Enclave Advisors LLC Sells in Q2 2025

Enclave Advisors LLC

  • $619 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-255K
- 79.25%
$48.13 - $49.85 $12.3M - $12.7M
66.7K $3.27B
XLE
Energy Sector Spdr

ETFs
-38.7K
- 21.08%
$76.44 - $94.13 $2.96M - $3.64M
145K $12.3B
VIG
Vanguard Dividend Appreciation

ETFs
-38.4K
- 10.38%
N/A
331K $67.8B
AAPL
Apple Inc.

Technology
-11.5K
- 26.43%
$172.42 - $223.89 $1.98M - $2.57M
31.9K $6.55B
XOM
Exxon Mobil Corp

Energy
-9.73K
- 9.08%
$99.93 - $119.04 $973K - $1.16M
97.5K $10.5B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-40.5K
- 64.49%
$51.1 - $53.29 $2.07M - $2.16M
22.3K $1.19B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-32.9K
- 20.68%
$51.16 - $62.02 $1.68M - $2.04M
126K $7.82B
GOOGL
Alphabet Inc.

Communication Services
-10.3K
- 43.63%
$144.7 - $178.6 $1.49M - $1.84M
13.3K $2.34B
META
Meta Platforms, Inc.

Communication Services
-3.45K
- 44.0%
$484.66 - $738.09 $1.67M - $2.55M
4.39K $3.24B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.1K
- 15.69%
$90.56 - $109.49 $918K - $1.11M
54.5K $5.95B
ET
Energy Transfer LP

Energy
-29.2K
- 10.12%
$15.65 - $18.93 $457K - $553K
259K $4.7B
ORCL
Oracle Corp

Technology
-8.82K
- 54.58%
$122.82 - $218.63 $1.08M - $1.93M
7.34K $1.61B
COST
Costco Wholesale Corp

Consumer Defensive
-452
- 28.57%
$908.13 - $1056.85 $410K - $478K
1.13K $1.12B
CVX
Chevron Corp

Energy
-182
- 1.29%
$133.73 - $168.51 $24.3K - $30.7K
13.9K $2B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.77K
- 40.53%
$85.42 - $94.39 $322K - $356K
5.53K $519M
VDE
Vanguard Energy ETF

ETFs
-1.57K
- 14.3%
$105.87 - $130.56 $166K - $205K
9.41K $1.12B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.47K
- 5.82%
$24.32 - $27.87 $133K - $153K
88.5K $2.35B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.05K
- 36.63%
$83.54 - $100.04 $171K - $205K
3.54K $352M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.04K
- 18.45%
$20.42 - $25.3 $144K - $178K
31.1K $787M
EGP
Eastgroup Properties Inc

Real Estate
-43
- 0.42%
$145.28 - $176.09 $6.25K - $7.57K
10.2K $1.7B
PEP
Pepsico Inc

Consumer Defensive
-239
- 10.93%
$128.02 - $151.37 $30.6K - $36.2K
1.95K $257M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-31
- 6.35%
$483.07 - $625.6 $15K - $19.4K
457 $240M
PG
Procter & Gamble CO

Consumer Defensive
-120
- 2.96%
$157.66 - $172.39 $18.9K - $20.7K
3.93K $626M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-47
- 6.35%
$483.48 - $539.8 $22.7K - $25.4K
693 $337M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-419
- 18.76%
$416.06 - $551.64 $174K - $231K
1.81K $1B
JNJ
Johnson & Johnson

Healthcare
-12
- 0.35%
$146.36 - $159.82 $1.76K - $1.92K
3.4K $520M
DHR
Danaher Corp

Healthcare
-123
- 4.41%
$174.64 - $205.16 $21.5K - $25.2K
2.67K $527M
MCD
Mcdonalds Corp

Consumer Cyclical
-21
- 1.25%
$285.55 - $321.23 $6K - $6.75K
1.66K $485M
PAYX
Paychex Inc

Industrials
-39
- 1.99%
$137.01 - $159.78 $5.34K - $6.23K
1.92K $279M
ACN
Accenture PLC

Technology
-3
- 0.2%
$279.23 - $323.21 $838 - $970
1.5K $448M
VGSH
Vanguard

ETFs
-239
- 4.16%
$58.32 - $58.95 $13.9K - $14.1K
5.5K $323M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-100
- 2.5%
$72.02 - $73.82 $7.2K - $7.38K
3.9K $287M
ADP
Automatic Data Processing Inc

Industrials
-22
- 1.22%
$276.76 - $326.81 $6.09K - $7.19K
1.77K $547M
V
Visa Inc.

Financial Services
-9
- 0.86%
$308.27 - $373.31 $2.77K - $3.36K
1.04K $368M
IWR
Ishares Russell Mid Cap ETF

ETFs
-178
- 6.83%
$74.88 - $91.97 $13.3K - $16.4K
2.43K $224M
ABT
Abbott Laboratories

Healthcare
-17
- 0.59%
$123.95 - $138.08 $2.11K - $2.35K
2.85K $388M
NKE
Nike, Inc.

Consumer Cyclical
-314
- 6.35%
$53.27 - $72.04 $16.7K - $22.6K
4.63K $329M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-147
- 1.06%
$22.92 - $28.05 $3.37K - $4.12K
13.7K $384M
CAT
Caterpillar Inc

Industrials
-28
- 4.06%
$273.94 - $388.21 $7.67K - $10.9K
661 $257M
EMR
Emerson Electric CO

Industrials
-48
- 2.34%
$94.15 - $133.33 $4.52K - $6.4K
2K $267M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-296
- 2.28%
$40.79 - $50.93 $12.1K - $15.1K
12.7K $647M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-25
- 1.96%
$141.37 - $228.57 $3.53K - $5.71K
1.25K $283M
IWM
Ishares Russell 2000 ETF

ETFs
-122
- 1.82%
$174.82 - $215.79 $21.3K - $26.3K
6.59K $1.42B
JPM
Jpmorgan Chase & CO

Financial Services
-22
- 0.46%
$210.28 - $289.91 $4.63K - $6.38K
4.72K $1.37B
AVGO
Broadcom Inc.

Technology
-102
- 4.26%
$146.29 - $275.65 $14.9K - $28.1K
2.29K $631M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.06K
- 3.52%
$167.32 - $223.3 $177K - $236K
29K $6.35B
CRWD
Crowd Strike Holdings, Inc.

Technology
-149
- 3.09%
$321.63 - $509.31 $47.9K - $75.9K
4.68K $2.38B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-12.1K
- 2.35%
$19.6 - $24.44 $238K - $296K
503K $12.3B
VO
Vanguard Mid Cap ETF

ETFs
-2.25K
- 2.06%
$228.54 - $279.83 $514K - $629K
107K $29.9B
Activity Summary
Buys All Purchases 45 New Holdings 11 Increased Positions 34 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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