Compass Planning Associates Inc Portfolio Holdings by Sector
Compass Planning Associates Inc
- $109 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VTV SPY BIV BSV VEU VGSH MGV VB 22 stocks |
$102 Million
93.93% of portfolio
|
15
|
6
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.78 Million
3.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
EOS STK CSQ ETY 4 stocks |
$1.52 Million
1.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$998,365
0.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$320,822
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|