Compass Planning Associates Inc Incresed Positions in Q2 2025

Compass Planning Associates Inc

  • $109 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
677
+ 1.9%
$496.48 - $617.85 $336K - $418K
36.3K $22.4B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23.3K
+ 33.44%
$75.05 - $77.34 $1.75M - $1.8M
92.8K $7.18B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20.5K
+ 23.33%
$77.74 - $78.78 $1.59M - $1.61M
108K $8.52B
VTV
Vanguard Value ETF

ETFs
703
+ 0.53%
$153.67 - $176.74 $108K - $124K
134K $23.6B
VGSH
Vanguard

ETFs
10.7K
+ 76.82%
$58.32 - $58.95 $626K - $633K
24.7K $1.45B
VEA
Vanguard Ftse Developed Market

ETFs
1.21K
+ 4.4%
$45.65 - $57.01 $55K - $68.7K
28.6K $1.63B
MSFT
Microsoft Corp

Technology
3
+ 0.16%
$354.56 - $497.45 $1.06K - $1.49K
1.93K $958M
VB
Vanguard Small Cap ETF

ETFs
227
+ 2.57%
$193.73 - $237.37 $44K - $53.9K
9.06K $2.15B
SCHV
Schwab Strategic Tr Us Large C

ETFs
498
+ 0.53%
$23.55 - $27.67 $11.7K - $13.8K
95.1K $2.63B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
109
+ 16.03%
$456.74 - $568.03 $49.8K - $61.9K
789 $448M
SCHX
Schwab Strategic Tr Us Large C

ETFs
66
+ 0.3%
$19.6 - $24.44 $1.29K - $1.61K
22.4K $548M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
400
+ 23.49%
$90.56 - $109.49 $36.2K - $43.8K
2.1K $230M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.13%
$498.8 - $620.9 $499 - $621
765 $475M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.1%
$468.22 - $566.51 $468 - $567
1.05K $592M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
540
+ 42.39%
$34.72 - $42.74 $18.7K - $23.1K
1.81K $77.5M
FNDF
Schwab Fundamental Intl Large

ETFs
34
+ 0.52%
$32.25 - $40.02 $1.1K - $1.36K
6.57K $263M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
14
+ 0.49%
$162.34 - $192.15 $2.27K - $2.69K
2.88K $554M
FNDX
Schwab Fundamental U S Large C

ETFs
105
+ 0.44%
$20.84 - $24.54 $2.19K - $2.58K
24.1K $591M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
219
+ 43.8%
$63.36 - $80.23 $13.9K - $17.6K
719 $57.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
46
+ 0.65%
$17.76 - $22.1 $817 - $1.02K
7.17K $158M
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.33%
$174.82 - $215.79 $524 - $647
922 $199M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4
+ 0.13%
$24.38 - $30.18 $97.5 - $121
3.07K $92.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5
+ 0.29%
$52.31 - $63.72 $262 - $319
1.76K $112M
VBR
Vanguard Small Cap Value ETF

ETFs
19
+ 7.04%
$162.76 - $195.77 $3.09K - $3.72K
289 $56.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.21%
$39.89 - $49.46 $120 - $148
1.42K $70M
Brookfield Corp
1
+ 0.19%
N/A
516 $31.9M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
25
+ 1.7%
$32.61 - $38.62 $815 - $965
1.49K $56.9M
EEM
Ishares Msci Emerging Markets

ETFs
8
+ 0.94%
$38.52 - $48.28 $308 - $386
862 $41.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
23
+ 46.0%
$141.87 - $164.49 $3.26K - $3.78K
73 $12M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
10
+ 1.11%
$26.99 - $33.86 $270 - $339
909 $30.4M
Blackrock Inc
1
+ 3.13%
N/A
33 $34.3M
Core Scientific Inc New
23
+ 7.67%
N/A
323 $5.51M
F
Ford Motor CO

Consumer Cyclical
32
+ 1.46%
$8.69 - $10.85 $278 - $347
2.22K $24.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19
+ 0.79%
$82.21 - $83.12 $1.56K - $1.58K
2.42K $201M
CVS
Cvs Health Corp

Healthcare
8
+ 0.97%
$60.04 - $70.18 $480 - $561
836 $57.7M
TNL
Travel & Leisure Co.

Consumer Cyclical
2
+ 1.0%
$38.78 - $51.89 $77.6 - $104
202 $10.4M
GM
General Motors CO

Consumer Cyclical
1
+ 0.2%
$42.48 - $50.46 $42.5 - $50.5
505 $24.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
33
+ 1.38%
$107.93 - $110.97 $3.56K - $3.66K
2.42K $266M
Brookfield Asset Managmt LTD
1
+ 0.74%
N/A
136 $7.51M
Gsk PLC
3
+ 1.4%
N/A
217 $8.33M
DVY
Ishares Tr

ETFs
1
+ 4.0%
$118.37 - $134.86 $118 - $135
26 $3.39M
TM
Toyota Motor Corp

Consumer Cyclical
2
+ 1.98%
$158.63 - $195.39 $317 - $391
103 $17.7M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4
+ 0.83%
$32.56 - $35.71 $130 - $143
486 $16.1M
VZ
Verizon Communications Inc

Communication Services
8
+ 1.6%
$41.67 - $45.62 $333 - $365
507 $21.9M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1
+ 0.63%
$78.47 - $92.25 $78.5 - $92.3
160 $13M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
123
+ 0.84%
$48.13 - $49.85 $5.92K - $6.13K
14.8K $726M
BP
Bp PLC

Energy
14
+ 1.69%
$26.11 - $33.81 $366 - $473
844 $25.2M
PFE
Pfizer Inc

Healthcare
93
+ 1.73%
$21.59 - $24.84 $2.01K - $2.31K
5.46K $132M
XOM
Exxon Mobil Corp

Energy
4
+ 0.91%
$99.93 - $119.04 $400 - $476
444 $47.9M
Activity Summary
Buys All Purchases 51 New Holdings 0 Increased Positions 51 Sells All Sells 7 Reductions 7 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