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 |
|---|---|---|---|---|---|
| 601 | GMEDGLOBUS MED INC | 5,813 | $425.5M | 0.02% | |
| 602 | CHTRCHARTER COMMUNICATIONS INC N | 1,149 | $423.4M | 0.02% | |
| 603 | CIBRFIRST TR EXCHANGE TRADED FD | 6,701 | $422.1M | 0.02% | |
| 604 | SUSUNCOR ENERGY INC NEW | 10,824 | $419.1M | 0.02% | |
| 605 | QDIVGLOBAL X FDS | 11,926 | $418.9M | 0.02% | |
| 606 | XSOEWISDOMTREE TR | 13,564 | $418.7M | 0.02% | |
| 607 | GDDYGODADDY INC | 2,322 | $418.4M | 0.02% | |
| 608 | A4SAMERIPRISE FINL INC | 864 | $418.3M | 0.02% | |
| 609 | PHMPULTE GROUP INC | 4,063 | $417.7M | 0.02% | |
| 610 | MPTMEDICAL PPTYS TRUST INC | 69,248 | $417.6M | 0.02% | |
| 611 | HQYHEALTHEQUITY INC | 4,711 | $416.3M | 0.02% | |
| 612 | XLISELECT SECTOR SPDR TR | 3,169 | $415.3M | 0.02% | |
| 613 | IGFISHARES TR | 7,580 | $414.4M | 0.02% | |
| 614 | IEURISHARES TR | 6,881 | $413.9M | 0.02% | |
| 615 | VYMIVANGUARD WHITEHALL FDS | 5,584 | $411.5M | 0.02% | |
| 616 | YPFYPF SOCIEDAD ANONIMA | 11,740 | $411.4M | 0.02% | |
| 617 | URIUNITED RENTALS INC | 655 | $410.7M | 0.02% | |
| 618 | TMETENCENT MUSIC ENTMT GROUP | 28,500 | $410.7M | 0.02% | |
| 619 | CCLCARNIVAL CORP | 20,889 | $408.0M | 0.02% | |
| 620 | NETCLOUDFLARE INC | 3,617 | $407.6M | 0.02% | |
| 621 | EUFNISHARES TR | 14,295 | $407.3M | 0.02% | |
| 622 | SYYSYSCO CORP | 5,423 | $407.0M | 0.02% | |
| 623 | FXIISHARES TR | 11,346 | $406.6M | 0.02% | |
| 624 | VIOGVANGUARD ADMIRAL FDS INC | 3,800 | $406.1M | 0.02% | |
| 625 | CBOECBOE GLOBAL MKTS INC | 1,784 | $403.7M | 0.02% | |
| 626 | CPCANADIAN PACIFIC KANSAS CITY | 5,738 | $402.9M | 0.02% | |
| 627 | MLIMUELLER INDS INC | 5,287 | $402.6M | 0.02% | |
| 628 | ARGTGLOBAL X FDS | 4,969 | $401.3M | 0.02% | |
| 629 | MIGAMICROSTRATEGY INC | 1,391 | $401.0M | 0.02% | |
| 630 | RSGREPUBLIC SVCS INC | 1,654 | $400.5M | 0.02% | |
| 631 | DOVDOVER CORP | 2,277 | $400.1M | 0.02% | |
| 632 | FFORD MTR CO | 39,845 | $399.6M | 0.02% | |
| 633 | PNRPENTAIR PLC | 4,559 | $398.8M | 0.02% | |
| 634 | SLYVSPDR SER TR | 5,085 | $398.7M | 0.02% | |
| 635 | KGCKINROSS GOLD CORP | 31,497 | $397.2M | 0.02% | |
| 636 | MTBM & T BK CORP | 2,222 | $397.1M | 0.02% | |
| 637 | QHDGINNOVATOR ETFS TRUST | 15,632 | $395.3M | 0.02% | |
| 638 | PPLTABRDN PLATINUM ETF TRUST | 4,310 | $393.8M | 0.02% | |
| 639 | ARANTERO RESOURCES CORP | 9,722 | $393.2M | 0.02% | |
| 640 | IAPRINNOVATOR ETFS TRUST | 14,205 | $391.2M | 0.02% | |
| 641 | VOTVANGUARD INDEX FDS | 1,599 | $391.1M | 0.02% | |
| 642 | VPUVANGUARD WORLD FD | 2,286 | $390.5M | 0.02% | |
| 643 | PFNPIMCO INCOME STRATEGY FD II | 51,779 | $390.4M | 0.02% | |
| 644 | LILI AUTO INC | 15,481 | $390.1M | 0.02% | |
| 645 | KVUEKENVUE INC | 16,243 | $389.5M | 0.02% | |
| 646 | TRMDTORM PLC | 23,603 | $389.0M | 0.02% | |
| 647 | JLLJONES LANG LASALLE INC | 1,568 | $388.7M | 0.02% | |
| 648 | LNTALLIANT ENERGY CORP | 6,035 | $388.3M | 0.02% | |
| 649 | VNQIVANGUARD INTL EQUITY INDEX F | 9,597 | $388.3M | 0.02% | |
