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Compass Financial Services

Latest statistics and disclosures from Compass Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, JPST, DGRW, KNG, JEPQ, and represent 59.86% of Compass Financial Services's stock portfolio.
Added to shares of these 10 stocks: JEPQ (+$8.5M), JPST, USFR, BIL, KNG, DIVB, QQQM, SPLG, MSFT, HIMU.
Started 101 new stock positions in IJH, USFR, CPB, PEG, PM, SMCI, SPIB, VTI, BWXT, PDEC.
Reduced shares in these 10 stocks: DGRW, HDEF, TDIV, , LLY, ESGU, VIG, AMD, SHOP, XMHQ.
Sold out of its positions in ADBE, HDEF, DBEU, PAVE, HXL, IWL, ESGU, ESGD, EL, LLY. MFC, MDLZ, NFLX, NKLAQ, MUNI.
Compass Financial Services was a net buyer of stock by $18M.
Compass Financial Services has $191M in assets under management (AUM), dropping by 7.86%.
Central Index Key (CIK): 0002039088

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Portfolio Holdings for Compass Financial Services

Compass Financial Services holds 291 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio MF Closed and MF Open (SPLG)	18.3	$35M		531k	65.76	View chart
Jpmorgan MF Closed and MF Open (JPST)	14.4	$27M	+5%	540k	50.63	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	12.5	$24M	-3%	299k	79.86	View chart
First Trust MF Closed and MF Open (KNG)	8.7	$17M	+4%	326k	50.52	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	6.0	$11M	+300%	220k	51.78	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	5.6	$11M	+5%	56k	193.02	View chart
SPDR S&P MF Closed and MF Open (VLU)	5.4	$10M		56k	183.82	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	3.6	$6.8M	+15%	74k	91.73	View chart
Global X MF Closed and MF Open (QYLD)	3.4	$6.5M		389k	16.63	View chart
Ishares Core MF Closed and MF Open (DIVB)	2.7	$5.1M	+13%	105k	48.52	View chart
First Trust MF Closed and MF Open (FDL)	2.3	$4.4M	+6%	101k	43.44	View chart
Global X MF Closed and MF Open (XYLD)	2.1	$3.9M	+4%	100k	39.49	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	1.3	$2.5M	+12%	31k	80.37	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.2	$2.3M		5.0k	468.93	View chart
Caseys Genl Common Stock (CASY)	0.9	$1.7M		3.9k	434.01	View chart
Vanguard High MF Closed and MF Open (VYM)	0.8	$1.6M	+13%	12k	128.96	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.8	$1.4M		7.4k	194.00	View chart
Apple Common Stock (AAPL)	0.6	$1.2M		5.3k	222.13	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.6	$1.1M		2.2k	513.99	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.5	$989k	NEW	20k	50.33	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.5	$982k	+9%	1.8k	559.31	View chart
Microsoft Corp Common Stock (MSFT)	0.4	$732k	+108%	1.9k	375.40	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.4	$691k		11k	61.78	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$625k		1.2k	532.58	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.3	$527k		2.5k	210.95	View chart
World Gold MF Closed and MF Open (GLDM)	0.3	$503k	+19%	8.1k	61.89	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.2	$466k	-4%	5.1k	91.54	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.2	$420k	+11%	8.2k	51.07	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.2	$388k		5.1k	75.65	View chart
Invesco Cef MF Closed and MF Open (PCEF)	0.2	$383k		20k	18.85	View chart
Blackrock Ishares MF Closed and MF Open (HIMU)	0.2	$365k	NEW	7.4k	49.53	View chart
Deere & Co Common Stock (DE)	0.2	$364k	+29%	776.00	469.63	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.2	$358k		1.9k	190.58	View chart
Ishares Core MF Closed and MF Open (HDV)	0.2	$344k		2.8k	121.12	View chart
Walmart Common Stock (WMT)	0.2	$326k	+43%	3.7k	87.79	View chart
Alphabet Common Stock (GOOGL)	0.2	$315k	+6696%	2.0k	154.65	View chart
Energy Select MF Closed and MF Open (XLE)	0.1	$271k	+16%	2.9k	93.46	View chart
Invesco High MF Closed and MF Open (PEY)	0.1	$268k		13k	21.47	View chart
Abbvie Common Stock (ABBV)	0.1	$238k	+3%	1.1k	209.50	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$230k	-28%	3.1k	73.60	View chart
Coca Cola Company Common Stock (KO)	0.1	$228k	+29%	3.2k	71.62	View chart
Technology Select MF Closed and MF Open (XLK)	0.1	$215k	+5%	1.0k	206.52	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$212k		1.2k	173.26	View chart
Wells Fargo Common Stock (WFC)	0.1	$181k	+51%	2.5k	71.78	View chart
Bny Mellon MF Closed and MF Open (LEO)	0.1	$180k		29k	6.12	View chart
Roper Technologies Common Stock (ROP)	0.1	$175k		297.00	589.51	View chart
Innovator U S MF Closed and MF Open (BSEP)	0.1	$170k	NEW	4.1k	41.78	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.1	$163k	+90%	3.5k	46.81	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.1	$162k		627.00	258.56	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$152k	+4%	486.00	312.53	View chart
Procter & Gamble Common Stock (PG)	0.1	$141k	+4%	826.00	170.47	View chart
Principal Spectrum MF Closed and MF Open (PREF)	0.1	$112k	-5%	6.0k	18.70	View chart
At&t Common Stock (T)	0.1	$108k	+86%	3.8k	28.28	View chart
Innovator 20 MF Closed and MF Open (TBJL)	0.1	$101k	NEW	5.0k	20.23	View chart
Innovator U S MF Closed and MF Open (PSEP)	0.1	$96k	NEW	2.5k	38.41	View chart
Amazon Common Stock (AMZN)	0.0	$95k		499.00	190.26	View chart
Amgen Common Stock (AMGN)	0.0	$94k	+14%	301.00	311.46	View chart
Principal Financial Common Stock (PFG)	0.0	$91k	-5%	1.1k	84.35	View chart
Wisdomtree Putwrite MF Closed and MF Open (WTPI)	0.0	$79k	NEW	2.5k	31.14	View chart
Verizon Communications Common Stock (VZ)	0.0	$79k	+111%	1.7k	45.35	View chart
Lpl Financial Common Stock (LPLA)	0.0	$75k	+14%	229.00	327.42	View chart
Innovator U S MF Closed and MF Open (PDEC)	0.0	$74k	NEW	2.0k	37.60	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.0	$71k	NEW	766.00	92.58	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.0	$71k		1.0k	68.01	View chart
Nvidia Corp Common Stock (NVDA)	0.0	$68k	-14%	631.00	108.39	View chart
Public Storage Common Stock (PSA)	0.0	$68k		229.00	298.63	View chart
Intel Corp Common Stock (INTC)	0.0	$68k	+11%	3.0k	22.71	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.0	$68k	+36%	192.00	352.58	View chart
Exxon Mobil Common Stock (XOM)	0.0	$67k	+24%	559.00	118.87	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	0.0	$64k	NEW	1.1k	59.68	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$63k	NEW	230.00	275.39	View chart
Spdr Series MF Closed and MF Open (MDYV)	0.0	$63k	NEW	817.00	77.05	View chart
Guardian Pharmacy Common Stock (GRDN)	0.0	$61k		2.8k	21.26	View chart
Ishares Core MF Closed and MF Open (IJH)	0.0	$58k	NEW	996.00	58.36	View chart
Spdr Series MF Closed and MF Open (MDYG)	0.0	$57k	NEW	718.00	79.46	View chart
Tesla Common Stock (TSLA)	0.0	$54k	NEW	207.00	259.16	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$51k	+38%	191.00	264.99	View chart
Goldman Sachs MF Closed and MF Open (AAAU)	0.0	$51k	-22%	1.6k	30.88	View chart
FS KKR Common Stock (FSK)	0.0	$50k	NEW	2.4k	20.95	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$50k	+594%	479.00	104.47	View chart
U S Bancorp De Common Stock (USB)	0.0	$48k	+21%	1.1k	42.22	View chart
Discover Financial Common Stock	0.0	$48k		280.00	170.70	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$48k		1.7k	27.97	View chart
First Trust MF Closed and MF Open (FTCS)	0.0	$48k	NEW	530.00	89.69	View chart
Ishares Core MF Closed and MF Open (IVV)	0.0	$46k		82.00	561.90	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.0	$46k	-26%	486.00	93.62	View chart
Pure Storage Common Stock (PSTG)	0.0	$46k	+120%	1.0k	44.27	View chart
Alphabet Common Stock (GOOG)	0.0	$45k	-16%	286.00	156.39	View chart
Innovator U S MF Closed and MF Open (BAUG)	0.0	$44k	NEW	1.0k	42.45	View chart
Cisco Systems Common Stock (CSCO)	0.0	$44k	+298%	709.00	61.68	View chart
Shopify Common Stock (SHOP)	0.0	$44k	-34%	456.00	95.44	View chart
Altria Group Common Stock (MO)	0.0	$43k	+64%	717.00	60.02	View chart
Global X MF Closed and MF Open (CLIP)	0.0	$42k		416.00	100.44	View chart
Intl Business Common Stock (IBM)	0.0	$42k	+41%	167.00	248.52	View chart
Home Depot Common Stock (HD)	0.0	$41k	NEW	113.00	366.49	View chart
Pepsico Common Stock (PEP)	0.0	$41k	-11%	274.00	149.86	View chart
Vanguard Total MF Closed and MF Open (VT)	0.0	$41k		354.00	115.79	View chart
First Trust MF Closed and MF Open (FVD)	0.0	$39k		865.00	44.57	View chart
Industrial Select MF Closed and MF Open (XLI)	0.0	$39k	+4100%	294.00	131.09	View chart
First Horizon Common Stock (FHN)	0.0	$38k	NEW	2.0k	19.42	View chart
Phillips 66 Common Stock (PSX)	0.0	$37k	+9%	300.00	123.48	View chart
Schwab Us MF Closed and MF Open (SCHA)	0.0	$37k	NEW	1.6k	23.43	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$36k		390.00	92.88	View chart
Target Corp Common Stock (TGT)	0.0	$34k	+10%	327.00	104.36	View chart
Innovator U S MF Closed and MF Open (PJUL)	0.0	$34k	NEW	841.00	40.19	View chart
Ishares P MF Closed and MF Open (PFF)	0.0	$34k		1.1k	30.73	View chart
Fiserv Common Stock (FI)	0.0	$33k		150.00	220.83	View chart
Innovator U S MF Closed and MF Open (KJUL)	0.0	$33k	NEW	1.2k	27.97	View chart
Ishares Gold Common Stock (IAU)	0.0	$33k		554.00	58.96	View chart
Bwx Technologies Common Stock (BWXT)	0.0	$33k	NEW	330.00	98.78	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$32k	+20%	134.00	236.25	View chart
Caterpillar Common Stock (CAT)	0.0	$31k	+49%	94.00	330.09	View chart
Cummins Common Stock (CMI)	0.0	$31k	+27%	98.00	313.87	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$31k	NEW	971.00	31.40	View chart
Heico Corp Common Stock (HEI)	0.0	$29k		110.00	267.32	View chart
Emerson Electric Common Stock (EMR)	0.0	$28k	-41%	254.00	109.64	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.0	$28k	NEW	764.00	36.42	View chart
Johnson Controls Common Stock (JCI)	0.0	$27k		332.00	80.20	View chart
Global X MF Closed and MF Open (AIQ)	0.0	$27k	+264%	728.00	36.38	View chart
First Trust MF Closed and MF Open (RDVY)	0.0	$26k	NEW	452.00	58.48	View chart
Innovative Industrial Common Stock (IIPR)	0.0	$26k	+2%	484.00	54.05	View chart
Gfl Environmental Common Stock (GFL)	0.0	$24k		503.00	48.31	View chart
Innovator Growth MF Closed and MF Open (NOCT)	0.0	$24k	NEW	486.00	49.71	View chart
Innovator Growth MF Closed and MF Open (NJUL)	0.0	$24k	NEW	401.00	60.03	View chart
Salesforce Common Stock (CRM)	0.0	$24k		89.00	268.60	View chart
Evergy Common Stock (EVRG)	0.0	$24k	NEW	346.00	68.95	View chart
First Trust MF Closed and MF Open (FPE)	0.0	$24k	NEW	1.3k	17.59	View chart
Visa Common Stock (V)	0.0	$24k		67.00	350.84	View chart
Utilities Select MF Closed and MF Open (XLU)	0.0	$23k	NEW	296.00	78.85	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$23k	NEW	134.00	172.74	View chart
Jpmorgan MF Closed and MF Open (JEPI)	0.0	$23k	NEW	396.00	57.14	View chart
Teradyne Common Stock (TER)	0.0	$22k		265.00	82.60	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.0	$22k		116.00	188.17	View chart
O Reilly Automotive Common Stock (ORLY)	0.0	$22k		15.00	1432.60	View chart
Conocophillips Common Stock (COP)	0.0	$21k		204.00	105.02	View chart
Steel Dynamics Common Stock (STLD)	0.0	$20k		162.00	125.08	View chart
BP Common Stock (BP)	0.0	$20k		598.00	33.78	View chart
Epr Properties Common Stock (EPR)	0.0	$20k		383.00	52.66	View chart
Spdr Gold Common Stock (GLD)	0.0	$20k		69.00	288.13	View chart
Chevron Corp Common Stock (CVX)	0.0	$20k		118.00	167.95	View chart
Marriott Intl Common Stock (MAR)	0.0	$19k		80.00	239.65	View chart
Ishares U S MF Closed and MF Open (IDU)	0.0	$19k		188.00	101.59	View chart
Innovator Emerging MF Closed and MF Open (EJUL)	0.0	$19k	NEW	744.00	25.26	View chart
Duke Energy Common Stock (DUK)	0.0	$18k	NEW	150.00	121.97	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.0	$18k		240.00	74.73	View chart
Innovator Equity MF Closed and MF Open (ZJUL)	0.0	$17k	NEW	625.00	26.77	View chart
Pimco Dynamic MF Closed and MF Open (PDI)	0.0	$17k		835.00	19.80	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$16k		332.00	49.32	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$16k		31.00	523.74	View chart
Cenovus Energy Common Stock (CVE)	0.0	$16k		1.1k	13.91	View chart
Twilio Common Stock (TWLO)	0.0	$16k		160.00	97.91	View chart
Crown Castle Common Stock (CCI)	0.0	$16k		150.00	104.34	View chart
Cvs Health Common Stock (CVS)	0.0	$16k	NEW	231.00	67.75	View chart
Constellation Energy Common Stock (CEG)	0.0	$15k		75.00	201.63	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$15k	NEW	160.00	90.34	View chart
Pfizer Common Stock (PFE)	0.0	$14k	+733%	550.00	25.33	View chart
Walt Disney Common Stock (DIS)	0.0	$14k	+1058%	139.00	98.81	View chart
Campbells Common Stock (CPB)	0.0	$14k	NEW	343.00	39.92	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.0	$14k	NEW	250.00	54.76	View chart
Sony Group Common Stock (SONY)	0.0	$13k		518.00	25.41	View chart
Innovators Emerging MF Closed and MF Open (EJAN)	0.0	$13k	NEW	421.00	30.24	View chart
Nucor Corp Common Stock (NUE)	0.0	$12k		100.00	120.34	View chart
