EMFO, LLC
Adviser information for EMFO, LLC last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 274 | $501.7M |
| Non-Discretionary | 0 | $0 |
| Total | 274 | $501.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 37 | $8.9M |
| HNW Individuals | 36 | $195.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $371,965 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $297.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)FAMILY OFFICE SERVICES |
|---|---|
| Compensation | Fixed feesFAMILY OFFICE SERVICES: FLAT FEES/PROJECT FEES/A LA CARTE |
Principal Office
2700 SOUTH COMMERCE PARKWAYSUITE 100
WESTON
FL
United States
Monday - Friday, 8:30-5PM
Tel: 954-385-9624, Fax: 954-828-0523
Websites
Chief Compliance Officer
MELISSA J. BUDELMAN
MANAGING PARTNER/CCO
2700 SOUTH COMMERCE PARKWAY
SUITE 100
WESTON
FL
United States
Tel:
954-385-9624
Fax:
954-828-0523
M********@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RUNNING REBEL CONSULTING, LLC | Domestic Entity | – | MANAGING MEMBER | 07/2017 | 50-75% |
| DDIAWA CONSULTING. LLC | Domestic Entity | – | MANAGING MEMBER | 07/2017 | 25-50% |
| CWRS LLC | Domestic Entity | – | MANAGING MEMBER | 07/2017 | 10-25% |
| HUNTER, SCOT, LAURENCE | Individual | – | CO-FOUNDER AND CHIEF STRATEGIC OFFICER | 07/2017 | < 5% |
| BUDELMAN, ALLAN, MICHAEL | Individual | – | CO-FOUNDER AND CHIEF EXECUTIVE OFFICER | 07/2017 | < 5% |
| BUDELMAN, MELISSA, JO | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2017 | < 5% |
| SCOT L. HUNTER REVOCABLE TRUST | Domestic Entity | RUNNING REBEL CONSULTING, LLC | MANAGER MEMBER | 07/2010 | > 75% |
| HUNTER, SCOT, LAURENCE | Individual | SCOT L. HUNTER REVOCABLE TRUST | TRUSTEE | 07/2010 | > 75% |
| BUDELMAN, ALLAN, MICHAEL | Individual | DDIAWA CONSULTING. LLC | MANAGING MEMBER-SOLE SHAREHOLDER | 07/2010 | > 75% |
| BUDELMAN, MELISSA, JO | Individual | CWRS LLC | MANAGING MEMBER-SOLE SHAREHOLDER | 09/2016 | > 75% |
| STOLI ADVISORY | Domestic Entity | – | MANAGING MEMBER | 12/2019 | 5-10% |
| STOLOFF, KEITH, DAVID | Individual | STOLI ADVISORY | MANAGING MEMBER | 12/2019 | > 75% |
| STOLOFF, KEITH, DAVID | Individual | – | SENIOR CLIENT ADVISER AND PARTNER | 12/2019 | < 5% |
| SMITH GLOBAL HOLDINGS | Domestic Entity | – | MANAGING MEMBER | 06/2022 | 5-10% |
| SMITH, COLM, FRANCIS | Individual | – | PARTNER HEAD OF RESEARCH | 06/2022 | 5-10% |
| SMITH, COLM, FRANCIS | Individual | SMITH GLOBAL HOLDINGS | MANAGING MEMBER | 06/2022 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3-D SYS CORP DEL | COM NEW | 11K | 4K | Emerald Multi-Family Office |
| 3M CO | COM | 153K | 2K | Emerald Multi-Family Office |
| ABBVIE INC | COM | 314K | 2K | Emerald Multi-Family Office |
| AIR PRODS & CHEMS INC | COM | 59K | 229 | Emerald Multi-Family Office |
| ALBERTSONS COS INC | COMMON STOCK | 10K | 500 | Emerald Multi-Family Office |
| ALPHABET INC | CAP STK CL A | 594K | 3K | Emerald Multi-Family Office |
| ALPHABET INC | CAP STK CL C | 2M | 9K | Emerald Multi-Family Office |
