COMPASS FINANCIAL ADVISORS LLC holdings history

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170 is the total number of securities COMPASS FINANCIAL ADVISORS LLC has owned. The longest COMPASS FINANCIAL ADVISORS LLC has owned a single stock is 6 quarters.

COMPASS FINANCIAL ADVISORS LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS664.49%4.95%5.41%Q4 2021Q1 20236
AAPL APPLE INC663.82%4.24%4.49%Q4 2021Q1 20236
JPM JPMORGAN CHASE & CO662.64%2.90%3.34%Q4 2021Q1 20236
MSFT MICROSOFT CORP662.26%2.49%2.72%Q4 2021Q1 20236
VCSH VANGUARD SCOTTSDALE FDS661.86%2.20%2.46%Q4 2021Q1 20236
XOM EXXON MOBIL CORP661.32%1.98%2.49%Q4 2021Q1 20236
JNJ JOHNSON & JOHNSON661.56%1.94%2.18%Q4 2021Q1 20236
BMY BRISTOL-MYERS SQUIBB CO661.45%1.88%2.21%Q4 2021Q1 20236
AMZN AMAZON COM INC661.26%1.83%2.17%Q4 2021Q1 20236
NVDA NVIDIA CORPORATION661.05%1.80%2.56%Q4 2021Q1 20236
SPY SPDR S&P 500 ETF TR661.58%1.68%1.75%Q4 2021Q1 20236
GSY INVESCO ACTIVELY MANAG...661.36%1.62%1.96%Q4 2021Q1 20236
CVX CHEVRON CORP NEW661.00%1.58%1.98%Q4 2021Q1 20236
EVV EATON VANCE LTD DURATI...660.86%1.48%1.84%Q4 2021Q1 20236
MCK MCKESSON CORP661.01%1.44%1.70%Q4 2021Q1 20236
GOOG ALPHABET INC661.18%1.34%1.48%Q4 2021Q1 20236
JBHT HUNT J B TRANS SVCS INC661.14%1.33%1.42%Q4 2021Q1 20236
SPYV SPDR SER TR660.93%1.28%1.52%Q4 2021Q1 20236
VGT VANGUARD WORLD FDS661.06%1.28%1.37%Q4 2021Q1 20236
JPS NUVEEN PFD & INCOME SE...661.02%1.21%1.38%Q4 2021Q1 20236
SPYG SPDR SER TR660.95%1.20%1.40%Q4 2021Q1 20236
CRM SALESFORCE INC660.98%1.20%1.32%Q4 2021Q1 20236
SPT SPROUT SOCIAL INC661.09%1.18%1.30%Q4 2021Q1 20236
FB META PLATFORMS INC660.66%1.18%1.59%Q4 2021Q1 20236
INTC INTEL CORP661.03%1.17%1.34%Q4 2021Q1 20236
ABBV ABBVIE INC660.86%1.17%1.37%Q4 2021Q1 20236
DXCM DEXCOM INC660.86%1.06%1.24%Q4 2021Q1 20236
PFF ISHARES TR660.88%1.02%1.14%Q4 2021Q1 20236
EFA ISHARES TR660.95%1.00%1.02%Q4 2021Q1 20236
GOOGL ALPHABET INC660.78%0.96%1.12%Q4 2021Q1 20236
DHR DANAHER CORPORATION660.36%0.94%1.16%Q4 2021Q1 20236
HD HOME DEPOT INC660.75%0.92%1.06%Q4 2021Q1 20236
WMT WALMART INC660.51%0.90%0.99%Q4 2021Q1 20236
LLY LILLY ELI & CO660.72%0.90%1.05%Q4 2021Q1 20236
VHT VANGUARD WORLD FDS660.69%0.89%1.00%Q4 2021Q1 20236
DUK DUKE ENERGY CORP NEW660.71%0.86%0.96%Q4 2021Q1 20236
EXAS EXACT SCIENCES CORP660.56%0.84%1.29%Q4 2021Q1 20236
PFE PFIZER INC660.66%0.80%0.93%Q4 2021Q1 20236
T AT&T INC660.50%0.79%1.15%Q4 2021Q1 20236
VEEV VEEVA SYS INC660.68%0.77%0.89%Q4 2021Q1 20236
