Avoid Fraud, Get The Facts, And Find The Best
Legal Name: EMERALD INVESTMENT PARTNERS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 12, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR CORE DIV GRWTH (46434V621)
|
220,963 |
$8,441k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
61,264 |
$3,762k |
|
AADR (00768Y206)
|
57,816 |
$2,876k |
|
INVESCO EXCHANGETRAD (46137V357)
|
23,108 |
$2,491k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
40,407 |
$2,079k |
|
ISHARES TR (464289479)
|
28,279 |
$1,866k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
23,185 |
$1,815k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
9,268 |
$1,800k |
|
ISHARES TR (46429B267)
|
61,214 |
$1,580k |
|
BB&T CORPORATION (054937107)
|
25,196 |
$1,238k |
|
Ishares Core 1-5 Year Usd Bond Etf (46432F859)
|
24,143 |
$1,218k |
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
10,444 |
$1,149k |
|
COCA-COLA CO (191216100)
|
21,220 |
$1,081k |
|
Apple Inc (037833100)
|
5,212 |
$1,032k |
|
ISHARES TR (46429B697)
|
16,519 |
$1,020k |
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
6,761 |
$972k |
|
ISHARES TR (46434V613)
|
17,964 |
$928k |
|
Berkshire Hathaway, Inc. (084670702)
|
3,991 |
$851k |
|
Boeing Co/The (097023105)
|
2,213 |
$805k |
|
ISHARES TR (46435G417)
|
15,584 |
$784k |
|
ISHARES (464287465)
|
11,507 |
$756k |
|
ISHARES TR (464288166)
|
6,239 |
$719k |
|
ABBOTT LABS (002824100)
|
7,772 |
$654k |
|
ISHARES TR (46432F396)
|
5,172 |
$613k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
3,846 |
$605k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
3,366 |
$603k |
|
Amazon.com Inc (023135106)
|
303 |
$574k |
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
9,025 |
$542k |
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
36,936 |
$540k |
|
CINTAS CORP (172908105)
|
2,223 |
$527k |
|
ANNALY CAP MGMT INC (035710409)
|
57,243 |
$523k |
|
DUKE ENERGY CORP (26441C204)
|
5,912 |
$522k |
|
AFLAC INC (001055102)
|
9,429 |
$517k |
|
GLOBAL X FDS (37950E549)
|
29,190 |
$502k |
|
ISHARES FLT (46429B655)
|
9,741 |
$496k |
|
Exxon Mobil Corp (30231G102)
|
6,425 |
$492k |
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
4,324 |
$490k |
|
ECOLAB INC (278865100)
|
2,479 |
$489k |
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
5,522 |
$481k |
|
CINCINNATI FINL CORP (172062101)
|
4,625 |
$479k |
|
ADP (053015103)
|
2,865 |
$474k |
|
DOVER CORP (260003108)
|
4,351 |
$436k |
|
AIR PRODS & CHEMS INC (009158106)
|
1,924 |
$436k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
3,175 |
$404k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
3,432 |
$400k |
|
GENERAL ELECTRIC CO (369604103)
|
36,032 |
$378k |
|
iShares Short Term Nat'l Muni (464288158)
|
3,546 |
$378k |
|
CLOROX CO (189054109)
|
2,288 |
$350k |
|
CISCO SYSTEMS INC (17275R102)
|
6,181 |
$338k |
|
BECTON DICKINSON (075887109)
|
1,226 |
$309k |
|
FIRST TR EXCHANGE TRADED FD (33738R605)
|
10,125 |
$308k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
5,500 |
$303k |
|
INTL BUSINESS MCHN (459200101)
|
2,181 |
$301k |
|
CONSOLDTD EDISON INC (209115104)
|
3,370 |
$295k |
|
ISHARES (464287234)
|
6,604 |
$283k |
|
FEDERAL RLTY INVT TR (313747206)
|
2,113 |
$272k |
|
AT&T INC (00206R102)
|
8,014 |
$269k |
|
Bank of America Corp. (060505104)
|
9,111 |
$264k |
|
INVESCO EXCHNG TRADED FD TR KBW (46138E610)
|
11,875 |
$255k |
|
EXCHANGE TRADED CONCEPTS TR (301505301)
|
14,065 |
$252k |
|
GLOBAL X FDS GLBX SUPRINC (37950E333)
|
21,610 |
$251k |
|
HORMEL FOODS CORP (440452100)
|
6,047 |
$245k |
|
ISHARES (464288646)
|
4,214 |
$225k |
|
FIRST TR EXCHANGE TRADED FD DORSEY (33738R878)
|
8,087 |
$217k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,160 |
$217k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,301 |
$202k |
|
DEVON ENERGY CORP (25179M103)
|
7,000 |
$200k |
|
GRAINGER W W INC (384802104)
|
744 |
$200k |
|
Alphabet Inc (02079K107)
|
176 |
$190k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
1,870 |
$177k |
|
FIRST TR EXCNGE TRD ALPHADEX (33737M102)
|
3,540 |
$160k |
|
FIRST TR EXCNGE TRD ALPHADEX (33737M300)
|
3,246 |
$151k |
|
ALPHABET INC (02079K305)
|
134 |
$145k |
|
ISHARES INC (46434G822)
|
2,607 |
$142k |
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
1,884 |
$137k |
|
INVESCO EXCHANGE TRADED FD T (46137V837)
|
1,967 |
$119k |
|
ISHARES TR (464288125)
|
1,455 |
$116k |
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
824 |
$104k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
962 |
$86k |
|
ISHARES INC (464286533)
|
1,143 |
$67k |
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
500 |
$66k |
|
ISHARES TR (464288182)
|
949 |
$66k |
|
ISHARES TR (464289875)
|
1,617 |
$63k |
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
1,019 |
$53k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
291 |
$41k |
|
ISHARES TR (464287457)
|
448 |
$38k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
134 |
$30k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
129 |
$26k |
|
ISHARES TR (464287176)
|
221 |
$26k |
|
First Tr Exchange Traded Fd Wt (33733B100)
|
400 |
$22k |
|
iShares Long-Term Corporate Bond (ETF) (464289511)
|
341 |
$22k |
|
INVESCO EXCHNG TRADED FD TR (46138E875)
|
650 |
$18k |
|
ISHARES (464288273)
|
291 |
$17k |
|
INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETF (46137V225)
|
225 |
$15k |
|
ISHARES (464288448)
|
432 |
$13k |
|
ISHARES TR (46435G672)
|
224 |
$12k |
|
ISHARES TR (46432F339)
|
91 |
$8k |
|
INVESCO ETF TR (46137V142)
|
192 |
$7k |
|
INVESCO EXCHNG TRADED FD TR (46138E867)
|
400 |
$7k |
|
ISHARES RUS (464287689)
|
39 |
$7k |
|
FIRST TR EXCHANGE TRADED FD (33734X127)
|
508 |
$6k |
|
ISHARES INC (464286400)
|
114 |
$5k |
|
ISHARES TR (464289859)
|
98 |
$5k |
|
ISHARES TR (464287861)
|
103 |
$5k |
|
ISHARES (464287630)
|
35 |
$4k |
|
ISHARES (464287556)
|
25 |
$3k |
|
HALCON RES CORP (40537Q605)
|
13,750 |
$2k |
|
FIRST TR EXCHANGE TRADED FD (33734X200)
|
18 |
$0k |
|
INVESCO EXCHNG TRADED FD TR (46138G607)
|
24 |
$0k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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