| ALPS ETF TR | OSHARES US QUALT | 68K | 1K | Emerald Multi-Family Office |
| ALTRIA GROUP INC | COM | 7K | 150 | Emerald Multi-Family Office |
| AMAZON COM INC | COM | 6M | 28K | Emerald Multi-Family Office |
| AMERICAN ELEC PWR CO INC | COM | 63K | 719 | Emerald Multi-Family Office |
| AMERICAN TOWER CORP NEW | COM | 352K | 2K | Emerald Multi-Family Office |
| AMGEN INC | COM | 2M | 7K | Emerald Multi-Family Office |
| AMPLIFY ETF TR | AMPLIFY ALTERNAT | 77K | 23K | Emerald Multi-Family Office |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 320K | 5K | Emerald Multi-Family Office |
| APOLLO GLOBAL MGMT INC | COM | 24K | 205 | Emerald Multi-Family Office |
| APPLE INC | COM | 9M | 43K | Emerald Multi-Family Office |
| APPLIED MATLS INC | COM | 92K | 390 | Emerald Multi-Family Office |
| ARCH CAP GROUP LTD | ORD | 211K | 2K | Emerald Multi-Family Office and Marshfield |
| ARCHER DANIELS MIDLAND CO | COM | 42K | 700 | Emerald Multi-Family Office |
| ARES CAPITAL CORP | COM | 9M | 418K | Emerald Multi-Family Office |
| ARK ETF TR | INNOVATION ETF | 16K | 364 | Emerald Multi-Family Office |
| ARK ETF TR | ISRAEL INOVATE | 8K | 400 | Emerald Multi-Family Office |
| ASANA INC | CL A | 70K | 5K | Emerald Multi-Family Office |
| ASTRAZENECA PLC | SPONSORED ADR | 47K | 600 | Emerald Multi-Family Office |
| AT&T INC | COM | 26K | 1K | Emerald Multi-Family Office |
| AURORA MOBILE LTD | SPON ADS | 1K | 350 | Emerald Multi-Family Office |
| AVENUE THERAPEUTICS INC | COM NEW | 28 | 8 | Emerald Multi-Family Office |
| BANK NOVA SCOTIA HALIFAX | COM | 215K | 5K | Emerald Multi-Family Office |
| BARINGS GLOBAL SHORT DURATIO | COM | 106K | 7K | Emerald Multi-Family Office |
| BECTON DICKINSON & CO | COM | 20K | 84 | Emerald Multi-Family Office |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 79K | 193 | Emerald Multi-Family Office |
| BEST BUY INC | COM | 5K | 59 | Emerald Multi-Family Office |
| BHP GROUP LTD | SPONSORED ADS | 532K | 9K | Emerald Multi-Family Office |
| BLACKROCK INC | COM | 433K | 550 | Emerald Multi-Family Office |
| BLACKSTONE INC | COM | 252K | 2K | Emerald Multi-Family Office |
| BOEING CO | COM | 455K | 3K | Emerald Multi-Family Office |
| BOX INC | CL A | 556 | 21 | Emerald Multi-Family Office |
| BROADCOM INC | COM | 941K | 586 | Emerald Multi-Family Office |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 3K | 75 | Emerald Multi-Family Office |
| BROOKFIELD CORP | CL A LTD VT SH | 12K | 300 | Emerald Multi-Family Office |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 109K | 4K | Emerald Multi-Family Office |
| BROOKFIELD REINS LTD | CL A EXCH LT VTG | 84 | 2 | Emerald Multi-Family Office |
| BUMBLE INC | COM CL A | 789 | 75 | Emerald Multi-Family Office |
| CANADIAN IMPERIAL BK COMM TO | COM | 114K | 2K | Emerald Multi-Family Office |
| CANADIAN PACIFIC KANSAS CITY | COM | 14K | 178 | Emerald Multi-Family Office |
