Encompass More Asset Management Portfolio Holdings

Encompass More Asset Management

  • $262 Billion
  • Q3 2024

Encompass More Asset Management has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $262 Billion distributed in 189 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Northern Lts Fd Tr Iv Main Buy with a value of $20.4B, Wisdomtree Floating Rate Treas with a value of $19.2B, Sector 10, Inc. with a value of $13.5B, World Gold Trust with a value of $7.79B, and Starboard Invt Tr with a value of $7.4B.

Examining the 13F form we can see an increase of $122B in the current position value, from $140B to 262B.

Encompass More Asset Management is based out at Danville, CA

Below you can find more details about Encompass More Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $262 Billion
ETFs: $142 Billion
Technology: $13 Billion
Consumer Cyclical: $9.16 Billion
Financial Services: $8.28 Billion
Communication Services: $4.44 Billion
Industrials: $3.73 Billion
Healthcare: $3.15 Billion
Energy: $3.07 Billion
Other: $3.74 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$708 Million 0.27% of portfolio
122,335
Q3 2024 New
$0
$577 Million 0.22% of portfolio
86,576
Q3 2024 New
$0
$555 Million 0.21% of portfolio
72,292
Q3 2024 New
$0
$335 Million 0.13% of portfolio
21,229
Q3 2024 New
$0
$165 Million 0.06% of portfolio
12,072
Q3 2024 New
$0
$140 Million 0.05% of portfolio
11,905
Q3 2024 New
$0
$133 Million 0.05% of portfolio
12,937
Q3 2024 New
$0
$127 Million 0.05% of portfolio
13,261
Q3 2024 New
$0
$62.1 Million 0.02% of portfolio
15,332
Q3 2024 New
$6.12M
$4.69 Million 0.0% of portfolio
35,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $262 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 95 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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