Compass Financial Group, Inc. has disclosed 39 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $208.00 Mil. The turnover rate is 2%.
In Compass Financial Group, Inc.'s current portfolio as of 2024-09-30, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), iShares Russell 3000 ETF (IWV), iShares Russell 1000 Growth ETF (IWF), Invesco FTSE RAFI US 1000 ETF (PRF), Janus Henderson AAA CLO ETF (JAAA), not including call and put options.
Compass Financial Group, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Compass Financial Group, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Compass Financial Group, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Compass Financial Group, Inc..