Enclave Advisors LLC Incresed Positions in Q4 2024

Enclave Advisors LLC

  • $608 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
74.5K
+ 107.91%
$58.39 - $67.04 $4.35M - $4.99M
144K $9.11B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
68K
+ 62.42%
$61.68 - $67.87 $4.19M - $4.62M
177K $11B
WMT
Walmart Inc.

Consumer Defensive
26.9K
+ 26.38%
$79.1 - $95.7 $2.13M - $2.57M
129K $11.6B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
71.2K
+ 21.75%
$49.79 - $51.14 $3.55M - $3.64M
399K $20B
VO
Vanguard Mid Cap ETF

ETFs
12.2K
+ 12.89%
$261.5 - $284.63 $3.18M - $3.46M
107K $28.2B
XAR
Spdr S&P Aerospace & Defense E

ETFs
12.8K
+ 20.76%
$153.8 - $176.52 $1.97M - $2.26M
74.4K $12.3B
JPIE
J P Morgan Exchange Traded Fd
62.9K
+ 8.17%
$45.59 - $46.25 $2.87M - $2.91M
832K $38B
VEA
Vanguard Ftse Developed Market

ETFs
52.7K
+ 61.17%
$47.57 - $52.44 $2.51M - $2.77M
139K $6.64B
VRT
Vertiv Holdings CO

Industrials
17K
+ 201.51%
N/A
25.4K $2.89B
VUG
Vanguard Growth ETF

ETFs
1.98K
+ 7.36%
$378.79 - $428.11 $749K - $847K
28.8K $11.8B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
28K
+ 45.77%
$51.33 - $53.74 $1.44M - $1.51M
89.3K $4.6B
IVV
Ishares Core S&P 500 ETF

ETFs
178
+ 0.2%
$570.51 - $610.59 $102K - $109K
89.1K $52.5B
ET
Energy Transfer LP

Energy
4.9K
+ 1.7%
$16.05 - $19.86 $78.7K - $97.4K
293K $5.75B
ORCL
Oracle Corp

Technology
6.8K
+ 68.9%
$165.41 - $192.43 $1.13M - $1.31M
16.7K $2.78B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.66K
+ 12.0%
$113.92 - $127.38 $986K - $1.1M
80.8K $9.31B
Vanguard Malvern Fds
12K
+ 52.0%
N/A
35.1K $2.66B
FTNT
Fortinet, Inc.

Technology
7.03K
+ 75.89%
$76.49 - $99.21 $538K - $697K
16.3K $1.54B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.22K
+ 3.43%
$46.48 - $51.32 $428K - $473K
278K $13.4B
GOOG
Alphabet Inc.

Communication Services
2.27K
+ 34.42%
$163.08 - $198.16 $370K - $450K
8.87K $1.69B
VTWO
Vanguard Russell 2000 ETF

ETFs
6.18K
+ 126.64%
$87.42 - $98.06 $540K - $606K
11.1K $988M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
609
+ 3.65%
$521.84 - $558.82 $318K - $340K
17.3K $9.32B
META
Meta Platforms, Inc.

Communication Services
755
+ 29.0%
$554.08 - $632.68 $418K - $478K
3.36K $1.97B
CRWD
Crowd Strike Holdings, Inc.

Technology
829
+ 27.14%
$275.15 - $388.2 $228K - $322K
3.88K $1.33B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.72K
+ 15.66%
$50.37 - $50.6 $389K - $391K
57K $2.87B
SCHX
Schwab Strategic Tr Us Large C

ETFs
343K
+ 200.99%
$22.4 - $68.28 $7.68M - $23.4M
514K $11.9B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.48K
+ 110.98%
$50.67 - $50.9 $278K - $279K
10.4K $528M
PRCT
Procept Bio Robotics Corp

Healthcare
1.5K
+ 5.34%
$67.27 - $99.45 $101K - $149K
29.6K $2.38B
AVGO
Broadcom Inc.

Technology
9
+ 0.42%
$159.67 - $250.0 $1.44K - $2.25K
2.14K $496M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
214
+ 12.57%
$198.04 - $221.51 $42.4K - $47.4K
1.92K $403M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 2.31%
$873.59 - $994.69 $22.7K - $25.9K
1.15K $1.06B
AXP
American Express CO

Financial Services
1
+ 0.07%
$267.35 - $305.57 $267 - $306
1.46K $434M
DE
Deere & CO

Industrials
1
+ 0.17%
$389.45 - $466.0 $389 - $466
573 $243M
RTX
Raytheon Technologies Corp

Industrials
204
+ 5.52%
$114.45 - $127.21 $23.3K - $26K
3.9K $451M
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.04%
$87.25 - $95.52 $87.3 - $95.5
2.85K $252M
EOG
Eog Resources Inc

Energy
2
+ 0.12%
$118.22 - $136.54 $236 - $273
1.65K $202M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22
+ 0.61%
$71.75 - $75.11 $1.58K - $1.65K
3.63K $261M
LLY
Eli Lilly & CO

Healthcare
30
+ 7.89%
$727.2 - $932.06 $21.8K - $28K
410 $317M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
94
+ 31.54%
$701.85 - $1046.91 $66K - $98.4K
392 $279M
ABBV
Abb Vie Inc.

Healthcare
96
+ 2.86%
$164.99 - $203.87 $15.8K - $19.6K
3.45K $613M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.75K
+ 165.36%
$27.54 - $83.04 $241K - $727K
14K $389M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
906
+ 3.5%
$34.13 - $37.35 $30.9K - $33.8K
26.8K $915M
NEE
Nextera Energy Inc

Utilities
187
+ 2.83%
$69.77 - $85.43 $13K - $16K
6.8K $487M
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.9K
+ 87.5%
$25.33 - $51.16 $580K - $1.17M
49.1K $1.27B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
62.2K
+ 190.69%
$26.93 - $84.95 $1.67M - $5.28M
94.8K $2.59B
UNH
Unitedhealth Group Inc

Healthcare
79
+ 2.51%
$485.52 - $625.25 $38.4K - $49.4K
3.23K $1.63B
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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