Compound Planning, Inc. Q3 2024 Filing
Filed October 8, 2024
Portfolio Value
$1600.3T
Holdings
908
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (908 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | RSPINVESCO EXCHANGE TRADED FD T | 15,549 | $2.8T | 0.17% | |
| 102 | BABOEING CO | 18,055 | $2.7T | 0.17% | |
| 103 | CALFPACER FDS TR | 57,744 | $2.7T | 0.17% | |
| 104 | SPHYSPDR SER TR | 109,499 | $2.6T | 0.16% | |
| 105 | TAT&T INC | 118,332 | $2.6T | 0.16% | |
| 106 | VGTVANGUARD WORLD FD | 4,390 | $2.6T | 0.16% | |
| 107 | CMFISHARES TR | 43,983 | $2.6T | 0.16% | |
| 108 | UNPUNION PAC CORP | 10,345 | $2.5T | 0.16% | |
| 109 | BXBLACKSTONE INC | 16,487 | $2.5T | 0.16% | |
| 110 | ORCLORACLE CORP | 14,579 | $2.5T | 0.16% | |
| 111 | SHVISHARES TR | 22,224 | $2.5T | 0.15% | |
| 112 | ABBVABBVIE INC | 12,373 | $2.4T | 0.15% | |
| 113 | DISDISNEY WALT CO | 25,315 | $2.4T | 0.15% | |
| 114 | SHYISHARES TR | 28,616 | $2.4T | 0.15% | |
| 115 | DHRDANAHER CORPORATION | 8,525 | $2.4T | 0.15% | |
| 116 | XCCCBONDBLOXX ETF TRUST | 59,290 | $2.4T | 0.15% | |
| 117 | IWYISHARES TR | 10,722 | $2.4T | 0.15% | |
| 118 | UPSTUPSTART HLDGS INC | 58,743 | $2.4T | 0.15% | |
| 119 | SHYGISHARES TR | 53,487 | $2.3T | 0.15% | |
| 120 | UBERUBER TECHNOLOGIES INC | 30,679 | $2.3T | 0.14% | |
| 121 | TBXPROSHARES TR | 58,112 | $2.3T | 0.14% | |
| 122 | ANETEURARISTA NETWORKS INC | 5,783 | $2.2T | 0.14% | |
| 123 | BACVERIZON COMMUNICATIONS INC | 48,594 | $2.2T | 0.14% | |
| 124 | AZNASTRAZENECA PLC | 27,835 | $2.2T | 0.14% | |
| 125 | BKNGBOOKING HOLDINGS INC | 514 | $2.2T | 0.14% | |
| 126 | SPYMSPDR SER TR | 31,697 | $2.1T | 0.13% | |
| 127 | BABAALIBABA GROUP HLDG LTD | 20,046 | $2.1T | 0.13% | |
| 128 | VIGVANGUARD SPECIALIZED FUNDS | 10,731 | $2.1T | 0.13% | |
| 129 | OZBELPOINTE PREP LLC | 30,786 | $2.1T | 0.13% | |
| 130 | NVSNNOVARTIS AG | 18,391 | $2.1T | 0.13% | |
| 131 | ADBEADOBE INC | 4,043 | $2.1T | 0.13% | |
| 132 | ITOTISHARES TR | 16,588 | $2.1T | 0.13% | |
| 133 | AQLTISHARES TR | 26,668 | $2.1T | 0.13% | |
| 134 | BSVVANGUARD BD INDEX FDS | 26,442 | $2.1T | 0.13% | |
| 135 | SAPSAP SE | 8,991 | $2.1T | 0.13% | |
| 136 | MLB1MERCADOLIBRE INC | 993 | $2.0T | 0.13% | |
| 137 | DDWMWISDOMTREE TR | 56,505 | $2.0T | 0.13% | |
| 138 | ASMLASML HOLDING N V | 2,419 | $2.0T | 0.13% | |
| 139 | ESGUISHARES TR | 15,351 | $1.9T | 0.12% | |
| 140 | KOCOCA COLA CO | 26,522 | $1.9T | 0.12% | |
| 141 | ABTABBOTT LABS | 16,449 | $1.9T | 0.12% | |
| 142 | SPDWSPDR INDEX SHS FDS | 49,632 | $1.9T | 0.12% | |
| 143 | SHWSHERWIN WILLIAMS CO | 4,836 | $1.8T | 0.12% | |
| 144 | PANWPALO ALTO NETWORKS INC | 5,343 | $1.8T | 0.11% | |
| 145 | VGITVANGUARD SCOTTSDALE FDS | 30,140 | $1.8T | 0.11% | |
| 146 | SOSOUTHERN CO | 20,175 | $1.8T | 0.11% | |
| 147 | DGROISHARES TR | 28,633 | $1.8T | 0.11% | |
| 148 | LOWLOWES COS INC | 6,590 | $1.8T | 0.11% | |
| 149 | BILSPDR SER TR | 19,431 | $1.8T | 0.11% | |
