En Rich Financial Partners LLC Reduced Holdings in Q3 2024

En Rich Financial Partners LLC

  • $299 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-135
- 26.47%
$520.18 - $576.82 $70.2K - $77.9K
375 $216M
TJX
Tjx Companies Inc

Consumer Cyclical
-278
- 71.1%
$107.93 - $120.23 $30K - $33.4K
113 $13.3M
GOOGL
Alphabet Inc.

Communication Services
-40
- 3.39%
$148.65 - $191.18 $5.95K - $7.65K
1.14K $189M
LLY
Eli Lilly & CO

Healthcare
-13
- 23.64%
$772.14 - $960.02 $10K - $12.5K
42 $37.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-8
- 0.69%
$161.02 - $200.0 $1.29K - $1.6K
1.15K $214M
QCOM
Qualcomm Inc

Technology
-18
- 20.45%
$156.12 - $209.64 $2.81K - $3.77K
70 $11.9M
EL
Estee Lauder Companies Inc

Consumer Defensive
-13
- 6.4%
$84.18 - $106.5 $1.09K - $1.38K
190 $18.9M
C
Citigroup Inc

Financial Services
-37
- 27.01%
$56.11 - $67.61 $2.08K - $2.5K
100 $6.26M
JPM
Jpmorgan Chase & CO

Financial Services
-35
- 5.86%
$194.9 - $224.8 $6.82K - $7.87K
562 $119M
IFF
International Flavors & Fragrances Inc

Basic Materials
-27
- 12.5%
$93.14 - $105.12 $2.51K - $2.84K
189 $19.8M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-128
- 6.88%
$50.99 - $57.81 $6.53K - $7.4K
1.73K $99.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
-12
- 5.11%
$77.22 - $89.49 $927 - $1.07K
223 $19.9M
EFX
Equifax Inc

Industrials
-10
- 12.66%
$236.42 - $307.13 $2.36K - $3.07K
69 $20.3M
PEP
Pepsico Inc

Consumer Defensive
-10
- 1.63%
$161.9 - $179.3 $1.62K - $1.79K
604 $103M
NEE
Nextera Energy Inc

Utilities
-145
- 12.89%
$69.9 - $84.97 $10.1K - $12.3K
980 $82.8M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 2.15%
$801.83 - $917.05 $3.21K - $3.67K
182 $161M
Vanguard Wellington Fd
-11
- 0.31%
N/A
3.53K $358M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2
- 0.22%
$75.47 - $83.18 $151 - $166
897 $74.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-19
- 0.22%
$25.23 - $27.94 $479 - $531
8.54K $237M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.6%
$517.38 - $573.86 $1.55K - $1.72K
498 $286M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-749
- 3.73%
$30.74 - $34.07 $23K - $25.5K
19.4K $659M
VTI
Vanguard Total Stock Market Et

ETFs
-79
- 2.93%
$255.18 - $283.2 $20.2K - $22.4K
2.62K $740M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-68
- 0.52%
$37.68 - $42.0 $2.56K - $2.86K
13.1K $543M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-19
- 0.04%
$25.73 - $28.81 $489 - $547
53.1K $1.51B
VV
Vanguard Large Cap ETF

ETFs
-132
- 2.07%
$236.92 - $263.4 $31.3K - $34.8K
6.24K $1.64B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-101
- 0.38%
$37.33 - $40.63 $3.77K - $4.1K
26.4K $1.07B
DFSU
Dimensional ETF Tr Dimen Us Su
-55
- 0.14%
N/A
38.7K $1.44B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-95
- 0.1%
$56.04 - $62.2 $5.32K - $5.91K
92.9K $5.78B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-203
- 0.14%
$38.51 - $41.69 $7.82K - $8.46K
142K $5.91B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-857
- 0.83%
$85.84 - $85.84 $73.6K - $73.6K
103K $9.94B
Activity Summary
Buys All Purchases 48 New Holdings 9 Increased Positions 39 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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