Enzi Wealth Purchases in Q3 2025

Enzi Wealth

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.21K
+ 0.75%
$63.41 - $69.69 $76.4K - $84K
162K $11.1M
NVDA
Nvidia Corp

Technology
1.35K
+ 7.24%
$153.3 - $186.58 $207K - $252K
20K $3.74M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
640
+ 0.6%
$98.53 - $107.1 $63.1K - $68.5K
107K $11.2M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
2.67K
+ 1.03%
$49.0 - $52.0 $131K - $139K
260K $13.5M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
637
+ 0.25%
$43.65 - $46.42 $27.8K - $29.6K
254K $11.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.82K
+ 0.35%
$41.43 - $44.2 $75.5K - $80.5K
530K $23.4M
AVUV
American Centy ETF Tr Avantis

ETFs
638
+ 1.16%
$90.37 - $102.12 $57.7K - $65.2K
55.8K $5.55M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
453
+ 0.33%
$59.61 - $63.09 $27K - $28.6K
139K $8.72M
AVES
American Centy ETF Tr Avantis

ETFs
315
+ 0.31%
$53.51 - $57.96 $16.9K - $18.3K
103K $5.92M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.58K
+ 1.13%
$92.18 - $95.14 $146K - $151K
142K $13.5M
LMT
Lockheed Martin Corp

Industrials
408
New
$410.74 - $499.21 $168K - $204K
408 $203K
GOOGL
Alphabet Inc.

Communication Services
14
+ 0.54%
$174.36 - $254.72 $2.44K - $3.57K
2.59K $628K
CEG
Constellation Energy Corp

Utilities
507
New
$298.82 - $354.89 $152K - $180K
507 $166K
INTC
Intel Corp

Technology
24
+ 0.19%
$19.31 - $35.5 $463 - $852
12.7K $426K
JNJ
Johnson & Johnson

Healthcare
44
+ 1.26%
$155.17 - $185.42 $6.83K - $8.16K
3.53K $653K
MO
Altria Group, Inc.

Consumer Defensive
146
+ 1.34%
$57.75 - $67.68 $8.43K - $9.88K
11K $727K
ABBV
Abb Vie Inc.

Healthcare
20
+ 1.4%
$184.85 - $231.54 $3.7K - $4.63K
1.45K $336K
MSFT
Microsoft Corp

Technology
33
+ 1.86%
$491.09 - $535.64 $16.2K - $17.7K
1.8K $934K
JPM
Jpmorgan Chase & CO

Financial Services
33
+ 2.55%
$282.78 - $316.06 $9.33K - $10.4K
1.33K $418K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.36%
$459.11 - $506.91 $1.84K - $2.03K
1.11K $558K
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.06%
$91.03 - $98.69 $273 - $296
5K $477K
META
Meta Platforms, Inc.

Communication Services
17
+ 1.57%
$695.21 - $791.73 $11.8K - $13.5K
1.1K $810K
MMM
3 M CO

Industrials
12
+ 0.76%
$144.41 - $160.2 $1.73K - $1.92K
1.6K $247K
Ishares Bitcoin Trust ETF
3.91K
New
N/A
3.91K $0
ABT
Abbott Laboratories

Healthcare
43
+ 1.54%
$120.51 - $136.62 $5.18K - $5.87K
2.84K $379K
Ea Series Trust
13.6K
+ 77.39%
N/A
31.1K $0
American Centy ETF Tr
1.9K
+ 1.37%
N/A
141K $0
V
Visa Inc.

Financial Services
29
+ 3.69%
$332.09 - $358.86 $9.63K - $10.4K
815 $278K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
5
+ 0.25%
$122.0 - $138.74 $610 - $694
2.01K $254K
NTNX
Nutanix, Inc.

Technology
26
+ 0.4%
$66.06 - $81.12 $1.72K - $2.11K
6.53K $485K
IBM
International Business Machines Corp

Technology
3
+ 0.22%
$234.77 - $292.47 $704 - $877
1.38K $390K
PM
Philip Morris International Inc.

Consumer Defensive
124
+ 6.73%
$157.77 - $183.27 $19.6K - $22.7K
1.97K $318K
NFLX
Netflix Inc

Communication Services
1
+ 0.29%
$1147.87 - $1297.18 $1.15K - $1.3K
346 $414K
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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