Enclave Advisors LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $586 Billion distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $71.7B, Ishares Tr Russell 1000 ETF with a value of $53.5B, Ishares Core S&P 500 ETF with a value of $48B, J P Morgan Exchange Traded Fd with a value of $37.4B, and Vanguard Mid Cap ETF with a value of $28.2B.
Examining the 13F form we can see an decrease of $21.8B in the current position value, from $608B to 586B.
Enclave Advisors LLC is based out at Austin, TX
Below you can find more details about Enclave Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$586 Billion
ETFs: $419 Billion
Technology: $39 Billion
Consumer Defensive: $24.6 Billion
Energy: $20.7 Billion
Consumer Cyclical: $10.2 Billion
Communication Services: $9.53 Billion
Healthcare: $6.6 Billion
Financial Services: $3.27 Billion
Other: $4.94 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
