Compton Wealth Advisory Group, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $390 Million distributed in 111 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 $47M, Ishares Tr Russell 200 Growth with a value of $29.6M, Vanguard Dividend Appreciation with a value of $23.7M, Ishares Tr Russell 200 Value E with a value of $19.5M, and Vanguard Value ETF with a value of $17.3M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $374M to 390M.
Below you can find more details about Compton Wealth Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$390 Million
ETFs: $245 Million
Technology: $45.9 Million
Financial Services: $23.2 Million
Healthcare: $20.5 Million
Consumer Cyclical: $13.7 Million
Consumer Defensive: $13.4 Million
Industrials: $12.2 Million
Communication Services: $12 Million
Other: $3.59 Million
Stock Holdings Table Market Cap. of $200 Billions or more