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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Emerald Investment Partners, LLC INSTITUTION : Emerald Investment Partners, LLC
Emerald Investment Partners, LLC Portfolio (reported on 2020-05-12)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 11,076,000 42,864 6.77%
ISHARES TR    (CORE DIV GRWTH) DGRO 7,135,000 218,938 4.36%
ISHARES TR    (CORE US AGGBD ET) AGG 6,361,000 55,134 3.89%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 5,007,000 75,793 3.06%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 4,968,000 39,074 3.03%
PACER FDS TR    (WEALTHSHIELD) 4,913,000 208,381 3.00%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 4,322,000 143,032 2.64%
ISHARES TR    (US TREAS BD ETF) GOVT 4,265,000 152,251 2.60%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 3,905,000 37,764 2.38%
ISHARES TR    (CORE MSCI EAFE) IEFA 3,726,000 74,685 2.27%
PACER FDS TR    (TRENDPILOT US BD) 3,619,000 141,885 2.21%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 3,561,000 61,748 2.17%
PACER FDS TR    (TRENDP US LAR CP) 3,295,000 121,998 2.01%
ISHARES TR    (MSCI MIN VOL ETF) USMV 3,067,000 56,787 1.87%
ISHARES TR    (NATIONAL MUN ETF) MUB 2,720,000 24,062 1.66%
ISHARES TR    (CORE S&P US GWT) IWZ 2,610,000 45,719 1.59%
ISHARES TR    (USA QUALITY FCTR) QUAL 2,566,000 31,662 1.56%
ISHARES TR    (ESG MSCI USA ETF) 2,358,000 41,019 1.44%
KRANESHARES TR    (KYA DYNMC INC) 2,357,000 112,754 1.44%
ISHARES TR    (CORE 1 5 YR USD) ISTB 2,267,000 44,900 1.38%
ISHARES TR    (CORE S&P TTL STK) ISI 2,140,000 37,405 1.30%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 1,955,000 22,900 1.19%
ISHARES TR    (USA MOMENTUM FCT) 1,702,000 15,985 1.04%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 1,565,000 19,226 0.95%
APPLE INC    (COM) AAPL 1,507,000 5,924 0.92%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 1,459,000 17,361 0.89%
ISHARES INC    (ESG MSCI EM ETF) 1,439,000 52,567 0.88%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 1,248,000 25,735 0.76%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 1,183,000 13,318 0.72%
MICROSOFT CORP    (COM) MSFT 1,168,000 7,405 0.71%
AMAZON COM INC    (COM) AMZN 1,164,000 597 0.71%
ISHARES TR    (GLOBAL TECH ETF) IXN 1,145,000 6,281 0.70%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 1,122,000 9,234 0.68%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,102,000 27,233 0.67%
TRUIST FINL CORP    (COM) 1,046,000 33,916 0.63%
ISHARES TR    (INTRM TR CRP ETF) CIU 1,040,000 18,946 0.63%
PEPSICO INC    (COM) PEP 1,007,000 8,388 0.61%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 989,000 12,300 0.60%
CSX CORP    (COM) CSX 982,000 17,131 0.60%
COCA COLA CO    (COM) KO 982,000 22,184 0.60%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 955,000 3,703 0.58%
ISHARES TR    (S&P 500 GRWT ETF) IVW 903,000 5,469 0.55%
PROSHARES TR    (SHORT S&P 500 NE) 888,000 32,100 0.54%
ADVISORSHARES TR    (ADVISORSHS ETF) AADR 830,000 20,564 0.50%
ISHARES TR    (0-5YR HI YL CP) SHYG 802,000 19,623 0.49%
