Enzi Wealth Reduced Holdings in Q2 2025

Enzi Wealth

  • $258 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-24
- 2.12%
$483.48 - $539.8 $11.6K - $13K
1.11K $537K
JNJ
Johnson & Johnson

Healthcare
-2
- 0.06%
$146.36 - $159.82 $293 - $320
3.48K $532K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-1.02K
- 13.84%
$26.94 - $34.72 $27.4K - $35.3K
6.34K $199K
MO
Altria Group, Inc.

Consumer Defensive
-9
- 0.08%
$55.56 - $60.91 $500 - $548
10.9K $636K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-422
- 0.3%
$85.42 - $94.39 $36K - $39.8K
140K $13.2M
V
Visa Inc.

Financial Services
-34
- 4.15%
$308.27 - $373.31 $10.5K - $12.7K
786 $279K
INTC
Intel Corp

Technology
-99
- 0.77%
$18.13 - $22.69 $1.79K - $2.25K
12.7K $284K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.46K
- 0.96%
$38.18 - $45.52 $93.9K - $112K
253K $11.1M
MMM
3 M CO

Industrials
-2
- 0.13%
$126.09 - $154.15 $252 - $308
1.58K $241K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3
- 0.23%
$376.48 - $440.65 $1.13K - $1.32K
1.27K $561K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.11%
$496.48 - $617.85 $496 - $618
885 $546K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5
- 0.18%
$272.36 - $339.57 $1.36K - $1.7K
2.76K $936K
TTD
Trade Desk, Inc.

Technology
-8
- 0.13%
$45.27 - $79.4 $362 - $635
6.26K $450K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-210
- 0.57%
$51.16 - $62.02 $10.7K - $13K
36.5K $2.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-104
- 2.71%
$456.74 - $568.03 $47.5K - $59.1K
3.74K $2.12M
META
Meta Platforms, Inc.

Communication Services
-10
- 0.91%
$484.66 - $738.09 $4.85K - $7.38K
1.09K $801K
AMD
Advanced Micro Devices Inc

Technology
-16
- 0.35%
$78.21 - $143.81 $1.25K - $2.3K
4.5K $638K
TSLA
Tesla, Inc.

Consumer Cyclical
-39
- 1.02%
$221.86 - $362.89 $8.65K - $14.2K
3.79K $1.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-6
- 0.08%
$167.32 - $223.3 $1K - $1.34K
7.42K $1.63M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-984
- 0.71%
$50.39 - $60.05 $49.6K - $59.1K
138K $8.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.49K
- 1.25%
$23.4 - $29.68 $58.3K - $73.9K
197K $5.86M
AVES
American Centy ETF Tr Avantis

ETFs
-1.23K
- 1.18%
$42.02 - $53.63 $51.5K - $65.7K
103K $5.5M
PLTR
Palantir Technologies Inc.

Technology
-99
- 0.81%
$74.01 - $144.25 $7.33K - $14.3K
12.1K $1.64M
NVDA
Nvidia Corp

Technology
-2.12K
- 10.2%
$94.31 - $157.99 $200K - $335K
18.7K $2.95M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-94
- 0.05%
$90.56 - $109.49 $8.51K - $10.3K
180K $19.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-82
- 0.75%
$416.06 - $551.64 $34.1K - $45.2K
10.8K $5.97M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-9.65K
- 1.79%
$35.9 - $43.76 $346K - $422K
528K $22.8M
JHMM
John Hancock Multifactor Mid C

ETFs
-4.48K
- 0.73%
$50.32 - $61.13 $225K - $274K
607K $37.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-727
- 1.17%
$498.8 - $620.9 $363K - $451K
61.3K $38.1M
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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