Compound Planning, Inc. Q1 2024 Filing
Filed May 7, 2024
Portfolio Value
$1084.0T
Holdings
728
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (728 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | PSXPHILLIPS 66 | 5,452 | $890.5B | 0.08% | |
| 202 | ARKFARK ETF TR | 29,305 | $888.8B | 0.08% | |
| 203 | MDTMEDTRONIC PLC | 10,169 | $886.2B | 0.08% | |
| 204 | PCARPACCAR INC | 7,105 | $880.2B | 0.08% | |
| 205 | AMATAPPLIED MATLS INC | 4,252 | $876.9B | 0.08% | |
| 206 | SHOPSHOPIFY INC | 11,326 | $874.0B | 0.08% | |
| 207 | BBREJ P MORGAN EXCHANGE TRADED F | 9,834 | $870.1B | 0.08% | |
| 208 | EFVISHARES TR | 15,925 | $866.3B | 0.08% | |
| 209 | COPCONOCOPHILLIPS | 6,798 | $865.2B | 0.08% | |
| 210 | ARKQARK ETF TR | 15,797 | $864.2B | 0.08% | |
| 211 | SCCOSOUTHERN COPPER CORP | 8,103 | $863.1B | 0.08% | |
| 212 | SBUXSTARBUCKS CORP | 9,418 | $860.7B | 0.08% | |
| 213 | ABNBAIRBNB INC | 5,194 | $856.8B | 0.08% | |
| 214 | SCZISHARES TR | 13,447 | $851.6B | 0.08% | |
| 215 | PYPLPAYPAL HLDGS INC | 12,644 | $847.0B | 0.08% | |
| 216 | AMTAMERICAN TOWER CORP NEW | 4,285 | $846.6B | 0.08% | |
| 217 | BLKCHFBLACKROCK INC | 1,007 | $839.2B | 0.08% | |
| 218 | LMTLOCKHEED MARTIN CORP | 1,827 | $830.9B | 0.08% | |
| 219 | QQQMINVESCO EXCH TRADED FD TR II | 4,529 | $827.5B | 0.08% | |
| 220 | CPRTCOPART INC | 14,199 | $822.4B | 0.08% | |
| 221 | TMOTHERMO FISHER SCIENTIFIC INC | 1,404 | $816.1B | 0.08% | |
| 222 | ECLECOLAB INC | 3,496 | $807.3B | 0.07% | |
| 223 | IJHISHARES TR | 13,253 | $805.0B | 0.07% | |
| 224 | IDUBETF SER SOLUTIONS | 38,496 | $801.1B | 0.07% | |
| 225 | DUBSETF SER SOLUTIONS | 27,385 | $801.0B | 0.07% | |
| 226 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 60,442 | $799.7B | 0.07% | |
| 227 | RHCRH PLC | 9,254 | $798.2B | 0.07% | |
| 228 | SPMDSPDR SER TR | 14,894 | $794.4B | 0.07% | |
| 229 | IM8NINSMED INC | 29,264 | $793.9B | 0.07% | |
| 230 | DHRDANAHER CORPORATION | 3,153 | $787.4B | 0.07% | |
| 231 | IWDISHARES TR | 4,333 | $776.0B | 0.07% | |
| 232 | XLSRSSGA ACTIVE TR | 15,560 | $775.8B | 0.07% | |
| 233 | SCHWSCHWAB CHARLES CORP | 10,590 | $766.1B | 0.07% | |
| 234 | CEGCONSTELLATION ENERGY CORP | 4,142 | $765.6B | 0.07% | |
| 235 | RDVIFIRST TR EXCHANGE-TRADED FD | 31,218 | $764.2B | 0.07% | |
| 236 | EMNEASTMAN CHEM CO | 7,566 | $758.3B | 0.07% | |
| 237 | ITWILLINOIS TOOL WKS INC | 2,805 | $752.7B | 0.07% | |
| 238 | BHPBHP GROUP LTD | 12,956 | $747.4B | 0.07% | |
| 239 | LOWLOWES COS INC | 2,933 | $747.2B | 0.07% | |
| 240 | ETNEATON CORP PLC | 2,369 | $740.7B | 0.07% | |
| 241 | OCOWENS CORNING NEW | 4,371 | $729.1B | 0.07% | |
| 242 | AXPAMERICAN EXPRESS CO | 3,192 | $726.7B | 0.07% | |
| 243 | KLACKLA CORP | 1,035 | $723.0B | 0.07% | |
| 244 | MUMICRON TECHNOLOGY INC | 6,093 | $718.3B | 0.07% | |
| 245 | OSCVETF SER SOLUTIONS | 19,833 | $713.2B | 0.07% | |
| 246 | CELHCELSIUS HLDGS INC | 8,523 | $706.7B | 0.07% | |
| 247 | FISVFISERV INC | 4,377 | $699.6B | 0.06% | |
| 248 | VLOVALERO ENERGY CORP | 4,049 | $691.1B | 0.06% | |
| 249 | FHLCFIDELITY COVINGTON TRUST | 9,863 | $688.1B | 0.06% | |
