Compass Financial Services Inc New Holdings in Q3 2025

Compass Financial Services Inc

  • $226 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.5K
New
$26.52 - $27.64 $146K - $152K
5.5K $152M
NFLX
Netflix Inc

Communication Services
100
New
$1147.87 - $1297.18 $115K - $130K
100 $120M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.11K
New
$45.6 - $46.92 $50.6K - $52.1K
1.11K $51.8M
CZA
Invesco Exchange Traded Fd Tr

ETFs
388
New
$105.0 - $110.33 $40.7K - $42.8K
388 $42.6M
Bunge Global
500
New
N/A
500 $40.6M
CTVA
Corteva, Inc.

Basic Materials
501
New
$67.08 - $77.12 $33.6K - $38.6K
501 $33.9M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
724
New
$39.37 - $44.24 $28.5K - $32K
724 $31.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
208
New
$136.48 - $142.97 $28.4K - $29.7K
208 $29.1M
VV
Vanguard Large Cap ETF

ETFs
84
New
$285.05 - $309.14 $23.9K - $26K
84 $25.9M
WRB
Berkley W R Corp

Financial Services
337
New
$67.78 - $76.62 $22.8K - $25.8K
337 $25.9M
CSX
Csx Corp

Industrials
600
New
$32.05 - $36.52 $19.2K - $21.9K
600 $21.3M
JPM
Jpmorgan Chase & CO

Financial Services
55
New
$282.78 - $316.06 $15.6K - $17.4K
55 $17.3M
MP
Mp Materials Corp.

Basic Materials
243
New
$30.03 - $77.13 $7.3K - $18.7K
243 $16.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
363
New
$37.14 - $37.85 $13.5K - $13.7K
363 $13.7M
GE
General Electric CO

Industrials
45
New
$244.75 - $305.63 $11K - $13.8K
45 $13.5M
ET
Energy Transfer LP

Energy
577
New
$17.11 - $18.16 $9.87K - $10.5K
577 $9.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
101
New
$92.26 - $97.51 $9.32K - $9.85K
101 $9.75M
VUG
Vanguard Growth ETF

ETFs
17
New
$433.97 - $484.08 $7.38K - $8.23K
17 $8.15M
TJX
Tjx Companies Inc

Consumer Cyclical
50
New
$121.35 - $144.54 $6.07K - $7.23K
50 $7.23M
Masterbrand Inc
400
New
N/A
400 $5.27M
IWP
Ishares Russell Mid Cap Growth

ETFs
35
New
$137.51 - $145.26 $4.81K - $5.08K
35 $4.98M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
64
New
$72.04 - $77.35 $4.61K - $4.95K
64 $4.91M
RGR
Sturm Ruger & CO Inc

Industrials
100
New
N/A
100 $4.35M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
100
New
$31.79 - $33.42 $3.18K - $3.34K
100 $3.34M
APG
A Pi Group Corp

Industrials
94
New
$33.09 - $36.34 $3.11K - $3.42K
94 $3.23M
BSY
Bentley Systems Inc

Technology
58
New
$51.48 - $58.72 $2.99K - $3.41K
58 $2.99M
Dave Inc
12
New
N/A
12 $2.39M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46
New
$50.85 - $51.35 $2.34K - $2.36K
46 $2.36M
Nebius Group
19
New
N/A
19 $2.13M
SPSB
Spdr Portfolio Short Term Corp

ETFs
69
New
$30.02 - $30.29 $2.07K - $2.09K
69 $2.08M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
14
New
$131.47 - $143.64 $1.84K - $2.01K
14 $1.98M
ORCL
Oracle Corp

Technology
6
New
$218.96 - $328.33 $1.31K - $1.97K
6 $1.69M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
10
New
$138.08 - $151.2 $1.38K - $1.51K
10 $1.51M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
25
New
$47.99 - $54.16 $1.2K - $1.35K
25 $1.32M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
50
New
$23.57 - $24.16 $1.18K - $1.21K
50 $1.21M
FNDX
Schwab Fundamental U S Large C

ETFs
44
New
$24.38 - $26.34 $1.07K - $1.16K
44 $1.16M
SCHX
Schwab Strategic Tr Us Large C

ETFs
37
New
$24.46 - $26.5 $905 - $981
37 $977K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
38
New
$21.69 - $23.34 $824 - $887
38 $885K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
38
New
$22.45 - $23.2 $853 - $882
38 $877K
First Trust
50
New
N/A
50 $844K
FNDF
Schwab Fundamental Intl Large

ETFs
18
New
$39.84 - $43.15 $717 - $777
18 $773K
FNDE
Schwab Fundamental Emerging Mk

ETFs
21
New
$33.13 - $36.31 $696 - $763
21 $759K
FNDA
Schwab Fundamental U S Small C

ETFs
24
New
$28.75 - $31.93 $690 - $766
24 $750K
SCHR
Schwab Intermediate Term Us Tr

ETFs
25
New
$24.69 - $25.26 $617 - $632
25 $628K
Schwab Mortgage
24
New
N/A
24 $617K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
17
New
$30.13 - $33.37 $512 - $567
17 $567K
FNDC
Schwab Fundamental Intl Small

ETFs
9
New
$41.81 - $45.21 $376 - $407
9 $401K
SCHC
Schwab Strategic Tr Intl Small

ETFs
7
New
$42.28 - $45.71 $296 - $320
7 $319K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
9
New
$22.39 - $24.07 $202 - $217
9 $212K
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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