Compass Financial Services Inc Reduced Holdings in Q1 2025

Compass Financial Services Inc

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-11.6K
- 3.73%
$78.0 - $84.37 $903K - $977K
299K $23.9B
TDIV
First Trust Nasdaq Technology

ETFs
-1.24K
- 28.44%
$73.39 - $83.95 $91.3K - $104K
3.13K $230M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-215
- 4.05%
$89.18 - $104.04 $19.2K - $22.4K
5.09K $466M
VIG
Vanguard Dividend Appreciation

ETFs
-139
- 1.83%
N/A
7.44K $1.44B
AMD
Advanced Micro Devices Inc

Technology
-242
- 75.63%
$96.63 - $129.55 $23.4K - $31.4K
78 $8.01M
SHOP
Shopify Inc.

Technology
-239
- 34.39%
$90.59 - $129.31 $21.7K - $30.9K
456 $43.5M
NVDA
Nvidia Corp

Technology
-104
- 14.15%
$106.98 - $149.43 $11.1K - $15.5K
631 $68.4M
MRVL
Marvell Technology, Inc.

Technology
-183
- 51.12%
$61.57 - $126.06 $11.3K - $23.1K
175 $10.8M
EMR
Emerson Electric CO

Industrials
-177
- 41.07%
$108.64 - $131.17 $19.2K - $23.2K
254 $27.8M
GOOG
Alphabet Inc.

Communication Services
-55
- 16.13%
$156.06 - $207.71 $8.58K - $11.4K
286 $44.7M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-373
- 5.88%
$18.55 - $18.81 $6.92K - $7.02K
5.98K $112M
JNJ
Johnson & Johnson

Healthcare
-52
- 47.71%
$142.06 - $167.7 $7.39K - $8.72K
57 $9.49M
PEP
Pepsico Inc

Consumer Defensive
-35
- 11.33%
$142.64 - $156.42 $4.99K - $5.47K
274 $41.1M
WELL
Welltower Inc.

Real Estate
-46
- 50.0%
$124.05 - $156.86 $5.71K - $7.22K
46 $7M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-480
- 22.7%
$26.05 - $30.88 $12.5K - $14.8K
1.64K $50.5M
PHG
Koninklijke Philips Nv

Healthcare
-154
- 62.86%
$24.92 - $28.61 $3.84K - $4.41K
91 $2.32M
F
Ford Motor CO

Consumer Cyclical
-4
- 16.0%
$9.12 - $10.43 $36.5 - $41.7
21 $212K
PFG
Principal Financial Group Inc

Financial Services
-62
- 5.42%
$76.34 - $89.04 $4.73K - $5.52K
1.08K $91.2M
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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