Encompass Wealth Advisors, LLC Purchases in Q3 2025

Encompass Wealth Advisors, LLC

  • $289 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
573
+ 0.15%
$108.97 - $121.65 $62.4K - $69.7K
378K $45.6M
IVE
Ishares S&P 500 Value ETF

ETFs
3.11K
+ 1.86%
$194.44 - $206.51 $605K - $643K
170K $35.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.21K
+ 2.26%
$108.46 - $120.63 $348K - $387K
145K $17.2M
IEFA
Ishares Tr

ETFs
5.91K
+ 2.29%
$81.7 - $87.53 $483K - $517K
264K $23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.85K
+ 3.29%
$62.09 - $66.51 $425K - $456K
215K $14M
VEA
Vanguard Ftse Developed Market

ETFs
2.75K
+ 2.4%
$56.02 - $60.3 $154K - $166K
117K $7.02M
NVDA
Nvidia Corp

Technology
342
+ 2.47%
$153.3 - $186.58 $52.4K - $63.8K
14.2K $2.65M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.63K
+ 2.01%
$72.04 - $77.35 $117K - $126K
82.7K $6.34M
MGV
Vanguard Mega Cap Value

ETFs
969
+ 3.46%
$129.46 - $137.85 $125K - $134K
28.9K $3.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
472
New
$567.77 - $614.76 $268K - $290K
472 $289K
VGT
Vanguard Information Technolog

ETFs
336
+ 108.39%
$656.44 - $753.15 $221K - $253K
646 $482K
GOOGL
Alphabet Inc.

Communication Services
1.08K
New
$174.36 - $254.72 $189K - $276K
1.08K $263K
VBR
Vanguard Small Cap Value ETF

ETFs
1.02K
New
$195.41 - $212.37 $199K - $216K
1.02K $212K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.89K
+ 1.82%
$50.47 - $50.74 $196K - $197K
217K $11M
RODM
Hartford Multifactor Developed

ETFs
5.82K
New
$33.53 - $35.95 $195K - $209K
5.82K $206K
VOOV
Vanguard S&P 500 Value ETF

ETFs
258
+ 1.85%
$187.97 - $199.47 $48.5K - $51.5K
14.2K $2.83M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.34K
New
$59.81 - $60.11 $200K - $201K
3.34K $200K
VO
Vanguard Mid Cap ETF

ETFs
37
+ 0.34%
$279.83 - $293.74 $10.4K - $10.9K
11K $3.23M
ASTS
Ast Space Mobile, Inc.

Communication Services
1.1K
+ 2.61%
$36.91 - $60.06 $40.6K - $66.1K
43.3K $2.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
515
+ 1.95%
$49.43 - $54.52 $25.5K - $28.1K
26.9K $1.46M
VNQ
Vanguard Specialized Funds Van

ETFs
655
+ 1.84%
$88.47 - $93.24 $57.9K - $61.1K
36.3K $3.31M
INTC
Intel Corp

Technology
17
+ 0.14%
$19.31 - $35.5 $328 - $604
12K $403K
IEMG
Ishares Inc

ETFs
2.4K
+ 2.66%
N/A
92.5K $4.96M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.05%
$184.85 - $231.54 $185 - $232
2.04K $473K
VTI
Vanguard Total Stock Market Et

ETFs
148
+ 9.05%
$303.93 - $329.86 $45K - $48.8K
1.78K $585K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
198
+ 2.94%
$133.48 - $144.38 $26.4K - $28.6K
6.93K $988K
IYR
Ishares Tr

ETFs
604
+ 10.69%
$94.16 - $98.46 $56.9K - $59.5K
6.26K $607K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1K
+ 4.76%
$48.5 - $50.19 $48.5K - $50.2K
22K $1.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.08K
+ 2.35%
$50.81 - $51.07 $54.9K - $55.2K
47K $2.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.02%
$192.76 - $203.86 $193 - $204
5.82K $1.18M
GE
General Electric CO

Industrials
1
+ 0.1%
$244.75 - $305.63 $245 - $306
1.02K $306K
BA
Boeing CO

Industrials
47
+ 0.94%
$209.79 - $237.38 $9.86K - $11.2K
5.05K $1.09M
XOM
Exxon Mobil Corp

Energy
139
+ 3.61%
$105.83 - $117.22 $14.7K - $16.3K
3.99K $450K
BP
Bp PLC

Energy
21
+ 0.29%
$30.25 - $35.69 $635 - $749
7.26K $250K
PFE
Pfizer Inc

Healthcare
423
+ 2.85%
$23.29 - $25.88 $9.85K - $10.9K
15.3K $389K
MDT
Medtronic PLC

Healthcare
6
+ 0.25%
$87.67 - $95.74 $526 - $574
2.45K $233K
BAC
Bank Of America Corp

Financial Services
1
+ 0.02%
$44.92 - $52.42 $44.9 - $52.4
4.83K $249K
Rocket Lab Corp
4.33K
New
N/A
4.33K $0
Ishares Bitcoin Trust ETF
165
+ 2.2%
N/A
7.66K $0
YEAR
Ab Active Etfs Inc Ultra Short
60
+ 0.46%
N/A
13K $0
T
At&T Inc.

Communication Services
232
+ 1.33%
$26.94 - $29.62 $6.25K - $6.87K
17.7K $500K
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.2%
$66.2 - $71.79 $1.19K - $1.29K
8.87K $606K
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.01%
$69.24 - $79.24 $69.2 - $79.2
7.58K $528K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.05%
$150.47 - $161.22 $451 - $484
6.52K $1M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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