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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
VTWOVanguard Scottsdale Fds
Recent Activity
Increased 126.64%
0.17%
$987,978
11,060 shares@ $89.33 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 3.5%
0.16%
$914,913
26,807 shares@ $34.13 avg price
ABBVAbbvie Inc
Recent Activity
Increased 2.87%
0.11%
$613,465
3,452 shares@ $177.72 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 110.99%
0.09%
$527,985
10,412 shares@ $50.71 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.43%
0.09%
$496,134
2,140 shares@ $231.84 avg price
NEENextera Energy Inc
Recent Activity
Increased 2.83%
0.09%
$487,194
6,796 shares@ $71.69 avg price
RTXRtx Corporation
Recent Activity
Increased 5.53%
0.08%
$451,033
3,898 shares@ $115.71 avg price
AXPAmerican Express Co
Recent Activity
Increased 0.07%
0.08%
$434,180
1,463 shares@ $296.78 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 12.58%
0.07%
$403,290
1,916 shares@ $210.49 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 165.36%
0.07%
$389,271
14,048 shares@ $27.72 avg price