Compass Wealth Management
Latest statistics and disclosures from Compass Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, RSP, AMAT, GOOG, GOOGL, and represent 18.25% of Compass Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: META, CSL, BRK.B, A, NFLX, RKT, POOL, MCO, SPYM, VFC.
- Started 252 new stock positions in CAR, SCHA, EQNR, MTB, PINS, GIS, GFL, UPS, IBRX, KEY.
- Reduced shares in these 10 stocks: PSX, TEL, OPCH, AMAT, XPH, DHR, CCI, , NUE, VEEV.
- Sold out of its positions in Exxon Mobil Corporation, FIS.
- Compass Wealth Management was a net buyer of stock by $16M.
- Compass Wealth Management has $519M in assets under management (AUM), dropping by -1.76%.
- Central Index Key (CIK): 0001965653
Tip: Access up to 7 years of quarterly data
Positions held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Compass Wealth Management
Compass Wealth Management holds 417 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.2 | $27M | -2% | 77k | 351.19 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.5 | $24M | 113k | 208.02 |
|
|
| Applied Materials (AMAT) | 3.2 | $17M | -6% | 32k | 511.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $15M | -3% | 42k | 340.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $13M | 39k | 344.08 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $12M | 37k | 330.83 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.1 | $11M | -3% | 24k | 456.19 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $10M | +43% | 21k | 497.95 |
|
| Advanced Energy Industries (AEIS) | 1.9 | $9.8M | -2% | 35k | 281.82 |
|
| Danaher Corporation (DHR) | 1.9 | $9.8M | -9% | 44k | 221.55 |
|
| V.F. Corporation (VFC) | 1.9 | $9.6M | +8% | 684k | 14.06 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 1.8 | $9.4M | +9% | 104k | 89.76 |
|
| Chevron Corporation (CVX) | 1.6 | $8.3M | -3% | 41k | 204.21 |
|
| Starbucks Corporation (SBUX) | 1.6 | $8.3M | +2% | 89k | 93.96 |
|
| Veeva Sys Cl A Com (VEEV) | 1.5 | $7.8M | -8% | 27k | 285.45 |
|
| Air Products & Chemicals (APD) | 1.5 | $7.7M | -2% | 28k | 278.23 |
|
| TJX Companies (TJX) | 1.4 | $7.3M | +10% | 55k | 132.31 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $6.9M | 6.0k | 1157.08 |
|
|
| Scotts Miracle-gro Cl A (SMG) | 1.3 | $6.9M | +7% | 138k | 50.11 |
|
| Microsoft Corporation (MSFT) | 1.3 | $6.8M | 13k | 512.90 |
|
|
| Abbvie (ABBV) | 1.2 | $6.5M | -3% | 25k | 261.59 |
|
| Corning Incorporated (GLW) | 1.2 | $6.5M | 42k | 153.76 |
|
|
| Rocket Cos Com Cl A (RKT) | 1.2 | $6.3M | +21% | 550k | 11.51 |
|
| Constellation Brands Cl A (STZ) | 1.2 | $6.3M | -4% | 56k | 113.06 |
|
| Netflix (NFLX) | 1.2 | $6.3M | +26% | 90k | 69.58 |
|
| Mid-America Apartment (MAA) | 1.2 | $6.2M | +4% | 53k | 117.74 |
|
| Marriott Intl Cl A (MAR) | 1.2 | $6.2M | 17k | 355.67 |
|
|
| Chubb (CB) | 1.2 | $6.1M | 19k | 325.25 |
|
|
| Raytheon Technologies Corp (RTX) | 1.2 | $6.1M | -2% | 33k | 185.65 |
|
| Moog Cl A (MOG.A) | 1.2 | $6.1M | 16k | 381.47 |
|
|
| Phillips 66 (PSX) | 1.2 | $6.1M | -26% | 24k | 255.31 |
|
| Cisco Systems (CSCO) | 1.2 | $6.0M | -8% | 56k | 107.63 |
|
| Wal-Mart Stores (WMT) | 1.1 | $5.5M | -2% | 53k | 103.92 |
|
| Medtronic SHS (MDT) | 1.0 | $5.1M | 59k | 86.29 |
|
|
| Entegris (ENTG) | 1.0 | $5.0M | -10% | 32k | 154.06 |
|
| Canadian Pacific Kansas City (CP) | 1.0 | $5.0M | -10% | 58k | 85.10 |
|
| Uber Technologies (UBER) | 0.9 | $4.8M | 71k | 68.51 |
|
|
| Hca Holdings (HCA) | 0.9 | $4.7M | 11k | 426.74 |
|
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.9 | $4.5M | +8% | 72k | 63.04 |
|
| Williams Companies (WMB) | 0.9 | $4.5M | -2% | 67k | 67.97 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $4.3M | 38k | 112.09 |
|
|
| Travelers Companies (TRV) | 0.8 | $4.2M | 12k | 356.52 |
|
|
| Kinder Morgan (KMI) | 0.8 | $4.2M | +15% | 139k | 30.15 |
|
| EOG Resources (EOG) | 0.8 | $4.1M | -11% | 30k | 137.76 |
|
| Carlisle Companies (CSL) | 0.8 | $4.1M | +520% | 13k | 322.17 |
|
| Option Care Health Com New (OPCH) | 0.8 | $4.0M | -23% | 177k | 22.49 |
|
| Crown Castle Intl (CCI) | 0.8 | $3.9M | -18% | 58k | 66.65 |
|
| Nucor Corporation (NUE) | 0.7 | $3.9M | -16% | 17k | 233.75 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.7 | $3.9M | -5% | 73k | 52.86 |
|
| Meta Platforms Cl A (META) | 0.7 | $3.8M | NEW | 5.2k | 725.15 |
|
| Apple (AAPL) | 0.7 | $3.7M | 11k | 333.02 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $3.6M | 4.8k | 762.64 |
|
|
| Blackrock (BLK) | 0.7 | $3.6M | 3.4k | 1058.29 |
|
|
| Jacobs Engineering Group (J) | 0.7 | $3.5M | -8% | 26k | 135.27 |
|
| American Express Company (AXP) | 0.7 | $3.4M | -4% | 11k | 304.10 |
|
| Pool Corporation (POOL) | 0.6 | $3.4M | +46% | 21k | 161.87 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $3.3M | +10% | 43k | 76.40 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $3.1M | +8% | 21k | 148.30 |
|
| FedEx Corporation (FDX) | 0.6 | $3.0M | -2% | 11k | 285.09 |
|
| Agilent Technologies Inc C ommon (A) | 0.6 | $2.9M | NEW | 17k | 172.31 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $2.9M | -2% | 30k | 97.74 |
|
| Waste Management (WM) | 0.6 | $2.9M | 14k | 203.92 |
|
|
| Moody's Corporation (MCO) | 0.5 | $2.7M | +51% | 6.0k | 454.13 |
|
| American Tower Reit (AMT) | 0.5 | $2.5M | 16k | 163.69 |
|
|
| Visa Com Cl A (V) | 0.5 | $2.5M | -6% | 6.9k | 359.33 |
|
| Abbott Laboratories (ABT) | 0.5 | $2.4M | 25k | 98.83 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $2.4M | 4.4k | 551.47 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.2M | 2.4k | 910.34 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.1M | +5% | 30k | 70.61 |
|
| Bwx Technologies (BWXT) | 0.4 | $2.1M | -3% | 15k | 137.00 |
|
| Emerson Electric (EMR) | 0.4 | $2.0M | 13k | 155.10 |
|
|
| Cme (CME) | 0.4 | $2.0M | 7.6k | 261.98 |
|
|
| Eagle Materials (EXP) | 0.4 | $1.9M | +43% | 11k | 171.02 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.8M | -2% | 13k | 136.04 |
|
| Pepsi (PEP) | 0.3 | $1.8M | -21% | 14k | 126.72 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $1.7M | -5% | 12k | 142.57 |
|
| Amazon (AMZN) | 0.3 | $1.6M | -4% | 6.3k | 249.15 |
|
| Freeport Mcmoran CL B (FCX) | 0.3 | $1.5M | -2% | 21k | 70.00 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $1.4M | -3% | 2.1k | 656.71 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.4M | 9.4k | 145.28 |
|
|
| Lattice Semiconductor (LSCC) | 0.3 | $1.3M | -12% | 11k | 125.62 |
|
| S&p Global (SPGI) | 0.3 | $1.3M | -6% | 3.4k | 394.47 |
|
| Pentair SHS (PNR) | 0.3 | $1.3M | -13% | 25k | 52.99 |
|
| PNC Financial Services (PNC) | 0.3 | $1.3M | 6.0k | 222.26 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $1.3M | -48% | 6.1k | 211.08 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $1.2M | 13k | 94.17 |
|
|
| Analog Devices (ADI) | 0.2 | $1.1M | -2% | 2.8k | 396.71 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $1.1M | 3.1k | 344.00 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.1M | 2.8k | 380.84 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $1.1M | 4.0k | 264.74 |
|
|
| EastGroup Properties (EGP) | 0.2 | $1.0M | -31% | 5.1k | 197.45 |
|
| Northern Trust Corporation (NTRS) | 0.2 | $987k | 5.8k | 169.36 |
|
|
| Merck & Co (MRK) | 0.2 | $943k | 6.5k | 145.31 |
|
|
| W.R. Berkley Corporation (WRB) | 0.2 | $900k | 13k | 67.54 |
|
|
| Valero Energy Corporation (VLO) | 0.2 | $883k | 2.3k | 387.61 |
|
|
| Intuit (INTU) | 0.2 | $871k | -21% | 3.2k | 275.71 |
|
| AutoZone (AZO) | 0.2 | $832k | 294.00 | 2830.02 |
|
|
| PerkinElmer (RVTY) | 0.2 | $822k | 5.4k | 152.89 |
|
|
| Hexcel Corporation (HXL) | 0.2 | $799k | 9.5k | 83.92 |
|
|
| Honeywell International (HON) | 0.1 | $768k | 3.6k | 210.94 |
|
|
| Spdr Series Trust St Str Sp Pharma (XPH) | 0.1 | $732k | -57% | 11k | 65.00 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $728k | 1.1k | 675.05 |
|
|
| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 0.1 | $724k | 9.6k | 75.72 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $718k | 3.7k | 195.75 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $705k | +2% | 7.2k | 97.43 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.1 | $698k | -3% | 9.5k | 73.47 |
|
| Citigroup Com New (C) | 0.1 | $696k | 5.4k | 129.48 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $696k | 1.4k | 508.55 |
|
|
| Citizens Financial (CFG) | 0.1 | $682k | 11k | 63.76 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $666k | 870.00 | 765.85 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $659k | 12k | 54.86 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $598k | 4.6k | 128.93 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $574k | 3.2k | 179.00 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $563k | -4% | 4.5k | 125.26 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $557k | -13% | 2.3k | 239.94 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $526k | 711.00 | 739.77 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $522k | +20% | 1.2k | 429.71 |
|
| Honeywell Aerospace (HONA) | 0.1 | $521k | -7% | 3.4k | 154.97 |
|
| Nike CL B (NKE) | 0.1 | $515k | -14% | 15k | 35.40 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.1 | $505k | NEW | 3.1k | 162.75 |
|
| Tetra Tech (TTEK) | 0.1 | $498k | 15k | 32.95 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $480k | +38% | 3.3k | 144.63 |
|
| Micron Technology (MU) | 0.1 | $479k | 450.00 | 1065.11 |
|
|
| Target Corporation (TGT) | 0.1 | $477k | 3.0k | 156.69 |
|
|
| AmerisourceBergen (COR) | 0.1 | $474k | 1.6k | 300.30 |
|
|
| Anthem (ELV) | 0.1 | $474k | 1.2k | 388.82 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $463k | -7% | 7.2k | 64.32 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $453k | -24% | 4.1k | 109.38 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $447k | 8.9k | 50.53 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $427k | 2.6k | 166.28 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $427k | -7% | 1.3k | 328.51 |
|
| L3harris Technologies (LHX) | 0.1 | $423k | 1.8k | 236.78 |
|
|
| Toll Brothers (TOL) | 0.1 | $407k | 3.0k | 134.75 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $404k | 1.3k | 308.11 |
|
|
| Kroger (KR) | 0.1 | $390k | 6.6k | 58.62 |
|
|
| Moderna (MRNA) | 0.1 | $385k | NEW | 2.0k | 192.57 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $373k | +21% | 4.4k | 85.32 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $370k | +4% | 5.9k | 62.40 |
|
| SYSCO Corporation (SYY) | 0.1 | $364k | 4.7k | 77.96 |
|
|
| Dover Corporation (DOV) | 0.1 | $355k | 1.9k | 187.05 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $341k | 1.5k | 228.39 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $334k | 2.4k | 137.30 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $329k | 3.8k | 85.69 |
|
|
| Amgen (AMGN) | 0.1 | $327k | 775.00 | 421.51 |
|
|
| Delta Air Lines Com New (DAL) | 0.1 | $326k | 3.9k | 83.46 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $324k | -11% | 3.8k | 85.60 |
|
| Trane Technologies SHS (TT) | 0.1 | $316k | 700.00 | 451.98 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $313k | 1.1k | 280.09 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $310k | 785.00 | 395.42 |
|
|
| General American Investors (GAM) | 0.1 | $308k | 4.8k | 63.44 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $298k | -4% | 586.00 | 509.25 |
|
| Lowe's Companies (LOW) | 0.1 | $295k | 1.6k | 184.29 |
|
|
| Huntington Ingalls Inds (HII) | 0.1 | $294k | 1.1k | 267.07 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $287k | 300.00 | 955.42 |
|
|
| Southern Company (SO) | 0.1 | $271k | +3% | 3.3k | 82.89 |
|
| First Solar (FSLR) | 0.1 | $270k | 1.5k | 175.16 |
|
|
| Nextera Energy (NEE) | 0.0 | $258k | NEW | 3.4k | 75.74 |
|
| Proshares Tr Pshs Ultsh 20yrs (TBT) | 0.0 | $255k | 6.0k | 42.49 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $254k | 3.5k | 71.95 |
|
|
