Compass Financial Services Inc Purchases in Q3 2025

Compass Financial Services Inc

  • $226 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.2K
+ 3.76%
$72.65 - $78.68 $1.25M - $1.35M
473K $37.1B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.5K
+ 6.07%
$84.28 - $89.46 $1.56M - $1.66M
324K $28.8B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
10.5K
+ 15.12%
$110.74 - $122.12 $1.17M - $1.29M
80.2K $9.71B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.75K
+ 5.16%
$225.11 - $247.9 $618K - $681K
56K $13.8B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.3K
+ 11.7%
$53.81 - $57.52 $1.09M - $1.17M
194K $11.2B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
24.6K
+ 20.94%
$49.55 - $52.25 $1.22M - $1.28M
142K $7.42B
SPYG
Spdr Portfolio

ETFs
9.47K
+ 27.92%
$94.33 - $105.31 $893K - $997K
43.4K $4.53B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15.9K
+ 4.74%
$48.72 - $50.73 $775K - $807K
351K $17.3B
FDL
First Tr Morningstar Dividend

ETFs
15.2K
+ 13.59%
$41.96 - $44.59 $637K - $677K
127K $5.51B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
12.3K
+ 9.98%
N/A
136K $4.52B
Jpmorgan Hedged
5.09K
+ 20.01%
N/A
30.5K $1.98B
XOM
Exxon Mobil Corp

Energy
3.25K
+ 631.26%
$105.83 - $117.22 $344K - $381K
3.77K $425M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.06%
$546.99 - $602.2 $1.64K - $1.81K
5.09K $3.06B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.5K
New
$26.52 - $27.64 $146K - $152K
5.5K $152M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
250
+ 21.42%
$459.11 - $506.91 $115K - $127K
1.42K $712M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45
+ 2.02%
$567.77 - $614.76 $25.5K - $27.7K
2.27K $1.39B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
136
+ 1.0%
$132.9 - $142.03 $18.1K - $19.3K
13.7K $1.94B
NFLX
Netflix Inc

Communication Services
100
New
$1147.87 - $1297.18 $115K - $130K
100 $120M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.03%
$243.93 - $275.62 $244 - $276
3.43K $939M
GOOG
Alphabet Inc.

Communication Services
300
+ 104.53%
$175.16 - $255.24 $52.5K - $76.6K
587 $143M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.17%
$617.65 - $666.84 $1.85K - $2K
1.76K $1.17B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.21K
+ 9.11%
$16.46 - $17.1 $69.3K - $72K
50.4K $858M
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.15%
N/A
7.35K $1.59B
DGRO
Ishares Core Dividend Growth E

ETFs
348
+ 3.1%
$64.12 - $68.08 $22.3K - $23.7K
11.6K $788M
ITOT
Ishares Core S&P Total U.S. St

ETFs
383
+ 47.4%
$135.0 - $146.02 $51.7K - $55.9K
1.19K $173M
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.74%
$184.85 - $231.54 $1.66K - $2.08K
1.22K $282M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.11K
New
$45.6 - $46.92 $50.6K - $52.1K
1.11K $51.8M
WFC
Wells Fargo & Company

Financial Services
506
+ 19.98%
$77.05 - $85.16 $39K - $43.1K
3.04K $255M
IEFA
Ishares Tr

ETFs
294
+ 5.67%
$81.7 - $87.53 $24K - $25.7K
5.48K $478M
IVV
Ishares Core S&P 500 ETF

ETFs
55
+ 33.33%
$620.67 - $670.08 $34.1K - $36.9K
220 $147M
VZ
Verizon Communications Inc

Communication Services
993
+ 107.47%
$40.84 - $45.06 $40.6K - $44.7K
1.92K $84.2M
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
VO
Vanguard Mid Cap ETF

ETFs
99
+ 12.86%
$279.83 - $293.74 $27.7K - $29.1K
869 $255M
JNJ
Johnson & Johnson

Healthcare
198
+ 707.14%
$155.17 - $185.42 $30.7K - $36.7K
226 $42M
PFG
Principal Financial Group Inc

Financial Services
388
+ 29.98%
$75.53 - $82.95 $29.3K - $32.2K
1.68K $139M
TDIV
First Trust Nasdaq Technology

ETFs
160
+ 6.74%
$89.27 - $100.33 $14.3K - $16.1K
2.54K $250M
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
XLK
Technology Sector Spdr

ETFs
1
+ 0.1%
$250.97 - $282.66 $251 - $283
1.04K $294M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
208
New
$136.48 - $142.97 $28.4K - $29.7K
208 $29.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
621
+ 81.07%
$39.8 - $42.86 $24.7K - $26.6K
1.39K $59.3M
NVDA
Nvidia Corp

Technology
2
+ 0.21%
$153.3 - $186.58 $307 - $373
957 $179M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
265
+ 40.46%
$97.75 - $100.75 $25.9K - $26.7K
920 $92.2M
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
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11
+ 0.13%
$52.12 - $55.33 $573 - $609
8.27K $457M
UNP
Union Pacific Corp

Industrials
100
+ 90.09%
$214.91 - $237.16 $21.5K - $23.7K
211 $49.9M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
400
New
N/A
400 $21.4M
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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