Compton Wealth Advisory Group as of Dec. 31, 2024
Portfolio Holdings for Compton Wealth Advisory Group
Compton Wealth Advisory Group holds 108 positions in its portfolio as reported in the December 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) | 10.8 | $42M | 729k | 57.41 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 7.6 | $29M | 125k | 235.27 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 6.3 | $24M | 124k | 195.83 | |
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 5.0 | $20M | 247k | 79.03 | |
| Vanguard Index Fds Small Cp Etf (VB) | 4.4 | $17M | 71k | 240.28 | |
| Vanguard Index Fds Value Etf (VTV) | 4.4 | $17M | 100k | 169.30 | |
| Apple (AAPL) | 4.2 | $16M | 65k | 250.42 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.8 | $15M | 84k | 175.23 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 3.5 | $14M | 85k | 161.77 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 3.1 | $12M | 47k | 253.75 | |
| Microsoft Corporation (MSFT) | 2.7 | $10M | 25k | 421.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $8.5M | 45k | 189.30 | |
| Amazon (AMZN) | 2.1 | $8.3M | 38k | 219.39 | |
| Broadcom (AVGO) | 2.1 | $8.3M | 36k | 231.84 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.1 | $8.1M | 139k | 58.18 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $7.2M | 30k | 239.71 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $6.6M | 65k | 101.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $6.3M | 14k | 453.28 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $6.2M | 130k | 47.82 | |
| UnitedHealth (UNH) | 1.2 | $4.7M | 9.2k | 505.88 | |
| Costco Wholesale Corporation (COST) | 1.0 | $3.8M | 4.2k | 916.25 | |
| Visa Com Cl A (V) | 0.9 | $3.7M | 12k | 316.05 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $3.6M | 8.7k | 410.45 | |
| Metropcs Communications (TMUS) | 0.9 | $3.5M | 16k | 220.73 | |
| Home Depot (HD) | 0.9 | $3.4M | 8.8k | 388.99 | |
| Danaher Corporation (DHR) | 0.9 | $3.4M | 15k | 229.55 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $3.4M | 77k | 44.04 | |
| Ge Aerospace Com New (GE) | 0.8 | $3.3M | 20k | 166.79 | |
| Oracle Corporation (ORCL) | 0.8 | $3.2M | 19k | 166.64 | |
| Wal-Mart Stores (WMT) | 0.8 | $3.0M | 33k | 90.35 | |
| Bank of America Corporation (BAC) | 0.7 | $2.7M | 62k | 43.95 | |
| salesforce (CRM) | 0.7 | $2.7M | 8.2k | 334.33 | |
| Caterpillar (CAT) | 0.7 | $2.7M | 7.3k | 362.75 | |
| Dollar Tree (DLTR) | 0.7 | $2.6M | 35k | 74.94 | |
| Ishares Tr Rus Top 200 Etf (IWL) | 0.6 | $2.3M | 16k | 144.71 | |
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.6 | $2.3M | 48k | 48.42 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $2.3M | 5.2k | 444.68 | |
| Chevron Corporation (CVX) | 0.6 | $2.2M | 15k | 144.84 | |
| Cisco Systems (CSCO) | 0.5 | $2.1M | 35k | 59.20 | |
| Abbvie (ABBV) | 0.5 | $2.0M | 11k | 177.70 | |
| Pepsi (PEP) | 0.5 | $1.9M | 12k | 152.06 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.7M | 3.3k | 526.64 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $1.7M | 3.6k | 485.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | 9.0k | 190.44 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.4 | $1.7M | 23k | 75.81 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.7M | 8.4k | 198.18 | |
| Morgan Stanley Com New (MS) | 0.4 | $1.6M | 13k | 125.72 | |
| Procter & Gamble Company (PG) | 0.4 | $1.6M | 9.7k | 167.65 | |
| Merck & Co (MRK) | 0.4 | $1.6M | 16k | 99.48 | |
