Compound Planning, Inc. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.2B
Holdings
1,022
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,022 positions)
| Stock | Value |
|---|---|
OVVOVINTIV INC | $232K |
CFGCITIZENS FINL GROUP INC | $232K |
FIWFIRST TR EXCHANGE-TRADED FD | $231K |
AEEAMEREN CORP | $230K |
DTDYNATRACE INC | $230K |
ODFLOLD DOMINION FREIGHT LINE IN | $229K |
GBILGOLDMAN SACHS ETF TR | $229K |
TFLOISHARES TR | $229K |
AWCAMERICAN WTR WKS CO INC NEW | $228K |
SMCSUMMIT MIDSTREAM CORPORATION | $228K |
RITMRITHM CAPITAL CORP | $228K |
ZSZSCALER INC | $226K |
BSTZBLACKROCK SCIENCE & TECHNOLO | $226K |
BILSSPDR SER TR | $226K |
KDPKEURIG DR PEPPER INC | $225K |
FNVFRANCO NEV CORP | $225K |
TXRHTEXAS ROADHOUSE INC | $225K |
BSCUINVESCO EXCH TRD SLF IDX FD | $224K |
KHCKRAFT HEINZ CO | $223K |
HYTBLACKROCK CORPOR HI YLD FD I | $223K |
FERGFERGUSON ENTERPRISES INC | $222K |
SAJACOMPANHIA DE SANEAMENTO BASI | $222K |
GLGLOBE LIFE INC | $222K |
MOHMOLINA HEALTHCARE INC | $222K |
ALLEALLEGION PLC | $221K |
PENPENUMBRA INC | $221K |
CNRCANADIAN NATL RY CO | $221K |
SUSBISHARES TR | $221K |
EQREQUITY RESIDENTIAL | $220K |
BSCWINVESCO EXCH TRD SLF IDX FD | $219K |
FNDCSCHWAB STRATEGIC TR | $219K |
HEFAISHARES TR | $219K |
FYBRFRONTIER COMMUNICATIONS PARE | $218K |
IVOVVANGUARD ADMIRAL FDS INC | $217K |
IGEBISHARES TR | $216K |
OEFISHARES TR | $216K |
WFWOORI FINL GROUP INC | $215K |
BYLDISHARES TR | $215K |
ATOATMOS ENERGY CORP | $214K |
WEAWESTERN ALLIANCE BANCORP | $214K |
IDUBETF SER SOLUTIONS | $214K |
EIXEDISON INTL | $214K |
EZUISHARES INC | $213K |
XCHYXCALAMOS CONV & HIGH INCOME F | $212K |
HRBBLOCK H & R INC | $212K |
HYGHISHARES U S ETF TR | $211K |
JBLJABIL INC | $211K |
GGGGRACO INC | $210K |
CBSHCOMMERCE BANCSHARES INC | $210K |
WBSWEBSTER FINL CORP | $209K |
LUMNLUMEN TECHNOLOGIES INC | $209K |
RCSPIMCO STRATEGIC INCOME FD | $209K |
ALSNALLISON TRANSMISSION HLDGS I | $209K |
HYSPIMCO ETF TR | $208K |
ESSESSEX PPTY TR INC | $208K |
EXREXTRA SPACE STORAGE INC | $208K |
DRSKETF SER SOLUTIONS | $208K |
NCLHNORWEGIAN CRUISE LINE HLDG L | $207K |
DFAXDIMENSIONAL ETF TRUST | $207K |
YMMFULL TRUCK ALLIANCE CO LTD | $206K |
GVIPGOLDMAN SACHS ETF TR | $206K |
VDEVANGUARD WORLD FD | $206K |
BBYBEST BUY INC | $206K |
ALLYALLY FINL INC | $205K |
BUTIDAL TR II | $204K |
DOGPROSHARES TR | $204K |
MGMMGM RESORTS INTERNATIONAL | $203K |
ACMAECOM | $202K |
CINFCINCINNATI FINL CORP | $202K |
ALRMALARM COM HLDGS INC | $202K |
UDRUDR INC | $202K |
FNCLFIDELITY COVINGTON TRUST | $202K |
CCKCROWN HLDGS INC | $202K |
NDMONUVEEN DYNAMIC MUN OPPORTUNI | $201K |
AESAES CORP | $201K |
HUBSHUBSPOT INC | $201K |
JLSNUVEEN MORTGAGE AND INCOME F | $201K |
GUNRFLEXSHARES TR | $201K |
AKXANSYS INC | $201K |
TPDSOMNIGROUP INTERNATIONAL INC | $201K |
RRCRANGE RES CORP | $200K |
ABXBARRICK GOLD CORP | $199K |
HPEHEWLETT PACKARD ENTERPRISE C | $195K |
GOODGLADSTONE COMMERCIAL CORP | $190K |
TKCTURKCELL ILETISIM HIZMETLERI | $186K |
PCGPG&E CORP | $178K |
OPENOPENDOOR TECHNOLOGIES INC | $177K |
VODVODAFONE GROUP PLC NEW | $172K |
NMRNOMURA HLDGS INC | $169K |
XAODXABRDN TOTAL DYNAMIC DIVIDEND | $169K |
BSCVINVESCO EXCH TRD SLF IDX FD | $164K |
PDTHANCOCK JOHN PREM DIVID FD | $150K |
CXCEMEX SAB DE CV | $149K |
XFLTXAI OCTAGN FLT RAT & ALT INM | $149K |
SNAPSNAP INC | $144K |
TELFYTELEFONICA S A | $136K |
WITWIPRO LTD | $131K |
CIGCIA ENERGETICA DE MINAS GERA | $130K |
NIONIO INC | $129K |
KEPKOREA ELEC PWR CORP | $119K |