En Rich Financial Partners LLC Purchases in Q2 2024

En Rich Financial Partners LLC

  • $273 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
23.1K
+ 2.17%
$24.84 - $27.2 $574K - $628K
1.09M $29.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 2.45%
$455.1 - $504.28 $519K - $575K
47.7K $23.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19.4K
+ 5.77%
$44.06 - $45.49 $854K - $882K
355K $16B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.93K
+ 5688.24%
$316.15 - $367.33 $611K - $710K
1.97K $717M
DFIC
Dimensional ETF Tr Dimensional

ETFs
35.2K
+ 5.57%
$25.73 - $27.44 $906K - $967K
668K $17.6B
Pimco ETF Tr
19.9K
+ 2.98%
N/A
686K $17.6B
IEFA
Ishares Tr

ETFs
5.43K
New
$70.77 - $76.19 $385K - $414K
5.43K $395M
VTI
Vanguard Total Stock Market Et

ETFs
1.42K
+ 110.63%
$245.23 - $269.4 $347K - $381K
2.69K $721M
AVLV
American Centy ETF Tr Avantis
6.7K
+ 25.41%
$60.74 - $64.14 $407K - $430K
33.1K $2.08B
AAPL
Apple Inc.

Technology
35
+ 0.38%
$165.0 - $216.67 $5.78K - $7.58K
9.29K $1.96B
AVUV
American Centy ETF Tr Avantis

ETFs
4.16K
+ 112.79%
$86.93 - $93.77 $362K - $390K
7.85K $704M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.34K
+ 1855.56%
$169.4 - $179.05 $226K - $239K
1.41K $246M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.64K
New
$102.13 - $110.88 $167K - $181K
1.64K $174M
DGRO
Ishares Core Dividend Growth E

ETFs
2.97K
New
$55.23 - $58.55 $164K - $174K
2.97K $171M
KLAC
Kla Corp

Technology
152
New
$628.16 - $863.31 $95.5K - $131K
152 $125M
LRCX
Lam Research Corp

Technology
93
New
$868.07 - $1089.58 $80.7K - $101K
93 $99M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.28K
+ 39.99%
$73.13 - $75.43 $93.6K - $96.6K
4.48K $336M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.82K
+ 15.69%
$56.43 - $60.79 $103K - $111K
13.4K $786M
IEMG
Ishares Inc

ETFs
1.5K
New
$50.02 - $54.95 $75.2K - $82.6K
1.5K $80.5M
Vaneck Bitcoin Tr
1.11K
New
N/A
1.11K $75.4M
CTAS
Cintas Corp

Industrials
99
New
$658.34 - $714.93 $65.2K - $70.8K
99 $69.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
239
New
$230.52 - $265.19 $55.1K - $63.4K
239 $62M
BND
Vanguard Bd Index Fd Inc Total

ETFs
813
+ 26.2%
$70.55 - $72.66 $57.4K - $59.1K
3.92K $282M
ADI
Analog Devices Inc

Technology
216
New
$183.36 - $240.16 $39.6K - $51.9K
216 $49.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
614
+ 20.6%
$75.81 - $76.76 $46.5K - $47.1K
3.6K $276M
LOW
Lowes Companies Inc

Consumer Cyclical
200
New
$214.27 - $249.28 $42.9K - $49.9K
200 $44.1M
TJX
Tjx Companies Inc

Consumer Cyclical
391
New
$92.66 - $111.05 $36.2K - $43.4K
391 $43M
GOOGL
Alphabet Inc.

Communication Services
40
+ 3.51%
$150.53 - $185.41 $6.02K - $7.42K
1.18K $215M
MSFT
Microsoft Corp

Technology
3
+ 0.2%
$389.33 - $452.85 $1.17K - $1.36K
1.48K $659M
ENB
Enbridge Inc

Energy
1.07K
New
$32.97 - $37.83 $35.3K - $40.6K
1.07K $38.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
269
New
$126.54 - $138.72 $34K - $37.3K
269 $36.8M
RMD
Resmed Inc

Healthcare
151
New
$173.83 - $220.63 $26.2K - $33.3K
151 $28.9M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 2.2%
$704.88 - $870.75 $2.82K - $3.48K
186 $158M
EL
Estee Lauder Companies Inc

Consumer Defensive
203
New
$106.4 - $152.77 $21.6K - $31K
203 $21.6M
UNH
Unitedhealth Group Inc

Healthcare
38
New
$439.2 - $524.63 $16.7K - $19.9K
38 $19.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
89
+ 1.27%
$40.83 - $44.89 $3.63K - $4K
7.08K $310M
LLY
Eli Lilly & CO

Healthcare
13
+ 30.95%
$724.87 - $909.04 $9.42K - $11.8K
55 $50M
NEE
Nextera Energy Inc

Utilities
145
+ 14.8%
$61.7 - $80.02 $8.95K - $11.6K
1.13K $79.7M
Ge Vernova Inc
74
New
N/A
74 $12.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
38
New
$286.24 - $337.0 $10.9K - $12.8K
38 $12.7M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
53
New
$194.47 - $218.2 $10.3K - $11.6K
53 $11.6M
DFSE
Dimensional ETF Tr Dimen Emrgn
7
+ 0.08%
N/A
8.99K $301M
DUHP
Dimensional ETF Tr Dimensional

ETFs
124
+ 0.62%
$29.72 - $32.4 $3.69K - $4.02K
20.1K $643M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.2%
$497.53 - $549.64 $498 - $550
510 $279M
PWR
Quanta Services, Inc.

Industrials
43
New
$243.26 - $283.43 $10.5K - $12.2K
43 $10.9M
GOOG
Alphabet Inc.

Communication Services
7
+ 2.33%
$151.94 - $186.86 $1.06K - $1.31K
307 $56.3M
AVGO
Broadcom Inc.

Technology
6
New
$1204.71 - $1828.87 $7.23K - $11K
6 $9.63M
ANET
Arista Networks, Inc.

Technology
27
New
$245.47 - $350.48 $6.63K - $9.46K
27 $9.46M
DFAR
Dimensional ETF Tr Dimensional

ETFs
569
+ 4.92%
$20.41 - $22.23 $11.6K - $12.6K
12.1K $268M
Activity Summary
Buys All Purchases 97 New Holdings 52 Increased Positions 45 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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