Aryn Sands

@Enclave Advisors Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$607.728M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVONovo-nordisk A S Recent Activity Exited	0%	$835,634 7,018 shares@ $119.08 avg price	Exited
MINTPimco Etf Tr Recent Activity Exited	0%	$502,645 4,992 shares@ $100.7 avg price	Exited
VHTVanguard World Fd Recent Activity Exited	0%	$274,581 973 shares@ $282.21 avg price	Exited
UPSUnited Parcel Service Inc Recent Activity Exited	0%	$256,169 1,879 shares@ $136.34 avg price	Exited
PWRQuanta Svcs Inc Recent Activity Exited	0%	$242,695 814 shares@ $298.16 avg price	Exited
FANGDiamondback Energy Inc Recent Activity Exited	0%	$209,488 1,215 shares@ $172.42 avg price	Exited
VZVerizon Communications Inc Recent Activity Exited	0%	$203,892 4,540 shares@ $44.92 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$201,341 212 shares@ $949.73 avg price	Exited