Compton Wealth Advisory Group, LLC
- SEC CIK
- 0001761044
- Latest filing
- Jul 21, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 11, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 102
- +18 vs. Q4 2023
- Portfolio value
- $365.4M
- +$46.5M (+14.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,436 | $224.5K | 0.1% | +166+3.9% | Added | – |
| CLColgate Palmolive Co | Stock | 2,352 | $211.8K | 0.1% | +2,352 | New | History |