Compass Financial Group, Inc/Sd Purchases in Q1 2025

Compass Financial Group, Inc/Sd

  • $529 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VDC
Vanguard Consumer Staples ETF

ETFs
883
+ 0.19%
$206.54 - $226.16 $182K - $200K
459K $100B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
243K
+ 8.93%
$21.23 - $23.75 $5.15M - $5.77M
2.96M $63.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.14K
+ 10.51%
$442.66 - $534.52 $506K - $610K
12K $6.4B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
12.1K
+ 8.49%
$78.97 - $85.82 $955K - $1.04M
154K $12.8B
FSTA
Fidelity Covington Tr Msci Con

ETFs
21.5K
+ 12.12%
$48.3 - $52.85 $1.04M - $1.13M
198K $10.1B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30.5K
+ 28.6%
$22.46 - $23.26 $684K - $709K
137K $3.17B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
28.1K
+ 36.79%
$24.29 - $24.65 $683K - $693K
105K $2.58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.28K
+ 5.79%
$507.05 - $563.67 $4.2M - $4.66M
151K $77.7B
SCHO
Schwab Short Term Us Treasury

ETFs
17K
+ 36.34%
$24.1 - $24.34 $409K - $413K
63.7K $1.55B
Schwab Strategic Tr
11.6K
New
N/A
11.6K $296M
VIG
Vanguard Dividend Appreciation

ETFs
2.37K
+ 2.14%
N/A
113K $22B
OTTR
Otter Tail Corp

Utilities
2.63K
New
$72.43 - $83.38 $191K - $220K
2.63K $212M
ABBV
Abb Vie Inc.

Healthcare
970
New
$169.2 - $216.66 $164K - $210K
970 $203M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.53K
+ 2.67%
$27.01 - $28.54 $95.3K - $101K
136K $3.79B
PSLV
Sprott Physical Silver Trust

Financial Services
10.1K
New
$9.86 - $11.68 $99.5K - $118K
10.1K $117M
DFAI
Dimensional ETF Tr

ETFs
2.37K
+ 11.31%
$28.88 - $32.4 $68.4K - $76.8K
23.3K $728M
JNJ
Johnson & Johnson

Healthcare
49
+ 1.26%
$142.06 - $167.7 $6.96K - $8.22K
3.92K $651M
SCMB
Schwab Strategic Tr Mun Bd ETF
3K
+ 15.41%
N/A
22.5K $571M
CVX
Chevron Corp

Energy
104
+ 4.86%
$146.71 - $167.97 $15.3K - $17.5K
2.25K $376M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.51K
+ 7.5%
$49.25 - $50.66 $74.2K - $76.3K
21.6K $1.07B
VDE
Vanguard Energy ETF

ETFs
166
+ 4.15%
$119.14 - $132.76 $19.8K - $22K
4.16K $540M
VFH
Vanguard Financial ETF

ETFs
342
+ 7.0%
$114.07 - $127.34 $39K - $43.6K
5.23K $625M
JPM
Jpmorgan Chase & CO

Financial Services
119
+ 6.34%
$225.19 - $279.95 $26.8K - $33.3K
2K $489M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
16
+ 0.38%
$68.32 - $75.06 $1.09K - $1.2K
4.28K $320M
MSFT
Microsoft Corp

Technology
137
+ 20.45%
$375.39 - $447.2 $51.4K - $61.3K
807 $303M
UNP
Union Pacific Corp

Industrials
34
+ 2.22%
$225.21 - $254.42 $7.66K - $8.65K
1.57K $370M
PG
Procter & Gamble CO

Consumer Defensive
38
+ 1.1%
$158.56 - $176.26 $6.03K - $6.7K
3.49K $595M
META
Meta Platforms, Inc.

Communication Services
26
+ 6.82%
$576.36 - $736.67 $15K - $19.2K
407 $235M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
117
+ 0.44%
$11.05 - $11.79 $1.29K - $1.38K
26.4K $304M
BFK
Blackrock Municipal Income Trust

Financial Services
382
+ 0.59%
$9.89 - $10.29 $3.78K - $3.93K
65.1K $645M
GGG
Graco Inc

Industrials
14
+ 0.33%
$80.53 - $87.54 $1.13K - $1.23K
4.31K $360M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
75
+ 0.34%
$11.4 - $11.96 $855 - $897
21.9K $253M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.35K
+ 5.61%
$25.58 - $29.24 $111K - $127K
81.9K $2.15B
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.36%
$78.2 - $90.39 $938 - $1.08K
3.37K $277M
HD
Home Depot, Inc.

Consumer Cyclical
43
+ 3.75%
$347.25 - $424.87 $14.9K - $18.3K
1.19K $437M
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 1.2%
$554.06 - $615.85 $3.32K - $3.7K
505 $284M
CAT
Caterpillar Inc

Industrials
59
+ 5.47%
$326.75 - $407.63 $19.3K - $24.1K
1.14K $376M
CSX
Csx Corp

Industrials
181
+ 1.52%
$29.11 - $33.67 $5.27K - $6.09K
12.1K $356M
ET
Energy Transfer LP

Energy
151
+ 0.3%
$17.26 - $21.08 $2.61K - $3.18K
50.3K $934M
AMZN
Amazon Com Inc

Consumer Cyclical
258
+ 7.13%
$190.26 - $242.06 $49.1K - $62.5K
3.88K $738M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.68K
+ 1.82%
$21.75 - $24.28 $36.5K - $40.8K
94.1K $2.08B
TGRW
T Rowe Price Exchange Traded F

Technology
444
+ 2.07%
$35.73 - $41.58 $15.9K - $18.5K
21.9K $782M
NVDA
Nvidia Corp

Technology
614
+ 7.31%
$106.98 - $149.43 $65.7K - $91.8K
9.01K $977M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.1K
+ 7.61%
$24.91 - $29.02 $377K - $440K
214K $5.36B
SCHA
Schwab Strategic Tr Us Small C

ETFs
16.4K
+ 6.86%
$23.16 - $27.04 $380K - $444K
256K $5.99B
AAPL
Apple Inc.

Technology
44
+ 0.31%
$209.68 - $247.1 $9.23K - $10.9K
14.2K $3.15B
VIS
Vanguard Industrial ETF

ETFs
636
+ 0.48%
$243.63 - $273.99 $155K - $174K
134K $33.3B
VGT
Vanguard Information Technolog

ETFs
8.8K
+ 7.65%
$542.38 - $646.34 $4.77M - $5.69M
124K $67.1B
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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