Enclave Advisors LLC Portfolio Holdings

Enclave Advisors LLC

  • $608 Billion
  • Q4 2024

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 $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $608 Billion
  • Prior Value $590 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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