Enclave Advisors LLC Incresed Positions in Q1 2025

Enclave Advisors LLC

  • $586 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
88.5K
+ 61.66%
$62.72 - $71.92 $5.55M - $6.36M
232K $14.6B
VUSB
Vanguard Bd Index Fds
99.6K
+ 187.82%
N/A
153K $7.61B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
83.2K
+ 145.96%
$50.39 - $50.66 $4.19M - $4.22M
140K $7.1B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21.9K
+ 1145.3%
$192.82 - $222.1 $4.23M - $4.87M
23.9K $4.61B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
31K
+ 11.13%
$48.65 - $53.06 $1.51M - $1.64M
309K $16.1B
META
Meta Platforms, Inc.

Communication Services
4.49K
+ 133.56%
$576.74 - $736.67 $2.59M - $3.3M
7.84K $4.52B
VEA
Vanguard Ftse Developed Market

ETFs
40.2K
+ 28.94%
$47.4 - $52.99 $1.91M - $2.13M
179K $9.11B
XAR
Spdr S&P Aerospace & Defense E

ETFs
11.3K
+ 15.13%
$157.71 - $180.77 $1.77M - $2.03M
85.6K $13.8B
KO
Coca Cola CO

Consumer Defensive
129
+ 0.1%
$60.81 - $72.32 $7.84K - $9.33K
131K $9.36B
IEFA
Ishares Tr

ETFs
10.9K
+ 14.47%
$69.57 - $78.65 $756K - $855K
86K $6.51B
PLTR
Palantir Technologies Inc.

Technology
5.62K
+ 15.96%
$64.98 - $124.62 $365K - $701K
40.9K $3.45B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.18K
+ 12.58%
$507.05 - $563.67 $1.1M - $1.23M
19.5K $10B
VUG
Vanguard Growth ETF

ETFs
4.52K
+ 15.68%
$369.1 - $427.61 $1.67M - $1.93M
33.4K $12.4B
COST
Costco Wholesale Corp

Consumer Defensive
430
+ 37.33%
$890.62 - $1076.86 $383K - $463K
1.58K $1.5B
CRWD
Crowd Strike Holdings, Inc.

Technology
945
+ 24.33%
$308.86 - $455.36 $292K - $430K
4.83K $1.7B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.9K
+ 3.51%
$81.83 - $82.67 $155K - $157K
55.9K $4.63B
VB
Vanguard Small Cap ETF

ETFs
787
+ 84.62%
$217.89 - $252.64 $171K - $199K
1.72K $381M
FTNT
Fortinet, Inc.

Technology
950
+ 5.83%
$92.49 - $114.57 $87.9K - $109K
17.2K $1.66B
RTX
Raytheon Technologies Corp

Industrials
13
+ 0.33%
$114.1 - $135.66 $1.48K - $1.76K
3.91K $518M
NEE
Nextera Energy Inc

Utilities
1.01K
+ 14.82%
$66.96 - $76.16 $67.4K - $76.7K
7.8K $553M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.84%
$279.74 - $321.29 $3.92K - $4.5K
1.68K $525M
SO
Southern CO

Utilities
14
+ 0.4%
$80.96 - $92.96 $1.13K - $1.3K
3.53K $324M
LLY
Eli Lilly & CO

Healthcare
15
+ 3.66%
$725.72 - $929.72 $10.9K - $13.9K
425 $351M
BND
Vanguard Bd Index Fd Inc Total

ETFs
373
+ 10.28%
$71.17 - $73.66 $26.5K - $27.5K
4K $294M
MDLZ
Mondelez International, Inc.

Consumer Defensive
75
+ 2.19%
$56.12 - $68.15 $4.21K - $5.11K
3.51K $238M
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 0.53%
$225.19 - $279.95 $5.63K - $7K
4.74K $1.16B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
96
+ 24.49%
$634.14 - $744.83 $60.9K - $71.5K
488 $310M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
250
+ 7.33%
$58.01 - $64.46 $14.5K - $16.1K
3.66K $227M
GS
Goldman Sachs Group Inc

Financial Services
58
+ 8.61%
$524.81 - $672.19 $30.4K - $39K
732 $400M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
231
+ 2.22%
$50.72 - $50.92 $11.7K - $11.8K
10.6K $541M
VGSH
Vanguard

ETFs
10
+ 0.17%
$58.07 - $58.68 $581 - $587
5.74K $337M
VO
Vanguard Mid Cap ETF

ETFs
2.28K
+ 2.14%
$251.87 - $277.95 $574K - $633K
109K $28.2B
PH
Parker Hannifin Corp

Industrials
5
+ 1.47%
$591.65 - $707.05 $2.96K - $3.54K
344 $209M
AVGO
Broadcom Inc.

Technology
253
+ 11.82%
$167.43 - $244.7 $42.4K - $61.9K
2.39K $401M
MRVL
Marvell Technology, Inc.

Technology
506
+ 18.36%
$61.57 - $126.06 $31.2K - $63.8K
3.26K $201M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.32%
$222.15 - $428.22 $666 - $1.28K
953 $247M
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.11%
$551.42 - $612.93 $3.86K - $4.29K
6.59K $3.69B
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.19%
$347.25 - $424.87 $5.56K - $6.8K
8.6K $3.15B
AMZN
Amazon Com Inc

Consumer Cyclical
3.06K
+ 11.35%
$190.26 - $242.06 $582K - $740K
30K $5.71B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.6K
+ 0.31%
$21.75 - $24.28 $34.8K - $38.9K
515K $11.4B
GOOGL
Alphabet Inc.

Communication Services
1.03K
+ 4.55%
$154.33 - $206.19 $158K - $212K
23.6K $3.65B
Activity Summary
Buys All Purchases 42 New Holdings 0 Increased Positions 42 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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