Atomi Financial Group
Latest statistics and disclosures from Compound Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, COIN, IVV, VEA, INTF, and represent 13.91% of Compound Planning's stock portfolio.
- Added to shares of these 10 stocks: AVEM (+$18M), VTI (+$14M), SCHH (+$14M), BINC (+$13M), IVV (+$13M), BND (+$11M), IEFA (+$11M), SCHG (+$9.5M), NVDA (+$8.8M), CTA (+$8.5M).
- Started 134 new stock positions in GNRC, ETHA, CGNX, DIHP, NBXG, HST, PFG, AVLC, CMA, KNG.
- Reduced shares in these 10 stocks: OKLO (-$66M), EMXC (-$23M), INDS (-$11M), COIN (-$7.3M), IJS (-$6.5M), COMT (-$6.4M), RBLX, SO, EQIX, TSLA.
- Sold out of its positions in BCI, ALRM, ALSN, KORP, ANSS, BCH, BRBR, BMRN, BIIB, HRB.
- Compound Planning was a net buyer of stock by $205M.
- Compound Planning has $3.1B in assets under management (AUM), dropping by 16.93%.
- Central Index Key (CIK): 0001978879
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Portfolio Holdings for Compound Planning
Compound Planning holds 1150 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Compound Planning has 1150 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Compound Planning Sept. 30, 2025 positions
- Download the Compound Planning September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Put Option (AAPL) | 3.2 | $99M | +6% | 388k | 254.63 |
|
| Coinbase Global Com Cl A (COIN) | 3.2 | $98M | -6% | 292k | 337.49 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $90M | +16% | 135k | 669.30 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.3 | $73M | +13% | 1.2M | 59.92 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.3 | $70M | +10% | 2.0M | 35.91 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.2 | $68M | +16% | 2.1M | 31.91 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 2.0 | $61M | +11% | 2.1M | 29.11 |
|
| Robinhood Mkts Com Cl A (HOOD) | 2.0 | $61M | 423k | 143.18 |
|
|
| NVIDIA Corporation Call Option (NVDA) | 1.9 | $58M | +17% | 313k | 186.58 |
|
| Microsoft Corporation Put Option (MSFT) | 1.9 | $58M | +7% | 113k | 517.95 |
|
| Meta Platforms Cl A (META) | 1.8 | $56M | +9% | 76k | 734.38 |
|
| Ishares Tr U S Equity Factr (LRGF) | 1.8 | $55M | +9% | 801k | 69.08 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $53M | +12% | 217k | 243.55 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.6 | $49M | +28% | 663k | 74.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $49M | -3% | 80k | 612.38 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $47M | +4% | 861k | 54.18 |
|
| Amazon Put Option (AMZN) | 1.3 | $39M | +10% | 179k | 219.57 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $39M | +16% | 80k | 479.61 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $39M | +9% | 151k | 254.28 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 1.2 | $36M | +12% | 1.6M | 23.07 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $32M | +8% | 133k | 243.10 |
|
| Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B) | 1.0 | $32M | +32% | 63k | 502.74 |
|
| Oklo Com Cl A (OKLO) | 1.0 | $30M | -68% | 270k | 111.63 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $27M | +21% | 269k | 100.25 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $26M | +10% | 135k | 195.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $26M | +117% | 79k | 328.17 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $25M | +3% | 135k | 186.49 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.8 | $24M | 521k | 46.71 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $22M | +7% | 71k | 315.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.6 | $20M | -2% | 30k | 666.18 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $19M | 32k | 600.38 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $19M | +1405% | 256k | 75.11 |
|
| Tesla Motors (TSLA) | 0.6 | $19M | -9% | 42k | 444.72 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.6 | $18M | +11% | 264k | 68.66 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $18M | +139% | 206k | 87.31 |
|
| Broadcom (AVGO) | 0.6 | $17M | +18% | 53k | 329.91 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $17M | +16% | 333k | 50.07 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $16M | 705k | 23.28 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $16M | 638k | 25.71 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $16M | +23% | 308k | 52.82 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.5 | $16M | +453% | 303k | 53.24 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $16M | +6% | 280k | 57.47 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $15M | 84k | 182.42 |
|
|
