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
CSX
Csx Corp

Industrials
600
New
$32.05 - $36.52 $19.2K - $21.9K
600 $21.3M
Global X
206
+ 49.05%
N/A
626 $62.9M
VHT
Vanguard Health Care ETF

ETFs
69
+ 35.94%
$239.12 - $259.95 $16.5K - $17.9K
261 $67.8M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.38%
$303.93 - $329.86 $912 - $990
800 $262M
Ishares Bitcoin
100
+ 2.88%
N/A
3.58K $232M
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
VTV
Vanguard Value ETF

ETFs
44
+ 5.31%
$175.51 - $186.57 $7.72K - $8.21K
872 $163M
IVW
Ishares S&P 500 Growth ETF

ETFs
81
+ 20.72%
$108.97 - $121.65 $8.83K - $9.85K
472 $57M
PG
Procter & Gamble CO

Consumer Defensive
119
+ 15.01%
$150.47 - $161.22 $17.9K - $19.2K
912 $140M
GE
General Electric CO

Industrials
45
New
$244.75 - $305.63 $11K - $13.8K
45 $13.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
213
+ 85.2%
$55.15 - $58.11 $11.7K - $12.4K
463 $26.6M
TER
Teradyne, Inc

Technology
1
+ 0.38%
$90.15 - $137.64 $90.2 - $138
266 $36.6M
MAIN
Main Street Capital Corp

Financial Services
36
+ 1.63%
$59.28 - $67.54 $2.13K - $2.43K
2.25K $143M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
64
+ 13.33%
$108.46 - $120.63 $6.94K - $7.72K
544 $64.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.24%
$181.56 - $190.33 $545 - $571
1.26K $239M
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
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
VUG
Vanguard Growth ETF

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

Consumer Cyclical
50
New
$121.35 - $144.54 $6.07K - $7.23K
50 $7.23M
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
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
IWS
Ishares Russell Midcap Value E

ETFs
35
+ 875.0%
$132.83 - $140.61 $4.65K - $4.92K
39 $5.45M
SCZ
Ishares Tr Msci Eafe Small Cap

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

Industrials
100
New
N/A
100 $4.35M
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
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
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
BSY
Bentley Systems Inc

Technology
58
New
$51.48 - $58.72 $2.99K - $3.41K
58 $2.99M
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
Dave Inc
12
New
N/A
12 $2.39M
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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