PROSHARES TR    (PSHS SHORT DOW30) 790,000 13,500 0.48%
PROCTER & GAMBLE CO    (COM) PG 782,000 7,108 0.47%
ISHARES TR    (USA SIZE FACTOR) SIZE 767,000 10,746 0.46%
ISHARES TR    (20 YR TR BD ETF) TLT 765,000 4,635 0.46%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 742,000 5,850 0.45%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 734,000 5,692 0.44%
SYSCO CORP    (COM) SYY 721,000 15,803 0.44%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 716,000 10,143 0.43%
AT&T INC    (COM) T 713,000 24,456 0.43%
ISHARES TR    (MBS ETF) MBB 710,000 6,425 0.43%
MCDONALDS CORP    (COM) MCD 704,000 4,255 0.43%
ISHARES TR    (AGENCY BOND ETF) 702,000 5,824 0.42%
ISHARES TR    (CORE LT USDB ETF) GLJ 698,000 9,793 0.42%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 694,000 3,796 0.42%
KRANESHARES TR    (LRG CAP QTY DIVD) 688,000 32,545 0.42%
S&P GLOBAL INC    (COM) SPGI 634,000 2,588 0.38%
ISHARES TR    (PFD AND INCM SEC) PFF 628,000 19,718 0.38%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 628,000 15,306 0.38%
WALMART INC    (COM) WMT 624,000 5,496 0.38%
ISHARES TR    (CORE S&P SCP ETF) IJR 604,000 10,756 0.36%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 601,000 11,359 0.36%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 590,000 4,772 0.36%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 584,000 10,724 0.35%
DUKE ENERGY CORP NEW    (COM NEW) DUK 575,000 7,110 0.35%
ISHARES TR    (RUS 1000 GRW ETF) IWF 542,000 3,601 0.33%
KRANESHARES TR    (SML CAP QTY DIVD) 518,000 25,087 0.31%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 504,000 11,644 0.30%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 500,000 9,031 0.30%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 494,000 3,150 0.30%
ABBVIE INC    (COM) ABBV 488,000 6,404 0.29%
TIVITY HEALTH INC    (COM) 477,000 75,810 0.29%
ISHARES TR    (CORE S&P MCP ETF) IJH 466,000 3,240 0.28%
ISHARES TR    (FLTG RATE NT ETF) FLOT 462,000 9,488 0.28%
KIMBERLY CLARK CORP    (COM) KMB 458,000 3,581 0.28%
SPDR SER TR    (PORTFOLIO S&P500) ELR 454,000 15,012 0.27%
ISHARES TR    (MSCI EAFE ETF) EFA 454,000 8,500 0.27%
SPDR GOLD TRUST    (GOLD SHS) GLD 450,000 3,039 0.27%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 430,000 5,441 0.26%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 429,000 6,131 0.26%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 410,000 1,730 0.25%
ISHARES TR    (SHRT NAT MUN ETF) 405,000 3,813 0.24%
JOHNSON & JOHNSON    (COM) JNJ 400,000 3,049 0.24%
PROSHARES TR    (ULTRASHRT S&P500) 388,000 12,737 0.23%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000IDX) VONE 380,000 3,239 0.23%
ISHARES TR    (IBOXX INV CP ETF) LQD 380,000 3,076 0.23%
ISHARES TR    (JPMORGAN USD EMG) EMB 379,000 3,921 0.23%
ALPHABET INC    (CAP STK CL A) GOOGL 378,000 325 0.23%
TARGET CORP    (COM) TGT 378,000 4,061 0.23%
QUALCOMM INC    (COM) QCOM 372,000 5,500 0.22%
ISHARES TR    (CORE TOTAL USD) IUSB 363,000 6,910 0.22%
INVESCO EXCHANGE-TRADED FD T    (PFD ETF) 363,000 27,558 0.22%
MEDTRONIC PLC    (SHS) MDT 353,000 3,916 0.21%
VANGUARD INTL EQUITY INDEX F    (FTSE PACIFIC ETF) VPL 347,000 6,286 0.21%
PACER FDS TR    (TRENDP 100 ETF) 344,000 9,872 0.21%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 341,000 5,770 0.20%
AIR PRODS & CHEMS INC    (COM) APD 340,000 1,704 0.20%
ISHARES TR    (CR 5 10 YR ETF) 337,000 6,578 0.20%
ISHARES TR    (MSCI ACWI ETF) ACWI 336,000 5,368 0.20%
CINTAS CORP    (COM) CTAS 336,000 1,942 0.20%
INTEL CORP    (COM) INTC 335,000 6,181 0.20%
SHERWIN WILLIAMS CO    (COM) SHW 333,000 724 0.20%
VANGUARD INDEX FDS    (VALUE ETF) VTV 332,000 3,732 0.20%
BOEING CO    (COM) BA 330,000 2,215 0.20%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 328,000 3,676 0.20%
BROWN FORMAN CORP    (CL B) BF/B 324,000 5,831 0.19%
PRICE T ROWE GROUP INC    (COM) TROW 323,000 3,310 0.19%
ILLINOIS TOOL WKS INC    (COM) ITW 316,000 2,224 0.19%
MERCK & CO. INC    (COM) MRK 316,000 4,110 0.19%
GENERAL ELECTRIC CO    (COM) GE 309,000 38,952 0.18%
EXXON MOBIL CORP    (COM) XOM 308,000 8,100 0.18%
JPMORGAN CHASE & CO    (COM) JPM 307,000 3,409 0.18%
VERIZON COMMUNICATIONS INC    (COM) VZ 303,000 5,645 0.18%
CISCO SYS INC    (COM) CSCO 302,000 7,678 0.18%
ROPER TECHNOLOGIES INC    (COM) ROP 299,000 959 0.18%
YUM BRANDS INC    (COM) YUM 292,000 4,256 0.17%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 287,000 2,842 0.17%
NIKE INC    (CL B) NKE 281,000 3,397 0.17%
DOVER CORP    (COM) DOV 279,000 3,328 0.17%
ISHARES TR    (IBOXX HI YD ETF) HYG 275,000 3,569 0.16%
ALPHABET INC    (CAP STK CL C) GOOG 273,000 235 0.16%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 265,000 7,428 0.16%
INVESCO QQQ TR    (UNIT SER 1) 264,000 1,388 0.16%
MCCORMICK & CO INC    (COM NON VTG) MKC 257,000 1,823 0.15%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 256,000 4,711 0.15%
NUVEEN AMT FREE QLTY MUN INC    (COM) NEA 248,000 18,337 0.15%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 248,000 2,239 0.15%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 246,000 3,921 0.15%
LINDE PLC    (SHS) 244,000 1,379 0.14%
ISHARES TR    (S&P 500 VAL ETF) IVE 244,000 2,536 0.14%
NVIDIA CORP    (COM) NVDA 244,000 927 0.14%
ISHARES TR    (RUS 1000 VAL ETF) IWD 239,000 2,413 0.14%
ATMOS ENERGY CORP    (COM) ATO 239,000 2,406 0.14%
UNITEDHEALTH GROUP INC    (COM) UNH 234,000 937 0.14%
SPDR SER TR    (NUVEEN BRC MUNIC) 232,000 4,618 0.14%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 232,000 4,838 0.14%
GLOBAL X FDS    (GLB X SUPERDIV) SDIV 230,000 24,672 0.14%
SALESFORCE COM INC    (COM) CRM 228,000 1,585 0.13%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 224,000 2,577 0.13%
CINCINNATI FINL CORP    (COM) CINF 223,000 2,958 0.13%
CHUBB LIMITED    (COM) CB 216,000 1,934 0.13%
ISHARES TR    (SH TR CRPORT ETF) CSJ 213,000 4,072 0.13%
FACEBOOK INC    (CL A) FB 213,000 1,274 0.13%
ROSS STORES INC    (COM) ROST 212,000 2,434 0.12%
DOMINION ENERGY INC    (COM) D 210,000 2,908 0.12%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 207,000 6,185 0.12%
NEXTERA ENERGY INC    (COM) NEE 205,000 852 0.12%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 205,000 1,775 0.12%
ISHARES TR    (MSCI EMG MKT ETF) EEM 201,000 5,891 0.12%
