News + Filings Holdings
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ENCOMPASS WEALTH ADVISORS, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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CHARLES SCHWAB FAMILY OF FUNDS
| SWVXX | MUTUAL FUNDS | 0 | -1,529,061 | 0 | -1,529,061,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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3M CO
| MMM | Common | 0 | -3,517 | 0 | -421,730,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NUVEEN INTER DURATION MN TMF
| NID | COM | 0 | -23,000 | 0 | -301,760,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Merck & Co., Inc.
| MRK | COM | 0 | -2,178 | 0 | -241,671,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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COLUMBIA BANKING SYSTEM, INC.
| COLB | Common | 0 | -7,119 | 0 | -214,495,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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GoldMining Inc.
| GLDG | COM | 0 | -11,300 | 0 | -12,769,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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First Mining Gold Corp.
| FFMGF | COM | 0 | -41,300 | 0 | -6,195,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Avaya Holdings Corp.
| AVYA | Common | 0 | -19,085 | 0 | -3,741,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WINSTON GOLD CORP.
| WGMCF | Common Stock | 0 | -204,000 | 0 | -3,366,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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