Compass Wealth Management LLC Incresed Positions in Q2 2025

Compass Wealth Management LLC

  • $420 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
57.7K
+ 3609.57%
$79.69 - $99.41 $4.6M - $5.74M
59.3K $5.44B
GOOG
Alphabet Inc.

Communication Services
8.42K
+ 22.63%
$146.58 - $180.01 $1.23M - $1.52M
45.6K $8.1B
PSX
Phillips 66

Energy
18.6K
+ 89.98%
$92.87 - $125.73 $1.72M - $2.33M
39.2K $4.68B
BWXT
Bwx Technologies, Inc.

Industrials
4.02K
+ 12.77%
$89.24 - $144.06 $358K - $578K
35.5K $5.11B
SMG
Scotts Miracle Gro CO

Basic Materials
17.8K
+ 23.98%
$48.21 - $66.48 $857K - $1.18M
91.9K $6.06B
JPM
Jpmorgan Chase & CO

Financial Services
71
+ 0.17%
$210.28 - $289.91 $14.9K - $20.6K
42.2K $12.2B
VRNS
Varonis Systems Inc

Technology
22.3K
+ 31.05%
$37.96 - $50.93 $845K - $1.13M
93.9K $4.77B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.18K
+ 2.69%
$152.93 - $181.74 $487K - $579K
122K $22.1B
ENTG
Entegris Inc

Technology
18.6K
+ 101.08%
$62.92 - $86.2 $1.17M - $1.61M
37.1K $2.99B
DHR
Danaher Corp

Healthcare
7.84K
+ 19.72%
$174.64 - $205.16 $1.37M - $1.61M
47.6K $9.4B
POOL
Pool Corp

Industrials
4.27K
+ 2494.15%
$285.0 - $325.66 $1.22M - $1.39M
4.44K $1.29B
GOOGL
Alphabet Inc.

Communication Services
328
+ 0.81%
$144.7 - $178.6 $47.5K - $58.6K
40.8K $7.19B
VFC
V F Corp

Consumer Cyclical
193K
+ 54.16%
$9.74 - $16.39 $1.88M - $3.17M
550K $6.46B
Canadian Pacific Kansas City
1.47K
+ 2.39%
N/A
63K $5B
FIS
Fidelity National Information Services, Inc.

Technology
222
+ 0.29%
$68.14 - $82.13 $15.1K - $18.2K
78K $6.35B
LSCC
Lattice Semiconductor Corp

Technology
12.9K
+ 48.04%
$37.84 - $56.0 $487K - $721K
39.7K $1.94B
SPMD
Spdr Portfolio

ETFs
4.67K
+ 7.58%
$44.89 - $54.38 $210K - $254K
66.4K $3.61B
STZ
Constellation Brands, Inc.

Consumer Defensive
8.21K
+ 18.82%
$160.0 - $195.62 $1.31M - $1.61M
51.9K $8.44B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.01K
+ 10.98%
$35.35 - $42.68 $248K - $299K
70.8K $3.02B
Jacobs Solutions Inc
304
+ 1.12%
N/A
27.5K $3.62B
GLD
Spdr Gold Trust

ETFs
825
+ 69.15%
$273.71 - $316.29 $226K - $261K
2.02K $615M
AMZN
Amazon Com Inc

Consumer Cyclical
196
+ 3.25%
$167.32 - $223.3 $32.8K - $43.8K
6.22K $1.36B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.5K
+ 18.99%
$77.74 - $78.78 $194K - $197K
15.7K $1.23B
OPCH
Option Care Health, Inc.

Healthcare
18.7K
+ 11.26%
$30.69 - $34.95 $574K - $654K
185K $6B
TJX
Tjx Companies Inc

Consumer Cyclical
850
+ 1.57%
$119.13 - $135.03 $101K - $115K
55.1K $6.81B
CARR
Carrier Global Corp

Industrials
4
+ 0.04%
$55.55 - $75.83 $222 - $303
10.6K $772M
NVDA
Nvidia Corp

Technology
204
+ 14.79%
$94.31 - $157.99 $19.2K - $32.2K
1.58K $250M
MA
Mastercard Inc

Financial Services
17
+ 0.38%
$479.92 - $590.74 $8.16K - $10K
4.47K $2.51B
AMT
American Tower Corp

Real Estate
3
+ 0.02%
$203.96 - $228.19 $612 - $685
16.1K $3.56B
META
Meta Platforms, Inc.

Communication Services
3
+ 1.11%
$484.66 - $738.09 $1.45K - $2.21K
273 $201M
SHOP
Shopify Inc.

Technology
34
+ 1.74%
$76.89 - $115.35 $2.61K - $3.92K
1.98K $229M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
439
+ 14.21%
$51.16 - $62.02 $22.5K - $27.2K
3.53K $219M
ABC
Amerisourcebergen Corp

Healthcare
3
+ 0.19%
N/A
1.57K $470M
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.25%
$87.57 - $96.0 $701 - $768
3.22K $293M
AAPL
Apple Inc.

Technology
671
+ 6.19%
$172.42 - $223.89 $116K - $150K
11.5K $2.36B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
49
+ 3.13%
$483.48 - $539.8 $23.7K - $26.5K
1.61K $784M
CCI
Crown Castle International Corp

Real Estate
318
+ 0.55%
$94.83 - $107.06 $30.2K - $34K
58.3K $5.99B
APD
Air Products & Chemicals, Inc.

Basic Materials
964
+ 3.31%
$248.61 - $294.96 $240K - $284K
30.1K $8.49B
COTY
Coty Inc.

Consumer Defensive
6.65K
+ 1.07%
$4.57 - $5.65 $30.4K - $37.6K
630K $2.93B
FISV
Fiserv Inc

Technology
20
+ 0.06%
N/A
33K $5.68B
Activity Summary
Buys All Purchases 42 New Holdings 1 Increased Positions 41 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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