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 |
|---|---|
MMTMFS MULTIMARKET INCOME TR | $282K |
FISFIDELITY NATL INFORMATION SV | $282K |
STLDSTEEL DYNAMICS INC | $282K |
CALFPACER FDS TR | $281K |
CPTCAMDEN PPTY TR | $281K |
BSCSINVESCO EXCH TRD SLF IDX FD | $281K |
STTSTATE STR CORP | $280K |
ESGEISHARES INC | $280K |
FFIVF5 INC | $280K |
SMLVSPDR SER TR | $280K |
NTRNUTRIEN LTD | $280K |
VSTVISTRA CORP | $278K |
WPMWHEATON PRECIOUS METALS CORP | $277K |
FTITECHNIPFMC PLC | $276K |
FALNISHARES TR | $276K |
GPCGENUINE PARTS CO | $276K |
SCHZSCHWAB STRATEGIC TR | $275K |
GDXJVANECK ETF TRUST | $275K |
ABGCENCORA INC | $275K |
ABEVAMBEV SA | $272K |
VNOVORNADO RLTY TR | $272K |
REGREGENCY CTRS CORP | $271K |
NTRANATERA INC | $271K |
VIOOVANGUARD ADMIRAL FDS INC | $269K |
PHBINVESCO EXCH TRADED FD TR II | $268K |
ATLOAMES NATL CORP | $268K |
CRSCARPENTER TECHNOLOGY CORP | $268K |
LECOLINCOLN ELEC HLDGS INC | $268K |
RELYREMITLY GLOBAL INC | $266K |
TOLTOLL BROTHERS INC | $266K |
FCPIFIDELITY COVINGTON TRUST | $265K |
IXCISHARES TR | $265K |
DDLSWISDOMTREE TR | $265K |
GISGENERAL MLS INC | $264K |
PWRQUANTA SVCS INC | $262K |
AVKADVENT CONV & INCOME FD | $262K |
SKYYFIRST TR EXCHANGE TRADED FD | $260K |
DKSDICKS SPORTING GOODS INC | $260K |
WTWWILLIS TOWERS WATSON PLC LTD | $260K |
VOOVVANGUARD ADMIRAL FDS INC | $259K |
MCXMCCORMICK & CO INC | $259K |
GGTGABELLI MULTIMEDIA TR INC | $258K |
CMACOMERICA INC | $258K |
DPZDOMINOS PIZZA INC | $258K |
AVUVAMERICAN CENTY ETF TR | $258K |
XLFISELECT SECTOR SPDR TR | $258K |
EAELECTRONIC ARTS INC | $258K |
DC4DEXCOM INC | $257K |
SBACSBA COMMUNICATIONS CORP NEW | $257K |
CIIBLACKROCK ENHANCED LARGE CAP | $257K |
ROSTROSS STORES INC | $256K |
UMCUNITED MICROELECTRONICS CORP | $256K |
FJPFIRST TR EXCH TRD ALPHDX FD | $256K |
STZCONSTELLATION BRANDS INC | $256K |
WWDWOODWARD INC | $255K |
BMRNBIOMARIN PHARMACEUTICAL INC | $253K |
STAGSTAG INDL INC | $253K |
EXPEEXPEDIA GROUP INC | $253K |
ROLROLLINS INC | $252K |
DMLPDORCHESTER MINERALS LP | $250K |
AVBAVALONBAY CMNTYS INC | $250K |
BBDBANCO BRADESCO S A | $250K |
FITBFIFTH THIRD BANCORP | $249K |
VTWVVANGUARD SCOTTSDALE FDS | $248K |
PG4PRINCIPAL FINANCIAL GROUP IN | $248K |
IBDUISHARES TR | $246K |
ARMARM HOLDINGS PLC | $246K |
PYLDPIMCO ETF TR | $246K |
BOXXEA SERIES TRUST | $246K |
TELTE CONNECTIVITY PLC | $245K |
LIILENNOX INTL INC | $245K |
RPRXROYALTY PHARMA PLC | $244K |
SMCISUPER MICRO COMPUTER INC | $244K |
OXYOCCIDENTAL PETE CORP | $244K |
VRTVERTIV HOLDINGS CO | $243K |
PNFPPINNACLE FINL PARTNERS INC | $243K |
USIGISHARES TR | $243K |
PDBCINVESCO ACTVELY MNGD ETC FD | $242K |
AGNCAGNC INVT CORP | $241K |
EMEEMCOR GROUP INC | $240K |
SWKSTANLEY BLACK & DECKER INC | $240K |
ADFITWO RDS SHARED TR | $239K |
XELXCEL ENERGY INC | $239K |
AMEAMETEK INC | $238K |
EEMISHARES TR | $237K |
RABROOKFIELD REAL ASSETS INCOM | $237K |
QQQMINVESCO EXCH TRADED FD TR II | $237K |
EXPDEXPEDITORS INTL WASH INC | $236K |
XTISHARES TR | $236K |
CWCURTISS WRIGHT CORP | $236K |
IQIINVESCO QUALITY MUN INCOME T | $235K |
WSMWILLIAMS SONOMA INC | $235K |
COOCOOPER COS INC | $234K |
AMXAMERICA MOVIL SAB DE CV | $234K |
PKNREVVITY INC | $234K |
NSCNORFOLK SOUTHN CORP | $233K |
DVNDEVON ENERGY CORP NEW | $233K |
MORNMORNINGSTAR INC | $233K |
ITTITT INC | $233K |
VIPSVIPSHOP HLDGS LTD | $233K |