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Aryn Sands

@Enclave Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$607.728MTotal holdings123
Assets growth rate3.01%Assets growth rate (2-Q avg)1.51%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Enclave Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Enclave Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 607.728M in assets, with a quarterly growth rate of 3.01% and a 2-quarter average growth rate of 1.51%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.44%
$2.665M
35,239 shares@ $75.64 avg price
DELLDell Technologies Inc
Recent Activity
New Position
0.14%
$848,282
7,361 shares@ $115.25 avg price
VGITVanguard Scottsdale Fds
Recent Activity
New Position
0.08%
$431,810
7,445 shares@ $58.0 avg price
URIUnited Rentals Inc
Recent Activity
New Position
0.07%
$393,078
558 shares@ $704.45 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.06%
$304,425
2,756 shares@ $110.46 avg price
VSTVistra Corp
Recent Activity
New Position
0.05%
$280,152
2,032 shares@ $137.88 avg price
PGRProgressive Corp
Recent Activity
New Position
0.04%
$235,557
983 shares@ $239.64 avg price
GTLSChart Inds Inc
Recent Activity
New Position
0.04%
$228,627
1,198 shares@ $190.85 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.04%
$223,474
930 shares@ $240.3 avg price
LINLinde Plc
Recent Activity
New Position
0.04%
$219,405
524 shares@ $418.72 avg price