Compass Financial Services Inc Incresed Positions in Q2 2025

Compass Financial Services Inc

  • $206 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
MAR
Marriott International Inc

Consumer Cyclical
1
+ 1.25%
$211.12 - $274.14 $211 - $274
81 $22M
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
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
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
PFF
Ishares Trust Ishares Pfd And

ETFs
19
+ 1.73%
$29.0 - $30.68 $551 - $583
1.12K $34.3M
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
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
F
Ford Motor CO

Consumer Cyclical
1
+ 4.76%
$8.69 - $10.85 $8.69 - $10.9
22 $233K
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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