EnRich Financial Partners LLC
Follow13F filer, CIK 1955091, MADISON, WI
EnRich Financial Partners LLC reported $297,765,567 across 55 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-25. Its ten largest share positions make up 73.19% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001955091-25-000005
- Period
- 2025-03-31
- Reported value
- $298M
- Holdings
- 55
- Top 10 weight
- 73.19%
- New
- 1
- Sold out
- 166
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| FBNDadded | +43,242 | $1.97M |
| DFEMadded | +72,054 | $1.91M |
| PYLDadded | +70,571 | $1.86M |
| VOadded | +5,848 | $1.51M |
| DFICadded | +50,678 | $1.41M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DFASreduced | -21,643 | -$1.29M |
| VOOreduced | -1,556 | -$800K |
| MOATreduced | -4,195 | -$369K |
| AMZNexited | -1,134 | -$249K |
| AVSCexited | -4,278 | -$233K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 55 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| AMZNAMAZON COM INC | 1,134 | $249K | shares |
| AVSCAMERICAN CENTY ETF TR | 4,278 | $233K | shares |
| GOOGLALPHABET INC | 1,140 | $216K | shares |
| IJRISHARES TR | 1,633 | $188K | shares |
| DGROISHARES TR | 2,974 | $182K | shares |
| HDHOME DEPOT INC | 464 | $181K | shares |
| ISRGINTUITIVE SURGICAL INC | 336 | $175K | shares |
| AVDEAMERICAN CENTY ETF TR | 2,847 | $175K | shares |
| ALLALLSTATE CORP | 856 | $165K | shares |
| MGEEMGE ENERGY INC | 1,744 | $164K | shares |
| USBUS BANCORP | 3,325 | $159K | shares |
| HODLVANECK BITCOIN ETF | 1,413 | $149K | shares |
| SAPSAP SE | 597 | $147K | shares |
| JPMJPMORGAN CHASE & CO | 562 | $135K | shares |
| CRMSALESFORCE INC | 373 | $125K | shares |
| VPUVANGUARD WORLD FD | 747 | $122K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 2,403 | $115K | shares |
| VBRVANGUARD INDEX FDS | 551 | $109K | shares |
| SCHASCHWAB STRATEGIC TR | 4,102 | $106K | shares |
| MDYSTATE STR SPDR S&P MIDCAP 40 | 180 | $103K | shares |
| TGTTARGET CORP | 750 | $101K | shares |
| DISVDIMENSIONAL ETF TRUST | 3,766 | $100K | shares |
| PFEPFIZER INC | 3,615 | $95.9K | shares |
| KLACKLA CORP | 152 | $95.8K | shares |
| PEPPEPSICO INC | 603 | $91.8K | shares |
| JNJJOHNSON & JOHNSON | 630 | $91.1K | shares |
| ACWXISHARES TR | 1,733 | $90.4K | shares |
| METAMETA PLATFORMS INC | 153 | $89.6K | shares |
| PGPROCTER & GAMBLE CO | 501 | $84K | shares |
| FISVFISERV INC | 402 | $82.6K | shares |
| FDXFEDEX CORP | 283 | $79.6K | shares |
| SCHMSCHWAB STRATEGIC TR | 2,772 | $76.8K | shares |
| BACBANK OF AMER CORP | 1,737 | $76.3K | shares |
| EMXCISHARES INC | 1,349 | $74.8K | shares |
| MCDMCDONALDS CORP | 256 | $74.2K | shares |
| CTASCINTAS CORP | 396 | $72.3K | shares |
| SCHESCHWAB STRATEGIC TR | 2,651 | $70.6K | shares |
| NEENEXTERA ENERGY INC | 980 | $70.3K | shares |
| LNTALLIANT ENERGY CORP | 1,185 | $70.1K | shares |
| TSLATESLA INC | 170 | $68.7K | shares |
| HPQHP INC | 2,102 | $68.6K | shares |
| AJGGALLAGHER ARTHUR J & CO | 239 | $67.8K | shares |
| LUVSOUTHWEST AIRLS CO | 2,000 | $67.2K | shares |
| LRCXLAM RESEARCH CORP | 930 | $67.2K | shares |
| GEGE AEROSPACE | 398 | $66.4K | shares |
