Compass Wealth Management, Llc/Ga Incresed Positions in Q3 2025

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
302K
+ 234.97%
$58.43 - $58.88 $17.6M - $17.8M
431K $25.3B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
62.4K
+ 12.82%
$47.11 - $48.77 $2.94M - $3.04M
549K $26.6B
MBB
Ishares Tr

ETFs
21.6K
+ 24.8%
$92.46 - $95.73 $1.99M - $2.06M
108K $10.3B
RYT
Invesco S&P 500 Equal Weight T

ETFs
12.1K
+ 4.4%
N/A
288K $12.8B
NVDA
Nvidia Corp

Technology
241
+ 0.47%
$153.3 - $186.58 $36.9K - $45K
51.7K $9.64B
XLV
Select Sector Spdr Fund Health

ETFs
4.81K
+ 8.67%
$129.01 - $139.72 $620K - $671K
60.2K $8.38B
GLDM
World Gold Trust

ETFs
2.81K
+ 4.77%
$64.73 - $76.45 $182K - $215K
61.8K $4.72B
XLF
Financial Sector Spdr

ETFs
10.7K
+ 6.47%
$51.37 - $54.25 $550K - $581K
176K $9.5B
XLI
Industrial Sector Spdr

ETFs
2.43K
+ 5.52%
$147.94 - $154.99 $360K - $377K
46.5K $7.18B
XLY
Select Sector Spdr Consumer Di

ETFs
948
+ 4.87%
$216.09 - $242.18 $205K - $230K
20.4K $4.89B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.63K
+ 1.61%
$49.43 - $54.52 $80.7K - $89K
103K $5.57B
IDEV
Ishares Core Msci Intl Develop

ETFs
3.48K
+ 5.38%
$74.68 - $80.26 $260K - $279K
68K $5.45B
XLC
Select Sector Spdr Tr Communic

ETFs
1.33K
+ 3.52%
$105.99 - $119.41 $141K - $159K
39.2K $4.63B
XLE
Energy Sector Spdr

ETFs
2.47K
+ 8.23%
$84.25 - $91.99 $208K - $227K
32.5K $2.9B
XLU
Utilities Sector Spdr

ETFs
1.96K
+ 6.36%
$81.14 - $87.32 $159K - $171K
32.8K $2.86B
PLTR
Palantir Technologies Inc.

Technology
101
+ 2.02%
$130.68 - $186.97 $13.2K - $18.9K
5.1K $931M
AAPL
Apple Inc.

Technology
94
+ 2.76%
$202.38 - $256.87 $19K - $24.1K
3.51K $894M
XLP
Consumer Staples Sector Spdr

ETFs
4.18K
+ 7.72%
N/A
58.3K $4.57B
XLB
Select Sector Spdr Fd Material

ETFs
1.57K
+ 6.36%
$86.72 - $92.61 $136K - $145K
26.2K $2.35B
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.21K
+ 6.71%
$40.94 - $42.85 $131K - $137K
51K $2.15B
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.21%
$357.4 - $423.42 $1.79K - $2.12K
2.39K $969M
SO
Southern CO

Utilities
38
+ 0.2%
$90.83 - $96.0 $3.45K - $3.65K
18.7K $1.77B
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.03%
$57.75 - $67.68 $116 - $135
7.36K $486M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
93
+ 0.58%
$49.09 - $50.58 $4.57K - $4.7K
16.1K $811M
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Compass Wealth Management, Llc/Ga Portfolio

Follow Compass Wealth Management, Llc/Ga 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 Wealth Management, Llc/Ga, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management, Llc/Ga with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email