Compass Financial Services Inc Incresed Positions in Q1 2025

Compass Financial Services Inc

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
165K
+ 300.36%
$51.45 - $58.51 $8.49M - $9.65M
220K $11.4B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27.2K
+ 5.31%
$50.39 - $50.66 $1.37M - $1.38M
540K $27.4B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.73K
+ 15.05%
$91.45 - $91.75 $890K - $893K
74.4K $6.82B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
13K
+ 4.16%
$49.22 - $51.73 $642K - $675K
326K $16.5B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
12.1K
+ 13.03%
$46.86 - $50.66 $566K - $612K
105K $5.08B
FDL
First Tr Morningstar Dividend

ETFs
5.85K
+ 6.16%
$39.69 - $43.83 $232K - $256K
101K $4.38B
MSFT
Microsoft Corp

Technology
1.01K
+ 108.45%
$375.39 - $447.2 $381K - $453K
1.95K $732M
GOOGL
Alphabet Inc.

Communication Services
2.01K
+ 6696.67%
$154.33 - $206.19 $310K - $414K
2.04K $315M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.47K
+ 13.62%
$126.11 - $135.06 $186K - $199K
12.3K $1.59B
CASY
Caseys General Stores Inc

Consumer Cyclical
3
+ 0.08%
$378.71 - $442.54 $1.14K - $1.33K
3.91K $1.7B
DE
Deere & CO

Industrials
175
+ 29.12%
$408.57 - $509.27 $71.5K - $89.1K
776 $364M
WMT
Walmart Inc.

Consumer Defensive
1.13K
+ 43.45%
$84.5 - $105.05 $95.1K - $118K
3.71K $326M
KO
Coca Cola CO

Consumer Defensive
718
+ 29.14%
$60.81 - $72.32 $43.7K - $51.9K
3.18K $228M
SPYG
Spdr Portfolio

ETFs
3.44K
+ 12.67%
$80.05 - $92.39 $275K - $318K
30.6K $2.46B
Ishares Bitcoin
1.65K
+ 90.26%
N/A
3.48K $163M
WFC
Wells Fargo & Company

Financial Services
863
+ 51.86%
$66.78 - $81.42 $57.6K - $70.3K
2.53K $181M
T
At&T Inc.

Communication Services
1.77K
+ 86.77%
$21.56 - $28.28 $38.2K - $50.1K
3.81K $108M
XLE
Energy Sector Spdr

ETFs
417
+ 16.83%
$85.7 - $93.96 $35.7K - $39.2K
2.89K $270M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
359
+ 0.64%
$178.65 - $194.73 $64.1K - $69.9K
56.4K $10.4B
VZ
Verizon Communications Inc

Communication Services
914
+ 111.6%
$37.81 - $46.49 $34.6K - $42.5K
1.73K $78.6M
ABBV
Abb Vie Inc.

Healthcare
41
+ 3.75%
$169.2 - $216.66 $6.94K - $8.88K
1.14K $238M
SPY
Spdr S&P 500 ETF Trust

ETFs
152
+ 9.48%
$551.42 - $612.93 $83.8K - $93.2K
1.76K $982M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
410
+ 594.2%
$102.49 - $119.96 $42K - $49.2K
479 $50M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
823
+ 11.11%
$49.78 - $53.19 $41K - $43.8K
8.23K $420M
XLI
Industrial Sector Spdr

ETFs
287
+ 4100.0%
$128.78 - $141.67 $37K - $40.7K
294 $38.5M
CSCO
Cisco Systems, Inc.

Technology
531
+ 298.31%
$58.74 - $64.87 $31.2K - $34.4K
709 $43.7M
AMGN
Amgen Inc

Healthcare
38
+ 14.45%
$258.59 - $327.36 $9.83K - $12.4K
301 $93.7M
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
AIQ
Global X Funds Global X Artifi

ETFs
528
+ 264.0%
$36.38 - $42.77 $19.2K - $22.6K
728 $26.5M
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
VHT
Vanguard Health Care ETF

ETFs
53
+ 38.41%
$254.06 - $273.83 $13.5K - $14.5K
191 $50.6M
IBM
International Business Machines Corp

Technology
49
+ 41.53%
$217.4 - $264.74 $10.7K - $13K
167 $41.5M
INTC
Intel Corp

Technology
314
+ 11.66%
$19.1 - $27.39 $6K - $8.6K
3.01K $68.3M
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
LPLA
Lpl Financial Holdings Inc.

Financial Services
29
+ 14.5%
$308.87 - $383.33 $8.96K - $11.1K
229 $75M
CAT
Caterpillar Inc

Industrials
31
+ 49.21%
$326.75 - $407.63 $10.1K - $12.6K
94 $31M
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
DGRO
Ishares Core Dividend Growth E

ETFs
45
+ 0.4%
$60.46 - $64.42 $2.72K - $2.9K
11.2K $691M
UNP
Union Pacific Corp

Industrials
23
+ 20.72%
$225.21 - $254.42 $5.18K - $5.85K
134 $31.7M
AMT
American Tower Corp

Real Estate
26
+ 144.44%
$173.46 - $217.6 $4.51K - $5.66K
44 $9.58M
PSX
Phillips 66

Energy
25
+ 9.09%
$113.93 - $131.55 $2.85K - $3.29K
300 $37M
SBUX
Starbucks Corp

Consumer Cyclical
49
+ 90.74%
$91.75 - $115.81 $4.5K - $5.67K
103 $10.1M
LMT
Lockheed Martin Corp

Industrials
12
+ 200.0%
$423.19 - $506.29 $5.08K - $6.08K
18 $7.82M
CMI
Cummins Inc

Industrials
21
+ 27.27%
$312.92 - $386.07 $6.57K - $8.11K
98 $30.8M
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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