| CARLYLE GROUP INC | COM | 631K | 16K | Emerald Multi-Family Office |
| CELULARITY INC | *W EXP 07/16/202 | 760 | 50K | Emerald Multi-Family Office |
| CHECKPOINT THERAPEUTICS INC | COM NEW | 34K | 16K | Emerald Multi-Family Office |
| CHEVRON CORP NEW | COM | 1M | 9K | Emerald Multi-Family Office |
| CHICAGO ATLANTIC REAL ESTATE | COM | 4M | 285K | Emerald Multi-Family Office |
| CHIPOTLE MEXICAN GRILL INC | COM | 135K | 2K | Emerald Multi-Family Office |
| CHUBB LIMITED | COM | 32K | 125 | Emerald Multi-Family Office |
| CISCO SYS INC | COM | 1M | 23K | Emerald Multi-Family Office |
| CITIGROUP INC | COM NEW | 349K | 6K | Emerald Multi-Family Office |
| CME GROUP INC | COM | 24K | 122 | Emerald Multi-Family Office |
| COCA COLA CO | COM | 1M | 17K | Emerald Multi-Family Office |
| COINBASE GLOBAL INC | COM CL A | 169K | 760 | Emerald Multi-Family Office |
| COMCAST CORP NEW | CL A | 33K | 840 | Emerald Multi-Family Office |
| CONOCOPHILLIPS | COM | 9K | 75 | Emerald Multi-Family Office |
| CONSOLIDATED EDISON INC | COM | 22K | 250 | Emerald Multi-Family Office |
| CONSTELLATION ENERGY CORP | COM | 11K | 55 | Emerald Multi-Family Office |
| CORNING INC | COM | 43K | 1K | Emerald Multi-Family Office |
| CRESCENT ENERGY COMPANY | CL A COM | 305K | 26K | Emerald Multi-Family Office |
| CUBESMART | COM | 403K | 9K | Emerald Multi-Family Office |
| CUMMINS INC | COM | 105K | 380 | Emerald Multi-Family Office and Marshfield |
| CVS HEALTH CORP | COM | 18K | 310 | Emerald Multi-Family Office |
| CYBIN INC | COM | 7K | 24K | Emerald Multi-Family Office |
| DBX ETF TR | XTRACK MSCI EURP | 70K | 2K | Emerald Multi-Family Office |
| DEXCOM INC | COM | 16K | 140 | Emerald Multi-Family Office |
| DIGITAL RLTY TR INC | COM | 62K | 408 | Emerald Multi-Family Office |
| DISNEY WALT CO | COM | 53K | 531 | Emerald Multi-Family Office |
| DISNEY WALT CO | COM | 210K | 2K | Emerald Multi-Family Office and Marshfield |
| DOMINOS PIZZA INC | COM | 437K | 847 | Emerald Multi-Family Office and Marshfield |
| DOW INC | COM | 2M | 33K | Emerald Multi-Family Office |
| DSS INC | COM NEW | 258 | 150 | Emerald Multi-Family Office |
| DUKE ENERGY CORP NEW | COM NEW | 59K | 584 | Emerald Multi-Family Office |
| EAGLE MATLS INC | COM | 239K | 1K | Emerald Multi-Family Office |
| EATON CORP PLC | SHS | 144K | 458 | Emerald Multi-Family Office |
| ELEVANCE HEALTH INC | COM | 38K | 70 | Emerald Multi-Family Office |
| ELI LILLY & CO | COM | 226K | 250 | Emerald Multi-Family Office |
| EMBECTA CORP | COMMON STOCK | 200 | 16 | Emerald Multi-Family Office |
| ENHABIT INC | COM | 892 | 100 | Emerald Multi-Family Office |
| ENOVIX CORPORATION | COM | 93K | 6K | Emerald Multi-Family Office |
| ENTERPRISE PRODS PARTNERS L | COM | 194K | 7K | Emerald Multi-Family Office |
| EQUINIX INC | COM | 9K | 12 | Emerald Multi-Family Office |
| ETFS GOLD TR | PHYSCL GOLD SHS | 11K | 500 | Emerald Multi-Family Office |
| EVERSOURCE ENERGY | COM | 59K | 1K | Emerald Multi-Family Office |
