Compass Financial Group, Inc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $194 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28.6M, Ishares Russell 3000 ETF with a value of $19.1M, Ishares Russell 1000 Gr ETF with a value of $15.7M, Invesco Exchange Traded Fd Tr with a value of $11.9M, and Janus Detroit Str Tr Janus Hen with a value of $11.2M.
Examining the 13F form we can see an decrease of $6.83M in the current position value, from $201M to 194M.
Below you can find more details about Compass Financial Group, Inc. portfolio as well as his latest detailed transactions.
