Compass Financial Services Inc Purchases in Q4 2024

Compass Financial Services Inc

  • $177 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
524K
New
$66.77 - $71.52 $35M - $37.4M
524K $36.1B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
513K
New
$50.37 - $50.6 $25.8M - $26M
513K $25.8B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
311K
New
$80.93 - $85.66 $25.2M - $26.6M
311K $25.2B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
313K
New
$50.06 - $55.0 $15.7M - $17.2M
313K $15.7B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
52.7K
New
$198.04 - $221.51 $10.4M - $11.7M
52.7K $11.1B
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
56.1K
New
$182.19 - $195.69 $10.2M - $11M
56.1K $10.3B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
385K
New
$17.93 - $18.8 $6.91M - $7.24M
385K $7.02B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
64.7K
New
$91.29 - $91.8 $5.9M - $5.94M
64.7K $5.91B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
92.7K
New
$46.9 - $50.96 $4.35M - $4.72M
92.7K $4.39B
XYLD
Global X Fds S&P 500 Covered C

ETFs
95.7K
New
$40.86 - $43.42 $3.91M - $4.15M
95.7K $4.01B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
54.9K
New
$53.94 - $58.15 $2.96M - $3.19M
54.9K $3.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.98K
New
$481.22 - $538.17 $2.4M - $2.68M
4.98K $2.55B
SPYG
Spdr Portfolio

ETFs
27.1K
New
$81.74 - $91.38 $2.22M - $2.48M
27.1K $2.39B
CASY
Caseys General Stores Inc

Consumer Cyclical
3.9K
New
$366.65 - $427.88 $1.43M - $1.67M
3.9K $1.55B
VIG
Vanguard Dividend Appreciation

ETFs
7.58K
New
N/A
7.58K $1.48B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.8K
New
$126.68 - $134.74 $1.37M - $1.46M
10.8K $1.38B
AAPL
Apple Inc.

Technology
5.24K
New
$221.69 - $259.02 $1.16M - $1.36M
5.24K $1.31B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.22K
New
$521.84 - $558.82 $1.16M - $1.24M
2.22K $1.19B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.6K
New
$567.81 - $607.81 $910K - $974K
1.6K $939M
DGRO
Ishares Core Dividend Growth E

ETFs
11.1K
New
$60.73 - $64.94 $677K - $723K
11.1K $683M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.5K
New
$216.72 - $244.71 $541K - $611K
2.5K $588M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.17K
New
$442.29 - $483.08 $519K - $567K
1.17K $532M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.31K
New
$98.47 - $109.35 $523K - $581K
5.31K $523M
MSFT
Microsoft Corp

Technology
935
New
$406.35 - $454.46 $380K - $425K
935 $394M
PCEF
Invesco Cef Income Composite E

ETFs
20.1K
New
$19.05 - $19.86 $382K - $399K
20.1K $385M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.41K
New
$51.09 - $55.27 $378K - $409K
7.41K $379M
IEFA
Ishares Tr

ETFs
5.13K
New
$70.06 - $77.43 $359K - $397K
5.13K $360M
IVE
Ishares S&P 500 Value ETF

ETFs
1.87K
New
$189.5 - $206.17 $355K - $386K
1.87K $357M
GLDM
World Gold Trust

ETFs
6.83K
New
$50.76 - $55.23 $347K - $377K
6.83K $355M
TDIV
First Trust Nasdaq Technology

ETFs
4.37K
New
$78.03 - $82.13 $341K - $359K
4.37K $343M
HDV
Ishares Core High Dividend ETF

ETFs
2.84K
New
$110.82 - $121.28 $315K - $345K
2.84K $319M
PEY
Invesco Exchange Traded Fd Tr

ETFs
12.4K
New
$21.1 - $23.08 $262K - $287K
12.4K $264M
DE
Deere & CO

Industrials
601
New
$389.45 - $466.0 $234K - $280K
601 $254M
WMT
Walmart Inc.

Consumer Defensive
2.59K
New
$79.1 - $95.7 $205K - $248K
2.59K $234M
XLK
Technology Sector Spdr

ETFs
981
New
$220.26 - $241.44 $216K - $237K
981 $228M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.22K
New
$174.22 - $187.62 $212K - $229K
1.22K $213M
XLE
Energy Sector Spdr

ETFs
2.48K
New
$83.32 - $97.27 $206K - $241K
2.48K $212M
ABBV
Abb Vie Inc.

Healthcare
1.09K
New
$164.99 - $203.87 $180K - $223K
1.09K $194M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
29.1K
New
$5.98 - $6.61 $174K - $192K
29.1K $176M
VO
Vanguard Mid Cap ETF

ETFs
624
New
$261.5 - $284.63 $163K - $178K
624 $165M
ROP
Roper Technologies Inc

Industrials
297
New
$519.85 - $575.95 $154K - $171K
297 $154M
KO
Coca Cola CO

Consumer Defensive
2.46K
New
$61.74 - $71.71 $152K - $177K
2.46K $153M
MCD
Mcdonalds Corp

Consumer Cyclical
466
New
$288.47 - $316.54 $134K - $148K
466 $135M
PG
Procter & Gamble CO

Consumer Defensive
793
New
$161.05 - $179.7 $128K - $143K
793 $133M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
5.02K
New
$24.04 - $26.75 $121K - $134K
5.02K $122M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
6.35K
New
$18.59 - $18.8 $118K - $119K
6.35K $118M
WFC
Wells Fargo & Company

Financial Services
1.66K
New
$54.98 - $77.35 $91.5K - $129K
1.66K $117M
AMZN
Amazon Com Inc

Consumer Cyclical
492
New
$180.88 - $232.93 $89K - $115K
492 $108M
NVDA
Nvidia Corp

Technology
735
New
$117.0 - $148.88 $86K - $109K
735 $98.7M
Activity Summary
Buys All Purchases 205 New Holdings 205 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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