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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Compass Financial Services Inc

Quarter ended Q2 2025 · Filed June 10, 2025 · Accession 0002039088-25-000005

Total Value
$190.5M
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO78464A854530,640$34.9M18.32%
2JPMORGAN46641Q837540,361$27.4M14.36%
3WISDOMTREE USWT299,219$23.9M12.54%
4FIRST TRUST33739Q705326,432$16.5M8.66%
5JPMORGAN46654Q203219,931$11.4M5.98%
6INVESCO NASDAQIVZ55,559$10.7M5.63%
7SPDR S&P78464A12856,417$10.4M5.44%
8SPDR BLOOMBERG78468R66374,400$6.8M3.58%
9GLOBAL X37954Y483388,526$6.5M3.39%
10ISHARES CORE46435U861104,750$5.1M2.67%
11FIRST TRUST336917109100,726$4.4M2.30%
12GLOBAL X37954Y47599,821$3.9M2.07%
13SPDR PORTFOLIO78464A40930,578$2.5M1.29%
14INVESCO QQQIVZ5,001$2.3M1.23%
15CASEYS GENL1475281033,907$1.7M0.89%
16VANGUARD HIGH92194640612,298$1.6M0.83%
17VANGUARD DIVIDEND9219088447,440$1.4M0.76%
18APPLE INCAAPL5,270$1.2M0.61%
19VANGUARD S&P9229083632,223$1.1M0.60%
20WISDOMTREE FLOATINGWT19,658$989,3870.52%
21SPDR S&PSPY1,755$981,5950.52%
22MICROSOFT CORPMSFT1,949$731,6520.38%
23ISHARES CORE46434V62111,186$691,0550.36%
24BERKSHIRE HATHAWAYBRK-A1,173$624,7170.33%
25ISHARES RUSSELL4642894382,500$527,3630.28%
26WORLD GOLDGLDW8,130$503,1650.26%
27INVESCO S&PIVZ5,094$466,2930.24%
28SPDR PORTFOLIO78464A5088,231$420,3380.22%
29ISHARES CORE46432F8425,126$387,7620.20%
30INVESCO CEFIVZ20,303$382,7100.20%
31BLACKROCK ISHARESBLK7,371$365,0680.19%
32DEERE & CODE776$364,4300.19%
33ISHARES S&P4642874081,878$357,9110.19%
34ISHARES CORE46429B6632,843$344,3460.18%
35WALMART INCWMT3,714$326,0520.17%
36ALPHABET INCGOOG2,039$315,3330.17%
37ENERGY SELECT81369Y5062,894$270,4630.14%
38INVESCO HIGHIVZ12,459$267,5000.14%
39ABBVIE INCABBV1,135$237,7870.12%
40FIRST TRUST33738R1183,130$230,3710.12%
41COCA COLA COMPANYKO3,182$227,8810.12%
42TECHNOLOGY SELECT81369Y8031,039$214,5700.11%
43INVESCO S&PIVZ1,224$212,0650.11%
44WELLS FARGO9497461012,527$181,3840.10%
45BNY MELLON05588W10829,373$179,7610.09%
46ROPER TECHNOLOGIESROP297$175,0840.09%
47INNOVATOR U SINHD4,062$169,6910.09%
48ISHARES BITCOINIBIT3,476$162,7110.09%
49VANGUARD MID922908629627$162,1140.09%
50MCDONALDS CORPMCD486$151,8880.08%
51PROCTER & GAMBLE742718109826$140,8110.07%
52PRINCIPAL SPECTRUM74255Y8885,975$111,7260.06%
53AT&T INCT-PC3,812$107,8070.06%
54INNOVATOR 20INHD5,000$101,1500.05%
55INNOVATOR U SINHD2,505$96,2170.05%
56AMAZON COMAMZN499$94,9390.05%
57AMGEN INCAMGN301$93,7490.05%
58PRINCIPAL FINANCIALPFG1,081$91,1830.05%
59WISDOMTREE PUTWRITEWT2,527$78,7000.04%
60VERIZON COMMUNICATIONSVZ1,733$78,5980.04%
61LPL FINANCIAL50212V100229$74,9800.04%
62INNOVATOR U SINHD1,968$73,9970.04%
63INVESCO S&PIVZ766$70,9160.04%
64SPDR PORTFOLIO78464A8051,042$70,8680.04%
