EnRich Financial Partners LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$300.3M
Holdings
220
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (220 positions)
| Stock | Value |
|---|---|
CMCSACOMCAST CORP NEW | $65K |
SCHFSCHWAB STRATEGIC TR | $63K |
CLMTCALUMET INC | $62K |
CSCOCISCO SYS INC | $59K |
KMBKIMBERLY-CLARK CORP | $59K |
GOOGALPHABET INC | $58K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $52K |
INTCINTEL CORP | $50K |
EMREMERSON ELEC CO | $50K |
DFISDIMENSIONAL ETF TRUST | $50K |
LOWLOWES COS INC | $49K |
FTCFIRST TRUST LRGCP GWT ALPHAD | $47K |
BTCGRAYSCALE BITCOIN MINI TR ET | $47K |
DFAXDIMENSIONAL ETF TRUST | $46K |
SPGIS&P GLOBAL INC | $46K |
ENBENBRIDGE INC | $45K |
SCHVSCHWAB STRATEGIC TR | $45K |
PSXPHILLIPS 66 | $41K |
TAT&T INC | $40K |
LLYELI LILLY & CO | $33K |
BABOEING CO | $33K |
ITWILLINOIS TOOL WKS INC | $31K |
UNPUNION PAC CORP | $31K |
NKENIKE INC | $31K |
SYYSYSCO CORP | $31K |
ABBVABBVIE INC | $29K |
DISDISNEY WALT CO | $29K |
ABTABBOTT LABS | $28K |
4I1PHILIP MORRIS INTL INC | $28K |
KHCKRAFT HEINZ CO | $27K |
IWMISHARES TR | $26K |
PNCPNC FINL SVCS GROUP INC | $25K |
GEVGE VERNOVA INC | $24K |
CVXCHEVRON CORP NEW | $23K |
MSGSMADISON SQUARE GRDN SPRT COR | $23K |
RPVINVESCO EXCHANGE TRADED FD T | $22K |
EFAISHARES TR | $21K |
FISFIDELITY NATL INFORMATION SV | $20K |
ZBHZIMMER BIOMET HOLDINGS INC | $20K |
KMXCARMAX INC | $20K |
HYGISHARES TR | $19K |
SCHXSCHWAB STRATEGIC TR | $19K |
EXASEXACT SCIENCES CORP | $18K |
ASMLASML HOLDING N V | $18K |
EFXEQUIFAX INC | $18K |
ATOATMOS ENERGY CORP | $17K |
HSYHERSHEY CO | $17K |
DDDUPONT DE NEMOURS INC | $17K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $16K |
BUDANHEUSER BUSCH INBEV SA/NV | $16K |
SMSM ENERGY CO | $16K |
WOOFOOT LOCKER INC | $15K |
ELLAUDER ESTEE COS INC | $14K |
BPBP PLC | $14K |
GSKGSK PLC | $14K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $14K |
VOOGVANGUARD ADMIRAL FDS INC | $14K |
MOALTRIA GROUP INC | $14K |
BAXBAXTER INTL INC | $14K |
TJXTJX COS INC NEW | $14K |
ADMARCHER DANIELS MIDLAND CO | $13K |
SCHWSCHWAB CHARLES CORP | $13K |
MMM3M CO | $13K |
MDLZMONDELEZ INTL INC | $13K |
GSGOLDMAN SACHS GROUP INC | $13K |
WBDWARNER BROS DISCOVERY INC | $12K |
VNQVANGUARD INDEX FDS | $12K |
WBAWALGREENS BOOTS ALLIANCE INC | $12K |
SJMSMUCKER J M CO | $11K |
QCOMQUALCOMM INC | $11K |
SCHGSCHWAB STRATEGIC TR | $11K |
EMBISHARES TR | $11K |
JCIJOHNSON CTLS INTL PLC | $10K |
BIIBBIOGEN INC | $10K |
EMLCVANECK ETF TRUST | $10K |
XLYSELECT SECTOR SPDR TR | $10K |
CVSCVS HEALTH CORP | $9K |
MGKVANGUARD WORLD FD | $9K |
WMTWALMART INC | $9K |
MDPEDIATRIX MEDICAL GROUP INC | $9K |
XYZBLOCK INC | $8K |
OXYOCCIDENTAL PETE CORP | $8K |
DFSVDIMENSIONAL ETF TRUST | $8K |
AZNASTRAZENECA PLC | $8K |
FNDXSCHWAB STRATEGIC TR | $7K |
CINFCINCINNATI FINL CORP | $7K |
TRVCCITIGROUP INC | $7K |
XLESELECT SECTOR SPDR TR | $6K |
AEPAMERICAN ELEC PWR CO INC | $6K |
UBERUBER TECHNOLOGIES INC | $6K |
CMGCHIPOTLE MEXICAN GRILL INC | $6K |
ETHGRAYSCALE ETHEREUM MINI TR E | $6K |
EEMISHARES TR | $6K |
NGNOVAGOLD RES INC | $6K |
VOTVANGUARD INDEX FDS | $5K |
GMGENERAL MTRS CO | $5K |
ESTCELASTIC N V | $5K |
FNDASCHWAB STRATEGIC TR | $5K |
STPZPIMCO ETF TR | $5K |
FNDESCHWAB STRATEGIC TR | $4K |