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Home > Institutional Investor > Compass Wealth Management Llc > Profile

Instuitional Investor - Compass Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Compass Wealth Management Llc
Portfolio Value $392,184,686
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 118,503 $20,528,317 5.23%
2.
Broadcom Inc.
 AVGO 112,572 $18,847,877 4.81%
3.
Jpmorgan Chase & Co
 JPM 42,096 $10,326,152 2.63%
4.
Air Products & Chemicals Inc.
 APD 29,143 $8,594,946 2.19%
5.
Danaher Corp
 DHR 39,764 $8,151,620 2.08%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)