65NVIDIA CORPNVDA631$68,3960.04%
66PUBLIC STORAGEPSA-PS229$68,3870.04%
67INTEL CORPINTC3,007$68,2810.04%
68CROWDSTRIKE HOLDINGSCRWD192$67,6960.04%
69EXXON MOBILXOM559$66,4500.03%
70JPMORGAN HEDGED46654Q7241,075$64,1560.03%
71VANGUARD TOTAL922908769230$63,3390.03%
72SPDR SERIES78464A839817$62,9500.03%
73GUARDIAN PHARMACY40145W1012,848$60,5480.03%
74ISHARES CORE464287507996$58,1280.03%
75SPDR SERIES78464A821718$57,0520.03%
76TESLA INCTSLA207$53,6460.03%
77VANGUARD HEALTH92204A504191$50,6130.03%
78GOLDMAN SACHS38150K1031,635$50,4890.03%
79FS KKRFSK2,403$50,3440.03%
80ISHARES CORE464287804479$50,0420.03%
81U S BANCORP DEUSB-PS1,147$48,4280.03%
82DISCOVER FINANCIAL254709108280$47,7960.03%
83SCHWAB US8085247971,705$47,6830.03%
84FIRST TRUST33733E104530$47,5380.02%
85ISHARES CORE46428720082$46,0760.02%
86ISHARES MSCI46429B697486$45,4990.02%
87PURE STORAGE74624M1021,027$45,4650.02%
88ALPHABET INCGOOG286$44,7280.02%
89INNOVATOR U SINHD1,034$43,8930.02%
90CISCO SYSTEMSCSCO709$43,7290.02%
91SHOPIFY INCSHOP456$43,5210.02%
92ALTRIA GROUPMO717$43,0350.02%
93GLOBAL X37960A438416$41,7840.02%
94INTL BUSINESSINTR167$41,5030.02%
95HOME DEPOTHD113$41,4130.02%
96PEPSICO INCPEP274$41,0610.02%
97VANGUARD TOTAL922042742354$40,9900.02%
98FIRST TRUST33734H106865$38,5490.02%
99INDUSTRIAL SELECT81369Y704294$38,5400.02%
100FIRST HORIZONFHN-PH1,965$38,1600.02%
101PHILLIPS 66PSX300$37,0440.02%
102SCHWAB US8085246071,578$36,9730.02%
103ISHARES S&P464287309390$36,2230.02%
104TARGET CORPTGT327$34,1260.02%
105INNOVATOR U SINHD841$33,8000.02%
106ISHARES PFD4642886871,100$33,7980.02%
107FISERV INCFISV150$33,1250.02%
108INNOVATOR U SINHD1,174$32,8320.02%
109ISHARES GOLDIAU554$32,6640.02%
110BWX TECHNOLOGIESBWXT330$32,5970.02%
111UNION PACIFIC CORPUNP134$31,6570.02%
112CATERPILLAR INCCAT94$31,0280.02%
113CUMMINS INCCMI98$30,7590.02%
114KYNDRYL HOLDINGSKD971$30,4890.02%
115HEICO CORPHEI-A110$29,4050.02%
116EMERSON ELECTRICEMR254$27,8490.01%
117SPDR DEVELOPED78463X889764$27,8280.01%
118JOHNSON CONTROLSG51502105332$26,6250.01%
119GLOBAL X37954Y632728$26,4840.01%
120FIRST TRUST33738R506452$26,4340.01%
121INNOVATIVE INDUSTRIALINHD484$26,1580.01%
122GFL ENVIRONMENTALGFL503$24,3000.01%
123INNOVATOR GROWTHINHD486$24,1610.01%
124INNOVATOR GROWTHINHD401$24,0710.01%
125SALESFORCE INCCRM89$23,9050.01%
126EVERGY INCEVRG346$23,8570.01%
127FIRST TRUST33739E1081,341$23,5920.01%
128VISA INCV67$23,5060.01%
129UTILITIES SELECT81369Y886296$23,3400.01%
130VANGUARD VALUE922908744134$23,1470.01%
131JPMORGAN46641Q332396$22,6280.01%
132TERADYNE INCTER265$21,8880.01%
133ISHARES SEMICONDUCTOR464287523116$21,8280.01%
134O REILLY AUTOMOTIVE67103H10715$21,4890.01%
135CONOCOPHILLIPSCOP204$21,4240.01%
136STEEL DYNAMICS INCSTLD162$20,2630.01%
137BP PLCBPPFF598$20,2010.01%
138EPR PROPERTIES26884U109383$20,1670.01%
