Compass Wealth Management LLC Incresed Positions in Q3 2024

Compass Wealth Management LLC

  • $425 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OPCH
Option Care Health, Inc.

Healthcare
83.1K
+ 75.45%
$26.73 - $32.74 $2.22M - $2.72M
193K $6.04B
VFC
V F Corp

Consumer Cyclical
52.1K
+ 20.83%
$12.74 - $19.95 $664K - $1.04M
302K $6.03B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
+ 1.06%
$162.83 - $179.16 $186K - $204K
109K $19.5B
CCI
Crown Castle International Corp

Real Estate
5.64K
+ 11.56%
$95.29 - $120.24 $538K - $678K
54.4K $6.46B
SMG
Scotts Miracle Gro CO

Basic Materials
1.77K
+ 2.68%
$61.06 - $86.7 $108K - $153K
67.6K $5.86B
CB
Chubb LTD

Financial Services
4.02K
+ 34.92%
$252.51 - $292.2 $1.01M - $1.17M
15.5K $4.48B
VRNS
Varonis Systems Inc

Technology
15.9K
+ 26.59%
$46.03 - $57.54 $732K - $915K
75.7K $4.28B
DHR
Danaher Corp

Healthcare
1.59K
+ 6.5%
$239.25 - $280.76 $379K - $445K
26K $7.22B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10.1K
+ 17.7%
$41.02 - $46.01 $415K - $466K
67.4K $3.07B
AMT
American Tower Corp

Real Estate
250
+ 1.57%
$192.27 - $242.73 $48.1K - $60.7K
16.1K $3.75B
STZ
Constellation Brands, Inc.

Consumer Defensive
2.02K
+ 5.65%
$236.42 - $259.82 $478K - $525K
37.8K $9.75B
Canadian Pacific Kansas City
74
+ 0.13%
N/A
56.9K $4.88B
KMI
Kinder Morgan, Inc.

Energy
6.33K
+ 5.55%
$19.72 - $22.22 $125K - $141K
120K $2.66B
COTY
Coty Inc.

Consumer Defensive
65.9K
+ 12.56%
$8.83 - $10.44 $582K - $688K
591K $5.55B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.35K
+ 35.64%
$76.38 - $78.87 $180K - $186K
8.96K $705M
MU
Micron Technology Inc

Technology
1.3K
+ 92.86%
$86.27 - $136.82 $112K - $178K
2.7K $280M
TTEK
Tetra Tech Inc

Industrials
12.1K
+ 400.0%
$45.59 - $237.74 $552K - $2.88M
15.1K $713M
VLO
Valero Energy Corp

Energy
1K
+ 42.77%
$132.81 - $163.48 $133K - $163K
3.34K $451M
AVGO
Broadcom Inc.

Technology
116K
+ 833.38%
$136.27 - $1745.86 $15.8M - $203M
130K $22.4B
WRB
Berkley W R Corp

Financial Services
4.44K
+ 49.97%
$51.54 - $79.62 $229K - $354K
13.3K $756M
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 1.04%
$333.64 - $405.2 $3K - $3.65K
874 $354M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.06%
$72.51 - $98.6 $72.5 - $98.6
1.6K $156M
PFE
Pfizer Inc

Healthcare
322
+ 3.52%
$27.7 - $31.39 $8.92K - $10.1K
9.48K $274M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
4
+ 0.28%
$98.24 - $109.56 $393 - $438
1.43K $157M
C
Citigroup Inc

Financial Services
1.43K
+ 1.52%
$56.11 - $67.61 $80.1K - $96.5K
95.4K $5.97B
VTRS
Viatris Inc

Healthcare
2
+ 0.49%
$10.32 - $12.13 $20.6 - $24.3
411 $4.77M
AEIS
Advanced Energy Industries Inc

Industrials
1.73K
+ 2.59%
$92.85 - $119.61 $161K - $207K
68.6K $7.22B
MSFT
Microsoft Corp

Technology
181
+ 1.37%
$395.15 - $467.56 $71.5K - $84.6K
13.4K $5.76B
PINS
Pinterest, Inc.

Communication Services
14.2K
+ 9.68%
$28.66 - $43.51 $408K - $619K
161K $5.22B
Activity Summary
Buys All Purchases 39 New Holdings 9 Increased Positions 30 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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