Compton Wealth Advisory Group, LLC Incresed Positions in Q4 2024

Compton Wealth Advisory Group, LLC

  • $382 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
7.53K
+ 19.07%
$241.48 - $274.89 $1.82M - $2.07M
47K $11.9M
AVGO
Broadcom Inc.

Technology
822
+ 2.35%
$159.67 - $250.0 $131K - $206K
35.7K $8.29M
VGSH
Vanguard

ETFs
38.7K
+ 38.4%
$58.02 - $58.88 $2.24M - $2.28M
139K $8.11M
AMZN
Amazon Com Inc

Consumer Cyclical
2.13K
+ 5.98%
$180.88 - $232.93 $386K - $497K
37.8K $8.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
12.1K
+ 16.69%
$160.89 - $176.18 $1.95M - $2.14M
84.8K $13.7M
AAPL
Apple Inc.

Technology
492
+ 0.76%
$221.69 - $259.02 $109K - $127K
64.9K $16.2M
GOOGL
Alphabet Inc.

Communication Services
1.08K
+ 2.45%
$161.86 - $196.66 $174K - $212K
45.1K $8.53M
JPM
Jpmorgan Chase & CO

Financial Services
472
+ 1.6%
$205.18 - $250.29 $96.8K - $118K
29.9K $7.17M
CRM
Salesforce, Inc.

Technology
475
+ 6.18%
$270.87 - $367.87 $129K - $175K
8.17K $2.73M
VT
Vanguard Total World Stk Index

ETFs
4.34K
+ 148.78%
$117.09 - $123.07 $508K - $534K
7.26K $852K
WMT
Walmart Inc.

Consumer Defensive
970
+ 3.05%
$79.1 - $95.7 $76.7K - $92.8K
32.7K $2.96M
IVW
Ishares S&P 500 Growth ETF

ETFs
63
+ 0.1%
$94.43 - $105.47 $5.95K - $6.64K
65K $6.6M
MS
Morgan Stanley

Financial Services
842
+ 6.87%
$104.42 - $134.99 $87.9K - $114K
13.1K $1.65M
TMUS
T Mobile Us, Inc.

Communication Services
321
+ 2.07%
$206.1 - $246.94 $66.2K - $79.3K
15.8K $3.49M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 0.89%
$873.59 - $994.69 $32.3K - $36.8K
4.19K $3.84M
MSFT
Microsoft Corp

Technology
847
+ 3.56%
$406.35 - $454.46 $344K - $385K
24.6K $10.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
511
+ 3.84%
$442.29 - $483.08 $226K - $247K
13.8K $6.27M
IWX
Ishares Tr Russell 200 Value E

ETFs
7.32K
+ 3.05%
$78.25 - $85.17 $573K - $623K
247K $19.5M
PG
Procter & Gamble CO

Consumer Defensive
438
+ 4.7%
$161.05 - $179.7 $70.5K - $78.7K
9.75K $1.63M
IWR
Ishares Russell Mid Cap ETF

ETFs
46
+ 0.29%
$87.25 - $95.52 $4.01K - $4.39K
15.8K $1.4M
NEE
Nextera Energy Inc

Utilities
1.35K
+ 17.42%
$69.77 - $85.43 $94.2K - $115K
9.1K $652K
IJK
Ishares S&P Midcap 400 Growth

ETFs
40
+ 0.48%
$90.66 - $99.46 $3.63K - $3.98K
8.29K $754K
CVX
Chevron Corp

Energy
34
+ 0.22%
$141.15 - $162.53 $4.8K - $5.53K
15.2K $2.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
66
+ 3.19%
$501.29 - $612.85 $33.1K - $40.4K
2.14K $1.11M
PEP
Pepsico Inc

Consumer Defensive
175
+ 1.46%
$151.29 - $176.1 $26.5K - $30.8K
12.2K $1.85M
VTV
Vanguard Value ETF

ETFs
1.06K
+ 1.07%
$168.32 - $181.87 $178K - $192K
100K $16.9M
Activity Summary
Buys All Purchases 29 New Holdings 2 Increased Positions 27 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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