Enclave Advisors LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $608 Billion distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $79.9B, Ishares Tr Russell 1000 ETF with a value of $56.4B, Ishares Core S&P 500 ETF with a value of $52.5B, J P Morgan Exchange Traded Fd with a value of $38B, and Vanguard Information Technolog with a value of $28.5B.
Examining the 13F form we can see an increase of $17.7B in the current position value, from $590B to 608B.
Enclave Advisors LLC is based out at Austin, TX
Below you can find more details about Enclave Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$608 Billion
ETFs: $435 Billion
Technology: $48.8 Billion
Consumer Defensive: $22.1 Billion
Energy: $20.2 Billion
Consumer Cyclical: $11 Billion
Communication Services: $7.93 Billion
Healthcare: $7.27 Billion
Industrials: $5.73 Billion
Other: $6.1 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
