Compass Financial Group, INC/SD has disclosed 93 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 $509.00 Mil. The turnover rate is 13%.
In Compass Financial Group, INC/SD's current portfolio as of 2024-09-30, the top 5 holdings are
Vanguard Consumer Staples ETF (VDC), Vanguard S&P 500 ETF (VOO), Vanguard Information Technology ETF (VGT), Schwab U.S. Broad Market ETF (SCHB), Vanguard Industrials ETF (VIS), not including call and put options.
Compass Financial Group, INC/SD 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/SD, 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/SD, 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/SD.