COMPASS ION ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 93K | $17.29M |
 | MSTR | 44K | $6.68M |
 | UVSP | 37K | $1.22M |
 | NEE | 34K | $2.74M |
 | GMED | 31K | $2.74M |
 | BN | 28K | $1.15M |
 | BX | 26K | $4.08M |
 | TPL | 26K | $7.59M |
 | AMZN | 25K | $5.84M |
 | EXLS | 25K | $1.06M |
 | AAPL | 24K | $6.46M |
 | PFE | 21K | $533.86K |
 | GOOG | 19K | $5.82M |
 | FAST | 18K | $721.02K |
 | MRK | 18K | $1.89M |
 | INTC | 18K | $656.83K |
 | XOM | 17K | $2.02M |
 | O | 15K | $824.59K |
 | JNJ | 15K | $3.01M |
 | MSFT | 14K | $6.86M |
NVIDIA Corporation
NVDA
Shares Held
93K
Value
$17.29M
Strategy Inc
MSTR
Shares Held
44K
Value
$6.68M
Univest Financial Corporation
UVSP
Shares Held
37K
Value
$1.22M
NextEra Energy, Inc.
NEE
Shares Held
34K
Value
$2.74M
Globus Medical, Inc.
GMED
Shares Held
31K
Value
$2.74M
Brookfield Corporation
BN
Shares Held
28K
Value
$1.15M
Blackstone Inc.
BX
Shares Held
26K
Value
$4.08M
Texas Pacific Land Corporation
TPL
Shares Held
26K
Value
$7.59M
Amazon.com, Inc.
AMZN
Shares Held
25K
Value
$5.84M
ExlService Holdings, Inc.
EXLS
Shares Held
25K
Value
$1.06M
Apple Inc.
AAPL
Shares Held
24K
Value
$6.46M
Pfizer Inc.
PFE
Shares Held
21K
Value
$533.86K
Alphabet Inc.
GOOG
Shares Held
19K
Value
$5.82M
Fastenal Company
FAST
Shares Held
18K
Value
$721.02K
Merck & Co., Inc.
MRK
Shares Held
18K
Value
$1.89M
Intel Corporation
INTC
Shares Held
18K
Value
$656.83K
Exxon Mobil Corporation
XOM
Shares Held
17K
Value
$2.02M
Realty Income Corporation
O
Shares Held
15K
Value
$824.59K
Johnson & Johnson
JNJ
Shares Held
15K
Value
$3.01M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$6.86M