Compound Planning, Inc. Q4 2024 Filing
Filed January 17, 2025
Portfolio Value
$2.0B
Holdings
964
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (964 positions)
| Stock | Value |
|---|---|
VYMIVANGUARD WHITEHALL FDS | $376K |
JEPQJ P MORGAN EXCHANGE TRADED F | $376K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $375K |
TRMDTORM PLC | $375K |
TAKTAKEDA PHARMACEUTICAL CO LTD | $374K |
NVDYTIDAL TR II | $374K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $374K |
TPRTAPESTRY INC | $373K |
HRIHERC HLDGS INC | $373K |
FQIDIGITAL RLTY TR INC | $373K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $373K |
DOVDOVER CORP | $373K |
GSHDGOOSEHEAD INS INC | $371K |
DFSEURDISCOVER FINL SVCS | $371K |
PKGPACKAGING CORP AMER | $370K |
SYFSYNCHRONY FINANCIAL | $370K |
EIXEDISON INTL | $369K |
BBREJ P MORGAN EXCHANGE TRADED F | $368K |
SPSMSPDR SER TR | $368K |
CVNACARVANA CO | $367K |
LLOEWS CORP | $367K |
PRUPRUDENTIAL FINL INC | $366K |
CARRCARRIER GLOBAL CORPORATION | $366K |
JPSTJ P MORGAN EXCHANGE TRADED F | $366K |
QHDGINNOVATOR ETFS TRUST | $366K |
PDBCINVESCO ACTVELY MNGD ETC FD | $365K |
ESEVERSOURCE ENERGY | $364K |
SPYINEOS ETF TRUST | $363K |
BURLBURLINGTON STORES INC | $363K |
QDIVGLOBAL X FDS | $363K |
FLUTFLUTTER ENTMT PLC | $362K |
CITHE CIGNA GROUP | $361K |
IGMISHARES TR | $360K |
IDXXIDEXX LABS INC | $357K |
WABWABTEC | $356K |
XLESELECT SECTOR SPDR TR | $356K |
MEDPMEDPACE HLDGS INC | $354K |
CHTRCHARTER COMMUNICATIONS INC N | $354K |
BCIABRDN ETFS | $354K |
SPTLSPDR SER TR | $353K |
DOCHEALTHPEAK PROPERTIES INC | $352K |
DINTDAVIS FUNDAMENTAL ETF TR | $352K |
NTESNETEASE INC | $351K |
CIVBCIVISTA BANCSHARES INC | $351K |
XLFSELECT SECTOR SPDR TR | $349K |
QTWOQ2 HLDGS INC | $348K |
PPLPPL CORP | $347K |
VOTVANGUARD INDEX FDS | $346K |
MDLZMONDELEZ INTL INC | $345K |
DFUSDIMENSIONAL ETF TRUST | $345K |
WDAYWORKDAY INC | $344K |
TYLDCAMBRIA ETF TR | $343K |
MLIMUELLER INDS INC | $342K |
BXPBXP INC | $342K |
HQYHEALTHEQUITY INC | $341K |
TPLTEXAS PACIFIC LAND CORPORATI | $341K |
TLHISHARES TR | $340K |
ADMARCHER DANIELS MIDLAND CO | $340K |
CPCANADIAN PACIFIC KANSAS CITY | $340K |
SPYVSPDR SER TR | $340K |
ARGXARGENX SE | $339K |
DBDEUTSCHE BANK A G | $338K |
PSFFPACER FDS TR | $338K |
FNFFIDELITY NATIONAL FINANCIAL | $338K |
CTVACORTEVA INC | $336K |
TOLTOLL BROTHERS INC | $335K |
KIMKIMCO RLTY CORP | $334K |
NEMNEWMONT CORP | $334K |
IGFISHARES TR | $333K |
USFDUS FOODS HLDG CORP | $332K |
IEURISHARES TR | $331K |
UNMUNUM GROUP | $330K |
STTSTATE STR CORP | $330K |
LULULULULEMON ATHLETICA INC | $330K |
VXFVANGUARD INDEX FDS | $329K |
SMCSUMMIT MIDSTREAM CORPORATION | $329K |
EPIWISDOMTREE TR | $328K |
ESMLISHARES TR | $328K |
SPHQINVESCO EXCHANGE TRADED FD T | $327K |
ZIONZIONS BANCORPORATION N A | $327K |
SOFISOFI TECHNOLOGIES INC | $327K |
WTRGESSENTIAL UTILS INC | $326K |
VSTVISTRA CORP | $325K |
WPCWP CAREY INC | $325K |
ARANTERO RESOURCES CORP | $325K |
ERICTELEFONAKTIEBOLAGET LM ERICS | $324K |
SESEA LTD | $324K |
KMBKIMBERLY-CLARK CORP | $323K |
HLNHALEON PLC | $323K |
SMMDISHARES TR | $321K |
CHRWC H ROBINSON WORLDWIDE INC | $320K |
NETCLOUDFLARE INC | $319K |
JLLJONES LANG LASALLE INC | $319K |
MGMMGM RESORTS INTERNATIONAL | $318K |
DFASDIMENSIONAL ETF TRUST | $317K |
CBOECBOE GLOBAL MKTS INC | $317K |
VTVANGUARD INTL EQUITY INDEX F | $316K |
TPZTORTOISE CAPITAL SERIES TRUS | $316K |
NGGNATIONAL GRID PLC | $316K |
VTRSVIATRIS INC | $315K |