Enzi Wealth Reduced Holdings in Q3 2025

Enzi Wealth

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-297
- 28.34%
$915.95 - $994.57 $272K - $295K
751 $695K
DELL
Dell Technologies Inc.

Technology
-1.05K
- 38.76%
$120.96 - $141.77 $127K - $149K
1.66K $235K
VO
Vanguard Mid Cap ETF

ETFs
-136
- 13.41%
$279.83 - $293.74 $38.1K - $39.9K
878 $257K
AMZN
Amazon Com Inc

Consumer Cyclical
-121
- 1.63%
$211.65 - $238.24 $25.6K - $28.8K
7.3K $1.6M
PLTR
Palantir Technologies Inc.

Technology
-3.12K
- 25.84%
$130.68 - $186.97 $407K - $583K
8.94K $1.63M
JHSC
John Hancock ETF Tr Multifacto

ETFs
-280
- 5.15%
$39.08 - $42.37 $10.9K - $11.9K
5.16K $215K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-6
- 0.32%
$121.46 - $130.92 $729 - $786
1.86K $242K
IVE
Ishares S&P 500 Value ETF

ETFs
-24
- 1.18%
$194.44 - $206.51 $4.67K - $4.96K
2.01K $414K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-9
- 0.71%
$435.72 - $463.74 $3.92K - $4.17K
1.27K $586K
IVW
Ishares S&P 500 Growth ETF

ETFs
-153
- 2.92%
$108.97 - $121.65 $16.7K - $18.6K
5.09K $614K
ORCL
Oracle Corp

Technology
-12
- 1.26%
$218.96 - $328.33 $2.63K - $3.94K
941 $264K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-108
- 2.89%
$567.77 - $614.76 $61.3K - $66.4K
3.63K $2.22M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-171
- 0.47%
$62.09 - $66.51 $10.6K - $11.4K
36.3K $2.37M
CDNS
Cadence Design Systems Inc

Technology
-200
- 1.96%
$309.46 - $373.37 $61.9K - $74.7K
9.98K $3.51M
TSLA
Tesla, Inc.

Consumer Cyclical
-125
- 3.3%
$293.94 - $444.72 $36.7K - $55.6K
3.66K $1.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-151
- 1.39%
$546.99 - $602.2 $82.6K - $90.9K
10.7K $6.41M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-740
- 0.37%
$29.55 - $32.52 $21.9K - $24.1K
197K $6.31M
AAPL
Apple Inc.

Technology
-600
- 4.01%
$202.38 - $256.87 $121K - $154K
14.4K $3.66M
XOM
Exxon Mobil Corp

Energy
-139
- 0.1%
$105.83 - $117.22 $14.7K - $16.3K
138K $15.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.54K
- 0.86%
$108.46 - $120.63 $167K - $186K
179K $21.2M
JHMM
John Hancock Multifactor Mid C

ETFs
-3.74K
- 0.62%
$61.22 - $65.26 $229K - $244K
603K $39M
IVV
Ishares Core S&P 500 ETF

ETFs
-363
- 0.59%
$620.67 - $670.08 $225K - $243K
60.9K $40.8M
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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