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 |
|---|---|
INFLLISTED FD TR | $541K |
JSIJANUS DETROIT STR TR | $541K |
OUSAALPS ETF TR | $540K |
SRESEMPRA | $539K |
TDFTEMPLETON DRAGON FD INC | $539K |
T7DTRANSDIGM GROUP INC | $538K |
FHLCFIDELITY COVINGTON TRUST | $537K |
SPYGSPDR SER TR | $537K |
CMICUMMINS INC | $536K |
CBRECBRE GROUP INC | $534K |
SPMDSPDR SER TR | $530K |
FNFFIDELITY NATIONAL FINANCIAL | $529K |
VEUVANGUARD INTL EQUITY INDEX F | $527K |
SPYDSPDR SER TR | $527K |
XSCDXLMP CAP & INCOME FD INC | $525K |
SLBSCHLUMBERGER LTD | $524K |
IGRCBRE GBL REAL ESTATE INC FD | $524K |
FVALFIDELITY COVINGTON TRUST | $523K |
WPCWP CAREY INC | $522K |
HDVISHARES TR | $520K |
KOFCOCA-COLA FEMSA SAB DE CV | $518K |
FFAFIRST TR ENHANCED EQUITY INC | $517K |
POOLPOOL CORP | $517K |
VSGXVANGUARD WORLD FD | $515K |
METMETLIFE INC | $513K |
ELVELEVANCE HEALTH INC | $513K |
YUMYUM BRANDS INC | $511K |
EOIEATON VANCE ENHANCED EQUITY | $511K |
TPRTAPESTRY INC | $510K |
INDAISHARES TR | $509K |
EYLDCAMBRIA ETF TR | $508K |
IWNISHARES TR | $508K |
DDOMINION ENERGY INC | $507K |
BAMBROOKFIELD ASSET MANAGMT LTD | $502K |
IGVISHARES TR | $501K |
EINCVANECK ETF TRUST | $501K |
PAYCPAYCOM SOFTWARE INC | $500K |
TEAMATLASSIAN CORPORATION | $497K |
BBIOBRIDGEBIO PHARMA INC | $497K |
EWJISHARES INC | $496K |
FBCGFIDELITY COVINGTON TRUST | $494K |
CMCANADIAN IMPERIAL BK COMM | $493K |
ZMZOOM COMMUNICATIONS INC | $491K |
TPLTEXAS PACIFIC LAND CORPORATI | $489K |
EDCONSOLIDATED EDISON INC | $487K |
ETRENTERGY CORP NEW | $486K |
CTVACORTEVA INC | $486K |
EPIWISDOMTREE TR | $485K |
IWXISHARES TR | $483K |
CEGCONSTELLATION ENERGY CORP | $482K |
USHYISHARES TR | $482K |
RPHSTWO RDS SHARED TR | $480K |
KBIAKB FINL GROUP INC | $480K |
FICOFAIR ISAAC CORP | $479K |
EBAEBAY INC. | $478K |
FSKFS KKR CAP CORP | $477K |
IPINTERNATIONAL PAPER CO | $476K |
MSIMOTOROLA SOLUTIONS INC | $476K |
BIDUNBAIDU INC | $476K |
MARMARRIOTT INTL INC NEW | $474K |
FYLDCAMBRIA ETF TR | $473K |
NGGNATIONAL GRID PLC | $469K |
GSHDGOOSEHEAD INS INC | $469K |
BSJTINVESCO EXCH TRD SLF IDX FD | $469K |
UNMUNUM GROUP | $468K |
USFRWISDOMTREE TR | $468K |
CLSCELESTICA INC | $464K |
CARRCARRIER GLOBAL CORPORATION | $462K |
ROKROCKWELL AUTOMATION INC | $462K |
IDXXIDEXX LABS INC | $461K |
REGNREGENERON PHARMACEUTICALS | $460K |
EWBCEAST WEST BANCORP INC | $459K |
BCIABRDN ETFS | $456K |
CSXCSX CORP | $454K |
CLVTRIP COM GROUP LTD | $454K |
WTRGESSENTIAL UTILS INC | $453K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $453K |
EVRGEVERGY INC | $452K |
LLOEWS CORP | $446K |
TOSTTOAST INC | $442K |
OREALTY INCOME CORP | $441K |
ETWEATON VANCE TAX-MANAGED GLOB | $441K |
CVNACARVANA CO | $441K |
EMLPFIRST TR EXCHANGE-TRADED FD | $440K |
CDNSCADENCE DESIGN SYSTEM INC | $439K |
NINISOURCE INC | $438K |
EEMVISHARES INC | $437K |
NXPINXP SEMICONDUCTORS N V | $436K |
WDAYWORKDAY INC | $435K |
DFJWISDOMTREE TR | $435K |
PWPPERELLA WEINBERG PARTNERS | $433K |
TRGPTARGA RES CORP | $433K |
BCCCGLOBAL X FDS | $433K |
DSIISHARES TR | $432K |
GOFGUGGENHEIM STRATEGIC OPPORTU | $430K |
FMXFOMENTO ECONOMICO MEXICANO S | $428K |
BSTBLACKROCK SCIENCE & TECHNOLO | $428K |
VPLVANGUARD INTL EQUITY INDEX F | $427K |
MLMMARTIN MARIETTA MATLS INC | $426K |
HMCHONDA MOTOR LTD | $426K |