Enclave Advisors LLC Sells in Q4 2024

Enclave Advisors LLC

  • $608 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-42.8K
- 9.49%
N/A
408K $79.9B
XLP
Consumer Staples Sector Spdr

ETFs
-63.4K
- 87.44%
N/A
9.1K $715M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-31.1K
- 26.26%
$18.41 - $40.87 $572K - $1.27M
87.2K $1.61B
XLE
Energy Sector Spdr

ETFs
-31.2K
- 13.03%
$83.32 - $97.27 $2.6M - $3.04M
209K $17.9B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-19.2K
- 35.81%
$99.2 - $108.47 $1.9M - $2.08M
34.3K $3.42B
XOM
Exxon Mobil Corp

Energy
-2.53K
- 2.19%
$105.51 - $125.37 $267K - $317K
113K $12.2B
KO
Coca Cola CO

Consumer Defensive
-15
- 0.01%
$61.74 - $71.71 $926 - $1.08K
131K $8.13B
MSFT
Microsoft Corp

Technology
-1.73K
- 4.2%
$406.35 - $454.46 $701K - $784K
39.4K $16.6B
VUSB
Vanguard Bd Index Fds
-16.6K
- 23.83%
N/A
53K $2.63B
GOOGL
Alphabet Inc.

Communication Services
-6.25K
- 21.68%
$161.86 - $196.66 $1.01M - $1.23M
22.6K $4.27B
EGP
Eastgroup Properties Inc

Real Estate
-184
- 1.59%
$158.74 - $185.14 $29.2K - $34.1K
11.4K $1.83B
ITA
Ishares Tr

ETFs
-1.78K
- 31.13%
$144.31 - $157.31 $256K - $280K
3.93K $571M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.56K
- 10.19%
$51.54 - $52.55 $183K - $187K
31.3K $1.62B
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.07%
$385.02 - $431.37 $2.31K - $2.59K
8.58K $3.34B
DHR
Danaher Corp

Healthcare
-7
- 0.25%
$226.16 - $274.52 $1.58K - $1.92K
2.8K $642M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-3.14K
- 17.59%
$46.53 - $49.91 $146K - $157K
14.7K $709M
JNJ
Johnson & Johnson

Healthcare
-408
- 10.64%
$143.34 - $165.86 $58.5K - $67.7K
3.43K $495M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-696
- 1.27%
$81.68 - $82.93 $56.8K - $57.7K
54K $4.43B
CVX
Chevron Corp

Energy
-514
- 3.46%
$141.15 - $162.53 $72.6K - $83.5K
14.4K $2.08B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.04K
- 11.19%
$104.59 - $118.05 $108K - $122K
8.22K $893M
NKE
Nike, Inc.

Consumer Cyclical
-198
- 3.71%
$73.36 - $89.13 $14.5K - $17.6K
5.14K $389M
PEP
Pepsico Inc

Consumer Defensive
-108
- 4.58%
$151.29 - $176.1 $16.3K - $19K
2.25K $342M
MCD
Mcdonalds Corp

Consumer Cyclical
-62
- 3.59%
$288.47 - $316.54 $17.9K - $19.6K
1.67K $483M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-328
- 5.89%
$125.5 - $148.67 $41.2K - $48.8K
5.24K $693M
VGSH
Vanguard

ETFs
-539
- 8.6%
$58.02 - $58.88 $31.3K - $31.7K
5.73K $333M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-107
- 1.08%
$88.59 - $94.57 $9.48K - $10.1K
9.83K $873M
MRK
Merck & Co., Inc.

Healthcare
-46
- 2.19%
$96.31 - $114.76 $4.43K - $5.28K
2.06K $205M
SO
Southern CO

Utilities
-60
- 1.68%
$81.5 - $94.15 $4.89K - $5.65K
3.51K $289M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 5.62%
$442.29 - $483.08 $22.1K - $24.2K
840 $381M
IWM
Ishares Russell 2000 ETF

ETFs
-112
- 1.64%
$216.13 - $242.4 $24.2K - $27.1K
6.71K $1.48B
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.02%
$161.05 - $179.7 $161 - $180
4.11K $689M
VDE
Vanguard Energy ETF

ETFs
-76
- 0.69%
$116.67 - $136.78 $8.87K - $10.4K
11K $1.34B
LOW
Lowes Companies Inc

Consumer Cyclical
-8
- 0.96%
$244.52 - $284.07 $1.96K - $2.27K
828 $204M
ESGR
Enstar Group LTD

Financial Services
-50
- 5.0%
$319.78 - $326.85 $16K - $16.3K
950 $306M
ABT
Abbott Laboratories

Healthcare
-6
- 0.21%
$111.93 - $119.39 $672 - $716
2.87K $325M
PAYX
Paychex Inc

Industrials
-3
- 0.15%
$135.86 - $148.73 $408 - $446
1.96K $274M
GS
Goldman Sachs Group Inc

Financial Services
-78
- 10.37%
$486.1 - $608.57 $37.9K - $47.5K
674 $386M
V
Visa Inc.

Financial Services
-109
- 9.22%
$273.87 - $320.91 $29.9K - $35K
1.07K $339M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4.24K
- 2.37%
$311.11 - $335.64 $1.32M - $1.42M
175K $56.4B
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.22%
$280.08 - $307.97 $1.12K - $1.23K
1.8K $526M
EMR
Emerson Electric CO

Industrials
-3
- 0.15%
$108.13 - $134.33 $324 - $403
2.05K $254M
SPY
Spdr S&P 500 ETF Trust

ETFs
-82
- 1.23%
$567.81 - $607.81 $46.6K - $49.8K
6.59K $3.86B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6
- 0.24%
$481.22 - $538.17 $2.89K - $3.23K
2.44K $1.25B
JPM
Jpmorgan Chase & CO

Financial Services
-53
- 1.11%
$205.18 - $250.29 $10.9K - $13.3K
4.71K $1.13B
TSLA
Tesla, Inc.

Consumer Cyclical
-35
- 3.55%
$213.65 - $479.86 $7.48K - $16.8K
950 $384M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-65
- 0.65%
$370.24 - $418.94 $24.1K - $27.2K
9.93K $3.99B
AAPL
Apple Inc.

Technology
-2.48K
- 4.88%
$221.69 - $259.02 $550K - $642K
48.3K $12.1B
NVDA
Nvidia Corp

Technology
-1.6K
- 2.24%
$117.0 - $148.88 $187K - $238K
69.7K $9.36B
VGT
Vanguard Information Technolog

ETFs
-608
- 1.31%
$571.78 - $647.97 $348K - $394K
45.8K $28.5B
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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