Encompass Wealth Advisors, LLC Portfolio Holdings
Encompass Wealth Advisors, LLC
- $243 Million
- Q1 2025
Encompass Wealth Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $243 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $34.7M, Ishares S&P 500 Value ETF with a value of $30.9M, Ishares Tr with a value of $18.7M, Ishares Core S&P Sm Cap ETF with a value of $14.2M, and Ishares Core S&P Mid Cap ETF with a value of $11.7M.
Examining the 13F form we can see an decrease of $2.08M in the current position value, from $245M to 243M.
Below you can find more details about Encompass Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$243 Million
ETFs: $180 Million
Technology: $21 Million
Consumer Cyclical: $11.9 Million
Consumer Defensive: $6.43 Million
Financial Services: $6 Million
Communication Services: $4.86 Million
Industrials: $4.71 Million
Healthcare: $4.5 Million
Other: $3.66 Million