Compass Wealth Management LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $405 Billion distributed in 400 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $22.4B, Invesco S&P 500 Equal Weight E with a value of $17.7B, Applied Materials Inc with a value of $11.5B, Jpmorgan Chase & CO with a value of $10.5B, and Constellation Brands, Inc. with a value of $9.22B.
Examining the 13F form we can see an increase of $5.72B in the current position value, from $399B to 405B.
Compass Wealth Management LLC is based out at Guilford, CT
Below you can find more details about Compass Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$405 Billion
Technology: $87.1 Billion
Financial Services: $48.7 Billion
Healthcare: $44.5 Billion
ETFs: $41.3 Billion
Industrials: $37.2 Billion
Consumer Defensive: $37 Billion
Communication Services: $25 Billion
Consumer Cyclical: $22.9 Billion
Other: $49.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions