Compass Advisory Group LLC Incresed Positions in Q2 2025

Compass Advisory Group LLC

  • $234 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
93.5K
+ 4.0%
$19.1 - $23.83 $1.79M - $2.23M
2.43M $58M
VTI
Vanguard Total Stock Market Et

ETFs
2.77K
+ 4.61%
$243.75 - $303.93 $675K - $842K
62.8K $19.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
40.6K
+ 11.36%
$32.0 - $39.87 $1.3M - $1.62M
398K $15.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
30.7K
+ 4.71%
$22.92 - $28.05 $703K - $861K
682K $19.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
57.9K
+ 17.13%
$17.76 - $22.1 $1.03M - $1.28M
396K $8.75M
VXF
Vanguard Extended Market ETF

ETFs
4.63K
+ 17.62%
$150.43 - $192.71 $696K - $892K
30.9K $5.96M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.51K
+ 1.83%
$22.27 - $29.21 $78.1K - $102K
195K $5.7M
AAPL
Apple Inc.

Technology
4.33K
+ 47.47%
$172.42 - $223.89 $746K - $969K
13.4K $2.76M
VUG
Vanguard Growth ETF

ETFs
933
+ 29.14%
$329.49 - $438.4 $307K - $409K
4.14K $1.81M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.1K
+ 18.1%
$48.13 - $49.85 $536K - $555K
72.7K $3.56M
VTV
Vanguard Value ETF

ETFs
2.12K
+ 11.74%
$153.67 - $176.74 $325K - $374K
20.2K $3.56M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.2K
+ 18.91%
$20.42 - $25.3 $248K - $307K
76.4K $1.93M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.09K
+ 22.6%
$171.4 - $227.1 $186K - $246K
5.89K $1.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
150
+ 2.58%
$456.74 - $568.03 $68.5K - $85.2K
5.96K $3.39M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.68K
+ 4.2%
$77.94 - $79.5 $209K - $213K
66.6K $5.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
327
+ 0.97%
$54.19 - $67.22 $17.7K - $22K
34K $2.29M
MSFT
Microsoft Corp

Technology
72
+ 5.15%
$354.56 - $497.45 $25.5K - $35.8K
1.47K $731K
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.93K
+ 13.87%
$37.66 - $43.85 $110K - $128K
24K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
73
+ 4.25%
$416.06 - $551.64 $30.4K - $40.3K
1.79K $987K
META
Meta Platforms, Inc.

Communication Services
35
+ 3.72%
$484.66 - $738.09 $17K - $25.8K
976 $720K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
19
+ 0.08%
$75.29 - $91.16 $1.43K - $1.73K
23.2K $2.09M
VCIT
Vanguard Intermediate Term Cor

ETFs
882
+ 12.15%
$79.56 - $82.92 $70.2K - $73.1K
8.14K $675K
VFH
Vanguard Financial ETF

ETFs
7
+ 0.38%
$104.87 - $127.3 $734 - $891
1.84K $234K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.08K
+ 8.16%
$24.32 - $27.87 $26.2K - $30K
14.3K $377K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21
+ 0.18%
$44.68 - $45.96 $938 - $965
11.4K $523K
VDC
Vanguard Consumer Staples ETF

ETFs
6
+ 0.55%
$204.89 - $224.73 $1.23K - $1.35K
1.1K $240K
Innovator Etfs Trust
4.85K
+ 19.64%
N/A
29.5K $0
Pgim Rock ETF Tr
4.71K
+ 0.52%
N/A
912K $0
Pgim Rock ETF Tr
742
+ 6.58%
N/A
12K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
10.1K
+ 2.03%
N/A
509K $0
Innovator Etfs Trust
4.52K
+ 0.84%
N/A
541K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
3.25K
+ 24.46%
N/A
16.5K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
32
+ 0.49%
$68.13 - $74.77 $2.18K - $2.39K
6.58K $478K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.26%
$236.71 - $261.92 $710 - $786
1.14K $283K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.64%
$483.48 - $539.8 $8.22K - $9.18K
2.68K $1.3M
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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