Compass Planning Associates Inc Incresed Positions in Q1 2025

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
7.7K
+ 62.37%
$271.18 - $303.12 $2.09M - $2.33M
20.1K $5.51B
VTV
Vanguard Value ETF

ETFs
7.15K
+ 5.68%
$167.73 - $179.21 $1.2M - $1.28M
133K $23B
VEU
Vanguard Ftse All World Ex Us

ETFs
14.3K
+ 7.56%
$56.51 - $62.98 $808K - $900K
203K $12.3B
VEA
Vanguard Ftse Developed Market

ETFs
12.3K
+ 81.2%
$47.4 - $52.99 $582K - $651K
27.4K $1.39B
MGV
Vanguard Mega Cap Value

ETFs
3.44K
+ 10.79%
$123.61 - $133.01 $425K - $457K
35.3K $4.55B
LMAT
Lemaitre Vascular Inc

Healthcare
5.62K
+ 91.39%
$78.82 - $104.0 $443K - $585K
11.8K $988M
VUG
Vanguard Growth ETF

ETFs
871
+ 55.65%
$369.1 - $427.61 $321K - $372K
2.44K $903M
VGSH
Vanguard

ETFs
3.19K
+ 29.59%
$58.07 - $58.69 $185K - $187K
14K $820M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
232
+ 51.79%
$507.05 - $563.67 $118K - $131K
680 $350M
GLD
Spdr Gold Trust

ETFs
200
+ 125.0%
$243.19 - $288.14 $48.6K - $57.6K
360 $104M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.85K
+ 74.17%
$24.91 - $29.02 $46.1K - $53.7K
4.35K $109M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
248
+ 6.44%
$95.85 - $99.25 $23.8K - $24.6K
4.1K $406M
IVV
Ishares Core S&P 500 ETF

ETFs
83
+ 12.19%
$554.06 - $615.85 $46K - $51.1K
764 $429M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
556
+ 77.44%
$37.07 - $40.63 $20.6K - $22.6K
1.27K $50.2M
CVS
Cvs Health Corp

Healthcare
10
+ 1.22%
$44.22 - $68.64 $442 - $686
828 $56.1M
VO
Vanguard Mid Cap ETF

ETFs
101
+ 7.73%
$251.87 - $277.95 $25.4K - $28.1K
1.41K $364M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
314
+ 22.61%
$102.49 - $119.96 $32.2K - $37.7K
1.7K $178M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
214
+ 74.83%
$69.69 - $79.99 $14.9K - $17.1K
500 $35.7M
XOM
Exxon Mobil Corp

Energy
4
+ 0.92%
$105.44 - $118.93 $422 - $476
440 $52.4M
BP
Bp PLC

Energy
11
+ 1.34%
$29.93 - $35.31 $329 - $388
830 $28.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
22
+ 78.57%
$156.61 - $168.02 $3.45K - $3.7K
50 $8.05M
VZ
Verizon Communications Inc

Communication Services
8
+ 1.63%
$37.81 - $46.49 $302 - $372
499 $22.6M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.68%
$461.52 - $548.18 $462 - $548
148 $77.3M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
14
+ 0.49%
$178.65 - $194.73 $2.5K - $2.73K
2.87K $527M
Gsk PLC
2
+ 0.94%
N/A
214 $8.31M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3
+ 0.63%
$30.38 - $34.94 $91.1 - $105
482 $16.5M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
11
+ 0.76%
$34.23 - $36.9 $377 - $406
1.47K $52.4M
FNDX
Schwab Fundamental U S Large C

ETFs
108
+ 0.45%
$23.03 - $25.01 $2.49K - $2.7K
24K $566M
VBR
Vanguard Small Cap Value ETF

ETFs
19
+ 7.57%
$183.02 - $207.75 $3.48K - $3.95K
270 $50.2M
TNL
Travel & Leisure Co.

Consumer Cyclical
3
+ 1.52%
$46.29 - $57.86 $139 - $174
200 $9.25M
Brookfield Asset Managmt LTD
1
+ 0.75%
N/A
135 $6.54M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
11
+ 1.24%
$27.52 - $33.6 $303 - $370
899 $26.8M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1
+ 0.63%
$87.72 - $111.91 $87.7 - $112
159 $14.4M
Brookfield Corp
1
+ 0.19%
N/A
515 $27M
GM
General Motors CO

Consumer Cyclical
2
+ 0.4%
$45.22 - $54.92 $90.4 - $110
504 $23.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
79
+ 0.54%
$49.25 - $50.66 $3.89K - $4K
14.7K $729M
PFE
Pfizer Inc

Healthcare
86
+ 1.63%
$25.01 - $27.13 $2.15K - $2.33K
5.36K $136M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4
+ 0.23%
$58.81 - $68.2 $235 - $273
1.75K $105M
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.36%
$253.32 - $282.66 $760 - $848
839 $216M
AAPL
Apple Inc.

Technology
1
+ 0.26%
$209.68 - $247.1 $210 - $247
384 $85.2M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.22%
$198.1 - $229.79 $396 - $460
919 $183M
SCHX
Schwab Strategic Tr Us Large C

ETFs
69
+ 0.31%
$21.75 - $24.28 $1.5K - $1.68K
22.4K $494M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.1%
$522.96 - $601.18 $523 - $601
1.04K $557M
MSFT
Microsoft Corp

Technology
3
+ 0.16%
$375.39 - $447.2 $1.13K - $1.34K
1.92K $722M
VB
Vanguard Small Cap ETF

ETFs
26
+ 0.3%
$217.89 - $252.64 $5.67K - $6.57K
8.83K $1.96B
SPY
Spdr S&P 500 ETF Trust

ETFs
743
+ 2.13%
$551.42 - $612.93 $410K - $455K
35.7K $19.9B
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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