Encompass Wealth Advisors, LLC Sells in Q4 2024

Encompass Wealth Advisors, LLC

  • $245 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-4.44K
- 19.07%
$406.35 - $454.46 $1.8M - $2.02M
18.8K $7.94M
COST
Costco Wholesale Corp

Consumer Defensive
-2.33K
- 30.37%
$873.59 - $994.69 $2.03M - $2.31M
5.34K $4.89M
AMAT
Applied Materials Inc

Technology
-7.5K
- 82.89%
$161.44 - $213.89 $1.21M - $1.6M
1.55K $251K
UNP
Union Pacific Corp

Industrials
-4.91K
- 74.19%
$223.15 - $249.32 $1.1M - $1.22M
1.71K $389K
AMGN
Amgen Inc

Healthcare
-1.6K
- 20.96%
$258.78 - $328.31 $413K - $524K
6.02K $1.57M
NVDA
Nvidia Corp

Technology
-7K
- 36.27%
$117.0 - $148.88 $819K - $1.04M
12.3K $1.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.44K
- 29.94%
$442.29 - $483.08 $638K - $697K
3.37K $1.53M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.47K
- 28.87%
$180.88 - $232.93 $1.17M - $1.51M
15.9K $3.5M
V
Visa Inc.

Financial Services
-2.5K
- 68.86%
$273.87 - $320.91 $684K - $801K
1.13K $356K
TGT
Target Corp

Consumer Defensive
-3.18K
- 63.19%
$121.59 - $160.69 $386K - $510K
1.85K $250K
IBM
International Business Machines Corp

Technology
-1.9K
- 57.38%
$204.9 - $238.04 $389K - $452K
1.41K $309K
JNJ
Johnson & Johnson

Healthcare
-2K
- 37.45%
$143.34 - $165.86 $286K - $331K
3.34K $482K
BAC
Bank Of America Corp

Financial Services
-10.1K
- 66.06%
$39.22 - $47.77 $394K - $480K
5.16K $226K
SBUX
Starbucks Corp

Consumer Cyclical
-3.61K
- 54.55%
$87.44 - $102.5 $316K - $370K
3.01K $274K
AAPL
Apple Inc.

Technology
-4.53K
- 10.27%
$221.69 - $259.02 $1M - $1.17M
39.6K $9.91M
CVX
Chevron Corp

Energy
-2.26K
- 36.44%
$141.15 - $162.53 $319K - $367K
3.94K $571K
XOM
Exxon Mobil Corp

Energy
-2.25K
- 38.1%
$105.51 - $125.37 $237K - $282K
3.65K $392K
CSCO
Cisco Systems, Inc.

Technology
-6.23K
- 39.99%
$52.45 - $60.02 $327K - $374K
9.35K $553K
CB
Chubb LTD

Financial Services
-662
- 23.09%
$271.57 - $301.89 $180K - $200K
2.21K $609K
ROP
Roper Technologies Inc

Industrials
-40
- 0.78%
$519.85 - $575.95 $20.8K - $23K
5.06K $2.63M
INTC
Intel Corp

Technology
-6.88K
- 36.42%
$19.07 - $26.23 $131K - $180K
12K $240K
MCHP
Microchip Technology Inc

Technology
-120
- 3.32%
$55.51 - $79.05 $6.66K - $9.49K
3.49K $200K
PG
Procter & Gamble CO

Consumer Defensive
-9
- 0.14%
$161.05 - $179.7 $1.45K - $1.62K
6.51K $1.09M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-600
- 10.38%
$50.35 - $50.69 $30.2K - $30.4K
5.18K $261K
T
At&T Inc.

Communication Services
-1.97K
- 10.0%
$21.22 - $23.88 $41.7K - $46.9K
17.7K $403K
BP
Bp PLC

Energy
-9
- 0.12%
$28.16 - $33.14 $253 - $298
7.2K $212K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-78
- 2.04%
$124.26 - $134.12 $9.69K - $10.5K
3.75K $481K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-193
- 5.01%
$370.24 - $418.94 $71.5K - $80.9K
3.66K $1.47M
AXP
American Express CO

Financial Services
-16
- 1.36%
$267.35 - $305.57 $4.28K - $4.89K
1.16K $345K
NOW
Service Now, Inc.

Technology
-19
- 6.33%
$867.18 - $1148.42 $16.5K - $21.8K
281 $297K
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.2%
$205.18 - $250.29 $821 - $1K
2.01K $482K
TSLA
Tesla, Inc.

Consumer Cyclical
-120
- 7.68%
$213.65 - $479.86 $25.6K - $57.6K
1.44K $582K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-27
- 0.25%
$316.94 - $357.88 $8.56K - $9.66K
10.8K $3.69M
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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