Enzi Wealth Portfolio Holdings

Enzi Wealth

  • $243 Million
  • Q4 2024

Enzi Wealth has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $243 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $35.8M, John Hancock Multifactor Mid C with a value of $35.2M, Ishares Msci Intl Quality Fact with a value of $19.8M, Ishares Core S&P Sm Cap ETF with a value of $18.9M, and Exxon Mobil Corp with a value of $14.8M.

Examining the 13F form we can see an increase of $790K in the current position value, from $242M to 243M.

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.

Portfolio value $243 Million
ETFs: $190 Million
Technology: $14.9 Million
Energy: $14.8 Million
Consumer Cyclical: $3.64 Million
Financial Services: $2.35 Million
Consumer Defensive: $1.68 Million
Communication Services: $1.64 Million
Healthcare: $1.01 Million
Other: $706,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $243 Million
  • Prior Value $242 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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