Compass Wealth Management LLC Purchases and Sells in Q1 2025

Compass Wealth Management LLC

$392 Billion
Q1 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSX	19.1K + 1221.52%	$113.93 - $131.55 $2.17M - $2.51M	20.6K $2.55B
OPCH	13.6K + 8.92%	$22.7 - $35.2 $309K - $479K	166K $5.8B
CCI	6.9K + 13.51%	$84.33 - $106.39 $582K - $734K	58K $6.04B
TE CONNECTIVITY PLC	4.61K + 14.3%	N/A	36.8K $5.2B
CB	531 + 3.39%	$257.71 - $301.99 $137K - $160K	16.2K $4.89B
RSP	4.1K + 3.59%	$169.43 - $182.84 $695K - $750K	119K $20.5B

New Holdings

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ENTG	18.4K New	$87.48 - $109.53 $1.61M - $2.02M	18.4K $1.61B
CENX	32.2K New	$16.6 - $21.83 $535K - $703K	32.2K $598M
GRFS	76.1K New	$6.62 - $8.71 $504K - $663K	76.1K $541M
MUB	774 New	$104.71 - $107.69 $81K - $83.4K	774 $81.6M
DFUV	1.73K New	$39.96 - $43.3 $69.3K - $75.1K	1.73K $71.5M
SCHX	3.01K New	$21.75 - $24.28 $65.4K - $73K	3.01K $66.4M

Top Sells

Reduced Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-15.6K - 12.14%	$167.43 - $244.7 $2.61M - $3.81M	113K $18.8B
C	-42.4K - 44.26%	$67.23 - $84.63 $2.85M - $3.59M	53.3K $3.79B
BX	-1.95K - 4.55%	$136.53 - $186.74 $266K - $364K	40.9K $5.72B
GOOGL	-1.22K - 2.93%	$154.33 - $206.19 $189K - $252K	40.5K $6.26B
AEIS	-1.29K - 1.88%	$94.8 - $131.54 $123K - $170K	67.5K $6.44B
ULTA	-3.21K - 86.62%	$314.47 - $431.35 $1.01M - $1.38M	495 $181M

Activity Summary All Purchases 100 New Holdings 51 Increased Positions 49 All Sells 96 Reductions 96 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.