Compton Wealth Advisory Group as of Sept. 30, 2024
Portfolio Holdings for Compton Wealth Advisory Group
Compton Wealth Advisory Group holds 111 positions in its portfolio as reported in the September 2024 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) | 11.9 | $47M | 745k | 63.00 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 7.5 | $30M | 135k | 220.05 | |
Vanguard Specialized Funds Div App Etf (VIG) | 6.5 | $26M | 130k | 198.06 | |
Ishares Tr Rus Tp200 Vl Etf (IWX) | 4.9 | $20M | 240k | 81.27 | |
Vanguard Index Fds Value Etf (VTV) | 4.4 | $17M | 99k | 174.57 | |
Vanguard Index Fds Small Cp Etf (VB) | 4.2 | $17M | 71k | 237.21 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.9 | $15M | 86k | 179.16 | |
Apple (AAPL) | 3.8 | $15M | 64k | 233.00 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 3.1 | $12M | 73k | 167.67 | |
Microsoft Corporation (MSFT) | 2.6 | $10M | 24k | 430.31 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.4 | $9.6M | 40k | 243.47 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $9.4M | 125k | 75.11 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $7.3M | 44k | 165.85 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $7.0M | 133k | 52.81 | |
Amazon (AMZN) | 1.7 | $6.7M | 36k | 186.33 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 1.6 | $6.2M | 65k | 95.75 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $6.2M | 29k | 210.86 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $6.1M | 13k | 460.26 | |
Broadcom (AVGO) | 1.5 | $6.0M | 35k | 172.50 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.5 | $5.9M | 101k | 59.02 | |
UnitedHealth (UNH) | 1.4 | $5.4M | 9.3k | 584.68 | |
Danaher Corporation (DHR) | 1.0 | $4.1M | 15k | 278.02 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $3.8M | 80k | 47.85 | |
Costco Wholesale Corporation (COST) | 0.9 | $3.7M | 4.2k | 886.49 | |
Ge Aerospace Com New (GE) | 0.9 | $3.7M | 20k | 188.58 | |
Home Depot (HD) | 0.9 | $3.6M | 8.9k | 405.22 | |
Vanguard Index Fds Growth Etf (VUG) | 0.9 | $3.4M | 8.8k | 383.94 | |
Oracle Corporation (ORCL) | 0.8 | $3.3M | 19k | 170.40 | |
Metropcs Communications (TMUS) | 0.8 | $3.2M | 16k | 206.37 | |
Visa Com Cl A (V) | 0.8 | $3.2M | 12k | 274.95 | |
Caterpillar (CAT) | 0.7 | $2.9M | 7.4k | 391.14 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $2.7M | 5.3k | 517.78 | |
Wal-Mart Stores (WMT) | 0.6 | $2.6M | 32k | 80.75 | |
Bank of America Corporation (BAC) | 0.6 | $2.6M | 65k | 39.68 | |
Dollar Tree (DLTR) | 0.6 | $2.5M | 35k | 70.32 | |
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.6 | $2.3M | 48k | 49.17 | |
Abbvie (ABBV) | 0.6 | $2.3M | 12k | 197.48 | |
Ishares Tr Rus Top 200 Etf (IWL) | 0.6 | $2.3M | 16k | 140.44 | |
Chevron Corporation (CVX) | 0.6 | $2.2M | 15k | 147.27 | |
salesforce (CRM) | 0.5 | $2.1M | 7.7k | 273.71 | |
Lockheed Martin Corporation (LMT) | 0.5 | $2.1M | 3.6k | 584.53 | |
Pepsi (PEP) | 0.5 | $2.0M | 12k | 170.05 | |
Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.5 | $2.0M | 25k | 79.19 | |
Cisco Systems (CSCO) | 0.5 | $2.0M | 37k | 53.22 | |
Merck & Co (MRK) | 0.5 | $1.9M | 17k | 113.56 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.7M | 8.4k | 200.78 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $1.7M | 3.4k | 493.74 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.7M | 5.9k | 283.18 | |
Procter & Gamble Company (PG) | 0.4 | $1.6M | 9.3k | 173.20 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.5M | 9.0k | 167.19 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $1.4M | 5.4k | 267.37 | |
Johnson & Johnson (JNJ) | 0.4 | $1.4M | 8.8k | 162.07 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $1.4M | 16k | 88.14 | |
