Compton-Wealth-Advisory-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABT", "ABBV", "ADBE", "GOOGL", "AXP", "CAT", "AVGO", null, null, "HD", null, "ITW", null, "IVW", "MA", "MSFT", "MS", "TMUS", "ORLY", "KLAC", "ORCL", "IWF", "PEP", "VGSH", "IJK", "IVV", "UNH", "AAPL", "NVDA", "LMT", "PG", "MRK", "AMGN", "SBUX", "TXN", "TMO", "TJX", "UBS", "VOE", "VWO", "TOWN", "VIG", "GPI", "DLTR", "AJG", "WM", "IWR", null, "AMZN", "VEU", "VUG", "VEA", "VBK", "VBR", "VOT", "VB", "VOO", "VTV", "V", "WMT", "NSC", "CRM", "MANH", null, "AN", "BAC", "BRK-B", "CVX", "CSCO", "KO", "COST", "DHR", null, "RSP", "IJT", "NEE", "GOOG", "XOM", "JNJ", "LLY", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 81
- Total Value
- 360395851
- Accession Number
- 0001761044-25-000008
- Form Type
- 13F-HR
- Manager Name
- Compton-Wealth-Advisory-Group
Data Enrichment
91% identified74 identified7 unidentified
Holdings
81 positions • $360.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
1.7K | QoQ +0.06% (+1)YoY NEW(+1.7K) | All Managers (Combined) | $202.2K | 0.1% ($202.2K/$360.4M) | YoY NEW(+$202.2K) |