Compass Financial Services Inc Purchases in Q2 2025

Compass Financial Services Inc

  • $206 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
16
+ 6.99%
$283.31 - $388.96 $4.53K - $6.22K
245 $92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
33
+ 2.7%
$152.93 - $181.74 $5.05K - $6K
1.26K $228M
TGLS
Tecnoglass Inc.

Basic Materials
200
New
$62.7 - $88.42 $12.5K - $17.7K
200 $15.5M
BWXT
Bwx Technologies, Inc.

Industrials
1
+ 0.3%
$89.24 - $144.06 $89.2 - $144
331 $47.7M
KR
Kroger CO

Consumer Defensive
200
New
$64.62 - $74.0 $12.9K - $14.8K
200 $14.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
26
+ 0.32%
$45.11 - $52.34 $1.17K - $1.36K
8.26K $432M
PFG
Principal Financial Group Inc

Financial Services
213
+ 19.7%
$69.56 - $86.19 $14.8K - $18.4K
1.29K $103M
BNDX
Vanguard Total International B

ETFs
233
New
$48.77 - $49.55 $11.4K - $11.5K
233 $11.5M
OMF
One Main Holdings, Inc.

Financial Services
200
New
$40.42 - $57.0 $8.08K - $11.4K
200 $11.4M
EMB
Ishares Tr

ETFs
115
New
$86.54 - $92.62 $9.95K - $10.7K
115 $10.6M
JCI
Johnson Controls International PLC

Industrials
2
+ 0.6%
$71.14 - $105.62 $142 - $211
334 $35.3M
XLP
Consumer Staples Sector Spdr

ETFs
101
New
N/A
101 $8.15M
CTRA
Coterra Energy Inc.

Energy
300
New
$22.6 - $29.07 $6.78K - $8.72K
300 $7.61M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3
+ 0.29%
$60.34 - $74.89 $181 - $225
1.05K $78.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.26%
$82.96 - $110.1 $83 - $110
391 $43M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.35%
$146.58 - $180.01 $147 - $180
287 $50.8M
VITL
Vital Farms, Inc.

Consumer Defensive
150
New
$30.52 - $38.52 $4.58K - $5.78K
150 $5.78M
CQP
Cheniere Energy Partners, L.P.

Energy
100
New
$54.61 - $68.04 $5.46K - $6.8K
100 $5.61M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.14%
$53.19 - $69.38 $53.2 - $69.4
710 $49.3M
Super Micro
50
+ 26.74%
N/A
237 $11.6M
GLD
Spdr Gold Trust

ETFs
13
+ 18.84%
$273.71 - $316.29 $3.56K - $4.11K
82 $25M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.28%
$103.16 - $128.52 $103 - $129
355 $45.6M
PLTR
Palantir Technologies Inc.

Technology
24
+ 141.18%
$74.01 - $144.25 $1.78K - $3.46K
41 $5.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.3%
$51.16 - $62.02 $153 - $186
999 $62M
TMP
Tompkins Financial Corp

Financial Services
57
New
$55.65 - $65.06 $3.17K - $3.71K
57 $3.58M
STM
St Microelectronics N.V.

Technology
2
+ 0.5%
$17.78 - $30.41 $35.6 - $60.8
405 $12.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2
+ 0.26%
$32.66 - $40.75 $65.3 - $81.5
766 $31M
T
At&T Inc.

Communication Services
21
+ 0.55%
$26.33 - $28.94 $553 - $608
3.83K $111M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
29
New
$102.02 - $103.5 $2.96K - $3K
29 $3.01M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 1.25%
$211.12 - $274.14 $211 - $274
81 $22M
Alarum Technologies
200
New
N/A
200 $2.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.21%
$90.56 - $109.49 $90.6 - $109
480 $52.5M
SO
Southern CO

Utilities
26
+ 35.14%
$84.91 - $92.56 $2.21K - $2.41K
100 $9.18M
RDVY
First Trust Rising Dividend Ac

ETFs
1
+ 0.22%
$51.6 - $62.74 $51.6 - $62.7
453 $28.4M
MCHP
Microchip Technology Inc

Technology
1
+ 1.27%
$35.34 - $71.6 $35.3 - $71.6
80 $5.62M
XLV
Select Sector Spdr Fund Health

ETFs
14
+ 140.0%
$128.77 - $144.3 $1.8K - $2.02K
24 $3.24M
IIPR
Innovative Industrial Properties Inc

Real Estate
14
+ 2.89%
$48.03 - $58.9 $672 - $825
498 $27.5M
IEMG
Ishares Inc

ETFs
19
New
N/A
19 $1.15M
CCEL
Cryo Cell International Inc

Healthcare
200
New
$4.8 - $6.45 $960 - $1.29K
200 $1.04M
FTHI
First Trust Exchange Traded Fd

ETFs
13
+ 2.36%
$19.66 - $22.85 $256 - $297
563 $12.9M
FTCS
First Trust Capital Strength E

ETFs
2
+ 0.38%
$81.6 - $92.39 $163 - $185
532 $48.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1
+ 0.44%
$34.72 - $42.74 $34.7 - $42.7
230 $9.82M
PLUG
Plug Power Inc

Industrials
460
+ 68.25%
$0.7 - $1.49 $322 - $685
1.13K $1.69M
SLV
I Shares Silver Trust

ETFs
23
New
$27.08 - $33.74 $623 - $776
23 $755K
IDU
Ishares Tr U S Utils ETF

ETFs
1
+ 0.53%
$93.98 - $106.11 $94 - $106
189 $19.8M
FPE
First Tr Pfd Secs & Income ETF

ETFs
20
+ 1.49%
$16.93 - $17.81 $339 - $356
1.36K $24.2M
MUB
Ishares National Muni Bond ETF

ETFs
6
New
$102.31 - $105.8 $614 - $635
6 $629K
BND
Vanguard Bd Index Fd Inc Total

ETFs
8
New
$72.02 - $73.82 $576 - $591
8 $591K
PFF
Ishares Trust Ishares Pfd And

ETFs
19
+ 1.73%
$29.0 - $30.68 $551 - $583
1.12K $34.3M
Activity Summary
Buys All Purchases 132 New Holdings 37 Increased Positions 95 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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