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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
JPM +1,183+$216
OEF +853+$205
PYPL +3,196+$203
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
EPD -9,868-$260
MPW -14,193-$70
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IJH +29,835+$61
AVES +23,102+$1,166
AVUV +12,199+$1,119
DBEF +5,044+$650
DFEM +5,013+$263
XMHQ +3,606+$1,053
IQLT +261+$513
MSFT +206+$96
VO +182+$49
IVW +68+$14
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
PALC -18,070-$368
JHMM -15,521+$283
JQUA -8,078-$372
IJR -7,278-$830
USMV -5,505-$401
IVV -2,718-$709
QQQ -972-$389
TTD -900+$9
DFAS -837+$15
Enzi Wealth Info
Size ($ in 1000's)
At 03/31/2024: $213,118
At 12/31/2023: $207,801

Enzi Wealth holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Enzi Wealth 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Enzi Wealth
As of  03/31/2024, we find all stocks held by Enzi Wealth to be as follows, presented in the table below with each row detailing each Enzi Wealth position, ordered by largest to smallest position size. The all-stocks-held-by-Enzi Wealth table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Enzi Wealth as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
JOHN HANCOCK EXCHANGE TRADED (JHMM) 661,224 -15,521 $35,812
     JHMM661,224-15,521$35,812
ISHARES TR (IVV) 62,008 -2,718 $31,435
     IVV62,008-2,718$31,435
ISHARES TR (IQLT) 461,193 +261 $17,627
     IQLT461,193+261$17,627
EXXON MOBIL CORP 142,451 -9 $17,049
     XOM142,451-9$17,049
ISHARES TR (IJR) 155,221 -7,278 $16,072
     IJR155,221-7,278$16,072
PACER FDS TR 235,563 -18,070 $10,589
     PALC235,563-18,070$10,589
ISHARES TR (USMV) 129,643 -5,505 $10,369
     USMV129,643-5,505$10,369
DBX ETF TR (DBEF) 223,233 +5,044 $8,956
     DBEF223,233+5,044$8,956
INVESCO EXCHANGE TRADED FD T (XMHQ) 85,456 +3,606 $8,927
     XMHQ85,456+3,606$8,927
DIMENSIONAL ETF TRUST (DFAS) 142,960 -837 $8,337
     DFAS142,960-837$8,337
J P MORGAN EXCHANGE TRADED F (JQUA) 126,774 -8,078 $6,394
     JQUA126,774-8,078$6,394
INVESCO QQQ TR 11,011 -972 $4,746
     QQQ11,011-972$4,746
DIMENSIONAL ETF TRUST (DFEM) 166,783 +5,013 $4,196
     DFEM166,783+5,013$4,196
AMERICAN CENTY ETF TR (AVES) 74,629 +23,102 $3,490
     AVES74,629+23,102$3,490
CADENCE DESIGN SYSTEM INC 11,483 UNCH $3,463
     CDNS11,483UNCH$3,463
AMERICAN CENTY ETF TR (AVUV) 38,553 +12,199 $3,399
     AVUV38,553+12,199$3,399
ISHARES TR (IJH) 37,370 +29,835 $2,140
     IJH37,370+29,835$2,140
VANGUARD INDEX FDS (VOO) 3,164 -522 $1,467
     VOO3,164-522$1,467
AMAZON COM INC 7,523 -115 $1,381
     AMZN7,523-115$1,381
APPLE INC 7,576 -138 $1,308
     AAPL7,576-138$1,308
EATON CORP PLC 3,115 UNCH $982
     ETN3,115UNCH$982
ISHARES TR (IWB) 3,006 UNCH $833
     IWB3,006UNCH$833
THE TRADE DESK INC 9,325 -900 $755
     TTD9,325-900$755
COSTCO WHSL CORP NEW 1,017 +7 $731
     COST1,017+7$731
MICROSOFT CORP 1,661 +206 $687
     MSFT1,661+206$687
SPDR DOW JONES INDL AVERAGE (DIA) 1,591 -28 $600
     DIA1,591-28$600
INTEL CORP 12,697 UNCH $561
     INTC12,697UNCH$561
ISHARES TR (IEFA) 7,670 UNCH $549
     IEFA7,670UNCH$549
META PLATFORMS INC 1,048 -113 $524
     META1,048-113$524
PALANTIR TECHNOLOGIES INC 22,925 UNCH $502
     PLTR22,925UNCH$502
BERKSHIRE HATHAWAY INC DEL      $486
     BRK.B1,215UNCH$486
NIKE INC 4,954 UNCH $461
     NKE4,954UNCH$461
AMERIPRISE FINL INC 1,110 UNCH $456
     AMP1,110UNCH$456
JOHNSON & JOHNSON 3,007 UNCH $444
     JNJ3,007UNCH$444
ISHARES TR (IXUS) 6,416 UNCH $422
     IXUS6,416UNCH$422
ISHARES TR (IVW) 4,947 +68 $407
     IVW4,947+68$407
NUTANIX INC 6,500 UNCH $397
     NTNX6,500UNCH$397
ALPHABET INC 2,426 -254 $376
     GOOGL2,426-254$376
ISHARES TR (IVE) 2,119 +12 $376
     IVE2,119+12$376
ALTRIA GROUP INC 9,041 -356 $370
     MO9,041-356$370
SCHWAB CHARLES CORP 5,193 UNCH $370
     SCHW5,193UNCH$370
YETI HLDGS INC 9,241 -280 $347
     YETI9,241-280$347
SPDR S&P 500 ETF TR (SPY) 684 -2 $345
     SPY684-2$345
CONFLUENT INC 11,448 UNCH $325
     CFLT11,448UNCH$325
ABBOTT LABS 2,656 +1 $289
     ABT2,656+1$289
NXP SEMICONDUCTORS N V 1,247 UNCH $287
     NXPI1,247UNCH$287
ISHARES TR (IWR) 3,555 -36 $283
     IWR3,555-36$283
SCHLUMBERGER LTD 5,392 +5 $279
     SLB5,392+5$279
VANGUARD INDEX FDS (VO) 1,075 +182 $255
     VO1,075+182$255
DELL TECHNOLOGIES INC 2,157 -478 $254
     DELL2,157-478$254
ROYAL CARIBBEAN GROUP 2,000 UNCH $254
     RCL2,000UNCH$254
ABBVIE INC 1,363 +1 $248
     ABBV1,363+1$248
TESLA INC 1,512 +8 $244
     TSLA1,512+8$244
CULLEN FROST BANKERS INC 2,000 UNCH $216
     CFR2,000UNCH$216
JOHN HANCOCK EXCHANGE TRADED (JHSC) 5,977 -2 $216
     JHSC5,977-2$216
JPMORGAN CHASE & CO 1,183 +1,183 $216
     JPM1,183+1,183$216
STARBUCKS CORP 2,413 -412 $206
     SBUX2,413-412$206
ISHARES TR (OEF) 853 +853 $205
     OEF853+853$205
PAYPAL HLDGS INC 3,196 +3,196 $203
     PYPL3,196+3,196$203
ENTERPRISE PRODS PARTNERS L $0 (exited)
     EPD0-9,868$0
MEDICAL PPTYS TRUST INC 0 -14,193 $0 (exited)
     MPW0-14,193$0

See Summary: Enzi Wealth Top Holdings
See Details: Top 10 Stocks Held By Enzi Wealth

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