Compass Financial Group, Inc/Sd Incresed Positions in Q2 2025

Compass Financial Group, Inc/Sd

  • $610 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
19.9K
+ 16.07%
$470.37 - $663.28 $9.36M - $13.2M
144K $95.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.8K
+ 9.81%
$456.74 - $568.03 $6.77M - $8.42M
166K $94.3B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
232K
+ 7.82%
$19.1 - $23.83 $4.43M - $5.52M
3.19M $76.1B
VIS
Vanguard Industrial ETF

ETFs
1.41K
+ 1.05%
$220.04 - $280.07 $310K - $395K
136K $38.1B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
13.4K
+ 8.69%
$75.29 - $91.16 $1.01M - $1.22M
168K $15.1B
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.7K
+ 11.99%
$22.27 - $29.21 $572K - $750K
240K $7.01B
VIG
Vanguard Dividend Appreciation

ETFs
1.35K
+ 1.19%
N/A
115K $23.5B
FSTA
Fidelity Covington Tr Msci Con

ETFs
19.9K
+ 10.04%
$47.94 - $52.5 $956K - $1.05M
218K $11.2B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
79.8K
+ 96.88%
$11.34 - $12.35 $905K - $986K
162K $1.93B
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.9K
+ 5.84%
$20.42 - $25.3 $305K - $378K
271K $6.85B
NVDA
Nvidia Corp

Technology
1.11K
+ 12.29%
$94.31 - $157.99 $104K - $175K
10.1K $1.6B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
26.1K
+ 19.08%
$22.68 - $23.28 $593K - $608K
163K $3.79B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
20.7K
+ 19.82%
$24.32 - $24.81 $504K - $514K
125K $3.11B
DFAI
Dimensional ETF Tr

ETFs
12.4K
+ 53.33%
$28.02 - $34.71 $348K - $432K
35.8K $1.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.15K
+ 17.9%
$483.48 - $539.8 $1.04M - $1.16M
14.2K $6.88B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.91K
+ 9.65%
$22.92 - $28.05 $181K - $222K
89.8K $2.52B
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.35K
+ 5.69%
$19.6 - $24.44 $105K - $131K
99.4K $2.43B
TGRW
T Rowe Price Exchange Traded F

Technology
711
+ 3.25%
$31.94 - $42.04 $22.7K - $29.9K
22.6K $949M
WMT
Walmart Inc.

Consumer Defensive
163
+ 1.08%
$81.79 - $99.98 $13.3K - $16.3K
15.2K $1.49B
AMZN
Amazon Com Inc

Consumer Cyclical
15
+ 0.39%
$167.32 - $223.3 $2.51K - $3.35K
3.89K $854M
Schwab Strategic Tr
3.98K
+ 34.42%
N/A
15.5K $397M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.25%
$210.28 - $289.91 $1.05K - $1.45K
2K $580M
VBR
Vanguard Small Cap Value ETF

ETFs
171
+ 3.14%
$162.76 - $195.77 $27.8K - $33.5K
5.62K $1.1B
CAT
Caterpillar Inc

Industrials
3
+ 0.26%
$273.94 - $388.21 $822 - $1.16K
1.14K $443M
SCHO
Schwab Short Term Us Treasury

ETFs
2.47K
+ 3.87%
$24.19 - $24.45 $59.7K - $60.3K
66.2K $1.61B
VUSB
Vanguard Bd Index Fds
1.06K
+ 7.1%
N/A
16K $798M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
119
+ 1.6%
$114.78 - $133.31 $13.7K - $15.9K
7.57K $1.01B
GLD
Spdr Gold Trust

ETFs
28
+ 2.98%
$273.71 - $316.29 $7.66K - $8.86K
967 $295M
GGG
Graco Inc

Industrials
15
+ 0.35%
$74.02 - $87.26 $1.11K - $1.31K
4.33K $372M
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 2.18%
$335.24 - $380.78 $8.72K - $9.9K
1.22K $446M
SCMB
Schwab Strategic Tr Mun Bd ETF
539
+ 2.4%
N/A
23K $580M
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.36%
$77.13 - $84.18 $926 - $1.01K
3.38K $285M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.09%
$276.76 - $326.81 $277 - $327
1.16K $358M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1.21K
+ 3.06%
$9.57 - $10.35 $11.6K - $12.5K
40.7K $403M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
120
+ 0.55%
$10.78 - $11.57 $1.29K - $1.39K
22.1K $249M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
21
+ 0.49%
$68.13 - $74.77 $1.43K - $1.57K
4.3K $313M
OTTR
Otter Tail Corp

Utilities
17
+ 0.65%
$74.62 - $81.76 $1.27K - $1.39K
2.65K $204M
UNP
Union Pacific Corp

Industrials
2
+ 0.13%
$208.27 - $238.46 $417 - $477
1.57K $361M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
186
+ 0.7%
$10.45 - $11.57 $1.94K - $2.15K
26.6K $291M
BFK
Blackrock Municipal Income Trust

Financial Services
608
+ 0.93%
$9.2 - $9.99 $5.59K - $6.07K
65.8K $631M
ET
Energy Transfer LP

Energy
13
+ 0.03%
$15.65 - $18.93 $203 - $246
50.3K $911M
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.17%
$157.66 - $172.39 $946 - $1.03K
3.5K $557M
CVX
Chevron Corp

Energy
12
+ 0.53%
$133.73 - $168.51 $1.6K - $2.02K
2.26K $323M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.7K
+ 2.73%
$24.32 - $27.87 $90K - $103K
139K $3.69B
AAPL
Apple Inc.

Technology
32
+ 0.23%
$172.42 - $223.89 $5.52K - $7.16K
14.2K $2.91B
Activity Summary
Buys All Purchases 54 New Holdings 8 Increased Positions 46 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Compass Financial Group, Inc/Sd Portfolio

Follow Compass Financial Group, Inc/Sd and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Financial Group, Inc/Sd, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Group, Inc/Sd with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email