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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$717M
$53.8 Million 0.02% of portfolio
17,757
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
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