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Exponent shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Exponent (EXPO) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Exponent

Tip: Access up to 7 years of quarterly data

All positions including Exponent held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exponent by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 1.9k 115.28

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Exponent

BlackRock
BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Conestoga Capital Advisors
Neuberger Berman Group
State Street Corporation
Geneva Capital Management
Geode Capital Management
Invesco
Dimensional Fund Advisors
Riverbrige Partners
Morgan Stanley
Wells Fargo & Company
Northern Trust

View all funds holding Exponent