Compass Financial Group, Inc/Sd Portfolio Holdings

Compass Financial Group, Inc/Sd

  • $509 Billion
  • Q3 2024

Compass Financial Group, Inc/Sd has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $509 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Consumer Staples ETF with a value of $98.9B, Vanguard Index Fds S&P 500 ETF with a value of $72.6B, Vanguard Information Technolog with a value of $64.8B, Schwab Strategic Tr Us Broad M with a value of $56.1B, and Vanguard Industrial ETF with a value of $34.9B.

Examining the 13F form we can see an increase of $47.7B in the current position value, from $462B to 509B.

Compass Financial Group, Inc/Sd is based out at Sioux Falls, SD

Below you can find more details about Compass Financial Group, Inc/Sd portfolio as well as his latest detailed transactions.

Portfolio value $509 Billion
ETFs: $477 Billion
Financial Services: $13 Billion
Technology: $4.63 Billion
Consumer Defensive: $2.1 Billion
Industrials: $1.91 Billion
Consumer Cyclical: $1.67 Billion
Energy: $1.12 Billion
Utilities: $986 Million
Other: $1.6 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $509 Billion
  • Prior Value $462 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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