Encompass Wealth Advisors, LLC Closed Holding Positions

Encompass Wealth Advisors, LLC

$278 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
XYL Xylem Inc. Industrials	Q1 2021 Filed on May 25, 2021	186	$95.12 - $108.48 $17.7K - $20.2K
VCSH Vanguard Sht Term Corp Bd ETF ETFs	Q1 2021 Filed on May 25, 2021	14	$82.19 - $83.24 $1.15K - $1.17K
VRSK Verisk Analytics, Inc. Industrials	Q1 2021 Filed on May 25, 2021	59	$161.65 - $202.88 $9.54K - $12K
ITM Vaneck Intermediate Muni ETF ETFs	Q1 2021 Filed on May 25, 2021	12,019	$50.99 - $52.34 $613K - $629K
MGC Vanguard Mega Cap ETF ETFs	Q1 2021 Filed on May 25, 2021	2,360	$131.66 - $140.5 $311K - $332K
KDP Keurig Dr Pepper Inc. Consumer Defensive	Q1 2021 Filed on May 25, 2021	285	$30.52 - $35.49 $8.7K - $10.1K
NYF Ishares New York Muni Bond ETF ETFs	Q1 2021 Filed on May 25, 2021	11,381	$57.41 - $58.66 $653K - $668K
PGX Invesco ETF Tr Ii Pfd ETF ETFs	Q1 2021 Filed on May 25, 2021	1,220	$14.51 - $15.16 $17.7K - $18.5K
PZT Invesco ETF Tr Ii N Y Amt Fre ETFs	Q1 2021 Filed on May 25, 2021	773	$25.54 - $26.48 $19.7K - $20.5K
PRIM Primoris Services Corp Industrials	Q1 2021 Filed on May 25, 2021	150	$27.65 - $41.12 $4.15K - $6.17K
RUSHA Rush Enterprises Inc Tx Consumer Cyclical	Q1 2021 Filed on May 25, 2021	300	$39.54 - $51.11 $11.9K - $15.3K
KNDI Kandi Technologies Group, Inc. Consumer Cyclical	Q1 2021 Filed on May 25, 2021	1,750	$5.6 - $9.49 $9.8K - $16.6K
ICLN Ishares ETFs	Q1 2021 Filed on May 25, 2021	937	$22.27 - $33.41 $20.9K - $31.3K
MLN Vaneck Long Muni ETF ETFs	Q1 2021 Filed on May 25, 2021	1,156	$21.17 - $22.01 $24.5K - $25.4K
VCIT Vanguard Intermediate Term Cor ETFs	Q1 2021 Filed on May 25, 2021	579	$92.62 - $97.02 $53.6K - $56.2K
AVGO Broadcom Inc. Technology	Q1 2021 Filed on May 25, 2021	2,709	$421.25 - $489.96 $1.14M - $1.33M
PSK Spdr Ser Tr Spdr Ice Pfd Sec E ETFs	Q1 2021 Filed on May 25, 2021	1,159	$42.16 - $44.09 $48.9K - $51.1K
APTV Aptiv PLC Consumer Cyclical	Q1 2021 Filed on May 25, 2021	74	$127.96 - $156.99 $9.47K - $11.6K
BIO Bio Rad Laboratories, Inc. Healthcare	Q1 2021 Filed on May 25, 2021	19	$547.01 - $662.35 $10.4K - $12.6K
AEP American Electric Power CO Inc Utilities	Q1 2021 Filed on May 25, 2021	523	$74.85 - $85.84 $39.1K - $44.9K
APH Amphenol Corp Technology	Q1 2021 Filed on May 25, 2021	77	$60.04 - $67.96 $4.62K - $5.23K
CW Curtiss Wright Corp Industrials	Q1 2021 Filed on May 25, 2021	560	$103.79 - $123.92 $58.1K - $69.4K
CRS Carpenter Technology Corp Industrials	Q1 2021 Filed on May 25, 2021	1,719	$28.09 - $47.54 $48.3K - $81.7K
Marvell Technology Group LTD	Q1 2021 Filed on May 25, 2021	530	N/A
RIO Rio Tinto PLC Basic Materials	Q1 2021 Filed on May 25, 2021	156	$74.3 - $91.71 $11.6K - $14.3K
