Compass Wealth Management LLC New Holdings in Q3 2025

Compass Wealth Management LLC

  • $448 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
96.5K
New
$264.74 - $369.57 $25.6M - $35.7M
96.5K $31.8B
JPM
Jpmorgan Chase & CO

Financial Services
41K
New
$282.78 - $316.06 $11.6M - $13M
41K $12.9B
GOOG
Alphabet Inc.

Communication Services
45.8K
New
$175.16 - $255.24 $8.02M - $11.7M
45.8K $11.2B
AEIS
Advanced Energy Industries Inc

Industrials
59.8K
New
$133.59 - $176.59 $7.99M - $10.6M
59.8K $10.2B
GOOGL
Alphabet Inc.

Communication Services
40.2K
New
$174.36 - $254.72 $7.01M - $10.2M
40.2K $9.77B
DHR
Danaher Corp

Healthcare
49.1K
New
$181.46 - $212.2 $8.92M - $10.4M
49.1K $9.74B
AMAT
Applied Materials Inc

Technology
42.8K
New
$156.25 - $204.95 $6.69M - $8.77M
42.8K $8.76B
STZ
Constellation Brands, Inc.

Consumer Defensive
62.7K
New
$131.78 - $176.09 $8.26M - $11M
62.7K $8.44B
APD
Air Products & Chemicals, Inc.

Basic Materials
29.9K
New
$265.78 - $299.3 $7.94M - $8.94M
29.9K $8.14B
CVX
Chevron Corp

Energy
45.4K
New
$145.57 - $161.83 $6.6M - $7.34M
45.4K $7.05B
BX
Blackstone Inc.

Financial Services
40K
New
$152.77 - $188.68 $6.11M - $7.55M
40K $6.83B
ABBV
Abb Vie Inc.

Healthcare
28.8K
New
$184.85 - $231.54 $5.33M - $6.68M
28.8K $6.68B
CCI
Crown Castle International Corp

Real Estate
64.4K
New
$92.96 - $113.91 $5.98M - $7.33M
64.4K $6.21B
BWXT
Bwx Technologies, Inc.

Industrials
31.9K
New
$136.45 - $184.37 $4.35M - $5.88M
31.9K $5.88B
SMG
Scotts Miracle Gro CO

Basic Materials
95.7K
New
$55.82 - $70.08 $5.34M - $6.71M
95.7K $5.45B
GLW
Corning Inc

Technology
63.9K
New
$51.6 - $82.03 $3.3M - $5.25M
63.9K $5.25B
FIS
Fidelity National Information Services, Inc.

Technology
78.3K
New
$63.37 - $82.35 $4.96M - $6.45M
78.3K $5.17B
Canadian Pacific Kansas City
63.7K
New
N/A
63.7K $4.74B
LLY
Eli Lilly & CO

Healthcare
6.2K
New
$625.65 - $812.69 $3.88M - $5.04M
6.2K $4.73B
MAR
Marriott International Inc

Consumer Cyclical
18.1K
New
$255.35 - $282.87 $4.63M - $5.13M
18.1K $4.73B
CB
Chubb LTD

Financial Services
16.7K
New
$265.99 - $289.59 $4.45M - $4.84M
16.7K $4.72B
CSCO
Cisco Systems, Inc.

Technology
68.9K
New
$66.2 - $71.79 $4.56M - $4.95M
68.9K $4.71B
FISV
Fiserv Inc

Technology
34.7K
New
N/A
34.7K $4.48B
Rocket Cos Inc
227K
New
N/A
227K $4.4B
AXP
American Express CO

Financial Services
13.1K
New
$294.27 - $342.31 $3.87M - $4.5M
13.1K $4.36B
Blackrock Inc
3.56K
New
N/A
3.56K $4.16B
Jacobs Solutions Inc
27.2K
New
N/A
27.2K $4.08B
PINS
Pinterest, Inc.

Communication Services
125K
New
$32.17 - $39.17 $4.03M - $4.91M
125K $4.03B
ENTG
Entegris Inc

Technology
42.8K
New
$72.03 - $95.97 $3.08M - $4.11M
42.8K $3.96B
PNR
Pentair PLC

Industrials
35K
New
$100.62 - $112.59 $3.52M - $3.94M
35K $3.88B
ABT
Abbott Laboratories

Healthcare
27.2K
New
$120.51 - $136.62 $3.28M - $3.72M
27.2K $3.64B
MOGA
Moog Inc Cla
16.4K
New
N/A
16.4K $3.4B
INTU
Intuit Inc

Technology
4.8K
New
$646.03 - $807.39 $3.1M - $3.87M
4.8K $3.27B
AMT
American Tower Corp

Real Estate
16K
New
$192.32 - $232.35 $3.08M - $3.73M
16K $3.08B
FDX
Fedex Corp

Industrials
12.1K
New
$217.1 - $243.2 $2.62M - $2.93M
12.1K $2.84B
AAPL
Apple Inc.

Technology
11.1K
New
$202.38 - $256.87 $2.24M - $2.84M
11.1K $2.82B
EOG
Eog Resources Inc

Energy
21.7K
New
$112.12 - $126.1 $2.43M - $2.74M
21.7K $2.43B
COST
Costco Wholesale Corp

Consumer Defensive
2.51K
New
$915.95 - $994.57 $2.3M - $2.49M
2.51K $2.32B
CME
Cme Group Inc.

Financial Services
7.63K
New
$258.83 - $287.1 $1.97M - $2.19M
7.63K $2.06B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.2K
New
$108.46 - $120.63 $1.75M - $1.95M
16.2K $1.92B
EMR
Emerson Electric CO

Industrials
13.6K
New
$128.6 - $149.63 $1.75M - $2.04M
13.6K $1.79B
KMI
Kinder Morgan, Inc.

Energy
62.9K
New
$26.23 - $28.5 $1.65M - $1.79M
62.9K $1.78B
HON
Honeywell International Inc

Industrials
7.51K
New
$207.7 - $240.4 $1.56M - $1.81M
7.51K $1.58B
AZO
Autozone Inc

Consumer Cyclical
362
New
$3649.42 - $4354.54 $1.32M - $1.58M
362 $1.55B
PEP
Pepsico Inc

Consumer Defensive
10.7K
New
$133.81 - $152.16 $1.43M - $1.63M
10.7K $1.5B
AMZN
Amazon Com Inc

Consumer Cyclical
6.1K
New
$211.65 - $238.24 $1.29M - $1.45M
6.1K $1.34B
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.96K
New
$185.88 - $207.44 $1.11M - $1.24M
5.96K $1.2B
C
Citigroup Inc

Financial Services
11.5K
New
$85.57 - $103.49 $984K - $1.19M
11.5K $1.17B
ADBE
Adobe Inc.

Technology
3.18K
New
$333.65 - $392.1 $1.06M - $1.24M
3.18K $1.12B
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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