Encompass More Asset Management has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 99 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 $17.7B, Sector 10, Inc. with a value of $7.52B, Starboard Invt Tr with a value of $5.7B, First Tr Ex Td Viii Ft Cboe Ve with a value of $5.47B, and Bondbloxx ETF Tr Bloomberg 6 M with a value of $4.4B.

Examining the 13F form we can see an increase of $31.7B in the current position value, from $89B to 121B.

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 $121 Billion
ETFs: $64.6 Billion
Technology: $4.04 Billion
Consumer Cyclical: $2.54 Billion
Financial Services: $2.29 Billion
Consumer Defensive: $1.82 Billion
Industrials: $1.61 Billion
Energy: $1.44 Billion
Communication Services: $1.4 Billion
Other: $2.11 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $121 Billion
  • Prior Value $89 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 38 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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