Compass Financial Services Inc Incresed Positions in Q3 2025

Compass Financial Services Inc

  • $226 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.24%
$181.56 - $190.33 $545 - $571
1.26K $239M
XLE
Energy Sector Spdr

ETFs
12
+ 0.65%
$84.25 - $91.99 $1.01K - $1.1K
1.87K $167M
CAT
Caterpillar Inc

Industrials
1
+ 1.06%
$390.92 - $477.15 $391 - $477
95 $45.1M
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.48%
$56.02 - $60.3 $672 - $724
2.54K $152M
DIS
Walt Disney CO

Communication Services
80
+ 57.55%
$112.25 - $124.0 $8.98K - $9.92K
219 $25.1M
RDVY
First Trust Rising Dividend Ac

ETFs
65
+ 14.35%
$62.38 - $67.29 $4.05K - $4.37K
518 $34.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
49
+ 4.9%
$62.09 - $66.51 $3.04K - $3.26K
1.05K $68.4M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.64%
$291.67 - $316.99 $875 - $951
474 $144M
DE
Deere & CO

Industrials
101
+ 13.0%
$457.26 - $524.37 $46.2K - $53K
878 $402M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3
+ 0.29%
$74.93 - $80.73 $225 - $242
1.05K $84.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4
+ 0.44%
$49.43 - $54.52 $198 - $218
923 $50M
MS
Morgan Stanley

Financial Services
2
+ 0.87%
$139.09 - $161.16 $278 - $322
231 $36.6M
IAU
Ishares Gold Trust

ETFs
8
+ 2.28%
$61.62 - $72.77 $493 - $582
359 $26.1M
AIQ
Global X Funds Global X Artifi

ETFs
1
+ 0.14%
$43.2 - $49.66 $43.2 - $49.7
729 $36M
USB
Us Bancorp \De\

Financial Services
4
+ 0.42%
$43.94 - $50.41 $176 - $202
957 $46.2M
FVD
First Tr Value Line Divid Inde

ETFs
10
+ 0.58%
$44.73 - $46.86 $447 - $469
1.75K $80.7M
BP
Bp PLC

Energy
9
+ 1.48%
$30.25 - $35.69 $272 - $321
616 $21.2M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.51%
$195.41 - $212.37 $195 - $212
196 $40.9M
FE
Firstenergy Corp

Utilities
5
+ 1.09%
$39.76 - $45.82 $199 - $229
464 $21.2M
EVRG
Evergy, Inc.

Utilities
3
+ 0.87%
$67.73 - $76.02 $203 - $228
349 $26.5M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.36%
$133.81 - $152.16 $134 - $152
275 $38.6M
KO
Coca Cola CO

Consumer Defensive
237
+ 7.64%
$65.67 - $71.67 $15.6K - $17K
3.34K $221M
EPD
Enterprise Products Partners L.P.

Energy
40
+ 1.69%
$30.74 - $32.14 $1.23K - $1.29K
2.4K $75.2M
SPMD
Spdr Portfolio

ETFs
2
+ 0.36%
$54.43 - $58.29 $109 - $117
551 $31.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
18
+ 1.61%
$30.67 - $32.13 $552 - $578
1.14K $35.9M
FTCS
First Trust Capital Strength E

ETFs
1
+ 0.19%
$89.72 - $93.74 $89.7 - $93.7
533 $49.9M
JCI
Johnson Controls International PLC

Industrials
1
+ 0.3%
$103.24 - $111.73 $103 - $112
335 $36.8M
AMGN
Amgen Inc

Healthcare
2
+ 0.71%
$271.18 - $309.22 $542 - $618
284 $80.2M
IDU
Ishares Tr U S Utils ETF

ETFs
1
+ 0.53%
$103.7 - $111.17 $104 - $111
190 $21.1M
FPE
First Tr Pfd Secs & Income ETF

ETFs
19
+ 1.4%
$17.81 - $18.39 $338 - $349
1.38K $25.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.2%
$92.18 - $95.14 $92.2 - $95.1
489 $46.6M
FTHI
First Trust Exchange Traded Fd

ETFs
12
+ 2.13%
$22.76 - $23.92 $273 - $287
575 $13.6M
KBE
Spdr S&P Bank ETF

ETFs
1
+ 0.7%
$55.26 - $61.99 $55.3 - $62
144 $8.55M
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 1.24%
$88.47 - $93.24 $177 - $186
163 $14.9M
PLD
Prologis, Inc.

Real Estate
1
+ 2.17%
$104.08 - $115.35 $104 - $115
47 $5.37M
EMB
Ishares Tr

ETFs
1
+ 0.87%
$91.52 - $95.59 $91.5 - $95.6
116 $11.1M
SO
Southern CO

Utilities
1
+ 1.0%
$90.83 - $96.0 $90.8 - $96
101 $9.55M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.83%
$72.01 - $74.44 $144 - $149
243 $17.8M
TMP
Tompkins Financial Corp

Financial Services
1
+ 1.75%
$62.34 - $71.09 $62.3 - $71.1
58 $3.81M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1
+ 0.68%
$12.48 - $14.83 $12.5 - $14.8
147 $2.02M
OMF
One Main Holdings, Inc.

Financial Services
4
+ 2.0%
$55.61 - $62.61 $222 - $250
204 $11.5M
EPR
Epr Properties

Real Estate
1
+ 0.93%
$52.58 - $61.21 $52.6 - $61.2
109 $6.35M
BNDX
Vanguard Total International B

ETFs
1
+ 0.43%
$49.0 - $49.51 $49 - $49.5
234 $11.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 3.45%
$102.4 - $103.88 $102 - $104
30 $3.06M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1
+ 1.0%
$28.38 - $29.05 $28.4 - $29.1
101 $2.92M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1
+ 2.86%
$18.82 - $19.8 $18.8 - $19.8
36 $696K
NKE
Nike, Inc.

Consumer Cyclical
1
+ 1.11%
$69.24 - $79.24 $69.2 - $79.2
91 $6.33M
IIPR
Innovative Industrial Properties Inc

Real Estate
13
+ 2.61%
$45.83 - $58.26 $596 - $757
511 $27.4M
CQP
Cheniere Energy Partners, L.P.

Energy
2
+ 2.0%
$51.57 - $57.73 $103 - $115
102 $5.46M
Activity Summary
Buys All Purchases 166 New Holdings 57 Increased Positions 109 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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