Nancy E Renshaw

@Compton Wealth Advisory Group, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$387.527M

Total holdings108

Assets growth rate-2.14%

Assets growth rate (2-Q avg)1.7%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Compton Wealth Advisory Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Compton Wealth Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 387.527M in assets, with a quarterly growth rate of -2.14% and a 2-quarter average growth rate of 1.7%. The portfolio is managed by Nancy E Renshaw, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SHYIshares Tr Recent Activity Exited	0%	$1.159M 13,933 shares@ $83.16 avg price	Exited
XOMExxon Mobil Corp Recent Activity Exited	0%	$228,229 1,947 shares@ $117.23 avg price	Exited
VYMVanguard Whitehall Fds Recent Activity Exited	0%	$213,068 1,662 shares@ $128.2 avg price	Exited
GDXJVaneck Etf Trust Recent Activity Exited	0%	$207,052 4,242 shares@ $48.81 avg price	Exited
CBTCabot Corp Recent Activity Exited	0%	$204,427 1,829 shares@ $111.77 avg price	Exited