Compass Financial Group, Inc/Sd Portfolio Holdings

Compass Financial Group, Inc/Sd

  • $529 Billion
  • Q1 2025

Compass Financial Group, Inc/Sd has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $529 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Consumer Staples ETF with a value of $100B, Vanguard Index Fds S&P 500 ETF with a value of $77.7B, Vanguard Information Technolog with a value of $67.1B, Schwab Strategic Tr Us Broad M with a value of $63.8B, and Vanguard Industrial ETF with a value of $33.3B.

Examining the 13F form we can see an increase of $1.24B in the current position value, from $527B to 529B.

Compass Financial Group, Inc/Sd is based out at Sioux Falls, SD

Below you can find more details about Compass Financial Group, Inc/Sd portfolio as well as his latest detailed transactions.

Portfolio value $529 Billion
ETFs: $495 Billion
Financial Services: $14.1 Billion
Technology: $4.43 Billion
Consumer Defensive: $2.19 Billion
Industrials: $1.82 Billion
Consumer Cyclical: $1.53 Billion
Energy: $1.31 Billion
Utilities: $1.03 Billion
Other: $1.79 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $529 Billion
  • Prior Value $527 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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