Compass Ion Advisors, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $660 Million distributed in 262 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 $131M, Spdr Portfolio S&P 500 ETF (Ma with a value of $68.3M, Ishares Tr with a value of $59.1M, Ishares Core Total Usd Bond Ma with a value of $49.3M, and Ishares Core Dividend Growth E with a value of $21.2M.
Examining the 13F form we can see an decrease of $711K in the current position value, from $660M to 660M.
Below you can find more details about Compass Ion Advisors, LLC portfolio as well as his latest detailed transactions.