En Rich Financial Partners LLC Purchases in Q4 2024

En Rich Financial Partners LLC

  • $300 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
22.1K
+ 12.12%
$49.79 - $51.14 $1.1M - $1.13M
204K $10.2B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
20.6K
+ 14.74%
$47.98 - $49.47 $990K - $1.02M
161K $7.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
287
+ 0.57%
$521.84 - $558.82 $150K - $160K
50.8K $27.4B
FSMB
First Tr Et Fd Iii Short Durat

ETFs
37.1K
+ 12.2%
$19.8 - $20.06 $735K - $744K
341K $6.77B
AVUV
American Centy ETF Tr Avantis

ETFs
6.49K
+ 40.37%
$94.37 - $106.41 $613K - $691K
22.6K $2.18B
AVLV
American Centy ETF Tr Avantis
7.6K
+ 16.32%
$65.51 - $71.22 $498K - $541K
54.2K $3.62B
VO
Vanguard Mid Cap ETF

ETFs
1.61K
+ 3.68%
$261.5 - $284.63 $420K - $457K
45.3K $12B
Vanguard Wellington Fd
3.48K
+ 98.7%
N/A
7.01K $702M
QQQ
Invesco Qqq Trust, Series 1

ETFs
371
+ 255.86%
$481.22 - $538.17 $179K - $200K
516 $264M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
314
+ 26.79%
$442.29 - $483.08 $139K - $152K
1.49K $674M
SPY
Spdr S&P 500 ETF Trust

ETFs
195
+ 39.16%
$567.81 - $607.81 $111K - $119K
693 $406M
DFAS
Dimensional ETF Tr U S Small C

ETFs
835
+ 0.31%
$63.58 - $71.15 $53.1K - $59.4K
270K $17.6B
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 41.76%
$873.59 - $994.69 $66.4K - $75.6K
258 $236M
Vaneck Bitcoin ETF
302
+ 27.18%
N/A
1.41K $149M
Lam Research Corp
930
New
N/A
930 $67.2M
Grayscale Bitcoin Mini Tr Et
1.12K
New
N/A
1.12K $46.9M
UNP
Union Pacific Corp

Industrials
137
New
$223.15 - $249.32 $30.6K - $34.2K
137 $31.2M
DFSU
Dimensional ETF Tr Dimen Us Su
3
+ 0.01%
N/A
38.7K $1.47B
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.51K
+ 158.15%
$25.33 - $51.16 $63.7K - $129K
4.1K $106M
NKE
Nike, Inc.

Consumer Cyclical
273
+ 196.4%
$73.36 - $89.13 $20K - $24.3K
412 $31.2M
ABBV
Abb Vie Inc.

Healthcare
110
+ 196.43%
$164.99 - $203.87 $18.1K - $22.4K
166 $29.5M
ASML
Asml Holding Nv

Technology
26
New
$658.43 - $872.27 $17.1K - $22.7K
26 $18M
MGEE
Mge Energy Inc

Utilities
139
+ 8.66%
$88.55 - $108.16 $12.3K - $15K
1.74K $164M
GS
Goldman Sachs Group Inc

Financial Services
22
New
$486.1 - $608.57 $10.7K - $13.4K
22 $12.6M
CVX
Chevron Corp

Energy
64
+ 67.37%
$141.15 - $162.53 $9.03K - $10.4K
159 $23M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.25K
+ 255.62%
$25.79 - $80.4 $32.2K - $101K
1.74K $45.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
438
+ 19.79%
$26.63 - $30.23 $11.7K - $13.2K
2.65K $70.6M
Grayscale Ethereum Mini Tr E
187
New
N/A
187 $5.89M
AVDE
American Centy ETF Tr Avantis

ETFs
287
+ 11.21%
$60.9 - $66.69 $17.5K - $19.1K
2.85K $175M
SCHX
Schwab Strategic Tr Us Large C

ETFs
583
+ 235.08%
$22.4 - $68.28 $13.1K - $39.8K
831 $19.3M
PFE
Pfizer Inc

Healthcare
385
+ 11.92%
$24.8 - $30.19 $9.55K - $11.6K
3.62K $95.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.88K
+ 209.03%
$27.54 - $83.04 $51.6K - $156K
2.77K $76.8M
DFSB
Dimensional ETF Tr Dimensional
212
+ 5.48%
N/A
4.08K $208M
SCHG
Schwab Strategic Tr Us Large C

ETFs
296
+ 336.36%
$25.93 - $105.3 $7.68K - $31.2K
384 $10.7M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
7
+ 0.05%
$40.82 - $45.39 $286 - $318
13.1K $544M
RPV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.4%
$87.41 - $97.21 $87.4 - $97.2
248 $22.4M
FNDA
Schwab Fundamental U S Small C

ETFs
79
+ 100.0%
$29.26 - $59.11 $2.31K - $4.67K
158 $4.69M
FNDX
Schwab Fundamental U S Large C

ETFs
204
+ 200.0%
$23.49 - $71.77 $4.79K - $14.6K
306 $7.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.82K
+ 116.65%
$18.41 - $40.87 $33.5K - $74.5K
3.38K $62.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
600
+ 7.97%
$44.04 - $49.49 $26.4K - $29.7K
8.13K $358M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
32
+ 0.89%
$77.02 - $78.58 $2.46K - $2.51K
3.63K $281M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
29
+ 0.64%
$74.5 - $78.37 $2.16K - $2.27K
4.53K $339M
DFSE
Dimensional ETF Tr Dimen Emrgn
131
+ 1.37%
N/A
9.66K $320M
DFSI
Dimensional ETF Tr Dimen Intl
117
+ 1.24%
N/A
9.54K $313M
Pimco ETF Tr
12.5K
+ 1.75%
N/A
730K $18.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.5K
+ 2.78%
$44.87 - $46.86 $473K - $494K
390K $17.5B
DFIC
Dimensional ETF Tr Dimensional

ETFs
53.4K
+ 7.56%
$25.61 - $28.0 $1.37M - $1.49M
759K $19.6B
AVEM
American Centy ETF Tr Avantis

ETFs
2K
+ 2.88%
$58.59 - $66.14 $117K - $132K
71.3K $4.19B
DFIV
Dimensional ETF Tr

ETFs
3
+ 0.0%
$34.86 - $37.97 $105 - $114
309K $11B
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track En Rich Financial Partners LLC Portfolio

Follow En Rich Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of En Rich Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on En Rich Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email