EnRich Financial Partners LLC Portfolio Holdings
Q3 2025•63 long positions•$351.4M portfolio value
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Holding63 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $40.8M 11.61% | +$325.9K Bought | — 1.3M shares | 1.3M → 1.3M +$325.9K | +0.8% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $34.9M 9.92% | +$1.9M Bought | — 1.1M shares | 1.0M → 1.1M +$1.9M | +5.74% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $30.9M 8.79% | +$51.3K Bought | — 939.2K shares | 937.6K → 939.2K +$51.3K | +0.17% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $30.8M 8.76% | +$113.5K Bought | — 528.7K shares | 526.8K → 528.7K +$113.5K | +0.37% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $27.5M 7.83% | +$155.5K Bought | — 44.9K shares | 44.7K → 44.9K +$155.5K | +0.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $22.7M 6.47% | +$395.4K Bought | — 847.5K shares | 832.7K → 847.5K +$395.4K | +1.77% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $22.0M 6.25% | +$849.1K Bought | — 475.2K shares | 456.9K → 475.2K +$849.1K | +4.02% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.1M 4.87% | +$231.5K Bought | — 250.1K shares | 246.7K → 250.1K +$231.5K | +1.37% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.6M 4.43% | +$271.4K Bought | — 52.9K shares | 52.0K → 52.9K +$271.4K | +1.78% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $14.9M 4.24% | -$60.1K Sold | — 323.3K shares | 324.6K → 323.3K −$60.1K | -0.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.5M 2.98% | +$339.0K Bought | — 384.3K shares | 371.8K → 384.3K +$339.0K | +3.34% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $8.6M 2.45% | +$77.7K Bought | — 86.8K shares | 86.0K → 86.8K +$77.7K | +0.91% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.3M 2.37% | +$322.0K Bought | — 175.0K shares | 168.2K → 175.0K +$322.0K | +4.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.7M 2.19% | +$36.5K Bought | — 383.7K shares | 381.9K → 383.7K +$36.5K | +0.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.1M 2.01% | -$30.9K Sold | — 97.4K shares | 97.9K → 97.4K −$30.9K | -0.44% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.0M 1.72% | -$51.5K Sold | — 135.3K shares | 136.5K → 135.3K −$51.5K | -0.84% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.9M 1.67% | +$312.4K Bought | — 81.2K shares | 76.8K → 81.2K +$312.4K | +5.63% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.6M 1.6% | -$91.8K Sold | — 74.9K shares | 76.1K → 74.9K −$91.8K | -1.61% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.6M 1.59% | +$187.5K Bought | — 11.6K shares | 11.2K → 11.6K +$187.5K | +3.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.0M 1.13% | +$276.9K Bought | — 39.9K shares | 37.1K → 39.9K +$276.9K | +7.5% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $2.3M 0.665% | -$8.1K Sold | 0.0% 9.2K shares | 9.2K → 9.2K −$8.1K | -0.35% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.491% | -$3.4K Sold | — 5.6K shares | 5.6K → 5.6K −$3.4K | -0.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 0.458% | -$23.9K Sold | — 50.5K shares | 51.2K → 50.5K −$23.9K | -1.46% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.407% | +$10.7K Bought | — 33.7K shares | 33.5K → 33.7K +$10.7K | +0.75% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.329% | +$3.5K Bought | — 17.7K shares | 17.7K → 17.7K +$3.5K | +0.31% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.321% | -$1.4K Sold | — 25.0K shares | 25.0K → 25.0K −$1.4K | -0.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $920.4K 0.262% | — | — 2.0K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $771.0K 0.219% | -$23.2K Sold | — 13.5K shares | 13.9K → 13.5K −$23.2K | -2.92% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $761.1K 0.217% | +$5.0K Bought | — 9.6K shares | 9.6K → 9.6K +$5.0K | +0.66% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $759.5K 0.216% | -$40.9K Sold | 0.0% 1.5K shares | 1.5K → 1.5K −$40.9K | -5.11% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $747.1K 0.213% | — | 0.0% 1.5K shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $703.7K 0.2% | -$5.5K Sold | — 6.9K shares | 7.0K → 6.9K −$5.5K | -0.78% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $688.7K 0.196% | -$6.3K Sold | — 9.4K shares | 9.4K → 9.4K −$6.3K | -0.91% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $583.3K 0.166% | -$15.9K Sold | — 15.4K shares | 15.9K → 15.4K −$15.9K | -2.66% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $498.4K 0.142% | +$656.2 Bought | — 1.5K shares | 1.5K → 1.5K +$656.2 | +0.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $495.2K 0.141% | — | — 10.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $491.0K 0.14% | -$10.6K Sold | — 12.7K shares | 13.0K → 12.7K −$10.6K | -2.11% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $489.5K 0.139% | -$698.5 Sold | — 5.6K shares | 5.6K → 5.6K −$698.5 | -0.14% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $489.4K 0.139% | +$2.8K Bought | — 12.0K shares | 11.9K → 12.0K +$2.8K | +0.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $443.8K 0.126% | — | — 666.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $438.8K 0.125% | -$1.5K Sold | — 8.1K shares | 8.1K → 8.1K −$1.5K | -0.34% | — — | Q4 2023 Held for 1y 11m | |
Medical - Diagnostics & Research Healthcare | $383.2K 0.109% | — | 0.0% 790.0 shares | — | — | $183.15B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $380.0K 0.108% | -$1.5K Sold | — 9.2K shares | 9.3K → 9.2K −$1.5K | -0.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $358.2K 0.102% | +$19.7K Bought | — 7.2K shares | 6.8K → 7.2K +$19.7K | +5.83% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $356.8K 0.102% | -$53.4K Sold | — 4.6K shares | 5.3K → 4.6K −$53.4K | -13.02% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $352.8K 0.1% | -$5.8K Sold | — 1.9K shares | 1.9K → 1.9K −$5.8K | -1.61% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $328.7K 0.094% | +$3.1K Bought | — 4.4K shares | 4.4K → 4.4K +$3.1K | +0.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $324.1K 0.092% | -$15.5K Sold | — 4.4K shares | 4.6K → 4.4K −$15.5K | -4.56% | — — | Q4 2023 Held for 1y 11m | |
Medical - Devices Healthcare | $322.3K 0.092% | +$322.3K Bought | 0.0% 2.4K shares | — | — | $233.12B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $309.2K 0.088% | — | — 515.0 shares | — | — | — — | Q1 2024 Held for 1y 8m |
