Compound Planning, Inc. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.2T
Holdings
1,022
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,022 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IEMGISHARES INC | 68,537 | $3.7B | 0.17% | |
| 102 | EQIXEQUINIX INC | 4,493 | $3.7B | 0.17% | |
| 103 | BNDXVANGUARD CHARLOTTE FDS | 75,007 | $3.7B | 0.17% | |
| 104 | ABBVABBVIE INC | 17,139 | $3.6B | 0.16% | |
| 105 | XCCCBONDBLOXX ETF TRUST | 92,203 | $3.5B | 0.16% | |
| 106 | BABAALIBABA GROUP HLDG LTD | 26,340 | $3.5B | 0.16% | |
| 107 | SPHYSPDR SER TR | 146,159 | $3.4B | 0.16% | |
| 108 | DFATDIMENSIONAL ETF TRUST | 65,579 | $3.4B | 0.15% | |
| 109 | SAPSAP SE | 12,508 | $3.4B | 0.15% | |
| 110 | PLTRPALANTIR TECHNOLOGIES INC | 39,670 | $3.3B | 0.15% | |
| 111 | HDHOME DEPOT INC | 8,966 | $3.3B | 0.15% | |
| 112 | KOCOCA COLA CO | 45,678 | $3.3B | 0.15% | |
| 113 | HBC2HSBC HLDGS PLC | 56,674 | $3.3B | 0.15% | |
| 114 | BILSPDR SER TR | 34,684 | $3.2B | 0.14% | |
| 115 | MRKMERCK & CO INC | 35,246 | $3.2B | 0.14% | |
| 116 | CMFISHARES TR | 55,728 | $3.1B | 0.14% | |
| 117 | BABOEING CO | 18,149 | $3.1B | 0.14% | |
| 118 | VSSVANGUARD INTL EQUITY INDEX F | 26,592 | $3.1B | 0.14% | |
| 119 | VIGVANGUARD SPECIALIZED FUNDS | 15,518 | $3.0B | 0.14% | |
| 120 | SHYISHARES TR | 35,926 | $3.0B | 0.14% | |
| 121 | DISDISNEY WALT CO | 29,947 | $3.0B | 0.13% | |
| 122 | UBERUBER TECHNOLOGIES INC | 40,499 | $3.0B | 0.13% | |
| 123 | IJRISHARES TR | 27,689 | $2.9B | 0.13% | |
| 124 | VGTVANGUARD WORLD FD | 5,251 | $2.8B | 0.13% | |
| 125 | MLB1MERCADOLIBRE INC | 1,456 | $2.8B | 0.13% | |
| 126 | PANWPALO ALTO NETWORKS INC | 16,639 | $2.8B | 0.13% | |
| 127 | SHELSHELL PLC | 38,493 | $2.8B | 0.13% | |
| 128 | XLRESELECT SECTOR SPDR TR | 67,054 | $2.8B | 0.13% | |
| 129 | AQLTISHARES TR | 36,786 | $2.8B | 0.13% | |
| 130 | MUBISHARES TR | 26,388 | $2.8B | 0.13% | |
| 131 | EFGISHARES TR | 27,730 | $2.8B | 0.13% | |
| 132 | VNQVANGUARD INDEX FDS | 29,945 | $2.7B | 0.12% | |
| 133 | ABTABBOTT LABS | 20,384 | $2.7B | 0.12% | |
| 134 | AZNASTRAZENECA PLC | 35,973 | $2.6B | 0.12% | |
| 135 | GILDGILEAD SCIENCES INC | 23,193 | $2.6B | 0.12% | |
| 136 | MOATVANECK ETF TRUST | 29,490 | $2.6B | 0.12% | |
| 137 | AFRMAFFIRM HLDGS INC | 57,410 | $2.6B | 0.12% | |
| 138 | UNPUNION PAC CORP | 10,881 | $2.6B | 0.12% | |
| 139 | BXBLACKSTONE INC | 18,283 | $2.6B | 0.12% | |
| 140 | AMLPALPS ETF TR | 48,528 | $2.5B | 0.11% | |
| 141 | SGOLETFS GOLD TR | 83,592 | $2.5B | 0.11% | |
| 142 | ORCLORACLE CORP | 17,751 | $2.5B | 0.11% | |
| 143 | WFCWELLS FARGO CO NEW | 34,502 | $2.5B | 0.11% | |
| 144 | SONYSONY GROUP CORP | 97,259 | $2.5B | 0.11% | |
| 145 | NVSNNOVARTIS AG | 21,761 | $2.4B | 0.11% | |
| 146 | NEENEXTERA ENERGY INC | 34,068 | $2.4B | 0.11% | |
| 147 | ASMLASML HOLDING N V | 3,582 | $2.4B | 0.11% | |
| 148 | IEIISHARES TR | 19,729 | $2.3B | 0.11% | |
| 149 | SHOPSHOPIFY INC | 24,277 | $2.3B | 0.11% | |