| EXPEDITORS INTL WASH INC | COM | 180K | 1K | Emerald Multi-Family Office and Marshfield |
| EXXON MOBIL CORP | COM | 117K | 1K | Emerald Multi-Family Office |
| FERRARI N V | COM | 33K | 80 | Emerald Multi-Family Office |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 25K | 246 | Emerald Multi-Family Office |
| FIRST TR MORNINGSTAR DIVID L | SHS | 154K | 4K | Emerald Multi-Family Office |
| FISERV INC | COM | 5K | 33 | Emerald Multi-Family Office |
| FLOWERS FOODS INC | COM | 16K | 700 | Emerald Multi-Family Office |
| FLUENCE ENERGY INC | COM CL A | 867 | 50 | Emerald Multi-Family Office |
| FRESHWORKS INC | CLASS A COM | 4K | 307 | Emerald Multi-Family Office |
| FRONTLINE PLC | COM | 185K | 7K | Emerald Multi-Family Office |
| GE AEROSPACE | COM NEW | 252K | 2K | Emerald Multi-Family Office |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 3K | 43 | Emerald Multi-Family Office |
| GE VERNOVA INC | COM | 5K | 32 | Emerald Multi-Family Office |
| GENERAL DYNAMICS CORP | COM | 6K | 20 | Emerald Multi-Family Office |
| GLOBAL X FDS | GLOBAL X URANIUM | 5K | 173 | Emerald Multi-Family Office |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | 185K | 3K | Emerald Multi-Family Office |
| GOLDMAN SACHS GROUP INC | COM | 2M | 5K | Emerald Multi-Family Office |
| GOODRX HLDGS INC | COM CL A | 8K | 1K | Emerald Multi-Family Office |
| GSK PLC | SPONSORED ADR | 17K | 449 | Emerald Multi-Family Office |
| HALEON PLC | SPON ADS | 826 | 100 | Emerald Multi-Family Office |
| HCA HEALTHCARE INC | COM | 58K | 181 | Emerald Multi-Family Office |
| HERZFELD CARIBBEAN BASIN FD | COM | 51K | 22K | Emerald Multi-Family Office |
| HOME DEPOT INC | COM | 2M | 5K | Emerald Multi-Family Office |
| HUBBELL INC | COM | 548K | 2K | Emerald Multi-Family Office |
| HUBSPOT INC | COM | 590 | 1 | Emerald Multi-Family Office |
| ICAHN ENTERPRISES LP | DEPOSITARY UNIT | 178K | 11K | Emerald Multi-Family Office |
| IMMUNOME INC | COM | 143K | 12K | Emerald Multi-Family Office |
| INTEL CORP | COM | 12K | 400 | Emerald Multi-Family Office |
| INTELLIA THERAPEUTICS INC | COM | 9K | 390 | Emerald Multi-Family Office |
| INTERNATIONAL BUSINESS MACHS | COM | 2M | 10K | Emerald Multi-Family Office |
| INTUITIVE SURGICAL INC | COM NEW | 15K | 34 | Emerald Multi-Family Office |
| INVENTRUST PPTYS CORP | COM NEW | 25K | 1K | Emerald Multi-Family Office |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 12K | 833 | Emerald Multi-Family Office |
| INVESCO EXCH TRADED FD TR II | S&P INTL LOW | 100K | 4K | Emerald Multi-Family Office |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL DIS | 3K | 55 | Emerald Multi-Family Office |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 84K | 510 | Emerald Multi-Family Office |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 67K | 2K | Emerald Multi-Family Office |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 734K | 12K | Emerald Multi-Family Office |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 16K | 242 | Emerald Multi-Family Office |
