Encompass More Asset Management has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $335 Billion distributed in 192 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 $19.9B, Wisdomtree Floating Rate Treas with a value of $14.3B, Ishares Barclays 20+ Year Trea with a value of $12.9B, Sector 10, Inc. with a value of $12.1B, and Ishares Bitcoin Trust ETF with a value of $11.9B.
Examining the 13F form we can see an increase of $31.8B in the current position value, from $303B to 335B.
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
$335 Billion
ETFs: $186 Billion
Technology: $15.8 Billion
Consumer Cyclical: $10.6 Billion
Financial Services: $9.1 Billion
Industrials: $4.46 Billion
Communication Services: $4.24 Billion
Healthcare: $3.7 Billion
Energy: $3.36 Billion
Other: $5.88 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
