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GOOG has hit a 52 week high
Google annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
Tesla is down 2% today after the company annnouced they will be delaying the new model 3.
MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Enzi Wealth

13F Holdings
Filed: 2025-04-25
Portfolio Value
247.13M arrow_downward -5.88%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001887441
Filing Date
2025-04-25 13:41:47
Address
8500 Bluffstone Cove
Austin
TX
Prior Value
262.55M
Top 10 Holdings %
lock
Portfolio Value
Enzi Wealth
(13F - 2025-03-31)
John Hancock Exchange Traded
JHMM
2025-04-25
Value
34.12M
Shares
611.31K
Portfolio %
13.81%
Ishares Tr
IVV
2025-04-25
Value
34.07M
Shares
62.03K
Portfolio %
13.79%
Ishares Tr
IQLT
2025-04-25
Value
21.99M
Shares
537.69K
Portfolio %
8.90%
Ishares Tr
IJR
2025-04-25
Value
18.01M
Shares
180.29K
Portfolio %
7.29%
Exxon Mobil Corp
XOM
2025-04-25
Value
14.97M
Shares
137.83K
Portfolio %
6.06%
Ishares Tr
USMV
2025-04-25
Value
12.79M
Shares
140.64K
Portfolio %
5.17%
Pacer Fds Tr
PALC
2025-04-25
Value
11.91M
Shares
256.89K
Portfolio %
4.82%
Dbx Etf Tr
DBEF
2025-04-25
Value
10.82M
Shares
255.41K
Portfolio %
4.38%
Invesco Exchange Traded Fd T
XMHQ
2025-04-25
Value
9.70M
Shares
105.61K
Portfolio %
3.93%
Dimensional Etf Trust
DFAS
2025-04-25
Value
9.29M
Shares
160.66K
Portfolio %
3.76%
Top Increases | Enzi Wealth
(2024-12-31 → 2025-03-31)
Ishares Tr
IQLT
2025-04-25
Value Change
arrow_upward 1.40M
Shares
arrow_upward 3.08K
Portfolio % Change
arrow_upward 1.06%
Portfolio %
8.90%
Ishares Tr
USMV
2025-04-25
Value Change
arrow_upward -6957.00
Shares
arrow_upward -496.00
Portfolio % Change
arrow_upward 0.30%
Portfolio %
5.17%
Exxon Mobil Corp
XOM
2025-04-25
Value Change
arrow_upward -145731.00
Shares
arrow_upward -198.00
Portfolio % Change
arrow_upward 0.30%
Portfolio %
6.06%
Dbx Etf Tr
DBEF
2025-04-25
Value Change
arrow_upward 1.38K
Shares
arrow_upward 2.95K
Portfolio % Change
arrow_upward 0.26%
Portfolio %
4.38%
American Centy Etf Tr
AVES
2025-04-25
Value Change
arrow_upward 339.69K
Shares
arrow_upward 4.02K
Portfolio % Change
arrow_upward 0.25%
Portfolio %
2.01%
Dimensional Etf Trust
DFEM
2025-04-25
Value Change
arrow_upward 209.88K
Shares
arrow_upward 5.79K
Portfolio % Change
arrow_upward 0.21%
Portfolio %
2.15%
Tesla Inc
TSLA
2025-04-25
Value Change
arrow_upward 255.56K
Shares
arrow_upward 2.05K
Portfolio % Change
arrow_upward 0.12%
Portfolio %
0.40%
Altria Group Inc
MO
2025-04-25
Value Change
arrow_upward 155.91K
Shares
arrow_upward 1.38K
Portfolio % Change
arrow_upward 0.07%
Portfolio %
0.26%
Johnson & Johnson
JNJ
2025-04-25
Value Change
arrow_upward 94.68K
Shares
arrow_upward 420.00
Portfolio % Change
arrow_upward 0.05%
Portfolio %
0.22%
Philip Morris Intl Inc
PM
2025-04-25
Value Change
arrow_upward 87.89K
Shares
arrow_upward 8.00
Portfolio % Change
arrow_upward 0.04%
Portfolio %
0.13%
Top Decreases | Enzi Wealth
(2024-12-31 → 2025-03-31)
Ishares Tr
IVE
2025-04-25
Value Change
arrow_downward -26734.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.15%
Jpmorgan Chase & Co.
JPM
2025-04-25
Value Change
arrow_downward -26668.00
Shares
arrow_downward -12.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.13%
Tile Shop Hldgs Inc
TTSH
2025-04-25
Value Change
arrow_downward -12700.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.02%
Goldman Sachs Etf Tr
GSLC
2025-04-25
Value Change
arrow_downward -22024.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.08%
Ishares Tr
IWR
2025-04-25
Value Change
arrow_downward -25323.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.09%
Ishares Tr
OEF
2025-04-25
Value Change
arrow_downward -26588.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.09%
Nxp Semiconductors N V
NXPI
2025-04-25
Value Change
arrow_downward -28970.00
Shares
arrow_downward -4.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.10%
Ishares Tr
IJJ
2025-04-25
Value Change
arrow_downward -32724.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.10%
Vanguard Index Fds
VOO
2025-04-25
Value Change
arrow_downward -138630.00
Shares
arrow_downward 132.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.78%
Spdr Dow Jones Indl Average
DIA
2025-04-25
Value Change
arrow_downward -51464.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.21%
Enzi Wealth (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Enzi Wealth
(2024-12-31 → 2025-03-31)
3m Co
MMM
2025-04-25
Value
add_circle 220.26K
Shares
1.59K
Portfolio %
0.09%
% Change
0.09%
Closed Positions | Enzi Wealth
(2024-12-31 → 2025-03-31)
Alphabet Inc
-
2025-01-23
Value
remove_circle 234.63K
Shares
1.17K
Previous %
0.11%
% Change
-0.11%
Ishares Tr
-
2025-01-23
Value
remove_circle 209.88K
Shares
505.00
Previous %
0.11%
% Change
-0.11%
John Hancock Exchange Traded
-
2025-01-23
Value
remove_circle 226.67K
Shares
5.44K
Previous %
0.11%
% Change
-0.11%
Nike Inc
-
2025-01-23
Value
remove_circle 368.27K
Shares
4.97K
Previous %
0.11%
% Change
-0.11%
Texas Instrs Inc
-
2025-01-23
Value
remove_circle 223.26K
Shares
1.13K
Previous %
0.11%
% Change
-0.11%