| INVESCO QQQ TR | UNIT SER 1 | 872K | 2K | Emerald Multi-Family Office |
| IQVIA HLDGS INC | COM | 14K | 65 | Emerald Multi-Family Office |
| ISHARES GOLD TR | ISHARES NEW | 672K | 15K | Emerald Multi-Family Office |
| ISHARES INC | MSCI PAC JP ETF | 38K | 875 | Emerald Multi-Family Office |
| ISHARES TR | CORE MSCI EAFE | 20K | 278 | Emerald Multi-Family Office |
| ISHARES TR | CORE US AGGBD ET | 11K | 114 | Emerald Multi-Family Office |
| ISHARES TR | ISHARES BIOTECH | 462K | 3K | Emerald Multi-Family Office |
| ISHARES TR | MSCI EAFE ETF | 7K | 85 | Emerald Multi-Family Office |
| ISHARES TR | MSCI EMG MKT ETF | 533 | 12 | Emerald Multi-Family Office |
| ISHARES TR | MSCI INDIA ETF | 364K | 7K | Emerald Multi-Family Office |
| ISHARES TR | MSCI USA MIN VOL | 618K | 7K | Emerald Multi-Family Office |
| ISHARES TR | RUS 1000 GRW ETF | 23K | 63 | Emerald Multi-Family Office |
| ISHARES TR | RUS 1000 VAL ETF | 23K | 131 | Emerald Multi-Family Office |
| ISHARES TR | RUS MD CP GR ETF | 330K | 3K | Emerald Multi-Family Office |
| ISHARES TR | SELECT DIVID ETF | 284K | 2K | Emerald Multi-Family Office |
| ISHARES TR | U.S. MED DVC ETF | 33K | 590 | Emerald Multi-Family Office |
| ISHARES TR | US TRSPRTION | 10K | 146 | Emerald Multi-Family Office |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 107K | 2K | Emerald Multi-Family Office |
| JOHNSON & JOHNSON | COM | 284K | 2K | Emerald Multi-Family Office |
| JPMORGAN CHASE & CO. | COM | 3M | 15K | Emerald Multi-Family Office |
| KROGER CO | COM | 12K | 250 | Emerald Multi-Family Office |
| LAUDER ESTEE COS INC | CL A | 5K | 46 | Emerald Multi-Family Office |
| LEAFLY HOLDINGS INC | COM NEW | 1K | 498 | Emerald Multi-Family Office |
| LENDINGTREE INC | NOTE 0.500% 7/1 | 84K | 91K | Emerald Multi-Family Office |
| LOCKHEED MARTIN CORP | COM | 163K | 348 | Emerald Multi-Family Office |
| MANCHESTER UTD PLC NEW | ORD CL A | 50K | 3K | Emerald Multi-Family Office |
| MASTERCARD INCORPORATED | CL A | 2M | 4K | Emerald Multi-Family Office |
| MATTEL INC | COM | 12K | 710 | Emerald Multi-Family Office |
| MCDONALDS CORP | COM | 152K | 595 | Emerald Multi-Family Office |
| MEDTRONIC PLC | SHS | 279K | 4K | Emerald Multi-Family Office |
| MERCK & CO INC | COM | 2M | 16K | Emerald Multi-Family Office |
| META PLATFORMS INC | CL A | 2M | 4K | Emerald Multi-Family Office |
| MICROCHIP TECHNOLOGY INC. | COM | 27K | 290 | Emerald Multi-Family Office |
| MICROSOFT CORP | COM | 2M | 5K | Emerald Multi-Family Office |
| MID-AMER APT CMNTYS INC | COM | 57K | 400 | Emerald Multi-Family Office |
| MIND MEDICINE MINDMED INC | COM NEW | 2K | 300 | Emerald Multi-Family Office |
| MODERNA INC | COM | 12K | 100 | Emerald Multi-Family Office |
| MOOG INC | CL A | 167K | 1K | Emerald Multi-Family Office |
| MORGAN STANLEY | COM NEW | 389K | 4K | Emerald Multi-Family Office |
| MOTOROLA SOLUTIONS INC | COM NEW | 125K | 325 | Emerald Multi-Family Office |
