Enzi Wealth Sells in Q1 2025

Enzi Wealth

  • $242 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
-2.59K
- 29.26%
$53.59 - $126.58 $139K - $328K
6.27K $342K
PLTR
Palantir Technologies Inc.

Technology
-9.56K
- 44.01%
$64.98 - $124.62 $621K - $1.19M
12.2K $1.03M
AAPL
Apple Inc.

Technology
-519
- 3.36%
$209.68 - $247.1 $109K - $128K
14.9K $3.32M
AMZN
Amazon Com Inc

Consumer Cyclical
-353
- 4.54%
$190.26 - $242.06 $67.2K - $85.4K
7.43K $1.41M
ETN
Eaton Corp PLC

Industrials
-6
- 0.28%
$271.83 - $371.23 $1.63K - $2.23K
2.12K $577K
IXUS
Ishares Tr

ETFs
-1.97K
- 31.98%
$65.06 - $72.31 $128K - $142K
4.19K $292K
AMP
Ameriprise Financial Inc

Financial Services
-96
- 8.63%
$472.29 - $575.13 $45.3K - $55.2K
1.02K $492K
MSFT
Microsoft Corp

Technology
-32
- 1.78%
$375.39 - $447.2 $12K - $14.3K
1.77K $663K
AMD
Advanced Micro Devices Inc

Technology
-83
- 1.81%
$96.63 - $129.55 $8.02K - $10.8K
4.51K $463K
DELL
Dell Technologies Inc.

Technology
-178
- 6.16%
$90.34 - $124.66 $16.1K - $22.2K
2.71K $247K
VO
Vanguard Mid Cap ETF

ETFs
-140
- 12.17%
$251.87 - $277.95 $35.3K - $38.9K
1.01K $261K
NXPI
Nxp Semiconductors N.V.

Technology
-4
- 0.32%
$189.99 - $245.86 $760 - $983
1.25K $237K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.18%
$576.36 - $736.67 $1.15K - $1.47K
1.1K $631K
Ea Series Trust
-2.92K
- 14.36%
N/A
17.4K $0
JPM
Jpmorgan Chase & CO

Financial Services
-12
- 0.92%
$225.19 - $279.95 $2.7K - $3.36K
1.29K $316K
SCHW
Schwab Charles Corp

Financial Services
-39
- 0.77%
$71.24 - $83.64 $2.78K - $3.26K
5K $391K
ABBV
Abb Vie Inc.

Healthcare
-44
- 3.02%
$169.2 - $216.66 $7.44K - $9.53K
1.42K $296K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-110
- 8.87%
$442.66 - $534.52 $48.7K - $58.8K
1.13K $601K
IBM
International Business Machines Corp

Technology
-4
- 0.29%
$217.4 - $264.74 $870 - $1.06K
1.38K $342K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-496
- 0.35%
$87.68 - $94.52 $43.5K - $46.9K
141K $13.2M
XOM
Exxon Mobil Corp

Energy
-198
- 0.14%
$105.44 - $118.93 $20.9K - $23.5K
138K $16.4M
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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