Enzi Wealth Portfolio Holdings
Enzi Wealth
- $224 Million
- Q2 2024
Enzi Wealth has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $224 Million distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Mid C with a value of $36.6M, Ishares Core S&P 500 ETF with a value of $33.3M, Ishares Msci Intl Quality Fact with a value of $18.4M, Ishares Core S&P Sm Cap ETF with a value of $16.7M, and Exxon Mobil Corp with a value of $16.4M.
Examining the 13F form we can see an increase of $2.66M in the current position value, from $221M to 224M.
Enzi Wealth is based out at Austin, TX
Below you can find more details about Enzi Wealth portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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