Compton Wealth Advisory Group, LLC
- SEC CIK
- 0001761044
- Latest filing
- Jul 21, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 12, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 105
- +3 vs. Q1 2024
- Portfolio value
- $375.2M
- +$9.84M (+2.7%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,469 | $223.9K | 0.1% | +33+0.7% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 1,943 | $223.7K | 0.1% | −2−0.1% | Reduced | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,539 | $205.2K | 0.1% | +3,539 | New | – |
| MCOMoodys Corp | Stock | 484 | $203.7K | 0.1% | +484 | New | History |
| INTUIntuit Inc. | Stock | 307 | $201.8K | 0.1% | +307 | New | History |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.