Fund HoldingsEncompass More Asset Management

Total Portfolio Value
$120.74M
Total Bought
$64.47M
Total Sold
$33.59M
Net Transaction
+$30.87M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0195,618+195,61805,4694.53%+5,469
NORTHERN LTS FD TR IV
MAIN BUYWRITE
909,4561,291,791+382,33512,25917,65914.63%+5,399
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
087,501+87,50104,4023.65%+4,402
ADVISORSHARES TR
Q DYNAMIC GROWTH
0127,461+127,46104,1753.46%+4,175
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
73,891149,345+75,4543,4407,5246.23%+4,084
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
0155,768+155,76803,9053.23%+3,905
ETF OPPORTUNITIES TRUST0125,190+125,19003,6643.03%+3,664
WORLD GOLD TR(GLDM)078,494+78,49403,4582.86%+3,458
VANGUARD INDEX FDS012,812+12,81203,3302.76%+3,330
STARBOARD INVT TR
ADAPTIVE ALPHA
131,414222,413+90,9993,1985,7004.72%+2,502
STRATEGY SHS
DAY HAGAN SMART
7,32163,867+56,5462612,4562.03%+2,195
SELECT SECTOR SPDR TR
ST STR TECHN ETF
13,72018,461+4,7412,6413,8453.18%+1,204
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
031,019+31,01901,1620.96%+1,162
STARBOARD INVT TR
ADAPTIVE HDGD MU
206,567338,596+132,0291,5742,7332.26%+1,159
AMAZON COM INC(AMZN)1,7626,026+4,2642681,0870.90%+819
SELECT SECTOR SPDR TR
ST STR FINL ETF
23,04139,811+16,7708661,6771.39%+810
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,23910,699+4,4608511,5811.31%+730
COSTCO WHSL CORP NEW(COST)0899+89906590.55%+659
INTERNATIONAL BUSINESS MACHS(IBM)03,431+3,43106550.54%+655
BONDBLOXX ETF TRUST
JP MOR USD 1 ETF
17,84732,055+14,2087281,3331.10%+605
UNITED STATES STL CORP NEW014,320+14,32005840.48%+584
GENERAL ELECTRIC CO(GE)03,282+3,28205760.48%+576
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
016,596+16,59605720.47%+572
INNOVATOR ETFS TRUST
US EQT ULTRA BF
017,494+17,49405710.47%+571
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
019,840+19,84005700.47%+570
AIM ETF PRODUCTS TRUST
ALLIA US FEB ETF
019,670+19,67005700.47%+570
CONOCOPHILLIPS(COP)04,354+4,35405540.46%+554
APPLE INC(AAPL)1,1903,986+2,7962296840.57%+455
INNOVATOR ETFS TRUST
US EQT ULTRA BF
25,00436,091+11,0877691,1780.98%+410
HERSHEY CO(HSY)01,751+1,75103410.28%+341
ABBOTT LABS02,906+2,90603300.27%+330
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
06,650+6,65003270.27%+327
ISHARES TR1,3781,851+4736589730.81%+315
WELLS FARGO CO NEW(WFC)05,424+5,42403140.26%+314
SELECT SECTOR SPDR TR
ST STR STAPL ETF
6,59810,246+3,6484757820.65%+307
NVIDIA CORPORATION(NVDA)594658+642945950.49%+301
PEPSICO INC(PEP)01,676+1,67602930.24%+293
COMCAST CORP NEW(CCZ)06,307+6,30702730.23%+273
CHEVRON CORP NEW(CVX)01,659+1,65902620.22%+262
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,912+3,91202570.21%+257
DISNEY WALT CO(DIS)02,080+2,08002550.21%+255
SHELL PLC(SHEL)03,784+3,78402540.21%+254
DUPONT DE NEMOURS INC(DD)03,269+3,26902510.21%+251
META PLATFORMS INC(META)1,7631,793+306248710.72%+247
ISHARES TR03,253+3,25302460.20%+246
FIDELITY COVINGTON TRUST01,539+1,53902400.20%+240
ISHARES TR02,070+2,07002390.20%+239
