EM
| |
Encompass More Asset Management13F | |
| Encompass More Asset Management | |
| Last update 2025-05-09 | 192 Stocks (36 new) |
| Value $335.00 Mil | Turnover 28 % |
Encompass More Asset Managemen... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUYW | Main BuyWrite ETF | 1,447,273 | 19,871.1 | -0.39% | 5.930 | -0.03% | 2.970 | +7.35% | +4.52% | 731.5 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 284,166 | 14,302.1 | -52.58% | 4.270 | -5.23% | 0.080 | +1.13% | +2.29% | 18,556.1 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 141,388 | 12,870.5 | +4,045.06% | 3.840 | +3.75% | 0.030 | -1.07% | +0.16% | 47,622.4 | ||
SECT | Main Sector Rotation ETF | 236,024 | 12,051.4 | -17.76% | 3.600 | -0.92% | 0.650 | +18.87% | +6.26% | 2,114.1 | ||
IBIT | ISHARES BITCOIN TR | 253,337 | 11,858.7 | +70.02% | 3.540 | +1.46% | 0.020 | +41.22% | +28.52% | 83,342.4 | ||
GLDM | SPDR Gold MiniShares Trust | 183,329 | 11,346.2 | +8.07% | 3.380 | +0.25% | 0.080 | +4.09% | +27.39% | 15,952.4 | ||
SGOL | abrdn Physical Gold Shares ETF | 279,182 | 8,325.2 | +10.07% | 2.480 | +0.23% | 0.180 | +4.05% | +27.31% | 5,194.9 | ||
AGOX | Adaptive Alpha Opportunities ETF | 280,257 | 6,856.7 | +1.17% | 2.050 | +0.02% | 2.480 | +20.12% | +7.92% | 331.9 | ||
BUCK | Simplify Treasury Option Income ETF | 263,302 | 6,498.3 | +58.81% | 1.940 | +0.72% | 1.900 | +2.63% | -0.51% | 337.0 | ||
SPY | SPDR S&P 500 ETF Trust | 11,322 | 6,333.4 | New Holding | 1.890 | +1.89% | 0.000 | +16.24% | +7.25% | 642,607.9 |
Encompass More Asset Management's Historical Top Holdings Breakdowns
Encompass More Asset Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Reduce Reduce | -5.23% | 50.29 ($50.4) 50.5 | $50.40 | 0% | Reduce -52.58% | 284,166 | -315,079 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Add Add | +3.75% | 85.29 ($89.02) 92.57 | $85.62 | -3.82% | Add 4045.06% | 141,388 | 137,977 | |
JUNM |
FT Vest U.S. Equity Max Buffer ETF - June
FT Vest U.S. Equity Max Buffer ETF - June
| 2025-03-31 | Sold Out Sold Out | -1.90% | 31.24 ($31.86) 32.22 | $33.31 | 4.55% | Sold Out | 0 | -181,255 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | New Buy New Buy | +1.89% | 551.42 ($587.78) 612.93 | $624.81 | 6.30% | New holding | 11,322 | 11,322 | |
SSO | ProShares Ultra S&P500 2x Shares | 2025-03-31 | New Buy New Buy | +1.88% | 80.57 ($92.26) 100.21 | $99.64 | 8.00% | New holding | 76,241 | 76,241 | |
FEBM |
FT Vest U.S. Equity Max Buffer ETF - February
FT Vest U.S. Equity Max Buffer ETF - February
| 2025-03-31 | New Buy New Buy | +1.69% | 28.37 ($28.59) 28.81 | $29.38 | 2.76% | New holding | 199,058 | 199,058 | |
WEAT | Teucrium Wheat Fund | 2025-03-31 | New Buy New Buy | +1.47% | 4.62 ($4.91) 5.33 | $4.49 | -8.55% | New holding | 1,050,340 | 1,050,340 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | Add Add | +1.46% | 44.91 ($52.94) 60.42 | $68.18 | 28.79% | Add 70.02% | 253,337 | 104,329 | |
REMX |
VanEck Rare Earth/Strategic Metals ETF
VanEck Rare Earth/Strategic Metals ETF
| 2025-03-31 | New Buy New Buy | +1.05% | 39.27 ($41.41) 44.5 | $47.12 | 13.79% | New holding | 88,866 | 88,866 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -1.04% | 24.91 ($27.39) 29.02 | $29.45 | 7.52% | Sold Out | 0 | -113,223 |
Encompass More Asset Management Total Holding History ($B)
Encompass More Asset Management's Asset Allocation
Encompass More Asset Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Encompass More Asset Management's Hypothetical Growth since 2025-03-31
Encompass More Asset Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Encompass More Asset Management's Holdings Heat Map
Size field:
Encompass More Asset Management's Holdings Bubble Chart
Encompass More Asset Management News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers