Encompass Wealth Advisors, LLC Incresed Positions in Q2 2025

Encompass Wealth Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
3.7K
+ 0.99%
$82.96 - $110.1 $307K - $408K
378K $41.6M
IEFA
Ishares Tr

ETFs
10.4K
+ 4.21%
$67.83 - $84.09 $707K - $877K
258K $21.5M
IVE
Ishares S&P 500 Value ETF

ETFs
5.21K
+ 3.21%
$168.34 - $195.42 $878K - $1.02M
167K $32.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.54K
+ 4.07%
$90.56 - $109.49 $502K - $607K
142K $15.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.04K
+ 4.02%
$51.16 - $62.02 $412K - $499K
208K $12.9M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.98K
+ 3.81%
$57.14 - $72.68 $170K - $216K
81K $5.89M
NVDA
Nvidia Corp

Technology
1.36K
+ 10.88%
$94.31 - $157.99 $128K - $215K
13.8K $2.19M
VEA
Vanguard Ftse Developed Market

ETFs
267
+ 0.23%
$45.65 - $57.01 $12.2K - $15.2K
114K $6.53M
IVV
Ishares Core S&P 500 ETF

ETFs
579
+ 11.9%
$498.8 - $620.9 $289K - $360K
5.44K $3.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
261
+ 7.11%
$416.06 - $551.64 $109K - $144K
3.93K $2.17M
VO
Vanguard Mid Cap ETF

ETFs
455
+ 4.34%
$228.54 - $279.83 $104K - $127K
10.9K $3.06M
META
Meta Platforms, Inc.

Communication Services
11
+ 0.53%
$484.66 - $738.09 $5.33K - $8.12K
2.1K $1.55M
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 0.54%
$908.13 - $1056.85 $26.3K - $30.6K
5.44K $5.38M
VOOV
Vanguard S&P 500 Value ETF

ETFs
974
+ 7.53%
$162.65 - $188.71 $158K - $184K
13.9K $2.63M
VB
Vanguard Small Cap ETF

ETFs
209
+ 2.08%
$193.73 - $237.37 $40.5K - $49.6K
10.3K $2.43M
BA
Boeing CO

Industrials
3
+ 0.06%
$136.59 - $217.51 $410 - $653
5K $1.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4K
+ 23.5%
$48.13 - $49.85 $193K - $199K
21K $1.03M
IEMG
Ishares Inc

ETFs
3.35K
+ 3.86%
N/A
90.1K $4.83M
CCL
Carnival Corp

Consumer Cyclical
466
+ 2.9%
$16.43 - $28.12 $7.66K - $13.1K
16.5K $465K
ORCL
Oracle Corp

Technology
72
+ 4.55%
$122.82 - $218.63 $8.84K - $15.7K
1.66K $361K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
105
+ 1.58%
$104.23 - $134.39 $10.9K - $14.1K
6.74K $905K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
30
+ 0.11%
$39.89 - $49.46 $1.2K - $1.48K
26.4K $1.31M
VNQ
Vanguard Specialized Funds Van

ETFs
1.77K
+ 5.22%
$79.79 - $91.42 $141K - $161K
35.6K $3.17M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.6%
$210.28 - $289.91 $2.52K - $3.48K
2.03K $587K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
487
+ 14.43%
$483.48 - $539.8 $235K - $263K
3.86K $1.88M
AMAT
Applied Materials Inc

Technology
53
+ 3.42%
$126.95 - $183.52 $6.73K - $9.73K
1.6K $293K
MGV
Vanguard Mega Cap Value

ETFs
9
+ 0.03%
$114.87 - $131.25 $1.03K - $1.18K
28K $3.67M
NOW
Service Now, Inc.

Technology
3
+ 1.19%
$721.65 - $1040.18 $2.16K - $3.12K
256 $263K
IBM
International Business Machines Corp

Technology
7
+ 0.59%
$221.03 - $294.78 $1.55K - $2.06K
1.2K $352K
IWR
Ishares Russell Mid Cap ETF

ETFs
13
+ 0.25%
$74.88 - $91.97 $973 - $1.2K
5.31K $488K
FCX
Freeport Mcmoran Inc

Basic Materials
14
+ 0.26%
$29.15 - $44.46 $408 - $622
5.34K $231K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.17%
$174.82 - $215.79 $524 - $647
1.76K $380K
IYR
Ishares Tr

ETFs
388
+ 7.37%
$84.48 - $96.25 $32.8K - $37.3K
5.65K $532K
SBUX
Starbucks Corp

Consumer Cyclical
508
+ 17.52%
$79.69 - $99.41 $40.5K - $50.5K
3.41K $312K
USB
Us Bancorp \De\

Financial Services
13
+ 0.26%
$36.4 - $45.76 $473 - $595
5.04K $227K
PFE
Pfizer Inc

Healthcare
1.09K
+ 7.95%
$21.59 - $24.84 $23.6K - $27.2K
14.9K $360K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
2.3K
+ 8.55%
$10.83 - $11.78 $24.9K - $27.1K
29.2K $326K
ABT
Abbott Laboratories

Healthcare
8
+ 0.32%
$123.95 - $138.08 $992 - $1.1K
2.49K $338K
CRM
Salesforce, Inc.

Technology
4
+ 0.23%
$236.26 - $291.15 $945 - $1.16K
1.72K $467K
V
Visa Inc.

Financial Services
6
+ 0.54%
$308.27 - $373.31 $1.85K - $2.24K
1.12K $396K
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.2%
$119.13 - $135.03 $477 - $540
2K $247K
INTC
Intel Corp

Technology
300
+ 2.56%
$18.13 - $22.69 $5.44K - $6.81K
12K $269K
Lam Research Corp
7
+ 0.05%
N/A
14.8K $0
Ishares Bitcoin Trust ETF
965
+ 14.78%
N/A
7.5K $0
YEAR
Ab Active Etfs Inc Ultra Short
36
+ 0.28%
N/A
12.9K $0
UNP
Union Pacific Corp

Industrials
2
+ 0.12%
$208.27 - $238.46 $417 - $477
1.71K $393K
VZ
Verizon Communications Inc

Communication Services
123
+ 0.97%
$41.67 - $45.62 $5.13K - $5.61K
12.8K $552K
CB
Chubb LTD

Financial Services
2
+ 0.09%
$274.32 - $302.46 $549 - $605
2.21K $639K
BP
Bp PLC

Energy
23
+ 0.32%
$26.11 - $33.81 $601 - $778
7.24K $216K
Activity Summary
Buys All Purchases 63 New Holdings 5 Increased Positions 58 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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