Compass Wealth Management, Llc/Ga New Holdings in Q2 2025

Compass Wealth Management, Llc/Ga

  • $187 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
487K
New
$46.39 - $47.84 $22.6M - $23.3M
487K $23.3B
LVHI
Franklin International Low Vol

ETFs
403K
New
$28.91 - $33.28 $11.6M - $13.4M
403K $13.1B
RYT
Invesco S&P 500 Equal Weight T

ETFs
275K
New
N/A
275K $11.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
378K
New
$24.32 - $27.87 $9.18M - $10.5M
378K $10B
GLD
Spdr Gold Trust

ETFs
31.4K
New
$273.71 - $316.29 $8.59M - $9.93M
31.4K $9.57B
XLF
Financial Sector Spdr

ETFs
166K
New
$43.92 - $52.37 $7.27M - $8.67M
166K $8.67B
MBB
Ishares Tr

ETFs
86.9K
New
$91.41 - $94.22 $7.94M - $8.19M
86.9K $8.16B
NVDA
Nvidia Corp

Technology
51.4K
New
$94.31 - $157.99 $4.85M - $8.13M
51.4K $8.13B
VGSH
Vanguard

ETFs
129K
New
$58.32 - $58.95 $7.5M - $7.58M
129K $7.55B
XLV
Select Sector Spdr Fund Health

ETFs
55.4K
New
$128.77 - $144.3 $7.13M - $7.99M
55.4K $7.47B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
101K
New
$39.89 - $49.46 $4.03M - $5M
101K $5B
IDEV
Ishares Core Msci Intl Develop

ETFs
64.6K
New
$61.79 - $76.67 $3.99M - $4.95M
64.6K $4.91B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
74.8K
New
$56.84 - $65.5 $4.25M - $4.9M
74.8K $4.9B
VGLT
Vanguard Long Term Treasury Et

ETFs
78.4K
New
$53.66 - $58.71 $4.21M - $4.6M
78.4K $4.4B
XLP
Consumer Staples Sector Spdr

ETFs
54.1K
New
N/A
54.1K $4.38B
XLY
Select Sector Spdr Consumer Di

ETFs
19.5K
New
$176.34 - $218.59 $3.43M - $4.25M
19.5K $4.23B
XLC
Select Sector Spdr Tr Communic

ETFs
37.8K
New
$86.13 - $108.53 $3.26M - $4.1M
37.8K $4.1B
TLT
Ishares Barclays 20+ Year Trea

ETFs
45.7K
New
$83.97 - $92.85 $3.84M - $4.25M
45.7K $4.03B
GLDM
World Gold Trust

ETFs
59K
New
$58.96 - $67.97 $3.48M - $4.01M
59K $3.86B
XLE
Energy Sector Spdr

ETFs
30K
New
$76.44 - $94.13 $2.29M - $2.82M
30K $2.54B
XLU
Utilities Sector Spdr

ETFs
30.9K
New
$73.09 - $82.77 $2.26M - $2.55M
30.9K $2.52B
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.5K
New
$152.93 - $181.74 $1.9M - $2.26M
12.5K $2.26B
XLB
Select Sector Spdr Fd Material

ETFs
24.6K
New
$74.27 - $88.92 $1.83M - $2.19M
24.6K $2.16B
XLRE
Select Sector Spdr Tr Real Est

ETFs
47.8K
New
$37.08 - $42.26 $1.77M - $2.02M
47.8K $1.98B
MSFT
Microsoft Corp

Technology
3.76K
New
$354.56 - $497.45 $1.33M - $1.87M
3.76K $1.87B
SO
Southern CO

Utilities
18.6K
New
$84.91 - $92.56 $1.58M - $1.73M
18.6K $1.71B
AVGO
Broadcom Inc.

Technology
5.54K
New
$146.29 - $275.65 $811K - $1.53M
5.54K $1.53B
PM
Philip Morris International Inc.

Consumer Defensive
7.01K
New
$149.23 - $184.95 $1.05M - $1.3M
7.01K $1.28B
AMZN
Amazon Com Inc

Consumer Cyclical
4.44K
New
$167.32 - $223.3 $743K - $991K
4.44K $974M
IAU
Ishares Gold Trust

ETFs
14.7K
New
$56.1 - $64.74 $827K - $954K
14.7K $919M
MUB
Ishares National Muni Bond ETF

ETFs
8.51K
New
$102.31 - $105.8 $870K - $900K
8.51K $889M
HD
Home Depot, Inc.

Consumer Cyclical
2.39K
New
$335.24 - $380.78 $800K - $908K
2.39K $874M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
16K
New
$48.46 - $50.2 $774K - $802K
16K $793M
SPOT
Spotify Technology S.A.

Communication Services
1K
New
$503.3 - $775.9 $503K - $776K
1K $767M
TSLA
Tesla, Inc.

Consumer Cyclical
2.25K
New
$221.86 - $362.89 $499K - $817K
2.25K $715M
AAPL
Apple Inc.

Technology
3.41K
New
$172.42 - $223.89 $588K - $764K
3.41K $700M
PLTR
Palantir Technologies Inc.

Technology
5K
New
$74.01 - $144.25 $370K - $721K
5K $682M
GOOG
Alphabet Inc.

Communication Services
3.28K
New
$146.58 - $180.01 $481K - $590K
3.28K $582M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.97K
New
$152.42 - $182.82 $452K - $542K
2.97K $542M
Ge Vernova Inc
1.01K
New
N/A
1.01K $535M
MELI
Mercadolibre Inc

Consumer Cyclical
200
New
$1794.73 - $2613.63 $359K - $523K
200 $523M
CRWD
Crowd Strike Holdings, Inc.

Technology
1K
New
$321.63 - $509.31 $322K - $509K
1K $509M
Super Micro Computer Inc
10.2K
New
N/A
10.2K $499M
AMD
Advanced Micro Devices Inc

Technology
3.11K
New
$78.21 - $143.81 $243K - $447K
3.11K $441M
LOW
Lowes Companies Inc

Consumer Cyclical
1.96K
New
$210.83 - $235.28 $414K - $462K
1.96K $435M
MO
Altria Group, Inc.

Consumer Defensive
7.35K
New
$55.56 - $60.91 $409K - $448K
7.35K $431M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10.1K
New
$36.25 - $42.28 $367K - $428K
10.1K $428M
WMT
Walmart Inc.

Consumer Defensive
4.19K
New
$81.79 - $99.98 $342K - $419K
4.19K $409M
CTSH
Cognizant Technology Solutions Corp

Technology
5K
New
$66.47 - $81.81 $332K - $409K
5K $390M
Activity Summary
Buys All Purchases 59 New Holdings 59 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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