| 150 | NOWSERVICENOW INC | 1,985 | $1.8T | 0.11% | |
| 151 | SHELSHELL PLC | 26,562 | $1.8T | 0.11% | |
| 152 | TMOTHERMO FISHER SCIENTIFIC INC | 2,829 | $1.8T | 0.11% | |
| 153 | SGOLETFS GOLD TR | 69,286 | $1.7T | 0.11% | |
| 154 | AMGNAMGEN INC | 5,388 | $1.7T | 0.11% | |
| 155 | VTVVANGUARD INDEX FDS | 9,786 | $1.7T | 0.11% | |
| 156 | IM8NINSMED INC | 23,248 | $1.7T | 0.11% | |
| 157 | ULUNILEVER PLC | 26,086 | $1.7T | 0.11% | |
| 158 | HONHONEYWELL INTL INC | 8,162 | $1.7T | 0.11% | |
| 159 | XLRESELECT SECTOR SPDR TR | 37,523 | $1.7T | 0.10% | |
| 160 | SCHRSCHWAB STRATEGIC TR | 33,054 | $1.7T | 0.10% | |
| 161 | AMDADVANCED MICRO DEVICES INC | 10,163 | $1.7T | 0.10% | |
| 162 | LMTLOCKHEED MARTIN CORP | 2,821 | $1.6T | 0.10% | |
| 163 | ACIOETF SER SOLUTIONS | 41,170 | $1.6T | 0.10% | |
| 164 | TRVCCITIGROUP INC | 25,971 | $1.6T | 0.10% | |
| 165 | RYROYAL BK CDA | 12,859 | $1.6T | 0.10% | |
| 166 | AMTAMERICAN TOWER CORP NEW | 6,810 | $1.6T | 0.10% | |
| 167 | USMVISHARES TR | 16,923 | $1.5T | 0.10% | |
| 168 | NOBLPROSHARES TR | 14,395 | $1.5T | 0.10% | |
| 169 | ECLECOLAB INC | 5,996 | $1.5T | 0.10% | |
| 170 | CMGCHIPOTLE MEXICAN GRILL INC | 26,473 | $1.5T | 0.10% | |
| 171 | BLKCHFBLACKROCK INC | 1,593 | $1.5T | 0.09% | |
| 172 | GQ9SPDR GOLD TR | 6,157 | $1.5T | 0.09% | |
| 173 | HBC2HSBC HLDGS PLC | 33,102 | $1.5T | 0.09% | |
| 174 | WFCWELLS FARGO CO NEW | 25,855 | $1.5T | 0.09% | |
| 175 | QYLDGLOBAL X FDS | 80,464 | $1.5T | 0.09% | |
| 176 | KMIKINDER MORGAN INC DEL | 64,838 | $1.4T | 0.09% | |
| 177 | DUKDUKE ENERGY CORP NEW | 12,377 | $1.4T | 0.09% | |
| 178 | JEPIJ P MORGAN EXCHANGE TRADED F | 23,832 | $1.4T | 0.09% | |
| 179 | INTUINTUIT | 2,275 | $1.4T | 0.09% | |
| 180 | CMCSACOMCAST CORP NEW | 33,517 | $1.4T | 0.09% | |
| 181 | AFLAFLAC INC | 12,489 | $1.4T | 0.09% | |
| 182 | MCDMCDONALDS CORP | 4,499 | $1.4T | 0.09% | |
| 183 | DHID R HORTON INC | 7,134 | $1.4T | 0.09% | |
| 184 | DWDMORGAN STANLEY | 12,893 | $1.3T | 0.08% | |
| 185 | LINLINDE PLC | 2,815 | $1.3T | 0.08% | |
| 186 | XLKSELECT SECTOR SPDR TR | 5,930 | $1.3T | 0.08% | |
| 187 | SONYSONY GROUP CORP | 13,859 | $1.3T | 0.08% | |
| 188 | ETNEATON CORP PLC | 4,027 | $1.3T | 0.08% | |
| 189 | TIPISHARES TR | 12,063 | $1.3T | 0.08% | |
| 190 | TMTOYOTA MOTOR CORP | 7,421 | $1.3T | 0.08% | |
| 191 | SPEMSPDR INDEX SHS FDS | 31,969 | $1.3T | 0.08% | |
| 192 | BSJPINVESCO EXCH TRD SLF IDX FD | 56,949 | $1.3T | 0.08% | |
| 193 | CBCHUBB LIMITED | 4,500 | $1.3T | 0.08% | |
| 194 | MRVLMARVELL TECHNOLOGY INC | 17,966 | $1.3T | 0.08% | |
| 195 | WMWASTE MGMT INC DEL | 6,241 | $1.3T | 0.08% | |
| 196 | CVSCVS HEALTH CORP | 20,384 | $1.3T | 0.08% | |
| 197 | SBUXSTARBUCKS CORP | 13,120 | $1.3T | 0.08% | |
| 198 | IBTEISHARES TR | 53,011 | $1.3T | 0.08% | |
| 199 | CARTMAPLEBEAR INC | 30,719 | $1.3T | 0.08% | |
| 200 | SHOPSHOPIFY INC | 15,555 | $1.2T | 0.08% |