Compass Financial Group, Inc/Sd Purchases in Q3 2025

Compass Financial Group, Inc/Sd

  • $665 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
4.89K
+ 3.41%
$656.44 - $753.15 $3.21M - $3.69M
149K $111B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
192K
+ 6.0%
$23.82 - $25.84 $4.57M - $4.95M
3.39M $87.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.65K
+ 2.8%
$567.77 - $614.76 $2.64M - $2.86M
171K $104B
VIS
Vanguard Industrial ETF

ETFs
2.85K
+ 2.09%
$281.0 - $296.29 $800K - $843K
139K $41.1B
FSTA
Fidelity Covington Tr Msci Con

ETFs
43.7K
+ 19.99%
$49.57 - $52.57 $2.16M - $2.3M
262K $13.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.19K
+ 22.56%
$459.11 - $506.91 $1.47M - $1.62M
17.4K $8.72B
VIG
Vanguard Dividend Appreciation

ETFs
1.2K
+ 1.05%
N/A
116K $25B
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.7K
+ 8.22%
$28.92 - $32.19 $570K - $634K
260K $8.28B
QS
Quantum Scape Corp

Consumer Cyclical
81K
New
$6.36 - $14.64 $515K - $1.19M
81K $998M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
36.6K
+ 22.42%
$22.9 - $23.58 $837K - $862K
200K $4.69B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
10.4K
+ 6.2%
$86.07 - $90.74 $896K - $944K
178K $16B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
23.8K
+ 19.01%
$24.65 - $24.98 $587K - $595K
149K $3.72B
DFAI
Dimensional ETF Tr

ETFs
11.2K
+ 31.39%
$34.05 - $36.55 $382K - $410K
47K $1.71B
QQQ
Invesco Qqq Trust, Series 1

ETFs
59
+ 1.06%
$546.99 - $602.2 $32.3K - $35.5K
5.63K $3.38B
SLV
I Shares Silver Trust

ETFs
6.69K
New
$32.73 - $42.5 $219K - $284K
6.69K $283M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
29.7K
New
$6.18 - $9.0 $184K - $267K
29.7K $267M
SCMB
Schwab Strategic Tr Mun Bd ETF
9.96K
+ 43.22%
N/A
33K $845M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.56K
+ 24.19%
$48.5 - $50.19 $221K - $229K
23.4K $1.17B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3K
+ 3.34%
$28.15 - $30.13 $84.4K - $90.4K
92.8K $2.75B
ABBV
Abb Vie Inc.

Healthcare
992
New
$184.85 - $231.54 $183K - $230K
992 $230M
STRV
Ea Ser Tr Strive 500 ETF
4.88K
New
N/A
4.88K $211M
SCHX
Schwab Strategic Tr Us Large C

ETFs
417
+ 0.42%
$24.46 - $26.5 $10.2K - $11.1K
99.9K $2.63B
GLD
Spdr Gold Trust

ETFs
238
+ 24.61%
$300.96 - $355.47 $71.6K - $84.6K
1.21K $428M
VDE
Vanguard Energy ETF

ETFs
855
+ 29.74%
$118.37 - $129.65 $101K - $111K
3.73K $469M
JNJ
Johnson & Johnson

Healthcare
6
+ 0.16%
$155.17 - $185.42 $931 - $1.11K
3.7K $686M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
261
+ 0.19%
$26.38 - $27.95 $6.89K - $7.29K
140K $3.81B
VB
Vanguard Small Cap ETF

ETFs
13
+ 0.2%
$237.58 - $259.17 $3.09K - $3.37K
6.4K $1.63B
TGRW
T Rowe Price Exchange Traded F

Technology
373
+ 1.65%
$41.52 - $46.07 $15.5K - $17.2K
22.9K $1.04B
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.2%
$282.78 - $316.06 $1.13K - $1.26K
2K $632M
BFK
Blackrock Municipal Income Trust

Financial Services
628
+ 0.96%
$9.44 - $10.17 $5.93K - $6.39K
66.4K $667M
CVX
Chevron Corp

Energy
12
+ 0.53%
$145.57 - $161.83 $1.75K - $1.94K
2.27K $352M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
600
+ 1.47%
$9.82 - $10.43 $5.89K - $6.26K
41.3K $427M
AGNC
Agnc Investment Corp.

Real Estate
1.08K
+ 5.3%
$9.2 - $10.37 $9.97K - $11.2K
21.5K $211M
OTTR
Otter Tail Corp

Utilities
15
+ 0.57%
$75.29 - $85.97 $1.13K - $1.29K
2.67K $219M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.09%
$291.67 - $316.99 $292 - $317
1.15K $350M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
195
+ 0.73%
$10.5 - $11.42 $2.05K - $2.23K
26.8K $304M
UNP
Union Pacific Corp

Industrials
3
+ 0.19%
$214.91 - $237.16 $645 - $711
1.57K $371M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
122
+ 0.55%
$11.04 - $11.83 $1.35K - $1.44K
22.2K $259M
AMZN
Amazon Com Inc

Consumer Cyclical
35
+ 0.9%
$211.65 - $238.24 $7.41K - $8.34K
3.93K $862M
VNQ
Vanguard Specialized Funds Van

ETFs
13
+ 0.48%
$88.47 - $93.24 $1.15K - $1.21K
2.74K $251M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
20
+ 0.47%
$72.01 - $74.44 $1.44K - $1.49K
4.32K $317M
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.35%
$79.99 - $90.14 $960 - $1.08K
3.39K $283M
GGG
Graco Inc

Industrials
15
+ 0.35%
$82.58 - $88.81 $1.24K - $1.33K
4.34K $369M
ET
Energy Transfer LP

Energy
14
+ 0.03%
$17.11 - $18.16 $240 - $254
50.3K $863M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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