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
TD
Toronto Dominion Bank

Financial Services
21.7K
New
$72.55 - $79.95 $1.57M - $1.74M
21.7K $2.43B
SONY
Sony Group Corp

Technology
7.44K
New
$23.92 - $30.07 $178K - $224K
7.44K $2.31B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6.72K
+ 471.32%
$435.72 - $463.74 $2.93M - $3.12M
8.15K $2.78B
PH
Parker Hannifin Corp

Industrials
2.21K
+ 736.0%
$697.13 - $769.67 $1.54M - $1.7M
2.51K $2.32B
WM
Waste Management Inc

Industrials
80.7K
+ 537.04%
$213.88 - $237.1 $17.3M - $19.1M
95.7K $5.45B
TMO
Thermo Fisher Scientific Inc.

Healthcare
16.1K
+ 1460.51%
$404.94 - $499.99 $6.53M - $8.06M
17.2K $2.33B
LUV
Southwest Airlines CO

Industrials
1.32K
+ 20.94%
$29.06 - $37.7 $38.4K - $49.8K
7.63K $2.06B
Veralto Corp
62.9K
New
N/A
62.9K $1.78B
V
Visa Inc.

Financial Services
60.3K
+ 701.43%
$332.09 - $358.86 $20M - $21.6M
68.9K $4.71B
ELY
Callaway Golf CO

Consumer Cyclical
21K
New
N/A
21K $1.66B
Figma Inc
362
New
N/A
362 $1.55B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
9.29K
New
$32.11 - $34.92 $298K - $324K
9.29K $1.43B
SHW
Sherwin Williams CO

Basic Materials
6.1K
New
$330.88 - $375.23 $2.02M - $2.29M
6.1K $1.34B
SO
Southern CO

Utilities
4.36K
+ 138.54%
$90.83 - $96.0 $396K - $419K
7.51K $1.58B
SRE
Sempra Energy

Utilities
5.96K
New
$74.14 - $89.98 $442K - $536K
5.96K $1.2B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
11.5K
New
$83.08 - $100.2 $955K - $1.15M
11.5K $1.17B
TBT
Proshares Ultrashort 20+Year T

ETFs
3.18K
New
$33.21 - $37.66 $105K - $120K
3.18K $1.12B
TSCO
Tractor Supply CO

Consumer Cyclical
25.4K
New
$54.08 - $62.65 $1.37M - $1.59M
25.4K $994M
TOL
Toll Brothers, Inc.

Consumer Cyclical
16K
+ 528.21%
$113.78 - $148.0 $1.82M - $2.36M
19K $1.32B
SUN
Sunoco LP

Energy
12.9K
New
$48.42 - $55.31 $624K - $712K
12.9K $850M
NEE
Nextera Energy Inc

Utilities
1.62K
New
$69.77 - $77.54 $113K - $126K
1.62K $816M
XLU
Utilities Sector Spdr

ETFs
5.83K
New
$81.14 - $87.32 $473K - $509K
5.83K $785M
PRI
Primerica, Inc.

Financial Services
3.09K
New
$255.46 - $285.58 $788K - $881K
3.09K $758M
SPH
Suburban Propane Partners LP

Utilities
12.6K
New
$17.47 - $19.0 $219K - $238K
12.6K $749M
PFE
Pfizer Inc

Healthcare
2.64K
New
$23.29 - $25.88 $61.4K - $68.2K
2.64K $742M
NXPI
Nxp Semiconductors N.V.

Technology
2.02K
New
$205.16 - $239.07 $414K - $482K
2.02K $717M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3.63K
New
$534.91 - $598.71 $1.94M - $2.18M
3.63K $674M
TGT
Target Corp

Consumer Defensive
9.78K
+ 275.31%
$86.56 - $107.43 $846K - $1.05M
13.3K $1.02B
MCD
Mcdonalds Corp

Consumer Cyclical
1.38K
New
$291.67 - $316.99 $401K - $436K
1.38K $638M
IWM
Ishares Russell 2000 ETF

ETFs
945
New
$214.92 - $244.84 $203K - $231K
945 $632M
PRU
Prudential Financial Inc

Financial Services
3.25K
New
$100.68 - $109.89 $327K - $357K
3.25K $608M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.81K
New
$74.93 - $80.73 $735K - $792K
9.81K $585M
NWBI
Northwest Bancshares, Inc.

Financial Services
1.79K
New
$11.5 - $13.53 $20.6K - $24.2K
1.79K $546M
TSLA
Tesla, Inc.

Consumer Cyclical
15.1K
New
$293.94 - $444.72 $4.45M - $6.73M
15.1K $505M
NFLX
Netflix Inc

Communication Services
1.57K
New
$1147.87 - $1297.18 $1.8M - $2.04M
1.57K $490M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.12K
New
$21.69 - $23.34 $111K - $120K
5.12K $489M
XLF
Financial Sector Spdr

ETFs
5.77K
New
$51.37 - $54.25 $296K - $313K
5.77K $484M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.37K
New
$25.29 - $28.33 $136K - $152K
5.37K $471M
Ralliant Corp
3.6K
New
N/A
3.6K $448M
SOFI
So Fi Technologies, Inc.

Financial Services
6.65K
New
$17.64 - $29.81 $117K - $198K
6.65K $448M
NYT
New York Times CO

Communication Services
1.6K
New
$51.43 - $61.95 $82.3K - $99.1K
1.6K $402M
MANH
Manhattan Associates Inc

Technology
1.22K
New
$196.16 - $227.94 $239K - $278K
1.22K $394M
ITOT
Ishares Core S&P Total U.S. St

ETFs
848
New
$135.0 - $146.02 $114K - $124K
848 $344M
Nektar Therapeutics
1.54K
New
N/A
1.54K $340M
PSTG
Pure Storage, Inc.

Technology
3.39K
New
$54.47 - $88.29 $185K - $299K
3.39K $304M
SLB
Schlumberger Limited

Energy
4.85K
New
$32.37 - $37.31 $157K - $181K
4.85K $302M
PLD
Prologis, Inc.

Real Estate
3.15K
New
$104.08 - $115.35 $328K - $363K
3.15K $299M
NUVL
Nuvalent, Inc.

Healthcare
1.98K
New
$72.16 - $86.48 $143K - $172K
1.98K $295M
SAP
Sap Se

Technology
4.82K
New
$252.42 - $311.93 $1.22M - $1.5M
4.82K $274M
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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