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Home > Institutional Investor > Compass Financial Services Inc > 13F Holdings

Instuitional Investor - Compass Financial Services Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 523,627 $36,098,758 20.43%
2.
Jpmorgan
 513,123 $25,846,018 14.63%
3.
Wisdomtree Trust
 310,800 $25,153,039 14.24%
4.
First Trust
 313,390 $15,735,308 8.9%
5.
Invesco Nasdaq
 52,714 $11,093,539 6.28%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)