Investments: Compass Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
399.106.903 $-7.936.699 $441.329.309 $+28.009.325 $414.031.062 $+33.163.140 $385.843.756 $+385.843.756 $
BANK OF AMERICA CORP /DE/BAC236.419.417 $-21.541.996 $257.961.413 $+5.019.634 $252.941.779 $+19.631.185 $233.310.594 $+233.310.594 $
ALPHA PRO TECH LTDAPT26.743.837 $+5.817.833 $20.926.004 $+5.639.724 $15.286.280 $+3.213.417 $12.072.863 $+12.072.863 $
JPMORGAN CHASE & COJPM12.744.124 $-181.255 $12.925.379 $+700.741 $12.224.638 $+1.898.486 $10.326.152 $+10.326.152 $
V F CORPVFC10.853.226 $+2.332.374 $8.520.852 $+2.062.542 $6.458.310 $+924.938 $5.533.372 $+5.533.372 $
TE Connectivity plcTEL6.276.774 $-1.786.399 $8.063.173 $+1.618.460 $6.444.713 $+1.242.582 $5.202.131 $+5.202.131 $
Option Care Health, Inc.OPCH7.504.592 $+1.062.800 $6.441.792 $+440.202 $6.001.590 $+197.163 $5.804.427 $+5.804.427 $
CHEVRON CORPCVX6.683.027 $-362.061 $7.045.088 $+913.362 $6.131.726 $-1.231.259 $7.362.985 $+7.362.985 $
STARBUCKS CORPSBUX7.336.628 $+636.867 $6.699.761 $+1.264.591 $5.435.170 $+5.278.340 $156.830 $+156.830 $
FISERV INCFISV4.477.482 $-1.203.945 $5.681.427 $-1.591.168 $7.272.595 $+7.272.595 $
MICROSOFT CORPMSFT6.572.396 $-281.361 $6.853.757 $-65.778 $6.919.535 $+1.588.156 $5.331.379 $+5.331.379 $
SCOTTS MIRACLE-GRO COSMG6.898.954 $+1.447.666 $5.451.288 $-610.289 $6.061.577 $+1.992.978 $4.068.599 $+4.068.599 $
AbbVie Inc.ABBV6.306.324 $-368.975 $6.675.299 $+1.333.155 $5.342.144 $-697.270 $6.039.414 $+6.039.414 $
Walmart Inc.WMT6.426.352 $+311.080 $6.115.272 $+271.254 $5.844.018 $+451.956 $5.392.062 $+5.392.062 $
RTX CorpRTX6.384.338 $+381.206 $6.003.132 $+764.518 $5.238.614 $+459.324 $4.779.290 $+4.779.290 $
Phillips 66PSX4.853.453 $-594.421 $5.447.874 $+772.268 $4.675.606 $+2.128.337 $2.547.269 $+2.547.269 $
ELI LILLY & CoLLY4.732.753 $-44.068 $4.776.821 $-284.208 $5.061.029 $+5.061.029 $
PEPSICO INCPEP2.163.134 $+660.706 $1.502.428 $+50.252 $1.452.176 $-3.539.013 $4.991.189 $+4.991.189 $
AMERICAN EXPRESS COAXP4.647.682 $+284.760 $4.362.922 $+34.682 $4.328.240 $+677.231 $3.651.009 $+3.651.009 $
Medtronic plcMDT4.578.700 $+247.280 $4.331.420 $+482.756 $3.848.664 $-466.525 $4.315.189 $+4.315.189 $
Compass Wealth Management LLC4.399.260 $+4.399.260 $
ENTEGRIS INCENTG3.984.688 $+25.526 $3.959.162 $+967.831 $2.991.331 $+1.377.762 $1.613.569 $+1.613.569 $
