Compound Planning, Inc. Q4 2024 Filing
Filed January 17, 2025
Portfolio Value
$2.0T
Holdings
964
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (964 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DISDISNEY WALT CO | 29,953 | $3.3B | 0.17% | |
| 102 | DONSPDR DOW JONES INDL AVERAGE | 7,789 | $3.3B | 0.17% | |
| 103 | VSSVANGUARD INTL EQUITY INDEX F | 28,034 | $3.2B | 0.16% | |
| 104 | BABOEING CO | 17,837 | $3.2B | 0.16% | |
| 105 | SPHYSPDR SER TR | 133,665 | $3.1B | 0.16% | |
| 106 | CMFISHARES TR | 54,709 | $3.1B | 0.16% | |
| 107 | VBRVANGUARD INDEX FDS | 15,714 | $3.1B | 0.16% | |
| 108 | XCCCBONDBLOXX ETF TRUST | 79,337 | $3.1B | 0.16% | |
| 109 | SAPSAP SE | 12,486 | $3.1B | 0.16% | |
| 110 | TAT&T INC | 152,400 | $2.9B | 0.15% | Put |
| 111 | BXBLACKSTONE INC | 16,901 | $2.9B | 0.15% | |
| 112 | AQLTISHARES TR | 41,268 | $2.9B | 0.15% | |
| 113 | BILSPDR SER TR | 31,581 | $2.9B | 0.15% | |
| 114 | MOATVANECK ETF TRUST | 30,731 | $2.8B | 0.14% | |
| 115 | VNQVANGUARD INDEX FDS | 31,967 | $2.8B | 0.14% | |
| 116 | ORCLORACLE CORP | 16,903 | $2.8B | 0.14% | |
| 117 | NVONOVO-NORDISK A S | 32,146 | $2.8B | 0.14% | |
| 118 | VIGVANGUARD SPECIALIZED FUNDS | 14,057 | $2.8B | 0.14% | |
| 119 | IEMGISHARES INC | 52,611 | $2.7B | 0.14% | |
| 120 | ANETARISTA NETWORKS INC | 24,077 | $2.7B | 0.13% | |
| 121 | ABBVABBVIE INC | 14,495 | $2.6B | 0.13% | |
| 122 | RSPINVESCO EXCHANGE TRADED FD T | 13,940 | $2.4B | 0.12% | |
| 123 | PANWPALO ALTO NETWORKS INC | 13,419 | $2.4B | 0.12% | |
| 124 | NEENEXTERA ENERGY INC | 33,877 | $2.4B | 0.12% | |
| 125 | BSVVANGUARD BD INDEX FDS | 31,109 | $2.4B | 0.12% | |
| 126 | NOWSERVICENOW INC | 2,233 | $2.4B | 0.12% | |
| 127 | UNPUNION PAC CORP | 10,248 | $2.3B | 0.12% | |
| 128 | ASMLASML HOLDING N V | 3,291 | $2.3B | 0.12% | |
| 129 | ESGUISHARES TR | 17,537 | $2.3B | 0.11% | |
| 130 | SHOPSHOPIFY INC | 21,211 | $2.3B | 0.11% | |
| 131 | AMDADVANCED MICRO DEVICES INC | 18,664 | $2.3B | 0.11% | |
| 132 | TBXPROSHARES TR | 60,261 | $2.3B | 0.11% | |
| 133 | ABTABBOTT LABS | 19,846 | $2.2B | 0.11% | |
| 134 | WFCWELLS FARGO CO NEW | 41,776 | $2.2B | 0.11% | Put |
| 135 | SHYISHARES TR | 26,680 | $2.2B | 0.11% | |
| 136 | SPYMSPDR SER TR | 31,123 | $2.1B | 0.11% | |
| 137 | UBERUBER TECHNOLOGIES INC | 35,105 | $2.1B | 0.11% | |
| 138 | XLRESELECT SECTOR SPDR TR | 50,864 | $2.1B | 0.10% | |
| 139 | TRVCCITIGROUP INC | 29,305 | $2.1B | 0.10% | |
| 140 | MLB1MERCADOLIBRE INC | 1,212 | $2.1B | 0.10% | |
| 141 | HONHONEYWELL INTL INC | 9,121 | $2.1B | 0.10% | |
| 142 | SGOLETFS GOLD TR | 81,895 | $2.1B | 0.10% | |
| 143 | SHVISHARES TR | 18,620 | $2.1B | 0.10% | |
| 144 | ITOTISHARES TR | 15,882 | $2.0B | 0.10% | |
| 145 | HBC2HSBC HLDGS PLC | 40,592 | $2.0B | 0.10% | |
| 146 | PLTRPALANTIR TECHNOLOGIES INC | 26,183 | $2.0B | 0.10% | |
| 147 | BACVERIZON COMMUNICATIONS INC | 49,059 | $2.0B | 0.10% | |
| 148 | SCHRSCHWAB STRATEGIC TR | 79,946 | $1.9B | 0.10% | |
