Axxcess Wealth Management »

Compass shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Compass shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Compass

Tip: Access up to 7 years of quarterly data

All positions including Compass held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Compass by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3k 15k 0.35

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding Compass

Group One Trading
Simplex Trading
Marathon Trading Investment Management
IMC-Chicago
Jpmorgan Chase & Co
Axxcess Wealth Management

View all funds holding Compass