Aryn Sands

@Enclave Advisors Llc

Latest period2024 - Q4

Reported2d 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
LLYEli Lilly & Co Recent Activity Increased 7.9%	0.06%	$316,767 410 shares@ $772.61 avg price	Increased 7.9%
REGNRegeneron Pharmaceuticals Recent Activity Increased 31.55%	0.05%	$279,234 392 shares@ $712.34 avg price	Increased 31.55%
BNDVanguard Bd Index Fds Recent Activity Increased 0.61%	0.05%	$260,998 3,630 shares@ $71.91 avg price	Increased 0.61%
IWRIshares Tr Recent Activity Increased 0.04%	0.05%	$251,668 2,847 shares@ $88.4 avg price	Increased 0.04%
DEDeere & Co Recent Activity Increased 0.18%	0.04%	$242,858 573 shares@ $423.84 avg price	Increased 0.18%
EOGEog Res Inc Recent Activity Increased 0.13%	0.04%	$202,390 1,651 shares@ $122.59 avg price	Increased 0.13%