Compass Financial Group, Inc/Sd Incresed Positions in Q3 2024

Compass Financial Group, Inc/Sd

  • $509 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
81.9K
+ 10.75%
$59.93 - $66.52 $4.91M - $5.45M
844K $56.1B
VDC
Vanguard Consumer Staples ETF

ETFs
4.63K
+ 1.03%
$201.77 - $221.32 $934K - $1.02M
453K $98.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.05K
+ 5.4%
$475.2 - $527.7 $3.35M - $3.72M
138K $72.6B
VGT
Vanguard Information Technolog

ETFs
7.47K
+ 7.24%
$514.43 - $606.85 $3.84M - $4.53M
111K $64.8B
VIS
Vanguard Industrial ETF

ETFs
2.21K
+ 1.67%
$232.12 - $260.07 $512K - $574K
134K $34.9B
VIG
Vanguard Dividend Appreciation

ETFs
1.75K
+ 1.61%
$182.15 - $182.15 $318K - $318K
110K $21.9B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
10.1K
+ 8.37%
$80.13 - $88.89 $807K - $895K
130K $11.5B
FSTA
Fidelity Covington Tr Msci Con

ETFs
19.2K
+ 13.34%
$47.12 - $51.72 $904K - $992K
163K $8.32B
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.75K
+ 7.18%
$46.9 - $51.96 $364K - $403K
116K $5.96B
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.74K
+ 11.54%
$92.63 - $105.69 $439K - $501K
45.8K $4.77B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.55K
+ 9.04%
$77.02 - $85.06 $274K - $302K
42.9K $3.62B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
4.76K
+ 15.79%
$48.09 - $49.69 $229K - $237K
34.9K $1.73B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.61K
+ 6.7%
$75.47 - $83.18 $121K - $134K
25.6K $2.13B
SCHO
Schwab Short Term Us Treasury

ETFs
4.8K
+ 46.51%
$47.93 - $49.06 $230K - $236K
15.1K $741M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.65K
+ 5.51%
$45.2 - $47.87 $120K - $127K
50.7K $2.41B
VUG
Vanguard Growth ETF

ETFs
294
+ 3.24%
$341.08 - $391.94 $100K - $115K
9.36K $3.59B
DFAI
Dimensional ETF Tr

ETFs
3.03K
+ 18.29%
$28.69 - $32.06 $86.8K - $97K
19.6K $622M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.05K
+ 14.92%
$49.93 - $51.15 $102K - $105K
15.8K $807M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$333.64 - $405.2 $334 - $405
1.15K $465M
CAT
Caterpillar Inc

Industrials
2
+ 0.19%
$316.8 - $391.12 $634 - $782
1.08K $421M
JNJ
Johnson & Johnson

Healthcare
7
+ 0.18%
$145.48 - $167.38 $1.02K - $1.17K
3.88K $629M
VFH
Vanguard Financial ETF

ETFs
68
+ 1.42%
$99.27 - $111.21 $6.75K - $7.56K
4.86K $535M
PEG
Public Service Enterprise Group Inc

Utilities
10
+ 0.3%
$73.58 - $89.21 $736 - $892
3.35K $299M
IVV
Ishares Core S&P 500 ETF

ETFs
71
+ 18.21%
$520.18 - $576.82 $36.9K - $41K
461 $266M
VNQ
Vanguard Specialized Funds Van

ETFs
120
+ 4.28%
$82.97 - $98.97 $9.96K - $11.9K
2.92K $285M
GGG
Graco Inc

Industrials
13
+ 0.3%
$77.82 - $87.64 $1.01K - $1.14K
4.29K $375M
UNP
Union Pacific Corp

Industrials
2
+ 0.13%
$221.78 - $256.09 $444 - $512
1.53K $377M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
17
+ 0.4%
$64.57 - $71.76 $1.1K - $1.22K
4.25K $305M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
915
+ 2.26%
$10.24 - $10.96 $9.37K - $10K
41.4K $449M
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.15%
$160.76 - $177.82 $804 - $889
3.45K $597M
BFK
Blackrock Municipal Income Trust

Financial Services
552
+ 0.87%
$10.04 - $10.7 $5.54K - $5.91K
64K $677M
VHT
Vanguard Health Care ETF

ETFs
19
+ 1.43%
$261.88 - $288.1 $4.98K - $5.47K
1.35K $382M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
161
+ 0.62%
$11.92 - $13.07 $1.92K - $2.1K
26.1K $337M
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.16%
$47.6 - $53.31 $571 - $640
7.59K $401M
MSFT
Microsoft Corp

Technology
78
+ 13.18%
$395.15 - $467.56 $30.8K - $36.5K
670 $288M
VUSB
Vanguard Bd Index Fds
266
+ 1.91%
N/A
14.2K $709M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.2%
$194.9 - $224.8 $780 - $899
1.99K $420M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
108
+ 0.5%
$11.72 - $12.38 $1.27K - $1.34K
21.7K $269M
TGRW
T Rowe Price Exchange Traded F

Technology
124
+ 0.59%
$33.63 - $38.83 $4.17K - $4.81K
21.2K $799M
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
51
+ 0.15%
$12.25 - $12.54 $625 - $640
34.8K $438M
NVDA
Nvidia Corp

Technology
199
+ 2.42%
$98.91 - $134.91 $19.7K - $26.8K
8.41K $1.02B
ET
Energy Transfer LP

Energy
248
+ 0.5%
$15.43 - $16.44 $3.83K - $4.08K
50.1K $804M
AMZN
Amazon Com Inc

Consumer Cyclical
80
+ 2.33%
$161.02 - $200.0 $12.9K - $16K
3.52K $655M
CVX
Chevron Corp

Energy
11
+ 0.52%
$137.88 - $161.97 $1.52K - $1.78K
2.13K $314M
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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