Encompass More Asset Management Reduced Holdings in Q3 2025

Encompass More Asset Management

  • $410 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-8.63K
- 10.83%
N/A
71.1K $0
Ishares Bitcoin Trust ETF
-5.08K
- 1.29%
N/A
389K $0
First Tr Exchng Traded Fd Vi
-25.4K
- 29.95%
N/A
59.4K $0
ERC
Allspring Multi Sector Income Fund

Financial Services
-26
- 0.19%
$9.18 - $9.7 $239 - $252
13.7K $130K
BAC
Bank Of America Corp

Financial Services
-625
- 7.75%
$44.92 - $52.42 $28.1K - $32.8K
7.44K $383K
PLUG
Plug Power Inc

Industrials
-3.14K
- 21.0%
$1.37 - $2.65 $4.31K - $8.33K
11.8K $27K
SHEL
Shell PLC

Energy
-4
- 0.07%
$69.82 - $73.93 $279 - $296
5.38K $384K
VUG
Vanguard Growth ETF

ETFs
-30
- 5.07%
$433.97 - $484.08 $13K - $14.5K
562 $269K
XOM
Exxon Mobil Corp

Energy
-40
- 1.29%
$105.83 - $117.22 $4.23K - $4.69K
3.06K $345K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-22
- 1.08%
$181.56 - $190.33 $3.99K - $4.19K
2.02K $383K
ABBV
Abb Vie Inc.

Healthcare
-210
- 14.59%
$184.85 - $231.54 $38.8K - $48.6K
1.23K $284K
WMT
Walmart Inc.

Consumer Defensive
-133
- 2.2%
$94.4 - $104.27 $12.6K - $13.9K
5.92K $609K
WFC
Wells Fargo & Company

Financial Services
-12
- 0.22%
$77.05 - $85.16 $925 - $1.02K
5.46K $457K
AZN
Astrazeneca PLC

Healthcare
-21
- 0.72%
$68.72 - $82.11 $1.44K - $1.72K
2.89K $222K
CVX
Chevron Corp

Energy
-11
- 0.58%
$145.57 - $161.83 $1.6K - $1.78K
1.89K $293K
HD
Home Depot, Inc.

Consumer Cyclical
-38
- 3.27%
$357.4 - $423.42 $13.6K - $16.1K
1.12K $455K
DAL
Delta Air Lines, Inc.

Industrials
-115
- 2.44%
$49.0 - $61.97 $5.64K - $7.13K
4.59K $260K
XDQQ
Innovator Etfs Tr Growth Accel
-4.9K
- 6.46%
$34.77 - $37.81 $170K - $185K
71K $2.68M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-493
- 0.95%
$37.32 - $38.38 $18.4K - $18.9K
51.5K $1.98M
JPM
Jpmorgan Chase & CO

Financial Services
-69
- 3.01%
$282.78 - $316.06 $19.5K - $21.8K
2.22K $701K
HSY
Hershey CO

Consumer Defensive
-29
- 1.3%
$161.95 - $193.45 $4.7K - $5.61K
2.2K $411K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-449
- 0.99%
$43.95 - $45.8 $19.7K - $20.6K
44.8K $2.05M
POCT
Innovator U.S. Equity Power Bu

ETFs
-460
- 0.95%
$41.27 - $43.1 $19K - $19.8K
47.9K $2.06M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-91
- 0.2%
$43.83 - $45.64 $3.99K - $4.15K
46.4K $2.12M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-26
- 0.12%
$20.98 - $26.94 $545 - $700
21.6K $531K
FIX
Comfort Systems Usa Inc

Industrials
-459
- 25.9%
$521.66 - $825.18 $239K - $379K
1.31K $1.08M
IVV
Ishares Core S&P 500 ETF

ETFs
-265
- 3.83%
$620.67 - $670.08 $164K - $178K
6.65K $4.45M
HOOD
Robinhood Markets, Inc.

Technology
-2.95K
- 23.79%
$91.27 - $143.18 $269K - $423K
9.46K $1.35M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-751
- 0.41%
$31.79 - $33.42 $23.9K - $25.1K
182K $6.07M
GOOGL
Alphabet Inc.

Communication Services
-885
- 11.65%
$174.36 - $254.72 $154K - $225K
6.71K $1.63M
TSLA
Tesla, Inc.

Consumer Cyclical
-6.07K
- 25.05%
$293.94 - $444.72 $1.78M - $2.7M
18.2K $8.08M
NVDA
Nvidia Corp

Technology
-497
- 2.02%
$153.3 - $186.58 $76.2K - $92.7K
24.1K $4.51M
APP
App Lovin Corp

Technology
-332
- 14.27%
$335.1 - $718.54 $111K - $239K
1.99K $1.43M
GLDM
World Gold Trust

ETFs
-21.4K
- 9.97%
$64.73 - $76.45 $1.38M - $1.63M
193K $14.8M
Activity Summary
Buys All Purchases 139 New Holdings 61 Increased Positions 78 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Encompass More Asset Management Portfolio

Follow Encompass More Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass More Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Encompass More Asset Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email