HOME DEPOT INC    (COM) HD 200,000 1,071 0.12%
VANECK VECTORS ETF TR    (AMT FREE SHORT M) 200,000 11,494 0.12%
VANGUARD INDEX FDS    (MID CAP ETF) VO 198,000 1,506 0.12%
ISHARES TR    (CRE U S REIT ETF) FTY 195,000 4,981 0.11%
SPDR SER TR    (NUVEEN BLMBRG SR) 190,000 3,875 0.11%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 185,000 11,252 0.11%
SPDR SER TR    (PRTFLO S&P500 HI) 178,000 7,216 0.10%
ISHARES TR    (1 3 YR TREAS BD) SHY 167,000 1,932 0.10%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 147,000 5,704 0.08%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRT 5 ETF) FV 146,000 5,681 0.08%
GLOBAL X FDS    (GLBX SUPRINC ETF) SPFF 142,000 14,791 0.08%
ANNALY CAPITAL MANAGEMENT IN    (COM) NLY 136,000 26,743 0.08%
ISHARES TR    (RUSSELL 2000 ETF) IWM 136,000 1,189 0.08%
NUSHARES ETF TR    (NUVEEN ESG US) 132,000 4,976 0.08%
PROSHARES TR    (SHORT QQQ NEW) PSQ 127,000 5,000 0.07%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRIGHT) 126,000 5,629 0.07%
ISHARES INC    (MSCI JPN ETF NEW) 114,000 2,316 0.06%
PACER FDS TR    (TRENDP US MID CP) 113,000 3,996 0.06%
ISHARES TR    (CORE HIGH DV ETF) HDV 106,000 1,486 0.06%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 103,000 2,013 0.06%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 94,000 4,502 0.05%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 81,000 985 0.04%
SPDR SER TR    (SSGA US LRG ETF) LGLV 79,000 874 0.04%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 76,000 2,226 0.04%
VANGUARD SCOTTSDALE FDS    (VNG RUS2000IDX) VTWO 75,000 816 0.04%
PACER FDS TR    (TRENDPILOT INTL) 74,000 3,177 0.04%
SPDR SER TR    (PORTFOLIO S&P400) EMM 74,000 2,936 0.04%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 73,000 820 0.04%
SPDR SER TR    (PORTFOLIO S&P600) TWOK 68,000 3,093 0.04%
NUSHARES ETF TR    (NUVEEN ESG LRGCP) 65,000 1,858 0.03%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 64,000 1,029 0.03%
ISHARES TR    (RUS MDCP VAL ETF) IWS 62,000 962 0.03%
ISHARES TR    (MODERT ALLOC ETF) 59,000 1,617 0.03%
ISHARES TR    (MSCI AC ASIA ETF) 57,000 949 0.03%
VANGUARD SCOTTSDALE FDS    (LG-TERM COR BD) VCLT 56,000 576 0.03%
NUSHARES ETF TR    (NUVEEN ESG LRGVL) 51,000 2,071 0.03%
VANECK VECTORS ETF TR    (AMT FREE LONG MU) 50,000 2,443 0.03%
INVESCO EXCHANGE-TRADED FD T    (KBW HIG DV YLD) 48,000 4,410 0.02%
ISHARES TR    (3 7 YR TREAS BD) IEI 44,000 333 0.02%
SPDR SER TR    (PORTFOLIO LN TSR) TLO 42,000 893 0.02%
SPDR SER TR    (PORTFOLIO SHORT) SCPB 38,000 1,265 0.02%
INVESCO EXCHANGE TRADED FD T    (DWA MOMENTUM) 38,000 700 0.02%
ATHERSYS INC NEW    (COM) ATHX 37,000 12,250 0.02%
ISHARES TR    (CORE MSCI EURO) IEUR 37,000 999 0.02%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 37,000 786 0.02%
FIRST TR EXCHANGE-TRADED FD    (NASD TECH DIV) TDIV 35,000 993 0.02%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL UTL) 35,000 395 0.02%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 163,447,000 SEC FILING
* Portfolios do not reflect changes after reporting
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