Compass Planning Associates Inc Purchases in Q4 2024

Compass Planning Associates Inc

  • $98.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.5K
New
$25.93 - $105.3 $64.7K - $263K
2.5K $69.6M
HPQ
Hp Inc

Technology
1.95K
New
$32.46 - $39.3 $63.1K - $76.4K
1.95K $63.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
498
New
$116.4 - $138.52 $58K - $69K
498 $63.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.41K
New
$44.04 - $49.49 $62.2K - $69.9K
1.41K $62.2M
SSO
Proshares Ultra S&P 500

ETFs
600
New
$87.92 - $99.73 $52.8K - $59.8K
600 $55.5M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.46K
New
$34.83 - $38.05 $50.7K - $55.4K
1.46K $51.4M
AMZN
Amazon Com Inc

Consumer Cyclical
231
New
$180.88 - $232.93 $41.8K - $53.8K
231 $50.7M
VBR
Vanguard Small Cap Value ETF

ETFs
251
New
$197.36 - $217.3 $49.5K - $54.5K
251 $49.8M
XT
Ishares Tr Exponential Technol

ETFs
826
New
$58.7 - $62.72 $48.5K - $51.8K
826 $49.3M
XOM
Exxon Mobil Corp

Energy
436
New
$105.51 - $125.37 $46K - $54.7K
436 $46.9M
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.07K
New
$41.74 - $46.2 $44.8K - $49.6K
1.07K $45M
QLD
Proshares Ultra Qqq

ETFs
372
New
$97.85 - $120.25 $36.4K - $44.7K
372 $40.3M
GLD
Spdr Gold Trust

ETFs
160
New
$236.59 - $257.5 $37.9K - $41.2K
160 $38.7M
MRNA
Moderna, Inc.

Healthcare
900
New
$36.85 - $63.93 $33.2K - $57.5K
900 $37.4M
CVS
Cvs Health Corp

Healthcare
818
New
$43.78 - $67.46 $35.8K - $55.2K
818 $36.7M
CCJ
Cameco Corp

Energy
701
New
$48.64 - $61.14 $34.1K - $42.9K
701 $36M
EEM
Ishares Msci Emerging Markets

ETFs
854
New
$41.82 - $47.36 $35.7K - $40.4K
854 $35.7M
Blackrock Inc
32
New
N/A
32 $33.1M
V
Visa Inc.

Financial Services
103
New
$273.87 - $320.91 $28.2K - $33.1K
103 $32.4M
GOOGL
Alphabet Inc.

Communication Services
161
New
$161.86 - $196.66 $26.1K - $31.7K
161 $30.4M
Brookfield Corp
514
New
N/A
514 $29.6M
WMB
Williams Companies, Inc.

Energy
546
New
$46.37 - $59.74 $25.3K - $32.6K
546 $29.5M
GPC
Genuine Parts CO

Consumer Cyclical
252
New
$113.11 - $143.63 $28.5K - $36.2K
252 $29.4M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
888
New
$30.42 - $36.45 $27K - $32.4K
888 $28.2M
VNQI
Vanguard Global Ex U.S. Real

ETFs
710
New
$39.22 - $47.52 $27.8K - $33.7K
710 $28.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
718
New
$38.37 - $42.82 $27.5K - $30.7K
718 $27.6M
GM
General Motors CO

Consumer Cyclical
502
New
$44.82 - $60.2 $22.5K - $30.2K
502 $26.8M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
100
New
$221.83 - $266.82 $22.2K - $26.7K
100 $24.3M
BP
Bp PLC

Energy
819
New
$28.16 - $33.14 $23.1K - $27.1K
819 $24.2M
GS
Goldman Sachs Group Inc

Financial Services
40
New
$486.1 - $608.57 $19.4K - $24.3K
40 $22.9M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
286
New
$72.18 - $81.41 $20.6K - $23.3K
286 $21.6M
TM
Toyota Motor Corp

Consumer Cyclical
101
New
$169.2 - $199.52 $17.1K - $20.2K
101 $19.7M
VZ
Verizon Communications Inc

Communication Services
491
New
$39.6 - $45.21 $19.4K - $22.2K
491 $19.6M
THG
Hanover Insurance Group, Inc.

Financial Services
126
New
$144.81 - $165.01 $18.2K - $20.8K
126 $19.5M
PEP
Pepsico Inc

Consumer Defensive
109
New
$151.29 - $176.1 $16.5K - $19.2K
109 $16.6M
PG
Procter & Gamble CO

Consumer Defensive
96
New
$161.05 - $179.7 $15.5K - $17.3K
96 $16.1M
ASH
Ashland Global Holdings Inc

Basic Materials
225
New
$70.93 - $87.79 $16K - $19.8K
225 $16.1M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
158
New
$77.15 - $104.91 $12.2K - $16.6K
158 $15.9M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
479
New
$31.24 - $37.15 $15K - $17.8K
479 $15.4M
LLY
Eli Lilly & CO

Healthcare
19
New
$727.2 - $932.06 $13.8K - $17.7K
19 $14.7M
IWN
Ishares Russell2000 Val ETF

ETFs
89
New
$162.69 - $181.35 $14.5K - $16.1K
89 $14.5M
WEX
Wex Inc.

Technology
75
New
$167.45 - $216.67 $12.6K - $16.3K
75 $13.1M
EBC
Eastern Bankshares, Inc.

Financial Services
750
New
$15.83 - $19.03 $11.9K - $14.3K
750 $12.9M
EOG
Eog Resources Inc

Energy
88
New
$118.22 - $136.54 $10.4K - $12K
88 $10.8M
CMCSA
Comcast Corp

Communication Services
270
New
$37.39 - $45.14 $10.1K - $12.2K
270 $10.1M
WPM
Wheaton Precious Metals Corp.

Basic Materials
180
New
$56.08 - $68.53 $10.1K - $12.3K
180 $10.1M
TNL
Travel & Leisure Co.

Consumer Cyclical
197
New
$45.26 - $56.28 $8.92K - $11.1K
197 $9.96M
NVO
Novo Nordisk A S

Healthcare
115
New
$85.0 - $120.04 $9.78K - $13.8K
115 $9.89M
BKR
Baker Hughes CO

Energy
234
New
$35.98 - $44.88 $8.42K - $10.5K
234 $9.6M
Activity Summary
Buys All Purchases 135 New Holdings 135 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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