Enclave Advisors LLC Portfolio Holdings
Enclave Advisors LLC
- $590 Billion
- Q3 2024
Enclave Advisors LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $590 Billion distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $89.3B, Ishares Tr Russell 1000 ETF with a value of $56.3B, Ishares Core S&P 500 ETF with a value of $51.3B, J P Morgan Exchange Traded Fd with a value of $35.7B, and Vanguard Information Technolog with a value of $27.2B.
Examining the 13F form we can see an increase of $590B in the current position value.
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.
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 119
- Current Value $590 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 119 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks