Compass Wealth Management LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
153
Quarter
2025 Q4
Top Holding
AVGO (7.8%)
Top 10 Concentration
36.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 153
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AVGO
BROADCOM INC
Technology 7.81% 7.11% #1
Prev: #1
3.1 -6,007 -6.2%
P
S
90,511 $31,325,858 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 5.79% 5.24% #2
Prev: #2
2.3 -2,393 -1.9%
P
S
121,300 $23,236,228 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 3.57% 2.49% #3 1
Prev: #4
1.4 -183 -0.4%
P
S
45,607 $14,311,477 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 3.18% 2.89% #4 1
Prev: #3
1.3 -1,426 -3.5%
P
S
39,551 $12,744,124 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 3.10% 2.18% #5 1
Prev: #6
1.2 -485 -1.2%
P
S
39,720 $12,432,360 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DHR
DANAHER CORPORA...
Healthcare 2.82% 2.18% #6 1
Prev: #7
3.1 283 0.6%
P
S
49,420 $11,313,227 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AEIS
ADVANCED ENERGY...
Industrials 2.77% 2.27% #7 2
Prev: #5
1.1 -6,708 -11.2%
P
S
53,116 $11,120,897 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VFC
V F CORP
Consumer Cyclical 2.71% 1.90% #8 1
Prev: #9
3.1 9,793 1.7%
P
S
600,289 $10,853,226 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMAT
APPLIED MATLS I...
Technology 2.64% 1.96% #9 1
Prev: #8
1.1 -1,625 -3.8%
P
S
41,171 $10,580,536 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
Technology 2.13% 1.79% #10 3
Prev: #13
0.9 -560 -2.0%
P
S
28,141 $8,551,769 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TJX
TJX COS INC NEW
Consumer Cyclical 2.02% 1.77% #11 3
Prev: #14
0.8 -2,046 -3.7%
P
S
52,659 $8,088,949 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OPCH
OPTION CARE HEA...
Healthcare 1.87% 1.44% #12 8
Prev: #20
2.8 3,496 1.5%
P
S
235,549 $7,504,592 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STZ
CONSTELLATION B...
Consumer Defensive 1.85% 1.89% #13 3
Prev: #10
0.8 -9,011 -14.4%
P
S
53,687 $7,406,659 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SBUX
STARBUCKS CORP
Consumer Cyclical 1.83% 1.50% #14 4
Prev: #18
2.8 7,930 10.0%
P
S
87,123 $7,336,628 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
APD
AIR PRODS & CHE...
Basic Materials 1.82% 1.82% #15 4
Prev: #11
0.7 -294 -1.0%
P
S
29,569 $7,304,135 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMG
SCOTTS MIRACLE-...
Basic Materials 1.72% 1.22% #16 10
Prev: #26
2.8 22,513 23.5%
P
S
118,234 $6,898,954 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CVX
CHEVRON CORP NE...
Energy 1.67% 1.57% #17 2
Prev: #15
0.7 -1,518 -3.3%
P
S
43,849 $6,683,027 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.64% 1.53% #18 2
Prev: #16
2.7 358 2.7%
P
S
13,590 $6,572,396 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 1.60% 1.37% #19 3
Prev: #22
0.6 -1,655 -2.8%
P
S
57,682 $6,426,352 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
Industrials 1.59% 1.34% #20 3
Prev: #23
0.6 -1,065 -3.0%
P
S
34,811 $6,384,338 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 1.57% 1.49% #21 2
Prev: #19
0.6 -1,230 -4.3%
P
S
27,600 $6,306,324 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
SPDR SERIES TRU...
ETF 1.57% 1.10% #22 9
Prev: #31
2.7 15,620 24.9%
P
S
78,371 $6,286,922 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TEL
TE CONNECTIVITY...
Technology 1.57% 1.80% #23 11
Prev: #12
0.7 -9,140 -24.9%
P
S
27,589 $6,276,774 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCI
CROWN CASTLE IN...
Real Estate 1.55% 1.39% #24 3
Prev: #21
2.6 5,650 8.8%
P
S
70,023 $6,222,945 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
BLACKSTONE INC
Financial Services 1.52% 1.53% #25 8
Prev: #17
0.6 -376 -0.9%
P
S
39,624 $6,107,674 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.00% 1.06%
Sold All 😨
(Was: #33)
0.3 -6,203 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC
Unknown 0.00% 1.00%
Sold All 😨
(Was: #37)
0.3 -34,728 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ROCKET COS INC
Unknown 0.00% 0.98%
Sold All 😨
(Was: #39)
0.3 -227,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
BLK
BLACKROCK INC
Financial Services 0.00% 0.93%
Sold All 😨
(Was: #43)
0.3 -3,564 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.00% 0.73%
Sold All 😨
(Was: #52)
0.3 -4,932 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INTU
INTUIT
Technology 0.00% 0.73%
Sold All 😨
(Was: #53)
0.3 -4,795 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.00% 0.62%
Sold All 😨
(Was: #60)
0.3 -8,147 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INCO...
