Encompass Wealth Advisors, LLC Sells in Q3 2025

Encompass Wealth Advisors, LLC

  • $289 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
-126
- 0.22%
$118.3 - $142.16 $14.9K - $17.9K
57.6K $6.99M
ROP
Roper Technologies Inc

Industrials
-41
- 0.81%
$495.03 - $573.0 $20.3K - $23.5K
5.02K $2.5M
ACN
Accenture PLC

Technology
-50
- 1.59%
$232.56 - $304.78 $11.6K - $15.2K
3.09K $762K
CRM
Salesforce, Inc.

Technology
-4
- 0.23%
$231.66 - $273.65 $927 - $1.09K
1.71K $405K
NFLX
Netflix Inc

Communication Services
-17
- 8.33%
$1147.87 - $1297.18 $19.5K - $22.1K
187 $224K
LLY
Eli Lilly & CO

Healthcare
-38
- 4.55%
$625.65 - $812.69 $23.8K - $30.9K
797 $608K
NOW
Service Now, Inc.

Technology
-13
- 5.08%
$850.86 - $1044.69 $11.1K - $13.6K
243 $223K
ABT
Abbott Laboratories

Healthcare
-261
- 10.49%
$120.51 - $136.62 $31.5K - $35.7K
2.23K $298K
SBUX
Starbucks Corp

Consumer Cyclical
-164
- 4.81%
$81.9 - $96.86 $13.4K - $15.9K
3.24K $274K
VTV
Vanguard Value ETF

ETFs
-340
- 10.9%
$175.51 - $186.57 $59.7K - $63.4K
2.78K $518K
AMZN
Amazon Com Inc

Consumer Cyclical
-53
- 0.34%
$211.65 - $238.24 $11.2K - $12.6K
15.7K $3.45M
VZ
Verizon Communications Inc

Communication Services
-11
- 0.09%
$40.84 - $45.06 $449 - $496
12.8K $560K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-49
- 1.55%
$135.0 - $146.02 $6.62K - $7.15K
3.11K $452K
JPM
Jpmorgan Chase & CO

Financial Services
-63
- 3.11%
$282.78 - $316.06 $17.8K - $19.9K
1.96K $619K
CVX
Chevron Corp

Energy
-71
- 1.84%
$145.57 - $161.83 $10.3K - $11.5K
3.8K $589K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-48
- 1.24%
$459.11 - $506.91 $22K - $24.3K
3.81K $1.92M
CAT
Caterpillar Inc

Industrials
-20
- 2.42%
$390.92 - $477.15 $7.82K - $9.54K
805 $384K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-200
- 5.08%
$546.99 - $602.2 $109K - $120K
3.73K $2.24M
DFIV
Dimensional ETF Tr

ETFs
-40
- 0.17%
$42.66 - $46.53 $1.71K - $1.86K
23.1K $1.06M
KLAC
Kla Corp

Technology
-90
- 8.99%
$843.9 - $1078.6 $76K - $97.1K
911 $982K
JNJ
Johnson & Johnson

Healthcare
-84
- 2.54%
$155.17 - $185.42 $13K - $15.6K
3.23K $598K
ORCL
Oracle Corp

Technology
-37
- 2.24%
$218.96 - $328.33 $8.1K - $12.1K
1.62K $455K
TSLA
Tesla, Inc.

Consumer Cyclical
-51
- 3.12%
$293.94 - $444.72 $15K - $22.7K
1.58K $704K
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.06%
$620.67 - $670.08 $1.86K - $2.01K
5.44K $3.64M
GOOG
Alphabet Inc.

Communication Services
-96
- 2.06%
$175.16 - $255.24 $16.8K - $24.5K
4.57K $1.11M
MSFT
Microsoft Corp

Technology
-111
- 0.6%
$491.09 - $535.64 $54.5K - $59.5K
18.3K $9.47M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-138
- 1.27%
$393.18 - $439.39 $54.3K - $60.6K
10.8K $4.69M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-5
- 0.05%
$362.31 - $405.74 $1.81K - $2.03K
10.5K $4.23M
AAPL
Apple Inc.

Technology
-23
- 0.06%
$202.38 - $256.87 $4.65K - $5.91K
38.4K $9.77M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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