Encompass Wealth Advisors, LLC Reduced Holdings in Q1 2025

Encompass Wealth Advisors, LLC

  • $243 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
-9.63K
- 14.3%
$119.38 - $161.42 $1.15M - $1.55M
57.7K $6.89M
AAPL
Apple Inc.

Technology
-263
- 0.66%
$209.68 - $247.1 $55.1K - $65K
39.3K $8.73M
MSFT
Microsoft Corp

Technology
-144
- 0.76%
$375.39 - $447.2 $54.1K - $64.4K
18.7K $7.02M
LLY
Eli Lilly & CO

Healthcare
-684
- 42.62%
$725.72 - $929.72 $496K - $636K
921 $760K
AMZN
Amazon Com Inc

Consumer Cyclical
-26
- 0.16%
$190.26 - $242.06 $4.95K - $6.29K
15.9K $3.03M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-170
- 1.58%
$307.43 - $357.48 $52.3K - $60.8K
10.6K $3.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-25
- 0.68%
$360.07 - $417.26 $9K - $10.4K
3.63K $1.31M
CRM
Salesforce, Inc.

Technology
-33
- 1.89%
$268.36 - $359.95 $8.86K - $11.9K
1.71K $459K
NOW
Service Now, Inc.

Technology
-28
- 9.96%
$783.83 - $1170.39 $21.9K - $32.8K
253 $201K
DIS
Walt Disney CO

Communication Services
-499
- 13.92%
$96.87 - $114.0 $48.3K - $56.9K
3.09K $304K
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 0.74%
$551.42 - $612.93 $6.07K - $6.74K
1.48K $829K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-840
- 1.54%
$50.72 - $50.92 $42.6K - $42.8K
53.8K $2.74M
USB
Us Bancorp \De\

Financial Services
-125
- 2.43%
$40.92 - $50.9 $5.12K - $6.36K
5.02K $212K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-51
- 1.36%
$120.29 - $134.6 $6.13K - $6.86K
3.7K $450K
BAC
Bank Of America Corp

Financial Services
-323
- 6.25%
$39.61 - $47.74 $12.8K - $15.4K
4.84K $202K
IBM
International Business Machines Corp

Technology
-220
- 15.6%
$217.4 - $264.74 $47.8K - $58.2K
1.19K $295K
Ishares Bitcoin Trust ETF
-278
- 4.08%
N/A
6.53K $0
YEAR
Ab Active Etfs Inc Ultra Short
-292
- 2.22%
N/A
12.9K $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.03K
- 0.47%
$50.39 - $50.66 $51.8K - $52K
215K $10.9M
SBUX
Starbucks Corp

Consumer Cyclical
-110
- 3.66%
$91.75 - $115.81 $10.1K - $12.7K
2.9K $284K
PG
Procter & Gamble CO

Consumer Defensive
-2
- 0.03%
$158.56 - $176.26 $317 - $353
6.51K $1.11M
INTC
Intel Corp

Technology
-300
- 2.5%
$19.1 - $27.39 $5.73K - $8.22K
11.7K $266K
V
Visa Inc.

Financial Services
-19
- 1.68%
$306.92 - $362.71 $5.83K - $6.89K
1.11K $389K
ABT
Abbott Laboratories

Healthcare
-130
- 4.98%
$111.1 - $140.22 $14.4K - $18.2K
2.48K $328K
ABBV
Abb Vie Inc.

Healthcare
-23
- 1.12%
$169.2 - $216.66 $3.89K - $4.98K
2.03K $425K
JNJ
Johnson & Johnson

Healthcare
-31
- 0.93%
$142.06 - $167.7 $4.4K - $5.2K
3.3K $547K
CVX
Chevron Corp

Energy
-80
- 2.03%
$146.71 - $167.97 $11.7K - $13.4K
3.86K $646K
DFIV
Dimensional ETF Tr

ETFs
-431
- 1.8%
$35.33 - $40.77 $15.2K - $17.6K
23.6K $926K
T
At&T Inc.

Communication Services
-173
- 0.98%
$21.56 - $28.28 $3.73K - $4.89K
17.5K $495K
AMGN
Amgen Inc

Healthcare
-15
- 0.25%
$258.59 - $327.36 $3.88K - $4.91K
6.01K $1.87M
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
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