Compound Planning, Inc. Q2 2024 Filing
Filed July 26, 2024
Portfolio Value
$1351.1T
Holdings
791
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (791 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CRMSALESFORCE INC | 9,410 | $2.4T | 0.18% | |
| 102 | BSVVANGUARD BD INDEX FDS | 31,472 | $2.4T | 0.18% | |
| 103 | VGITVANGUARD SCOTTSDALE FDS | 41,372 | $2.4T | 0.18% | |
| 104 | SHVISHARES TR | 21,641 | $2.4T | 0.18% | |
| 105 | UBERUBER TECHNOLOGIES INC | 32,572 | $2.4T | 0.18% | |
| 106 | HDHOME DEPOT INC | 6,833 | $2.4T | 0.17% | |
| 107 | SGOVISHARES TR | 22,922 | $2.3T | 0.17% | |
| 108 | VOVANGUARD INDEX FDS | 9,477 | $2.3T | 0.17% | |
| 109 | ADBEADOBE INC | 4,062 | $2.3T | 0.17% | |
| 110 | TBXPROSHARES TR | 55,698 | $2.3T | 0.17% | |
| 111 | SHYGISHARES TR | 51,818 | $2.2T | 0.16% | |
| 112 | AFRMAFFIRM HLDGS INC | 71,419 | $2.2T | 0.16% | |
| 113 | EQIXEQUINIX INC | 2,818 | $2.1T | 0.16% | |
| 114 | ORCLORACLE CORP | 14,992 | $2.1T | 0.16% | |
| 115 | UNPUNION PAC CORP | 9,237 | $2.1T | 0.15% | |
| 116 | SPYMSPDR SER TR | 32,609 | $2.1T | 0.15% | |
| 117 | SHELSHELL PLC | 28,701 | $2.1T | 0.15% | |
| 118 | CMFISHARES TR | 35,772 | $2.0T | 0.15% | |
| 119 | ABBVABBVIE INC | 11,857 | $2.0T | 0.15% | |
| 120 | TAT&T INC | 105,976 | $2.0T | 0.15% | |
| 121 | DDWMWISDOMTREE TR | 56,505 | $1.9T | 0.14% | |
| 122 | VIGVANGUARD SPECIALIZED FUNDS | 10,487 | $1.9T | 0.14% | |
| 123 | BILSPDR SER TR | 20,786 | $1.9T | 0.14% | |
| 124 | AMDADVANCED MICRO DEVICES INC | 11,728 | $1.9T | 0.14% | |
| 125 | BXBLACKSTONE INC | 15,083 | $1.9T | 0.14% | |
| 126 | HONHONEYWELL INTL INC | 8,464 | $1.8T | 0.13% | |
| 127 | TRVCCITIGROUP INC | 28,133 | $1.8T | 0.13% | |
| 128 | SPDWSPDR INDEX SHS FDS | 50,807 | $1.8T | 0.13% | |
| 129 | BACVERIZON COMMUNICATIONS INC | 43,067 | $1.8T | 0.13% | |
| 130 | ESGUISHARES TR | 14,881 | $1.8T | 0.13% | |
| 131 | AQLTISHARES TR | 23,955 | $1.7T | 0.13% | |
| 132 | SPHYSPDR SER TR | 73,725 | $1.7T | 0.13% | |
| 133 | NEENEXTERA ENERGY INC | 24,184 | $1.7T | 0.13% | |
| 134 | AZNASTRAZENECA PLC | 21,803 | $1.7T | 0.13% | |
| 135 | JEPIJ P MORGAN EXCHANGE TRADED F | 29,878 | $1.7T | 0.13% | |
| 136 | WFCWELLS FARGO CO NEW | 28,371 | $1.7T | 0.12% | |
| 137 | SCHPSCHWAB STRATEGIC TR | 31,843 | $1.7T | 0.12% | |
| 138 | USMVISHARES TR | 19,322 | $1.6T | 0.12% | |
| 139 | AMGNAMGEN INC | 5,171 | $1.6T | 0.12% | |
| 140 | DGROISHARES TR | 28,002 | $1.6T | 0.12% | |
| 141 | GQ9SPDR GOLD TR | 7,462 | $1.6T | 0.12% | |
| 142 | NOWSERVICENOW INC | 2,017 | $1.6T | 0.12% | |
| 143 | OZBELPOINTE PREP LLC | 26,722 | $1.5T | 0.11% | |
| 144 | ANETEURARISTA NETWORKS INC | 4,406 | $1.5T | 0.11% | |
| 145 | IM8NINSMED INC | 22,934 | $1.5T | 0.11% | |
| 146 | INTUINTUIT | 2,321 | $1.5T | 0.11% | |
| 147 | KOCOCA COLA CO | 23,844 | $1.5T | 0.11% | |
| 148 | QYLDGLOBAL X FDS | 85,834 | $1.5T | 0.11% | |
| 149 | SAPSAP SE | 7,495 | $1.5T | 0.11% | |
