Encompass More Asset Management

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Danville, CA
CIK
0002011218
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 189 262,410 BUYW, USFR, SECT, GLDM 13F-HR 11/14/2024 000117266124005312
Q2 2024 110 140,190 BUYW, SECT, AGOX, BUFR 13F-HR 7/26/2024 000117266124002945
Q1 2024 99 120,739 BUYW, SECT, AGOX, BUFR 13F-HR 5/10/2024 000117266124002144
Q4 2023 91 89,011 BUYW, SSXU, SPYG, BUFR 13F-HR 2/15/2024 000117266124001607