Financial Services 0.00% 0.57%
Sold All 😨
(Was: #61)
0.3 -4,467 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 0.00% 0.52%
Sold All 😨
(Was: #64)
0.3 -2,508 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
POOL
POOL CORP
Industrials 0.00% 0.52%
Sold All 😨
(Was: #65)
0.3 -7,441 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CME
CME GROUP INC
Financial Services 0.00% 0.46%
Sold All 😨
(Was: #66)
0.3 -7,625 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MDY
SPDR S&P MIDCAP...
ETF 0.00% 0.36%
Sold All 😨
(Was: #72)
0.3 -2,691 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HON
HONEYWELL INTL ...
Industrials 0.00% 0.35%
Sold All 😨
(Was: #73)
0.3 -7,514 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AZO
AUTOZONE INC
Consumer Cyclical 0.00% 0.35%
Sold All 😨
(Was: #74)
0.3 -362 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PG
PROCTER AND GAM...
Consumer Defensive 0.00% 0.32%
Sold All 😨
(Was: #76)
0.3 -9,290 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.00% 0.30%
Sold All 😨
(Was: #77)
0.3 -6,099 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PNC
PNC FINL SVCS G...
Financial Services 0.00% 0.27%
Sold All 😨
(Was: #79)
0.3 -5,962 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ADBE
ADOBE INC
Technology 0.00% 0.25%
Sold All 😨
(Was: #81)
0.3 -3,175 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VONE
VANGUARD SCOTTS...
ETF 0.00% 0.21%
Sold All 😨
(Was: #84)
0.3 -3,125 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OTIS
OTIS WORLDWIDE ...
Industrials 0.00% 0.19%
Sold All 😨
(Was: #85)
0.3 -9,515 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.00% 0.18%
Sold All 😨
(Was: #87)
0.3 -1,624 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NTRS
NORTHERN TR COR...
Financial Services 0.00% 0.18%
Sold All 😨
(Was: #88)
0.3 -5,829 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ADI
ANALOG DEVICES ...
Technology 0.00% 0.17%
Sold All 😨
(Was: #89)
0.3 -3,085 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
Technology 0.00% 0.17%
Sold All 😨
(Was: #91)
0.3 -2,637 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 0.00% 0.16%
Sold All 😨
(Was: #92)
0.3 -2,018 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.00% 0.15%
Sold All 😨
(Was: #93)
0.3 -3,634 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIA
SPDR DOW JONES ...
ETF 0.00% 0.14%
Sold All 😨
(Was: #94)
0.3 -1,376 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 0.00% 0.14%
Sold All 😨
(Was: #95)
0.3 -945 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 0.00% 0.14%
Sold All 😨
(Was: #96)
0.3 -1,340 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BDX
BECTON DICKINSO...
Healthcare 0.00% 0.14%
Sold All 😨
(Was: #97)
0.3 -3,246 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HXL
HEXCEL CORP NEW
Industrials 0.00% 0.13%
Sold All 😨
(Was: #98)
0.3 -9,521 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BUD
ANHEUSER BUSCH ...
Consumer Defensive 0.00% 0.13%
Sold All 😨
(Was: #99)
0.3 -9,809 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VONG
VANGUARD SCOTTS...
ETF 0.00% 0.12%
Sold All 😨
(Was: #101)
0.3 -4,640 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LHX
L3HARRIS TECHNO...
Industrials 0.00% 0.12%
Sold All 😨
(Was: #103)
0.3 -1,787 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 0.00% 0.12%
Sold All 😨
(Was: #104)
0.3 -1,868 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TMO
THERMO FISHER S...
