$0 is the total value of COMPASS FINANCIAL ADVISORS LLC's 0 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | Nonenone | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 6 | Q1 2023 | 5.4% |
| APPLE INC | 6 | Q1 2023 | 4.5% |
| JPMORGAN CHASE & CO | 6 | Q1 2023 | 3.3% |
| MICROSOFT CORP | 6 | Q1 2023 | 2.7% |
| VANGUARD SCOTTSDALE FDS | 6 | Q1 2023 | 2.5% |
| EXXON MOBIL CORP | 6 | Q1 2023 | 2.5% |
| JOHNSON & JOHNSON | 6 | Q1 2023 | 2.2% |
| BRISTOL-MYERS SQUIBB CO | 6 | Q1 2023 | 2.2% |
| AMAZON COM INC | 6 | Q1 2023 | 2.2% |
| NVIDIA CORPORATION | 6 | Q1 2023 | 2.6% |
View COMPASS FINANCIAL ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-24 |
View COMPASS FINANCIAL ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.