| 150 | NVSNNOVARTIS AG | 14,002 | $1.5T | 0.11% | |
| 151 | VBRVANGUARD INDEX FDS | 8,072 | $1.5T | 0.11% | |
| 152 | SOSOUTHERN CO | 18,879 | $1.5T | 0.11% | |
| 153 | RTXRTX CORPORATION | 14,566 | $1.5T | 0.11% | |
| 154 | ACIOETF SER SOLUTIONS | 38,307 | $1.4T | 0.11% | |
| 155 | SCHRSCHWAB STRATEGIC TR | 29,433 | $1.4T | 0.11% | |
| 156 | CMGCHIPOTLE MEXICAN GRILL INC | 22,825 | $1.4T | 0.11% | |
| 157 | 4I1PHILIP MORRIS INTL INC | 14,103 | $1.4T | 0.11% | |
| 158 | MUMICRON TECHNOLOGY INC | 10,786 | $1.4T | 0.11% | |
| 159 | ITOTISHARES TR | 11,857 | $1.4T | 0.10% | |
| 160 | ESGDISHARES TR | 17,873 | $1.4T | 0.10% | |
| 161 | UPSTUPSTART HLDGS INC | 59,009 | $1.4T | 0.10% | |
| 162 | TMTOYOTA MOTOR CORP | 6,779 | $1.4T | 0.10% | |
| 163 | ECLECOLAB INC | 5,818 | $1.4T | 0.10% | |
| 164 | VTVVANGUARD INDEX FDS | 8,585 | $1.4T | 0.10% | |
| 165 | MUFGMITSUBISHI UFJ FINL GROUP IN | 127,158 | $1.4T | 0.10% | |
| 166 | TLTWISHARES TR | 52,514 | $1.3T | 0.10% | |
| 167 | XLKSELECT SECTOR SPDR TR | 5,937 | $1.3T | 0.10% | |
| 168 | VGSHVANGUARD SCOTTSDALE FDS | 23,142 | $1.3T | 0.10% | |
| 169 | RSPINVESCO EXCHANGE TRADED FD T | 8,137 | $1.3T | 0.10% | |
| 170 | ABTABBOTT LABS | 12,767 | $1.3T | 0.10% | |
| 171 | WMWASTE MGMT INC DEL | 6,160 | $1.3T | 0.10% | |
| 172 | ETNEATON CORP PLC | 4,153 | $1.3T | 0.10% | |
| 173 | SLQDISHARES TR | 26,248 | $1.3T | 0.10% | |
| 174 | DHRDANAHER CORPORATION | 5,119 | $1.3T | 0.09% | |
| 175 | KLACKLA CORP | 1,531 | $1.3T | 0.09% | |
| 176 | SHWSHERWIN WILLIAMS CO | 4,221 | $1.3T | 0.09% | |
| 177 | SGOLETFS GOLD TR | 56,586 | $1.3T | 0.09% | |
| 178 | DWDMORGAN STANLEY | 12,786 | $1.2T | 0.09% | |
| 179 | TIPISHARES TR | 11,552 | $1.2T | 0.09% | |
| 180 | DASHDOORDASH INC | 11,152 | $1.2T | 0.09% | |
| 181 | DUKDUKE ENERGY CORP NEW | 12,067 | $1.2T | 0.09% | |
| 182 | BHPBHP GROUP LTD | 21,108 | $1.2T | 0.09% | |
| 183 | KMIKINDER MORGAN INC DEL | 59,758 | $1.2T | 0.09% | |
| 184 | SPEMSPDR INDEX SHS FDS | 31,484 | $1.2T | 0.09% | |
| 185 | HBC2HSBC HLDGS PLC | 27,237 | $1.2T | 0.09% | |
| 186 | COPCONOCOPHILLIPS | 10,347 | $1.2T | 0.09% | |
| 187 | AMATAPPLIED MATLS INC | 4,956 | $1.2T | 0.09% | |
| 188 | ULUNILEVER PLC | 21,106 | $1.2T | 0.09% | |
| 189 | EFGISHARES TR | 11,094 | $1.1T | 0.08% | |
| 190 | SPYGSPDR SER TR | 14,075 | $1.1T | 0.08% | |
| 191 | IWFISHARES TR | 3,084 | $1.1T | 0.08% | |
| 192 | RDVIFIRST TR EXCHANGE-TRADED FD | 48,038 | $1.1T | 0.08% | |
| 193 | TTENTOTALENERGIES SE | 16,461 | $1.1T | 0.08% | |
| 194 | RELXRELX PLC | 23,906 | $1.1T | 0.08% | |
| 195 | XLVSELECT SECTOR SPDR TR | 7,515 | $1.1T | 0.08% | |
| 196 | CVSCVS HEALTH CORP | 18,257 | $1.1T | 0.08% | |
| 197 | CBCHUBB LIMITED | 4,215 | $1.1T | 0.08% | |
| 198 | RYROYAL BK CDA | 9,975 | $1.1T | 0.08% | |
| 199 | PFEPFIZER INC | 37,850 | $1.1T | 0.08% | |
| 200 | LINLINDE PLC | 2,409 | $1.1T | 0.08% |