| HIGHARTFORD INSURANCE GROUP INC | 600 | $65.6K | shares |
| CMCSACOMCAST CORP NEW | 1,736 | $65.2K | shares |
| SCHFSCHWAB STRATEGIC TR | 3,384 | $62.6K | shares |
| CLMTCALUMET INC | 2,800 | $61.7K | shares |
| CSCOCISCO SYS INC | 1,000 | $59.2K | shares |
| KMBKIMBERLY-CLARK CORP | 450 | $59K | shares |
| GOOGALPHABET INC | 307 | $58.5K | shares |
| ETHEGRAYSCALE ETHEREUM STAKING E | 1,870 | $52.4K | shares |
| INTCINTEL CORP | 2,500 | $50.1K | shares |
| EMREMERSON ELEC CO | 400 | $49.6K | shares |
| DFISDIMENSIONAL ETF TRUST | 2,016 | $49.5K | shares |
| LOWLOWES COS INC | 200 | $49.4K | shares |
| FTCFIRST TR EXCHANGE-TRADED ALP | 343 | $47.4K | shares |
| BTCGRAYSCALE BITCOIN MINI TR ET | 1,120 | $46.9K | shares |
| DFAXDIMENSIONAL ETF TRUST | 1,854 | $46.1K | shares |
| SPGIS&P GLOBAL INC | 92 | $45.8K | shares |
| ENBENBRIDGE INC | 1,072 | $45.5K | shares |
| SCHVSCHWAB STRATEGIC TR | 1,739 | $45.3K | shares |
| PSXPHILLIPS 66 | 360 | $41K | shares |
| TAT&T INC | 1,748 | $39.8K | shares |
| LLYELI LILLY & CO | 42 | $32.7K | shares |
| BABOEING CO | 184 | $32.6K | shares |
| ITWILLINOIS TOOL WKS INC | 124 | $31.4K | shares |
| UNPUNION PAC CORP | 137 | $31.2K | shares |
| NKENIKE INC | 412 | $31.2K | shares |
| SYYSYSCO CORP | 400 | $30.6K | shares |
| ABBVABBVIE INC | 166 | $29.5K | shares |
| DISDISNEY WALT CO | 258 | $28.8K | shares |
| ABTABBOTT LABORATORIES | 250 | $28.3K | shares |
| PMPHILIP MORRIS INTL INC | 233 | $28K | shares |
| KHCKRAFT HEINZ CO | 882 | $27.1K | shares |
| IWMISHARES TR | 118 | $26.2K | shares |
| PNCPNC FINL SVCS GROUP INC | 132 | $25.5K | shares |
| GEVGE VERNOVA INC | 74 | $24.3K | shares |
| CVXCHEVRON CORPORATION | 159 | $23K | shares |
| MSGSMADISON SQUARE GRDN SPRT COR | 100 | $22.6K | shares |
| RPVINVESCO EXCHANGE TRADED FD T | 248 | $22.4K | shares |
| EFAISHARES TR | 273 | $20.6K | shares |
| FISFIDELITY NATL INFORMATION SV | 251 | $20.3K | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 191 | $20.2K | shares |
| KMXCARMAX INC | 245 | $20K | shares |
| HYGISHARES TR | 247 | $19.4K | shares |
| SCHXSCHWAB STRATEGIC TR | 831 | $19.3K | shares |
| EXASEXACT SCIENCES CORP | 328 | $18.5K | shares |
| ASMLASML HLDG NV | 26 | $18K | shares |
| EFXEQUIFAX INC | 69 | $17.6K | shares |
| ATOATMOS ENERGY CORP | 125 | $17.4K | shares |
| HSYHERSHEY CO | 101 | $17.1K | shares |
| DDDUPONT DE NEMOURS INC | 223 | $17K | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 189 | $16K | shares |
| BUDANHEUSER BUSCH INBEV SA NV | 311 | $15.6K | shares |
| SMSM ENERGY COMPANY | 400 | $15.5K | shares |
| FOOT LOCKER INCFOOT LOCKER INC | 700 | $15.2K | shares |
| ELLAUDER ESTEE COS INC | 190 | $14.2K | shares |
| BPBP PLC | 475 | $14K | shares |
| GSKGSK PLC | 414 | $14K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 179 | $14K | shares |
| VOOGVANGUARD ADMIRAL FDS INC | 38 | $13.9K | shares |
| MOALTRIA GROUP INC | 262 | $13.7K | shares |
| BAXBAXTER INTL INC | 469 | $13.7K | shares |
| TJXTJX COS INC NEW | 113 | $13.7K | shares |
| ADMARCHER DANIELS MIDLAND CO | 260 | $13.1K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 175 | $13K | shares |