| Thor Finl Technologies Tr Equal Weight Low (THLV) | 0.5 | $15M | +12% | 503k | 30.02 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $14M | 30k | 468.41 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.4 | $14M | NEW | 629k | 21.57 |
|
| Netflix (NFLX) | 0.4 | $13M | 11k | 1198.93 |
|
|
| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 0.4 | $13M | +3% | 537k | 23.32 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $12M | +3% | 59k | 208.71 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $12M | +23% | 227k | 54.09 |
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $12M | +12% | 125k | 95.15 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $11M | 38k | 297.62 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $11M | 239k | 46.12 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $11M | +8% | 37k | 293.74 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $11M | +10% | 39k | 279.29 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.3 | $11M | +5% | 220k | 47.84 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $10M | -6% | 228k | 44.69 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.3 | $10M | -14% | 143k | 69.95 |
|
| Johnson & Johnson (JNJ) | 0.3 | $9.8M | +15% | 53k | 185.42 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $9.5M | +13% | 179k | 53.03 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $9.3M | +104% | 78k | 118.83 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $9.1M | +2% | 125k | 72.77 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $9.1M | +7% | 16k | 568.81 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $9.0M | +4% | 153k | 58.72 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $8.9M | 37k | 241.96 |
|
|
| International Business Machines (IBM) | 0.3 | $8.9M | +7% | 32k | 282.16 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $8.5M | NEW | 304k | 27.97 |
|
| Costco Wholesale Corporation Put Option (COST) | 0.3 | $8.5M | -18% | 9.2k | 925.63 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $8.5M | +68% | 171k | 49.46 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $8.3M | +990% | 83k | 99.53 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $8.2M | -11% | 92k | 89.37 |
|
| Caterpillar (CAT) | 0.3 | $8.2M | +5% | 17k | 477.16 |
|
| Bank of America Corporation (BAC) | 0.3 | $8.1M | +12% | 157k | 51.59 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.3 | $7.9M | +11% | 159k | 49.72 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $7.9M | +37% | 288k | 27.30 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $7.6M | +12% | 54k | 141.50 |
|
| Roblox Corp Cl A (RBLX) | 0.2 | $7.5M | -36% | 54k | 138.52 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $7.4M | +19% | 66k | 111.47 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $7.3M | +7% | 92k | 79.51 |
|
| At&t (T) | 0.2 | $7.3M | +7% | 259k | 28.24 |
|
| Advanced Micro Devices (AMD) | 0.2 | $7.2M | +86% | 44k | 161.79 |
|
| Visa Com Cl A (V) | 0.2 | $6.9M | +3% | 20k | 341.38 |
|
| Wal-Mart Stores (WMT) | 0.2 | $6.9M | +2% | 67k | 103.06 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $6.8M | -3% | 73k | 93.37 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $6.7M | -3% | 131k | 51.09 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $6.6M | +6% | 8.7k | 763.03 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $6.6M | +15% | 59k | 112.75 |
|
| Goldman Sachs (GS) | 0.2 | $6.3M | +6% | 8.0k | 796.38 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $6.3M | +76% | 80k | 78.91 |
|
| Oracle Corporation (ORCL) | 0.2 | $6.3M | +8% | 23k | 281.24 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $6.2M | +36% | 62k | 100.69 |
|
| Spdr Series Trust Portfli High Yld (SPHY) | 0.2 | $6.1M | +35% | 254k | 23.94 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $6.0M | -15% | 31k | 194.50 |
|
| Chevron Corporation (CVX) | 0.2 | $6.0M | +13% | 39k | 155.29 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $5.9M | +6% | 62k | 96.46 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $5.7M | +496% | 88k | 65.00 |
|
| Altria (MO) | 0.2 | $5.6M | +15% | 85k | 66.06 |
|
| Booking Holdings (BKNG) | 0.2 | $5.6M | +9% | 1.0k | 5397.46 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $5.6M | 18k | 307.86 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $5.5M | +38% | 52k | 106.49 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $5.4M | -81% | 80k | 67.51 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $5.4M | +5% | 193k | 27.90 |
|
