Enclave Advisors LLC Purchases in Q3 2025

Enclave Advisors LLC

  • $655 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XAR
Spdr S&P Aerospace & Defense E

ETFs
18.1K
+ 16.88%
$205.52 - $234.96 $3.73M - $4.26M
126K $29.5B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
52.1K
+ 17.56%
$70.85 - $76.96 $3.69M - $4.01M
349K $26.5B
VGT
Vanguard Information Technolog

ETFs
571
+ 1.52%
$656.44 - $753.15 $375K - $430K
38.1K $28.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.6K
+ 30.55%
$108.46 - $120.63 $1.81M - $2.01M
71.1K $8.45B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
46.3K
+ 20.83%
$50.47 - $50.74 $2.33M - $2.35M
268K $13.6B
VUG
Vanguard Growth ETF

ETFs
1.77K
+ 5.02%
$433.97 - $484.08 $770K - $859K
37.1K $17.8B
AOM
Ishares Tr Core Moderate Alloc

ETFs
48K
New
$45.4 - $47.61 $2.18M - $2.28M
48K $2.28B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.87K
+ 24.92%
$225.11 - $247.9 $1.55M - $1.7M
34.4K $8.51B
JPIE
J P Morgan Exchange Traded Fd
41K
+ 4.93%
$46.01 - $46.55 $1.89M - $1.91M
873K $40.5B
IEFA
Ishares Tr

ETFs
16.1K
+ 14.97%
$81.7 - $87.53 $1.31M - $1.41M
123K $10.8B
VO
Vanguard Mid Cap ETF

ETFs
179
+ 0.17%
$279.83 - $293.74 $50.1K - $52.6K
107K $31.4B
META
Meta Platforms, Inc.

Communication Services
1.88K
+ 42.76%
$695.21 - $791.73 $1.31M - $1.49M
6.27K $4.6B
GOOGL
Alphabet Inc.

Communication Services
1.2K
+ 8.99%
$174.36 - $254.72 $208K - $304K
14.5K $3.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
248
+ 1.22%
$567.77 - $614.76 $141K - $152K
20.6K $12.6B
VEA
Vanguard Ftse Developed Market

ETFs
6.97K
+ 3.54%
$56.02 - $60.3 $391K - $420K
204K $12.2B
AXP
American Express CO

Financial Services
2.24K
+ 166.59%
$294.27 - $342.31 $660K - $768K
3.59K $1.19B
IDV
Ishares Tr

ETFs
14.6K
+ 13.16%
$34.54 - $37.28 $504K - $544K
125K $4.59B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.1K
+ 57.36%
$52.39 - $53.11 $686K - $696K
35.9K $1.91B
ORCL
Oracle Corp

Technology
255
+ 3.47%
$218.96 - $328.33 $55.8K - $83.7K
7.6K $2.14B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.63K
New
$276.51 - $305.12 $451K - $498K
1.63K $486M
COIN
Coinbase Global, Inc.

Technology
1.31K
New
$297.99 - $419.78 $389K - $549K
1.31K $441M
HD
Home Depot, Inc.

Consumer Cyclical
61
+ 0.7%
$357.4 - $423.42 $21.8K - $25.8K
8.84K $3.58B
RTX
Raytheon Technologies Corp

Industrials
1.58K
+ 40.5%
$144.19 - $167.33 $228K - $265K
5.5K $919M
Wisdomtree Tr
5.94K
New
N/A
5.94K $340M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.94K
+ 6.95%
$82.38 - $83.0 $325K - $327K
60.7K $5.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.15%
$617.65 - $666.84 $6.18K - $6.67K
6.61K $4.4B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.66K
New
$117.65 - $120.08 $313K - $320K
2.66K $318M
ZS
Zscaler, Inc.

Technology
929
New
$267.68 - $316.5 $249K - $294K
929 $278M
TAFI
Ab Active Etfs Inc Tax Aware S
10.5K
New
N/A
10.5K $266M
Spinnaker ETF Series
5.33K
New
N/A
5.33K $250M
KKR
Kkr & Co. Inc.

Financial Services
1.73K
+ 85.81%
$129.95 - $152.16 $225K - $263K
3.74K $487M
PWR
Quanta Services, Inc.

Industrials
517
New
$372.29 - $421.68 $192K - $218K
517 $214M
SNPS
Synopsys Inc

Technology
417
New
$387.78 - $645.35 $162K - $269K
417 $206M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.44K
New
$132.9 - $142.03 $191K - $204K
1.44K $203M
ECL
Ecolab Inc.

Basic Materials
740
New
$259.39 - $285.47 $192K - $211K
740 $203M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.38K
+ 15.18%
$52.55 - $54.37 $178K - $184K
25.7K $1.39B
VUSB
Vanguard Bd Index Fds
3.63K
+ 2.61%
N/A
143K $7.13B
CVX
Chevron Corp

Energy
9
+ 0.06%
$145.57 - $161.83 $1.31K - $1.46K
14K $2.17B
AMZN
Amazon Com Inc

Consumer Cyclical
739
+ 2.55%
$211.65 - $238.24 $156K - $176K
29.7K $6.52B
IVW
Ishares S&P 500 Growth ETF

ETFs
287
+ 2.35%
$108.97 - $121.65 $31.3K - $34.9K
12.5K $1.51B
UNH
Unitedhealth Group Inc

Healthcare
120
+ 3.64%
$237.77 - $353.61 $28.5K - $42.4K
3.42K $1.18B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
789
+ 0.76%
$21.69 - $23.34 $17.1K - $18.4K
105K $2.45B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.52K
+ 5.11%
$39.8 - $42.86 $60.4K - $65K
31.2K $1.33B
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 2.3%
$293.94 - $444.72 $6.47K - $9.78K
980 $436M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
210
+ 16.83%
$224.68 - $282.71 $47.2K - $59.4K
1.46K $407M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17
+ 0.94%
$546.99 - $602.2 $9.3K - $10.2K
1.83K $1.1B
VRT
Vertiv Holdings CO

Industrials
154
+ 5.3%
N/A
3.06K $461M
CAT
Caterpillar Inc

Industrials
49
+ 7.41%
$390.92 - $477.15 $19.2K - $23.4K
710 $339M
TJX
Tjx Companies Inc

Consumer Cyclical
225
+ 10.92%
$121.35 - $144.54 $27.3K - $32.5K
2.29K $330M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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