Enzi Wealth Sells in Q4 2025

Enzi Wealth

  • $205 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JHMM
John Hancock Multifactor Mid C

ETFs
-403K
- 66.76%
$62.76 - $65.54 $25.3M - $26.4M
200K $12.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-120K
- 67.09%
$114.27 - $121.15 $13.7M - $14.5M
58.8K $6.87M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-191K
- 73.39%
$50.09 - $52.44 $9.57M - $10M
69.3K $3.53M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-104K
- 73.29%
$92.34 - $95.43 $9.6M - $9.92M
37.9K $3.57M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-213K
- 40.26%
$43.84 - $45.35 $9.35M - $9.68M
317K $14.2M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-79.4K
- 74.32%
$100.68 - $106.15 $8M - $8.43M
27.4K $2.76M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-182K
- 71.86%
$46.45 - $49.01 $8.46M - $8.93M
71.4K $3.45M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-114K
- 70.45%
$66.04 - $69.67 $7.56M - $7.97M
48K $3.22M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-106K
- 76.25%
$61.42 - $63.67 $6.49M - $6.73M
32.9K $2.04M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-143K
- 72.51%
$31.28 - $33.46 $4.46M - $4.77M
54.1K $1.79M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.09K
- 9.99%
$656.2 - $690.71 $4M - $4.21M
54.9K $37M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.71K
- 21.23%
$63.25 - $66.24 $487K - $510K
28.6K $1.84M
CDNS
Cadence Design Systems Inc

Technology
-30
- 0.3%
$314.93 - $353.36 $9.45K - $10.6K
9.95K $3.13M
META
Meta Platforms, Inc.

Communication Services
-7
- 0.63%
$609.01 - $751.67 $4.26K - $5.26K
1.1K $667K
NVDA
Nvidia Corp

Technology
-730
- 3.64%
$179.83 - $207.04 $131K - $151K
19.3K $3.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-300
- 10.88%
$358.39 - $376.54 $108K - $113K
2.46K $903K
PLTR
Palantir Technologies Inc.

Technology
-115
- 1.29%
$172.14 - $207.18 $19.8K - $23.8K
8.83K $1.54M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-155
- 12.25%
$454.87 - $482.76 $70.5K - $74.8K
1.11K $523K
SPY
Spdr S&P 500 ETF Trust

ETFs
-87
- 9.89%
$653.02 - $687.39 $56.8K - $59.8K
793 $527K
NTNX
Nutanix, Inc.

Technology
-26
- 0.4%
$65.91 - $76.92 $1.71K - $2K
6.5K $428K
AMP
Ameriprise Financial Inc

Financial Services
-3
- 0.29%
$440.8 - $497.79 $1.32K - $1.49K
1.01K $446K
MSFT
Microsoft Corp

Technology
-54
- 2.99%
$496.82 - $542.07 $26.8K - $29.3K
1.75K $888K
PM
Philip Morris International Inc.

Consumer Defensive
-117
- 5.95%
$144.33 - $160.86 $16.9K - $18.8K
1.85K $282K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-76
- 2.09%
$600.51 - $631.95 $45.6K - $48K
3.55K $2.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
-200
- 7.16%
$94.02 - $97.61 $18.8K - $19.5K
2.6K $245K
V
Visa Inc.

Financial Services
-34
- 4.17%
$325.75 - $352.42 $11.1K - $12K
781 $254K
SCHW
Schwab Charles Corp

Financial Services
-3
- 0.06%
$91.91 - $97.71 $276 - $293
5K $459K
ABT
Abbott Laboratories

Healthcare
-43
- 1.52%
$123.62 - $134.59 $5.32K - $5.79K
2.79K $363K
IEFA
Ishares Tr

ETFs
-260
- 4.21%
$86.09 - $89.88 $22.4K - $23.4K
5.91K $524K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.27%
$910.94 - $954.99 $1.82K - $1.91K
749 $683K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-5
- 0.25%
$120.73 - $128.98 $604 - $645
2K $245K
IXUS
Ishares Tr

ETFs
-90
- 2.15%
$81.21 - $85.27 $7.31K - $7.67K
4.1K $345K
IVE
Ishares S&P 500 Value ETF

ETFs
-4
- 0.2%
$202.52 - $212.07 $810 - $848
2.01K $420K
MMM
3 M CO

Industrials
-6
- 0.38%
$148.75 - $171.6 $893 - $1.03K
1.59K $262K
AMZN
Amazon Com Inc

Consumer Cyclical
-282
- 3.86%
$213.04 - $254.0 $60.1K - $71.6K
7.02K $1.65M
AAPL
Apple Inc.

Technology
-35
- 0.24%
$245.27 - $275.25 $8.58K - $9.63K
14.3K $3.83M
XOM
Exxon Mobil Corp

Energy
-969
- 0.7%
$110.64 - $119.78 $107K - $116K
137K $16.1M
Activity Summary
Buys All Purchases 22 New Holdings 5 Increased Positions 17 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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