ACCENTURE PLC IRELAND
SHS CLASS A
0668+66802320.19%+232
LOWES COS INC(LOW)0903+90302300.19%+230
UNITED PARCEL SERVICE INC(UPS)01,521+1,52102260.19%+226
GALLAGHER ARTHUR J & CO(AJG)0893+89302230.18%+223
MKS INSTRS INC(MKSI)01,616+1,61602150.18%+215
ADVANCE AUTO PARTS INC(AAP)02,523+2,52302150.18%+215
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,7454,608+8636318420.70%+211
SELECT SECTOR SPDR TR
ST STR DISCR ETF
5,5316,523+9929891,2000.99%+211
BANK AMERICA CORP05,414+5,41402050.17%+205
VANGUARD INDEX FDS0426+42602050.17%+205
SM ENERGY CO(SM)04,051+4,05102020.17%+202
PROSHARES TR
ULTRPRO DOW30
6,4447,913+1,4694796740.56%+195
MCDONALDS CORP(MCD)8311,554+7232464380.36%+192
PROSHARES TR
ULTRAPRO QQQ
9,66611,062+1,3964906810.56%+191
JPMORGAN CHASE & CO(JPM)1,4522,106+6542474220.35%+175
AMGEN INC(AMGN)9191,445+5262654110.34%+146
PROCTER AND GAMBLE CO(PG)2,6503,255+6053885280.44%+140
HOME DEPOT INC(HD)654905+2512273470.29%+121
DIREXION SHS ETF TR
DA 500 BU 3X ETF
5,4075,027-3805626740.56%+111
PROSHARES TR
ULTRPRO S&P500
10,3139,577-7365656760.56%+111
SPDR S&P 500 ETF TR(SPY)1,0081,123+1154795870.49%+108
ISHARES TR2,8874,213+1,3262233280.27%+104
MICROSOFT CORP(MSFT)4,1383,935-2031,5561,6561.37%+100
ISHARES TR5,8556,764+9095876810.56%+94
L3HARRIS TECHNOLOGIES INC(LHX)1,3371,666+3292823550.29%+73
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
38,30241,500+3,1989411,0130.84%+72
HONEYWELL INTL INC(HON)1,3591,715+3562853520.29%+67
GILEAD SCIENCES INC(GILD)2,7013,867+1,1662192830.23%+64
SELECT SECTOR SPDR TR
ST STR ENERG ETF
5,7905,653-1374855340.44%+48
SPDR SER TR
ST STR P500ETF
4,5994,693+942572890.24%+32
MASTERCARD INCORPORATED(MA)483482-12062320.19%+26
NOVO-NORDISK A S(NVO)2,1531,937-2162232490.21%+26
NORTHERN LTS FD TR IV
MAIN THEMATC IN
11,63912,181+5421912140.18%+23
PATTERSON-UTI ENERGY INC(PTEN)15,05813,980-1,0781631670.14%+4
DIREXION SHS ETF TR
DAILY SMALL CAP
28,49225,545-2,9471,1241,0960.91%-28
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
9,7518,114-1,6372462150.18%-31
JANUS DETROIT STR TR
HENDRSN SHRT ETF
5,3414,614-7272582240.19%-34
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
9,4478,018-1,4292702350.19%-35
SELECT SECTOR SPDR TR
ST STR REAL ETF
8,8197,483-1,3363532960.24%-57
THE AARONS COMPANY INC14,96213,896-1,0661631040.09%-59
STRATEGY SHS
DAY HAGAN SMART
82,80179,024-3,7771,7681,6751.39%-93
AMERICAN CENTY ETF TR6,8705,041-1,8294153210.27%-94
AFLAC INC(AFL)12,00510,392-1,6139908920.74%-98
SPDR SER TR
ST STR BLO 1 ETF
10,6549,333-1,3219748570.71%-117
SELECT SECTOR SPDR TR
ST STR SVC ETF
11,7258,898-2,8278527270.60%-125
TEGNA INC10,3420-10,3421580-158
TESLA INC(TSLA)1,6921,242-4504202180.18%-202
ALPHABET INC(GOOG)1,4580-1,4582040-204
SELECT SECTOR SPDR TR
ST STR MATER ETF
2,4090-2,4092060-206
PACER FDS TR
US CASH COWS 100
36,93529,398-7,5371,9201,7081.41%-212
SPDR INDEX SHS FDS
ST PORT MARK ETF
6,1380-6,1382170-217
AMERICAN CENTY ETF TR4,0310-4,0312270-227
ISHARES TR5,5280-5,5282290-229
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