COMPASS FINANCIAL SERVICES INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 6K | $1.51M |
 | XOM | 4K | $424.67K |
 | WMT | 4K | $382.76K |
 | T | 4K | $100.03K |
 | CASY | 3K | $1.96M |
 | KO | 3K | $221.40K |
 | WFC | 3K | $254.70K |
 | EVLV | 3K | $22.12K |
 | GRDN | 3K | $74.70K |
 | EPD | 2K | $75.15K |
 | MAIN | 2K | $142.82K |
 | GOOGL | 2K | $495.73K |
 | VZ | 2K | $84.25K |
 | MSFT | 2K | $961.93K |
 | PFG | 2K | $139.46K |
 | BRK-B | 1K | $712.38K |
 | FSK | 1K | $18.37K |
 | ABBV | 1K | $282.15K |
 | KD | 1K | $35.16K |
 | PLUG | 1K | $2.64K |
Apple Inc.
AAPL
Shares Held
6K
Value
$1.51M
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$424.67K
Walmart Inc.
WMT
Shares Held
4K
Value
$382.76K
AT&T Inc.
T
Shares Held
4K
Value
$100.03K
Casey's General Stores, Inc.
CASY
Shares Held
3K
Value
$1.96M
The Coca-Cola Company
KO
Shares Held
3K
Value
$221.40K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$254.70K
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
3K
Value
$22.12K
Guardian Pharmacy Services, Inc.
GRDN
Shares Held
3K
Value
$74.70K
Enterprise Products Partners L.P.
EPD
Shares Held
2K
Value
$75.15K
Main Street Capital Corporation
MAIN
Shares Held
2K
Value
$142.82K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$495.73K
Verizon Communications Inc.
VZ
Shares Held
2K
Value
$84.25K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$961.93K
Principal Financial Group, Inc.
PFG
Shares Held
2K
Value
$139.46K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$712.38K
FS KKR Capital Corp.
FSK
Shares Held
1K
Value
$18.37K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$282.15K
Kyndryl Holdings, Inc.
KD
Shares Held
1K
Value
$35.16K
Plug Power Inc.
PLUG
Shares Held
1K
Value
$2.64K