| Capital One Financial (COF) | 0.2 | $5.4M | +143% | 25k | 212.58 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $5.1M | +2% | 11k | 463.74 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.0M | 14k | 365.47 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $4.9M | -12% | 108k | 45.51 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $4.9M | +11% | 27k | 178.73 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $4.9M | +13% | 69k | 70.98 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $4.8M | -11% | 17k | 281.86 |
|
| Boeing Company (BA) | 0.2 | $4.8M | +16% | 22k | 215.83 |
|
| Procter & Gamble Company (PG) | 0.2 | $4.7M | +8% | 30k | 153.65 |
|
| Home Depot (HD) | 0.2 | $4.7M | +20% | 12k | 405.17 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $4.5M | +7% | 31k | 148.61 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $4.5M | +17% | 79k | 57.04 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $4.5M | -3% | 41k | 108.96 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $4.5M | +22% | 6.0k | 746.69 |
|
| Abbvie (ABBV) | 0.1 | $4.4M | +25% | 19k | 231.54 |
|
| Gilead Sciences (GILD) | 0.1 | $4.3M | +7% | 39k | 111.00 |
|
| Uber Technologies (UBER) | 0.1 | $4.3M | +9% | 43k | 97.97 |
|
| salesforce (CRM) | 0.1 | $4.2M | -8% | 18k | 237.00 |
|
| 3M Company (MMM) | 0.1 | $4.1M | 27k | 155.18 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $4.1M | +11% | 35k | 119.51 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.0M | +20% | 19k | 215.78 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $4.0M | +286% | 77k | 52.22 |
|
| Palo Alto Networks (PANW) | 0.1 | $3.9M | +6% | 19k | 203.62 |
|
| Walt Disney Company (DIS) | 0.1 | $3.9M | +12% | 34k | 114.50 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $3.8M | +16% | 162k | 23.41 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $3.8M | +8% | 41k | 91.75 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.7M | +8% | 44k | 82.96 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.7M | -8% | 56k | 65.92 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $3.6M | -9% | 50k | 73.08 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.6M | +11% | 12k | 300.82 |
|
| Citigroup Com New (C) | 0.1 | $3.5M | +14% | 35k | 101.50 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $3.5M | +5% | 84k | 42.13 |
|
| Wells Fargo & Company (WFC) | 0.1 | $3.5M | +11% | 42k | 83.82 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $3.5M | +5% | 24k | 142.55 |
|
| MercadoLibre (MELI) | 0.1 | $3.5M | -2% | 1.5k | 2336.88 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $3.4M | +2% | 24k | 144.01 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $3.4M | +13% | 20k | 167.32 |
|
| Merck & Co (MRK) | 0.1 | $3.3M | +18% | 39k | 83.93 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $3.3M | -9% | 56k | 58.21 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.3M | +5% | 24k | 133.94 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.2M | +3% | 20k | 158.96 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.2M | +38% | 30k | 106.78 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $3.2M | +9% | 110k | 28.79 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.2M | +19% | 3.3k | 968.15 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.1M | +8% | 18k | 170.85 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $3.1M | -11% | 12k | 267.22 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $3.1M | 84k | 36.81 |
|
|
| UnitedHealth (UNH) | 0.1 | $3.0M | +23% | 8.8k | 345.31 |
|
| Coca-Cola Company (KO) | 0.1 | $3.0M | +4% | 46k | 66.32 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.0M | +6% | 33k | 91.42 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $3.0M | +13% | 23k | 128.24 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $3.0M | +14% | 26k | 113.88 |
|
| Rbc Cad (RY) | 0.1 | $2.9M | +14% | 20k | 147.32 |
|
| Nextera Energy (NEE) | 0.1 | $2.9M | +15% | 38k | 75.49 |
|
| American Express Company (AXP) | 0.1 | $2.9M | +30% | 8.7k | 332.18 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $2.9M | -3% | 29k | 99.11 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $2.8M | +14% | 111k | 25.13 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $2.7M | -18% | 35k | 78.34 |
|
| Shell Spon Ads (SHEL) | 0.1 | $2.7M | +26% | 37k | 71.53 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $2.6M | +15% | 18k | 145.71 |
|
| Intuit (INTU) | 0.1 | $2.6M | +5% | 3.8k | 682.89 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.6M | +6% | 11k | 236.37 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.6M | 7.3k | 355.48 |
|
|
| Servicenow (NOW) | 0.1 | $2.6M | +3% | 2.8k | 920.39 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $2.5M | +37% | 33k | 76.72 |
|
| Verizon Communications (VZ) | 0.1 | $2.5M | +16% | 57k | 43.95 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $2.5M | 59k | 42.79 |
|
|
