Nancy E Renshaw

@Compton Wealth Advisory Group, Llc

Latest period2024 - Q4

Reported6d 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
KOCoca Cola Co Recent Activity Decreased -2.71%	0.12%	$460,433 7,395 shares@ $62.27 avg price	Decreased -2.71%
NSCNorfolk Southn Corp Recent Activity Decreased -5.73%	0.08%	$304,641 1,298 shares@ $234.71 avg price	Decreased -5.73%
GLDSpdr Gold Tr Recent Activity Decreased -23.27%	0.07%	$261,743 1,081 shares@ $242.14 avg price	Decreased -23.27%