Enclave Advisors LLC Incresed Positions in Q4 2025

Enclave Advisors LLC

  • $706 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
96.4K
+ 3620.58%
$119.13 - $120.38 $11.5M - $11.6M
99.1K $11.8B
IWM
Ishares Russell 2000 ETF

ETFs
43.5K
+ 675.43%
$236.79 - $250.33 $10.3M - $10.9M
50K $12.3B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 36.0%
$242.67 - $261.79 $3.01M - $3.25M
46.8K $11.8B
VO
Vanguard Mid Cap ETF

ETFs
12.3K
+ 11.51%
$286.27 - $296.23 $3.52M - $3.64M
119K $34.6B
JPIE
J P Morgan Exchange Traded Fd
64.5K
+ 7.39%
$46.18 - $46.47 $2.98M - $3M
937K $43.4B
IEFA
Ishares Tr

ETFs
28.2K
+ 22.89%
$86.09 - $89.88 $2.43M - $2.54M
152K $13.6B
IVV
Ishares Core S&P 500 ETF

ETFs
1.76K
+ 2.06%
$656.2 - $690.71 $1.15M - $1.21M
86.9K $59.5B
GOOGL
Alphabet Inc.

Communication Services
3.15K
+ 21.73%
$236.57 - $291.31 $745K - $918K
17.6K $5.52B
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.46K
+ 3.55%
$227.13 - $251.24 $1.01M - $1.12M
130K $31.4B
VEA
Vanguard Ftse Developed Market

ETFs
20.2K
+ 9.92%
$59.18 - $62.09 $1.2M - $1.25M
224K $14B
WMT
Walmart Inc.

Consumer Defensive
65
+ 0.05%
$101.18 - $109.03 $6.58K - $7.09K
140K $15.6B
IDV
Ishares Tr

ETFs
15.9K
+ 12.69%
$35.91 - $38.56 $572K - $614K
141K $5.58B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12K
+ 11.5%
$63.25 - $66.24 $758K - $794K
116K $7.67B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15.6K
+ 43.41%
$52.76 - $53.18 $823K - $830K
51.5K $2.73B
Vanguard Malvern Fds
10.2K
+ 30.26%
N/A
43.9K $3.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
712
+ 3.46%
$600.51 - $631.95 $428K - $450K
21.3K $13.3B
SCHA
Schwab Strategic Tr Us Small C

ETFs
25.3K
+ 91.14%
$27.17 - $28.65 $688K - $726K
53.1K $1.51B
KO
Coca Cola CO

Consumer Defensive
50
+ 0.04%
$66.1 - $71.61 $3.3K - $3.58K
130K $9.12B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.87K
+ 28.43%
$42.26 - $44.28 $375K - $393K
40.1K $1.78B
CAT
Caterpillar Inc

Industrials
608
+ 85.63%
$480.82 - $585.49 $292K - $356K
1.32K $755M
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.3K
+ 40.93%
$28.46 - $29.45 $321K - $333K
38.9K $1.15B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.2K
+ 9.73%
$23.02 - $24.23 $236K - $248K
115K $2.78B
LLY
Eli Lilly & CO

Healthcare
5
+ 0.89%
$799.57 - $1025.28 $4K - $5.13K
566 $609M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.08%
$653.02 - $687.39 $3.27K - $3.44K
6.61K $4.51B
IWR
Ishares Russell Mid Cap ETF

ETFs
930
+ 38.26%
$94.02 - $97.61 $87.4K - $90.8K
3.36K $324M
DHR
Danaher Corp

Healthcare
27
+ 1.02%
$202.46 - $223.01 $5.47K - $6.02K
2.67K $610M
AVGO
Broadcom Inc.

Technology
98
+ 4.42%
$324.63 - $385.98 $31.8K - $37.8K
2.32K $802M
NEE
Nextera Energy Inc

Utilities
112
+ 1.36%
$78.18 - $86.03 $8.76K - $9.64K
8.35K $671M
VGSH
Vanguard

ETFs
725
+ 11.95%
$58.64 - $58.96 $42.5K - $42.7K
6.79K $399M
TJX
Tjx Companies Inc

Consumer Cyclical
133
+ 5.82%
$138.56 - $147.63 $18.4K - $19.6K
2.42K $372M
ACN
Accenture PLC

Technology
16
+ 1.21%
$234.02 - $253.35 $3.74K - $4.05K
1.34K $360M
SYK
Stryker Corp

Healthcare
126
+ 11.95%
$353.81 - $388.35 $44.6K - $48.9K
1.18K $415M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13
+ 0.31%
$74.09 - $75.1 $963 - $976
4.16K $308M
COST
Costco Wholesale Corp

Consumer Defensive
48
+ 4.3%
$910.94 - $954.99 $43.7K - $45.8K
1.16K $1B
HD
Home Depot, Inc.

Consumer Cyclical
143
+ 1.62%
$358.03 - $397.02 $51.2K - $56.8K
8.98K $3.09B
XLE
Energy Sector Spdr

ETFs
60.5K
+ 50.32%
$85.22 - $92.02 $5.15M - $5.56M
181K $8.08B
Activity Summary
Buys All Purchases 53 New Holdings 16 Increased Positions 37 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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