -2.03% |
| AA ALCOA CORP | United States | COM | 646 | $29,000 | 2.15% | 2022-06-30 | 2022-08-03 | -7.92% |
| CMCSA COMCAST CORP NEW | United States | CL A | 733 | $29,000 | 2.15% | 2022-06-30 | 2022-08-03 | -41.27% |
| BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 267 | $21,000 | 1.56% | 2022-06-30 | 2022-08-03 | -18.36% |
| JNJ JOHNSON & JOHNSON | United States | COM | 101 | $18,000 | 1.33% | 2022-06-30 | 2022-08-03 | +50.74% |
| BA BOEING CO | United States | COM | 100 | $14,000 | 1.04% | 2022-06-30 | 2022-08-03 | +37.27% |
| INTC INTEL CORP | United States | COM | 365 | $14,000 | 1.04% | 2022-06-30 | 2022-08-03 | +209.89% |
| JPM JPMORGAN CHASE & CO | United States | COM | 102 | $11,000 | 0.81% | 2022-06-30 | 2022-08-03 | +197.47% |
| DOW DOW INC | United States | COM | 194 | $10,000 | 0.74% | 2022-06-30 | 2022-08-03 | -46.50% |
| NUE NUCOR CORP | United States | COM | 92 | $10,000 | 0.74% | 2022-06-30 | 2022-08-03 | +126.26% |
| F FORD MTR CO DEL | United States | COM | 837 | $9,000 | 0.67% | 2022-06-30 | 2022-08-03 | +10.51% |
| GNTX GENTEX CORP | United States | COM | 165 | $5,000 | 0.37% | 2022-06-30 | 2022-08-03 | -20.88% |
| MSFT MICROSOFT CORP | United States | COM | 18 | $5,000 | 0.37% | 2022-06-30 | 2022-08-03 | +98.17% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 19 | $3,000 | 0.22% | 2022-06-30 | 2022-08-03 | -48.54% |
| FBIN FORTUNE BRANDS HOME & SEC IN | United States | COM | 30 | $2,000 | 0.15% | 2022-06-30 | 2022-08-03 | -24.95% |
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