Compass Financial Services Inc Purchases in Q1 2025

Compass Financial Services Inc

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KD
Kyndryl Holdings, Inc.

Technology
971
New
$31.32 - $43.45 $30.4K - $42.2K
971 $30.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
764
New
$33.84 - $37.77 $25.9K - $28.9K
764 $27.8M
RDVY
First Trust Rising Dividend Ac

ETFs
452
New
$57.22 - $63.39 $25.9K - $28.7K
452 $26.4M
AMGN
Amgen Inc

Healthcare
38
+ 14.45%
$258.59 - $327.36 $9.83K - $12.4K
301 $93.7M
NOCT
Innovator Growth 100 Power Buf

ETFs
486
New
$49.54 - $52.84 $24.1K - $25.7K
486 $24.2M
NJUL
Innovator Growth 100 Power Buf

Technology
401
New
$59.98 - $64.86 $24.1K - $26K
401 $24.1M
EVRG
Evergy, Inc.

Utilities
346
New
$59.9 - $69.52 $20.7K - $24.1K
346 $23.9M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.34K
New
$17.53 - $17.87 $23.5K - $24K
1.34K $23.6M
XLU
Utilities Sector Spdr

ETFs
296
New
$74.7 - $80.27 $22.1K - $23.8K
296 $23.3M
VTV
Vanguard Value ETF

ETFs
134
New
$167.73 - $179.21 $22.5K - $24K
134 $23.1M
MO
Altria Group, Inc.

Consumer Defensive
281
+ 64.45%
$50.81 - $60.02 $14.3K - $16.9K
717 $43M
CRWD
Crowd Strike Holdings, Inc.

Technology
51
+ 36.17%
$308.86 - $455.36 $15.8K - $23.2K
192 $67.7M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
744
New
$24.29 - $25.89 $18.1K - $19.3K
744 $18.8M
AIQ
Global X Funds Global X Artifi

ETFs
528
+ 264.0%
$36.38 - $42.77 $19.2K - $22.6K
728 $26.5M
DUK
Duke Energy Corp

Utilities
150
New
$105.87 - $121.97 $15.9K - $18.3K
150 $18.3M
XOM
Exxon Mobil Corp

Energy
110
+ 24.5%
$105.44 - $118.93 $11.6K - $13.1K
559 $66.5M
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 4.29%
$279.74 - $321.29 $5.59K - $6.43K
486 $152M
PSTG
Pure Storage, Inc.

Technology
562
+ 120.86%
$44.27 - $72.37 $24.9K - $40.7K
1.03K $45.5M
Innovator Equity
625
New
N/A
625 $16.7M
VHT
Vanguard Health Care ETF

ETFs
53
+ 38.41%
$254.06 - $273.83 $13.5K - $14.5K
191 $50.6M
CVS
Cvs Health Corp

Healthcare
231
New
$44.22 - $68.64 $10.2K - $15.9K
231 $15.7M
IBM
International Business Machines Corp

Technology
49
+ 41.53%
$217.4 - $264.74 $10.7K - $13K
167 $41.5M
VNQ
Vanguard Specialized Funds Van

ETFs
160
New
$85.55 - $94.34 $13.7K - $15.1K
160 $14.5M
INTC
Intel Corp

Technology
314
+ 11.66%
$19.1 - $27.39 $6K - $8.6K
3.01K $68.3M
CPB
Campbell Soup CO

Consumer Defensive
343
New
$37.29 - $42.04 $12.8K - $14.4K
343 $13.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
250
New
$53.6 - $58.97 $13.4K - $14.7K
250 $13.7M
Innovators Emerging
421
New
N/A
421 $12.7M
DIS
Walt Disney CO

Communication Services
127
+ 1058.33%
$96.87 - $114.0 $12.3K - $14.5K
139 $13.7M
PFE
Pfizer Inc

Healthcare
484
+ 733.33%
$25.01 - $27.13 $12.1K - $13.1K
550 $13.9M
FTHI
First Trust Exchange Traded Fd

ETFs
550
New
$21.62 - $23.74 $11.9K - $13.1K
550 $12M
LYB
Lyondell Basell Industries N.V.

Basic Materials
157
New
$69.82 - $78.67 $11K - $12.4K
157 $11.1M
IP
International Paper CO

Consumer Cyclical
206
New
$49.38 - $60.09 $10.2K - $12.4K
206 $11M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
187
New
$51.94 - $55.24 $9.71K - $10.3K
187 $9.95M
LPLA
Lpl Financial Holdings Inc.

Financial Services
29
+ 14.5%
$308.87 - $383.33 $8.96K - $11.1K
229 $75M
SHEL
Shell PLC

Energy
125
New
$62.84 - $73.29 $7.86K - $9.16K
125 $9.16M
MMM
3 M CO

Industrials
62
New
$129.7 - $155.12 $8.04K - $9.62K
62 $9.11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
229
New
$37.07 - $40.63 $8.49K - $9.3K
229 $9.03M
KMI
Kinder Morgan, Inc.

Energy
312
New
$26.1 - $31.22 $8.14K - $9.74K
312 $8.9M
AMH
American Homes 4 Rent

Real Estate
219
New
$34.43 - $37.81 $7.54K - $8.28K
219 $8.28M
CAT
Caterpillar Inc

Industrials
31
+ 49.21%
$326.75 - $407.63 $10.1K - $12.6K
94 $31M
O
Realty Income Corp

Real Estate
140
New
$51.67 - $58.49 $7.23K - $8.19K
140 $8.12M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
103
New
$77.33 - $90.16 $7.96K - $9.29K
103 $8.08M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
97
New
$80.73 - $94.96 $7.83K - $9.21K
97 $8.05M
BK
Bank Of New York Mellon Corp

Financial Services
95
New
$75.42 - $88.95 $7.16K - $8.45K
95 $7.97M
PM
Philip Morris International Inc.

Consumer Defensive
50
New
$117.15 - $158.79 $5.86K - $7.94K
50 $7.94M
BMY
Bristol Myers Squibb CO

Healthcare
125
+ 195.31%
$53.9 - $63.11 $6.74K - $7.89K
189 $11.5M
PG
Procter & Gamble CO

Consumer Defensive
33
+ 4.16%
$158.56 - $176.26 $5.23K - $5.82K
826 $141M
Innovator Growth
312
New
N/A
312 $7.77M
DGRO
Ishares Core Dividend Growth E

ETFs
45
+ 0.4%
$60.46 - $64.42 $2.72K - $2.9K
11.2K $691M
Activity Summary
Buys All Purchases 198 New Holdings 101 Increased Positions 97 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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