First Trust MF Closed and MF Open (FTHI)	0.0	$12k	NEW	550.00	21.88	View chart
Bristol Myers Common Stock (BMY)	0.0	$12k	+195%	189.00	61.01	View chart
Lyondellbasell Industrie Common Stock (LYB)	0.0	$11k	NEW	157.00	70.40	View chart
Intl Paper Common Stock (IP)	0.0	$11k	NEW	206.00	53.35	View chart
Marvell Technology Common Stock (MRVL)	0.0	$11k	-51%	175.00	61.57	View chart
Allstate Corp Common Stock (ALL)	0.0	$11k		51.00	207.08	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$10k	+90%	103.00	97.88	View chart
Jack Henry Common Stock (JKHY)	0.0	$10k		55.00	181.93	View chart
Alps Oshares MF Closed and MF Open (OUSA)	0.0	$10k	NEW	187.00	53.22	View chart
Global X MF Closed and MF Open (URA)	0.0	$9.9k	+2%	431.00	22.94	View chart
L3harris Technologies Common Stock (LHX)	0.0	$9.6k		46.00	209.30	View chart
American Tower Common Stock (AMT)	0.0	$9.6k	+144%	44.00	217.61	View chart
Baker Hughes Common Stock (BKR)	0.0	$9.5k		216.00	43.95	View chart
Johnson & Johnson Common Stock (JNJ)	0.0	$9.5k	-47%	57.00	166.44	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.0	$9.5k	+40%	232.00	40.82	View chart
Agco Corp Common Stock (AGCO)	0.0	$9.3k		100.00	92.57	View chart
Shell Common Stock (SHEL)	0.0	$9.2k	NEW	125.00	73.28	View chart
Evolv Technologies Common Stock (EVLV)	0.0	$9.1k		2.9k	3.12	View chart
3m Company Common Stock (MMM)	0.0	$9.1k	NEW	62.00	146.85	View chart
Spdr Emerging MF Closed and MF Open (SPEM)	0.0	$9.0k	NEW	229.00	39.44	View chart
Kinder Morgan Common Stock (KMI)	0.0	$8.9k	NEW	312.00	28.53	View chart
Stmicroelectronics N V Common Stock (STM)	0.0	$8.9k		403.00	21.97	View chart
Advisorshares Pure MF Closed and MF Open (MSOS)	0.0	$8.5k		3.3k	2.61	View chart
Argenx Se Common Stock (ARGX)	0.0	$8.3k		14.00	591.86	View chart
American Homes Common Stock (AMH)	0.0	$8.3k	NEW	219.00	37.81	View chart
Spotify Technology Common Stock (SPOT)	0.0	$8.3k		15.00	550.00	View chart
Realty Income Common Stock (O)	0.0	$8.1k	NEW	140.00	58.01	View chart
SPDR S&P MF Closed and MF Open (SLYV)	0.0	$8.1k	NEW	103.00	78.40	View chart
Spdr Series MF Closed and MF Open (SLYG)	0.0	$8.1k	NEW	97.00	83.00	View chart
Advanced Micro Common Stock (AMD)	0.0	$8.0k	-75%	78.00	102.74	View chart
Baytex Energy Common Stock (BTE)	0.0	$8.0k		3.6k	2.23	View chart
Bank New York Common Stock (BK)	0.0	$8.0k	NEW	95.00	83.87	View chart
Philip Morris Common Stock (PM)	0.0	$7.9k	NEW	50.00	158.74	View chart
Lowes Companies Common Stock (LOW)	0.0	$7.9k		34.00	233.24	View chart
Lockheed Martin Common Stock (LMT)	0.0	$7.8k	+200%	18.00	434.17	View chart
Innovator Growth MF Closed and MF Open (NSEP)	0.0	$7.8k	NEW	312.00	24.90	View chart
Rockwell Automation Common Stock (ROK)	0.0	$7.7k		30.00	256.20	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$7.6k	NEW	31.00	245.29	View chart
SPDR S&P MF Closed and MF Open (KBE)	0.0	$7.5k		142.00	52.99	View chart
Innovator Intl MF Closed and MF Open (IJUL)	0.0	$7.4k	NEW	255.00	29.12	View chart
Smurfit Westrock Common Stock (SW)	0.0	$7.3k	NEW	162.00	45.06	View chart
Garmin Common Stock (GRMN)	0.0	$7.2k	NEW	33.00	217.12	View chart
Fox Corp Common Stock (FOXA)	0.0	$7.1k	NEW	125.00	56.60	View chart
Conagra Brands Common Stock (CAG)	0.0	$7.0k		263.00	26.63	View chart
