Encompass More Asset Management

13F Filings History

Latest 13F report: Q4 2024 - Jan 21, 2025
Value $: $303M
Signature - Title: Chris Chatto - PRESIDENT/CHIEF COMPLIANCE OFFICER
Location: Danville, CA
Summary: This page shows a list of all the recent 13F filings made by Encompass More Asset Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Encompass More Asset Management reported 186 stock holdings with total value $303M as of Q4 2024. Top holdings included USFR, BUYW, SECT, GLDM, and IBIT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	186	$303M	+$85.1M	-$51.3M	+$33.8M	USFR, BUYW, SECT, GLDM, IBIT	13F-HR	1/21/2025, 09:58 AM
Q3 2024	189	$262M	+$138M	-$21.1M	+$117M	BUYW, USFR, SECT, GLDM, AGOX	13F-HR	11/14/2024, 05:08 PM
Q2 2024	110	$140M	+$29.2M	-$10.9M	+$18.3M	BUYW, SECT, AGOX, BUFR, XHLF	13F-HR	7/26/2024, 01:08 PM
Q1 2024	99	$121M	+$57.4M	-$30.2M	+$27.3M	BUYW, SECT, AGOX, BUFR, XHLF	13F-HR	5/10/2024, 01:43 PM
Q4 2023	91	$89M	$0	$0		BUYW, SSXU, SPYG, BUFR, SECT	13F-HR	2/15/2024, 09:36 AM