Compass Financial Services Inc New Holdings in Q1 2025

Compass Financial Services Inc

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
140
New
$51.67 - $58.49 $7.23K - $8.19K
140 $8.12M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
103
New
$77.33 - $90.16 $7.96K - $9.29K
103 $8.08M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
97
New
$80.73 - $94.96 $7.83K - $9.21K
97 $8.05M
BK
Bank Of New York Mellon Corp

Financial Services
95
New
$75.42 - $88.95 $7.16K - $8.45K
95 $7.97M
PM
Philip Morris International Inc.

Consumer Defensive
50
New
$117.15 - $158.79 $5.86K - $7.94K
50 $7.94M
Innovator Growth
312
New
N/A
312 $7.77M
JPM
Jpmorgan Chase & CO

Financial Services
31
New
$225.19 - $279.95 $6.98K - $8.68K
31 $7.6M
IJUL
Innovator Etfs Tr

ETFs
255
New
$27.58 - $29.96 $7.03K - $7.64K
255 $7.43M
Smurfit Westrock
162
New
N/A
162 $7.3M
GRMN
Garmin LTD

Technology
33
New
$204.55 - $241.93 $6.75K - $7.98K
33 $7.17M
C
Citigroup Inc

Financial Services
98
New
$67.23 - $84.63 $6.59K - $8.29K
98 $6.96M
PEG
Public Service Enterprise Group Inc

Utilities
83
New
$78.2 - $90.39 $6.49K - $7.5K
83 $6.83M
PAPR
Innovator U.S. Equity Power Bu

ETFs
187
New
$35.21 - $37.69 $6.58K - $7.05K
187 $6.67M
TRV
Travelers Companies, Inc.

Financial Services
25
New
$232.43 - $265.13 $5.81K - $6.63K
25 $6.61M
SWKS
Skyworks Solutions, Inc.

Technology
101
New
$64.12 - $93.96 $6.48K - $9.49K
101 $6.53M
Super Micro
187
New
N/A
187 $6.4M
PEAK
Healthpeak Properties, Inc.

Real Estate
312
New
N/A
312 $6.31M
MET
Metlife Inc

Financial Services
76
New
$77.7 - $87.0 $5.91K - $6.61K
76 $6.1M
Innovator Growth
125
New
N/A
125 $5.96M
PRU
Prudential Financial Inc

Financial Services
50
New
$105.04 - $122.33 $5.25K - $6.12K
50 $5.58M
DOW
Dow Inc.

Basic Materials
156
New
$34.36 - $41.92 $5.36K - $6.54K
156 $5.45M
TXN
Texas Instruments Inc

Technology
30
New
N/A
30 $5.39M
SPG
Simon Property Group Inc

Real Estate
31
New
$159.48 - $187.78 $4.94K - $5.82K
31 $5.15M
TFC
Truist Financial Corp

Financial Services
125
New
$39.48 - $48.15 $4.94K - $6.02K
125 $5.14M
AVGO
Broadcom Inc.

Technology
29
New
$167.43 - $244.7 $4.86K - $7.1K
29 $4.86M
OMC
Omnicom Group Inc.

Communication Services
58
New
$79.43 - $88.34 $4.61K - $5.12K
58 $4.81M
QCOM
Qualcomm Inc

Technology
31
New
$151.94 - $175.86 $4.71K - $5.45K
31 $4.76M
KHC
Kraft Heinz CO

Consumer Defensive
150
New
$28.51 - $32.22 $4.28K - $4.83K
150 $4.57M
SNOW
Snowflake Inc.

Technology
31
New
$146.16 - $192.78 $4.53K - $5.98K
31 $4.53M
HPQ
Hp Inc

Technology
160
New
$27.69 - $34.72 $4.43K - $5.56K
160 $4.43M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
15
New
$283.06 - $421.16 $4.25K - $6.32K
15 $4.25M
GILD
Gilead Sciences, Inc.

Healthcare
37
New
$89.14 - $117.41 $3.3K - $4.34K
37 $4.15M
MCK
Mckesson Corp

Healthcare
6
New
$566.21 - $672.99 $3.4K - $4.04K
6 $4.04M
RGR
Sturm Ruger & CO Inc

Industrials
100
New
N/A
100 $3.93M
LNG
Cheniere Energy, Inc.

Energy
15
New
$209.32 - $253.66 $3.14K - $3.8K
15 $3.47M
FANG
Diamondback Energy, Inc.

Energy
21
New
$139.9 - $180.18 $2.94K - $3.78K
21 $3.36M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
115
New
$24.73 - $25.62 $2.84K - $2.95K
115 $2.94M
LEN
Lennar Corp

Consumer Cyclical
25
New
$113.93 - $141.54 $2.85K - $3.54K
25 $2.87M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
99
New
$27.64 - $28.58 $2.74K - $2.83K
99 $2.84M
WHR
Whirlpool Corp

Consumer Cyclical
31
New
$88.58 - $133.14 $2.75K - $4.13K
31 $2.79M
AAL
American Airlines Group Inc.

Industrials
250
New
N/A
250 $2.64M
Amer Sports
97
New
N/A
97 $2.59M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
71
New
$21.23 - $22.14 $1.51K - $1.57K
71 $1.57M
PLTR
Palantir Technologies Inc.

Technology
17
New
$64.98 - $124.62 $1.1K - $2.12K
17 $1.44M
SPIB
Spdr Portfolio Intermediate Te

ETFs
37
New
$32.5 - $33.3 $1.2K - $1.23K
37 $1.21M
XLC
Select Sector Spdr Tr Communic

ETFs
10
New
$94.84 - $105.31 $948 - $1.05K
10 $970K
MAGA
ETF Ser Solutions

ETFs
20
New
$46.61 - $50.11 $932 - $1K
20 $969K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
35
New
$19.04 - $20.15 $666 - $705
35 $660K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
New
$175.5 - $209.86 $527 - $630
3 $544K
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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