Enzi Wealth Purchases in Q3 2024

Enzi Wealth

  • $242 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
26.8K
+ 5.69%
$37.37 - $41.82 $1M - $1.12M
499K $20.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.77K
+ 3.05%
$105.53 - $118.34 $503K - $564K
161K $18.9M
IVV
Ishares Core S&P 500 ETF

ETFs
387
+ 0.64%
$520.18 - $576.82 $201K - $223K
61.3K $35.3M
AAPL
Apple Inc.

Technology
7.87K
+ 104.88%
$207.23 - $234.82 $1.63M - $1.85M
15.4K $3.58M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.92K
+ 4.51%
$83.76 - $91.82 $495K - $543K
137K $12.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
8.27K
+ 9.5%
$94.31 - $103.26 $779K - $853K
95.3K $9.77M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.63K
+ 3.17%
$59.25 - $65.33 $275K - $303K
151K $9.78M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
12.2K
+ 5.21%
$45.75 - $50.32 $556K - $611K
245K $12.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.99K
+ 4.69%
$51.29 - $56.57 $307K - $339K
134K $7.57M
AVES
American Centy ETF Tr Avantis

ETFs
7.34K
+ 8.53%
$46.0 - $52.55 $338K - $386K
93.4K $4.87M
AVUV
American Centy ETF Tr Avantis

ETFs
3.6K
+ 8.02%
$88.24 - $99.7 $318K - $359K
48.5K $4.65M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
11K
+ 6.37%
$25.21 - $28.46 $277K - $313K
184K $5.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
454
+ 13.42%
$475.2 - $527.7 $216K - $240K
3.84K $2.03M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.16K
New
$111.9 - $124.28 $242K - $268K
2.16K $267K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2K
New
$97.66 - $119.74 $195K - $239K
2K $223K
JHSC
John Hancock ETF Tr Multifacto

ETFs
5.44K
New
$36.59 - $40.14 $199K - $218K
5.44K $218K
IBM
International Business Machines Corp

Technology
968
New
$175.1 - $223.38 $169K - $216K
968 $214K
PM
Philip Morris International Inc.

Consumer Defensive
1.71K
New
$101.25 - $127.45 $173K - $218K
1.71K $207K
V
Visa Inc.

Financial Services
737
New
$253.74 - $291.56 $187K - $215K
737 $202K
QQQ
Invesco Qqq Trust, Series 1

ETFs
186
+ 1.72%
$434.77 - $502.96 $80.9K - $93.6K
11K $5.37M
TSLA
Tesla, Inc.

Consumer Cyclical
216
+ 13.96%
$191.76 - $263.26 $41.4K - $56.9K
1.76K $461K
KULR
Kulr Technology Group, Inc.

Technology
500K
New
$0.21 - $0.39 $105K - $195K
500K $140K
META
Meta Platforms, Inc.

Communication Services
29
+ 2.76%
$453.41 - $572.44 $13.1K - $16.6K
1.08K $617K
IVW
Ishares S&P 500 Growth ETF

ETFs
685
+ 14.04%
$84.77 - $97.13 $58.1K - $66.5K
5.56K $532K
JNJ
Johnson & Johnson

Healthcare
111
+ 3.59%
$145.48 - $167.38 $16.1K - $18.6K
3.2K $518K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.41%
$405.19 - $478.57 $2.03K - $2.39K
1.22K $561K
NKE
Nike, Inc.

Consumer Cyclical
20
+ 0.4%
$71.09 - $89.44 $1.42K - $1.79K
4.97K $439K
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
10K
New
$5.77 - $7.24 $57.7K - $72.4K
10K $65K
SPY
Spdr S&P 500 ETF Trust

ETFs
72
+ 9.68%
$517.38 - $573.86 $37.3K - $41.3K
816 $468K
MO
Altria Group, Inc.

Consumer Defensive
169
+ 1.87%
$45.95 - $54.71 $7.77K - $9.25K
9.21K $470K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.18%
$391.53 - $469.81 $783 - $940
1.11K $522K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.29%
$801.83 - $917.05 $2.41K - $2.75K
1.05K $926K
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.76%
$163.84 - $199.33 $1.8K - $2.19K
1.46K $288K
VO
Vanguard Mid Cap ETF

ETFs
21
+ 1.86%
$237.84 - $263.83 $4.99K - $5.54K
1.15K $303K
ABT
Abbott Laboratories

Healthcare
14
+ 0.5%
$100.07 - $118.13 $1.4K - $1.65K
2.8K $319K
NVDA
Nvidia Corp

Technology
451
+ 2.95%
$98.91 - $134.91 $44.6K - $60.8K
15.7K $1.91M
NFLX
Netflix Inc

Communication Services
14
+ 4.58%
$598.55 - $722.26 $8.38K - $10.1K
320 $226K
American Centy ETF Tr
99.4K
+ 923.81%
N/A
110K $0
TXN
Texas Instruments Inc

Technology
1
+ 0.09%
$194.6 - $194.6 $195 - $195
1.1K $213K
Ea Series Trust
10.6K
+ 254.42%
N/A
14.7K $0
Grayscale Ethereum Mini Tr E
15K
New
N/A
15K $0
Cheetah Net Supply Chain Inc
14K
New
N/A
14K $0
AMZN
Amazon Com Inc

Consumer Cyclical
172
+ 2.28%
$161.02 - $200.0 $27.7K - $34.4K
7.7K $1.44M
DELL
Dell Technologies Inc.

Technology
12
+ 0.56%
$87.89 - $145.97 $1.05K - $1.75K
2.17K $257K
INTC
Intel Corp

Technology
57
+ 0.45%
$18.9 - $34.87 $1.08K - $1.99K
12.8K $299K
CDNS
Cadence Design Systems Inc

Technology
9
+ 0.08%
$246.84 - $321.11 $2.22K - $2.89K
11.5K $3.11M
Activity Summary
Buys All Purchases 47 New Holdings 10 Increased Positions 37 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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