PENTAIR plcPNR3.516.912 $-359.335 $3.876.247 $+235.429 $3.640.818 $+516.486 $3.124.332 $+3.124.332 $
CITIGROUP INCC1.265.970 $+98.821 $1.167.149 $-47.854 $1.215.003 $-2.606.532 $3.821.535 $+3.821.535 $
LATTICE SEMICONDUCTOR CORPLSCC3.438.909 $+531.771 $2.907.138 $+963.459 $1.943.679 $+538.019 $1.405.660 $+1.405.660 $
FEDEX CORPFDX3.417.503 $+573.398 $2.844.105 $-113.653 $2.957.758 $-354.969 $3.312.727 $+3.312.727 $
SCHWAB CHARLES CORPSCHW3.261.962 $+76.605 $3.185.357 $+82.923 $3.102.434 $+420.013 $2.682.421 $+2.682.421 $
NUCOR CORPNUE2.989.644 $+656.407 $2.333.237 $+98.236 $2.235.001 $-146.571 $2.381.572 $+2.381.572 $
APPFOLIO INCAPPF2.945.875 $+127.712 $2.818.163 $+458.027 $2.360.136 $-46.031 $2.406.167 $+2.406.167 $
Mastercard IncMA2.540.875 $+30.689 $2.510.186 $+71.052 $2.439.134 $+2.439.134 $
POOL CORPPOOL2.307.231 $+1.014.225 $1.293.006 $+1.238.568 $54.438 $+54.438 $
NETFLIX INCNFLX1.970.179 $+1.955.258 $14.921 $+14.921 $
EMERSON ELECTRIC COEMR1.781.899 $-6.216 $1.788.115 $-98.372 $1.886.487 $+304.930 $1.581.557 $+1.581.557 $
NOVARTIS AGNVS1.785.003 $+92.619 $1.692.384 $+80.288 $1.612.096 $+29.080 $1.583.016 $+1.583.016 $
PROCTER & GAMBLE CoPG1.427.409 $-92.504 $1.519.913 $-107.258 $1.627.171 $+1.627.171 $
AUTOZONE INCAZO1.553.067 $+205.527 $1.347.540 $-128.006 $1.475.546 $+1.475.546 $
AMAZON COM INCAMZN1.339.158 $-25.229 $1.364.387 $+218.451 $1.145.936 $+1.145.936 $
NICOLET BANKSHARES INCNIC1.201.890 $-121.028 $1.322.918 $-24.853 $1.347.771 $+143.428 $1.204.343 $+1.204.343 $
FREEPORT-MCMORAN INCFCX1.239.327 $+245.060 $994.267 $-145.882 $1.140.149 $-101.129 $1.241.278 $+1.241.278 $
RIO TINTO PLCRIO1.030.787 $+180.578 $850.209 $+81.419 $768.790 $-23.065 $791.855 $+791.855 $
BERKLEY W R CORPWRB934.770 $-86.652 $1.021.422 $+41.993 $979.429 $+30.795 $948.634 $+948.634 $
Otis Worldwide CorpOTIS869.957 $-72.219 $942.176 $-55.252 $997.428 $+997.428 $
BERKSHIRE HATHAWAY INCBRK-B816.450 $+32.417 $784.033 $-49.455 $833.488 $+833.488 $
NORTHERN TRUST CORPNTRS784.584 $+45.525 $739.059 $+164.028 $575.031 $+575.031 $
ANALOG DEVICES INCADI757.985 $+23.693 $734.292 $+112.140 $622.152 $+622.152 $
BECTON DICKINSON & COBDX607.554 $+44.985 $562.569 $-185.541 $748.110 $+748.110 $
ORACLE CORPORCL741.630 $+135.806 $605.824 $+195.341 $410.483 $+410.483 $
SPS COMMERCE INCSPSC717.339 $+102.192 $615.147 $+271.395 $343.752 $+343.752 $
JOHNSON & JOHNSONJNJ673.817 $+111.391 $562.426 $-48.197 $610.623 $+610.623 $
