Compass Advisory Group LLC Portfolio Holdings by Sector
Compass Advisory Group LLC
- $180 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB VGLT VXF DFAT SCHF SCHM SCHG VTV 51 stocks |
$153,494
86.69% of portfolio
|
  31  
|
  14  
|
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$17,252
9.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,154
1.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,233
0.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$737
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW 1 stocks |
$542
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$492
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$490
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$375
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$299
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|