| 650 | SANMSANMINA CORPORATION | 5,070 | $386.2M | 0.02% | |
| 651 | ESMLISHARES TR | 10,039 | $385.6M | 0.02% | |
| 652 | NUNU HLDGS LTD | 37,535 | $384.4M | 0.02% | |
| 653 | DEODIAGEO PLC | 3,655 | $383.0M | 0.02% | |
| 654 | AQLTISHARES TR | 2,835 | $380.8M | 0.02% | |
| 655 | DOCHEALTHPEAK PROPERTIES INC | 18,828 | $380.7M | 0.02% | |
| 656 | USFDUS FOODS HLDG CORP | 5,770 | $377.7M | 0.02% | |
| 657 | XEXGXEATON VANCE TAX-MANAGED GLOB | 46,361 | $377.4M | 0.02% | |
| 658 | MBSANGEL OAK FUNDS TRUST | 43,458 | $377.2M | 0.02% | |
| 659 | XLYSELECT SECTOR SPDR TR | 1,910 | $377.1M | 0.02% | |
| 660 | JEFJEFFERIES FINL GROUP INC | 7,034 | $376.8M | 0.02% | |
| 661 | ARKKARK ETF TR | 7,895 | $375.6M | 0.02% | |
| 662 | AXIACENTRAIS ELETRICAS BRASILEIR | 52,844 | $375.2M | 0.02% | |
| 663 | HLTHILTON WORLDWIDE HLDGS INC | 1,647 | $374.8M | 0.02% | |
| 664 | MEDPMEDPACE HLDGS INC | 1,230 | $374.8M | 0.02% | |
| 665 | ZGZILLOW GROUP INC | 5,599 | $374.3M | 0.02% | |
| 666 | LENLENNAR CORP | 3,226 | $370.3M | 0.02% | |
| 667 | ESEVERSOURCE ENERGY | 5,956 | $370.0M | 0.02% | |
| 668 | CHRWC H ROBINSON WORLDWIDE INC | 3,599 | $368.5M | 0.02% | |
| 669 | PEOEXELON CORP | 7,991 | $368.2M | 0.02% | |
| 670 | HQHABRDN HEALTHCARE INVESTORS | 22,668 | $368.1M | 0.02% | |
| 671 | CNHICNH INDL N V | 29,956 | $367.9M | 0.02% | |
| 672 | PPLPPL CORP | 10,166 | $367.1M | 0.02% | |
| 673 | VENVENTAS INC | 5,332 | $366.6M | 0.02% | |
| 674 | ALBALBEMARLE CORP | 5,084 | $366.2M | 0.02% | |
| 675 | DYHTARGET CORP | 3,503 | $365.6M | 0.02% | |
| 676 | DFSEURDISCOVER FINL SVCS | 2,139 | $365.2M | 0.02% | |
| 677 | BBREJ P MORGAN EXCHANGE TRADED F | 3,882 | $364.9M | 0.02% | |
| 678 | VTHRVANGUARD SCOTTSDALE FDS | 1,478 | $364.7M | 0.02% | |
| 679 | HAMHARMONY GOLD MINING CO LTD | 24,642 | $364.0M | 0.02% | |
| 680 | ASXASE TECHNOLOGY HLDG CO LTD | 41,323 | $362.0M | 0.02% | |
| 681 | OKTAOKTA INC | 3,428 | $360.7M | 0.02% | |
| 682 | SHGSHINHAN FINANCIAL GROUP CO L | 11,241 | $360.6M | 0.02% | |
| 683 | GVAGRANITE CONSTR INC | 4,774 | $360.0M | 0.02% | |
| 684 | DFUSDIMENSIONAL ETF TRUST | 5,893 | $356.4M | 0.02% | |
| 685 | KBWBINVESCO EXCH TRADED FD TR II | 5,629 | $353.3M | 0.02% | |
| 686 | XPEVXPENG INC | 17,022 | $352.7M | 0.02% | |
| 687 | MDYGSPDR SER TR | 4,431 | $352.1M | 0.02% | |
| 688 | SMHVANECK ETF TRUST | 1,658 | $350.6M | 0.02% | |
| 689 | SGDMSPROTT ETF TRUST | 9,207 | $349.3M | 0.02% | |
| 690 | FLEXFLEX LTD | 10,551 | $349.0M | 0.02% | |
| 691 | GLPIGAMING & LEISURE PPTYS INC | 6,836 | $347.9M | 0.02% | |
| 692 | XLSRSSGA ACTIVE TR | 6,853 | $347.9M | 0.02% | |
| 693 | HLNHALEON PLC | 33,764 | $347.4M | 0.02% | |
| 694 | LKQ1LKQ CORP | 8,158 | $347.0M | 0.02% | |
| 695 | PNWPINNACLE WEST CAP CORP | 3,617 | $344.5M | 0.02% | |
| 696 | GLWCORNING INC | 7,524 | $344.5M | 0.02% | |
| 697 | WRBBERKLEY W R CORP | 4,809 | $342.2M | 0.02% | |
| 698 | SMMDISHARES TR | 5,460 | $341.5M | 0.02% | |
| 699 | RLRALPH LAUREN CORP | 1,545 | $341.0M | 0.02% | |
| 700 | EXEEXPAND ENERGY CORPORATION | 3,056 | $340.2M | 0.02% |