| 250 | XYZBLOCK INC | 8,134 | $688.0B | 0.06% | |
| 251 | NUENUCOR CORP | 3,473 | $687.3B | 0.06% | |
| 252 | SONYSONY GROUP CORP | 7,941 | $680.9B | 0.06% | |
| 253 | OPENOPENDOOR TECHNOLOGIES INC | 224,074 | $678.9B | 0.06% | |
| 254 | DELLDELL TECHNOLOGIES INC | 5,913 | $674.7B | 0.06% | |
| 255 | BNDINEOS ETF TRUST | 14,202 | $674.0B | 0.06% | |
| 256 | VVVANGUARD INDEX FDS | 2,809 | $673.5B | 0.06% | |
| 257 | MASMASCO CORP | 8,528 | $672.7B | 0.06% | |
| 258 | SPSMSPDR SER TR | 15,604 | $671.6B | 0.06% | |
| 259 | CSCOCISCO SYS INC | 13,304 | $664.0B | 0.06% | |
| 260 | BSCPINVESCO EXCH TRD SLF IDX FD | 32,169 | $657.2B | 0.06% | |
| 261 | SPGSIMON PPTY GROUP INC NEW | 4,196 | $656.7B | 0.06% | |
| 262 | UPSUNITED PARCEL SERVICE INC | 4,411 | $655.6B | 0.06% | |
| 263 | IVWISHARES TR | 7,749 | $654.3B | 0.06% | |
| 264 | CBCHUBB LIMITED | 2,511 | $650.7B | 0.06% | |
| 265 | SCHJSCHWAB STRATEGIC TR | 13,436 | $649.4B | 0.06% | |
| 266 | DWDMORGAN STANLEY | 6,895 | $649.3B | 0.06% | |
| 267 | NDMONUVEEN DYNAMIC MUN OPPORTUNI | 59,421 | $647.1B | 0.06% | |
| 268 | HBC2HSBC HLDGS PLC | 16,421 | $646.3B | 0.06% | |
| 269 | BPBP PLC | 17,110 | $644.7B | 0.06% | |
| 270 | XLESELECT SECTOR SPDR TR | 6,824 | $644.2B | 0.06% | |
| 271 | VYMVANGUARD WHITEHALL FDS | 5,307 | $642.1B | 0.06% | |
| 272 | BBVABANCO BILBAO VIZCAYA ARGENTA | 53,438 | $632.7B | 0.06% | |
| 273 | CDNSCADENCE DESIGN SYSTEM INC | 2,021 | $629.2B | 0.06% | |
| 274 | AIGAMERICAN INTL GROUP INC | 8,016 | $626.6B | 0.06% | |
| 275 | PANWPALO ALTO NETWORKS INC | 2,198 | $624.5B | 0.06% | |
| 276 | RDVYFIRST TR EXCHANGE-TRADED FD | 11,108 | $623.9B | 0.06% | |
| 277 | MCKMCKESSON CORP | 1,154 | $619.5B | 0.06% | |
| 278 | OGNORGANON & CO | 32,858 | $617.7B | 0.06% | |
| 279 | ROPROPER TECHNOLOGIES INC | 1,099 | $616.3B | 0.06% | |
| 280 | VEEVVEEVA SYS INC | 2,646 | $613.1B | 0.06% | |
| 281 | QCOMQUALCOMM INC | 3,612 | $611.6B | 0.06% | |
| 282 | UGRULTRAPAR PARTICIPACOES SA | 106,820 | $611.0B | 0.06% | |
| 283 | IBNICICI BANK LIMITED | 23,113 | $610.4B | 0.06% | |
| 284 | ZTSZOETIS INC | 3,583 | $606.3B | 0.06% | |
| 285 | TAFIAB ACTIVE ETFS INC | 24,069 | $603.9B | 0.06% | |
| 286 | APDAIR PRODS & CHEMS INC | 2,492 | $603.8B | 0.06% | |
| 287 | ADMEETF SER SOLUTIONS | 14,363 | $603.1B | 0.06% | |
| 288 | RIORIO TINTO PLC | 9,451 | $602.4B | 0.06% | |
| 289 | DDDUPONT DE NEMOURS INC | 7,826 | $600.0B | 0.06% | |
| 290 | AMLPALPS ETF TR | 12,627 | $599.3B | 0.06% | |
| 291 | ULUNILEVER PLC | 11,916 | $598.1B | 0.06% | |
| 292 | PBRPETROLEO BRASILEIRO SA PETRO | 39,264 | $597.2B | 0.06% | |
| 293 | EFXEQUIFAX INC | 2,227 | $595.7B | 0.05% | |
| 294 | MUBISHARES TR | 5,527 | $594.7B | 0.05% | |
| 295 | HMCHONDA MOTOR LTD | 15,963 | $594.3B | 0.05% | |
| 296 | IEFISHARES TR | 6,269 | $593.4B | 0.05% | |
| 297 | USBUS BANCORP DEL | 13,167 | $588.6B | 0.05% | |
| 298 | CPSCOOPER STD HLDGS INC | 35,541 | $588.6B | 0.05% | |
| 299 | ZZILLOW GROUP INC | 12,050 | $587.8B | 0.05% | |
| 300 | AIRRFIRST TR EXCHANGE-TRADED FD | 8,615 | $580.0B | 0.05% |