Compass Advisory Group LLC Portfolio Holdings
Compass Advisory Group LLC
- $234 Million
- Q2 2025
Compass Advisory Group LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $234 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $58M, Innovator Etfs Tr with a value of $22.3M, Schwab Strategic U.S. Mid Cap with a value of $19.1M, Vanguard Total Stock Market Et with a value of $19.1M, and Pacer Fds Tr Pacer Us Small Ca with a value of $15.8M.
Examining the 13F form we can see an increase of $23.7M in the current position value, from $210M to 234M.
Below you can find more details about Compass Advisory Group LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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