Compass Investment Advisers LLC New Holdings in Q4 2024

Compass Investment Advisers LLC

  • $34.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
12.3K
New
$378.79 - $428.11 $4.65M - $5.25M
12.3K $5.04B
VIG
Vanguard Dividend Appreciation

ETFs
22.1K
New
N/A
22.1K $4.33B
VTV
Vanguard Value ETF

ETFs
25.4K
New
$168.32 - $181.87 $4.27M - $4.62M
25.4K $4.3B
MSFT
Microsoft Corp

Technology
7.99K
New
$406.35 - $454.46 $3.25M - $3.63M
7.99K $3.37B
IEFA
Ishares Tr

ETFs
40.8K
New
$70.06 - $77.43 $2.86M - $3.16M
40.8K $2.87B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.3K
New
$126.68 - $134.74 $1.69M - $1.8M
13.3K $1.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.98K
New
$521.84 - $558.82 $1.55M - $1.66M
2.98K $1.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.03K
New
$442.29 - $483.08 $1.34M - $1.46M
3.03K $1.37B
VTI
Vanguard Total Stock Market Et

ETFs
4.72K
New
$280.04 - $302.45 $1.32M - $1.43M
4.72K $1.37B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
42.1K
New
$27.54 - $83.04 $1.16M - $3.5M
42.1K $1.17B
SCHC
Schwab Strategic Tr Intl Small

ETFs
16.6K
New
$33.93 - $38.37 $564K - $638K
16.6K $571M
ACWI
Ishares Msci Acwi ETF

ETFs
4.78K
New
$117.05 - $123.03 $559K - $588K
4.78K $562M
VTWO
Vanguard Russell 2000 ETF

ETFs
6.12K
New
$87.42 - $98.06 $535K - $600K
6.12K $547M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.2K
New
$48.33 - $49.08 $492K - $499K
10.2K $492M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.2K
New
$44.04 - $49.49 $451K - $507K
10.2K $451M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.51K
New
$67.29 - $73.38 $438K - $478K
6.51K $442M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.3K
New
$77.86 - $79.27 $412K - $420K
5.3K $413M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.05K
New
$121.89 - $135.52 $371K - $413K
3.05K $381M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.94K
New
$124.61 - $133.96 $366K - $393K
2.94K $378M
SCHA
Schwab Strategic Tr Us Small C

ETFs
14K
New
$25.33 - $51.16 $356K - $718K
14K $363M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.95K
New
$90.66 - $99.46 $358K - $393K
3.95K $359M
VO
Vanguard Mid Cap ETF

ETFs
1.3K
New
$261.5 - $284.63 $339K - $369K
1.3K $343M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.58K
New
$75.65 - $83.47 $271K - $299K
3.58K $272M
AAPL
Apple Inc.

Technology
927
New
$221.69 - $259.02 $206K - $240K
927 $232M
IWM
Ishares Russell 2000 ETF

ETFs
1.05K
New
$216.13 - $242.4 $227K - $255K
1.05K $232M
COST
Costco Wholesale Corp

Consumer Defensive
249
New
$873.59 - $994.69 $218K - $248K
249 $228M
VBR
Vanguard Small Cap Value ETF

ETFs
1.08K
New
$197.36 - $217.3 $213K - $235K
1.08K $214M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
3.34K
New
$62.71 - $68.47 $210K - $229K
3.34K $210M
Activity Summary
Buys All Purchases 29 New Holdings 29 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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