Welltower Common Stock (WELL)	0.0	$7.0k	-50%	46.00	152.13	View chart
Marathon Petroleum Common Stock (MPC)	0.0	$7.0k		48.00	145.69	View chart
Citigroup Common Stock (C)	0.0	$7.0k	NEW	98.00	70.99	View chart
Zscaler Common Stock (ZS)	0.0	$6.9k		35.00	198.43	View chart
Public Service Common Stock (PEG)	0.0	$6.8k	NEW	83.00	82.30	View chart
Southern Company Common Stock (SO)	0.0	$6.8k	+80%	74.00	91.95	View chart
Innovator U S MF Closed and MF Open (PAPR)	0.0	$6.7k	NEW	187.00	35.66	View chart
Travelers Cos Common Stock (TRV)	0.0	$6.6k	NEW	25.00	264.48	View chart
Skyworks Solutions Common Stock (SWKS)	0.0	$6.5k	NEW	101.00	64.63	View chart
Super Micro Common Stock (SMCI)	0.0	$6.4k	NEW	187.00	34.24	View chart
Essent Group Common Stock (ESNT)	0.0	$6.3k		110.00	57.72	View chart
Healthpeak Pptys Common Stock (DOC)	0.0	$6.3k	NEW	312.00	20.22	View chart
Arm Holdings Common Stock (ARM)	0.0	$6.3k		59.00	106.80	View chart
Warner Bros Common Stock (WBD)	0.0	$6.2k	+30%	582.00	10.73	View chart
Metlife Common Stock (MET)	0.0	$6.1k	NEW	76.00	80.29	View chart
Innovator Growth MF Closed and MF Open (NAPR)	0.0	$6.0k	NEW	125.00	47.70	View chart
Global X MF Closed and MF Open (BOTZ)	0.0	$5.7k		200.00	28.46	View chart
Nike Common Stock (NKE)	0.0	$5.7k		90.00	63.23	View chart
Prudential Financial Common Stock (PRU)	0.0	$5.6k	NEW	50.00	111.68	View chart
Dow Common Stock (DOW)	0.0	$5.4k	NEW	156.00	34.92	View chart
Texas Instruments Common Stock (TXN)	0.0	$5.4k	NEW	30.00	179.70	View chart
Becton Dickinson Common Stock (BDX)	0.0	$5.4k		23.00	233.70	View chart
Meta Platforms Common Stock (META)	0.0	$5.2k		9.00	578.67	View chart
Simon Property Common Stock (SPG)	0.0	$5.1k	NEW	31.00	166.06	View chart
Prologis Common Stock (PLD)	0.0	$5.1k		46.00	111.83	View chart
Truist Financial Common Stock (TFC)	0.0	$5.1k	NEW	125.00	41.15	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$5.1k		29.00	176.31	View chart
Broadcom Common Stock (AVGO)	0.0	$4.9k	NEW	29.00	167.41	View chart
Omnicom Group Common Stock (OMC)	0.0	$4.8k	NEW	58.00	82.91	View chart
Qualcomm Common Stock (QCOM)	0.0	$4.8k	NEW	31.00	153.61	View chart
Kraft Heinz Common Stock (KHC)	0.0	$4.6k	NEW	150.00	30.43	View chart
Snowflake Common Stock (SNOW)	0.0	$4.5k	NEW	31.00	146.16	View chart
HP Common Stock (HPQ)	0.0	$4.4k	NEW	160.00	27.69	View chart
Lululemon Athletica Common Stock (LULU)	0.0	$4.2k	NEW	15.00	283.07	View chart
United Parcel Common Stock (UPS)	0.0	$4.2k		38.00	111.32	View chart
Lamb Weston Common Stock (LW)	0.0	$4.2k		78.00	53.37	View chart
Gilead Sciences Common Stock (GILD)	0.0	$4.1k	NEW	37.00	112.05	View chart
Mckesson Corp Common Stock (MCK)	0.0	$4.0k	NEW	6.00	673.00	View chart
Sturm Ruger Common Stock (RGR)	0.0	$3.9k	NEW	100.00	39.29	View chart
Microchip Technology Common Stock (MCHP)	0.0	$3.8k		79.00	48.61	View chart
Keysight Technologies Common Stock (KEYS)	0.0	$3.7k		25.00	149.76	View chart
Amplify Cybersecurity MF Closed and MF Open (HACK)	0.0	$3.6k		50.00	71.10	View chart
Cheniere Energy Common Stock (LNG)	0.0	$3.5k	NEW	15.00	231.40	View chart
Stanley Black Common Stock (SWK)	0.0	$3.4k	+2%	45.00	76.53	View chart
Diamondback Energy Common Stock (FANG)	0.0	$3.4k	NEW	21.00	159.86	View chart
Roblox Corp Common Stock (RBLX)	0.0	$3.2k		55.00	58.29	View chart
