Compass Wealth Management LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $415 Billion distributed in 395 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $29.7B, Invesco S&P 500 Equal Weight E with a value of $20B, Jpmorgan Chase & CO with a value of $10.8B, Air Products & Chemicals, Inc. with a value of $8.56B, and Constellation Brands, Inc. with a value of $8.22B.
Examining the 13F form we can see an decrease of $9.67B in the current position value, from $425B to 415B.
Compass Wealth Management LLC is based out at Guilford, CT
Below you can find more details about Compass Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$415 Billion
Technology: $87.3 Billion
Financial Services: $52.6 Billion
ETFs: $45.3 Billion
Healthcare: $40.2 Billion
Industrials: $38.4 Billion
Consumer Defensive: $33.9 Billion
Consumer Cyclical: $28.2 Billion
Communication Services: $21.5 Billion
Other: $46.8 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
