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Compass Ion Advisors, LLC

All holdings · as of Dec 31, 2025

273 positions

CompanyClassValueShares% of portfolio
374Water Inc.SCWOCommon Stock$20.7K10,1640.0%
FS Credit Opportunities Corp.FSCOClosed-End Fund$80.7K12,8060.0%
Cullinan Therapeutics, Inc.$143.9K13,9040.0%
PIMCO ETF TR$201.0K3,8350.0%
FIDELITY MERRIMACK STR TR$201.6K3,9800.0%
iShares MSCI UAE ETF$201.9K2,4480.0%
AFLAC INC$201.9K1,8310.0%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$202.5K6,3170.0%
BRISTOL MYERS SQUIBB CO$203.0K3,7640.0%
INVESCO EXCHANGE TRADED FD T$204.1K1,9930.0%
The Boeing Company$207.1K9540.0%
Duke Energy Corp$208.2K1,7760.0%
J P MORGAN EXCHANGE TRADED F$212.8K3,6620.0%
J P MORGAN EXCHANGE TRADED F$213.1K3,7230.0%
ISHARES INC$213.2K1,1480.0%
Coinbase Global, Inc.$214.6K9490.0%
Fortinet Inc$215.0K2,7070.0%
DIMENSIONAL ETF TRUST$219.8K5,1640.0%
AT&T INC.$220.4K8,8720.0%
VANGUARD BD INDEX FDS$220.5K3,1710.0%
SCHWAB STRATEGIC TR$221.5K7,7780.0%
ISHARES TR$223.0K2,3160.0%
Walt Disney Co$223.7K1,9660.0%
REPUBLIC SERVICES, INC.$225.9K1,0660.0%
LANDSTAR SYSTEM INC$227.5K1,5830.0%
TRACTOR SUPPLY CO /DE$228.9K4,5770.0%
BANK OF AMERICA CORP /DE$231.5K4,2100.0%
MICRON TECHNOLOGY INC$231.8K8120.0%
BROOKFIELD ASSET MANAGMT LTD$237.3K4,5290.0%
ADVISORSHARES TR$239.0K3,4780.0%
ISHARES TR$245.6K7600.0%
ETF OPPORTUNITIES TRUST$247.8K8,9630.0%
WASTE MANAGEMENT INC$248.6K1,1310.0%
Marriott International Inc/MD$249.8K8050.0%
Arthur J. Gallagher & Co.$254.1K9820.0%
DIMENSIONAL ETF TRUST$257.1K3,6900.0%
iShares MSCI UAE ETF$257.1K2,9500.0%
VANGUARD INDEX FDS$257.7K8880.0%
ISHARES TR$258.4K11,2000.0%
Avery Dennison Corp$259.7K1,4280.0%
JOHN HANCOCK EXCHANGE TRADED$263.5K11,5390.0%
INNOVATOR ETFS TRUST$264.0K7,3000.0%
Frontdoor, Inc.$264.6K4,5860.0%
DYCOM INDUSTRIES INC$270.3K8000.0%
Parker-Hannifin Corp$270.8K3080.0%
FIDELITY COVINGTON TRUST$274.6K4,8430.0%
ISHARES TR$277.1K1,5290.0%
Agilent Technologies Inc$277.6K2,0400.0%
INNOVATOR ETFS TRUST$278.9K5,9310.0%
INNOVATOR ETFS TRUST$285.8K6,5080.0%
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