Enclave Advisors LLC Reduced Holdings in Q4 2025

Enclave Advisors LLC

  • $706 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-179K
- 53.55%
$44.68 - $47.47 $8.02M - $8.52M
156K $7.32B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-83.2K
- 31.0%
$50.57 - $50.77 $4.21M - $4.22M
185K $9.37B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-40.6K
- 66.89%
$82.69 - $83.12 $3.36M - $3.37M
20.1K $1.66B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-19K
- 5.44%
$74.62 - $78.21 $1.42M - $1.48M
330K $23.6B
VUSB
Vanguard Bd Index Fds
-55.1K
- 38.64%
N/A
87.5K $4.36B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16.5K
- 23.16%
$114.27 - $121.15 $1.88M - $2M
54.7K $6.57B
VIG
Vanguard Dividend Appreciation

ETFs
-12.1K
- 4.36%
N/A
265K $58.3B
MSFT
Microsoft Corp

Technology
-414
- 1.46%
$496.82 - $542.07 $206K - $224K
27.9K $13.5B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-11.2K
- 53.51%
$100.8 - $103.83 $1.13M - $1.16M
9.73K $1.01B
ORCL
Oracle Corp

Technology
-2.36K
- 31.0%
$217.57 - $313.0 $512K - $737K
5.24K $1.02B
NVDA
Nvidia Corp

Technology
-4.72K
- 7.82%
$179.83 - $207.04 $849K - $977K
55.6K $10.4B
META
Meta Platforms, Inc.

Communication Services
-484
- 7.72%
$609.01 - $751.67 $295K - $364K
5.79K $3.82B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-23.1K
- 32.44%
$26.44 - $27.53 $610K - $636K
48.1K $1.32B
EGP
Eastgroup Properties Inc

Real Estate
-3.12K
- 40.47%
$166.12 - $182.72 $518K - $570K
4.59K $818M
ET
Energy Transfer LP

Energy
-16.9K
- 8.4%
$16.29 - $17.01 $276K - $288K
185K $3.04B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-5.59K
- 45.31%
$50.85 - $51.0 $284K - $285K
6.75K $344M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4.13K
- 2.48%
$358.39 - $376.54 $1.48M - $1.56M
162K $60.6B
VONE
Vanguard Russell 1000 ETF

ETFs
-925
- 9.27%
$296.54 - $311.51 $274K - $288K
9.05K $2.8B
PLTR
Palantir Technologies Inc.

Technology
-1
- -0.0%
$172.14 - $207.18 $172 - $207
45.1K $8.02B
UNH
Unitedhealth Group Inc

Healthcare
-333
- 9.74%
$320.52 - $369.92 $107K - $123K
3.09K $1.02B
VDE
Vanguard Energy ETF

ETFs
-1.21K
- 12.9%
$120.37 - $129.34 $145K - $156K
8.16K $1.03B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-290
- 41.85%
$475.68 - $513.11 $138K - $149K
403 $203M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-252
- 13.76%
$589.5 - $635.77 $149K - $160K
1.58K $970M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.97K
- 6.65%
$213.04 - $254.0 $421K - $501K
27.7K $6.4B
SO
Southern CO

Utilities
-949
- 25.01%
$90.58 - $99.72 $86K - $94.6K
2.85K $248M
Wisdomtree Tr
-1.94K
- 32.7%
N/A
3.99K $234M
PG
Procter & Gamble CO

Consumer Defensive
-357
- 9.12%
$145.5 - $153.18 $51.9K - $54.7K
3.56K $510M
TSLA
Tesla, Inc.

Consumer Cyclical
-180
- 18.37%
$401.99 - $468.37 $72.4K - $84.3K
800 $360M
GS
Goldman Sachs Group Inc

Financial Services
-155
- 21.03%
$744.6 - $838.97 $115K - $130K
582 $511M
CVX
Chevron Corp

Energy
-206
- 1.48%
$148.9 - $157.72 $30.7K - $32.5K
13.8K $2.1B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.18K
- 4.61%
$53.68 - $54.54 $63.4K - $64.5K
24.5K $1.32B
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.06%
$250.9 - $292.94 $251 - $293
1.77K $456M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.38K
- 10.85%
$53.81 - $56.64 $74.2K - $78K
11.3K $636M
DE
Deere & CO

Industrials
-118
- 17.0%
$439.11 - $480.78 $51.8K - $56.7K
576 $268M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.53K
- 11.13%
$28.9 - $30.17 $44.1K - $46K
12.2K $366M
PGR
Progressive Corp

Financial Services
-76
- 7.75%
$203.7 - $246.46 $15.5K - $18.7K
905 $206M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-315
- 6.3%
$92.34 - $95.43 $29.1K - $30.1K
4.69K $441M
PAYX
Paychex Inc

Industrials
-51
- 2.66%
$111.08 - $128.59 $5.67K - $6.56K
1.87K $209M
MCD
Mcdonalds Corp

Consumer Cyclical
-115
- 6.95%
$293.81 - $310.11 $33.8K - $35.7K
1.54K $470M
V
Visa Inc.

Financial Services
-112
- 10.89%
$325.75 - $352.42 $36.5K - $39.5K
916 $321M
NKE
Nike, Inc.

Consumer Cyclical
-49
- 1.22%
$60.8 - $74.57 $2.98K - $3.65K
3.98K $253M
ABBV
Abb Vie Inc.

Healthcare
-71
- 2.0%
$211.96 - $244.38 $15K - $17.4K
3.48K $795M
ABT
Abbott Laboratories

Healthcare
-16
- 0.57%
$123.62 - $134.59 $1.98K - $2.15K
2.78K $348M
EMR
Emerson Electric CO

Industrials
-206
- 10.29%
$126.01 - $140.03 $26K - $28.8K
1.8K $238M
Blackrock Inc
-2
- 0.88%
N/A
225 $241M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-626
- 1.3%
$47.0 - $48.26 $29.4K - $30.2K
47.3K $2.26B
PEP
Pepsico Inc

Consumer Defensive
-194
- 9.96%
$138.84 - $153.71 $26.9K - $29.8K
1.75K $252M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-166
- 7.06%
$105.91 - $113.18 $17.6K - $18.8K
2.19K $249M
VGT
Vanguard Information Technolog

ETFs
-367
- 0.96%
$736.33 - $801.52 $270K - $294K
37.8K $28.5B
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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