| Ge Vernova (GEV) | 0.4 | $1.6M | 4.9k | 328.93 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $1.5M | 5.4k | 280.06 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $1.4M | 16k | 88.40 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.2M | 8.1k | 144.62 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $1.1M | 2.1k | 520.31 | |
| Illinois Tool Works (ITW) | 0.3 | $1.0M | 4.0k | 253.56 | |
| Abbott Laboratories (ABT) | 0.3 | $1.0M | 8.9k | 113.11 | |
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $986k | 20k | 49.51 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $970k | 2.4k | 401.54 | |
| Manhattan Associates (MANH) | 0.2 | $955k | 3.5k | 270.24 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $900k | 3.1k | 289.77 | |
| Starbucks Corporation (SBUX) | 0.2 | $898k | 9.8k | 91.25 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $853k | 7.3k | 117.48 | |
| Group 1 Automotive (GPI) | 0.2 | $787k | 1.9k | 421.48 | |
| Eli Lilly & Co. (LLY) | 0.2 | $778k | 1.0k | 772.00 | |
| O'reilly Automotive (ORLY) | 0.2 | $774k | 653.00 | 1185.80 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $758k | 1.3k | 588.82 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $754k | 8.3k | 90.93 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $722k | 10k | 71.91 | |
| Trane Technologies SHS (TT) | 0.2 | $689k | 1.9k | 369.35 | |
| Ubs Group SHS (UBS) | 0.2 | $685k | 23k | 30.32 | |
| Kla Corp Com New (KLAC) | 0.2 | $655k | 1.0k | 630.12 | |
| Nextera Energy (NEE) | 0.2 | $652k | 9.1k | 71.69 | |
| Amgen (AMGN) | 0.2 | $587k | 2.3k | 260.64 | |
| Fortive (FTV) | 0.1 | $566k | 7.5k | 75.00 | |
| Analog Devices (ADI) | 0.1 | $561k | 2.6k | 212.46 | |
| Teradyne (TER) | 0.1 | $509k | 4.0k | 125.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $469k | 800.00 | 586.08 | |
| AutoNation (AN) | 0.1 | $467k | 2.8k | 169.84 | |
| Coca-Cola Company (KO) | 0.1 | $460k | 7.4k | 62.26 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $458k | 5.9k | 78.18 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $452k | 1.6k | 283.85 | |
| Waste Management (WM) | 0.1 | $432k | 2.1k | 201.82 | |
| Henry Schein (HSIC) | 0.1 | $416k | 6.0k | 69.20 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $385k | 2.1k | 186.70 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $382k | 3.7k | 101.85 | |
| Anthem (ELV) | 0.1 | $352k | 954.00 | 368.90 | |
| TowneBank (TOWN) | 0.1 | $341k | 10k | 34.06 | |
| Advanced Energy Industries (AEIS) | 0.1 | $338k | 2.9k | 115.63 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $329k | 5.2k | 63.74 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $329k | 1.8k | 187.51 | |
| NVIDIA Corporation (NVDA) | 0.1 | $321k | 2.4k | 134.31 | |
| D.R. Horton (DHI) | 0.1 | $314k | 2.2k | 139.82 | |
| Norfolk Southern (NSC) | 0.1 | $305k | 1.3k | 234.70 | |
| Kellogg Company (K) | 0.1 | $279k | 3.4k | 80.97 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $269k | 3.1k | 85.66 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $262k | 1.1k | 242.13 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $260k | 5.3k | 49.41 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $250k | 1.8k | 135.37 | |
| American Express Company (AXP) | 0.1 | $236k | 794.00 | 296.79 | |
| Moody's Corporation (MCO) | 0.1 | $229k | 484.00 | 473.37 | |
| Deere & Company (DE) | 0.1 | $225k | 532.00 | 423.40 | |
| Global Payments (GPN) | 0.1 | $223k | 2.0k | 112.06 | |
| Hca Holdings (HCA) | 0.1 | $223k | 742.00 | 300.15 | |
| 3M Company (MMM) | 0.1 | $214k | 1.7k | 129.09 | |
| Colgate-Palmolive Company (CL) | 0.1 | $214k | 2.4k | 90.91 | |
| Ciena Corp Com New (CIEN) | 0.1 | $212k | 2.5k | 84.81 | |
| S&p Global (SPGI) | 0.1 | $212k | 426.00 | 498.03 | |
| TJX Companies (TJX) | 0.1 | $200k | 1.7k | 120.82 |