Compass Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 21, 2025
Value $
$415M
Signature - Title
Mark Neitzel - Compliance Consultant
Location
Guilford, CT
Summary
This page shows a list of all the recent 13F filings made by Compass Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compass Wealth Management LLC reported 395 stock holdings with total value $415M as of Q4 2024. Top holdings included AVGO, RSP, JPM, APD, and STZ.
Holdings Value