| MP MATERIALS CORP | COM CL A | 52K | 4K | Emerald Multi-Family Office |
| NASDAQ INC | COM | 7K | 114 | Emerald Multi-Family Office |
| NETFLIX INC | COM | 204K | 302 | Emerald Multi-Family Office |
| NEXTDOOR HOLDINGS INC | COM CL A | 333K | 120K | Emerald Multi-Family Office |
| NEXTERA ENERGY INC | COM | 1M | 19K | Emerald Multi-Family Office |
| NIKE INC | CL B | 24K | 319 | Emerald Multi-Family Office |
| NU HLDGS LTD | ORD SHS CL A | 25K | 2K | Emerald Multi-Family Office |
| NUVEEN AMT FREE QLTY MUN INC | COM | 307K | 27K | Emerald Multi-Family Office |
| NVIDIA CORPORATION | COM | 2M | 16K | Emerald Multi-Family Office |
| NVR INC | COM | 326K | 43 | Emerald Multi-Family Office and Marshfield |
| NXP SEMICONDUCTORS N V | COM | 17K | 62 | Emerald Multi-Family Office |
| OCCIDENTAL PETE CORP | COM | 284K | 5K | Emerald Multi-Family Office |
| OLD REP INTL CORP | COM | 167K | 5K | Emerald Multi-Family Office |
| ORACLE CORP | COM | 1M | 11K | Emerald Multi-Family Office |
| ORGANON & CO | COMMON STOCK | 663 | 32 | Emerald Multi-Family Office |
| P3 HEALTH PARTNERS INC | *W EXP 11/19/202 | 25K | 502K | Emerald Multi-Family Office |
| P3 HEALTH PARTNERS INC | COM CL A | 643K | 1M | Emerald Multi-Family Office |
| PACER FDS TR | US CASH COWS 100 | 306K | 6K | Emerald Multi-Family Office |
| PALANTIR TECHNOLOGIES INC | CL A | 235K | 9K | Emerald Multi-Family Office |
| PALO ALTO NETWORKS INC | COM | 51K | 150 | Emerald Multi-Family Office |
| PAYPAL HLDGS INC | COM | 5K | 82 | Emerald Multi-Family Office |
| PEPSICO INC | COM | 127K | 770 | Emerald Multi-Family Office |
| PETROS PHARMACEUTICALS INC | COM NEW | 458 | 1K | Emerald Multi-Family Office |
| PFIZER INC | COM | 49K | 2K | Emerald Multi-Family Office |
| PLUG POWER INC | COM NEW | 170K | 73K | Emerald Multi-Family Office |
| PNC FINL SVCS GROUP INC | COM | 264K | 2K | Emerald Multi-Family Office |
| PRECIGEN INC | COM | 821K | 519K | Emerald Multi-Family Office |
| PROCTER AND GAMBLE CO | COM | 2M | 11K | Emerald Multi-Family Office |
| PROGRESSIVE CORP | COM | 215K | 1K | Emerald Multi-Family Office and Marshfield |
| PROSHARES TR | PET CARE ETF | 13K | 238 | Emerald Multi-Family Office |
| PROSHARES TR | S&P 500 DV ARIST | 508K | 5K | Emerald Multi-Family Office |
| PROSHARES TR | S&P MDCP 400 DIV | 105K | 1K | Emerald Multi-Family Office |
| PRUDENTIAL FINL INC | COM | 182K | 2K | Emerald Multi-Family Office |
| QUALCOMM INC | COM | 100K | 500 | Emerald Multi-Family Office |
| QUEST DIAGNOSTICS INC | COM | 30K | 220 | Emerald Multi-Family Office |
| REGENERON PHARMACEUTICALS | COM | 9K | 9 | Emerald Multi-Family Office |
| REKOR SYSTEMS INC | COM | 57K | 37K | Emerald Multi-Family Office |
| ROBLOX CORP | CL A | 25K | 667 | Emerald Multi-Family Office |
| ROSS STORES INC | COM | 690K | 5K | Emerald Multi-Family Office and Marshfield |
| RTX CORPORATION | COM | 80K | 792 | Emerald Multi-Family Office |
