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 |
|---|---|
UALUNITED AIRLS HLDGS INC | $255K |
DDLSWISDOMTREE TR | $254K |
EXEEXPAND ENERGY CORPORATION | $254K |
BUTIDAL TR II | $254K |
AUANGLOGOLD ASHANTI PLC | $253K |
PCGPG&E CORP | $253K |
GENGEN DIGITAL INC | $253K |
CIIBLACKROCK ENHANCD CAP & INM | $251K |
ETRENTERGY CORP NEW | $251K |
SNAPSNAP INC | $251K |
KVUEKENVUE INC | $250K |
FMBFIRST TR EXCH TRADED FD III | $249K |
EVREVERCORE INC | $249K |
SNPSSYNOPSYS INC | $249K |
XCHYXCALAMOS CONV & HIGH INCOME F | $248K |
CMACOMERICA INC | $247K |
TREXTREX CO INC | $247K |
HMCHONDA MOTOR LTD | $246K |
XTISHARES TR | $246K |
PAYCPAYCOM SOFTWARE INC | $246K |
RMERESMED INC | $246K |
MORNMORNINGSTAR INC | $245K |
GGTGABELLI MULTIMEDIA TR INC | $243K |
ELVELEVANCE HEALTH INC | $243K |
NXPINXP SEMICONDUCTORS N V | $241K |
ADCAGREE RLTY CORP | $240K |
NDMONUVEEN DYNAMIC MUN OPPORTUNI | $240K |
LIESUN LIFE FINANCIAL INC. | $240K |
BDXBECTON DICKINSON & CO | $240K |
CWCURTISS WRIGHT CORP | $239K |
FMXFOMENTO ECONOMICO MEXICANO S | $239K |
CAHCARDINAL HEALTH INC | $239K |
CDWCDW CORP | $238K |
CASYCASEYS GEN STORES INC | $237K |
STAGSTAG INDL INC | $236K |
BMRNBIOMARIN PHARMACEUTICAL INC | $235K |
FLINFRANKLIN TEMPLETON ETF TR | $234K |
NUBDNUSHARES ETF TR | $234K |
IXCISHARES TR | $234K |
RABROOKFIELD REAL ASSETS INCOM | $234K |
SCHZSCHWAB STRATEGIC TR | $234K |
BEKEKE HLDGS INC | $234K |
OEFISHARES TR | $233K |
NINISOURCE INC | $233K |
XFEBFIRST TR EXCH TRADED FD III | $232K |
IWOISHARES TR | $232K |
SWSMURFIT WESTROCK PLC | $231K |
FERGFERGUSON ENTERPRISES INC | $230K |
NLYANNALY CAPITAL MANAGEMENT IN | $229K |
EXPEEXPEDIA GROUP INC | $229K |
WHRWHIRLPOOL CORP | $229K |
FTITECHNIPFMC PLC | $229K |
HYTBLACKROCK CORPOR HI YLD FD I | $228K |
WEAWESTERN ALLIANCE BANCORP | $228K |
DPZDOMINOS PIZZA INC | $227K |
DOWDOW INC | $227K |
GPCGENUINE PARTS CO | $226K |
IRINGERSOLL RAND INC | $226K |
WWDWOODWARD INC | $225K |
—MACKENZIE RLTY CAP INC | $225K |
FTVFORTIVE CORP | $225K |
CNHICNH INDL N V | $225K |
ALSNALLISON TRANSMISSION HLDGS I | $224K |
HHHHOWARD HUGHES HOLDINGS INC | $224K |
7HPHP INC | $223K |
SCHCSCHWAB STRATEGIC TR | $222K |
TDTORONTO DOMINION BK ONT | $222K |
BITBBITWISE BITCOIN ETF TR | $222K |
PNFPPINNACLE FINL PARTNERS INC | $221K |
FLRNSPDR SER TR | $220K |
STLDSTEEL DYNAMICS INC | $220K |
GNTXGENTEX CORP | $220K |
CRSCARPENTER TECHNOLOGY CORP | $219K |
KGCKINROSS GOLD CORP | $219K |
FULFULLER H B CO | $219K |
FCPIFIDELITY COVINGTON TRUST | $218K |
LNTALLIANT ENERGY CORP | $218K |
PINSPINTEREST INC | $218K |
AGNCAGNC INVT CORP | $217K |
EAELECTRONIC ARTS INC | $217K |
XLYSELECT SECTOR SPDR TR | $217K |
CFCF INDS HLDGS INC | $216K |
QQQXNUVEEN NASDAQ 100 DYNAMIC OV | $216K |
OMCOMNICOM GROUP INC | $216K |
AWCAMERICAN WTR WKS CO INC NEW | $216K |
OKTAOKTA INC | $216K |
AZPN1USDASPEN TECHNOLOGY INC | $216K |
GVIPGOLDMAN SACHS ETF TR | $215K |
VDCVANGUARD WORLD FD | $214K |
IQIINVESCO QUALITY MUN INCOME T | $214K |
IAGGISHARES TR | $214K |
DALDELTA AIR LINES INC DEL | $212K |
CEIXEURCONSOL ENERGY INC NEW | $211K |
PSPINVESCO EXCHANGE TRADED FD T | $211K |
LBRDKLIBERTY BROADBAND CORP | $210K |
XYLDGLOBAL X FDS | $210K |
BSCSINVESCO EXCH TRD SLF IDX FD | $210K |
SERVSERVE ROBOTICS INC | $209K |
NOKNOKIA CORP | $209K |
WITWIPRO LTD | $209K |