Encompass More Asset Management Incresed Positions in Q4 2024

Encompass More Asset Management

  • $303 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
216K
+ 56.39%
$50.23 - $50.46 $10.9M - $10.9M
599K $30.2B
SECT
Sector 10, Inc.

ETFs
35.1K
+ 13.95%
$53.17 - $57.82 $1.87M - $2.03M
287K $15.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.4K
+ 418.55%
$66.77 - $71.52 $1.76M - $1.89M
32.7K $2.26B
TSLA
Tesla, Inc.

Consumer Cyclical
872
+ 9.04%
$213.65 - $479.86 $186K - $418K
10.5K $4.25B
XLU
Utilities Sector Spdr

ETFs
22.6K
+ 390.25%
$74.89 - $82.93 $1.69M - $1.88M
28.4K $2.15B
First Tr Exchng Traded Fd Vi
44.3K
+ 32.3%
N/A
181K $5.75B
SGOL
Abrdn Gold ETF Trust

ETFs
49.4K
+ 24.2%
$24.46 - $26.62 $1.21M - $1.32M
254K $6.35B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
43.8K
+ 95.07%
$33.77 - $44.09 $1.48M - $1.93M
89.8K $3.04B
NVDA
Nvidia Corp

Technology
6.07K
+ 33.54%
$117.0 - $148.88 $710K - $904K
24.2K $3.25B
GLDM
World Gold Trust

ETFs
20.1K
+ 13.47%
$50.76 - $55.23 $1.02M - $1.11M
170K $8.82B
XDQQ
Innovator Etfs Tr Growth Accel
20K
+ 63.82%
$31.58 - $34.76 $632K - $696K
51.4K $1.79B
Franklin Templeton ETF Tr
10.9K
+ 8.63%
N/A
137K $5.46B
SLV
I Shares Silver Trust

ETFs
32K
+ 46.68%
$26.33 - $31.74 $842K - $1.01M
100K $2.64B
XDSQ
Innovator Etfs Tr Us Equity Ac
17.9K
+ 63.84%
$34.76 - $37.22 $622K - $666K
45.9K $1.67B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
19K
+ 13.41%
$29.73 - $30.81 $566K - $587K
161K $4.91B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
17.3K
+ 13.08%
$31.36 - $32.75 $544K - $568K
150K $4.84B
First Tr Exchng Traded Fd Vi
23.2K
+ 25.76%
N/A
113K $2.81B
PJAN
Innovator U.S. Equity Power Bu

ETFs
13.3K
+ 78.36%
$41.16 - $42.25 $545K - $560K
30.2K $1.27B
PJUL
Innovator U.S. Equity Power Bu

ETFs
13.6K
+ 78.4%
$40.12 - $41.68 $547K - $568K
31K $1.28B
PAPR
Innovator U.S. Equity Power Bu

ETFs
15.1K
+ 78.41%
$35.71 - $37.1 $539K - $560K
34.3K $1.26B
POCT
Innovator U.S. Equity Power Bu

ETFs
13.7K
+ 78.44%
$38.63 - $40.03 $528K - $547K
31.1K $1.23B
AVGO
Broadcom Inc.

Technology
1.18K
+ 36.82%
$159.67 - $250.0 $188K - $295K
4.38K $1.02B
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
10.7K
+ 7.06%
$34.82 - $37.33 $374K - $401K
163K $5.83B
AMZN
Amazon Com Inc

Consumer Cyclical
84
+ 0.7%
$180.88 - $232.93 $15.2K - $19.6K
12.2K $2.67B
BUCK
Simplify Exchange Traded Fds S
16.4K
+ 10.96%
N/A
166K $4.07B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.49K
+ 11.07%
N/A
65.1K $3.27B
XBAP
Innovator ETF Tr Us Equity Acc
8.64K
+ 63.64%
$33.19 - $34.23 $287K - $296K
22.2K $758M
XBJL
Innovator Etfs Tr Us Equity Ac
8.64K
+ 63.78%
$33.29 - $34.41 $288K - $297K
22.2K $757M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
10.3K
+ 63.7%
$28.22 - $28.78 $289K - $295K
26.3K $758M
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
9.48K
+ 63.79%
$29.46 - $30.58 $279K - $290K
24.4K $735M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
5.86K
+ 6.79%
$41.16 - $44.07 $241K - $258K
92.1K $3.88B
OWL
Blue Owl Capital Inc.

Financial Services
9.48K
+ 63.54%
$19.51 - $24.81 $185K - $235K
24.4K $567M
AMAX
Starboard Invt Tr Rh Hedged Mu
53.1K
+ 12.39%
$7.78 - $8.11 $413K - $430K
481K $3.74B
VTI
Vanguard Total Stock Market Et

ETFs
839
+ 17.15%
$280.04 - $302.45 $235K - $254K
5.73K $1.66B
Sharkninja Inc
2.97K
+ 111.86%
N/A
5.63K $548M
SSFI
Strategy Shs Day Hagan/Ned Dav

ETFs
17.8K
+ 15.49%
$20.8 - $21.93 $371K - $391K
133K $2.77B
NTRA
Natera, Inc.

Healthcare
1.05K
+ 45.59%
$117.67 - $174.0 $123K - $182K
3.34K $528M
AFRM
Affirm Holdings, Inc.

Technology
1.67K
+ 26.49%
$38.48 - $72.86 $64.2K - $122K
7.97K $485M
WFC
Wells Fargo & Company

Financial Services
1.61K
+ 20.83%
$54.98 - $77.35 $88.2K - $124K
9.31K $654M
WINC
Legg Mason ETF Invt Tr Westn A

ETFs
10.1K
+ 12.56%
$23.89 - $24.26 $242K - $245K
90.7K $2.17B
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
5.68K
+ 14.24%
$41.68 - $42.56 $237K - $242K
45.6K $1.9B
TTD
Trade Desk, Inc.

Technology
1.36K
+ 51.59%
$108.7 - $139.51 $148K - $190K
4.01K $471M
FLUD
Franklin Templeton ETF Tr Ultr
6.81K
+ 9.23%
N/A
80.7K $2B
FLGV
Franklin Templeton ETF Trfrank

ETFs
8.56K
+ 36.02%
$20.03 - $21.07 $171K - $180K
32.3K $650M
WMT
Walmart Inc.

Consumer Defensive
1.09K
+ 23.15%
$79.1 - $95.7 $86.3K - $104K
5.8K $524M
GILD
Gilead Sciences, Inc.

Healthcare
1.07K
+ 22.13%
$83.95 - $97.9 $89.5K - $104K
5.88K $544M
PGR
Progressive Corp

Financial Services
678
+ 31.82%
$239.6 - $268.88 $162K - $182K
2.81K $673M
BALT
Innovator Etfs Tr
3.91K
+ 34.5%
$30.76 - $31.55 $120K - $123K
15.2K $478M
JPM
Jpmorgan Chase & CO

Financial Services
170
+ 5.71%
$205.18 - $250.29 $34.9K - $42.5K
3.15K $755M
Activity Summary
Buys All Purchases 138 New Holdings 38 Increased Positions 100 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 3 Puts 0
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