Compass Financial Group, Inc. Portfolio Holdings by Sector
Compass Financial Group, Inc.
- $184 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IWV IWF PRF JAAA VB DFNM CGCP 31 stocks |
$176,377
95.7% of portfolio
|
  7  
|
  22  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,981
3.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$742
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$209
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|