Compound Planning, Inc. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.2T
Holdings
1,022
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,022 positions)
| Stock | Value |
|---|---|
BSXBOSTON SCIENTIFIC CORP | $1.1B |
XFFCXFLAHERTY & CRUMRINE PFD SECS | $1.1B |
PWZINVESCO EXCH TRADED FD TR II | $1.0B |
CITCINTAS CORP | $1.0B |
COPCONOCOPHILLIPS | $1.0B |
IBITISHARES BITCOIN TRUST ETF | $1.0B |
DBDEUTSCHE BANK A G | $1.0B |
URTHISHARES INC | $998.4M |
USBUS BANCORP DEL | $994.9M |
AIGAMERICAN INTL GROUP INC | $990.9M |
AONAON PLC | $984.9M |
XLUSELECT SECTOR SPDR TR | $983.1M |
LRCXLAM RESEARCH CORP | $981.2M |
PAPRINNOVATOR ETFS TRUST | $974.9M |
GSKGSK PLC | $974.5M |
WELLWELLTOWER INC | $974.3M |
KKRKKR & CO INC | $970.3M |
BBVABANCO BILBAO VIZCAYA ARGENTA | $969.9M |
VTIPVANGUARD MALVERN FDS | $959.5M |
IBKRINTERACTIVE BROKERS GROUP IN | $957.8M |
PDDPDD HOLDINGS INC | $952.8M |
ROPROPER TECHNOLOGIES INC | $947.4M |
DASHDOORDASH INC | $946.9M |
VEEVVEEVA SYS INC | $946.2M |
JPSTJ P MORGAN EXCHANGE TRADED F | $940.4M |
ORLYOREILLY AUTOMOTIVE INC | $934.0M |
MRSHMARSH & MCLENNAN COS INC | $929.4M |
SPTLSPDR SER TR | $929.3M |
FASTFASTENAL CO | $928.8M |
AEMAGNICO EAGLE MINES LTD | $927.1M |
SPGIS&P GLOBAL INC | $926.0M |
AEPAMERICAN ELEC PWR CO INC | $921.5M |
MDYSPDR S&P MIDCAP 400 ETF TR | $920.3M |
VCSHVANGUARD SCOTTSDALE FDS | $920.2M |
EMNEASTMAN CHEM CO | $914.9M |
VOEVANGUARD INDEX FDS | $910.4M |
BUDANHEUSER BUSCH INBEV SA/NV | $910.1M |
HWMHOWMET AEROSPACE INC | $909.5M |
WCNWASTE CONNECTIONS INC | $909.0M |
CPRTCOPART INC | $906.8M |
TTENTOTALENERGIES SE | $906.6M |
APHAMPHENOL CORP NEW | $903.4M |
SESEA LTD | $895.1M |
IJJISHARES TR | $889.7M |
DDDUPONT DE NEMOURS INC | $877.9M |
IWDISHARES TR | $875.9M |
WSOWATSCO INC | $875.3M |
CARTMAPLEBEAR INC | $870.8M |
SCCOSOUTHERN COPPER CORP | $870.3M |
ICEINTERCONTINENTAL EXCHANGE IN | $862.4M |
MPCMARATHON PETE CORP | $858.8M |
SPTISPDR SER TR | $857.9M |
BMYBRISTOL-MYERS SQUIBB CO | $855.3M |
ACNACCENTURE PLC IRELAND | $850.3M |
CRWDCROWDSTRIKE HLDGS INC | $848.8M |
FBNDFIDELITY MERRIMACK STR TR | $848.8M |
TRVTRAVELERS COMPANIES INC | $845.1M |
KMXCARMAX INC | $844.0M |
SLQDISHARES TR | $839.4M |
BLVVANGUARD BD INDEX FDS | $838.0M |
PNCPNC FINL SVCS GROUP INC | $830.7M |
OCOWENS CORNING NEW | $828.9M |
BSJSINVESCO EXCH TRD SLF IDX FD | $825.0M |
JMBSJANUS DETROIT STR TR | $822.1M |
MFGMIZUHO FINANCIAL GROUP INC | $822.0M |
SGOVISHARES TR | $822.0M |
SCZISHARES TR | $821.0M |
PHPARKER-HANNIFIN CORP | $819.4M |
BXSLBLACKSTONE SECD LENDING FD | $817.5M |
AMATAPPLIED MATLS INC | $816.4M |
EMREMERSON ELEC CO | $814.2M |
MKLMARKEL GROUP INC | $803.9M |
TDTORONTO DOMINION BK ONT | $801.5M |
ROEEA SERIES TRUST | $801.1M |
BPBP PLC | $801.0M |
AZOAUTOZONE INC | $800.7M |
PAYXPAYCHEX INC | $792.1M |
MCKMCKESSON CORP | $784.9M |
SPSMSPDR SER TR | $768.6M |
MFCMANULIFE FINL CORP | $760.6M |
SCHXSCHWAB STRATEGIC TR | $756.1M |
MASMASCO CORP | $755.7M |
TTTRANE TECHNOLOGIES PLC | $752.2M |
VONGVANGUARD SCOTTSDALE FDS | $748.3M |
INGING GROEP N.V. | $746.1M |
APDAIR PRODS & CHEMS INC | $739.9M |
SCISERVICE CORP INTL | $738.8M |
BMOBANK MONTREAL QUE | $738.0M |
AVEMAMERICAN CENTY ETF TR | $734.4M |
SCHPSCHWAB STRATEGIC TR | $732.7M |
ESGDISHARES TR | $731.4M |
SLVISHARES SILVER TR | $726.3M |
PBRPETROLEO BRASILEIRO SA PETRO | $721.5M |
QTUMETF SER SOLUTIONS | $720.5M |
OGNORGANON & CO | $720.4M |
VALEVALE S A | $716.9M |
TMFCRBB FD INC | $716.8M |
INTCINTEL CORP | $714.6M |
DBPINVESCO DB MULTI-SECTOR COMM | $711.2M |
ETENERGY TRANSFER L P | $708.0M |