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
CSX
Csx Corp

Industrials
274
New
$31.58 - $36.88 $8.65K - $10.1K
274 $8.84M
NXPI
Nxp Semiconductors N.V.

Technology
37
New
$207.27 - $255.58 $7.67K - $9.46K
37 $7.79M
Brookfield Asset Managmt LTD
134
New
N/A
134 $7.26M
QCOM
Qualcomm Inc

Technology
47
New
$150.4 - $178.04 $7.07K - $8.37K
47 $7.21M
Gsk PLC
212
New
N/A
212 $7.17M
ELV
Elevance Health, Inc.

Healthcare
19
New
$365.96 - $514.62 $6.95K - $9.78K
19 $7.08M
LPLA
Lpl Financial Holdings Inc.

Financial Services
21
New
$229.85 - $335.91 $4.83K - $7.05K
21 $6.89M
ADBE
Adobe Inc.

Technology
15
New
$437.39 - $552.96 $6.56K - $8.29K
15 $6.67M
CDW
Cdw Corp

Technology
36
New
$171.49 - $225.64 $6.17K - $8.12K
36 $6.32M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
213
New
$27.8 - $29.05 $5.92K - $6.19K
213 $5.95M
NKE
Nike, Inc.

Consumer Cyclical
78
New
$73.36 - $89.13 $5.72K - $6.95K
78 $5.89M
MFC
Manulife Financial Corp

Financial Services
191
New
$29.21 - $32.87 $5.58K - $6.28K
191 $5.87M
MSTR
Microstrategy Inc

Technology
20
New
$162.69 - $473.83 $3.25K - $9.48K
20 $5.79M
CVX
Chevron Corp

Energy
38
New
$141.15 - $162.53 $5.36K - $6.18K
38 $5.52M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
82
New
$64.91 - $73.47 $5.32K - $6.02K
82 $5.37M
LYB
Lyondell Basell Industries N.V.

Basic Materials
72
New
$72.97 - $96.75 $5.25K - $6.97K
72 $5.33M
NOW
Service Now, Inc.

Technology
5
New
$867.18 - $1148.42 $4.34K - $5.74K
5 $5.3M
H
Hyatt Hotels Corp

Consumer Cyclical
32
New
$143.07 - $164.62 $4.58K - $5.27K
32 $5.04M
OTIS
Otis Worldwide Corp

Industrials
52
New
$92.57 - $106.01 $4.81K - $5.51K
52 $4.78M
ADSK
Autodesk, Inc.

Technology
16
New
N/A
16 $4.73M
VOE
Vanguard Mid Cap Value Index F

ETFs
28
New
$160.89 - $176.18 $4.5K - $4.93K
28 $4.54M
Core Scientific Inc New
300
New
N/A
300 $4.22M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
31
New
$131.66 - $144.0 $4.08K - $4.46K
31 $4.07M
STZ
Constellation Brands, Inc.

Consumer Defensive
18
New
$219.66 - $257.62 $3.95K - $4.64K
18 $4.02M
JNJ
Johnson & Johnson

Healthcare
28
New
$143.34 - $165.86 $4.01K - $4.64K
28 $3.99M
PLD
Prologis, Inc.

Real Estate
32
New
$101.4 - $126.96 $3.24K - $4.06K
32 $3.35M
DVY
Ishares Tr

ETFs
25
New
$129.55 - $143.41 $3.24K - $3.59K
25 $3.29M
DVN
Devon Energy Corp

Energy
94
New
$30.52 - $42.96 $2.87K - $4.04K
94 $3.06M
AIG
American International Group, Inc.

Financial Services
35
New
$70.0 - $79.22 $2.45K - $2.77K
35 $2.52M
STLA
Stellantis N.V.

Consumer Cyclical
182
New
$12.37 - $13.99 $2.25K - $2.55K
182 $2.37M
EDR
Endeavor Group Holdings, Inc.

Communication Services
71
New
$28.4 - $31.34 $2.02K - $2.23K
71 $2.22M
HON
Honeywell International Inc

Industrials
8
New
$202.84 - $236.0 $1.62K - $1.89K
8 $1.84M
IRBT
Irobot Corp

Consumer Cyclical
172
New
$6.21 - $10.41 $1.07K - $1.79K
172 $1.33M
STXS
Stereotaxis, Inc.

Healthcare
244
New
$1.84 - $2.47 $449 - $603
244 $556K
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
Track This Portfolio

Track Compass Planning Associates Inc Portfolio

Follow Compass Planning Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Planning Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Planning Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email