Encompass Wealth Advisors, LLC Reduced Holdings in Q2 2025

Encompass Wealth Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-920
- 2.34%
$172.42 - $223.89 $159K - $206K
38.4K $7.88M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-7.94K
- 14.75%
$50.52 - $50.92 $401K - $404K
45.9K $2.34M
LLY
Eli Lilly & CO

Healthcare
-86
- 9.34%
$713.71 - $898.95 $61.4K - $77.3K
835 $650K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-8.42K
- 37.2%
$11.71 - $13.88 $98.5K - $117K
14.2K $197K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.97K
- 0.92%
$50.36 - $50.68 $99.4K - $100K
213K $10.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-540
- 14.61%
$108.12 - $135.04 $58.4K - $72.9K
3.16K $426K
VTI
Vanguard Total Stock Market Et

ETFs
-149
- 8.35%
$243.75 - $303.93 $36.3K - $45.3K
1.64K $496K
T
At&T Inc.

Communication Services
-36
- 0.21%
$26.33 - $28.94 $948 - $1.04K
17.5K $506K
TSLA
Tesla, Inc.

Consumer Cyclical
-319
- 16.33%
$221.86 - $362.89 $70.8K - $116K
1.64K $519K
BAC
Bank Of America Corp

Financial Services
-14
- 0.29%
$34.39 - $47.46 $481 - $664
4.83K $228K
CSCO
Cisco Systems, Inc.

Technology
-525
- 5.6%
$53.19 - $69.38 $27.9K - $36.4K
8.85K $613K
SPY
Spdr S&P 500 ETF Trust

ETFs
-79
- 5.33%
$496.48 - $617.85 $39.2K - $48.8K
1.4K $866K
NKE
Nike, Inc.

Consumer Cyclical
-297
- 3.77%
$53.27 - $72.04 $15.8K - $21.4K
7.58K $538K
CAT
Caterpillar Inc

Industrials
-1
- 0.12%
$273.94 - $388.21 $274 - $388
825 $320K
AXP
American Express CO

Financial Services
-2
- 0.17%
$231.39 - $318.98 $463 - $638
1.16K $370K
DFIV
Dimensional ETF Tr

ETFs
-420
- 1.78%
$34.67 - $43.21 $14.6K - $18.1K
23.1K $990K
DIS
Walt Disney CO

Communication Services
-4
- 0.13%
$81.72 - $124.01 $327 - $496
3.08K $382K
GOOG
Alphabet Inc.

Communication Services
-131
- 2.73%
$146.58 - $180.01 $19.2K - $23.6K
4.66K $827K
VUG
Vanguard Growth ETF

ETFs
-3
- 0.11%
$329.49 - $438.4 $988 - $1.32K
2.84K $1.24M
KLAC
Kla Corp

Technology
-2
- 0.2%
$576.53 - $902.94 $1.15K - $1.81K
1K $896K
AMZN
Amazon Com Inc

Consumer Cyclical
-167
- 1.05%
$167.32 - $223.3 $27.9K - $37.3K
15.7K $3.45M
ASTS
Ast Space Mobile, Inc.

Communication Services
-25.2K
- 37.37%
$20.07 - $51.83 $505K - $1.3M
42.2K $1.97M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-498
- 4.37%
$299.15 - $396.54 $149K - $197K
10.9K $4.32M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-73
- 0.69%
$273.67 - $366.17 $20K - $26.7K
10.5K $3.85M
MSFT
Microsoft Corp

Technology
-285
- 1.52%
$354.56 - $497.45 $101K - $142K
18.4K $9.15M
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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