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Emerson Electric shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Emerson Electric (EMR) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Emerson Electric

Tip: Access up to 7 years of quarterly data

All positions including Emerson Electric held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Emerson Electric by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 176 113.74
2023-09-30 $17k 175 96.36
2023-06-30 $16k 174 90.24
2023-03-31 $15k 173 86.95

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Emerson Electric

Vanguard Group
BlackRock
Bank of America Corporation
Wellington Management Company
Geode Capital Management
Wells Fargo & Company
Norges Bank Investment Management
Nordea Investment Management Ab
State Farm Mutual Automobile Insurance Company
Bank of New York Mellon
UBS Group
Stifel Financial
Legal & General Group
Royal Bank of Canada
Jpmorgan Chase & Co

View all funds holding Emerson Electric