TSLA TESLA INC660.41%0.77%0.99%Q4 2021Q1 20236
SPDW SPDR INDEX SHS FDS660.65%0.76%0.86%Q4 2021Q1 20236
PCTY PAYLOCITY HLDG CORP660.64%0.73%0.98%Q4 2021Q1 20236
ED CONSOLIDATED EDISON INC660.58%0.72%0.80%Q4 2021Q1 20236
IDXX IDEXX LABS INC660.60%0.72%0.87%Q4 2021Q1 20236
WDAY WORKDAY INC660.55%0.71%0.82%Q4 2021Q1 20236
KO COCA COLA CO660.24%0.69%0.86%Q4 2021Q1 20236
SPSM SPDR SER TR660.58%0.66%0.72%Q4 2021Q1 20236
BX BLACKSTONE INC660.48%0.65%0.87%Q4 2021Q1 20236
SPSB SPDR SER TR660.58%0.65%0.80%Q4 2021Q1 20236
SYK STRYKER CORPORATION660.57%0.65%0.74%Q4 2021Q1 20236
VCR VANGUARD WORLD FDS660.56%0.61%0.68%Q4 2021Q1 20236
SPIB SPDR SER TR660.54%0.60%0.65%Q4 2021Q1 20236
SJM SMUCKER J M CO660.45%0.60%0.70%Q4 2021Q1 20236
UBER UBER TECHNOLOGIES INC660.26%0.60%0.90%Q4 2021Q1 20236
LMBS FIRST TR EXCHANGE-TRAD...660.44%0.58%0.66%Q4 2021Q1 20236
ICE INTERCONTINENTAL EXCHA...660.53%0.58%0.63%Q4 2021Q1 20236
DOCU DOCUSIGN INC660.43%0.54%0.68%Q4 2021Q1 20236
SPLB SPDR SER TR660.49%0.53%0.56%Q4 2021Q1 20236
NUE NUCOR CORP660.38%0.52%0.63%Q4 2021Q1 20236
PG PROCTER AND GAMBLE CO660.45%0.51%0.57%Q4 2021Q1 20236
VFH VANGUARD WORLD FDS660.38%0.50%0.56%Q4 2021Q1 20236
NFLX NETFLIX INC660.29%0.50%0.80%Q4 2021Q1 20236
ZTS ZOETIS INC660.44%0.50%0.62%Q4 2021Q1 20236
DOW DOW INC660.41%0.46%0.51%Q4 2021Q1 20236
PEP PEPSICO INC660.36%0.46%0.52%Q4 2021Q1 20236
JPST J P MORGAN EXCHANGE-TR...660.27%0.44%0.62%Q4 2021Q1 20236
VOX VANGUARD WORLD FDS660.40%0.44%0.48%Q4 2021Q1 20236
VIS VANGUARD WORLD FDS660.33%0.44%0.49%Q4 2021Q1 20236
COST COSTCO WHSL CORP NEW660.41%0.43%0.48%Q4 2021Q1 20236
ICSH ISHARES TR660.37%0.42%0.49%Q4 2021Q1 20236
SDY SPDR SER TR660.37%0.42%0.47%Q4 2021Q1 20236
PSTG PURE STORAGE INC660.30%0.42%0.65%Q4 2021Q1 20236
VZ VERIZON COMMUNICATIONS...660.31%0.42%0.53%Q4 2021Q1 20236
HON HONEYWELL INTL INC660.37%0.41%0.50%Q4 2021Q1 20236
SBUX STARBUCKS CORP660.31%0.38%0.53%Q4 2021Q1 20236
NSC NORFOLK SOUTHN CORP660.32%0.37%0.40%Q4 2021Q1 20236
NI NISOURCE INC660.31%0.36%0.41%Q4 2021Q1 20236
UPS UNITED PARCEL SERVICE INC660.31%0.35%0.37%Q4 2021Q1 20236
CIM CHIMERA INVT CORP660.23%0.34%0.53%Q4 2021Q1 20236
CAT CATERPILLAR INC660.27%0.34%0.42%Q4 2021Q1 20236
GILD GILEAD SCIENCES INC660.26%0.34%0.49%Q4 2021Q1 20236
IBM INTERNATIONAL BUSINESS...660.25%0.32%0.38%Q4 2021Q1 20236
BRKB BERKSHIRE HATHAWAY INC...660.28%0.32%0.34%Q4 2021Q1 20236
QQQ INVESCO QQQ TR660.30%0.32%0.33%Q4 2021Q1 20236
PCH POTLATCHDELTIC CORPORA...660.30%0.31%0.34%Q4 2021Q1 20236