| 150 | AMDADVANCED MICRO DEVICES INC | 22,307 | $2.3B | 0.10% | |
| 151 | BACVERIZON COMMUNICATIONS INC | 48,373 | $2.2B | 0.10% | |
| 152 | BSVVANGUARD BD INDEX FDS | 27,859 | $2.2B | 0.10% | |
| 153 | TRVCCITIGROUP INC | 30,440 | $2.2B | 0.10% | |
| 154 | SHVISHARES TR | 19,215 | $2.1B | 0.10% | |
| 155 | LINLINDE PLC | 4,546 | $2.1B | 0.10% | |
| 156 | GEGE AEROSPACE | 10,554 | $2.1B | 0.10% | |
| 157 | SCHRSCHWAB STRATEGIC TR | 84,662 | $2.1B | 0.10% | |
| 158 | CSCOCISCO SYS INC | 34,084 | $2.1B | 0.10% | |
| 159 | NVONOVO-NORDISK A S | 30,170 | $2.1B | 0.10% | |
| 160 | AMGNAMGEN INC | 6,705 | $2.1B | 0.10% | |
| 161 | SPYMSPDR SER TR | 31,335 | $2.1B | 0.09% | |
| 162 | ISRGINTUITIVE SURGICAL INC | 4,149 | $2.1B | 0.09% | |
| 163 | IVEISHARES TR | 10,771 | $2.1B | 0.09% | |
| 164 | MCDMCDONALDS CORP | 6,530 | $2.0B | 0.09% | |
| 165 | SHWSHERWIN WILLIAMS CO | 5,795 | $2.0B | 0.09% | |
| 166 | FCALFIRST TR EXCH TRADED FD III | 41,646 | $2.0B | 0.09% | |
| 167 | 4I1PHILIP MORRIS INTL INC | 12,626 | $2.0B | 0.09% | |
| 168 | INTUINTUIT | 3,251 | $2.0B | 0.09% | |
| 169 | TMTOYOTA MOTOR CORP | 11,304 | $2.0B | 0.09% | |
| 170 | XLVSELECT SECTOR SPDR TR | 13,635 | $2.0B | 0.09% | |
| 171 | TMOTHERMO FISHER SCIENTIFIC INC | 3,992 | $2.0B | 0.09% | |
| 172 | GQ9SPDR GOLD TR | 6,839 | $2.0B | 0.09% | |
| 173 | ULUNILEVER PLC | 32,902 | $2.0B | 0.09% | Put |
| 174 | ANETARISTA NETWORKS INC | 25,180 | $2.0B | 0.09% | |
| 175 | IM8NINSMED INC | 25,426 | $1.9B | 0.09% | |
| 176 | NOWSERVICENOW INC | 2,412 | $1.9B | 0.09% | |
| 177 | HONHONEYWELL INTL INC | 9,053 | $1.9B | 0.09% | |
| 178 | SPDSIMPLIFY EXCHANGE TRADED FUN | 61,599 | $1.9B | 0.09% | |
| 179 | WMWASTE MGMT INC DEL | 8,088 | $1.9B | 0.09% | |
| 180 | BLKBLACKROCK INC | 1,974 | $1.9B | 0.09% | |
| 181 | ECLECOLAB INC | 7,338 | $1.9B | 0.08% | Put |
| 182 | ITOTISHARES TR | 15,240 | $1.9B | 0.08% | |
| 183 | FCXFREEPORT-MCMORAN INC | 48,805 | $1.8B | 0.08% | |
| 184 | EFVISHARES TR | 31,258 | $1.8B | 0.08% | |
| 185 | SOSOUTHERN CO | 20,028 | $1.8B | 0.08% | |
| 186 | ADBEADOBE INC | 4,774 | $1.8B | 0.08% | |
| 187 | RSPINVESCO EXCHANGE TRADED FD T | 10,556 | $1.8B | 0.08% | |
| 188 | DUKDUKE ENERGY CORP NEW | 14,629 | $1.8B | 0.08% | |
| 189 | DWDMORGAN STANLEY | 15,230 | $1.8B | 0.08% | |
| 190 | DGROISHARES TR | 28,699 | $1.8B | 0.08% | |
| 191 | AQLTISHARES TR | 75,788 | $1.8B | 0.08% | |
| 192 | LOWLOWES COS INC | 7,530 | $1.8B | 0.08% | |
| 193 | BSJQINVESCO EXCH TRD SLF IDX FD | 74,487 | $1.7B | 0.08% | |
| 194 | ESGUISHARES TR | 14,142 | $1.7B | 0.08% | |
| 195 | HYMBSPDR SER TR | 68,126 | $1.7B | 0.08% | |
| 196 | SMFGSUMITOMO MITSUI FINL GROUP I | 109,707 | $1.7B | 0.08% | |
| 197 | SBUXSTARBUCKS CORP | 17,255 | $1.7B | 0.08% | |
| 198 | UPSUNITED PARCEL SERVICE INC | 15,215 | $1.7B | 0.08% | |
| 199 | BSJPINVESCO EXCH TRD SLF IDX FD | 72,438 | $1.7B | 0.08% | |
| 200 | SPEMSPDR INDEX SHS FDS | 42,130 | $1.7B | 0.08% |