Encompass More Asset Management Purchases in Q4 2024

Encompass More Asset Management

  • $303 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
10.7K
+ 7.06%
$34.82 - $37.33 $374K - $401K
163K $5.83B
AMZN
Amazon Com Inc

Consumer Cyclical
84
+ 0.7%
$180.88 - $232.93 $15.2K - $19.6K
12.2K $2.67B
BUCK
Simplify Exchange Traded Fds S
16.4K
+ 10.96%
N/A
166K $4.07B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.55K
New
$198.04 - $221.51 $308K - $344K
1.55K $327M
AZN
Astrazeneca PLC

Healthcare
4.8K
New
$63.2 - $79.58 $303K - $382K
4.8K $314M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.49K
+ 11.07%
N/A
65.1K $3.27B
XBAP
Innovator ETF Tr Us Equity Acc
8.64K
+ 63.64%
$33.19 - $34.23 $287K - $296K
22.2K $758M
XBJL
Innovator Etfs Tr Us Equity Ac
8.64K
+ 63.78%
$33.29 - $34.41 $288K - $297K
22.2K $757M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
10.3K
+ 63.7%
$28.22 - $28.78 $289K - $295K
26.3K $758M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.41K
New
$87.1 - $98.49 $297K - $336K
3.41K $298M
Innovator Etfs Trust
9.04K
New
N/A
9.04K $291M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
5.86K
+ 6.79%
$41.16 - $44.07 $241K - $258K
92.1K $3.88B
OWL
Blue Owl Capital Inc.

Financial Services
9.48K
+ 63.54%
$19.51 - $24.81 $185K - $235K
24.4K $567M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
653
New
$417.69 - $450.94 $273K - $294K
653 $278M
AMAX
Starboard Invt Tr Rh Hedged Mu
53.1K
+ 12.39%
$7.78 - $8.11 $413K - $430K
481K $3.74B
VTI
Vanguard Total Stock Market Et

ETFs
839
+ 17.15%
$280.04 - $302.45 $235K - $254K
5.73K $1.66B
EQIX
Equinix Inc

Real Estate
285
New
$865.69 - $985.0 $247K - $281K
285 $269M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.12K
New
$51.09 - $55.27 $262K - $283K
5.12K $262M
Sharkninja Inc
2.97K
+ 111.86%
N/A
5.63K $548M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.01K
New
$77.25 - $91.3 $232K - $275K
3.01K $257M
SSFI
Strategy Shs Day Hagan/Ned Dav

ETFs
17.8K
+ 15.49%
$20.8 - $21.93 $371K - $391K
133K $2.77B
NTRA
Natera, Inc.

Healthcare
1.05K
+ 45.59%
$117.67 - $174.0 $123K - $182K
3.34K $528M
IBM
International Business Machines Corp

Technology
1.07K
New
$204.9 - $238.04 $219K - $255K
1.07K $235M
AFRM
Affirm Holdings, Inc.

Technology
1.67K
+ 26.49%
$38.48 - $72.86 $64.2K - $122K
7.97K $485M
WFC
Wells Fargo & Company

Financial Services
1.61K
+ 20.83%
$54.98 - $77.35 $88.2K - $124K
9.31K $654M
WINC
Legg Mason ETF Invt Tr Westn A

ETFs
10.1K
+ 12.56%
$23.89 - $24.26 $242K - $245K
90.7K $2.17B
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
5.68K
+ 14.24%
$41.68 - $42.56 $237K - $242K
45.6K $1.9B
TTD
Trade Desk, Inc.

Technology
1.36K
+ 51.59%
$108.7 - $139.51 $148K - $190K
4.01K $471M
FLUD
Franklin Templeton ETF Tr Ultr
6.81K
+ 9.23%
N/A
80.7K $2B
FLGV
Franklin Templeton ETF Trfrank

ETFs
8.56K
+ 36.02%
$20.03 - $21.07 $171K - $180K
32.3K $650M
WMT
Walmart Inc.

Consumer Defensive
1.09K
+ 23.15%
$79.1 - $95.7 $86.3K - $104K
5.8K $524M
GILD
Gilead Sciences, Inc.

Healthcare
1.07K
+ 22.13%
$83.95 - $97.9 $89.5K - $104K
5.88K $544M
PGR
Progressive Corp

Financial Services
678
+ 31.82%
$239.6 - $268.88 $162K - $182K
2.81K $673M
BALT
Innovator Etfs Tr
3.91K
+ 34.5%
$30.76 - $31.55 $120K - $123K
15.2K $478M
JPM
Jpmorgan Chase & CO

Financial Services
170
+ 5.71%
$205.18 - $250.29 $34.9K - $42.5K
3.15K $755M
VRT
Vertiv Holdings CO

Industrials
667
+ 19.18%
N/A
4.15K $471M
ACHR
Archer Aviation Inc.

Industrials
270
+ 1.52%
$2.94 - $11.33 $794 - $3.06K
18K $176M
AGOX
Starboard Invt Tr

ETFs
20.4K
+ 7.96%
$27.16 - $30.0 $555K - $613K
277K $7.52B
RSP
Invesco S&P 500 Equal Weight E

ETFs
732
+ 24.78%
$174.22 - $187.62 $128K - $137K
3.69K $646M
HON
Honeywell International Inc

Industrials
337
+ 17.34%
$202.84 - $236.0 $68.4K - $79.5K
2.28K $515M
HIGH
Simplify Exchange Traded Fds E
5.46K
+ 10.16%
N/A
59.2K $1.36B
HD
Home Depot, Inc.

Consumer Cyclical
303
+ 26.6%
$385.02 - $431.37 $117K - $131K
1.44K $561M
BA
Boeing CO

Industrials
547
New
$138.14 - $180.72 $75.6K - $98.9K
547 $96.8M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
3.46K
+ 4.78%
$7.67 - $9.21 $26.5K - $31.9K
75.8K $651M
Listed Fd Tr
2.73K
+ 7.06%
N/A
41.4K $1.39B
AJG
Arthur J. Gallagher & Co.

Financial Services
285
+ 29.41%
$278.49 - $315.16 $79.4K - $89.8K
1.25K $356M
Franklin Templeton ETF Tr
5.03K
+ 18.27%
N/A
32.6K $810M
USB
Us Bancorp \De\

Financial Services
1.49K
+ 29.62%
$43.98 - $53.66 $65.6K - $80K
6.52K $312M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
202
+ 0.9%
$17.5 - $22.47 $3.54K - $4.54K
22.6K $470M
Activity Summary
Buys All Purchases 138 New Holdings 38 Increased Positions 100 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 3 Puts 0
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