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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 August 8, 2025 · Accession 0002039088-25-000007

Total Value
$206.5M
Positions
302
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO78464A854455,893$33.1M16.05%
2WISDOMTREE USWT305,001$25.5M12.37%
3JPMORGAN46641Q837457,425$23.2M11.23%
4FIRST TRUST33739Q705335,433$16.5M7.98%
5INVESCO NASDAQIVZ53,245$12.1M5.86%
6SPDR S&P78464A12850,427$9.7M4.69%
7JPMORGAN46654Q203173,629$9.4M4.57%
8INVESCO S&PIVZ69,651$7.8M3.79%
9SPDR BLOOMBERG78468R66380,948$7.4M3.60%
10ISHARES CORE46435U861117,357$5.9M2.86%
11GLOBAL X37954Y475131,729$5.1M2.48%
12FIRST TRUST336917109111,721$4.7M2.27%
13WISDOMTREE EQUITYWT123,480$4.0M1.92%
14INVESCO S&PIVZ73,247$3.7M1.77%
15SPDR PORTFOLIO78464A40933,914$3.2M1.57%
16INVESCO QQQIVZ5,091$2.8M1.36%
17GLOBAL X37954Y26989,778$2.5M1.21%
18WISDOMTREE FLOATINGWT45,649$2.3M1.11%
19CASEYS GENL1475281034,032$2.1M1.00%
20VANGUARD HIGH92194640613,600$1.8M0.88%
21JPMORGAN HEDGED46654Q72425,441$1.6M0.77%
22VANGUARD DIVIDEND9219088447,335$1.5M0.73%
23APPLE INCAAPL6,177$1.3M0.61%
24VANGUARD S&P9229083632,223$1.3M0.61%
25SPDR S&PSPY1,759$1.1M0.53%
26MICROSOFT CORPMSFT2,066$1.0M0.50%
27ISHARES RUSSELL4642894383,432$845,9760.41%
28GLOBAL X37954Y48346,205$772,5490.37%
29ISHARES CORE46434V62111,232$718,1800.35%
30BERKSHIRE HATHAWAYBRK-A1,167$566,8940.27%
31ISHARES CORE46432F8425,183$432,7120.21%
32SPDR PORTFOLIO78464A5088,257$432,1750.21%
33DEERE & CODE777$395,2580.19%
34INVESCO S&PIVZ3,811$374,4150.18%
35ISHARES S&P4642874081,885$368,3520.18%
36WALMART INCWMT3,714$363,1550.18%
37ISHARES HIGHBLK7,396$359,6450.17%
38ALPHABET INCGOOG2,039$359,3640.17%
39ISHARES CORE46429B6632,843$333,1160.16%
40INVESCO CEFIVZ14,221$277,8750.13%
41TECHNOLOGY SELECT81369Y8031,041$263,5510.13%
42INVESCO HIGHIVZ12,496$255,0480.12%
43VANGUARD TOTAL922908769797$242,3700.12%
44INVESCO S&PIVZ1,257$228,4800.11%
45ABBVIE INCABBV1,210$224,6710.11%
46COCA COLA COMPANYKO3,101$219,3930.11%
47VANGUARD MID922908629770$215,4260.10%
48FIRST TRUST33738R1182,375$214,1630.10%
49ISHARES BITCOINIBIT3,476$212,7660.10%
50WELLS FARGO9497461012,533$202,9080.10%
51INNOVATOR U SINHD4,062$183,4580.09%
52ROPER TECHNOLOGIESROP297$168,5860.08%
53ENERGY SELECT81369Y5061,853$157,1740.08%
54NVIDIA CORPNVDA955$150,8970.07%
55SPDR GOLDGLDW2,247$147,2240.07%
56VANGUARD VALUE922908744828$146,3400.07%
57VANGUARD FTSE9219438582,524$143,8790.07%
58MCDONALDS CORPMCD471$137,6050.07%
59MAIN STREET56035L1042,210$130,5860.06%
60PROCTER & GAMBLE742718109793$126,3820.06%
61AMAZON COMAMZN562$123,2970.06%
62AT&T INCT-PC3,833$110,9270.05%
63ISHARES CORE464287150808$109,1630.05%
64BNY MELLON05588W10818,096$107,1300.05%
65PRINCIPAL FINANCIALPFG1,294$102,8200.05%
66ISHARES CORE464287200165$102,6090.05%
67INNOVATOR U SINHD2,505$102,4290.05%
68INNOVATOR 20INHD5,000$99,9000.05%
69CROWDSTRIKE HOLDINGSCRWD192$97,7880.05%
