Encompass Wealth Advisors, LLC Closed Holding Positions

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
REZI
Resideo Technologies, Inc.

Industrials
Q1 2021 Filed on May 25, 2021
25
$21.29 - $31.51 $532 - $788
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q1 2021 Filed on May 25, 2021
1,191
$59.52 - $63.83 $70.9K - $76K
J P Morgan Exchange Traded F
Q1 2021 Filed on May 25, 2021
2,318
N/A
CARG
Car Gurus, Inc.

Communication Services
Q1 2021 Filed on May 25, 2021
110
$23.21 - $35.61 $2.55K - $3.92K
ROKU
Roku, Inc

Communication Services
Q1 2021 Filed on May 25, 2021
643
$300.79 - $469.7 $193K - $302K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q1 2021 Filed on May 25, 2021
770
$26.68 - $28.24 $20.5K - $21.7K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q1 2021 Filed on May 25, 2021
793
$54.52 - $61.2 $43.2K - $48.5K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q1 2021 Filed on May 25, 2021
2,325
$25.89 - $26.17 $60.2K - $60.8K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2021 Filed on May 25, 2021
33
$35.22 - $46.32 $1.16K - $1.53K
IR
Ingersoll Rand Inc.

Industrials
Q1 2021 Filed on May 25, 2021
44
$40.81 - $50.76 $1.8K - $2.23K
SNAP
Snap Inc

Communication Services
Q1 2021 Filed on May 25, 2021
1,200
$48.95 - $70.45 $58.7K - $84.5K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
Q1 2021 Filed on May 25, 2021
400
$27.11 - $27.86 $10.8K - $11.1K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2021 Filed on May 25, 2021
16
$40.55 - $41.58 $649 - $665
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
Q1 2021 Filed on May 25, 2021
2,628
$105.66 - $105.7 $278K - $278K
J P Morgan Exchange Traded F
Q1 2021 Filed on May 25, 2021
690
N/A
Veoneer Inc
Q1 2021 Filed on May 25, 2021
522
N/A
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2021 Filed on May 25, 2021
317
$65.08 - $76.02 $20.6K - $24.1K
Perspecta Inc
Q1 2021 Filed on May 25, 2021
45
N/A
NVT
N Vent Electric PLC

Industrials
Q1 2021 Filed on May 25, 2021
2
$22.15 - $29.93 $44.3 - $59.9
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on May 25, 2021
100
$192.84 - $265.16 $19.3K - $26.5K
ZS
Zscaler, Inc.

Technology
Q1 2021 Filed on May 25, 2021
78
$165.75 - $226.48 $12.9K - $17.7K
SBAC
Sba Communications Corp

Real Estate
Q1 2021 Filed on May 25, 2021
16
$235.92 - $282.57 $3.77K - $4.52K
Zynga Inc
Q1 2021 Filed on May 25, 2021
850
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2021 Filed on May 25, 2021
45
$128.44 - $137.43 $5.78K - $6.18K
DUK
Duke Energy Corp

Utilities
Q1 2021 Filed on May 25, 2021
759
$85.59 - $97.58 $65K - $74.1K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2021 Filed on May 25, 2021
215
$210.93 - $241.27 $45.3K - $51.9K
COP
Conocophillips

Energy
Q1 2021 Filed on May 25, 2021
1,083
$39.57 - $59.83 $42.9K - $64.8K
CSX
Csx Corp

Industrials
Q1 2021 Filed on May 25, 2021
115
$27.96 - $32.55 $3.22K - $3.74K
ALL
Allstate Corp

Financial Services
Q1 2021 Filed on May 25, 2021
400
$103.21 - $117.27 $41.3K - $46.9K
AWK
American Water Works Company, Inc.

Utilities
Q1 2021 Filed on May 25, 2021
434
$132.13 - $165.01 $57.3K - $71.6K
BB
Blackberry LTD

Technology
Q1 2021 Filed on May 25, 2021
220
$6.58 - $25.1 $1.45K - $5.52K
KMI
Kinder Morgan, Inc.

Energy
Q1 2021 Filed on May 25, 2021
984
$13.56 - $16.8 $13.3K - $16.5K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2021 Filed on May 25, 2021
47,809
$51.68 - $57.96 $2.47M - $2.77M
PPL
Ppl Corp

Utilities
Q1 2021 Filed on May 25, 2021
1,981
$26.19 - $29.69 $51.9K - $58.8K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2021 Filed on May 25, 2021
186
$11.22 - $20.76 $2.09K - $3.86K
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on May 25, 2021
20
$127.21 - $148.97 $2.54K - $2.98K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2021 Filed on May 25, 2021
539
$125.7 - $142.8 $67.8K - $77K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2021 Filed on May 25, 2021
1,541
$150.72 - $194.14 $232K - $299K
NEE
Nextera Energy Inc

Utilities
Q1 2021 Filed on May 25, 2021
5,666
$70.7 - $86.87 $401K - $492K
OI
O I Glass, Inc.

Consumer Cyclical
Q1 2021 Filed on May 25, 2021
275
$11.48 - $14.85 $3.16K - $4.08K
GLW
Corning Inc

Technology
Q1 2021 Filed on May 25, 2021
30
$34.92 - $43.6 $1.05K - $1.31K
FISV
Fiserv Inc

Technology
Q1 2021 Filed on May 25, 2021
82
$102.69 - $124.13 $8.42K - $10.2K
F
Ford Motor CO

Consumer Cyclical
Q1 2021 Filed on May 25, 2021
95
$8.52 - $13.37 $809 - $1.27K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2021 Filed on May 25, 2021
361
$324.34 - $379.06 $117K - $137K
Cree Inc
Q1 2021 Filed on May 25, 2021
84
N/A
AMT
American Tower Corp

Real Estate
Q1 2021 Filed on May 25, 2021
402
$198.66 - $241.83 $79.9K - $97.2K
CCI
Crown Castle International Corp

Real Estate
Q1 2021 Filed on May 25, 2021
33
$146.77 - $175.03 $4.84K - $5.78K
INTU
Intuit Inc

Technology
Q1 2021 Filed on May 25, 2021
77
$361.0 - $422.26 $27.8K - $32.5K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2021 Filed on May 25, 2021
58
$107.6 - $121.88 $6.24K - $7.07K
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