Compass Advisory Group LLC Incresed Positions in Q3 2025

Compass Advisory Group LLC

  • $312 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PJUL
Innovator U.S. Equity Power Bu

ETFs
489K
+ 2036.81%
$43.83 - $45.64 $21.4M - $22.3M
513K $23.4M
VT
Vanguard Total World Stk Index

ETFs
149K
+ 399.87%
$128.41 - $138.03 $19.1M - $20.5M
186K $25.6M
IJUL
Innovator Etfs Tr

ETFs
403K
+ 3270.4%
$31.5 - $32.72 $12.7M - $13.2M
416K $13.6M
KJUL
Innovator U.S. Small Cap Power

Technology
422K
+ 916.68%
$29.2 - $31.07 $12.3M - $13.1M
469K $14.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
84.8K
+ 127.34%
$78.96 - $80.04 $6.7M - $6.79M
151K $12.1M
BALT
Innovator Etfs Tr
59.2K
+ 8.52%
$32.11 - $32.82 $1.9M - $1.94M
754K $24.7M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.6K
+ 2.66%
$39.37 - $44.24 $417K - $468K
408K $17.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
26.3K
+ 3.85%
$28.15 - $30.13 $739K - $791K
708K $21M
VGLT
Vanguard Long Term Treasury Et

ETFs
28.5K
+ 19.62%
$54.21 - $57.41 $1.54M - $1.63M
174K $9.87M
VTI
Vanguard Total Stock Market Et

ETFs
83
+ 0.13%
$303.93 - $329.86 $25.2K - $27.4K
62.9K $20.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
811
+ 0.2%
$21.69 - $23.34 $17.6K - $18.9K
397K $9.23M
NVDA
Nvidia Corp

Technology
1.38K
+ 37.51%
$153.3 - $186.58 $211K - $257K
5.05K $941K
VTV
Vanguard Value ETF

ETFs
812
+ 4.03%
$175.51 - $186.57 $143K - $151K
21K $3.91M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.21K
+ 7.17%
$48.5 - $50.19 $253K - $261K
77.9K $3.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.51K
+ 4.44%
$66.38 - $71.68 $100K - $108K
35.5K $2.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.52K
+ 4.74%
$49.43 - $54.52 $75.3K - $83.1K
33.7K $1.82M
VUG
Vanguard Growth ETF

ETFs
127
+ 3.07%
$433.97 - $484.08 $55.1K - $61.5K
4.26K $2.04M
DFAT
Dimensional ETF Tr U S Target

ETFs
582
+ 3.27%
$53.36 - $59.69 $31.1K - $34.7K
18.4K $1.07M
META
Meta Platforms, Inc.

Communication Services
142
+ 14.55%
$695.21 - $791.73 $98.7K - $112K
1.12K $821K
VFVA
Vanguard Wellington Fd U S Val

ETFs
22
+ 0.22%
$116.21 - $129.7 $2.56K - $2.85K
10.2K $1.31M
AMZN
Amazon Com Inc

Consumer Cyclical
331
+ 8.0%
$211.65 - $238.24 $70.1K - $78.9K
4.47K $981K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$656.44 - $753.15 $656 - $753
567 $423K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.11%
$459.11 - $506.91 $1.38K - $1.52K
2.69K $1.35M
MSFT
Microsoft Corp

Technology
3
+ 0.2%
$491.09 - $535.64 $1.47K - $1.61K
1.47K $762K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
50
+ 1.03%
$76.16 - $78.59 $3.81K - $3.93K
4.92K $384K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
35
+ 0.53%
$72.01 - $74.44 $2.52K - $2.61K
6.61K $485K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
22
+ 0.19%
$45.26 - $46.63 $996 - $1.03K
11.5K $530K
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.44%
N/A
1.38K $251K
PDEC
Innovator U.S. Equity Power Bu
200
+ 0.29%
N/A
68.5K $0
PSEP
Innovator U.S. Equity Power Bu
1K
+ 7.2%
N/A
14.9K $0
Pacer Fds Tr
18
+ 0.07%
N/A
26.5K $0
Pgim Rock ETF Tr
1.43K
+ 11.85%
N/A
13.4K $0
VDC
Vanguard Consumer Staples ETF

ETFs
6
+ 0.55%
$212.64 - $225.25 $1.28K - $1.35K
1.1K $235K
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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