Compass Financial Group, Inc. Portfolio Holdings

Compass Financial Group, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.2M, Ishares Russell 3000 ETF with a value of $19.1M, Ishares Russell 1000 Gr ETF with a value of $15.2M, Invesco Exchange Traded Fd Tr with a value of $12.3M, and Janus Detroit Str Tr Janus Hen with a value of $11.7M.

Examining the 13F form we can see an increase of $5.77M in the current position value, from $195M to 201M.

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