Compass Financial Group, Inc. Portfolio Holdings by Sector
Compass Financial Group, Inc.
- $180 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV IWV IWF PRF JAAA DFNM FLJP SPYG 30 stocks |
$171,383
95.3% of portfolio
|
7
|
21
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7,506
4.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$669
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$268
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|