Emerson Wealth, LLC

13F Portfolio Filings

Latest 13F report
Q2 2022 - Aug 3, 2022
Value $
$131M
Signature - Title
Michael Emerson - Owner/President/Chief Compliance Officer
Location
38710 Woodward Ave., Suite 230, Bloomfield Hills, MI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2022 59 $131M +$3.25M -$688K +$2.56M IWB, VB, VV, IVV, RWO 13F-HR 8/3/2022, 09:43 AM
Q1 2022 57 $155M +$5.08M -$4.46M +$619K IWB, VB, VV, RWO, IVV 13F-HR 4/25/2022, 12:12 PM
Q4 2021 51 $164M +$841K -$2.8M -$1.96M IWB, VB, VV, RWO, SPY 13F-HR 2/9/2022, 10:42 AM
Q3 2021 39 $152M +$24.8K -$1.05M -$1.03M IWB, VB, VV, RWO, SPY Restatement 11/10/2021, 02:39 PM
Q2 2021 41 $153M +$1.94M -$1.11M +$832K IWB, VB, VV, RWO, SPY 13F-HR 8/4/2021, 01:04 PM
Q1 2021 38 $142M +$1.1M -$2.95M -$1.85M IWB, VB, VV, RWO, SPY 13F-HR 4/22/2021, 09:06 AM
Q4 2020 22 $156M +$129K -$2.98M -$2.85M IWB, VB, IWM, VV, RWO 13F-HR 1/29/2021, 08:58 AM
Q3 2020 22 $136M +$235K -$3.57M -$3.34M IWB, VB, IWM, VV, RWO 13F-HR 10/21/2020, 03:34 PM
Q2 2020 21 $129M +$10.2M -$3.33M +$6.87M IWB, VB, IWM, VV, RWO 13F-HR 7/14/2020, 10:50 AM
Q1 2020 22 $100M +$26.8M -$22.6M +$4.24M IWB, IWM, VB, VV, RWO 13F-HR 4/20/2020, 01:23 PM
Q4 2019 24 $135M +$3.82M -$273K +$3.55M IWB, IWM, AMLP, IEFA, SPY 13F-HR 1/21/2020, 10:38 AM
Q3 2019 22 $123M +$2.29M -$942K +$1.34M IWB, IWM, AMLP, IEFA, SPY 13F-HR 10/15/2019, 12:31 PM
Q2 2019 23 $123M +$20.7M -$11.4M +$9.29M IWB, IWM, AMLP, IEFA, SPY 13F-HR 9/27/2019, 08:11 AM
Q1 2019 30 $131M +$19.2M -$5.1M +$14.1M IWB, IWM, AMLP, TIP, IEFA 13F-HR 5/15/2019, 06:43 PM
Q4 2018 27 $104M $0 $0 IWB, IWM, AMLP, TIP, IEFA 13F-HR 2/4/2019, 05:42 PM