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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 190.7%
0.43%
$2.589M
94,769 shares@ $27.33 avg price
PRCTProcept Biorobotics Corp
Recent Activity
Increased 5.35%
0.4%
$2.381M
29,568 shares@ $80.53 avg price
CVXChevron Corp New
Recent Activity
Decreased -3.45%
0.35%
$2.08M
14,359 shares@ $144.85 avg price
METAMeta Platforms Inc
Recent Activity
Increased 29.01%
0.33%
$1.966M
3,358 shares@ $585.53 avg price
EGPEastgroup Pptys Inc
Recent Activity
Decreased -1.58%
0.31%
$1.828M
11,392 shares@ $160.5 avg price
GOOGAlphabet Inc
Recent Activity
Increased 34.42%
0.28%
$1.689M
8,869 shares@ $190.44 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.51%
0.27%
$1.632M
3,227 shares@ $505.88 avg price
IGSBIshares Tr
Recent Activity
Decreased -10.19%
0.27%
$1.62M
31,341 shares@ $51.7 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -26.25%
0.27%
$1.613M
87,205 shares@ $18.51 avg price
FTNTFortinet Inc
Recent Activity
Increased 75.9%
0.26%
$1.539M
16,293 shares@ $94.49 avg price