| MMM3M CO | 100 | $12.9K | shares |
| MDLZMONDELEZ INTL INC | 212 | $12.7K | shares |
| GSGOLDMAN SACHS GROUP INC | 22 | $12.6K | shares |
| WBDWARNER BROS DISCOVERY INC | 1,148 | $12.1K | shares |
| VNQVANGUARD INDEX FDS | 133 | $11.8K | shares |
| WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC | 1,268 | $11.8K | shares |
| SJMSMUCKER J M CO | 100 | $11K | shares |
| QCOMQUALCOMM INC | 70 | $10.8K | shares |
| SCHGSCHWAB STRATEGIC TR | 384 | $10.7K | shares |
| EMBISHARES TR | 119 | $10.6K | shares |
| JCIJOHNSON CONTROLS INTERNATION | 133 | $10.5K | shares |
| BIIBBIOGEN INC | 66 | $10.1K | shares |
| EMLCVANECK ETF TRUST | 432 | $10K | shares |
| XLYSELECT SECTOR SPDR TR | 44 | $9.87K | shares |
| CVSCVS HEALTH CORP | 207 | $9.29K | shares |
| MGKVANGUARD WORLD FD | 27 | $9.27K | shares |
| WMTWALMART INC | 102 | $9.23K | shares |
| MDPEDIATRIX MEDICAL GROUP INC | 656 | $8.61K | shares |
| XYZBLOCK INC | 100 | $8.5K | shares |
| OXYOCCIDENTAL PETE CORP | 170 | $8.4K | shares |
| DFSVDIMENSIONAL ETF TRUST | 272 | $8.37K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 123 | $8.09K | shares |
| FNDXSCHWAB STRATEGIC TR | 306 | $7.25K | shares |
| CINFCINCINNATI FINL CORP | 50 | $7.18K | shares |
| CCITIGROUP INC | 100 | $7.04K | shares |
| XLESELECT SECTOR SPDR TR | 75 | $6.42K | shares |
| AEPAMERICAN ELEC PWR CO INC | 69 | $6.36K | shares |
| UBERUBER TECHNOLOGIES INC | 100 | $6.03K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 100 | $6.03K | shares |
| ETHGRAYSCALE ETHEREUM STAKING | 187 | $5.89K | shares |
| EEMISHARES TR | 139 | $5.81K | shares |
| NGNOVAGOLD RESOURCES INC | 1,710 | $5.69K | shares |
| VOTVANGUARD INDEX FDS | 21 | $5.33K | shares |
| GMGENERAL MTRS CO | 100 | $5.33K | shares |
| ESTCELASTIC N V | 50 | $4.95K | shares |
| FNDASCHWAB STRATEGIC TR | 158 | $4.69K | shares |
| STPZPIMCO ETF TR | 88 | $4.64K | shares |
| FNDESCHWAB STRATEGIC TR | 152 | $4.42K | shares |
| FNDFSCHWAB STRATEGIC TR | 122 | $4.05K | shares |
| IEMGISHARES INC | 74 | $3.86K | shares |
| BRSPBRIGHTSPIRE CAPITAL INC | 541 | $3.05K | shares |
| PYPLPAYPAL HLDGS INC | 35 | $2.99K | shares |
| ADSKAUTODESK INC | 9 | $2.66K | shares |
| PARAMOUNT GLOBALPARAMOUNT GLOBAL | 225 | $2.35K | shares |
| QSQUANTUMSCAPE CORP | 450 | $2.34K | shares |
| EBAYEBAY INC. | 35 | $2.17K | shares |
| SOLVSOLVENTUM CORP | 25 | $1.65K | shares |
| SPYVSPDR SERIES TRUST | 22 | $1.12K | shares |
| VTRSVIATRIS INC | 78 | $971 | shares |
| DLTHDULUTH HLDGS INC | 300 | $927 | shares |
| IWRISHARES TR | 10 | $884 | shares |
| SPYGSPDR SERIES TRUST | 8 | $703 | shares |
| LFVNLIFEVANTAGE CORP | 29 | $508 | shares |
| MRKMERCK & CO INC | 5 | $497 | shares |
| AVNSAVANOS MED INC | 29 | $462 | shares |
| BYNDBEYOND MEAT INC | 100 | $376 | shares |
| CELLECTAR BIOSCIENCES INCCELLECTAR BIOSCIENCES INC | 102 | $30 | shares |
| AMPLIFY ALTERNATIVE HARVEST…AMPLIFY ALTERNATIVE HARVEST ETF | 5 | $11 | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001955091-25-000005 | base | 2025-04-25 | acceptance time not in the bulk data set |