Enclave Advisors LLC New Holdings in Q3 2024

Enclave Advisors LLC

  • $590 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
451K
New
$182.15 - $182.15 $82.1M - $82.1M
451K $89.3B
IWB
Ishares Tr Russell 1000 ETF

ETFs
179K
New
$283.28 - $314.39 $50.8M - $56.3M
179K $56.3B
IVV
Ishares Core S&P 500 ETF

ETFs
88.9K
New
$520.18 - $576.82 $46.3M - $51.3M
88.9K $51.3B
JPIE
J P Morgan Exchange Traded Fd
770K
New
$45.17 - $46.39 $34.8M - $35.7M
770K $35.7B
VGT
Vanguard Information Technolog

ETFs
46.4K
New
$514.43 - $606.85 $23.9M - $28.2M
46.4K $27.2B
VO
Vanguard Mid Cap ETF

ETFs
94.5K
New
$237.84 - $263.83 $22.5M - $24.9M
94.5K $24.9B
XLE
Energy Sector Spdr

ETFs
240K
New
$84.35 - $93.39 $20.2M - $22.4M
240K $21B
MSFT
Microsoft Corp

Technology
41.1K
New
$395.15 - $467.56 $16.2M - $19.2M
41.1K $17.7B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
328K
New
$49.93 - $51.15 $16.4M - $16.8M
328K $16.7B
XOM
Exxon Mobil Corp

Energy
116K
New
$109.72 - $119.0 $12.7M - $13.8M
116K $13.6B
AAPL
Apple Inc.

Technology
50.8K
New
$207.23 - $234.82 $10.5M - $11.9M
50.8K $11.8B
SCHX
Schwab Strategic Tr Us Large C

ETFs
171K
New
$61.11 - $67.85 $10.4M - $11.6M
171K $11.6B
VUG
Vanguard Growth ETF

ETFs
26.9K
New
$341.08 - $391.94 $9.17M - $10.5M
26.9K $10.3B
XAR
Spdr S&P Aerospace & Defense E

ETFs
61.6K
New
$139.03 - $157.34 $8.56M - $9.69M
61.6K $9.69B
KO
Coca Cola CO

Consumer Defensive
131K
New
$62.69 - $73.01 $8.18M - $9.53M
131K $9.38B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.7K
New
$475.2 - $527.7 $7.93M - $8.81M
16.7K $8.81B
NVDA
Nvidia Corp

Technology
71.3K
New
$98.91 - $134.91 $7.05M - $9.62M
71.3K $8.66B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
72.2K
New
$105.53 - $118.34 $7.61M - $8.54M
72.2K $8.44B
WMT
Walmart Inc.

Consumer Defensive
102K
New
$66.91 - $81.4 $6.81M - $8.29M
102K $8.22B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
109K
New
$57.32 - $62.65 $6.25M - $6.83M
109K $6.79B
AMZN
Amazon Com Inc

Consumer Cyclical
33.6K
New
$161.02 - $200.0 $5.42M - $6.73M
33.6K $6.27B
XLP
Consumer Staples Sector Spdr

ETFs
72.5K
New
$76.04 - $76.04 $5.51M - $5.51M
72.5K $6.02B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
53.5K
New
$95.1 - $106.76 $5.09M - $5.71M
53.5K $5.71B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
118K
New
$36.98 - $41.55 $4.37M - $4.91M
118K $4.86B
GOOGL
Alphabet Inc.

Communication Services
28.8K
New
$148.65 - $191.18 $4.28M - $5.51M
28.8K $4.78B
ET
Energy Transfer LP

Energy
288K
New
$15.43 - $16.44 $4.45M - $4.74M
288K $4.63B
VEA
Vanguard Ftse Developed Market

ETFs
86.2K
New
$47.6 - $53.31 $4.1M - $4.6M
86.2K $4.55B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
54.7K
New
$81.31 - $83.29 $4.45M - $4.56M
54.7K $4.55B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
69K
New
$52.1 - $59.66 $3.6M - $4.12M
69K $4.09B
IEFA
Ishares Tr

ETFs
50.4K
New
$70.09 - $78.74 $3.53M - $3.97M
50.4K $3.93B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.67K
New
$517.38 - $573.86 $3.45M - $3.83M
6.67K $3.83B
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.99K
New
$332.02 - $382.76 $3.32M - $3.82M
9.99K $3.75B
HD
Home Depot, Inc.

Consumer Cyclical
8.59K
New
$333.64 - $405.2 $2.86M - $3.48M
8.59K $3.48B
VUSB
Vanguard Bd Index Fds
69.6K
New
N/A
69.6K $3.48B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
61.3K
New
$50.85 - $53.88 $3.12M - $3.3M
61.3K $3.29B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.6K
New
$77.02 - $85.06 $2.51M - $2.77M
32.6K $2.76B
VONE
Vanguard Russell 1000 ETF

ETFs
9.98K
New
$234.0 - $260.07 $2.33M - $2.59M
9.98K $2.59B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
49.3K
New
$50.25 - $50.74 $2.48M - $2.5M
49.3K $2.5B
PRCT
Procept Bio Robotics Corp

Healthcare
28.1K
New
$56.31 - $84.99 $1.58M - $2.39M
28.1K $2.25B
CVX
Chevron Corp

Energy
14.9K
New
$137.88 - $161.97 $2.05M - $2.41M
14.9K $2.19B
EGP
Eastgroup Properties Inc

Real Estate
11.6K
New
$169.51 - $191.71 $1.96M - $2.22M
11.6K $2.16B
UNH
Unitedhealth Group Inc

Healthcare
3.15K
New
$488.01 - $604.18 $1.54M - $1.9M
3.15K $1.84B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
34.9K
New
$51.02 - $52.74 $1.78M - $1.84M
34.9K $1.84B
Vanguard Malvern Fds
23.1K
New
N/A
23.1K $1.83B
ORCL
Oracle Corp

Technology
9.87K
New
$125.9 - $170.35 $1.24M - $1.68M
9.87K $1.68B
IWM
Ishares Russell 2000 ETF

ETFs
6.82K
New
$200.87 - $224.6 $1.37M - $1.53M
6.82K $1.51B
META
Meta Platforms, Inc.

Communication Services
2.6K
New
$453.41 - $572.44 $1.18M - $1.49M
2.6K $1.49B
VDE
Vanguard Energy ETF

ETFs
11.1K
New
$117.44 - $131.06 $1.3M - $1.45M
11.1K $1.36B
SCHA
Schwab Strategic Tr Us Small C

ETFs
26.2K
New
$46.9 - $51.96 $1.23M - $1.36M
26.2K $1.35B
Activity Summary
Buys All Purchases 119 New Holdings 119 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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