Compass Financial Group, Inc/Sd Purchases in Q2 2024

Compass Financial Group, Inc/Sd

  • $462 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
9.05K
+ 9.62%
$479.9 - $588.82 $4.34M - $5.33M
103K $59.4B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
106K
+ 16.16%
$57.57 - $63.3 $6.1M - $6.71M
762K $47.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.62K
+ 6.2%
$455.1 - $504.28 $3.47M - $3.84M
131K $65.3B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
15.6K
+ 14.93%
$77.44 - $82.55 $1.21M - $1.29M
120K $9.77B
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.17K
+ 24.87%
$87.04 - $101.61 $711K - $830K
41K $4.14B
VIG
Vanguard Dividend Appreciation

ETFs
4.28K
+ 4.1%
$173.33 - $185.29 $742K - $793K
109K $19.9B
VDC
Vanguard Consumer Staples ETF

ETFs
5.15K
+ 1.16%
$194.57 - $209.07 $1M - $1.08M
448K $90.9B
FSTA
Fidelity Covington Tr Msci Con

ETFs
11.8K
+ 8.9%
$45.36 - $48.77 $533K - $573K
144K $6.82B
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.4K
+ 13.0%
$45.24 - $49.04 $562K - $610K
108K $5.13B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.06K
+ 23.25%
$44.66 - $45.99 $405K - $417K
48K $2.19B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
6.77K
+ 28.93%
$47.73 - $48.35 $323K - $327K
30.2K $1.46B
NVDA
Nvidia Corp

Technology
7.42K
+ 935.94%
$118.11 - $1224.4 $877K - $9.09M
8.22K $1.01B
SCHO
Schwab Short Term Us Treasury

ETFs
5.93K
+ 134.75%
$47.75 - $48.13 $283K - $285K
10.3K $497M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.87K
+ 10.0%
$58.7 - $64.78 $169K - $186K
31.6K $2.03B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
842
+ 9.77%
$396.73 - $420.24 $334K - $354K
9.46K $3.85B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.36K
+ 46.48%
$49.55 - $50.44 $216K - $220K
13.7K $688M
TGRW
T Rowe Price Exchange Traded F

Technology
1.94K
+ 10.14%
$32.4 - $37.46 $62.9K - $72.7K
21.1K $784M
DFAI
Dimensional ETF Tr

ETFs
4.18K
+ 33.76%
$28.93 - $30.91 $121K - $129K
16.5K $491M
CSX
Csx Corp

Industrials
4.28K
+ 56.03%
$32.18 - $36.78 $138K - $158K
11.9K $399M
AMZN
Amazon Com Inc

Consumer Cyclical
382
+ 12.51%
$173.67 - $197.85 $66.3K - $75.6K
3.44K $664M
GOOG
Alphabet Inc.

Communication Services
38
+ 1.22%
$151.94 - $186.86 $5.77K - $7.1K
3.15K $578M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.23K
+ 10.23%
$75.69 - $81.19 $168K - $181K
24K $1.87B
VT
Vanguard Total World Stk Index

ETFs
42
+ 0.4%
$104.94 - $113.51 $4.41K - $4.77K
10.5K $1.18B
PEG
Public Service Enterprise Group Inc

Utilities
26
+ 0.79%
$64.28 - $75.76 $1.67K - $1.97K
3.34K $246M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.06K
+ 1.2%
$11.67 - $12.43 $12.3K - $13.1K
89.1K $1.1B
MSFT
Microsoft Corp

Technology
17
+ 2.96%
$389.33 - $452.85 $6.62K - $7.7K
592 $265M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.65K
+ 4.37%
$75.81 - $80.15 $125K - $132K
39.3K $3.06B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
400
+ 1.17%
$11.53 - $12.47 $4.61K - $4.99K
34.6K $431M
VEU
Vanguard Ftse All World Ex Us

ETFs
204
+ 1.78%
$56.22 - $60.47 $11.5K - $12.3K
11.6K $683M
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.15%
$155.33 - $168.56 $777 - $843
3.44K $567M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
22
+ 0.1%
$10.85 - $11.81 $239 - $260
21.6K $254M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.25%
$180.08 - $204.79 $900 - $1.02K
1.99K $402M
OTTR
Otter Tail Corp

Utilities
13
+ 0.49%
$82.13 - $92.94 $1.07K - $1.21K
2.69K $236M
VUSB
Vanguard Bd Index Fds
75
+ 0.54%
N/A
13.9K $690M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
609
+ 1.53%
$9.89 - $10.35 $6.02K - $6.3K
40.5K $419M
CVX
Chevron Corp

Energy
10
+ 0.47%
$152.57 - $166.33 $1.53K - $1.66K
2.12K $332M
VBR
Vanguard Small Cap Value ETF

ETFs
251
+ 4.89%
$177.65 - $191.11 $44.6K - $48K
5.38K $982M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
20
+ 0.48%
$62.61 - $66.18 $1.25K - $1.32K
4.23K $275M
AGNC
Agnc Investment Corp.

Real Estate
35
+ 0.16%
$8.96 - $9.9 $314 - $347
21.4K $204M
MCD
Mcdonalds Corp

Consumer Cyclical
43
+ 3.62%
$249.37 - $280.22 $10.7K - $12K
1.23K $314M
CAT
Caterpillar Inc

Industrials
1
+ 0.09%
$321.47 - $379.3 $321 - $379
1.08K $358M
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.53%
$325.1 - $368.03 $1.95K - $2.21K
1.15K $395M
JNJ
Johnson & Johnson

Healthcare
20
+ 0.52%
$144.38 - $157.78 $2.89K - $3.16K
3.88K $566M
GGG
Graco Inc

Industrials
14
+ 0.33%
$78.11 - $92.86 $1.09K - $1.3K
4.27K $339M
VIS
Vanguard Industrial ETF

ETFs
1.44K
+ 1.1%
$232.2 - $244.04 $333K - $350K
132K $31.1B
Activity Summary
Buys All Purchases 46 New Holdings 0 Increased Positions 46 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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