Encompass More Asset Management Portfolio Holdings

Encompass More Asset Management

  • $303 Billion
  • Q4 2024

Encompass More Asset Management has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $303 Billion distributed in 189 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $30.2B, Northern Lts Fd Tr Iv Main Buy with a value of $20.3B, Sector 10, Inc. with a value of $15.8B, World Gold Trust with a value of $8.82B, and Ishares Bitcoin Trust ETF with a value of $7.9B.

Examining the 13F form we can see an increase of $41B in the current position value, from $262B to 303B.

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 $303 Billion
ETFs: $165 Billion
Technology: $17.8 Billion
Consumer Cyclical: $12.9 Billion
Financial Services: $10.1 Billion
Industrials: $3.99 Billion
Healthcare: $3.86 Billion
Energy: $3.41 Billion
Communication Services: $3.35 Billion
Other: $5.79 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$720 Million 0.24% of portfolio
126,568
Q4 2024 Added 3.46%
$0
$651 Million 0.21% of portfolio
75,751
Q4 2024 Added 4.78%
$0
$596 Million 0.2% of portfolio
89,833
Q4 2024 Added 3.76%
$0
$338 Million 0.11% of portfolio
22,173
Q4 2024 Added 4.45%
$0
$188 Million 0.06% of portfolio
14,134
Q4 2024 Added 17.08%
$0
$173 Million 0.06% of portfolio
14,660
Q4 2024 Added 23.14%
$0
$126 Million 0.04% of portfolio
12,937
Q3 2024 New
$0
$125 Million 0.04% of portfolio
13,582
Q4 2024 Added 2.42%
$0
$67 Million 0.02% of portfolio
11,215
Q4 2024 New
$0
$60.5 Million 0.02% of portfolio
15,403
Q4 2024 Added 0.46%

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $303 Billion
  • Prior Value $262 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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