139SPDR GOLDGLD69$19,8810.01%
140CHEVRON CORPCVX118$19,8180.01%
141MARRIOTT INTL57190320280$19,1720.01%
142ISHARES U S464287697188$19,0980.01%
143INNOVATOR EMERGINGINHD744$18,7960.01%
144DUKE ENERGYDUKB150$18,2950.01%
145INVESCO S&PIVZ240$17,9350.01%
146INNOVATOR EQUITYINHD625$16,7310.01%
147PIMCO DYNAMIC72201Y101835$16,5330.01%
148OCCIDENTAL PETROLEUM674599105332$16,3750.01%
149UNITEDHEALTH GROUPUNH31$16,2360.01%
150CENOVUS ENERGYCVE1,141$15,8760.01%
151TWILIO INCTWLO160$15,6660.01%
152CROWN CASTLECCI150$15,6510.01%
153CVS HEALTHCVS231$15,6500.01%
154CONSTELLATION ENERGYCEG75$15,1220.01%
155VANGUARD REAL922908553160$14,4540.01%
156PFIZER INCPFE550$13,9290.01%
157WALT DISNEY254687106139$13,7350.01%
158CAMPBELLS COCPB343$13,6930.01%
159PACER US69374H881250$13,6900.01%
160SONY GROUPSNEJF518$13,1600.01%
161INNOVATORS EMERGINGINHD421$12,7300.01%
162NUCOR CORPNUE100$12,0340.01%
163FIRST TRUST33738R308550$12,0320.01%
164BRISTOL MYERSCELG-RI189$11,5310.01%
165LYONDELLBASELL INDUSTRIELYB157$11,0530.01%
166INTL PAPER460146103206$10,9900.01%
167MARVELL TECHNOLOGYMRVL175$10,7750.01%
168ALLSTATE CORPALL-PJ51$10,5610.01%
169STARBUCKS CORPSBUX103$10,0820.01%
170JACK HENRY42628110155$10,0060.01%
171ALPS OSHARES00162Q387187$9,9520.01%
172GLOBAL X37954Y871431$9,8870.01%
173L3HARRIS TECHNOLOGIESLHX46$9,6280.01%
174AMERICAN TOWER03027X10044$9,5750.01%
175BAKER HUGHESBKR216$9,4930.00%
176JOHNSON & JOHNSONJNJ57$9,4870.00%
177SPDR PORTFOLIO78468R853232$9,4710.00%
178AGCO CORPAGCO100$9,2570.00%
179SHELL PLCRYDAF125$9,1600.00%
180EVOLV TECHNOLOGIESEVLVW2,930$9,1420.00%
1813M COMPANYMMM62$9,1050.00%
182SPDR EMERGING78463X509229$9,0320.00%
183KINDER MORGANEP-PC312$8,9010.00%
184STMICROELECTRONICS N VSTMEF403$8,8550.00%
185ADVISORSHARES PURE00768Y4533,251$8,4850.00%
186ARGENX SEARGX14$8,2860.00%
187AMERICAN HOMESAMH-PG219$8,2800.00%
188SPOTIFY TECHNOLOGYSPOT15$8,2500.00%
189REALTY INCOMEO140$8,1210.00%
190SPDR S&P78464A300103$8,0750.00%
191SPDR SERIES78464A20197$8,0510.00%
192ADVANCED MICROAMD78$8,0140.00%
193BAYTEX ENERGYBTE3,576$7,9750.00%
194BANK NEW YORK06405810095$7,9680.00%
195PHILIP MORRIS71817210950$7,9370.00%
196LOWES COMPANIES54866110734$7,9300.00%
197LOCKHEED MARTINLMT18$7,8150.00%
198INNOVATOR GROWTHINHD312$7,7690.00%
199ROCKWELL AUTOMATIONROK30$7,6860.00%
200JPMORGAN CHASEVYLD31$7,6040.00%
201SPDR S&P78464A797142$7,5240.00%
202INNOVATOR INTLINHD255$7,4260.00%
203SMURFIT WESTROCKSW162$7,3000.00%
204GARMIN LTDGRMN33$7,1650.00%
205FOX CORPFOX125$7,0750.00%
206CONAGRA BRANDSCAG263$7,0030.00%
207WELLTOWER INCWELL46$6,9980.00%
208MARATHON PETROLEUMMARA48$6,9930.00%
209CITIGROUP INCC-PR98$6,9570.00%
210ZSCALER INCZS35$6,9450.00%
211PUBLIC SERVICE74457310683$6,8310.00%
212SOUTHERN COMPANYSOMN74$6,8040.00%
213INNOVATOR U SINHD187$6,6680.00%
214TRAVELERS COSTRV25$6,6120.00%
215SKYWORKS SOLUTIONSSWKS101$6,5280.00%
216SUPER MICROSMCI187$6,4030.00%
217ESSENT GROUPESNT110$6,3490.00%
218HEALTHPEAK PPTYSDOC312$6,3090.00%
219ARM HOLDINGS04206820559$6,3010.00%
220WARNER BROSWBD582$6,2450.00%
221METLIFE INCMET-PF76$6,1020.00%
222INNOVATOR GROWTHINHD125$5,9630.00%
223GLOBAL X37954Y715200$5,6920.00%
224NIKE INCNKE90$5,6910.00%
225PRUDENTIAL FINANCIALPUKPF50$5,5840.00%
226DOW INCDOW156$5,4480.00%
227TEXAS INSTRUMENTS88250810430$5,3910.00%
228BECTON DICKINSONBDX23$5,3750.00%
229META PLATFORMSMETA9$5,2080.00%
230SIMON PROPERTY82880610931$5,1480.00%
231TRUIST FINANCIAL89832Q109125$5,1440.00%
232PROLOGIS INCPLDGP46$5,1440.00%
233IQVIA HOLDINGSIQV29$5,1130.00%
234BROADCOM INCAVGO29$4,8550.00%
235OMNICOM GROUPOMC58$4,8090.00%
236QUALCOMM INCQCOM31$4,7620.00%
237KRAFT HEINZKHC150$4,5650.00%
238SNOWFLAKE INCSNOW31$4,5310.00%
239HP INCHPQ160$4,4300.00%
240LULULEMON ATHLETICALULU15$4,2460.00%
241UNITED PARCELUPS38$4,2300.00%
242LAMB WESTONLW78$4,1630.00%
243GILEAD SCIENCESGILD37$4,1460.00%
244MCKESSON CORPMCK6$4,0380.00%
245STURM RUGERRGR100$3,9290.00%
246MICROCHIP TECHNOLOGY INCMCHPP79$3,8400.00%
247KEYSIGHT TECHNOLOGIESKEYS25$3,7440.00%
248AMPLIFY CYBERSECURITY03210866450$3,5550.00%
249CHENIERE ENERGYLNG15$3,4710.00%
250STANLEY BLACKSWK45$3,4440.00%
251DIAMONDBACK ENERGYFANG21$3,3570.00%
252ON HOLDINGH5919C10473$3,2060.00%
253ROBLOX CORPRBLX55$3,2060.00%
254SPDR AGGREGATE78464A649115$2,9370.00%
255LENNAR CORPLEN-B25$2,8700.00%
256SPDR INTERMEDIATE78464A67299$2,8360.00%
257WHIRLPOOL CORPWHR-PA31$2,7940.00%
258ISHARES CORE46428722628$2,7890.00%
259AMERICAN AIRLINES02376R102250$2,6380.00%
260XENIA HOTELSXHR224$2,6300.00%
261AMER SPORTSAS97$2,5930.00%
262KONINKLIJKE PHILIPSRYLPF91$2,3180.00%
263GAMESTOP CORPGME-WT100$2,2320.00%
264ISHARES MSCI46428723450$2,1850.00%
265FIRST TRUST33738R60536$1,9600.00%
266QUIDELORTHO CORPQDEL55$1,9240.00%
267SPDR MORTGAGE78464A38371$1,5660.00%
268HEALTHCARE SELECT81369Y20910$1,4660.00%
269DEVON ENERGY25179M10339$1,4580.00%
270PALANTIR TECHNOLOGIESPLTR17$1,4350.00%
271COMCAST CORPCCZ38$1,4070.00%
272SPDR PORTFOLIO78464A37537$1,2140.00%
273FINANCIAL SELECT81369Y60520$1,0040.00%
274SOLAREDGE TECHNOLOGIESSEDG60$9710.00%
275COMMUNICATION SERVICES81369Y85210$9700.00%
276POINT BRIDGE26922A62820$9690.00%
277GLOBAL X37954Y85524$9180.00%
278PLUG POWERPLUG674$9100.00%
279GLOBAL X37954Y83020$7940.00%
280GLOBAL X37954Y65735$6600.00%
281MICRON TECHNOLOGY INCMU7$6080.00%
282SCHRODINGER INCSDGR28$5530.00%
283WABTEC9297401083$5440.00%
284MARRIOTT VACATIONSVAC8$5200.00%
285ARK 3D00214Q50024$4630.00%
286OUSTER INCOUST51$4580.00%
287ADIENT PLCADNT28$3600.00%
288CRISPR THERAPEUTICSCRSP7$2380.00%
289FORD MOTOR34537086021$2120.00%
290DWAVE QUANTUMQBTS18$1370.00%
291POWER REITPW-PA75$840.00%