Compton Wealth Advisory Group, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $382 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse All World Ex Us with a value of $41.9M, Ishares Tr Russell 200 Growth with a value of $29.3M, Vanguard Dividend Appreciation with a value of $22.6M, Ishares Tr Russell 200 Value E with a value of $19.5M, and Vanguard Small Cap ETF with a value of $17M.
Examining the 13F form we can see an decrease of $8.01M in the current position value, from $390M to 382M.
Below you can find more details about Compton Wealth Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$382 Million
ETFs: $232 Million
Technology: $49.7 Million
Financial Services: $25.4 Million
Healthcare: $17.4 Million
Consumer Cyclical: $15.2 Million
Consumer Defensive: $13.9 Million
Communication Services: $13.7 Million
Industrials: $11.1 Million
Other: $3.11 Million
Stock Holdings Table Market Cap. of $200 Billions or more