CARMAX INCKMX312.527 $-349.793 $662.320 $+662.320 $
TARGET CORPTGT304.263 $-46.142 $350.405 $-293.184 $643.589 $+643.589 $
COMCAST CORPCMCSA398.551 $-186.942 $585.493 $+585.493 $
TETRA TECH INCTTEK507.293 $+2.420 $504.873 $-39.022 $543.895 $+101.488 $442.407 $+442.407 $
DIAGEO PLCDEO488.888 $-27.716 $516.604 $-20.236 $536.840 $+536.840 $
KROGER COKR447.940 $-28.706 $476.646 $+26.845 $449.801 $+449.801 $
JETBLUE AIRWAYS CORPJBLU441.334 $+4.253 $437.081 $+7.331 $429.750 $+6.525 $423.225 $+423.225 $
SYSCO CORPSYY384.117 $+30.789 $353.328 $-7.915 $361.243 $+361.243 $
Eaton Corp plcETN377.993 $-417 $378.410 $+90.270 $288.140 $+288.140 $
DOVER CorpDOV316.477 $-31.111 $347.588 $+14.323 $333.265 $+333.265 $
LOCKHEED MARTIN CORPLMT342.459 $+1.587 $340.872 $+5.392 $335.480 $+335.480 $
NVIDIA CORPNVDA310.283 $+60.259 $250.024 $+100.622 $149.402 $+149.402 $
Trane Technologies plcTT295.372 $-10.815 $306.187 $+70.343 $235.844 $+235.844 $
COLGATE PALMOLIVE COCL257.487 $-35.302 $292.789 $-8.270 $301.059 $+301.059 $
SOUTHERN COSO298.526 $+9.261 $289.265 $-378 $289.643 $+289.643 $
CVS HEALTH CorpCVS289.046 $+24.576 $264.470 $-12.221 $276.691 $+276.691 $
DELTA AIR LINES, INC.DAL273.535 $+36.487 $237.048 $+5.096 $231.952 $+231.952 $
Bank of New York Mellon CorpBK261.504 $+42.840 $218.664 $+17.376 $201.288 $+201.288 $
EXXON MOBIL CORPXOM246.021 $+11.017 $235.004 $-24.264 $259.268 $+259.268 $
AMGEN INCAMGN218.705 $+2.317 $216.388 $-40.330 $256.718 $+256.718 $
Parker-Hannifin CorpPH227.445 $+17.904 $209.541 $+27.186 $182.355 $+182.355 $
YUM BRANDS INCYUM214.016 $+5.378 $208.638 $-12.925 $221.563 $+221.563 $
UNITED PARCEL SERVICE INCUPS208.981 $+208.981 $
BlackRock, Inc.BLK191.217 $+191.217 $
HUBBELL INCHUBB186.965 $+186.965 $
AT&T INC.T152.802 $+152.802 $
CONOCOPHILLIPSCOP149.024 $+149.024 $
CUMMINS INCCMI147.004 $+147.004 $
TransDigm Group INCTDG145.768 $+145.768 $
Fortive CorpFTV144.824 $+144.824 $
Veralto CorpVLTO141.693 $+141.693 $
UNILEVER PLCUL140.003 $+140.003 $
MORGAN STANLEYMS138.138 $+138.138 $
BOEING COBA135.758 $+135.758 $
BHP Group LtdBHP134.214 $+134.214 $
PFIZER INCPFE125.586 $+125.586 $
TELEDYNE TECHNOLOGIES INCTDY123.433 $+123.433 $
Archer-Daniels-Midland CoADM122.138 $+122.138 $
Walt Disney CoDIS120.959 $+120.959 $
DEERE & CODE116.399 $+116.399 $
WEYERHAEUSER COWY108.688 $+108.688 $
NEXTERA ENERGY INCNEE103.925 $+103.925 $
LAM RESEARCH CORPLRCX102.507 $+102.507 $
