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 |
|---|---|
KEYKEYCORP | $708K |
NYFISHARES TR | $707K |
BNBROOKFIELD CORP | $707K |
ABNBAIRBNB INC | $698K |
DELLDELL TECHNOLOGIES INC | $696K |
AMANTERO MIDSTREAM CORP | $695K |
GOEXGLOBAL X FDS | $694K |
EFXEQUIFAX INC | $694K |
LYGLLOYDS BANKING GROUP PLC | $686K |
ARKQARK ETF TR | $685K |
SLVPISHARES INC | $684K |
CSGPCOSTAR GROUP INC | $684K |
DDOGDATADOG INC | $682K |
DGTSPDR SER TR | $680K |
DBAWDBX ETF TR | $677K |
PSXPHILLIPS 66 | $677K |
PYPLPAYPAL HLDGS INC | $675K |
MSCIMSCI INC | $674K |
LGLVSPDR SER TR | $673K |
LNGCHENIERE ENERGY INC | $666K |
ARKFARK ETF TR | $664K |
DCREDOUBLELINE ETF TRUST | $661K |
MDLZMONDELEZ INTL INC | $660K |
RFREGIONS FINANCIAL CORP NEW | $657K |
ARCCARES CAPITAL CORP | $656K |
YUMCYUM CHINA HLDGS INC | $654K |
RCLROYAL CARIBBEAN GROUP | $652K |
TRPTC ENERGY CORP | $652K |
GEVGE VERNOVA INC | $651K |
ALCALCON AG | $650K |
TAKTAKEDA PHARMACEUTICAL CO LTD | $649K |
TFISPDR SER TR | $643K |
CLCOLGATE PALMOLIVE CO | $642K |
GMGENERAL MTRS CO | $642K |
ADSKAUTODESK INC | $639K |
SPBOSPDR SER TR | $639K |
PLDPROLOGIS INC. | $635K |
DYNFBLACKROCK ETF TRUST | $627K |
VLOVALERO ENERGY CORP | $626K |
NEMNEWMONT CORP | $624K |
TFCTRUIST FINL CORP | $623K |
LHXL3HARRIS TECHNOLOGIES INC | $622K |
TWLOTWILIO INC | $622K |
VFLOVICTORY PORTFOLIOS II | $621K |
BSCQINVESCO EXCH TRD SLF IDX FD | $621K |
JCIJOHNSON CTLS INTL PLC | $619K |
APPAPPLOVIN CORP | $618K |
BGRNISHARES TR | $618K |
SNEXSTONEX GROUP INC | $617K |
XLCSELECT SECTOR SPDR TR | $614K |
NTESNETEASE INC | $614K |
GWREGUIDEWIRE SOFTWARE INC | $613K |
NUENUCOR CORP | $610K |
EDGGOLD FIELDS LTD | $608K |
EWXSPDR INDEX SHS FDS | $604K |
HIGHARTFORD INSURANCE GROUP INC | $601K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $600K |
ENFRALPS ETF TR | $599K |
FOXAFOX CORP | $596K |
EOSEATON VANCE ENHANCED EQUITY | $594K |
GDGENERAL DYNAMICS CORP | $592K |
ALSALLSTATE CORP | $592K |
GWWGRAINGER W W INC | $592K |
SCHJSCHWAB STRATEGIC TR | $590K |
INFYINFOSYS LTD | $590K |
VXUSVANGUARD STAR FDS | $587K |
UPSTUPSTART HLDGS INC | $585K |
VGSHVANGUARD SCOTTSDALE FDS | $585K |
DOCUDOCUSIGN INC | $582K |
PCARPACCAR INC | $581K |
DMBSDOUBLELINE ETF TRUST | $578K |
KRKROGER CO | $577K |
AJGGALLAGHER ARTHUR J & CO | $577K |
VRSKVERISK ANALYTICS INC | $576K |
WECWEC ENERGY GROUP INC | $575K |
NWGNATWEST GROUP PLC | $575K |
CITHE CIGNA GROUP | $575K |
FSCOFS CREDIT OPPORTUNITIES CORP | $571K |
SDYSPDR SER TR | $570K |
XFEBFIRST TR SPECIALTY FIN & FIN | $570K |
MCOMOODYS CORP | $567K |
VOOGVANGUARD ADMIRAL FDS INC | $564K |
GLADGLADSTONE CAPITAL CORP | $564K |
XLESELECT SECTOR SPDR TR | $562K |
XYZBLOCK INC | $562K |
SPHDINVESCO EXCH TRADED FD TR II | $562K |
RACEFERRARI N V | $562K |
NOCNORTHROP GRUMMAN CORP | $560K |
AUANGLOGOLD ASHANTI PLC | $557K |
BNSBANK NOVA SCOTIA HALIFAX | $555K |
AVUSAMERICAN CENTY ETF TR | $554K |
WATWATERS CORP | $554K |
PDIPIMCO DYNAMIC INCOME FD | $553K |
EOGEOG RES INC | $553K |
EQHEQUITABLE HLDGS INC | $552K |
CSQCALAMOS STRATEGIC TOTAL RETU | $551K |
MNSTMONSTER BEVERAGE CORP NEW | $551K |
BNDINEOS ETF TRUST | $550K |
CRCCANADIAN NAT RES LTD | $548K |
GDXVANECK ETF TRUST | $545K |