Compton Financial Group, LLC Portfolio Holdings
Compton Financial Group, LLC
- $331 Million
- Q3 2024
Compton Financial Group, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $331 Million distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $54.2M, Ishares Core U.S. Aggregate Bo with a value of $53.1M, Spdr Portfolio with a value of $50.5M, Spdr Portfolio S&P 500 Value E with a value of $50.3M, and Vanguard Sht Trm Inflt Prot Fd with a value of $36.2M.
Examining the 13F form we can see an increase of $36.4M in the current position value, from $295M to 331M.
Below you can find more details about Compton Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
ETFs: $323 Million
Technology: $2.06 Million
Consumer Defensive: $1.48 Million
Financial Services: $1.23 Million
Utilities: $1.1 Million
Energy: $941,000
Consumer Cyclical: $750,000
Healthcare: $715,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|