Compass Wealth Management LLC Purchases in Q3 2025

Compass Wealth Management LLC

  • $448 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
96.5K
New
$264.74 - $369.57 $25.6M - $35.7M
96.5K $31.8B
RSP
Invesco S&P 500 Equal Weight E

ETFs
123K
+ 17931.05%
$181.56 - $190.33 $22.3M - $23.4M
124K $23.5B
JPM
Jpmorgan Chase & CO

Financial Services
41K
New
$282.78 - $316.06 $11.6M - $13M
41K $12.9B
GOOG
Alphabet Inc.

Communication Services
45.8K
New
$175.16 - $255.24 $8.02M - $11.7M
45.8K $11.2B
AEIS
Advanced Energy Industries Inc

Industrials
59.8K
New
$133.59 - $176.59 $7.99M - $10.6M
59.8K $10.2B
GOOGL
Alphabet Inc.

Communication Services
40.2K
New
$174.36 - $254.72 $7.01M - $10.2M
40.2K $9.77B
DHR
Danaher Corp

Healthcare
49.1K
New
$181.46 - $212.2 $8.92M - $10.4M
49.1K $9.74B
AMAT
Applied Materials Inc

Technology
42.8K
New
$156.25 - $204.95 $6.69M - $8.77M
42.8K $8.76B
STZ
Constellation Brands, Inc.

Consumer Defensive
62.7K
New
$131.78 - $176.09 $8.26M - $11M
62.7K $8.44B
APD
Air Products & Chemicals, Inc.

Basic Materials
29.9K
New
$265.78 - $299.3 $7.94M - $8.94M
29.9K $8.14B
MSFT
Microsoft Corp

Technology
13.2K
New
$491.09 - $535.64 $6.5M - $7.09M
13.2K $6.85B
BX
Blackstone Inc.

Financial Services
40K
New
$152.77 - $188.68 $6.11M - $7.55M
40K $6.83B
ABBV
Abb Vie Inc.

Healthcare
28.8K
New
$184.85 - $231.54 $5.33M - $6.68M
28.8K $6.68B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
15.5K
+ 117.48%
$224.68 - $282.71 $3.48M - $4.38M
28.7K $8.02B
Te Connectivity PLC
23.1K
+ 169.45%
N/A
36.7K $8.06B
CCI
Crown Castle International Corp

Real Estate
64.4K
New
$92.96 - $113.91 $5.98M - $7.33M
64.4K $6.21B
OPCH
Option Care Health, Inc.

Healthcare
230K
+ 9825.28%
$26.82 - $31.95 $6.16M - $7.34M
232K $6.44B
BWXT
Bwx Technologies, Inc.

Industrials
31.9K
New
$136.45 - $184.37 $4.35M - $5.88M
31.9K $5.88B
SMG
Scotts Miracle Gro CO

Basic Materials
95.7K
New
$55.82 - $70.08 $5.34M - $6.71M
95.7K $5.45B
RTX
Raytheon Technologies Corp

Industrials
31.2K
+ 673.19%
$144.19 - $167.33 $4.5M - $5.23M
35.9K $6B
GLW
Corning Inc

Technology
63.9K
New
$51.6 - $82.03 $3.3M - $5.25M
63.9K $5.25B
FIS
Fidelity National Information Services, Inc.

Technology
78.3K
New
$63.37 - $82.35 $4.96M - $6.45M
78.3K $5.17B
HCA
Hca Healthcare, Inc.

Healthcare
11.5K
+ 2087.64%
$334.32 - $426.2 $3.84M - $4.89M
12K $5.13B
Canadian Pacific Kansas City
63.7K
New
N/A
63.7K $4.74B
LLY
Eli Lilly & CO

Healthcare
6.2K
New
$625.65 - $812.69 $3.88M - $5.04M
6.2K $4.73B
MAR
Marriott International Inc

Consumer Cyclical
18.1K
New
$255.35 - $282.87 $4.63M - $5.13M
18.1K $4.73B
CB
Chubb LTD

Financial Services
16.7K
New
$265.99 - $289.59 $4.45M - $4.84M
16.7K $4.72B
CSCO
Cisco Systems, Inc.

Technology
68.9K
New
$66.2 - $71.79 $4.56M - $4.95M
68.9K $4.71B
FISV
Fiserv Inc

Technology
34.7K
New
N/A
34.7K $4.48B
Rocket Cos Inc
227K
New
N/A
227K $4.4B
AXP
American Express CO

Financial Services
13.1K
New
$294.27 - $342.31 $3.87M - $4.5M
13.1K $4.36B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
52K
+ 483.73%
$72.65 - $78.68 $3.78M - $4.09M
62.8K $4.92B
Blackrock Inc
3.56K
New
N/A
3.56K $4.16B
Jacobs Solutions Inc
27.2K
New
N/A
27.2K $4.08B
PINS
Pinterest, Inc.

Communication Services
125K
New
$32.17 - $39.17 $4.03M - $4.91M
125K $4.03B
ENTG
Entegris Inc

Technology
42.8K
New
$72.03 - $95.97 $3.08M - $4.11M
42.8K $3.96B
MDT
Medtronic PLC

Healthcare
44.1K
+ 3197.97%
$87.67 - $95.74 $3.87M - $4.22M
45.5K $4.33B
PNR
Pentair PLC

Industrials
35K
New
$100.62 - $112.59 $3.52M - $3.94M
35K $3.88B
SBUX
Starbucks Corp

Consumer Cyclical
67.1K
+ 556.6%
$81.9 - $96.86 $5.5M - $6.5M
79.2K $6.7B
PSX
Phillips 66

Energy
37.4K
+ 1388.37%
$118.37 - $139.46 $4.42M - $5.21M
40.1K $5.45B
ABT
Abbott Laboratories

Healthcare
27.2K
New
$120.51 - $136.62 $3.28M - $3.72M
27.2K $3.64B
MOGA
Moog Inc Cla
16.4K
New
N/A
16.4K $3.4B
INTU
Intuit Inc

Technology
4.8K
New
$646.03 - $807.39 $3.1M - $3.87M
4.8K $3.27B
TJX
Tjx Companies Inc

Consumer Cyclical
36.6K
+ 201.42%
$121.35 - $144.54 $4.44M - $5.28M
54.7K $7.91B
AMT
American Tower Corp

Real Estate
16K
New
$192.32 - $232.35 $3.08M - $3.73M
16K $3.08B
VFC
V F Corp

Consumer Cyclical
550K
+ 1374.32%
$11.66 - $15.56 $6.42M - $8.56M
590K $8.52B
FDX
Fedex Corp

Industrials
12.1K
New
$217.1 - $243.2 $2.62M - $2.93M
12.1K $2.84B
AAPL
Apple Inc.

Technology
11.1K
New
$202.38 - $256.87 $2.24M - $2.84M
11.1K $2.82B
SPMD
Spdr Portfolio

ETFs
62.5K
+ 584.11%
$54.43 - $58.29 $3.4M - $3.64M
73.2K $4.19B
Activity Summary
Buys All Purchases 120 New Holdings 91 Increased Positions 29 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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