Enclave Advisors LLC Reduced Holdings in Q3 2025

Enclave Advisors LLC

  • $655 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-53.9K
- 16.27%
N/A
277K $59.8B
XOM
Exxon Mobil Corp

Energy
-21.4K
- 21.95%
$105.83 - $117.22 $2.26M - $2.51M
76.1K $8.58B
XLE
Energy Sector Spdr

ETFs
-24.8K
- 17.09%
$84.25 - $91.99 $2.09M - $2.28M
120K $10.7B
ET
Energy Transfer LP

Energy
-57.8K
- 22.31%
$17.11 - $18.16 $990K - $1.05M
201K $3.46B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-21.7K
- 17.24%
$62.09 - $66.51 $1.35M - $1.44M
104K $6.81B
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.15K
- 24.53%
$412.46 - $514.1 $474K - $590K
3.53K $1.73B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-24.7K
- 47.28%
$27.61 - $29.15 $683K - $721K
27.6K $803M
KO
Coca Cola CO

Consumer Defensive
-198
- 0.15%
$65.67 - $71.67 $13K - $14.2K
130K $8.65B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.64K
- 21.21%
$101.12 - $106.18 $570K - $599K
20.9K $2.16B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17.4K
- 19.63%
$26.38 - $27.95 $458K - $486K
71.2K $1.94B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.23K
- 6.34%
$48.5 - $50.19 $205K - $212K
62.5K $3.13B
GOOG
Alphabet Inc.

Communication Services
-3.91K
- 31.44%
$175.16 - $255.24 $685K - $998K
8.53K $2.08B
ACN
Accenture PLC

Technology
-174
- 11.61%
$232.56 - $304.78 $40.5K - $53K
1.33K $327M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-40.3K
- 8.01%
$24.46 - $26.5 $986K - $1.07M
463K $12.2B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.19K
- 33.52%
$98.99 - $112.2 $117K - $133K
2.35K $260M
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 1.24%
$915.95 - $994.57 $12.8K - $13.9K
1.12K $1.03B
NKE
Nike, Inc.

Consumer Cyclical
-602
- 13.01%
$69.24 - $79.24 $41.7K - $47.7K
4.03K $281M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-531
- 9.6%
$92.18 - $95.14 $48.9K - $50.5K
5K $476M
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.06%
$288.69 - $310.94 $289 - $311
1.77K $520M
PG
Procter & Gamble CO

Consumer Defensive
-13
- 0.33%
$150.47 - $161.22 $1.96K - $2.1K
3.92K $602M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2
- 0.06%
$60.9 - $70.75 $122 - $142
3.5K $219M
V
Visa Inc.

Financial Services
-8
- 0.77%
$332.09 - $358.86 $2.66K - $2.87K
1.03K $351M
ABT
Abbott Laboratories

Healthcare
-59
- 2.07%
$120.51 - $136.62 $7.11K - $8.06K
2.79K $374M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.32K
- 10.66%
$25.29 - $28.33 $83.9K - $93.9K
27.8K $775M
DHR
Danaher Corp

Healthcare
-30
- 1.12%
$181.46 - $212.2 $5.44K - $6.37K
2.64K $523M
SO
Southern CO

Utilities
-12
- 0.32%
$90.83 - $96.0 $1.09K - $1.15K
3.8K $360M
PH
Parker Hannifin Corp

Industrials
-12
- 3.49%
$697.13 - $769.67 $8.37K - $9.24K
332 $252M
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.3%
$291.67 - $316.99 $1.46K - $1.58K
1.65K $503M
GS
Goldman Sachs Group Inc

Financial Services
-21
- 2.77%
$696.56 - $806.32 $14.6K - $16.9K
737 $587M
JPM
Jpmorgan Chase & CO

Financial Services
-209
- 4.43%
$282.78 - $316.06 $59.1K - $66.1K
4.51K $1.42B
VDE
Vanguard Energy ETF

ETFs
-40
- 0.43%
$118.37 - $129.65 $4.73K - $5.19K
9.37K $1.18B
AVGO
Broadcom Inc.

Technology
-73
- 3.19%
$264.74 - $369.57 $19.3K - $27K
2.22K $732M
JNJ
Johnson & Johnson

Healthcare
-10
- 0.29%
$155.17 - $185.42 $1.55K - $1.85K
3.39K $629M
IWM
Ishares Russell 2000 ETF

ETFs
-146
- 2.22%
$214.92 - $244.84 $31.4K - $35.7K
6.44K $1.56B
ABBV
Abb Vie Inc.

Healthcare
-7
- 0.2%
$184.85 - $231.54 $1.29K - $1.62K
3.55K $822M
MSFT
Microsoft Corp

Technology
-291
- 1.02%
$491.09 - $535.64 $143K - $156K
28.3K $14.7B
WMT
Walmart Inc.

Consumer Defensive
-1.98K
- 1.4%
$94.4 - $104.27 $187K - $207K
140K $14.4B
NVDA
Nvidia Corp

Technology
-3.95K
- 6.14%
$153.3 - $186.58 $606K - $737K
60.4K $11.3B
PLTR
Palantir Technologies Inc.

Technology
-1.05K
- 2.28%
$130.68 - $186.97 $137K - $196K
45.1K $8.23B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5.79K
- 3.37%
$339.37 - $366.46 $1.97M - $2.12M
166K $60.8B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.86K
- 2.14%
$620.67 - $670.08 $1.15M - $1.25M
85.1K $57B
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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