Enzi Wealth Reduced Holdings in Q4 2024

Enzi Wealth

  • $243 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-957
- 0.69%
$105.51 - $125.37 $101K - $120K
138K $14.8M
JHMM
John Hancock Multifactor Mid C

ETFs
-9.11K
- 1.52%
$59.61 - $64.8 $543K - $590K
590K $35.2M
ETN
Eaton Corp PLC

Industrials
-985
- 31.62%
$326.96 - $377.52 $322K - $372K
2.13K $706K
IEFA
Ishares Tr

ETFs
-1.43K
- 18.78%
$70.06 - $77.43 $100K - $110K
6.17K $433K
JNJ
Johnson & Johnson

Healthcare
-136
- 4.25%
$143.34 - $165.86 $19.5K - $22.6K
3.07K $443K
CDNS
Cadence Design Systems Inc

Technology
-1.31K
- 11.41%
$249.1 - $324.54 $327K - $425K
10.2K $3.06M
IXUS
Ishares Tr

ETFs
-81
- 1.3%
$65.95 - $72.56 $5.34K - $5.88K
6.16K $407K
INTC
Intel Corp

Technology
-44
- 0.34%
$19.07 - $26.23 $839 - $1.15K
12.7K $254K
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.07%
$164.99 - $203.87 $165 - $204
1.46K $259K
IVE
Ishares S&P 500 Value ETF

ETFs
-83
- 3.98%
$189.5 - $206.17 $15.7K - $17.1K
2K $382K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-24
- 0.3%
$35.21 - $44.8 $845 - $1.08K
7.93K $305K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-222
- 0.6%
$61.68 - $67.87 $13.7K - $15.1K
36.7K $2.29M
ABT
Abbott Laboratories

Healthcare
-34
- 1.21%
$111.93 - $119.39 $3.81K - $4.06K
2.77K $312K
IVW
Ishares S&P 500 Growth ETF

ETFs
-366
- 6.58%
$94.43 - $105.47 $34.6K - $38.6K
5.2K $527K
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.09%
$261.5 - $284.63 $262 - $285
1.15K $303K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2
- 0.16%
$417.69 - $450.94 $835 - $902
1.28K $543K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-28
- 1.0%
$311.11 - $335.64 $8.71K - $9.4K
2.76K $889K
TTD
Trade Desk, Inc.

Technology
-367
- 3.98%
$108.7 - $139.51 $39.9K - $51.2K
8.86K $1.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-113
- 1.03%
$481.22 - $538.17 $54.4K - $60.8K
10.9K $5.57M
IVV
Ishares Core S&P 500 ETF

ETFs
-458
- 0.75%
$570.51 - $610.59 $261K - $280K
60.8K $35.8M
PLTR
Palantir Technologies Inc.

Technology
-773
- 3.44%
$36.46 - $82.38 $28.2K - $63.7K
21.7K $1.64M
Activity Summary
Buys All Purchases 37 New Holdings 3 Increased Positions 34 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Enzi Wealth Portfolio

Follow Enzi Wealth 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 Enzi Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Enzi Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email