HUMANA INCHUM98.696 $+98.696 $
ATMOS ENERGY CORPATO81.155 $+81.155 $
EQUINOR ASAEQNR80.805 $+80.805 $
MOSAIC COMOS67.525 $+67.525 $
3M COMMM64.913 $+64.913 $
WELLTOWER INC.WELL61.284 $+61.284 $
MANHATTAN ASSOCIATES INCMANH60.218 $+60.218 $
Owens CorningOC57.128 $+57.128 $
GRACO INCGGG56.704 $+56.704 $
MPLX LPMPLX53.520 $+53.520 $
HEICO CORPHEI53.464 $+53.464 $
GLOBAL PARTNERS LPGLP53.380 $+53.380 $
CATERPILLAR INCCAT52.439 $+52.439 $
BP PLCBP51.834 $+51.834 $
PPL CorpPPL50.554 $+50.554 $
QUEST DIAGNOSTICS INCDGX49.914 $+49.914 $
EQUIFAX INCEFX48.712 $+48.712 $
FACTSET RESEARCH SYSTEMS INCFDS46.828 $+46.828 $
Sunoco LPSUN46.448 $+46.448 $
NEW YORK TIMES CONYT46.128 $+46.128 $
ASML HOLDING NVASML45.059 $+45.059 $
UNITEDHEALTH GROUP INCUNH41.900 $+41.900 $
Accenture plcACN39.630 $+39.630 $
MICRON TECHNOLOGY INCMU39.101 $+39.101 $
RLI CORPRLI38.559 $+38.559 $
INTUITIVE SURGICAL INCISRG35.660 $+35.660 $
GOLDMAN SACHS GROUP INCGS35.509 $+35.509 $
MURPHY OIL CORPMUR35.500 $+35.500 $
Duke Energy CORPDUK35.372 $+35.372 $
LEAR CORPLEA34.847 $+34.847 $
HERSHEY COHSY33.522 $+33.522 $
HP INCHPQ33.228 $+33.228 $
Allegion plcALLE31.833 $+31.833 $
DARDEN RESTAURANTS INCDRI31.164 $+31.164 $
ADVANCED MICRO DEVICES INCAMD29.487 $+29.487 $
CHIPOTLE MEXICAN GRILL INCCMG25.105 $+25.105 $
NASDAQ, INC.NDAQ23.896 $+23.896 $
GENUINE PARTS COGPC23.828 $+23.828 $
SHERWIN WILLIAMS COSHW21.999 $+21.999 $
NVR INCNVR21.734 $+21.734 $
TORONTO DOMINION BANKTD20.979 $+20.979 $
MATERION CorpMTRN20.400 $+20.400 $
LINDE PLCLIN19.557 $+19.557 $
VERIZON COMMUNICATIONS INCVZ17.918 $+17.918 $
GSK plcGSK17.201 $+17.201 $
Snap IncSNAP8.710 $+8.710 $
Solventum CorpSOLV8.365 $+8.365 $
GARTNER INCIT7.976 $+7.976 $
Nu Holdings Ltd.NU7.424 $+7.424 $
EVERSOURCE ENERGYES7.392 $+7.392 $
PAYCHEX INCPAYX6.789 $+6.789 $
SEMPRASRE6.423 $+6.423 $
CENTENE CORPCNC6.071 $+6.071 $
MARRIOTT VACATIONS WORLDWIDE CorpVAC5.140 $+5.140 $
Haleon plcHLN4.682 $+4.682 $
BCE INCBCE4.591 $+4.591 $
Viatris IncVTRS3.617 $+3.617 $
FORD MOTOR COF2.508 $+2.508 $
NEKTAR THERAPEUTICSNKTR1.360 $+1.360 $
INTEL CORPINTC1.295 $+1.295 $
MCDONALDS CORPMCD1.250 $+1.250 $
GENERAL ELECTRIC COGE1.201 $+1.201 $
GERON CORPGERN1.113 $+1.113 $
Organon & Co.OGN239 $+239 $
HAIN CELESTIAL GROUP INCHAIN104 $+104 $
399.106.903 $-7.936.699 $441.329.309 $+28.009.325 $414.031.062 $+33.163.140 $385.843.756 $+385.843.756 $
Erweiterte Einstellungen ×