Compass Financial Services Inc Purchases in Q1 2025

Compass Financial Services Inc

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
165K
+ 300.36%
$51.45 - $58.51 $8.49M - $9.65M
220K $11.4B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27.2K
+ 5.31%
$50.39 - $50.66 $1.37M - $1.38M
540K $27.4B
USFR
Wisdomtree Floating Rate Treas

ETFs
19.7K
New
$50.29 - $50.5 $989K - $993K
19.7K $989M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.73K
+ 15.05%
$91.45 - $91.75 $890K - $893K
74.4K $6.82B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
13K
+ 4.16%
$49.22 - $51.73 $642K - $675K
326K $16.5B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
12.1K
+ 13.03%
$46.86 - $50.66 $566K - $612K
105K $5.08B
FDL
First Tr Morningstar Dividend

ETFs
5.85K
+ 6.16%
$39.69 - $43.83 $232K - $256K
101K $4.38B
Blackrock Ishares
7.37K
New
N/A
7.37K $365M
MSFT
Microsoft Corp

Technology
1.01K
+ 108.45%
$375.39 - $447.2 $381K - $453K
1.95K $732M
GOOGL
Alphabet Inc.

Communication Services
2.01K
+ 6696.67%
$154.33 - $206.19 $310K - $414K
2.04K $315M
BSEP
Innovator U.S. Equity Buffer E

ETFs
4.06K
New
$41.28 - $44.23 $168K - $180K
4.06K $170M
CASY
Caseys General Stores Inc

Consumer Cyclical
3
+ 0.08%
$378.71 - $442.54 $1.14K - $1.33K
3.91K $1.7B
GLDM
World Gold Trust

ETFs
1.3K
+ 19.07%
$52.19 - $61.89 $68K - $80.6K
8.13K $503M
DE
Deere & CO

Industrials
175
+ 29.12%
$408.57 - $509.27 $71.5K - $89.1K
776 $364M
TBJL
Innovator 20+ Year Treasury Bo

ETFs
5K
New
$19.32 - $20.46 $96.6K - $102K
5K $101M
PSEP
Innovator U.S. Equity Power Bu
2.51K
New
N/A
2.51K $96.2M
WMT
Walmart Inc.

Consumer Defensive
1.13K
+ 43.45%
$84.5 - $105.05 $95.1K - $118K
3.71K $326M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
2.53K
New
$30.75 - $33.98 $77.7K - $85.9K
2.53K $78.7M
KO
Coca Cola CO

Consumer Defensive
718
+ 29.14%
$60.81 - $72.32 $43.7K - $51.9K
3.18K $228M
PDEC
Innovator U.S. Equity Power Bu
1.97K
New
N/A
1.97K $74M
SPYG
Spdr Portfolio

ETFs
3.44K
+ 12.67%
$80.05 - $92.39 $275K - $318K
30.6K $2.46B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
766
New
$91.76 - $103.26 $70.3K - $79.1K
766 $70.9M
Ishares Bitcoin
1.65K
+ 90.26%
N/A
3.48K $163M
WFC
Wells Fargo & Company

Financial Services
863
+ 51.86%
$66.78 - $81.42 $57.6K - $70.3K
2.53K $181M
Jpmorgan Hedged
1.08K
New
N/A
1.08K $64.2M
VTI
Vanguard Total Stock Market Et

ETFs
230
New
$271.18 - $303.12 $62.4K - $69.7K
230 $63.3M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
817
New
$75.47 - $84.24 $61.7K - $68.8K
817 $63M
T
At&T Inc.

Communication Services
1.77K
+ 86.77%
$21.56 - $28.28 $38.2K - $50.1K
3.81K $108M
XLE
Energy Sector Spdr

ETFs
417
+ 16.83%
$85.7 - $93.96 $35.7K - $39.2K
2.89K $270M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
996
New
$57.21 - $65.8 $57K - $65.5K
996 $58.1M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
718
New
$77.91 - $92.26 $55.9K - $66.2K
718 $57.1M
TSLA
Tesla, Inc.

Consumer Cyclical
207
New
$222.15 - $428.22 $46K - $88.6K
207 $53.6M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
359
+ 0.64%
$178.65 - $194.73 $64.1K - $69.9K
56.4K $10.4B
FSK
Fs Kkr Capital Corp

Financial Services
2.4K
New
$20.47 - $24.06 $49.2K - $57.8K
2.4K $50.3M
FTCS
First Trust Capital Strength E

ETFs
530
New
$86.39 - $91.35 $45.8K - $48.4K
530 $47.5M
VZ
Verizon Communications Inc

Communication Services
914
+ 111.6%
$37.81 - $46.49 $34.6K - $42.5K
1.73K $78.6M
BAUG
Innovator U.S. Equity Buffer E
1.03K
New
N/A
1.03K $43.9M
ABBV
Abb Vie Inc.

Healthcare
41
+ 3.75%
$169.2 - $216.66 $6.94K - $8.88K
1.14K $238M
SPY
Spdr S&P 500 ETF Trust

ETFs
152
+ 9.48%
$551.42 - $612.93 $83.8K - $93.2K
1.76K $982M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
410
+ 594.2%
$102.49 - $119.96 $42K - $49.2K
479 $50M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
823
+ 11.11%
$49.78 - $53.19 $41K - $43.8K
8.23K $420M
HD
Home Depot, Inc.

Consumer Cyclical
113
New
$347.25 - $424.87 $39.2K - $48K
113 $41.4M
FHN
First Horizon Corp

Financial Services
1.97K
New
$17.7 - $22.43 $34.8K - $44.1K
1.97K $38.2M
XLI
Industrial Sector Spdr

ETFs
287
+ 4100.0%
$128.78 - $141.67 $37K - $40.7K
294 $38.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.58K
New
$23.16 - $27.04 $36.5K - $42.7K
1.58K $37M
PJUL
Innovator U.S. Equity Power Bu

ETFs
841
New
$39.81 - $42.17 $33.5K - $35.5K
841 $33.8M
CSCO
Cisco Systems, Inc.

Technology
531
+ 298.31%
$58.74 - $64.87 $31.2K - $34.4K
709 $43.7M
KJUL
Innovator U.S. Small Cap Power

Technology
1.17K
New
$27.83 - $30.18 $32.7K - $35.4K
1.17K $32.8M
BWXT
Bwx Technologies, Inc.

Industrials
330
New
$96.59 - $128.46 $31.9K - $42.4K
330 $32.6M
Activity Summary
Buys All Purchases 198 New Holdings 101 Increased Positions 97 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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