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 |
|---|---|
SYFSYNCHRONY FINANCIAL | $340K |
IGMISHARES TR | $340K |
NWSANEWS CORP NEW | $339K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $338K |
VGKVANGUARD INTL EQUITY INDEX F | $338K |
VGLTVANGUARD SCOTTSDALE FDS | $337K |
BLDRBUILDERS FIRSTSOURCE INC | $337K |
SPYVSPDR SER TR | $336K |
DFAIDIMENSIONAL ETF TRUST | $335K |
EATBRINKER INTL INC | $334K |
HESHESS CORP | $334K |
BURLBURLINGTON STORES INC | $333K |
ORIOLD REP INTL CORP | $333K |
TRITHOMSON REUTERS CORP | $332K |
IXORIX CORP | $331K |
UNGUNITED STS NAT GAS FD LP | $331K |
BEKEKE HLDGS INC | $330K |
BRBRBELLRING BRANDS INC | $329K |
VMBSVANGUARD SCOTTSDALE FDS | $328K |
XYLDGLOBAL X FDS | $328K |
SPYINEOS ETF TRUST | $328K |
VXFVANGUARD INDEX FDS | $326K |
WABWABTEC | $326K |
CIVBCIVISTA BANCSHARES INC | $326K |
SNOWSNOWFLAKE INC | $324K |
GENGEN DIGITAL INC | $324K |
PRUPRUDENTIAL FINL INC | $323K |
PSFFPACER FDS TR | $323K |
LBRDKLIBERTY BROADBAND CORP | $323K |
FNDFSCHWAB STRATEGIC TR | $323K |
BDXBECTON DICKINSON & CO | $323K |
ERICTELEFONAKTIEBOLAGET LM ERICS | $322K |
CHTCHUNGHWA TELECOM CO LTD | $322K |
NLYANNALY CAPITAL MANAGEMENT IN | $321K |
PKXPOSCO HOLDINGS INC | $321K |
SNPSSYNOPSYS INC | $320K |
HCAHCA HEALTHCARE INC | $320K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $319K |
AGIALAMOS GOLD INC NEW | $318K |
PAASPAN AMERN SILVER CORP | $318K |
COHRCOHERENT CORP | $317K |
PUKNPRUDENTIAL PLC | $317K |
ACIOETF SER SOLUTIONS | $317K |
FQIDIGITAL RLTY TR INC | $316K |
TTDTHE TRADE DESK INC | $316K |
EAGGISHARES TR | $315K |
CAFXPROFESIONALLY MANAGED PORTFO | $315K |
FDXFEDEX CORP | $314K |
OTISOTIS WORLDWIDE CORP | $314K |
KIMKIMCO RLTY CORP | $313K |
QTWOQ2 HLDGS INC | $312K |
FTVFORTIVE CORP | $312K |
ARGXARGENX SE | $312K |
TBXPROSHARES TR | $312K |
FT2FIRST HORIZON CORPORATION | $311K |
APOAPOLLO GLOBAL MGMT INC | $310K |
ITGARTNER INC | $309K |
XMHQINVESCO EXCHANGE TRADED FD T | $308K |
NVDYTIDAL TR II | $308K |
BXPBXP INC | $307K |
KELKELLANOVA | $307K |
ASANASANA INC | $307K |
PHTPIONEER HIGH INCOME FUND INC | $306K |
TSCOTRACTOR SUPPLY CO | $303K |
TWTRADEWEB MKTS INC | $302K |
NOKNOKIA CORP | $300K |
EENI S P A | $300K |
JEPQJ P MORGAN EXCHANGE TRADED F | $299K |
SOFISOFI TECHNOLOGIES INC | $298K |
CASYCASEYS GEN STORES INC | $298K |
PSAPUBLIC STORAGE OPER CO | $298K |
BCPCBALCHEM CORP | $297K |
RLIRLI CORP | $296K |
SCHESCHWAB STRATEGIC TR | $295K |
RSRELIANCE INC | $293K |
LULULULULEMON ATHLETICA INC | $293K |
KMBKIMBERLY-CLARK CORP | $292K |
ITCIEURINTRA-CELLULAR THERAPIES INC | $292K |
8CWCROWN CASTLE INC | $292K |
EMBJEMBRAER S.A. | $292K |
PINSPINTEREST INC | $292K |
SFMSPROUTS FMRS MKT INC | $291K |
AIZASSURANT INC | $290K |
VICIVICI PPTYS INC | $290K |
FLUTFLUTTER ENTMT PLC | $290K |
ZIONZIONS BANCORPORATION N A | $289K |
SSRMSSR MINING IN | $289K |
EMOCLEARBRIDGE ENERGY MIDSTRM O | $289K |
DBEFDBX ETF TR | $288K |
PKGPACKAGING CORP AMER | $288K |
QFINQIFU TECHNOLOGY INC | $287K |
TPZTORTOISE CAPITAL SERIES TRUS | $286K |
ADCAGREE RLTY CORP | $286K |
BAPCREDICORP LTD | $286K |
CAHCARDINAL HEALTH INC | $284K |
ADMARCHER DANIELS MIDLAND CO | $284K |
GRMNGARMIN LTD | $284K |
BIVVANGUARD BD INDEX FDS | $283K |
CRLCHARLES RIV LABS INTL INC | $283K |
RMERESMED INC | $283K |