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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 $358,134,471
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 15,271 $17,045,918 4.75%
2.
Invesco Exchange Traded Fd T
 107,579 $16,975,907 4.74%
3.
Jpmorgan Chase & Co
 JPM 53,479 $9,096,780 2.54%
4.
Applied Materials Inc
 AMAT 49,690 $8,053,259 2.24%
5.
Constellation Brands Inc.
 STZ 32,600 $7,881,031 2.2%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)