Encompass Wealth Advisors, LLC Purchases in Q4 2024

Encompass Wealth Advisors, LLC

  • $245 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
7.35K
+ 2.04%
$94.43 - $105.47 $694K - $775K
368K $37.3M
LLY
Eli Lilly & CO

Healthcare
1.61K
New
$727.2 - $932.06 $1.17M - $1.5M
1.61K $1.24M
VUG
Vanguard Growth ETF

ETFs
1.98K
+ 230.73%
$378.79 - $428.11 $751K - $849K
2.84K $1.17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.9K
+ 9.04%
$50.37 - $50.6 $903K - $907K
216K $10.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.36K
+ 71.48%
$481.22 - $538.17 $653K - $730K
3.25K $1.66M
IVV
Ishares Core S&P 500 ETF

ETFs
919
+ 23.74%
$570.51 - $610.59 $524K - $561K
4.79K $2.82M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.05K
+ 12.11%
$340.59 - $380.5 $357K - $398K
9.69K $3.55M
IEMG
Ishares Inc

ETFs
6.78K
+ 9.14%
N/A
81K $4.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.93K
+ 3.88%
$113.92 - $127.38 $561K - $627K
132K $15.2M
VTV
Vanguard Value ETF

ETFs
1.6K
+ 105.26%
$168.32 - $181.87 $269K - $291K
3.12K $528K
VO
Vanguard Mid Cap ETF

ETFs
668
+ 6.84%
$261.5 - $284.63 $175K - $190K
10.4K $2.75M
GOOG
Alphabet Inc.

Communication Services
407
+ 9.55%
$163.08 - $198.16 $66.4K - $80.7K
4.67K $889K
DIS
Walt Disney CO

Communication Services
859
+ 31.52%
$92.39 - $117.6 $79.4K - $101K
3.58K $399K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.99K
+ 1.04%
$61.68 - $67.87 $123K - $135K
194K $12.1M
CRM
Salesforce, Inc.

Technology
13
+ 0.75%
$270.87 - $367.87 $3.52K - $4.78K
1.74K $583K
META
Meta Platforms, Inc.

Communication Services
15
+ 0.69%
$554.08 - $632.68 $8.31K - $9.49K
2.2K $1.3M
VB
Vanguard Small Cap ETF

ETFs
66
+ 0.68%
$233.76 - $261.58 $15.4K - $17.3K
9.75K $2.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 2.54%
$567.81 - $607.81 $21K - $22.5K
1.49K $875K
VTI
Vanguard Total Stock Market Et

ETFs
92
+ 5.8%
$280.04 - $302.45 $25.8K - $27.8K
1.68K $486K
USB
Us Bancorp \De\

Financial Services
462
+ 9.86%
$43.98 - $53.66 $20.3K - $24.8K
5.15K $246K
ORCL
Oracle Corp

Technology
137
+ 9.47%
$165.41 - $192.43 $22.7K - $26.4K
1.58K $263K
PFE
Pfizer Inc

Healthcare
1.56K
+ 12.86%
$24.8 - $30.19 $38.7K - $47.1K
13.7K $363K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
482
+ 0.89%
$50.67 - $50.9 $24.4K - $24.5K
54.7K $2.77M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
302
+ 1.35%
$13.54 - $14.25 $4.09K - $4.3K
22.6K $316K
ABT
Abbott Laboratories

Healthcare
100
+ 3.98%
$111.93 - $119.39 $11.2K - $11.9K
2.61K $295K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
2.2K
+ 8.91%
$11.6 - $12.83 $25.5K - $28.2K
26.9K $313K
Lam Research Corp
13.3K
+ 857.4%
N/A
14.8K $0
YEAR
Ab Active Etfs Inc Ultra Short
172
+ 1.32%
N/A
13.2K $0
Ishares Bitcoin Trust ETF
6.81K
New
N/A
6.81K $0
NKE
Nike, Inc.

Consumer Cyclical
1.03K
+ 14.97%
$73.36 - $89.13 $75.2K - $91.4K
7.87K $595K
ABBV
Abb Vie Inc.

Healthcare
110
+ 5.65%
$164.99 - $203.87 $18.1K - $22.4K
2.06K $365K
CAT
Caterpillar Inc

Industrials
3
+ 0.36%
$360.37 - $416.88 $1.08K - $1.25K
826 $299K
VOOV
Vanguard S&P 500 Value ETF

ETFs
229
+ 1.99%
$184.21 - $199.29 $42.2K - $45.6K
11.8K $2.17M
IYR
Ishares Tr

ETFs
96
+ 2.04%
$90.74 - $102.87 $8.71K - $9.88K
4.8K $447K
DFIV
Dimensional ETF Tr

ETFs
759
+ 3.27%
$34.86 - $37.97 $26.5K - $28.8K
24K $850K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
+ 5.29%
$44.04 - $49.49 $56.2K - $63.1K
25.4K $1.12M
VZ
Verizon Communications Inc

Communication Services
85
+ 0.68%
$39.6 - $45.21 $3.37K - $3.84K
12.6K $503K
VNQ
Vanguard Specialized Funds Van

ETFs
2.04K
+ 7.1%
$87.85 - $98.6 $179K - $201K
30.8K $2.74M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
53
+ 0.83%
$114.08 - $125.68 $6.05K - $6.66K
6.43K $735K
MGV
Vanguard Mega Cap Value

ETFs
23
+ 0.08%
$124.06 - $133.48 $2.85K - $3.07K
28K $3.49M
KLAC
Kla Corp

Technology
3
+ 0.3%
$614.46 - $829.55 $1.84K - $2.49K
1K $632K
ASTS
Ast Space Mobile, Inc.

Communication Services
197
+ 0.55%
$21.1 - $28.49 $4.16K - $5.61K
36.2K $764K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.61K
+ 6.78%
$60.13 - $67.31 $277K - $311K
72.7K $4.42M
VEA
Vanguard Ftse Developed Market

ETFs
1.11K
+ 0.99%
$47.57 - $52.44 $52.7K - $58.1K
113K $5.4M
IEFA
Ishares Tr

ETFs
14K
+ 6.35%
$70.06 - $77.43 $977K - $1.08M
234K $16.4M
Activity Summary
Buys All Purchases 46 New Holdings 2 Increased Positions 44 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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