En Rich Financial Partners LLC Portfolio Holdings

En Rich Financial Partners LLC

  • $299 Billion
  • Q3 2024

En Rich Financial Partners LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $299 Billion distributed in 224 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Emerging Mk with a value of $32.1B, Dimensional ETF Trust with a value of $30.1B, Dimensional ETF Tr U S Target with a value of $28.8B, Vanguard Index Fds S&P 500 ETF with a value of $26.6B, and Dimensional ETF Tr Dimensional with a value of $19.9B.

Examining the 13F form we can see an increase of $26.7B in the current position value, from $273B to 299B.

En Rich Financial Partners LLC is based out at Madison, WI

Below you can find more details about En Rich Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $299 Billion
ETFs: $235 Billion
Technology: $3.49 Billion
Financial Services: $1.32 Billion
Healthcare: $1.05 Billion
Consumer Defensive: $747 Million
Consumer Cyclical: $658 Million
Communication Services: $497 Million
Industrials: $442 Million
Other: $832 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$194M
$2.92 Million 0.0% of portfolio
6,042
Q1 2024 New
$113M
$1.13 Million 0.0% of portfolio
300
Q1 2024 New
$178M
$350,000 0.0% of portfolio
29
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 224
  • Current Value $299 Billion
  • Prior Value $273 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track En Rich Financial Partners LLC Portfolio

Follow En Rich Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of En Rich Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on En Rich Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email