Enzi Wealth Portfolio Holdings

Enzi Wealth

  • $242 Million
  • Q3 2024

Enzi Wealth has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Mid C with a value of $36.1M, Ishares Core S&P 500 ETF with a value of $35.3M, Ishares Msci Intl Quality Fact with a value of $20.7M, Ishares Core S&P Sm Cap ETF with a value of $18.9M, and Exxon Mobil Corp with a value of $16.3M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $224M to 242M.

Enzi Wealth is based out at Austin, TX

Below you can find more details about Enzi Wealth portfolio as well as his latest detailed transactions.

Portfolio value $242 Million
ETFs: $190 Million
Energy: $16.3 Million
Technology: $13.2 Million
Consumer Cyclical: $3.08 Million
Financial Services: $2.09 Million
Consumer Defensive: $1.6 Million
Communication Services: $1.25 Million
Healthcare: $1.13 Million
Other: $1.03 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $242 Million
  • Prior Value $224 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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