Compton Financial Group, LLC Portfolio Holdings
Compton Financial Group, LLC
- $337 Million
- Q4 2024
Compton Financial Group, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $337 Million distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $54.7M, Ishares Core U.S. Aggregate Bo with a value of $53.4M, Ishares Tr with a value of $51.9M, Spdr Portfolio S&P 500 Value E with a value of $50.6M, and Vanguard Sht Trm Inflt Prot Fd with a value of $37.3M.
Examining the 13F form we can see an increase of $5.51M in the current position value, from $331M to 337M.
Below you can find more details about Compton Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$337 Million
ETFs: $328 Million
Technology: $2.22 Million
Financial Services: $1.41 Million
Consumer Defensive: $1.23 Million
Utilities: $1.12 Million
Energy: $919,000
Consumer Cyclical: $903,000
Healthcare: $604,000
Other: $200,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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