70TESLA INCTSLA294$93,3930.05%
71LPL FINANCIAL50212V100245$92,0160.04%
72AMGEN INCAMGN282$78,7610.04%
73INNOVATOR U SINHD1,968$78,7400.04%
74SPDR PORTFOLIO78464A8051,045$78,2840.04%
75FIRST TRUST33734H1061,735$77,5730.04%
76ENTERPRISE PRODUCTS2937921072,363$73,2770.04%
77PUBLIC STORAGEPSA-PS229$67,2910.03%
78ISHARES CORE464287226655$65,0190.03%
79SPDR SERIES78464A839817$64,8940.03%
80SPDR SERIES78464A821718$62,3730.03%
81ISHARES RUSSELL464287614146$62,0490.03%
82ISHARES CORE464287507999$61,9780.03%
83GUARDIAN PHARMACY40145W1012,848$60,6910.03%
84CAPITAL ONE14040H105285$60,6370.03%
85PURE STORAGE74624M1021,027$59,1340.03%
86EXXON MOBILXOM515$55,4770.03%
87GOLDMAN SACHS38150K1031,635$53,4320.03%
88SHOPIFY INCSHOP456$52,6000.03%
89ISHARES CORE464287804480$52,4920.03%
90ALPHABET INCGOOG287$50,8460.02%
91FS KKRFSK2,441$50,6500.02%
92CISCO SYSTEMSCSCO710$49,2540.02%
93KYNDRYL HOLDINGSKD1,171$49,1350.02%
94FIRST TRUST33733E104532$48,3260.02%
95VANGUARD HEALTH92204A504192$47,6650.02%
96BWX TECHNOLOGIESBWXT331$47,6520.02%
97INNOVATOR U SINHD1,034$47,5850.02%
98ISHARES MSCI46429B697488$45,7620.02%
99VANGUARD TOTAL922042742355$45,6490.02%
100SCHWAB US8085247971,722$45,6380.02%
101VANGUARD FSTE922042858919$45,4340.02%
102INDUSTRIAL SELECT81369Y704294$43,3800.02%
103U S BANCORP DEUSB-PS953$43,1150.02%
104ISHARES S&P464287309391$42,9950.02%
105GLOBAL X37960A438420$42,2160.02%
106ALTRIA GROUPMO717$42,0380.02%
107GFL ENVIRONMENTALGFL820$41,3770.02%
108INTL BUSINESSINTR138$40,5730.02%
109VERIZON COMMUNICATIONSVZ924$39,9700.02%
110SCHWAB US8085246071,578$39,9230.02%
111KIMBERLY CLARKKMB300$38,6760.02%
112VANGUARD SMALL922908611195$38,0270.02%
113INNOVATOR U SINHD841$36,8780.02%
114CATERPILLAR INCCAT94$36,6220.02%
115PEPSICO INCPEP274$36,1580.02%
116HEICO CORPHEI-A110$36,0970.02%
117HOME DEPOTHD98$35,9310.02%
118PHILLIPS 66PSX300$35,7910.02%
119JOHNSON CONTROLSG51502105334$35,2710.02%
120ISHARES PFD4642886871,119$34,3320.02%
121INNOVATOR U SINHD1,174$34,2750.02%
122TARGET CORPTGT327$32,2580.02%
123MORGAN STANLEYMS-PQ229$32,2570.02%
124GOLDMAN SACHSNVGLF266$32,2540.02%
125SPDR PORTFOLIO78468R853756$32,1870.02%
126GLOBAL X37954Y632728$31,8060.02%
127SPDR DEVELOPED78463X889766$31,0120.02%
128SPDR PORTFOLIO78464A847549$29,8630.01%
129FIRST TRUST33738R506453$28,4080.01%
130ISHARES SEMICONDUCTOR464287523116$27,6890.01%
131INNOVATIVE INDUSTRIALINHD498$27,4860.01%
132INNOVATOR GROWTHINHD401$27,2920.01%
133EMERSON ELECTRICEMR200$26,6660.01%
134INNOVATOR GROWTHINHD486$26,4860.01%
135FISERV INCFISV150$25,8620.01%
136UNION PACIFIC CORPUNP111$25,5390.01%
137CUMMINS INCCMI78$25,4040.01%
138SPDR GOLDGLD82$24,9960.01%
139SALESFORCE INCCRM89$24,2970.01%
140FIRST TRUST33739E1081,361$24,2220.01%
141CONSTELLATION ENERGYCEG75$24,2070.01%
142UTILITIES SELECT81369Y886296$24,1710.01%
143TERADYNE INCTER265$23,8610.01%
144EVERGY INCEVRG346$23,8500.01%
145VISA INCV67$23,8180.01%
146BLACKSTONE SECUREDBX750$23,0630.01%
147JPMORGAN46641Q332396$22,5120.01%
148MARRIOTT INTL57190320281$22,0440.01%
149ISHARES GOLDIAU351$21,8880.01%
150STEEL DYNAMICS INCSTLD162$20,7380.01%
151INNOVATOR EMERGINGINHD744$20,5940.01%
152O REILLY AUTOMOTIVE67103H107225$20,2790.01%
153TWILIO INCTWLO160$19,8980.01%
154ISHARES U S464287697189$19,8040.01%
155FIRSTENERGY CORPFE459$18,4790.01%
156CONOCOPHILLIPSCOP204$18,3070.01%
157EVOLV TECHNOLOGIESEVLVW2,930$18,2830.01%
158BP PLCBPPFF607$18,1730.01%
159INNOVATOR EQUITYINHD625$17,6130.01%
160INVESCO S&PIVZ241$17,5660.01%
161WALT DISNEY254687106139$17,2560.01%
162CHEVRON CORPCVX119$16,9870.01%
163GLOBAL X37954Y871431$16,7420.01%
164CVS HEALTHCVS231$15,9340.01%
165PIMCO DYNAMIC72201Y101835$15,8400.01%
166CENOVUS ENERGYCVE1,154$15,6890.01%
167CROWN CASTLECCI152$15,5810.01%
168TECNOGLASS INCTGLS200$15,4720.01%
169VANGUARD REAL922908553161$14,3580.01%
170KROGER COKR200$14,3460.01%
171OCCIDENTAL PETROLEUM674599105334$14,0250.01%
172PACER US69374H881250$13,7750.01%
173MARVELL TECHNOLOGYMRVL175$13,5450.01%
174SONY GROUPSNEJF519$13,5200.01%
175INNOVATOR EMERGINGINHD421$13,4880.01%
176NUCOR CORPNUE100$12,9540.01%
177FIRST TRUST33738R308563$12,8580.01%
178STMICROELECTRONICS N VSTMEF405$12,3050.01%
179SUPER MICROSMCI237$11,6160.01%
180L3HARRIS TECHNOLOGIESLHX46$11,5390.01%
181VANGUARD TOTAL92203J407233$11,5330.01%
182SPOTIFY TECHNOLOGYSPOT15$11,5100.01%
183ONEMAIN HLDGSOMF200$11,4000.01%
184ADVANCED MICROAMD78$11,0680.01%
185ZSCALER INCZS35$10,9880.01%
186DUKE ENERGYDUKB93$10,9740.01%
187ISHARES JPMORGAN464288281115$10,6490.01%
188CAMPBELLS COCPB343$10,5130.01%
189AGCO CORPAGCO100$10,3160.00%
190ALLSTATE CORPALL-PJ51$10,2670.00%
191ALPS OSHARES00162Q387187$10,0920.00%
192ROCKWELL AUTOMATIONROK30$9,9210.00%
193JACK HENRY42628110155$9,9040.00%
194SPDR EMERGING78463X509230$9,8180.00%
195UNITEDHEALTH GROUPUNH31$9,6710.00%
196INTL PAPER460146103206$9,6470.00%
197ARM HOLDINGS04206820559$9,5430.00%
1983M COMPANYMMM62$9,4390.00%
199PFIZER INCPFE380$9,2070.00%
200SOUTHERN COMPANYSOMN100$9,1830.00%
201KINDER MORGANEP-PC312$9,1730.00%
202SHELL PLCRYDAF125$8,8010.00%
203SPDR SERIES78464A20197$8,6090.00%
204INNOVATOR GROWTHINHD312$8,5220.00%
205BAKER HUGHESBKR216$8,2810.00%
206SPDR S&P78464A300103$8,2150.00%
207SECTOR CONSUMER81369Y308101$8,1520.00%
208INNOVATOR INTLINHD255$8,1450.00%
209REALTY INCOMEO140$8,0650.00%
210SPDR S&P78464A797143$7,9750.00%
211MARATHON PETROLEUMMARA48$7,9730.00%
212AMERICAN HOMESAMH-PG219$7,8990.00%
213ADVISORSHARES PURE00768Y4533,251$7,8350.00%
214ARGENX SEARGX14$7,7170.00%
215COTERRA ENERGYCTRA300$7,6140.00%
216LOWES COMPANIES54866110734$7,5440.00%
217WELLTOWER INCWELL46$7,0540.00%
218FOX CORPFOX125$7,0050.00%
219SMURFIT WESTROCKSW162$6,9900.00%
220INNOVATOR U SINHD187$6,9730.00%
221SNOWFLAKE INCSNOW31$6,9370.00%
222ESSENT GROUPESNT110$6,6800.00%
223META PLATFORMSMETA9$6,6750.00%
224GLOBAL X37954Y715200$6,5300.00%
225BAYTEX ENERGYBTE3,602$6,4470.00%
226NIKE INCNKE90$6,4080.00%
227INNOVATOR GROWTHINHD125$6,3760.00%
228EPR PROPERTIES26884U109108$6,2820.00%
229ROBLOX CORPRBLX55$5,7860.00%
230VITAL FARMSVITL150$5,7780.00%
231MICROCHIP TECHNOLOGY INCMCHPP80$5,6210.00%
232CHENIERE ENERGYLNG100$5,6050.00%
233PALANTIR TECHNOLOGIESPLTR41$5,5890.00%
234HEALTHPEAK PPTYSDOC312$5,4630.00%
235CONAGRA BRANDSCAG267$5,4580.00%
236TRUIST FINANCIAL89832Q109125$5,3740.00%
237WARNER BROSWBD447$5,1220.00%
238SIMON PROPERTY82880610931$4,9840.00%
239QUALCOMM INCQCOM31$4,9370.00%
240PROLOGIS INCPLDGP46$4,8820.00%
241IQVIA HOLDINGSIQV29$4,5700.00%
242MCKESSON CORPMCK6$4,3970.00%
243JOHNSON & JOHNSONJNJ28$4,3450.00%
244AMPLIFY CYBERSECURITY03210866450$4,2760.00%
245STARBUCKS CORPSBUX46$4,2260.00%
246DOW INCDOW156$4,1310.00%
247GILEAD SCIENCESGILD37$4,1020.00%
248KEYSIGHT TECHNOLOGIESKEYS25$4,0970.00%
249LAMB WESTONLW79$4,0780.00%
250BECTON DICKINSONBDX24$4,0660.00%
251AMERICAN TOWER03027X10018$3,9780.00%
252UNITED PARCELUPS38$3,8820.00%
253ON HOLDINGH5919C10473$3,8000.00%
254AMER SPORTSAS97$3,7600.00%
255CHENIERE ENERGYLNG15$3,6530.00%
256LYONDELLBASELL INDUSTRIELYB62$3,5870.00%
257TOMPKINS FINANCIAL89011010957$3,5760.00%
258LULULEMON ATHLETICALULU15$3,5640.00%
259HEALTHCARE SELECT81369Y20924$3,2420.00%
260WHIRLPOOL CORPWHR-PA31$3,1440.00%
261LOCKHEED MARTINLMT7$3,0300.00%
262ISHARES 0-546429B74729$3,0080.00%
263DIAMONDBACK ENERGYFANG21$2,8850.00%
264SPDR INTERMEDIATE78464A672100$2,8820.00%
265AMERICAN AIRLINES02376R102250$2,8050.00%
266LENNAR CORPLEN-B25$2,7650.00%
267ALARUM TECHNOLOGIESALAR200$2,7060.00%
268GAMESTOP CORPGME-WT100$2,4390.00%
269ISHARES MSCI46428723450$2,4120.00%
270FIRST TRUST33738R60536$2,1200.00%
271XENIA HOTELSXHR146$1,8320.00%
272PLUG POWERPLUG1,134$1,6900.00%
273QUIDELORTHO CORPQDEL55$1,5850.00%
274SPDR MORTGAGE78464A38372$1,5840.00%
275COMCAST CORPCCZ39$1,3740.00%
276DEVON ENERGY25179M10340$1,2570.00%
277SPDR PORTFOLIO78464A37537$1,2400.00%
278OUSTER INCOUST51$1,2370.00%
279ISHARES CORE46434G10319$1,1540.00%
280COMMUNICATION SERVICES81369Y85210$1,0940.00%
281FINANCIAL SELECT81369Y60520$1,0600.00%
282CRYO-CELL INTL228895108200$1,0380.00%
283POINT BRIDGE26922A62820$1,0030.00%
284GLOBAL X37954Y83020$9150.00%
285GLOBAL X37954Y85524$9080.00%
286MICRON TECHNOLOGY INCMU7$8630.00%
287ISHARES SILVERSLV23$7550.00%
288GLOBAL X37954Y65735$6640.00%
289ISHARES NATIONAL4642884146$6290.00%
290MARRIOTT VACATIONSVAC8$5920.00%
291VANGUARD TOTAL9219378358$5910.00%
292SCHRODINGER INCSDGR28$5630.00%
293ADIENT PLCADNT28$5440.00%
294ISHARES RUSS4642874734$5310.00%
295ARK 3D00214Q50024$5250.00%
296SPDR NUVEEN78468R72111$4930.00%
297ISHARES RUSSELL4642876303$4750.00%
298CRISPR THERAPEUTICSCRSP7$3400.00%
299VANGUARD MID9229085122$3290.00%
300DWAVE QUANTUMQBTS18$2640.00%
301FORD MOTOR34537086022$2330.00%
302POWER REITPW-PA75$810.00%