PDM PIEDMONT OFFICE REALTY...660.18%0.31%0.42%Q4 2021Q1 20236
CAG CONAGRA BRANDS INC660.24%0.29%0.33%Q4 2021Q1 20236
WM WASTE MGMT INC DEL660.24%0.28%0.32%Q4 2021Q1 20236
DNP DNP SELECT INCOME FD INC660.21%0.27%0.28%Q4 2021Q1 20236
NRZ RITHM CAPITAL CORP660.19%0.21%0.23%Q4 2021Q1 20236
GS GOLDMAN SACHS GROUP INC550.48%0.93%1.12%Q1 2022Q1 20235
ABNB AIRBNB INC410.31%0.63%0.84%Q4 2021Q1 20235
MDT MEDTRONIC PLC550.23%0.58%0.76%Q1 2022Q1 20235
SPIP SPDR SER TR550.46%0.54%0.61%Q1 2022Q1 20235
KRNT KORNIT DIGITAL LTD320.29%0.52%1.04%Q4 2021Q1 20235
MO ALTRIA GROUP INC550.34%0.45%0.51%Q4 2021Q4 20225
AGG ISHARES TR550.39%0.44%0.49%Q4 2021Q4 20225
CHWY CHEWY INC550.36%0.43%0.46%Q1 2022Q1 20235
STLD STEEL DYNAMICS INC550.33%0.41%0.51%Q1 2022Q1 20235
CVS CVS HEALTH CORP550.31%0.36%0.42%Q4 2021Q4 20225
VDC VANGUARD WORLD FDS550.32%0.36%0.38%Q1 2022Q1 20235
BND VANGUARD BD INDEX FDS550.31%0.34%0.38%Q4 2021Q4 20225
COP CONOCOPHILLIPS550.26%0.32%0.38%Q1 2022Q1 20235
BAC BK OF AMERICA CORP550.30%0.32%0.34%Q4 2021Q4 20225
SPEM SPDR INDEX SHS FDS550.25%0.32%0.34%Q1 2022Q1 20235
V VISA INC320.29%0.31%0.36%Q4 2021Q1 20235
BSV VANGUARD BD INDEX FDS550.24%0.28%0.33%Q4 2021Q4 20225
PM PHILIP MORRIS INTL INC320.22%0.26%0.29%Q4 2021Q1 20235
RPAY REPAY HLDGS CORP550.14%0.19%0.26%Q1 2022Q1 20235
PYPL PAYPAL HLDGS INC440.31%0.61%0.90%Q4 2021Q3 20224
LNC LINCOLN NATL CORP IND440.40%0.56%0.67%Q2 2022Q1 20234
CVNA CARVANA CO440.41%0.52%0.76%Q4 2021Q3 20224
BA BOEING CO440.33%0.51%0.77%Q4 2021Q3 20224
DIS DISNEY WALT CO440.31%0.50%0.82%Q4 2021Q3 20224
EVH EVOLENT HEALTH INC220.24%0.42%0.65%Q4 2021Q1 20234
GPN GLOBAL PMTS INC210.24%0.41%0.62%Q4 2021Q1 20234
YETI YETI HLDGS INC220.26%0.36%0.42%Q1 2022Q1 20234
C CITIGROUP INC440.30%0.32%0.34%Q4 2021Q3 20224
IVV ISHARES TR220.25%0.27%0.29%Q4 2021Q1 20234
EVRG EVERGY INC310.24%0.26%0.28%Q4 2021Q4 20224
DE DEERE & CO220.22%0.25%0.28%Q4 2021Q1 20234
MANDIANT INC330.70%0.89%1.07%Q4 2021Q2 20223
UCO PROSHARES TR II330.32%0.55%0.76%Q4 2021Q2 20223
BHVN BIOHAVEN PHARMACTL HLD...330.43%0.52%0.59%Q4 2021Q2 20223
SHOP SHOPIFY INC210.22%0.36%0.54%Q4 2021Q1 20233
NLY ANNALY CAPITAL MANAGEM...330.14%0.15%0.16%Q4 2021Q2 20223
ORC ORCHID IS CAP INC330.08%0.10%0.11%Q4 2021Q2 20223
CSCO CISCO SYS INC220.78%0.80%0.81%Q4 2022Q1 20232
KMX CARMAX INC220.65%0.74%0.83%Q4 2021Q1 20222
SMG SCOTTS MIRACLE-GRO CO220.57%0.65%0.74%Q4 2022Q1 20232
EW EDWARDS LIFESCIENCES CORP110.41%0.51%0.61%Q4 2021Q2 20222
