Enzi Wealth Incresed Positions in Q4 2024

Enzi Wealth

  • $243 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.9K
+ 4.51%
$40.97 - $42.66 $446K - $464K
252K $10.5M
AAPL
Apple Inc.

Technology
70
+ 0.46%
$221.69 - $259.02 $15.5K - $18.1K
15.5K $3.87M
AMZN
Amazon Com Inc

Consumer Cyclical
79
+ 1.03%
$180.88 - $232.93 $14.3K - $18.4K
7.78K $1.71M
NVDA
Nvidia Corp

Technology
513
+ 3.26%
$117.0 - $148.88 $60K - $76.4K
16.2K $2.18M
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 0.79%
$213.65 - $479.86 $2.99K - $6.72K
1.78K $717K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.77K
+ 2.07%
$55.86 - $60.21 $155K - $167K
137K $7.82M
AVUV
American Centy ETF Tr Avantis

ETFs
2.01K
+ 4.15%
$94.37 - $106.41 $190K - $214K
50.5K $4.87M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
5.17K
+ 2.11%
$48.96 - $52.85 $253K - $273K
250K $12.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.92K
+ 1.27%
$63.58 - $71.15 $122K - $137K
153K $9.94M
IBM
International Business Machines Corp

Technology
414
+ 42.77%
$204.9 - $238.04 $84.8K - $98.5K
1.38K $303K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.09%
$473.15 - $574.01 $473 - $574
1.11K $592K
GOOGL
Alphabet Inc.

Communication Services
65
+ 2.67%
$161.86 - $196.66 $10.5K - $12.8K
2.5K $473K
NFLX
Netflix Inc

Communication Services
11
+ 3.44%
$687.65 - $936.56 $7.56K - $10.3K
331 $295K
JPM
Jpmorgan Chase & CO

Financial Services
67
+ 5.42%
$205.18 - $250.29 $13.7K - $16.8K
1.3K $312K
SPY
Spdr S&P 500 ETF Trust

ETFs
70
+ 8.58%
$567.81 - $607.81 $39.7K - $42.5K
886 $519K
SCHW
Schwab Charles Corp

Financial Services
39
+ 0.78%
$63.31 - $82.85 $2.47K - $3.23K
5.04K $372K
V
Visa Inc.

Financial Services
24
+ 3.26%
$273.87 - $320.91 $6.57K - $7.7K
761 $240K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.19%
$873.59 - $994.69 $1.75K - $1.99K
1.05K $959K
META
Meta Platforms, Inc.

Communication Services
20
+ 1.86%
$554.08 - $632.68 $11.1K - $12.7K
1.1K $647K
MO
Altria Group, Inc.

Consumer Defensive
284
+ 3.08%
$49.06 - $57.74 $13.9K - $16.4K
9.49K $496K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.64K
+ 1.64%
$113.92 - $127.38 $301K - $336K
164K $18.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.12K
+ 3.01%
$88.59 - $94.57 $365K - $390K
141K $12.5M
PM
Philip Morris International Inc.

Consumer Defensive
127
+ 7.44%
$118.38 - $133.06 $15K - $16.9K
1.83K $220K
MSFT
Microsoft Corp

Technology
55
+ 3.15%
$406.35 - $454.46 $22.3K - $25K
1.8K $758K
TXN
Texas Instruments Inc

Technology
35
+ 3.19%
N/A
1.13K $220K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 1.64%
$442.29 - $483.08 $8.85K - $9.66K
1.24K $562K
Ea Series Trust
5.6K
+ 38.0%
N/A
20.3K $0
American Centy ETF Tr
15.9K
+ 14.42%
N/A
126K $0
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.9K
+ 4.09%
$98.47 - $109.35 $384K - $426K
99.2K $9.77M
NXPI
Nxp Semiconductors N.V.

Technology
5
+ 0.4%
$207.27 - $255.58 $1.04K - $1.28K
1.25K $260K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.2K
+ 5.56%
$26.16 - $28.82 $267K - $294K
194K $5.08M
AVES
American Centy ETF Tr Avantis

ETFs
6.63K
+ 7.1%
$46.2 - $53.09 $306K - $352K
100K $4.62M
IQLT
Ishares Msci Intl Quality Fact

ETFs
35.9K
+ 7.2%
$37.12 - $41.23 $1.33M - $1.48M
535K $19.8M
Activity Summary
Buys All Purchases 37 New Holdings 3 Increased Positions 34 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Enzi Wealth Portfolio

Follow Enzi Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Enzi Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Enzi Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email