| Darden Restaurants (DRI) | 0.0 | $251k | NEW | 1.3k | 193.25 |
|
| International Business Machines (IBM) | 0.0 | $249k | +35% | 1.1k | 219.93 |
|
| Southwest Airlines (LUV) | 0.0 | $246k | 5.9k | 41.64 |
|
|
| Cummins (CMI) | 0.0 | $242k | 469.00 | 516.57 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $223k | 1.2k | 188.08 |
|
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $220k | NEW | 2.8k | 78.42 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $216k | 2.6k | 84.84 |
|
|
| Home Depot (HD) | 0.0 | $212k | 746.00 | 284.49 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $207k | 1.2k | 167.25 |
|
|
| Generac Holdings (GNRC) | 0.0 | $207k | 1.0k | 206.95 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $202k | NEW | 2.5k | 79.38 |
|
| Fortinet (FTNT) | 0.0 | $196k | NEW | 1.1k | 178.76 |
|
| Yum! Brands (YUM) | 0.0 | $192k | 1.4k | 136.34 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $189k | NEW | 4.1k | 46.04 |
|
| Hess Midstream Cl A Shs (HESM) | 0.0 | $187k | NEW | 5.0k | 37.37 |
|
| Waters Corporation (WAT) | 0.0 | $182k | NEW | 413.00 | 439.39 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $180k | NEW | 2.4k | 75.39 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.0 | $180k | NEW | 631.00 | 284.49 |
|
| ConocoPhillips (COP) | 0.0 | $178k | NEW | 1.4k | 125.15 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $176k | NEW | 3.5k | 50.47 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $168k | NEW | 240.00 | 700.73 |
|
| Deere & Company (DE) | 0.0 | $167k | NEW | 248.00 | 671.55 |
|
| Metropcs Communications (TMUS) | 0.0 | $166k | -55% | 1.0k | 163.08 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $159k | NEW | 88.00 | 1811.67 |
|
| Pfizer (PFE) | 0.0 | $159k | NEW | 5.6k | 28.52 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $151k | NEW | 248.00 | 606.81 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $148k | NEW | 1.0k | 148.22 |
|
| M&T Bank Corporation (MTB) | 0.0 | $145k | NEW | 666.00 | 217.60 |
|
| Expedia Group Com New (EXPE) | 0.0 | $144k | NEW | 548.00 | 263.36 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $143k | NEW | 1.5k | 96.88 |
|
| Enterprise Products Partners (EPD) | 0.0 | $143k | NEW | 4.0k | 35.61 |
|
| Humana (HUM) | 0.0 | $142k | NEW | 373.00 | 381.57 |
|
| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $141k | NEW | 1.7k | 85.11 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $140k | NEW | 987.00 | 142.26 |
|
| Boeing Company (BA) | 0.0 | $138k | NEW | 743.00 | 186.05 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.0 | $131k | NEW | 350.00 | 374.24 |
|
| Caterpillar (CAT) | 0.0 | $129k | NEW | 159.00 | 810.79 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $127k | NEW | 3.1k | 41.60 |
|
| Unilever Spon Adr New (UL) | 0.0 | $127k | NEW | 2.1k | 60.73 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $126k | NEW | 1.0k | 125.66 |
|
| Advanced Micro Devices (AMD) | 0.0 | $124k | NEW | 203.00 | 611.76 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $124k | NEW | 1.3k | 94.32 |
|
| Walt Disney Company (DIS) | 0.0 | $122k | NEW | 1.2k | 104.90 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $121k | NEW | 112.00 | 1082.61 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $121k | NEW | 826.00 | 146.48 |
|
| McDonald's Corporation (MCD) | 0.0 | $118k | NEW | 509.00 | 230.94 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $117k | NEW | 2.2k | 53.40 |
|
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.0 | $111k | 15k | 7.31 |
|
|
| Qualcomm (QCOM) | 0.0 | $110k | NEW | 600.00 | 184.04 |
|
| General Mills (GIS) | 0.0 | $109k | NEW | 3.4k | 32.16 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $109k | NEW | 200.00 | 546.17 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $109k | NEW | 5.5k | 19.77 |
|
| Fortive (FTV) | 0.0 | $109k | NEW | 2.0k | 54.81 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $103k | NEW | 1.1k | 93.44 |
|
| Natera (NTRA) | 0.0 | $99k | NEW | 240.00 | 413.31 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $97k | NEW | 995.00 | 97.44 |
|
| At&t (T) | 0.0 | $96k | NEW | 3.9k | 24.40 |
|
| Automatic Data Processing (ADP) | 0.0 | $96k | NEW | 370.00 | 258.06 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $95k | NEW | 1.7k | 55.00 |
|
| Global Partners Com Units (GLP) | 0.0 | $93k | NEW | 2.0k | 46.30 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $92k | NEW | 400.00 | 230.24 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $90k | NEW | 3.0k | 30.00 |
|
| Prudential Financial (PRU) | 0.0 | $86k | NEW | 754.00 | 113.58 |
|
| Intercontinental Exchange (ICE) | 0.0 | $84k | NEW | 553.00 | 152.03 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $82k | NEW | 525.00 | 156.44 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.0 | $80k | NEW | 505.00 | 157.68 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $77k | NEW | 3.6k | 21.76 |
|
| General Motors Company (GM) | 0.0 | $77k | NEW | 1.0k | 77.00 |
|
| Philip Morris International (PM) | 0.0 | $76k | NEW | 400.00 | 190.82 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $74k | NEW | 803.00 | 92.36 |
|
| Verizon Communications (VZ) | 0.0 | $74k | NEW | 1.6k | 45.87 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $73k | NEW | 1.4k | 54.40 |
|
| Align Technology (ALGN) | 0.0 | $73k | NEW | 500.00 | 145.35 |
|
| 3M Company (MMM) | 0.0 | $73k | NEW | 442.00 | 164.15 |
|
| Primerica (PRI) | 0.0 | $70k | NEW | 256.00 | 272.39 |
|
| Simon Property (SPG) | 0.0 | $69k | NEW | 345.00 | 200.76 |
|
| Manhattan Associates (MANH) | 0.0 | $69k | NEW | 348.00 | 198.70 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $69k | NEW | 295.00 | 233.07 |
|
| Charles River Laboratories (CRL) | 0.0 | $69k | NEW | 233.00 | 295.01 |
|
| Cigna Corp (CI) | 0.0 | $68k | NEW | 251.00 | 271.83 |
|
| Proshares Tr Ii Ultra Silver New (AGQ) | 0.0 | $68k | NEW | 1.0k | 66.90 |
|
| BP Sponsored Adr (BP) | 0.0 | $68k | NEW | 1.5k | 43.99 |
|
| Materion Corporation (MTRN) | 0.0 | $67k | NEW | 250.00 | 269.59 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $67k | NEW | 384.00 | 173.84 |
|
| Us Bancorp Com New (USB) | 0.0 | $64k | NEW | 1.1k | 57.76 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $64k | NEW | 272.00 | 233.31 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $63k | NEW | 416.00 | 152.07 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $63k | NEW | 300.00 | 208.48 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $62k | NEW | 2.2k | 27.96 |
|
| Oge Energy Corp (OGE) | 0.0 | $61k | NEW | 1.4k | 45.42 |
|
| Century Aluminum Company (CENX) | 0.0 | $61k | NEW | 1.7k | 35.98 |
|
| HEICO Corporation (HEI) | 0.0 | $61k | NEW | 200.00 | 303.40 |
|
| CarMax (KMX) | 0.0 | $61k | NEW | 1.1k | 55.11 |
|
| Tesla Motors (TSLA) | 0.0 | $60k | NEW | 170.00 | 354.81 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $59k | NEW | 930.00 | 63.70 |
|
| Goldman Sachs (GS) | 0.0 | $59k | NEW | 65.00 | 900.37 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $58k | NEW | 800.00 | 72.87 |
|
| Iron Mountain (IRM) | 0.0 | $58k | NEW | 525.00 | 110.95 |
|
| Totalenergies Se Act (TTE) | 0.0 | $58k | NEW | 678.00 | 85.50 |
|
| O'reilly Automotive (ORLY) | 0.0 | $58k | NEW | 675.00 | 85.41 |
|
| Invesco Van Kampen Muni Opp Trust (VMO) | 0.0 | $57k | NEW | 6.8k | 8.35 |
|
| Deutsche Bk Ag London Brh Db Gold Dbl Lng (DGP) | 0.0 | $56k | NEW | 380.00 | 148.37 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $56k | NEW | 1.0k | 56.32 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.0 | $56k | NEW | 260.00 | 216.08 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.0 | $56k | NEW | 618.00 | 90.11 |
|
| Dominion Resources (D) | 0.0 | $55k | NEW | 900.00 | 60.52 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $53k | NEW | 934.00 | 56.32 |
|
| Gra (GGG) | 0.0 | $52k | NEW | 679.00 | 76.84 |
|
| Carlyle Group (CG) | 0.0 | $48k | NEW | 1.2k | 39.66 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $48k | NEW | 647.00 | 74.05 |
|
| Owens Corning (OC) | 0.0 | $47k | NEW | 400.00 | 116.74 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $47k | NEW | 854.00 | 54.51 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $47k | NEW | 927.00 | 50.21 |
|
| Murphy Oil Corporation (MUR) | 0.0 | $46k | NEW | 1.3k | 37.02 |
|
| PPL Corporation (PPL) | 0.0 | $46k | NEW | 1.4k | 32.89 |
|
| Ralliant Corp (RAL) | 0.0 | $46k | NEW | 658.00 | 69.17 |
|
| Prologis (PLD) | 0.0 | $44k | NEW | 338.00 | 129.84 |
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $42k | NEW | 888.00 | 46.91 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $41k | NEW | 575.00 | 71.56 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $41k | NEW | 350.00 | 117.53 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $41k | NEW | 272.00 | 150.86 |
|
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $41k | NEW | 620.00 | 65.43 |
|
| Apollo Global Mgmt (APO) | 0.0 | $40k | NEW | 346.00 | 116.06 |
|
| Key (KEY) | 0.0 | $40k | NEW | 2.0k | 20.07 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $39k | NEW | 312.00 | 125.74 |
|
| TFS Financial Corporation (TFSL) | 0.0 | $39k | NEW | 2.4k | 16.20 |
|
| Acushnet Holdings Corp (GOLF) | 0.0 | $39k | NEW | 471.00 | 82.50 |
|
| Ishares Tr Esg Sele Scr Etf (XJR) | 0.0 | $39k | NEW | 800.00 | 48.28 |
|
| Corteva (CTVA) | 0.0 | $38k | NEW | 488.00 | 77.65 |
|
| SLB Com Stk (SLB) | 0.0 | $38k | NEW | 775.00 | 48.72 |
|
| Hp (HPQ) | 0.0 | $38k | NEW | 1.2k | 31.28 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $38k | NEW | 244.00 | 153.77 |
|
| Northwest Bancshares (NWBI) | 0.0 | $37k | NEW | 2.5k | 14.84 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $37k | NEW | 127.00 | 288.46 |
|
| Bank of America Corporation (BAC) | 0.0 | $36k | NEW | 654.00 | 54.43 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $34k | NEW | 400.00 | 84.30 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $33k | NEW | 290.00 | 114.01 |
|
| Lgi Homes (LGIH) | 0.0 | $33k | NEW | 700.00 | 46.64 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $32k | NEW | 66.00 | 483.48 |
|
| First Tr Exchange-traded A Com Shs (FEX) | 0.0 | $32k | NEW | 238.00 | 132.60 |
|
| National Health Investors (NHI) | 0.0 | $31k | NEW | 475.00 | 65.63 |
|
| Hershey Company (HSY) | 0.0 | $31k | NEW | 196.00 | 157.61 |
|
| Verisign (VRSN) | 0.0 | $31k | NEW | 108.00 | 282.02 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $30k | NEW | 768.00 | 39.44 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $30k | NEW | 480.00 | 61.50 |
|
| UnitedHealth (UNH) | 0.0 | $29k | NEW | 80.00 | 367.09 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $29k | NEW | 72.00 | 406.64 |
|
| Immunitybio (IBRX) | 0.0 | $29k | NEW | 3.1k | 9.44 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $29k | NEW | 315.00 | 92.01 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $28k | NEW | 176.00 | 157.85 |
|
| Equifax (EFX) | 0.0 | $27k | NEW | 200.00 | 137.24 |
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $27k | NEW | 208.00 | 129.89 |
|
| D.R. Horton (DHI) | 0.0 | $27k | NEW | 196.00 | 136.65 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $27k | NEW | 145.00 | 184.64 |
|
| Rli (RLI) | 0.0 | $27k | NEW | 480.00 | 55.31 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $26k | NEW | 150.00 | 175.98 |
|
| Genuine Parts Company (GPC) | 0.0 | $25k | NEW | 200.00 | 125.74 |
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $25k | NEW | 1.5k | 16.44 |
|
| Alexander's (ALX) | 0.0 | $25k | NEW | 100.00 | 246.50 |
|
| Capital One Financial (COF) | 0.0 | $25k | NEW | 127.00 | 193.07 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $24k | NEW | 210.00 | 116.17 |
|
| Cerebras Systems Com Cl A (CBRS) | 0.0 | $22k | NEW | 126.00 | 177.65 |
|
| Krispy Kreme (DNUT) | 0.0 | $22k | NEW | 7.5k | 2.87 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $21k | NEW | 444.00 | 48.17 |
|
| Firstcash Holdings (FCFS) | 0.0 | $21k | NEW | 100.00 | 211.23 |
|
| Kkr & Co (KKR) | 0.0 | $21k | NEW | 228.00 | 91.30 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $20k | NEW | 63.00 | 323.29 |
|
| Linde SHS (LIN) | 0.0 | $20k | NEW | 42.00 | 474.67 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.0 | $20k | NEW | 213.00 | 92.05 |
|
| Mobility Global Com Shs (MBGL) | 0.0 | $20k | NEW | 1.1k | 17.15 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $19k | NEW | 87.00 | 222.24 |
|
| NVR (NVR) | 0.0 | $19k | NEW | 3.00 | 6154.67 |
|
| Sabra Health Care REIT (SBRA) | 0.0 | $18k | NEW | 900.00 | 19.72 |
|
| Tractor Supply Company (TSCO) | 0.0 | $18k | NEW | 565.00 | 31.29 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $17k | NEW | 500.00 | 34.88 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $17k | NEW | 191.00 | 91.12 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $17k | NEW | 204.00 | 84.08 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $17k | NEW | 200.00 | 82.97 |
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $17k | NEW | 200.00 | 82.76 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $16k | NEW | 500.00 | 31.95 |
|
| Warner Bros Discovery Com Ser A | 0.0 | $15k | NEW | 488.00 | 30.95 |
|
| American Electric Power Company (AEP) | 0.0 | $15k | NEW | 125.00 | 118.64 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $15k | NEW | 52.00 | 277.90 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $14k | NEW | 178.00 | 81.16 |
|
| Ingersoll Rand (IR) | 0.0 | $14k | NEW | 191.00 | 75.12 |
|
| Yum China Holdings (YUMC) | 0.0 | $14k | NEW | 348.00 | 41.10 |
|
| Four Corners Ppty Tr (FCPT) | 0.0 | $14k | NEW | 649.00 | 21.76 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $13k | NEW | 880.00 | 14.94 |
|
| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 0.0 | $13k | NEW | 314.00 | 40.41 |
|
| Fifth Third Ban (FITB) | 0.0 | $13k | NEW | 250.00 | 50.58 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $12k | NEW | 207.00 | 57.82 |
|
| Exelon Corporation (EXC) | 0.0 | $12k | NEW | 295.00 | 40.40 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $11k | NEW | 200.00 | 55.32 |
|
| Akamai Technologies (AKAM) | 0.0 | $10k | NEW | 97.00 | 106.35 |
|
| Constellation Energy (CEG) | 0.0 | $10k | NEW | 40.00 | 254.03 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $8.9k | NEW | 209.00 | 42.69 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $8.8k | NEW | 18.00 | 487.39 |
|
| Ge Vernova (GEV) | 0.0 | $8.6k | NEW | 9.00 | 950.56 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $8.3k | NEW | 11.00 | 758.27 |
|
| International Paper Company (IP) | 0.0 | $8.3k | NEW | 250.00 | 33.17 |
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $8.2k | NEW | 80.00 | 102.29 |
|
| Clorox Company (CLX) | 0.0 | $8.1k | NEW | 100.00 | 81.01 |
|
| Nektar Therapeutics Com New (NKTR) | 0.0 | $8.1k | NEW | 133.00 | 60.55 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $7.9k | NEW | 90.00 | 88.16 |
|
| Ge Aerospace Com New (GE) | 0.0 | $7.8k | NEW | 25.00 | 312.32 |
|
| Eversource Energy (ES) | 0.0 | $7.6k | NEW | 119.00 | 64.17 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $7.4k | NEW | 532.00 | 13.83 |
|
| Sempra Energy (SRE) | 0.0 | $7.0k | NEW | 90.00 | 77.97 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $6.9k | NEW | 212.00 | 32.63 |
|
| Intel Corporation (INTC) | 0.0 | $6.9k | NEW | 57.00 | 120.25 |
|
| Match Group (MTCH) | 0.0 | $6.0k | NEW | 150.00 | 40.15 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $6.0k | NEW | 218.00 | 27.47 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $5.5k | NEW | 70.00 | 78.31 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $5.2k | NEW | 175.00 | 29.61 |
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $5.1k | NEW | 161.00 | 31.70 |
|
| Servicenow (NOW) | 0.0 | $4.8k | NEW | 36.00 | 134.03 |
|
| Viatris (VTRS) | 0.0 | $4.8k | NEW | 271.00 | 17.70 |
|
| Pinterest Cl A (PINS) | 0.0 | $4.7k | NEW | 250.00 | 18.89 |
|
| Paychex (PAYX) | 0.0 | $4.3k | NEW | 44.00 | 98.50 |
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $4.2k | NEW | 59.00 | 71.85 |
|
| Global X Fds Global X Copper (COPX) | 0.0 | $4.2k | NEW | 50.00 | 84.70 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $4.2k | NEW | 100.00 | 41.83 |
|
| Haleon Spon Ads (HLN) | 0.0 | $4.1k | NEW | 455.00 | 9.00 |
|
| Bce Com New (BCE) | 0.0 | $4.1k | NEW | 200.00 | 20.34 |
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.0 | $4.0k | NEW | 200.00 | 20.14 |
|
| Travel Leisure Ord (TNL) | 0.0 | $3.7k | NEW | 59.00 | 61.88 |
|
| Ondas Com New (ONDS) | 0.0 | $3.5k | NEW | 475.00 | 7.33 |
|
| Coca-Cola Company (KO) | 0.0 | $3.4k | NEW | 39.00 | 86.10 |
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $3.1k | NEW | 177.00 | 17.79 |
|
| Trilogy Metals (TMQ) | 0.0 | $3.1k | NEW | 1.0k | 3.10 |
|
| Avis Budget (CAR) | 0.0 | $3.1k | NEW | 29.00 | 106.69 |
|
| Ford Motor Company (F) | 0.0 | $3.0k | NEW | 250.00 | 12.06 |
|
| Dow (DOW) | 0.0 | $2.8k | NEW | 100.00 | 27.54 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $2.6k | NEW | 9.00 | 290.44 |
|
| Golub Capital BDC (GBDC) | 0.0 | $2.5k | NEW | 200.00 | 12.63 |
|
| Varonis Sys (VRNS) | 0.0 | $2.5k | NEW | 53.00 | 47.45 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $2.0k | NEW | 18.00 | 110.94 |
|
| Twilio Cl A (TWLO) | 0.0 | $1.8k | NEW | 6.00 | 292.50 |
|
| Barings Bdc (BBDC) | 0.0 | $1.7k | NEW | 200.00 | 8.62 |
|
| Zoetis Cl A (ZTS) | 0.0 | $1.4k | NEW | 20.00 | 69.85 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $1.3k | NEW | 7.00 | 187.14 |
|
| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $1.1k | NEW | 20.00 | 54.30 |
|
| Callaway Golf Company (CALY) | 0.0 | $987.000000 | NEW | 70.00 | 14.10 |
|
| First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI) | 0.0 | $937.002000 | NEW | 44.00 | 21.30 |
|
| Geron Corporation (GERN) | 0.0 | $861.000000 | NEW | 700.00 | 1.23 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $759.999400 | NEW | 47.00 | 16.17 |
|
| Hain Celestial (HAIN) | 0.0 | $744.047500 | NEW | 1.5k | 0.49 |
|
| Reddit Cl A (RDDT) | 0.0 | $570.000000 | NEW | 4.00 | 142.50 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $523.000000 | NEW | 8.00 | 65.38 |
|
| C3 Ai Cl A (AI) | 0.0 | $462.000000 | NEW | 42.00 | 11.00 |
|
| Wabtec Corporation (WAB) | 0.0 | $288.000000 | NEW | 1.00 | 288.00 |
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $286.000000 | NEW | 2.00 | 143.00 |
|
| Vontier Corporation (VNT) | 0.0 | $252.000000 | NEW | 8.00 | 31.50 |
|
| Amentum Holdings (AMTM) | 0.0 | $235.999400 | NEW | 13.00 | 18.15 |
|
| Lumen Technologies (LUMN) | 0.0 | $235.998000 | NEW | 42.00 | 5.62 |
|
| Tapestry (TPR) | 0.0 | $231.000000 | NEW | 2.00 | 115.50 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $26.000000 | NEW | 1.00 | 26.00 |
|
| Cabaletta Bio (CABA) | 0.0 | $18.000000 | NEW | 9.00 | 2.00 |
|
Past Filings by Compass Wealth Management
SEC 13F filings are viewable for Compass Wealth Management going back to 2022
- Compass Wealth Management 2026 Q3 filed Oct. 22, 2026
- Compass Wealth Management 2026 Q2 filed Aug. 10, 2026
- Compass Wealth Management 2026 Q1 filed April 21, 2026
- Compass Wealth Management 2025 Q4 filed Feb. 11, 2026
- Compass Wealth Management 2025 Q3 filed Nov. 7, 2025
- Compass Wealth Management 2025 Q3 filed Oct. 31, 2025
- Compass Wealth Management 2025 Q2 filed Aug. 8, 2025
- Compass Wealth Management 2025 Q1 filed April 29, 2025
- Compass Wealth Management 2024 Q4 filed Jan. 21, 2025
- Compass Wealth Management 2024 Q3 filed Oct. 16, 2024
- Compass Wealth Management 2024 Q2 filed July 16, 2024
- Compass Wealth Management 2024 Q1 filed April 5, 2024
- Compass Wealth Management 2023 Q4 filed Jan. 4, 2024
- Compass Wealth Management 2023 Q3 filed Oct. 25, 2023
- Compass Wealth Management 2023 Q2 restated filed July 27, 2023
- Compass Wealth Management 2023 Q2 filed July 21, 2023