Enzi Wealth Incresed Positions in Q1 2025

Enzi Wealth

  • $242 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.08K
+ 0.58%
$36.91 - $41.03 $114K - $126K
538K $21.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.95K
+ 1.17%
$41.61 - $44.72 $123K - $132K
255K $11.1M
AVES
American Centy ETF Tr Avantis

ETFs
4.02K
+ 4.02%
$44.71 - $48.65 $180K - $196K
104K $4.91M
TSLA
Tesla, Inc.

Consumer Cyclical
2.05K
+ 115.36%
$222.15 - $428.22 $455K - $878K
3.83K $991K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.79K
+ 2.98%
$25.35 - $27.46 $147K - $159K
200K $5.29M
MO
Altria Group, Inc.

Consumer Defensive
1.38K
+ 14.51%
$50.81 - $60.02 $70K - $82.7K
10.9K $652K
JNJ
Johnson & Johnson

Healthcare
420
+ 13.7%
$142.06 - $167.7 $59.7K - $70.4K
3.49K $577K
NVDA
Nvidia Corp

Technology
4.58K
+ 28.23%
$106.98 - $149.43 $490K - $685K
20.8K $2.26M
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.44%
$117.15 - $158.79 $937 - $1.27K
1.84K $292K
ABT
Abbott Laboratories

Healthcare
7
+ 0.25%
$111.1 - $140.22 $778 - $982
2.77K $367K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.57K
+ 1.88%
$55.41 - $60.74 $143K - $156K
139K $7.86M
INTC
Intel Corp

Technology
90
+ 0.71%
$19.1 - $27.39 $1.72K - $2.47K
12.8K $290K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.48%
$890.62 - $1076.86 $4.45K - $5.38K
1.05K $994K
NFLX
Netflix Inc

Communication Services
14
+ 4.23%
$828.4 - $1058.6 $11.6K - $14.8K
345 $321K
American Centy ETF Tr
11.6K
+ 9.18%
N/A
138K $0
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
6.49K
+ 2.59%
$46.71 - $52.3 $303K - $339K
257K $12.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
132
+ 3.56%
$507.05 - $563.67 $66.9K - $74.4K
3.84K $1.97M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.4K
+ 9.98%
$102.49 - $119.96 $1.68M - $1.96M
180K $18.9M
GOOGL
Alphabet Inc.

Communication Services
62
+ 2.48%
$154.33 - $206.19 $9.57K - $12.8K
2.56K $396K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6.43K
+ 6.49%
$89.18 - $104.04 $574K - $669K
106K $9.67M
AVUV
American Centy ETF Tr Avantis

ETFs
3.98K
+ 7.88%
$84.95 - $100.62 $338K - $400K
54.5K $4.75M
JHMM
John Hancock Multifactor Mid C

ETFs
21.4K
+ 3.63%
$55.69 - $63.12 $1.19M - $1.35M
611K $35M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.94K
+ 5.2%
$58.81 - $68.2 $467K - $542K
161K $9.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
19
+ 0.17%
$468.34 - $539.52 $8.9K - $10.3K
10.9K $5.12M
IVV
Ishares Core S&P 500 ETF

ETFs
1.24K
+ 2.03%
$554.06 - $615.85 $684K - $761K
62K $34.9M
Activity Summary
Buys All Purchases 27 New Holdings 1 Increased Positions 26 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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