Compass Wealth Management LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $420 Billion distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $30.5B, Invesco S&P 500 Equal Weight E with a value of $22.1B, Jpmorgan Chase & CO with a value of $12.2B, Danaher Corp with a value of $9.4B, and Advanced Energy Industries Inc with a value of $8.76B.
Examining the 13F form we can see an increase of $27.7B in the current position value, from $392B to 420B.
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
$420 Billion
Technology: $92.9 Billion
Financial Services: $49 Billion
ETFs: $46 Billion
Healthcare: $44.3 Billion
Industrials: $39.6 Billion
Consumer Cyclical: $29.6 Billion
Consumer Defensive: $26.8 Billion
Communication Services: $20.7 Billion
Other: $48.6 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
