Encompass Wealth Advisors, LLC Incresed Positions in Q1 2025

Encompass Wealth Advisors, LLC

  • $243 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
13.6K
+ 5.81%
$69.57 - $78.65 $945K - $1.07M
247K $18.7M
IVE
Ishares S&P 500 Value ETF

ETFs
5.95K
+ 3.81%
$185.78 - $198.58 $1.11M - $1.18M
162K $30.9M
ASTS
Ast Space Mobile, Inc.

Communication Services
31.1K
+ 85.69%
$17.72 - $33.8 $550K - $1.05M
67.3K $1.53M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.39K
+ 7.42%
$59.28 - $66.1 $320K - $356K
78.1K $4.96M
VEA
Vanguard Ftse Developed Market

ETFs
1.32K
+ 1.17%
$47.4 - $52.99 $62.7K - $70.1K
114K $5.8M
VNQ
Vanguard Specialized Funds Van

ETFs
3.09K
+ 10.05%
$85.55 - $94.34 $264K - $292K
33.8K $3.06M
IEMG
Ishares Inc

ETFs
5.81K
+ 7.17%
N/A
86.8K $4.65M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.71K
+ 17.63%
$333.37 - $384.99 $570K - $658K
11.4K $3.81M
COST
Costco Wholesale Corp

Consumer Defensive
72
+ 1.35%
$890.62 - $1076.86 $64.1K - $77.5K
5.41K $5.11M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.19K
+ 10.11%
$179.71 - $192.06 $213K - $228K
12.9K $2.38M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
984
+ 3.88%
$42.5 - $46.71 $41.8K - $46K
26.4K $1.19M
VZ
Verizon Communications Inc

Communication Services
51
+ 0.41%
$37.81 - $46.49 $1.93K - $2.37K
12.6K $573K
XOM
Exxon Mobil Corp

Energy
188
+ 5.15%
$105.44 - $118.93 $19.8K - $22.4K
3.84K $456K
BA
Boeing CO

Industrials
527
+ 11.79%
$148.15 - $186.25 $78.1K - $98.2K
5K $851K
QQQ
Invesco Qqq Trust, Series 1

ETFs
420
+ 12.91%
$468.34 - $539.52 $197K - $227K
3.67K $1.72M
IYR
Ishares Tr

ETFs
460
+ 9.58%
$89.49 - $98.98 $41.2K - $45.5K
5.26K $504K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
203
+ 3.16%
$110.75 - $119.78 $22.5K - $24.3K
6.63K $766K
BP
Bp PLC

Energy
19
+ 0.26%
$29.93 - $35.31 $569 - $671
7.21K $243K
CSCO
Cisco Systems, Inc.

Technology
23
+ 0.25%
$58.74 - $64.87 $1.35K - $1.49K
9.37K $578K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.02%
$182.82 - $196.21 $183 - $196
5.82K $1.09M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.1%
$225.19 - $279.95 $450 - $560
2.02K $494K
VTI
Vanguard Total Stock Market Et

ETFs
105
+ 6.25%
$271.18 - $303.12 $28.5K - $31.8K
1.78K $490K
IWR
Ishares Russell Mid Cap ETF

ETFs
47
+ 0.9%
$82.81 - $92.93 $3.89K - $4.37K
5.3K $450K
PFE
Pfizer Inc

Healthcare
73
+ 0.53%
$25.01 - $27.13 $1.83K - $1.98K
13.8K $348K
VO
Vanguard Mid Cap ETF

ETFs
63
+ 0.6%
$251.87 - $277.95 $15.9K - $17.5K
10.5K $2.71M
TSLA
Tesla, Inc.

Consumer Cyclical
512
+ 35.51%
$222.15 - $428.22 $114K - $219K
1.95K $506K
IVV
Ishares Core S&P 500 ETF

ETFs
74
+ 1.54%
$554.06 - $615.85 $41K - $45.6K
4.86K $2.73M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.01%
$63.29 - $81.72 $63.3 - $81.7
7.87K $499K
VB
Vanguard Small Cap ETF

ETFs
316
+ 3.24%
$217.89 - $252.64 $68.9K - $79.8K
10.1K $2.23M
GOOG
Alphabet Inc.

Communication Services
125
+ 2.68%
$156.06 - $207.71 $19.5K - $26K
4.79K $748K
NVDA
Nvidia Corp

Technology
182
+ 1.48%
$106.98 - $149.43 $19.5K - $27.2K
12.5K $1.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.42K
+ 3.31%
$57.21 - $65.8 $367K - $422K
200K $11.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.36K
+ 3.31%
$102.49 - $119.96 $447K - $524K
136K $14.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.25K
+ 1.7%
$92.45 - $106.69 $577K - $666K
374K $34.7M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email