Compass Financial Services Inc New Holdings in Q4 2024

Compass Financial Services Inc

  • $177 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin
1.83K
New
N/A
1.83K $96.9M
PFG
Principal Financial Group Inc

Financial Services
1.14K
New
$74.91 - $91.26 $85.6K - $104K
1.14K $88.5M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.04K
New
$69.3 - $74.3 $72K - $77.2K
1.04K $74.2M
SHOP
Shopify Inc.

Technology
695
New
$78.14 - $119.49 $54.3K - $83K
695 $73.9M
AMGN
Amgen Inc

Healthcare
263
New
$258.78 - $328.31 $68.1K - $86.3K
263 $68.5M
PSA
Public Storage

Real Estate
228
New
$289.33 - $360.21 $66K - $82.1K
228 $68.2M
LPLA
Lpl Financial Holdings Inc.

Financial Services
200
New
$229.85 - $335.91 $46K - $67.2K
200 $65.3M
GOOG
Alphabet Inc.

Communication Services
341
New
$163.08 - $198.16 $55.6K - $67.6K
341 $64.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.16K
New
$51.58 - $52.91 $60K - $61.5K
1.16K $60.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
658
New
$88.59 - $94.57 $58.3K - $62.2K
658 $58.4M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.12K
New
$25.33 - $27.57 $53.6K - $58.3K
2.12K $54.9M
INTC
Intel Corp

Technology
2.69K
New
$19.07 - $26.23 $51.4K - $70.6K
2.69K $54M
EMR
Emerson Electric CO

Industrials
431
New
$108.13 - $134.33 $46.6K - $57.9K
431 $53.4M
LLY
Eli Lilly & CO

Healthcare
65
New
$727.2 - $932.06 $47.3K - $60.6K
65 $50.3M
DFS
Discover Financial Services

Financial Services
280
New
$136.3 - $182.67 $38.2K - $51.1K
280 $48.5M
XOM
Exxon Mobil Corp

Energy
449
New
$105.51 - $125.37 $47.4K - $56.3K
449 $48.3M
IVV
Ishares Core S&P 500 ETF

ETFs
82
New
$570.51 - $610.59 $46.8K - $50.1K
82 $48.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
141
New
$275.15 - $388.2 $38.8K - $54.7K
141 $48.2M
PEP
Pepsico Inc

Consumer Defensive
309
New
$151.29 - $176.1 $46.7K - $54.4K
309 $47M
T
At&T Inc.

Communication Services
2.04K
New
$21.22 - $23.88 $43.3K - $48.7K
2.04K $46.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.69K
New
$26.93 - $84.95 $45.5K - $144K
1.69K $46.2M
USB
Us Bancorp \De\

Financial Services
944
New
$43.98 - $53.66 $41.5K - $50.7K
944 $45.2M
VT
Vanguard Total World Stk Index

ETFs
352
New
$117.09 - $123.07 $41.2K - $43.3K
352 $41.4M
Global X
412
New
N/A
412 $41.2M
TGT
Target Corp

Consumer Defensive
296
New
$121.59 - $160.69 $36K - $47.6K
296 $40M
IVW
Ishares S&P 500 Growth ETF

ETFs
390
New
$94.43 - $105.47 $36.8K - $41.1K
390 $39.6M
MRVL
Marvell Technology, Inc.

Technology
358
New
$70.31 - $124.78 $25.2K - $44.7K
358 $39.5M
AMD
Advanced Micro Devices Inc

Technology
320
New
$118.88 - $172.8 $38K - $55.3K
320 $38.7M
FVD
First Tr Value Line Divid Inde

ETFs
859
New
$43.4 - $46.7 $37.3K - $40.1K
859 $37.5M
VHT
Vanguard Health Care ETF

ETFs
138
New
$250.81 - $283.3 $34.6K - $39.1K
138 $34.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.09K
New
$31.23 - $33.51 $34K - $36.5K
1.09K $34.2M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
265
New
$124.61 - $133.96 $33K - $35.5K
265 $34.1M
TER
Teradyne, Inc

Technology
265
New
$102.58 - $133.62 $27.2K - $35.4K
265 $33.3M
VZ
Verizon Communications Inc

Communication Services
819
New
$39.6 - $45.21 $32.4K - $37K
819 $32.8M
IIPR
Innovative Industrial Properties Inc

Real Estate
473
New
$66.64 - $135.61 $31.5K - $64.1K
473 $31.6M
PSX
Phillips 66

Energy
275
New
$110.35 - $138.93 $30.3K - $38.2K
275 $31.3M
FISV
Fiserv Inc

Technology
150
New
N/A
150 $30.8M
CRM
Salesforce, Inc.

Technology
89
New
$270.87 - $367.87 $24.1K - $32.7K
89 $29.8M
PSTG
Pure Storage, Inc.

Technology
465
New
$48.19 - $66.6 $22.4K - $31K
465 $28.6M
IAU
Ishares Gold Trust

ETFs
554
New
$48.37 - $52.65 $26.8K - $29.2K
554 $27.4M
CMI
Cummins Inc

Industrials
77
New
$324.93 - $383.42 $25K - $29.5K
77 $26.7M
HEI
Heico Corp

Industrials
110
New
$237.06 - $279.02 $26.1K - $30.7K
110 $26.2M
JCI
Johnson Controls International PLC

Industrials
331
New
$74.23 - $86.6 $24.6K - $28.7K
331 $26.1M
IBM
International Business Machines Corp

Technology
118
New
$204.9 - $238.04 $24.2K - $28.1K
118 $26M
UNP
Union Pacific Corp

Industrials
111
New
$223.15 - $249.32 $24.8K - $27.7K
111 $25.3M
SOXX
Ishares Semiconductor ETF

ETFs
116
New
$211.27 - $239.8 $24.5K - $27.8K
116 $25M
MO
Altria Group, Inc.

Consumer Defensive
436
New
$49.06 - $57.74 $21.4K - $25.2K
436 $22.8M
CAT
Caterpillar Inc

Industrials
63
New
$360.37 - $416.88 $22.7K - $26.3K
63 $22.8M
GFL
Gfl Environmental Inc.

Industrials
503
New
$39.53 - $47.1 $19.9K - $23.7K
503 $22.4M
Activity Summary
Buys All Purchases 205 New Holdings 205 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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