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Nancy E Renshaw

@Compton Wealth Advisory Group, Llc

Latest period2024 - Q4ReportedManaged Assets$387.527MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Increased 3.57%
2.68%
$10.372M
24,608 shares@ $421.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.45%
2.21%
$8.534M
45,080 shares@ $189.31 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.98%
2.15%
$8.301M
37,838 shares@ $219.4 avg price
AVGOBroadcom Inc
Recent Activity
Increased 2.36%
2.14%
$8.287M
35,744 shares@ $231.84 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 38.41%
2.1%
$8.108M
139,353 shares@ $58.19 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.61%
1.86%
$7.172M
29,918 shares@ $239.71 avg price
IVWIshares Tr
Recent Activity
Increased 0.1%
1.71%
$6.598M
64,984 shares@ $101.53 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.84%
1.62%
$6.265M
13,822 shares@ $453.28 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -2.01%
1.61%
$6.23M
130,272 shares@ $47.82 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.88%
1.21%
$4.668M
9,227 shares@ $505.88 avg price