Encompass Wealth Advisors, LLC Portfolio Holdings
Encompass Wealth Advisors, LLC
- $245 Million
- Q4 2024
Encompass Wealth Advisors, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $245 Million distributed in 99 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 $37.3M, Ishares S&P 500 Value ETF with a value of $29.8M, Ishares Tr with a value of $16.4M, Ishares Core S&P Sm Cap ETF with a value of $15.2M, and Ishares Core S&P Mid Cap ETF with a value of $12.1M.
Examining the 13F form we can see an decrease of $32.9M in the current position value, from $278M to 245M.
Below you can find more details about Encompass Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$245 Million
ETFs: $179 Million
Technology: $23.9 Million
Consumer Cyclical: $14.5 Million
Consumer Defensive: $6.23 Million
Financial Services: $5.6 Million
Healthcare: $4.31 Million
Communication Services: $4.25 Million
Industrials: $4.11 Million
Other: $3.34 Million