Compass Wealth Management LLC

Q1 2025 13F Holdings

Location
Guilford, CT
Holdings as of
3/31/2025
Value ($000)
$392,185
Num holdings
434
Date filed
4/29/2025
Form type
13F-HR
Prev filing
1/21/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type