| SABLE OFFSHORE CORP | COM SHS | 371K | 25K | Emerald Multi-Family Office |
| SALESFORCE INC | COM | 30K | 117 | Emerald Multi-Family Office |
| SCHWAB CHARLES CORP | COM | 737K | 10K | Emerald Multi-Family Office |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 19K | 733 | Emerald Multi-Family Office |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 305K | 6K | Emerald Multi-Family Office |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 24K | 306 | Emerald Multi-Family Office |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 14K | 184 | Emerald Multi-Family Office |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 5K | 59 | Emerald Multi-Family Office |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 181K | 2K | Emerald Multi-Family Office |
| SELECT SECTOR SPDR TR | ENERGY | 13K | 139 | Emerald Multi-Family Office |
| SELECT SECTOR SPDR TR | INDL | 30K | 250 | Emerald Multi-Family Office |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 95K | 1K | Emerald Multi-Family Office |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 583K | 4K | Emerald Multi-Family Office |
| SELINA HOSPITALITY PLC | ORDINARY SHARES | 7 | 95 | Emerald Multi-Family Office |
| SEMPRA | COM | 50K | 660 | Emerald Multi-Family Office |
| SKYWORKS SOLUTIONS INC | COM | 890K | 8K | Emerald Multi-Family Office |
| SMUCKER J M CO | COM NEW | 14K | 128 | Emerald Multi-Family Office |
| SNAP INC | CL A | 5K | 320 | Emerald Multi-Family Office |
| SONIM TECHNOLOGIES INC | COM NEW | 100 | 100 | Emerald Multi-Family Office |
| SONOS INC | COM | 9K | 630 | Emerald Multi-Family Office |
| SOUTHERN CO | COM | 16K | 200 | Emerald Multi-Family Office |
| SPDR GOLD TR | GOLD SHS | 2M | 8K | Emerald Multi-Family Office |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 21K | 754 | Emerald Multi-Family Office |
| SPDR S&P 500 ETF TR | TR UNIT | 6M | 10K | Emerald Multi-Family Office |
| SPDR SER TR | S&P 600 SMCP VAL | 7K | 85 | Emerald Multi-Family Office |
| SPDR SER TR | S&P REGL BKG | 59K | 1K | Emerald Multi-Family Office |
| SPRUCE POWER HOLDING CORP | COM NEW | 33K | 9K | Emerald Multi-Family Office |
| STARBUCKS CORP | COM | 19K | 240 | Emerald Multi-Family Office |
| STEM INC | COM | 32K | 29K | Emerald Multi-Family Office |
| STRATEGIC ED INC | COM | 271K | 2K | Emerald Multi-Family Office and Marshfield |
| SYSCO CORP | COM | 226K | 3K | Emerald Multi-Family Office |
| TALKSPACE INC | COM | 110K | 48K | Emerald Multi-Family Office |
| TARGET CORP | COM | 148K | 1K | Emerald Multi-Family Office |
| TESLA INC | COM | 716K | 4K | Emerald Multi-Family Office |
| TEXAS INSTRS INC | COM | 56K | 288 | Emerald Multi-Family Office |
| TG THERAPEUTICS INC | COM | 205K | 12K | Emerald Multi-Family Office |
| THERMO FISHER SCIENTIFIC INC | COM | 2M | 3K | Emerald Multi-Family Office |
| TILRAY BRANDS INC | COM | 95K | 57K | Emerald Multi-Family Office |
| TJX COS INC NEW | COM | 16K | 144 | Emerald Multi-Family Office |