Thermo Fisher Scientific (TMO) | 0.3 | $1.3M | 2.1k | 618.68 | |
Morgan Stanley Com New (MS) | 0.3 | $1.3M | 12k | 104.24 | |
Ge Vernova (GEV) | 0.3 | $1.2M | 4.9k | 254.98 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $1.2M | 14k | 83.15 | |
Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.1M | 22k | 49.70 | |
Starbucks Corporation (SBUX) | 0.3 | $1.1M | 11k | 97.49 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.1M | 1.9k | 576.92 | |
Eli Lilly & Co. (LLY) | 0.3 | $1.1M | 1.2k | 885.94 | |
Abbott Laboratories (ABT) | 0.3 | $1.0M | 9.2k | 114.01 | |
Illinois Tool Works (ITW) | 0.3 | $1.0M | 4.0k | 262.07 | |
Manhattan Associates (MANH) | 0.3 | $994k | 3.5k | 281.38 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $907k | 2.4k | 375.35 | |
Kla Corp Com New (KLAC) | 0.2 | $805k | 1.0k | 774.41 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $759k | 8.3k | 91.93 | |
O'reilly Automotive (ORLY) | 0.2 | $754k | 655.00 | 1151.60 | |
Amgen (AMGN) | 0.2 | $726k | 2.3k | 322.21 | |
Trane Technologies SHS (TT) | 0.2 | $725k | 1.9k | 388.73 | |
Group 1 Automotive (GPI) | 0.2 | $715k | 1.9k | 383.04 | |
Ubs Group SHS (UBS) | 0.2 | $698k | 23k | 30.91 | |
Nextera Energy (NEE) | 0.2 | $655k | 7.8k | 84.53 | |
Analog Devices (ADI) | 0.2 | $607k | 2.6k | 230.17 | |
Fortive (FTV) | 0.2 | $595k | 7.5k | 78.93 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $550k | 5.9k | 93.85 | |
Coca-Cola Company (KO) | 0.1 | $546k | 7.6k | 71.86 | |
Teradyne (TER) | 0.1 | $542k | 4.0k | 133.93 | |
Anthem (ELV) | 0.1 | $496k | 954.00 | 520.00 | |
AutoNation (AN) | 0.1 | $492k | 2.8k | 178.92 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $459k | 800.00 | 573.76 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $448k | 1.6k | 281.37 | |
Waste Management (WM) | 0.1 | $445k | 2.1k | 207.63 | |
Henry Schein (HSIC) | 0.1 | $438k | 6.0k | 72.90 | |
D.R. Horton (DHI) | 0.1 | $429k | 2.2k | 190.77 | |
Veralto Corp Com Shs (VLTO) | 0.1 | $419k | 3.7k | 111.86 | |
Check Point Software Tech Lt Ord (CHKP) | 0.1 | $397k | 2.1k | 192.81 | |
Texas Instruments Incorporated (TXN) | 0.1 | $362k | 1.8k | 206.57 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $349k | 2.9k | 119.70 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $343k | 1.4k | 243.06 | |
Norfolk Southern (NSC) | 0.1 | $342k | 1.4k | 248.50 | |
TowneBank (TOWN) | 0.1 | $331k | 10k | 33.06 | |
Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $321k | 5.2k | 62.20 | |
Advanced Energy Industries (AEIS) | 0.1 | $308k | 2.9k | 105.24 | |
Hca Holdings (HCA) | 0.1 | $302k | 742.00 | 406.43 | |
NVIDIA Corporation (NVDA) | 0.1 | $291k | 2.4k | 121.46 | |
Kellogg Company (K) | 0.1 | $278k | 3.4k | 80.71 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $276k | 3.1k | 87.80 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $271k | 5.3k | 51.54 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $257k | 1.8k | 139.49 | |
Colgate-Palmolive Company (CL) | 0.1 | $244k | 2.4k | 103.81 | |
Moody's Corporation (MCO) | 0.1 | $230k | 484.00 | 474.59 | |
Exxon Mobil Corporation (XOM) | 0.1 | $228k | 1.9k | 117.22 | |
3M Company (MMM) | 0.1 | $227k | 1.7k | 136.70 | |
Deere & Company (DE) | 0.1 | $222k | 532.00 | 417.02 | |
S&p Global (SPGI) | 0.1 | $220k | 426.00 | 516.62 | |
American Express Company (AXP) | 0.1 | $215k | 794.00 | 271.20 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $213k | 1.7k | 128.20 | |
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $207k | 4.2k | 48.81 | |
Cabot Corporation (CBT) | 0.1 | $204k | 1.8k | 111.77 | |
Global Payments (GPN) | 0.1 | $204k | 2.0k | 102.42 |