Compass Ion Advisors, LLC Reduced Holdings in Q1 2025

Compass Ion Advisors, LLC

Stock	Shares change	Price Range	Shares Held
O Realty Income Corp Real Estate	-213 - 1.38%	$51.67 - $58.49 $11K - $12.5K	15.2K $884K
AJG Arthur J. Gallagher & Co. Financial Services	-6 - 0.49%	$275.89 - $345.24 $1.66K - $2.07K	1.21K $416K
VZ Verizon Communications Inc Communication Services	-153 - 1.04%	$37.81 - $46.49 $5.78K - $7.11K	14.6K $662K
MKL Markel Corp Financial Services	-19 - 2.42%	$1660.14 - $2059.83 $31.5K - $39.1K	765 $1.43M
VEU Vanguard Ftse All World Ex Us ETFs	-2.93K - 3.7%	$56.51 - $62.98 $165K - $184K	76.1K $4.62M
CVS Cvs Health Corp Healthcare	-540 - 9.45%	$44.22 - $68.64 $23.9K - $37.1K	5.17K $350K
KO Coca Cola CO Consumer Defensive	-24 - 0.23%	$60.81 - $72.32 $1.46K - $1.74K	10.4K $743K
XOM Exxon Mobil Corp Energy	-372 - 2.26%	$105.44 - $118.93 $39.2K - $44.2K	16.1K $1.91M
PGR Progressive Corp Financial Services	-204 - 4.09%	$235.61 - $291.22 $48.1K - $59.4K	4.79K $1.36M
ABBV Abb Vie Inc. Healthcare	-317 - 3.28%	$169.2 - $216.66 $53.6K - $68.7K	9.34K $1.96M
AMGN Amgen Inc Healthcare	-30 - 0.58%	$258.59 - $327.36 $7.76K - $9.82K	5.15K $1.61M
V Visa Inc. Financial Services	-34 - 0.37%	$306.92 - $362.71 $10.4K - $12.3K	9.16K $3.21M
GLD Spdr Gold Trust ETFs	-207 - 2.43%	$243.19 - $288.14 $50.3K - $59.6K	8.31K $2.4M
BRK-B Berkshire Hathaway Inc Class B Financial Services	-52 - 0.46%	$442.66 - $534.52 $23K - $27.8K	11.3K $6M
TPL Texas Pacific Land Corp Energy	-78 - 0.94%	$1180.08 - $1431.01 $92K - $112K	8.25K $10.9M

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