Compass Financial Services Inc Incresed Positions in Q1 2025

Compass Financial Services Inc

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
269
+ 0.92%
$6.04 - $6.31 $1.62K - $1.7K
29.4K $180M
EPR
Epr Properties

Real Estate
6
+ 1.59%
$43.98 - $53.81 $264 - $323
383 $20.2M
SO
Southern CO

Utilities
33
+ 80.49%
$80.96 - $92.96 $2.67K - $3.07K
74 $6.8M
PEY
Invesco Exchange Traded Fd Tr

ETFs
31
+ 0.25%
$20.82 - $22.08 $645 - $684
12.5K $268M
USB
Us Bancorp \De\

Financial Services
203
+ 21.5%
$40.92 - $50.9 $8.31K - $10.3K
1.15K $48.4M
BP
Bp PLC

Energy
8
+ 1.36%
$29.93 - $35.31 $239 - $282
598 $20.2M
CCI
Crown Castle International Corp

Real Estate
2
+ 1.35%
$84.33 - $106.39 $169 - $213
150 $15.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
67
+ 40.61%
$40.03 - $46.81 $2.68K - $3.14K
232 $9.47M
WBD
Warner Bros. Discovery, Inc.

Communication Services
135
+ 30.2%
$9.47 - $11.46 $1.28K - $1.55K
582 $6.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15
+ 0.89%
$27.01 - $28.54 $405 - $428
1.71K $47.7M
IDU
Ishares Tr U S Utils ETF

ETFs
1
+ 0.53%
$95.33 - $102.77 $95.3 - $103
188 $19.1M
FVD
First Tr Value Line Divid Inde

ETFs
6
+ 0.7%
$42.61 - $45.51 $256 - $273
865 $38.5M
PLUG
Plug Power Inc

Industrials
640
+ 1882.35%
$1.34 - $3.15 $858 - $2.02K
674 $910K
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.32%
$185.78 - $198.58 $1.11K - $1.19K
1.88K $358M
XLV
Select Sector Spdr Fund Health

ETFs
4
+ 66.67%
$137.61 - $149.68 $550 - $599
10 $1.47M
Global X
4
+ 0.97%
N/A
416 $41.8M
JCI
Johnson Controls International PLC

Industrials
1
+ 0.3%
$76.12 - $90.6 $76.1 - $90.6
332 $26.6M
XLF
Financial Sector Spdr

ETFs
7
+ 53.85%
$47.32 - $52.19 $331 - $365
20 $1M
PSA
Public Storage

Real Estate
1
+ 0.44%
$288.99 - $313.98 $289 - $314
229 $68.4M
OXY
Occidental Petroleum Corp

Energy
2
+ 0.61%
$45.45 - $52.7 $90.9 - $105
332 $16.4M
SWK
Stanley Black & Decker, Inc.

Industrials
1
+ 2.27%
$76.43 - $90.41 $76.4 - $90.4
45 $3.44M
CAG
Conagra Brands Inc.

Consumer Defensive
4
+ 1.54%
$23.9 - $27.67 $95.6 - $111
263 $7M
KBE
Spdr S&P Bank ETF

ETFs
1
+ 0.71%
$51.28 - $59.92 $51.3 - $59.9
142 $7.52M
PFF
Ishares Trust Ishares Pfd And

ETFs
12
+ 1.1%
$30.73 - $32.26 $369 - $387
1.1K $33.8M
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.57%
$115.08 - $123.97 $230 - $248
354 $41M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
2
+ 0.9%
$11.76 - $15.2 $23.5 - $30.4
224 $2.63M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 1.12%
$63.29 - $81.72 $63.3 - $81.7
90 $5.69M
BTEGF
Baytex Energy Corp.

Energy
21
+ 0.59%
N/A
3.58K $7.98M
CVE
Cenovus Energy Inc.

Energy
10
+ 0.88%
$12.24 - $15.63 $122 - $156
1.14K $15.9M
URA
Global X Uranium ETF

ETFs
10
+ 2.38%
$22.92 - $30.98 $229 - $310
431 $9.89M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.49%
$169.43 - $182.84 $1.02K - $1.1K
1.22K $212M
PCEF
Invesco Cef Income Composite E

ETFs
231
+ 1.15%
$18.8 - $19.89 $4.34K - $4.59K
20.3K $383M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.48%
$251.87 - $277.95 $756 - $834
627 $162M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3
+ 0.29%
$67.03 - $74.61 $201 - $224
1.04K $70.9M
IIPR
Innovative Industrial Properties Inc

Real Estate
11
+ 2.33%
$54.09 - $74.56 $595 - $820
484 $26.2M
TGT
Target Corp

Consumer Defensive
31
+ 10.47%
$103.65 - $142.5 $3.21K - $4.42K
327 $34.1M
AMZN
Amazon Com Inc

Consumer Cyclical
7
+ 1.42%
$190.26 - $242.06 $1.33K - $1.69K
499 $94.9M
XLK
Technology Sector Spdr

ETFs
58
+ 5.91%
$206.38 - $242.18 $12K - $14K
1.04K $215M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 0.36%
$507.05 - $563.67 $4.06K - $4.51K
2.22K $1.14B
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.08%
$210.19 - $243.33 $420 - $487
2.5K $527M
XYLD
Global X Fds S&P 500 Covered C

ETFs
4.13K
+ 4.32%
$39.02 - $42.89 $161K - $177K
99.8K $3.94B
AAPL
Apple Inc.

Technology
29
+ 0.55%
$209.68 - $247.1 $6.08K - $7.17K
5.27K $1.17B
QQQ
Invesco Qqq Trust, Series 1

ETFs
19
+ 0.38%
$468.34 - $539.52 $8.9K - $10.3K
5K $2.35B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.85K
+ 5.4%
$192.82 - $222.1 $549K - $632K
55.6K $10.7B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.25K
+ 0.84%
$16.57 - $18.85 $53.8K - $61.2K
389K $6.46B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.01K
+ 1.34%
$64.88 - $72.1 $455K - $506K
531K $34.9B
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
Track This Portfolio

Track Compass Financial Services Inc Portfolio

Follow Compass Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email