| 149 | KMIKINDER MORGAN INC DEL | 69,953 | $1.9B | 0.10% | |
| 150 | DWDMORGAN STANLEY | 15,220 | $1.9B | 0.10% | |
| 151 | BLKBLACKROCK INC | 1,862 | $1.9B | 0.10% | |
| 152 | BABAALIBABA GROUP HLDG LTD | 22,489 | $1.9B | 0.10% | |
| 153 | IWFISHARES TR | 4,711 | $1.9B | 0.10% | |
| 154 | KOCOCA COLA CO | 30,189 | $1.9B | 0.09% | |
| 155 | SHYGISHARES TR | 44,011 | $1.9B | 0.09% | |
| 156 | CMGCHIPOTLE MEXICAN GRILL INC | 30,264 | $1.8B | 0.09% | |
| 157 | FCXFREEPORT-MCMORAN INC | 47,021 | $1.8B | 0.09% | |
| 158 | SHWSHERWIN WILLIAMS CO | 5,267 | $1.8B | 0.09% | |
| 159 | IVEISHARES TR | 9,234 | $1.8B | 0.09% | |
| 160 | DGROISHARES TR | 28,617 | $1.8B | 0.09% | |
| 161 | RYROYAL BK CDA | 14,456 | $1.7B | 0.09% | |
| 162 | FCALFIRST TR EXCH TRADED FD III | 35,264 | $1.7B | 0.09% | |
| 163 | LOWLOWES COS INC | 7,032 | $1.7B | 0.09% | |
| 164 | SONYSONY GROUP CORP | 81,923 | $1.7B | 0.09% | |
| 165 | IEIISHARES TR | 14,964 | $1.7B | 0.09% | |
| 166 | SPEMSPDR INDEX SHS FDS | 45,021 | $1.7B | 0.09% | |
| 167 | IM8NINSMED INC | 24,774 | $1.7B | 0.09% | |
| 168 | ADBEADOBE INC | 3,838 | $1.7B | 0.09% | |
| 169 | SPYGSPDR SER TR | 19,219 | $1.7B | 0.09% | |
| 170 | EFVISHARES TR | 31,922 | $1.7B | 0.08% | |
| 171 | SCHMSCHWAB STRATEGIC TR | 60,264 | $1.7B | 0.08% | |
| 172 | AQLTISHARES TR | 71,334 | $1.7B | 0.08% | |
| 173 | SOSOUTHERN CO | 20,196 | $1.7B | 0.08% | |
| 174 | MRVLMARVELL TECHNOLOGY INC | 14,934 | $1.6B | 0.08% | |
| 175 | USMVISHARES TR | 18,555 | $1.6B | 0.08% | |
| 176 | GQ9SPDR GOLD TR | 6,803 | $1.6B | 0.08% | |
| 177 | ULUNILEVER PLC | 28,860 | $1.6B | 0.08% | |
| 178 | VBKVANGUARD INDEX FDS | 5,777 | $1.6B | 0.08% | |
| 179 | AXPAMERICAN EXPRESS CO | 5,435 | $1.6B | 0.08% | |
| 180 | AXONAXON ENTERPRISE INC | 2,692 | $1.6B | 0.08% | |
| 181 | VGITVANGUARD SCOTTSDALE FDS | 27,558 | $1.6B | 0.08% | |
| 182 | INTUINTUIT | 2,532 | $1.6B | 0.08% | |
| 183 | DHRDANAHER CORPORATION | 6,892 | $1.6B | 0.08% | |
| 184 | TMTOYOTA MOTOR CORP | 8,128 | $1.6B | 0.08% | |
| 185 | MCDMCDONALDS CORP | 5,399 | $1.6B | 0.08% | |
| 186 | SHELSHELL PLC | 24,891 | $1.6B | 0.08% | |
| 187 | NVSNNOVARTIS AG | 15,933 | $1.6B | 0.08% | |
| 188 | IJHISHARES TR | 24,305 | $1.5B | 0.08% | |
| 189 | ETNEATON CORP PLC | 4,559 | $1.5B | 0.08% | |
| 190 | SPDSIMPLIFY EXCHANGE TRADED FUN | 45,323 | $1.5B | 0.08% | |
| 191 | VIOVVANGUARD ADMIRAL FDS INC | 15,985 | $1.5B | 0.08% | |
| 192 | NKENIKE INC | 19,565 | $1.5B | 0.07% | |
| 193 | NOBLPROSHARES TR | 14,852 | $1.5B | 0.07% | |
| 194 | LMTLOCKHEED MARTIN CORP | 3,036 | $1.5B | 0.07% | |
| 195 | ECLECOLAB INC | 6,288 | $1.5B | 0.07% | |
| 196 | QYLDGLOBAL X FDS | 79,970 | $1.5B | 0.07% | |
| 197 | SUBISHARES TR | 13,758 | $1.5B | 0.07% | |
| 198 | CSCOCISCO SYS INC | 24,425 | $1.4B | 0.07% | |
| 199 | DUKDUKE ENERGY CORP NEW | 13,292 | $1.4B | 0.07% | |
| 200 | DDWMWISDOMTREE TR | 41,087 | $1.4B | 0.07% |