Compass Ion Advisors, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $660 Million distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $125M, Spdr Portfolio S&P 500 ETF (Ma with a value of $64.9M, Ishares Tr with a value of $58.6M, Ishares Core Total Usd Bond Ma with a value of $49.4M, and Ishares Core Dividend Growth E with a value of $21.1M.
Examining the 13F form we can see an increase of $36.3M in the current position value, from $624M to 660M.
Below you can find more details about Compass Ion Advisors, LLC portfolio as well as his latest detailed transactions.