VBR Vanguard Small Cap Value ETF ETFs	Q1 2021 Filed on May 25, 2021	199	$139.89 - $172.72 $27.8K - $34.4K
PKG Packaging Corp Of America Consumer Cyclical	Q1 2021 Filed on May 25, 2021	14	$128.93 - $147.23 $1.81K - $2.06K
TD Toronto Dominion Bank Financial Services	Q1 2021 Filed on May 25, 2021	122	$56.26 - $66.31 $6.86K - $8.09K
SEE Sealed Air Corp Consumer Cyclical	Q1 2021 Filed on May 25, 2021	125	$41.9 - $47.36 $5.24K - $5.92K
BLK Black Rock Inc. Financial Services	Q1 2021 Filed on May 25, 2021	880	$683.21 - $779.75 $601K - $686K
NGG National Grid PLC Utilities	Q1 2021 Filed on May 25, 2021	193	$55.89 - $60.82 $10.8K - $11.7K
PSI Invesco Exchange Traded Fd Tr ETFs	Q1 2021 Filed on May 25, 2021	167	$34.98 - $42.83 $5.84K - $7.15K
RDS-A Shell PLC Energy	Q1 2021 Filed on May 25, 2021	250	$34.63 - $43.02 $8.66K - $10.8K
NXP Nuveen Select Tax Free Income Portfolio Financial Services	Q1 2021 Filed on May 25, 2021	285	$16.5 - $18.49 $4.7K - $5.27K
COO Cooper Companies, Inc. Healthcare	Q1 2021 Filed on May 25, 2021	75	$357.26 - $392.57 $26.8K - $29.4K
MET Metlife Inc Financial Services	Q1 2021 Filed on May 25, 2021	400	$46.08 - $61.76 $18.4K - $24.7K
RS Reliance Steel & Aluminum CO Basic Materials	Q1 2021 Filed on May 25, 2021	16	$116.08 - $155.62 $1.86K - $2.49K
LHX L3 Harris Technologies, Inc. Industrials	Q1 2021 Filed on May 25, 2021	19	$171.51 - $203.08 $3.26K - $3.86K
ETN Eaton Corp PLC Industrials	Q1 2021 Filed on May 25, 2021	28	$114.86 - $140.77 $3.22K - $3.94K
AJG Arthur J. Gallagher & Co. Financial Services	Q1 2021 Filed on May 25, 2021	13	$113.11 - $128.43 $1.47K - $1.67K
EL Estee Lauder Companies Inc Consumer Defensive	Q1 2021 Filed on May 25, 2021	215	$235.85 - $295.74 $50.7K - $63.6K
J Jacobs Engineering Group Inc Industrials	Q1 2021 Filed on May 25, 2021	9,318	$100.96 - $129.27 $941K - $1.2M
PENN Penn National Gaming Inc Consumer Cyclical	Q1 2021 Filed on May 25, 2021	200	$80.89 - $136.47 $16.2K - $27.3K
SWK Stanley Black & Decker, Inc. Industrials	Q1 2021 Filed on May 25, 2021	10	$169.35 - $202.07 $1.69K - $2.02K
KSU Kansas City Southern Industrials	Q1 2021 Filed on May 25, 2021	170	N/A
DOV Dover Corp Industrials	Q1 2021 Filed on May 25, 2021	80	$116.49 - $139.9 $9.32K - $11.2K
SNY Sanofi Healthcare	Q1 2021 Filed on May 25, 2021	450	$45.46 - $50.51 $20.5K - $22.7K
MGA Magna International Inc Consumer Cyclical	Q1 2021 Filed on May 25, 2021	55	$69.71 - $93.68 $3.83K - $5.15K
ALV Autoliv Inc Consumer Cyclical	Q1 2021 Filed on May 25, 2021	522	$86.94 - $99.2 $45.4K - $51.8K
HIG Hartford Financial Services Group, Inc. Financial Services	Q1 2021 Filed on May 25, 2021	1,600	$47.97 - $69.17 $76.8K - $111K

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