Compass Financial Services Inc New Holdings in Q2 2025

Compass Financial Services Inc

  • $206 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Invesco S&P
73.2K
New
N/A
73.2K $3.65B
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
89.8K
New
$22.98 - $27.84 $2.06M - $2.5M
89.8K $2.5B
VEA
Vanguard Ftse Developed Market

ETFs
2.52K
New
$45.65 - $57.01 $115K - $144K
2.52K $144M
MAIN
Main Street Capital Corp

Financial Services
2.21K
New
$49.15 - $59.32 $109K - $131K
2.21K $131M
ITOT
Ishares Core S&P Total U.S. St

ETFs
808
New
$108.12 - $135.04 $87.4K - $109K
808 $109M
EPD
Enterprise Products Partners L.P.

Energy
2.36K
New
$28.95 - $34.22 $68.4K - $80.9K
2.36K $73.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
146
New
$320.42 - $424.58 $46.8K - $62K
146 $62M
COF
Capital One Financial Corp

Financial Services
285
New
$150.57 - $212.76 $42.9K - $60.6K
285 $60.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
919
New
$39.89 - $49.46 $36.7K - $45.5K
919 $45.4M
KMB
Kimberly Clark Corp

Consumer Defensive
300
New
$126.84 - $145.22 $38.1K - $43.6K
300 $38.7M
MS
Morgan Stanley

Financial Services
229
New
$99.83 - $140.86 $22.9K - $32.3K
229 $32.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
266
New
$97.68 - $121.38 $26K - $32.3K
266 $32.3M
SPMD
Spdr Portfolio

ETFs
549
New
$44.89 - $54.38 $24.6K - $29.9K
549 $29.9M
BXSL
Blackstone Secured Lending Fund

Financial Services
750
New
$26.88 - $32.74 $20.2K - $24.6K
750 $23.1M
FE
Firstenergy Corp

Utilities
459
New
$38.31 - $43.17 $17.6K - $19.8K
459 $18.5M
TGLS
Tecnoglass Inc.

Basic Materials
200
New
$62.7 - $88.42 $12.5K - $17.7K
200 $15.5M
KR
Kroger CO

Consumer Defensive
200
New
$64.62 - $74.0 $12.9K - $14.8K
200 $14.3M
BNDX
Vanguard Total International B

ETFs
233
New
$48.77 - $49.55 $11.4K - $11.5K
233 $11.5M
OMF
One Main Holdings, Inc.

Financial Services
200
New
$40.42 - $57.0 $8.08K - $11.4K
200 $11.4M
EMB
Ishares Tr

ETFs
115
New
$86.54 - $92.62 $9.95K - $10.7K
115 $10.6M
XLP
Consumer Staples Sector Spdr

ETFs
101
New
N/A
101 $8.15M
CTRA
Coterra Energy Inc.

Energy
300
New
$22.6 - $29.07 $6.78K - $8.72K
300 $7.61M
VITL
Vital Farms, Inc.

Consumer Defensive
150
New
$30.52 - $38.52 $4.58K - $5.78K
150 $5.78M
CQP
Cheniere Energy Partners, L.P.

Energy
100
New
$54.61 - $68.04 $5.46K - $6.8K
100 $5.61M
TMP
Tompkins Financial Corp

Financial Services
57
New
$55.65 - $65.06 $3.17K - $3.71K
57 $3.58M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
29
New
$102.02 - $103.5 $2.96K - $3K
29 $3.01M
Alarum Technologies
200
New
N/A
200 $2.71M
IEMG
Ishares Inc

ETFs
19
New
N/A
19 $1.15M
CCEL
Cryo Cell International Inc

Healthcare
200
New
$4.8 - $6.45 $960 - $1.29K
200 $1.04M
SLV
I Shares Silver Trust

ETFs
23
New
$27.08 - $33.74 $623 - $776
23 $755K
MUB
Ishares National Muni Bond ETF

ETFs
6
New
$102.31 - $105.8 $614 - $635
6 $629K
BND
Vanguard Bd Index Fd Inc Total

ETFs
8
New
$72.02 - $73.82 $576 - $591
8 $591K
IWS
Ishares Russell Midcap Value E

ETFs
4
New
$110.58 - $132.14 $442 - $529
4 $531K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
11
New
$43.63 - $45.4 $480 - $499
11 $493K
IWN
Ishares Russell2000 Val ETF

ETFs
3
New
$131.84 - $157.76 $396 - $473
3 $475K
VOE
Vanguard Mid Cap Value Index F

ETFs
2
New
$141.87 - $164.49 $284 - $329
2 $329K
Activity Summary
Buys All Purchases 132 New Holdings 37 Increased Positions 95 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Compass Financial Services Inc Portfolio

Follow Compass Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email