Enzi Wealth Portfolio Holdings
Enzi Wealth
- $224 Million
- Q2 2024
Enzi Wealth has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $224 Million distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Mid C with a value of $36.6M, Ishares Core S&P 500 ETF with a value of $33.3M, Ishares Msci Intl Quality Fact with a value of $18.4M, Ishares Core S&P Sm Cap ETF with a value of $16.7M, and Exxon Mobil Corp with a value of $16.4M.
Examining the 13F form we can see an increase of $2.66M in the current position value, from $221M to 224M.
Enzi Wealth is based out at Austin, TX
Below you can find more details about Enzi Wealth portfolio as well as his latest detailed transactions.