Compass Wealth Management LLC Purchases in Q3 2025

Compass Wealth Management LLC

  • $448 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WBS
Webster Financial Corp

Financial Services
96.5K
New
$55.19 - $62.92 $5.33M - $6.07M
96.5K $31.8B
WELL
Welltower Inc.

Real Estate
124K
New
$150.71 - $178.14 $18.6M - $22M
124K $23.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
25.3K
+ 161.75%
$78.11 - $79.07 $1.98M - $2M
41K $12.9B
VTI
Vanguard Total Stock Market Et

ETFs
45.8K
New
$303.93 - $329.86 $13.9M - $15.1M
45.8K $11.2B
VEA
Vanguard Ftse Developed Market

ETFs
59.8K
New
$56.02 - $60.3 $3.35M - $3.61M
59.8K $10.2B
VTV
Vanguard Value ETF

ETFs
49.1K
New
$175.51 - $186.57 $8.62M - $9.17M
49.1K $9.74B
VLO
Valero Energy Corp

Energy
37.4K
+ 1316.67%
$131.77 - $175.63 $4.92M - $6.56M
40.2K $9.77B
VUG
Vanguard Growth ETF

ETFs
42.8K
New
$433.97 - $484.08 $18.6M - $20.7M
42.8K $8.76B
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
590K
New
$42.56 - $49.08 $25.1M - $29M
590K $8.52B
TMQ
Trilogy Metals Inc.

Basic Materials
29.9K
New
$1.34 - $2.16 $40K - $64.5K
29.9K $8.14B
TNL
Travel & Leisure Co.

Consumer Cyclical
28.7K
New
$53.72 - $63.45 $1.54M - $1.82M
28.7K $8.02B
VT
Vanguard Total World Stk Index

ETFs
54.7K
New
$128.41 - $138.03 $7.02M - $7.55M
54.7K $7.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45.4K
New
$567.77 - $614.76 $25.8M - $27.9M
45.4K $7.05B
TTWO
Take Two Interactive Software Inc

Communication Services
13.2K
New
$217.37 - $259.96 $2.88M - $3.44M
13.2K $6.85B
USB
Us Bancorp \De\

Financial Services
40K
New
$43.94 - $50.41 $1.76M - $2.02M
40K $6.83B
WRBY
Warby Parker Inc.

Healthcare
79.2K
New
$21.37 - $28.56 $1.69M - $2.26M
79.2K $6.7B
XPO
Xpo Logistics, Inc.

Industrials
232K
New
$118.79 - $138.31 $27.6M - $32.1M
232K $6.44B
VTRS
Viatris Inc

Healthcare
64.4K
New
$8.74 - $10.69 $563K - $688K
64.4K $6.21B
UPS
United Parcel Service Inc

Industrials
35.9K
New
$82.58 - $105.54 $2.96M - $3.79M
35.9K $6B
WBD
Warner Bros. Discovery, Inc.

Communication Services
95.1K
New
$10.78 - $19.82 $1.03M - $1.88M
95.1K $5.46B
TSN
Tyson Foods, Inc.

Consumer Defensive
23K
+ 260.28%
$52.3 - $57.69 $1.2M - $1.33M
31.9K $5.88B
VZ
Verizon Communications Inc

Communication Services
63.9K
New
$40.84 - $45.06 $2.61M - $2.88M
63.9K $5.25B
VONE
Vanguard Russell 1000 ETF

ETFs
56.2K
+ 1798.78%
$280.68 - $303.97 $15.8M - $17.1M
59.3K $6.12B
SPOT
Spotify Technology S.A.

Communication Services
12K
New
$620.01 - $738.53 $7.46M - $8.89M
12K $5.13B
VEEV
Veeva Systems Inc

Healthcare
62.8K
New
$269.2 - $297.91 $16.9M - $18.7M
62.8K $4.92B
VRSN
Verisign Inc

Technology
63.7K
New
$263.02 - $305.98 $16.7M - $19.5M
63.7K $4.74B
CI
Cigna Corp

Healthcare
16.7K
New
$262.23 - $334.39 $4.38M - $5.59M
16.7K $4.72B
SHOP
Shopify Inc.

Technology
4.22K
+ 212.65%
$112.11 - $157.12 $473K - $663K
6.2K $4.73B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
34.7K
New
$473.44 - $553.71 $16.4M - $19.2M
34.7K $4.48B
VOD
Vodafone Group Public LTD CO

Communication Services
70K
New
$10.67 - $12.06 $747K - $844K
70K $4.43B
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
227K
New
$79.9 - $92.0 $18.1M - $20.9M
227K $4.4B
VB
Vanguard Small Cap ETF

ETFs
45.5K
New
$237.58 - $259.17 $10.8M - $11.8M
45.5K $4.33B
VNT
Vontier Corp

Technology
73.2K
New
$37.48 - $43.71 $2.74M - $3.2M
73.2K $4.19B
DGX
Quest Diagnostics Inc

Healthcare
3.56K
New
N/A
3.56K $4.16B
TDG
Trans Digm Group Inc

Industrials
27.2K
New
$1271.04 - $1620.83 $34.6M - $44.1M
27.2K $4.08B
SYY
Sysco Corp

Consumer Defensive
8.47K
+ 181.56%
$76.33 - $82.51 $647K - $699K
13.1K $4.36B
VO
Vanguard Mid Cap ETF

ETFs
42.8K
New
$279.83 - $293.74 $12M - $12.6M
42.8K $3.96B
UL
Unilever PLC

Consumer Defensive
35K
New
$58.43 - $65.01 $2.04M - $2.28M
35K $3.88B
Voyager Technologies Inc
77.8K
New
N/A
77.8K $3.61B
TRV
Travelers Companies, Inc.

Financial Services
17.2K
+ 147.49%
$250.62 - $279.43 $4.31M - $4.8M
28.8K $6.68B
TFSL
Tfs Financial Corp

Financial Services
16.4K
New
$12.61 - $14.23 $207K - $233K
16.4K $3.4B
TT
Trane Technologies PLC

Industrials
26.5K
+ 3785.43%
$398.96 - $472.54 $10.6M - $12.5M
27.2K $3.64B
TDY
Teledyne Technologies Inc

Technology
15K
New
$509.51 - $586.04 $7.64M - $8.78M
15K $3.31B
SBRA
Sabra Health Care Reit, Inc.

Real Estate
4.8K
New
$17.96 - $19.62 $86.1K - $94.1K
4.8K $3.27B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11.6K
New
$136.48 - $142.97 $1.59M - $1.66M
11.6K $3.25B
UBER
Uber Technologies, Inc

Technology
33.4K
New
$86.91 - $99.57 $2.9M - $3.32M
33.4K $3.19B
UNH
Unitedhealth Group Inc

Healthcare
39.7K
New
$237.77 - $353.61 $9.43M - $14M
39.7K $2.91B
RLI
Rli Corp

Financial Services
4.47K
New
$64.17 - $71.7 $287K - $320K
4.47K $2.54B
TTEK
Tetra Tech Inc

Industrials
911
+ 6.02%
$33.1 - $38.34 $30.2K - $34.9K
16K $3.08B
Activity Summary
Buys All Purchases 119 New Holdings 90 Increased Positions 29 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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