SNV SYNOVUS FINL CORP220.40%0.45%0.50%Q4 2022Q1 20232
TDOC TELADOC HEALTH INC220.37%0.38%0.40%Q4 2021Q1 20222
ZM ZOOM VIDEO COMMUNICATI...220.32%0.38%0.44%Q4 2022Q1 20232
X UNITED STATES STL CORP...220.29%0.38%0.46%Q4 2021Q1 20222
XMTR XOMETRY INC110.32%0.36%0.41%Q1 2022Q3 20222
PLNT PLANET FITNESS INC220.28%0.35%0.43%Q4 2022Q1 20232
MMM 3M CO220.29%0.35%0.40%Q4 2021Q1 20222
USAK USA TRUCK INC220.33%0.34%0.34%Q4 2021Q1 20222
BP BP PLC220.30%0.30%0.30%Q4 2022Q1 20232
VFC V F CORP220.26%0.29%0.32%Q4 2021Q1 20222
PNC PNC FINL SVCS GROUP INC220.29%0.29%0.29%Q4 2022Q1 20232
PSX PHILLIPS 66220.26%0.28%0.31%Q4 2022Q1 20232
WYNN WYNN RESORTS LTD220.26%0.28%0.29%Q4 2021Q1 20222
None220.00%0.00%0.00%Q2 2023Q3 20232
INFO IHS MARKIT LTD110.81%0.81%0.81%Q4 2021Q4 20211
SPGI S&P GLOBAL INC110.79%0.79%0.79%Q1 2022Q1 20221
CSGP COSTAR GROUP INC110.66%0.66%0.66%Q4 2021Q4 20211
ECL ECOLAB INC110.54%0.54%0.54%Q4 2021Q4 20211
AA ALCOA CORP110.43%0.43%0.43%Q1 2022Q1 20221
FLYW FLYWIRE CORPORATION110.34%0.34%0.34%Q1 2023Q1 20231
BABA ALIBABA GROUP HLDG LTD110.33%0.33%0.33%Q4 2021Q4 20211
EMR EMERSON ELEC CO110.32%0.32%0.32%Q4 2022Q4 20221
LEG LEGGETT & PLATT INC110.32%0.32%0.32%Q3 2022Q3 20221
BIOHAVEN LTD110.30%0.30%0.30%Q1 2023Q1 20231
POOL POOL CORP110.30%0.30%0.30%Q1 2023Q1 20231
COUP COUPA SOFTWARE INC110.30%0.30%0.30%Q1 2022Q1 20221
PORTILLOS INC110.28%0.28%0.28%Q1 2023Q1 20231
ANTM ELEVANCE HEALTH INC110.28%0.28%0.28%Q4 2022Q4 20221
FAST FASTENAL CO110.26%0.26%0.26%Q4 2021Q4 20211
WBA WALGREENS BOOTS ALLIAN...110.25%0.25%0.25%Q4 2021Q4 20211
SYMBOTIC INC110.25%0.25%0.25%Q3 2022Q3 20221
ECPG ENCORE CAP GROUP INC110.24%0.24%0.24%Q4 2021Q4 20211
MGA MAGNA INTL INC110.24%0.24%0.24%Q4 2021Q4 20211
FRME FIRST MERCHANTS CORP110.24%0.24%0.24%Q4 2021Q4 20211
IWF ISHARES TR110.23%0.23%0.23%Q4 2021Q4 20211
DVY ISHARES TR110.23%0.23%0.23%Q1 2022Q1 20221
LOW LOWES COS INC110.22%0.22%0.22%Q4 2021Q4 20211
PLTR PALANTIR TECHNOLOGIES INC110.20%0.20%0.20%Q4 2021Q4 20211
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The securities at the top of the list , including VANGUARD INDEX FDS, APPLE INC, and JPMORGAN CHASE & CO, are the highest-conviction holdings of COMPASS FINANCIAL ADVISORS LLC.

The conviction is calculated by counting the number of quarters a security has been reported by COMPASS FINANCIAL ADVISORS LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that COMPASS FINANCIAL ADVISORS LLC owns currently or has owned in the past.