Compass Wealth Management LLC Portfolio Holdings
Compass Wealth Management LLC
- $425 Billion
- Q3 2024
Compass Wealth Management LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $425 Billion distributed in 397 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $22.4B, Invesco S&P 500 Equal Weight E with a value of $19.5B, Jpmorgan Chase & CO with a value of $10.5B, Constellation Brands, Inc. with a value of $9.75B, and Applied Materials Inc with a value of $9.33B.
Examining the 13F form we can see an increase of $19.7B in the current position value, from $405B to 425B.
Compass Wealth Management LLC is based out at Guilford, CT
Below you can find more details about Compass Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 397
- Current Value $425 Billion
- Prior Value $405 Billion
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 9 stocks
- Additional Purchases 30 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks