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)

StockValue
GMEDGLOBUS MED INC
$426K
CHTRCHARTER COMMUNICATIONS INC N
$423K
CIBRFIRST TR EXCHANGE TRADED FD
$422K
SUSUNCOR ENERGY INC NEW
$419K
QDIVGLOBAL X FDS
$419K
XSOEWISDOMTREE TR
$419K
GDDYGODADDY INC
$418K
A4SAMERIPRISE FINL INC
$418K
PHMPULTE GROUP INC
$418K
MPTMEDICAL PPTYS TRUST INC
$418K
HQYHEALTHEQUITY INC
$416K
XLISELECT SECTOR SPDR TR
$415K
IGFISHARES TR
$414K
IEURISHARES TR
$414K
VYMIVANGUARD WHITEHALL FDS
$411K
YPFYPF SOCIEDAD ANONIMA
$411K
URIUNITED RENTALS INC
$411K
TMETENCENT MUSIC ENTMT GROUP
$411K
CCLCARNIVAL CORP
$408K
NETCLOUDFLARE INC
$408K
EUFNISHARES TR
$407K
SYYSYSCO CORP
$407K
FXIISHARES TR
$407K
VIOGVANGUARD ADMIRAL FDS INC
$406K
CBOECBOE GLOBAL MKTS INC
$404K
CPCANADIAN PACIFIC KANSAS CITY
$403K
MLIMUELLER INDS INC
$403K
ARGTGLOBAL X FDS
$401K
MIGAMICROSTRATEGY INC
$401K
RSGREPUBLIC SVCS INC
$400K
DOVDOVER CORP
$400K
FFORD MTR CO
$400K
PNRPENTAIR PLC
$399K
SLYVSPDR SER TR
$399K
KGCKINROSS GOLD CORP
$397K
MTBM & T BK CORP
$397K
QHDGINNOVATOR ETFS TRUST
$395K
PPLTABRDN PLATINUM ETF TRUST
$394K
ARANTERO RESOURCES CORP
$393K
IAPRINNOVATOR ETFS TRUST
$391K
VOTVANGUARD INDEX FDS
$391K
VPUVANGUARD WORLD FD
$390K
PFNPIMCO INCOME STRATEGY FD II
$390K
LILI AUTO INC
$390K
KVUEKENVUE INC
$390K
TRMDTORM PLC
$389K
JLLJONES LANG LASALLE INC
$389K
LNTALLIANT ENERGY CORP
$388K
VNQIVANGUARD INTL EQUITY INDEX F
$388K
SANMSANMINA CORPORATION
$386K
ESMLISHARES TR
$386K
NUNU HLDGS LTD
$384K
DEODIAGEO PLC
$383K
AQLTISHARES TR
$381K
DOCHEALTHPEAK PROPERTIES INC
$381K
USFDUS FOODS HLDG CORP
$378K
XEXGXEATON VANCE TAX-MANAGED GLOB
$377K
MBSANGEL OAK FUNDS TRUST
$377K
XLYSELECT SECTOR SPDR TR
$377K
JEFJEFFERIES FINL GROUP INC
$377K
ARKKARK ETF TR
$376K
AXIACENTRAIS ELETRICAS BRASILEIR
$375K
HLTHILTON WORLDWIDE HLDGS INC
$375K
MEDPMEDPACE HLDGS INC
$375K
ZGZILLOW GROUP INC
$374K
LENLENNAR CORP
$370K
ESEVERSOURCE ENERGY
$370K
CHRWC H ROBINSON WORLDWIDE INC
$369K
PEOEXELON CORP
$368K
HQHABRDN HEALTHCARE INVESTORS
$368K
CNHICNH INDL N V
$368K
PPLPPL CORP
$367K
VENVENTAS INC
$367K
ALBALBEMARLE CORP
$366K
DYHTARGET CORP
$366K
DFSEURDISCOVER FINL SVCS
$365K
BBREJ P MORGAN EXCHANGE TRADED F
$365K
VTHRVANGUARD SCOTTSDALE FDS
$365K
HAMHARMONY GOLD MINING CO LTD
$364K
ASXASE TECHNOLOGY HLDG CO LTD
$362K
OKTAOKTA INC
$361K
SHGSHINHAN FINANCIAL GROUP CO L
$361K
GVAGRANITE CONSTR INC
$360K
DFUSDIMENSIONAL ETF TRUST
$356K
KBWBINVESCO EXCH TRADED FD TR II
$353K
XPEVXPENG INC
$353K
MDYGSPDR SER TR
$352K
SMHVANECK ETF TRUST
$351K
SGDMSPROTT ETF TRUST
$349K
FLEXFLEX LTD
$349K
GLPIGAMING & LEISURE PPTYS INC
$348K
XLSRSSGA ACTIVE TR
$348K
HLNHALEON PLC
$347K
LKQ1LKQ CORP
$347K
PNWPINNACLE WEST CAP CORP
$345K
GLWCORNING INC
$344K
WRBBERKLEY W R CORP
$342K
SMMDISHARES TR
$341K
RLRALPH LAUREN CORP
$341K
EXEEXPAND ENERGY CORPORATION
$340K
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