| TJX COS INC NEW | COM | 296K | 3K | Emerald Multi-Family Office and Marshfield |
| TOAST INC | CL A | 19K | 739 | Emerald Multi-Family Office |
| TRANE TECHNOLOGIES PLC | SHS | 26K | 78 | Emerald Multi-Family Office |
| TRUIST FINL CORP | COM | 245K | 6K | Emerald Multi-Family Office |
| UBER TECHNOLOGIES INC | COM | 744K | 10K | Emerald Multi-Family Office |
| UBS GROUP AG | SHS | 89K | 3K | Emerald Multi-Family Office |
| UNION PAC CORP | COM | 112K | 493 | Emerald Multi-Family Office |
| UNITED STS OIL FD LP | UNITS | 19K | 242 | Emerald Multi-Family Office |
| UNITEDHEALTH GROUP INC | COM | 13K | 25 | Emerald Multi-Family Office |
| UNITY SOFTWARE INC | COM | 5K | 316 | Emerald Multi-Family Office |
| VANECK ETF TRUST | GOLD MINERS ETF | 17K | 500 | Emerald Multi-Family Office |
| VANGUARD INDEX FDS | MID CAP ETF | 5K | 22 | Emerald Multi-Family Office |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 8K | 94 | Emerald Multi-Family Office |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 283K | 566 | Emerald Multi-Family Office |
| VANGUARD INDEX FDS | TOTAL STK MKT | 765K | 3K | Emerald Multi-Family Office |
| VANGUARD INDEX FDS | VALUE ETF | 2M | 14K | Emerald Multi-Family Office |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 5K | 79 | Emerald Multi-Family Office |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 959K | 5K | Emerald Multi-Family Office |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 9K | 178 | Emerald Multi-Family Office |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 122K | 1K | Emerald Multi-Family Office |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 47K | 575 | Emerald Multi-Family Office |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 4K | 15 | Emerald Multi-Family Office |
| VANGUARD WORLD FD | MEGA GRWTH IND | 47K | 150 | Emerald Multi-Family Office |
| VERIZON COMMUNICATIONS INC | COM | 2M | 46K | Emerald Multi-Family Office |
| VERTEX PHARMACEUTICALS INC | COM | 63K | 134 | Emerald Multi-Family Office |
| VIATRIS INC | COM | 96 | 9 | Emerald Multi-Family Office |
| VISA INC | COM CL A | 2M | 8K | Emerald Multi-Family Office |
| VISA INC | COM CL A | 71K | 270 | Emerald Multi-Family Office and Marshfield |
| VULCAN MATLS CO | COM | 721K | 3K | Emerald Multi-Family Office |
| WABTEC | COM | 791 | 5 | Emerald Multi-Family Office |
| WALMART INC | COM | 298K | 4K | Emerald Multi-Family Office |
| WARNER BROS DISCOVERY INC | COM SER A | 633 | 85 | Emerald Multi-Family Office |
| WASTE MGMT INC DEL | COM | 8K | 39 | Emerald Multi-Family Office |
| WILLIAMS COS INC | COM | 29K | 675 | Emerald Multi-Family Office |
| XCEL ENERGY INC | COM | 40K | 745 | Emerald Multi-Family Office |
| XENIA HOTELS & RESORTS INC | COM | 18K | 1K | Emerald Multi-Family Office |
| YUM BRANDS INC | COM | 66K | 500 | Emerald Multi-Family Office |
| ZOETIS INC | CL A | 208K | 1K | Emerald Multi-Family Office |
| ZOOMCAR HLDGS INC | COM | 624 | 4K | Emerald Multi-Family Office |