Compass Financial Group, Inc/Sd Purchases in Q4 2024

Compass Financial Group, Inc/Sd

  • $527 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
4.42K
+ 4.0%
$571.78 - $647.97 $2.53M - $2.86M
115K $71.5B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.88M
+ 222.38%
$22.01 - $66.82 $41.3M - $125M
2.72M $61.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.24K
+ 3.81%
$521.84 - $558.82 $2.73M - $2.93M
143K $77B
VTI
Vanguard Total Stock Market Et

ETFs
695
+ 0.58%
$280.04 - $302.45 $195K - $210K
121K $35B
SCHG
Schwab Strategic Tr Us Large C

ETFs
153K
+ 334.79%
$25.93 - $105.3 $3.97M - $16.1M
199K $5.55B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.22K
+ 12.59%
$442.29 - $483.08 $537K - $587K
10.9K $4.93B
FSTA
Fidelity Covington Tr Msci Con

ETFs
14.1K
+ 8.63%
$49.28 - $52.29 $693K - $736K
177K $8.75B
SCHO
Schwab Short Term Us Treasury

ETFs
31.6K
+ 208.81%
$24.06 - $48.88 $760K - $1.54M
46.7K $1.12B
SCHA
Schwab Strategic Tr Us Small C

ETFs
124K
+ 106.76%
$25.33 - $51.16 $3.13M - $6.32M
239K $6.19B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.88K
New
$45.39 - $62.98 $176K - $244K
3.88K $220M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.31K
+ 27.29%
$49.79 - $51.14 $214K - $220K
20.1K $1.01B
QQQ
Invesco Qqq Trust, Series 1

ETFs
138
+ 2.49%
$481.22 - $538.17 $66.4K - $74.3K
5.68K $2.9B
ET
Energy Transfer LP

Energy
12
+ 0.02%
$16.05 - $19.86 $193 - $238
50.1K $982M
AMZN
Amazon Com Inc

Consumer Cyclical
104
+ 2.96%
$180.88 - $232.93 $18.8K - $24.2K
3.62K $794M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
41.5K
+ 118.85%
$24.31 - $49.53 $1.01M - $2.06M
76.5K $1.86B
SCHX
Schwab Strategic Tr Us Large C

ETFs
62.6K
+ 210.5%
$22.4 - $68.28 $1.4M - $4.28M
92.4K $2.14B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
10K
New
$11.1 - $12.03 $111K - $120K
10K $113M
TGRW
T Rowe Price Exchange Traded F

Technology
201
+ 0.95%
$37.03 - $41.54 $7.44K - $8.35K
21.4K $852M
VUSB
Vanguard Bd Index Fds
1.03K
+ 7.27%
N/A
15.2K $756M
VFH
Vanguard Financial ETF

ETFs
23
+ 0.47%
$108.87 - $126.2 $2.5K - $2.9K
4.89K $577M
IVV
Ishares Core S&P 500 ETF

ETFs
38
+ 8.24%
$570.51 - $610.59 $21.7K - $23.2K
499 $294M
VB
Vanguard Small Cap ETF

ETFs
15
+ 0.23%
$233.76 - $261.58 $3.51K - $3.92K
6.62K $1.59B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
52K
+ 203.17%
$27.54 - $83.04 $1.43M - $4.32M
77.6K $2.15B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
55.8K
+ 110.07%
$22.63 - $47.53 $1.26M - $2.65M
107K $2.42B
VBR
Vanguard Small Cap Value ETF

ETFs
110
+ 2.06%
$197.36 - $217.3 $21.7K - $23.9K
5.45K $1.08B
VDE
Vanguard Energy ETF

ETFs
31
+ 0.78%
$116.67 - $136.78 $3.62K - $4.24K
4K $485M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13
+ 0.64%
$113.92 - $127.38 $1.48K - $1.66K
2.05K $237M
CVX
Chevron Corp

Energy
10
+ 0.47%
$141.15 - $162.53 $1.41K - $1.63K
2.14K $310M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
17
+ 0.4%
$69.58 - $74.87 $1.18K - $1.27K
4.26K $298M
DFAI
Dimensional ETF Tr

ETFs
1.37K
+ 7.01%
$29.0 - $31.6 $39.8K - $43.4K
20.9K $612M
GGG
Graco Inc

Industrials
12
+ 0.28%
$81.45 - $92.29 $977 - $1.11K
4.3K $362M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
145
+ 0.67%
$11.39 - $12.41 $1.65K - $1.8K
21.9K $255M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1.21K
+ 2.91%
$9.99 - $10.92 $12K - $13.2K
42.6K $435M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
89.2K
+ 208.19%
$26.93 - $84.95 $2.4M - $7.58M
132K $3.61B
PEG
Public Service Enterprise Group Inc

Utilities
11
+ 0.33%
$81.87 - $94.51 $901 - $1.04K
3.36K $284M
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
68
+ 0.2%
$12.11 - $12.77 $823 - $868
34.9K $423M
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.17%
$161.05 - $179.7 $966 - $1.08K
3.45K $579M
VT
Vanguard Total World Stk Index

ETFs
26
+ 0.26%
$117.09 - $123.07 $3.04K - $3.2K
9.95K $1.17B
UNP
Union Pacific Corp

Industrials
3
+ 0.2%
$223.15 - $249.32 $669 - $748
1.53K $350M
CAT
Caterpillar Inc

Industrials
2
+ 0.19%
$360.37 - $416.88 $721 - $834
1.08K $391M
VHT
Vanguard Health Care ETF

ETFs
29
+ 2.14%
$250.81 - $283.3 $7.27K - $8.22K
1.38K $350M
BFK
Blackrock Municipal Income Trust

Financial Services
749
+ 1.17%
$9.79 - $10.72 $7.33K - $8.03K
64.8K $639M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
220
+ 0.84%
$11.07 - $13.15 $2.44K - $2.89K
26.3K $293M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.86K
+ 2.1%
$12.12 - $13.1 $22.5K - $24.3K
90.1K $1.1B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
12.1K
+ 9.27%
$79.93 - $88.06 $965K - $1.06M
142K $11.4B
VIG
Vanguard Dividend Appreciation

ETFs
424
+ 0.38%
N/A
111K $21.7B
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.27K
+ 0.6%
$11.6 - $12.83 $14.7K - $16.3K
212K $2.47B
Annaly Capital Management In
728
+ 0.46%
N/A
157K $2.88B
VDC
Vanguard Consumer Staples ETF

ETFs
5.34K
+ 1.18%
$210.96 - $223.62 $1.13M - $1.19M
458K $96.8B
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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