On Holding Common Stock (ONON)	0.0	$3.2k		73.00	43.92	View chart
Spdr Aggregate MF Closed and MF Open (SPAB)	0.0	$2.9k	NEW	115.00	25.54	View chart
Lennar Corp Common Stock (LEN)	0.0	$2.9k	NEW	25.00	114.80	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.0	$2.8k	NEW	99.00	28.65	View chart
Whirlpool Corp Common Stock (WHR)	0.0	$2.8k	NEW	31.00	90.13	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$2.8k		28.00	99.61	View chart
American Airlines Common Stock (AAL)	0.0	$2.6k	NEW	250.00	10.55	View chart
Xenia Hotels Common Stock (XHR)	0.0	$2.6k		224.00	11.74	View chart
Amer Sports Common Stock (AS)	0.0	$2.6k	NEW	97.00	26.73	View chart
Koninklijke Philips Common Stock (PHG)	0.0	$2.3k	-62%	91.00	25.47	View chart
Gamestop Corp Common Stock (GME)	0.0	$2.2k		100.00	22.32	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.0	$2.2k		50.00	43.70	View chart
First Trust MF Closed and MF Open (FV)	0.0	$2.0k		36.00	54.44	View chart
Quidelortho Corp Common Stock (QDEL)	0.0	$1.9k		55.00	34.98	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.0	$1.6k	NEW	71.00	22.06	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.0	$1.5k	+66%	10.00	146.60	View chart
Devon Energy Common Stock (DVN)	0.0	$1.5k		39.00	37.38	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$1.4k	NEW	17.00	84.41	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$1.4k		38.00	37.03	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	0.0	$1.2k	NEW	37.00	32.81	View chart
Financial Select MF Closed and MF Open (XLF)	0.0	$1.0k	+53%	20.00	50.20	View chart
Solaredge Technologies Common Stock (SEDG)	0.0	$970.998000		60.00	16.18	View chart
Communication Services MF Closed and MF Open (XLC)	0.0	$970.000000	NEW	10.00	97.00	View chart
Point Bridge MF Closed and MF Open (MAGA)	0.0	$969.000000	NEW	20.00	48.45	View chart
Global X MF Closed and MF Open (LIT)	0.0	$918.000000		24.00	38.25	View chart
Plug Power Common Stock (PLUG)	0.0	$909.967400	+1882%	674.00	1.35	View chart
Global X MF Closed and MF Open (COPX)	0.0	$794.000000		20.00	39.70	View chart
Global X MF Closed and MF Open (PFFD)	0.0	$659.998500	NEW	35.00	18.86	View chart
Micron Technology Common Stock (MU)	0.0	$607.999700		7.00	86.86	View chart
Schrodinger Common Stock (SDGR)	0.0	$553.000000		28.00	19.75	View chart
Wabtec Common Stock (WAB)	0.0	$543.999900	NEW	3.00	181.33	View chart
Marriott Vacations Common Stock (VAC)	0.0	$520.000000		8.00	65.00	View chart
Ark 3d MF Closed and MF Open (PRNT)	0.0	$463.000800		24.00	19.29	View chart
Ouster Common Stock (OUST)	0.0	$458.000400		51.00	8.98	View chart
Adient Common Stock (ADNT)	0.0	$359.998800		28.00	12.86	View chart
Crispr Therapeutics Common Stock (CRSP)	0.0	$238.000000		7.00	34.00	View chart
Ford Motor Common Stock (F)	0.0	$211.999200	-16%	21.00	10.10	View chart
Dwave Quantum Common Stock (QBTS)	0.0	$136.999800	NEW	18.00	7.61	View chart
Power Reit Common Stock (PW)	0.0	$84.000000		75.00	1.12	View chart

Past Filings by Compass Financial Services

SEC 13F filings are viewable for Compass Financial Services going back to 2024

Compass Financial Services 2025 Q1 filed June 10, 2025
Compass Financial Services 2024 Q4 filed Jan. 28, 2025

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