Healthcare 0.00% 0.12%
Sold All 😨
(Was: #105)
0.3 -1,079 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COR
CENCORA INC
Healthcare 0.00% 0.11%
Sold All 😨
(Was: #107)
0.3 -1,569 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DEO
DIAGEO PLC
Consumer Defensive 0.00% 0.11%
Sold All 😨
(Was: #108)
0.3 -5,123 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
Healthcare 0.00% 0.11%
Sold All 😨
(Was: #109)
0.3 -5,771 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSN
TYSON FOODS INC
Consumer Defensive 0.00% 0.11%
Sold All 😨
(Was: #110)
0.3 -8,850 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RVTY
REVVITY INC
Healthcare 0.00% 0.11%
Sold All 😨
(Was: #111)
0.3 -5,373 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
KIMBERLY-CLARK ...
Consumer Defensive 0.00% 0.10%
Sold All 😨
(Was: #112)
0.3 -3,604 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KR
KROGER CO
Consumer Defensive 0.00% 0.10%
Sold All 😨
(Was: #113)
0.3 -6,645 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TOL
TOLL BROTHERS I...
Consumer Cyclical 0.00% 0.09%
Sold All 😨
(Was: #115)
0.3 -3,020 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LOW
LOWES COS INC
Consumer Cyclical 0.00% 0.09%
Sold All 😨
(Was: #116)
0.3 -1,600 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VLO
VALERO ENERGY C...
Energy 0.00% 0.09%
Sold All 😨
(Was: #117)
0.3 -2,338 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LH
LABCORP HOLDING...
Healthcare 0.00% 0.09%
Sold All 😨
(Was: #118)
0.3 -1,379 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ELV
ELEVANCE HEALTH...
Healthcare 0.00% 0.09%
Sold All 😨
(Was: #119)
0.3 -1,218 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SYY
SYSCO CORP
Consumer Defensive 0.00% 0.09%
Sold All 😨
(Was: #120)
0.3 -4,665 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 0.00% 0.08%
Sold All 😨
(Was: #121)
0.3 -633 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC
Industrials 0.00% 0.08%
Sold All 😨
(Was: #122)
0.3 -1,010 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.00% 0.08%
Sold All 😨
(Was: #123)
0.3 -848 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LMT
LOCKHEED MARTIN...
Industrials 0.00% 0.08%
Sold All 😨
(Was: #124)
0.3 -686 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FSLR
FIRST SOLAR INC
Technology 0.00% 0.08%
Sold All 😨
(Was: #125)
0.3 -1,540 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HII
HUNTINGTON INGA...
Industrials 0.00% 0.07%
Sold All 😨
(Was: #126)
0.3 -1,100 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOV
DOVER CORP
Industrials 0.00% 0.07%
Sold All 😨
(Was: #127)
0.3 -1,897 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.00% 0.07%
Sold All 😨
(Was: #128)
0.3 -1,663 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TGT
TARGET CORP
Consumer Defensive 0.00% 0.07%
Sold All 😨
(Was: #129)
0.3 -3,392 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GAM
GENERAL AMERN I...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #130)
0.3 -4,848 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SO
SOUTHERN CO
Utilities 0.00% 0.07%
Sold All 😨
(Was: #131)
0.3 -3,150 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TT
TRANE TECHNOLOG...
Industrials 0.00% 0.07%
Sold All 😨
(Was: #132)
0.3 -700 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHOP
SHOPIFY INC
Technology 0.00% 0.07%
Sold All 😨
(Was: #133)
0.3 -1,984 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CVS
CVS HEALTH CORP
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #134)
0.3 -3,834 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DAL
DELTA AIR LINES...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #135)
0.3 -4,820 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S&P GLOBAL INC
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #136)
0.3 -550 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TXN
TEXAS INSTRS IN...
Technology 0.00% 0.06%
Sold All 😨
(Was: #137)
0.3 -1,452 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BK
BANK NEW YORK M...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #138)
0.3 -2,400 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CL
COLGATE PALMOLI...
Consumer Defensive 0.00% 0.06%
Sold All 😨
(Was: #139)
0.3 -3,221 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.00% 0.05%
Sold All 😨
(Was: #140)
0.3 -2,182 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BMY
BRISTOL-MYERS S...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #141)
0.3 -5,237 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBM
INTERNATIONAL B...
Technology 0.00% 0.05%
Sold All 😨
(Was: #142)
0.3 -835 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #143)
0.3 -3,529 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PH
PARKER-HANNIFIN...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #144)
0.3 -300 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMGN
AMGEN INC
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #145)
0.3 -775 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IPAC
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #146)
0.3 -2,976 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
YUM
YUM BRANDS INC
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #147)
0.3 -1,408 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.00% 0.04%
Sold All 😨
(Was: #148)
0.3 -273 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 153 holdings

Unlock Full Compass Wealth Management LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics