Compton Wealth Advisory Group as of Sept. 30, 2020
Portfolio Holdings for Compton Wealth Advisory Group
Compton Wealth Advisory Group holds 61 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 8.2 | $11M | 219k | 50.45 | |
Vanguard Specialized Funds Div App Etf (VIG) | 7.2 | $9.6M | 75k | 128.65 | |
Apple (AAPL) | 5.4 | $7.3M | 63k | 115.82 | |
Vanguard Index Fds Small Cp Etf (VB) | 5.2 | $7.0M | 45k | 153.81 | |
Ishares Tr Rus Tp200 Vl Etf (IWX) | 4.9 | $6.5M | 128k | 51.07 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 4.2 | $5.6M | 98k | 57.38 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.2 | $5.6M | 64k | 88.23 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.2 | $5.6M | 67k | 83.05 | |
Vanguard Index Fds Value Etf (VTV) | 3.8 | $5.1M | 49k | 104.52 | |
Amazon (AMZN) | 3.7 | $5.0M | 1.6k | 3148.55 | |
Microsoft Corporation (MSFT) | 3.2 | $4.2M | 20k | 210.35 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.9 | $3.9M | 21k | 180.16 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.1 | $2.9M | 26k | 108.13 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $2.8M | 1.9k | 1465.77 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.1 | $2.8M | 27k | 101.37 | |
UnitedHealth (UNH) | 2.0 | $2.7M | 8.8k | 311.74 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $2.5M | 11k | 231.04 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.7 | $2.3M | 19k | 121.36 | |
Facebook Cl A (META) | 1.6 | $2.2M | 8.4k | 261.94 | |
Visa Com Cl A (V) | 1.6 | $2.1M | 11k | 200.00 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $2.1M | 22k | 96.28 | |
salesforce (CRM) | 1.3 | $1.7M | 6.9k | 251.34 | |
Ishares Tr Rus Top 200 Etf (IWL) | 1.2 | $1.7M | 21k | 81.22 | |
Disney Walt Com Disney (DIS) | 1.2 | $1.6M | 13k | 124.05 | |
Home Depot (HD) | 1.1 | $1.5M | 5.4k | 277.70 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.4M | 6.6k | 212.94 | |
Honeywell International (HON) | 1.1 | $1.4M | 8.6k | 164.64 | |
Cummins (CMI) | 1.0 | $1.4M | 6.6k | 211.14 | |
Netflix (NFLX) | 1.0 | $1.4M | 2.8k | 500.18 | |
Nike CL B (NKE) | 1.0 | $1.3M | 10k | 125.54 | |
Bank of America Corporation (BAC) | 1.0 | $1.3M | 54k | 24.09 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.0 | $1.3M | 31k | 40.91 | |
Lockheed Martin Corporation (LMT) | 0.9 | $1.2M | 3.1k | 383.13 | |
Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.8 | $1.1M | 18k | 60.17 | |
Johnson & Johnson (JNJ) | 0.8 | $1.1M | 7.1k | 148.83 | |
Cisco Systems (CSCO) | 0.8 | $1.0M | 26k | 39.39 | |
Amgen (AMGN) | 0.7 | $986k | 3.9k | 254.12 | |
Starbucks Corporation (SBUX) | 0.7 | $919k | 11k | 85.96 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $861k | 4.0k | 214.93 | |
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.6 | $860k | 5.1k | 168.53 | |
Broadcom (AVGO) | 0.6 | $837k | 2.3k | 364.39 | |
Wal-Mart Stores (WMT) | 0.6 | $828k | 5.9k | 139.96 | |
O'reilly Automotive (ORLY) | 0.6 | $806k | 1.7k | 460.83 | |
American Tower Reit (AMT) | 0.6 | $780k | 3.2k | 241.79 | |
Chevron Corporation (CVX) | 0.6 | $765k | 11k | 71.97 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $584k | 2.4k | 239.34 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $576k | 9.3k | 62.08 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $543k | 13k | 43.27 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $533k | 2.5k | 216.75 | |
Eli Lilly & Co. (LLY) | 0.4 | $498k | 3.4k | 148.04 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $489k | 333.00 | 1468.47 | |
Dominion Resources (D) | 0.4 | $479k | 6.1k | 78.98 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $476k | 2.7k | 176.30 | |
Nextera Energy (NEE) | 0.3 | $463k | 1.7k | 277.41 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $433k | 3.9k | 110.66 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $425k | 1.3k | 335.97 | |
Abbott Laboratories (ABT) | 0.3 | $339k | 3.1k | 108.76 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $292k | 595.00 | 490.76 | |
Coca-Cola Company (KO) | 0.2 | $275k | 5.6k | 49.36 | |
Abbvie (ABBV) | 0.2 | $269k | 3.1k | 87.68 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $236k | 697.00 | 338.59 |