Compass Wealth Management LLC Incresed Positions in Q3 2025

Compass Wealth Management LLC

  • $448 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
123K
+ 17931.05%
$181.56 - $190.33 $22.3M - $23.4M
124K $23.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
15.5K
+ 117.48%
$224.68 - $282.71 $3.48M - $4.38M
28.7K $8.02B
Te Connectivity PLC
23.1K
+ 169.45%
N/A
36.7K $8.06B
OPCH
Option Care Health, Inc.

Healthcare
230K
+ 9825.28%
$26.82 - $31.95 $6.16M - $7.34M
232K $6.44B
RTX
Raytheon Technologies Corp

Industrials
31.2K
+ 673.19%
$144.19 - $167.33 $4.5M - $5.23M
35.9K $6B
HCA
Hca Healthcare, Inc.

Healthcare
11.5K
+ 2087.64%
$334.32 - $426.2 $3.84M - $4.89M
12K $5.13B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
52K
+ 483.73%
$72.65 - $78.68 $3.78M - $4.09M
62.8K $4.92B
MDT
Medtronic PLC

Healthcare
44.1K
+ 3197.97%
$87.67 - $95.74 $3.87M - $4.22M
45.5K $4.33B
SBUX
Starbucks Corp

Consumer Cyclical
67.1K
+ 556.6%
$81.9 - $96.86 $5.5M - $6.5M
79.2K $6.7B
PSX
Phillips 66

Energy
37.4K
+ 1388.37%
$118.37 - $139.46 $4.42M - $5.21M
40.1K $5.45B
VFC
V F Corp

Consumer Cyclical
550K
+ 1374.32%
$11.66 - $15.56 $6.42M - $8.56M
590K $8.52B
SPMD
Spdr Portfolio

ETFs
62.5K
+ 584.11%
$54.43 - $58.29 $3.4M - $3.64M
73.2K $4.19B
LSCC
Lattice Semiconductor Corp

Technology
38.6K
+ 3504.55%
$48.73 - $74.71 $1.88M - $2.88M
39.7K $2.91B
NUE
Nucor Corp

Basic Materials
15.3K
+ 808.17%
$133.3 - $150.33 $2.04M - $2.3M
17.2K $2.33B
MA
Mastercard Inc

Financial Services
3.13K
+ 233.36%
$550.18 - $598.96 $1.72M - $1.87M
4.47K $2.54B
POOL
Pool Corp

Industrials
4.42K
+ 146.39%
$292.13 - $333.62 $1.29M - $1.47M
7.44K $2.31B
NVS
Novartis Ag

Healthcare
11.3K
+ 606.48%
$113.5 - $129.73 $1.29M - $1.47M
13.2K $1.69B
NKE
Nike, Inc.

Consumer Cyclical
17.3K
+ 1040.83%
$69.24 - $79.24 $1.2M - $1.37M
19K $1.32B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
66.8K
+ 603.23%
$42.26 - $47.16 $2.82M - $3.15M
77.8K $3.61B
OTIS
Otis Worldwide Corp

Industrials
7.12K
+ 296.46%
$84.93 - $101.07 $604K - $719K
9.52K $870M
PG
Procter & Gamble CO

Consumer Defensive
6.17K
+ 197.28%
$150.47 - $161.22 $928K - $994K
9.29K $1.43B
PKI
Perkinelmer Inc

Healthcare
1.54K
+ 40.14%
N/A
5.37K $471M
KR
Kroger CO

Consumer Defensive
5.64K
+ 557.92%
$64.52 - $74.35 $364K - $419K
6.65K $448M
LHX
L3 Harris Technologies, Inc.

Industrials
708
+ 65.62%
$252.18 - $305.41 $179K - $216K
1.79K $546M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.69K
+ 322.63%
$62.09 - $66.51 $167K - $179K
3.53K $230M
HII
Huntington Ingalls Industries, Inc.

Industrials
467
+ 73.78%
$246.31 - $287.91 $115K - $134K
1.1K $317M
SCHW
Schwab Charles Corp

Financial Services
28.4K
+ 576.5%
$91.03 - $98.69 $2.59M - $2.81M
33.4K $3.19B
VRNS
Varonis Systems Inc

Technology
32.4K
+ 51.67%
$49.58 - $59.83 $1.61M - $1.94M
95.1K $5.46B
Activity Summary
Buys All Purchases 120 New Holdings 91 Increased Positions 29 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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