En Rich Financial Partners LLC Portfolio Holdings

En Rich Financial Partners LLC

  • $299 Billion
  • Q3 2024

En Rich Financial Partners LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $299 Billion distributed in 224 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Emerging Mk with a value of $32.1B, Dimensional ETF Trust with a value of $30.1B, Dimensional ETF Tr U S Target with a value of $28.8B, Vanguard Index Fds S&P 500 ETF with a value of $26.6B, and Dimensional ETF Tr Dimensional with a value of $19.9B.

Examining the 13F form we can see an increase of $26.7B in the current position value, from $273B to 299B.

En Rich Financial Partners LLC is based out at Madison, WI

Below you can find more details about En Rich Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $299 Billion
ETFs: $235 Billion
Technology: $3.49 Billion
Financial Services: $1.32 Billion
Healthcare: $1.05 Billion
Consumer Defensive: $747 Million
Consumer Cyclical: $658 Million
Communication Services: $497 Million
Industrials: $442 Million
Other: $832 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$2.18 Billion 0.73% of portfolio
9,356
Q3 2024 Added 0.71%
$3.12T
$635 Million 0.21% of portfolio
1,475
Q2 2024 Added 0.2%
$620B
$539 Million 0.18% of portfolio
1,172
Q4 2023 New
$201B
$489 Million 0.16% of portfolio
790
Q1 2024 Reduced 7.28%
$500B
$266 Million 0.09% of portfolio
2,265
Q4 2023 New
$2.05T
$214 Million 0.07% of portfolio
1,150
Q3 2024 Reduced 0.69%
$439B
$188 Million 0.06% of portfolio
464
Q2 2024 Added 0.22%
$984B
$189 Million 0.06% of portfolio
1,140
Q3 2024 Reduced 3.39%
$273B
$137 Million 0.05% of portfolio
597
Q1 2024 New
$425B
$161 Million 0.05% of portfolio
182
Q3 2024 Reduced 2.15%
$734B
$119 Million 0.04% of portfolio
562
Q3 2024 Reduced 5.86%
$225B
$103 Million 0.03% of portfolio
604
Q3 2024 Reduced 1.63%
$420B
$86.7 Million 0.03% of portfolio
501
Q3 2024 Added 0.2%
$339B
$102 Million 0.03% of portfolio
373
Q1 2024 New
$218B
$78 Million 0.03% of portfolio
256
Q1 2024 New
$1.26T
$87.6 Million 0.03% of portfolio
153
Q1 2024 New
$1.03T
$51.3 Million 0.02% of portfolio
307
Q2 2024 Added 2.33%
$241B
$53.2 Million 0.02% of portfolio
1,000
Q1 2024 New
$381B
$68.9 Million 0.02% of portfolio
1,737
Q3 2024 Added 10.29%
$1.07T
$44.5 Million 0.01% of portfolio
170
Q1 2024 New
$203B
$28.3 Million 0.01% of portfolio
233
Q1 2024 New
$292B
$18.5 Million 0.01% of portfolio
327
Q2 2024 Reduced 12.8%
$717B
$37.5 Million 0.01% of portfolio
42
Q3 2024 Reduced 23.64%
$207B
$28.5 Million 0.01% of portfolio
250
Q1 2024 New
$211B
$24.9 Million 0.01% of portfolio
258
Q3 2024 Added 2.79%
$314B
$14 Million 0.0% of portfolio
95
Q1 2024 New
$313B
$11.1 Million 0.0% of portfolio
56
Q1 2024 New
$243B
$8.25 Million 0.0% of portfolio
102
Q2 2024 Added 0.99%
$206B
$9.62 Million 0.0% of portfolio
123
Q1 2024 New
$256B
$568,000 0.0% of portfolio
5
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 224
  • Current Value $299 Billion
  • Prior Value $273 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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