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Home > Institutional Investor > Compass Ion Advisors, Llc > Profile

Instuitional Investor - Compass Ion Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Compass Ion Advisors, Llc
Portfolio Value $1,187,894,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 523,549 $195,933,042 16.49%
2.
Ishares Trust
 HYG 1,172,316 $111,358,293 9.37%
3.
Ishares Tr
 1,881,906 $82,973,236 6.98%
4.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 774,286 $65,101,980 5.48%
5.
Spdr Series Trust
 KRE 539,845 $48,456,473 4.08%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.