Compass Wealth Management LLC Purchases in Q3 2025

Compass Wealth Management LLC

  • $448 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LSCC
Lattice Semiconductor Corp

Technology
38.6K
+ 3504.55%
$48.73 - $74.71 $1.88M - $2.88M
39.7K $2.91B
EOG
Eog Resources Inc

Energy
21.7K
New
$112.12 - $126.1 $2.43M - $2.74M
21.7K $2.43B
COST
Costco Wholesale Corp

Consumer Defensive
2.51K
New
$915.95 - $994.57 $2.3M - $2.49M
2.51K $2.32B
CME
Cme Group Inc.

Financial Services
7.63K
New
$258.83 - $287.1 $1.97M - $2.19M
7.63K $2.06B
NUE
Nucor Corp

Basic Materials
15.3K
+ 808.17%
$133.3 - $150.33 $2.04M - $2.3M
17.2K $2.33B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.2K
New
$108.46 - $120.63 $1.75M - $1.95M
16.2K $1.92B
MA
Mastercard Inc

Financial Services
3.13K
+ 233.36%
$550.18 - $598.96 $1.72M - $1.87M
4.47K $2.54B
POOL
Pool Corp

Industrials
4.42K
+ 146.39%
$292.13 - $333.62 $1.29M - $1.47M
7.44K $2.31B
EMR
Emerson Electric CO

Industrials
13.6K
New
$128.6 - $149.63 $1.75M - $2.04M
13.6K $1.79B
KMI
Kinder Morgan, Inc.

Energy
62.9K
New
$26.23 - $28.5 $1.65M - $1.79M
62.9K $1.78B
AZO
Autozone Inc

Consumer Cyclical
362
New
$3649.42 - $4354.54 $1.32M - $1.58M
362 $1.55B
PEP
Pepsico Inc

Consumer Defensive
10.7K
New
$133.81 - $152.16 $1.43M - $1.63M
10.7K $1.5B
AMZN
Amazon Com Inc

Consumer Cyclical
6.1K
New
$211.65 - $238.24 $1.29M - $1.45M
6.1K $1.34B
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.96K
New
$185.88 - $207.44 $1.11M - $1.24M
5.96K $1.2B
C
Citigroup Inc

Financial Services
11.5K
New
$85.57 - $103.49 $984K - $1.19M
11.5K $1.17B
NVS
Novartis Ag

Healthcare
11.3K
+ 606.48%
$113.5 - $129.73 $1.29M - $1.47M
13.2K $1.69B
ADBE
Adobe Inc.

Technology
3.18K
New
$333.65 - $392.1 $1.06M - $1.24M
3.18K $1.12B
WRB
Berkley W R Corp

Financial Services
13.3K
New
$67.78 - $76.62 $904K - $1.02M
13.3K $1.02B
NKE
Nike, Inc.

Consumer Cyclical
17.3K
+ 1040.83%
$69.24 - $79.24 $1.2M - $1.37M
19K $1.32B
FCX
Freeport Mcmoran Inc

Basic Materials
25.4K
New
$35.34 - $47.21 $896K - $1.2M
25.4K $994M
RIO
Rio Tinto PLC

Basic Materials
12.9K
New
$57.66 - $66.01 $743K - $850K
12.9K $850M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.62K
New
$459.11 - $506.91 $746K - $823K
1.62K $816M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
66.8K
+ 603.23%
$42.26 - $47.16 $2.82M - $3.15M
77.8K $3.61B
NTRS
Northern Trust Corp

Financial Services
5.83K
New
$123.6 - $134.6 $720K - $785K
5.83K $785M
ADI
Analog Devices Inc

Technology
3.09K
New
$220.68 - $255.63 $681K - $789K
3.09K $758M
CARR
Carrier Global Corp

Industrials
12.6K
New
$58.75 - $80.73 $737K - $1.01M
12.6K $749M
ORCL
Oracle Corp

Technology
2.64K
New
$218.96 - $328.33 $577K - $866K
2.64K $742M
JNJ
Johnson & Johnson

Healthcare
3.63K
New
$155.17 - $185.42 $564K - $674K
3.63K $674M
IVV
Ishares Core S&P 500 ETF

ETFs
945
New
$620.67 - $670.08 $587K - $633K
945 $632M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.34K
New
$420.11 - $472.68 $563K - $633K
1.34K $628M
OTIS
Otis Worldwide Corp

Industrials
7.12K
+ 296.46%
$84.93 - $101.07 $604K - $719K
9.52K $870M
BDX
Becton Dickinson & CO

Healthcare
3.25K
New
$172.41 - $199.66 $560K - $648K
3.25K $608M
HXL
Hexcel Corp

Industrials
9.52K
New
$57.15 - $64.88 $544K - $618K
9.52K $597M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
9.81K
New
$57.1 - $70.52 $560K - $692K
9.81K $585M
CFG
Citizens Financial Group Inc

Financial Services
10.8K
New
$46.1 - $53.65 $496K - $577K
10.8K $571M
GRFS
Grifols Sa

Healthcare
55.8K
New
$8.87 - $10.85 $495K - $606K
55.8K $556M
XLK
Technology Sector Spdr

ETFs
1.87K
New
$250.97 - $282.66 $469K - $528K
1.87K $527M
ABC
Amerisourcebergen Corp

Healthcare
1.57K
New
N/A
1.57K $490M
DEO
Diageo PLC

Consumer Defensive
5.12K
New
$93.64 - $115.33 $480K - $591K
5.12K $489M
MRK
Merck & Co., Inc.

Healthcare
5.77K
New
$77.6 - $87.37 $448K - $504K
5.77K $484M
PG
Procter & Gamble CO

Consumer Defensive
6.17K
+ 197.28%
$150.47 - $161.22 $928K - $994K
9.29K $1.43B
KMB
Kimberly Clark Corp

Consumer Defensive
3.6K
New
$121.72 - $136.77 $439K - $493K
3.6K $448M
Jetblue Airways Corp
450K
New
N/A
450K $437M
LOW
Lowes Companies Inc

Consumer Cyclical
1.6K
New
$215.01 - $273.02 $344K - $437K
1.6K $402M
Labcorp Holdings Inc
1.38K
New
N/A
1.38K $396M
ELV
Elevance Health, Inc.

Healthcare
1.22K
New
$274.66 - $395.76 $335K - $482K
1.22K $394M
ETN
Eaton Corp PLC

Industrials
1.01K
New
$342.99 - $392.76 $346K - $397K
1.01K $378M
HD
Home Depot, Inc.

Consumer Cyclical
848
New
$357.4 - $423.42 $303K - $359K
848 $344M
LMT
Lockheed Martin Corp

Industrials
686
New
$410.74 - $499.21 $282K - $342K
686 $342M
Activity Summary
Buys All Purchases 120 New Holdings 91 Increased Positions 29 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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