Encompass More Asset Management New Holdings in Q3 2024

Encompass More Asset Management

  • $262 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
3.04K
New
$107.72 - $119.96 $327K - $364K
3.04K $364M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
21.2K
New
$14.94 - $15.76 $317K - $335K
21.2K $335M
HOOD
Robinhood Markets, Inc.

Technology
13.7K
New
$16.42 - $24.63 $225K - $338K
13.7K $322M
EME
Emcor Group, Inc.

Industrials
732
New
$340.22 - $435.6 $249K - $319K
732 $315M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
590
New
$475.2 - $527.7 $280K - $311K
590 $311M
CCL
Carnival Corp

Consumer Cyclical
16.8K
New
$14.01 - $19.18 $236K - $323K
16.8K $311M
ABBV
Abb Vie Inc.

Healthcare
1.56K
New
$163.84 - $199.33 $255K - $310K
1.56K $308M
Sharkninja Inc
2.66K
New
N/A
2.66K $289M
MRK
Merck & Co., Inc.

Healthcare
2.46K
New
$111.15 - $128.97 $273K - $317K
2.46K $279M
XOM
Exxon Mobil Corp

Energy
2.33K
New
$109.72 - $119.0 $255K - $277K
2.33K $273M
RBLX
Roblox Corp

Communication Services
6.06K
New
$36.18 - $47.64 $219K - $289K
6.06K $268M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.67K
New
$150.73 - $974.56 $252K - $1.63M
1.67K $267M
UAL
United Airlines Holdings, Inc.

Industrials
4.62K
New
$37.88 - $58.85 $175K - $272K
4.62K $264M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.39K
New
$54.98 - $59.51 $242K - $261K
4.39K $261M
AFRM
Affirm Holdings, Inc.

Technology
6.3K
New
$24.12 - $44.98 $152K - $283K
6.3K $257M
V
Visa Inc.

Financial Services
931
New
$253.74 - $291.56 $236K - $271K
931 $256M
VZ
Verizon Communications Inc

Communication Services
5.59K
New
$38.89 - $45.0 $217K - $252K
5.59K $251M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
13.7K
New
$16.42 - $18.12 $224K - $247K
13.7K $246M
SBUX
Starbucks Corp

Consumer Cyclical
2.5K
New
$72.51 - $98.6 $181K - $246K
2.5K $243M
DAL
Delta Air Lines, Inc.

Industrials
4.7K
New
$37.32 - $51.8 $176K - $244K
4.7K $239M
SRI
Stoneridge Inc

Consumer Cyclical
21K
New
$11.02 - $17.85 $232K - $375K
21K $235M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.16K
New
$38.04 - $45.36 $196K - $234K
5.16K $230M
USB
Us Bancorp \De\

Financial Services
5.03K
New
$39.04 - $47.23 $196K - $238K
5.03K $230M
CAT
Caterpillar Inc

Industrials
576
New
$316.8 - $391.12 $182K - $225K
576 $225M
T
At&T Inc.

Communication Services
10.2K
New
$18.21 - $22.28 $186K - $227K
10.2K $225M
Listed Fd Tr
4.62K
New
N/A
4.62K $220M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.26K
New
$58.03 - $65.37 $189K - $213K
3.26K $211M
Six Flags Entertainment Corp
5.21K
New
N/A
5.21K $210M
ADI
Analog Devices Inc

Technology
904
New
$200.56 - $243.33 $181K - $220K
904 $208M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.72K
New
$41.32 - $43.78 $195K - $207K
4.72K $207M
LMT
Lockheed Martin Corp

Industrials
351
New
$460.3 - $584.56 $162K - $205K
351 $205M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.15K
New
$23.78 - $25.04 $194K - $204K
8.15K $204M
WAL
Western Alliance Bancorporation

Financial Services
2.34K
New
$61.15 - $88.41 $143K - $207K
2.34K $202M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.09K
New
$156.14 - $187.2 $170K - $203K
1.09K $201M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
12.1K
New
$12.62 - $13.7 $152K - $165K
12.1K $165M
AVK
Advent Convertible & Income Fund

Financial Services
11.9K
New
$11.44 - $12.85 $136K - $153K
11.9K $140M
VMO
Invesco Municipal Opportunity Trust

Financial Services
12.9K
New
$9.87 - $10.38 $128K - $134K
12.9K $133M
AAL
American Airlines Group Inc.

Industrials
11.5K
New
$11.04 - $11.04 $126K - $126K
11.5K $129M
ERC
Allspring Multi Sector Income Fund

Financial Services
13.3K
New
$8.98 - $9.58 $119K - $127K
13.3K $127M
AFIF
Two Rds Shared Tr

ETFs
12.5K
New
$9.12 - $9.25 $114K - $116K
12.5K $116M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
15.3K
New
$3.8 - $4.05 $58.3K - $62.1K
15.3K $62.1M
ACHR
Archer Aviation Inc.

Industrials
17.8K
New
$2.91 - $5.39 $51.7K - $95.7K
17.8K $53.8M
SVRE
Saver One 2014 Ltd.

Technology
35K
New
$0.13 - $0.44 $4.55K - $15.4K
35K $4.69M
22 Nd Centy Group Inc
10K
New
N/A
10K $2.15M
Activity Summary
Buys All Purchases 161 New Holdings 95 Increased Positions 66 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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