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
IWS
Ishares Russell Midcap Value E

ETFs
4
New
$110.58 - $132.14 $442 - $529
4 $531K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
11
New
$43.63 - $45.4 $480 - $499
11 $493K
IWN
Ishares Russell2000 Val ETF

ETFs
3
New
$131.84 - $157.76 $396 - $473
3 $475K
KBE
Spdr S&P Bank ETF

ETFs
1
+ 0.7%
$45.85 - $55.78 $45.9 - $55.8
143 $7.98M
Global X
4
+ 0.96%
N/A
420 $42.2M
SONY
Sony Group Corp

Technology
1
+ 0.19%
$21.24 - $26.88 $21.2 - $26.9
519 $13.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
2
New
$141.87 - $164.49 $284 - $329
2 $329K
FSK
Fs Kkr Capital Corp

Financial Services
38
+ 1.58%
$17.95 - $21.5 $682 - $817
2.44K $50.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.41%
$85.42 - $94.39 $171 - $189
488 $45.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1
+ 1.01%
$28.21 - $28.85 $28.2 - $28.9
100 $2.88M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1
+ 1.41%
$21.55 - $22.2 $21.6 - $22.2
72 $1.58M
CMCSA
Comcast Corp

Communication Services
1
+ 2.63%
$32.84 - $36.72 $32.8 - $36.7
39 $1.37M
CCI
Crown Castle International Corp

Real Estate
2
+ 1.33%
$94.83 - $107.06 $190 - $214
152 $15.6M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 1.28%
$50.56 - $59.57 $50.6 - $59.6
79 $4.08M
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.63%
$79.79 - $91.42 $79.8 - $91.4
161 $14.4M
CVE
Cenovus Energy Inc.

Energy
13
+ 1.14%
$10.58 - $14.83 $138 - $193
1.15K $15.7M
DVN
Devon Energy Corp

Energy
1
+ 2.56%
$26.8 - $37.92 $26.8 - $37.9
40 $1.26M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.42%
$68.13 - $74.77 $68.1 - $74.8
241 $17.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
210
+ 1400.0%
$87.84 - $1441.89 $18.4K - $303K
225 $20.3M
BDX
Becton Dickinson & CO

Healthcare
1
+ 4.35%
$165.15 - $226.42 $165 - $226
24 $4.07M
BTEGF
Baytex Energy Corp.

Energy
26
+ 0.73%
N/A
3.6K $6.45M
CAG
Conagra Brands Inc.

Consumer Defensive
4
+ 1.52%
$20.4 - $26.78 $81.6 - $107
267 $5.46M
BP
Bp PLC

Energy
9
+ 1.51%
$26.11 - $33.81 $235 - $304
607 $18.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17
+ 1.0%
$24.32 - $27.87 $413 - $474
1.72K $45.6M
OXY
Occidental Petroleum Corp

Energy
2
+ 0.6%
$36.11 - $49.33 $72.2 - $98.7
334 $14M
CVX
Chevron Corp

Energy
1
+ 0.85%
$133.73 - $168.51 $134 - $169
119 $17M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.52%
$236.71 - $261.92 $237 - $262
192 $47.7M
Ishares High
25
+ 0.34%
N/A
7.4K $360M
PEY
Invesco Exchange Traded Fd Tr

ETFs
37
+ 0.3%
$18.68 - $21.54 $691 - $797
12.5K $255M
ABBV
Abb Vie Inc.

Healthcare
75
+ 6.61%
$170.16 - $206.27 $12.8K - $15.5K
1.21K $225M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9K
+ 2.76%
$45.3 - $50.64 $408K - $456K
335K $16.5B
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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