| Cisco Systems (CSCO) | 0.1 | $2.5M | +13% | 36k | 68.42 |
|
| Eaton Corp SHS (ETN) | 0.1 | $2.5M | +6% | 6.6k | 374.27 |
|
| Enbridge (ENB) | 0.1 | $2.5M | +9% | 49k | 50.46 |
|
| Philip Morris International (PM) | 0.1 | $2.5M | -2% | 15k | 162.20 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $2.5M | +13% | 3.4k | 718.49 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $2.4M | +21% | 153k | 15.94 |
|
| Axon Enterprise (AXON) | 0.1 | $2.4M | +2% | 3.4k | 717.64 |
|
| Linde SHS (LIN) | 0.1 | $2.4M | +18% | 5.1k | 474.97 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.4M | +11% | 7.9k | 303.90 |
|
| Marvell Technology (MRVL) | 0.1 | $2.4M | +32% | 28k | 84.07 |
|
| Banco Santander Adr (SAN) | 0.1 | $2.4M | +16% | 226k | 10.48 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.4M | +15% | 50k | 46.93 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.3M | +44% | 12k | 189.69 |
|
| Lowe's Companies (LOW) | 0.1 | $2.3M | +17% | 9.1k | 251.32 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $2.3M | -8% | 97k | 23.36 |
|
| Barclays Adr (BCS) | 0.1 | $2.2M | +4% | 109k | 20.67 |
|
| Unilever Spon Adr New Put Option (UL) | 0.1 | $2.2M | 38k | 59.28 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $2.2M | +33% | 52k | 43.30 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $2.2M | +2% | 42k | 53.08 |
|
| TJX Companies (TJX) | 0.1 | $2.2M | +16% | 15k | 144.54 |
|
| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.1 | $2.2M | -7% | 45k | 48.77 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $2.2M | +7% | 20k | 110.49 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.2M | -14% | 15k | 145.65 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.2M | +13% | 4.5k | 484.97 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $2.2M | +3% | 15k | 145.60 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $2.1M | 61k | 35.28 |
|
|
| Trio Tech Intl Com New (TRT) | 0.1 | $2.1M | 360k | 5.93 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.1M | -7% | 4.7k | 447.20 |
|
| Blackrock (BLK) | 0.1 | $2.1M | -18% | 1.8k | 1165.91 |
|
| Kla Corp Com New (KLAC) | 0.1 | $2.1M | +23% | 1.9k | 1078.40 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.1 | $2.1M | +28% | 90k | 22.74 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.0M | +3% | 4.1k | 499.17 |
|
| Ecolab Put Option (ECL) | 0.1 | $2.0M | +5% | 7.4k | 273.86 |
|
| Southern Company (SO) | 0.1 | $2.0M | -57% | 21k | 94.77 |
|
| Starbucks Corporation (SBUX) | 0.1 | $2.0M | +43% | 24k | 84.60 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $2.0M | +2% | 51k | 39.22 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.0M | 29k | 68.08 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $2.0M | 42k | 46.81 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.0M | +24% | 16k | 123.75 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $2.0M | +36% | 15k | 133.90 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $2.0M | +11% | 66k | 29.64 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $2.0M | +22% | 29k | 66.90 |
|
| Amgen (AMGN) | 0.1 | $1.9M | +8% | 6.8k | 282.22 |
|
| Applied Materials (AMAT) | 0.1 | $1.9M | +17% | 9.3k | 204.75 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.9M | +44% | 38k | 50.63 |
|
| Micron Technology (MU) | 0.1 | $1.9M | +8% | 11k | 167.31 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $1.9M | +121% | 55k | 34.16 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.9M | +7% | 15k | 123.75 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $1.9M | +14% | 97k | 19.25 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $1.8M | +8% | 12k | 151.99 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.8M | +8% | 5.3k | 346.25 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $1.8M | 116k | 15.70 |
|
|
| Toyota Motor Corp Ads (TM) | 0.1 | $1.8M | +12% | 9.4k | 191.09 |
|
| ConocoPhillips (COP) | 0.1 | $1.8M | +45% | 19k | 94.59 |
|
| Waste Management (WM) | 0.1 | $1.8M | 8.1k | 220.84 |
|
|
| Ge Vernova (GEV) | 0.1 | $1.8M | +8% | 2.9k | 614.97 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.8M | +14% | 19k | 95.47 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.8M | 26k | 68.81 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $1.7M | +90% | 33k | 53.35 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $1.7M | +4% | 49k | 35.41 |
|
| Deere & Company (DE) | 0.1 | $1.7M | 3.8k | 457.24 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.7M | +6% | 23k | 75.39 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.7M | -24% | 8.3k | 206.50 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.7M | +20% | 21k | 79.95 |
|
| Icici Bank Adr (IBN) | 0.1 | $1.7M | +6% | 56k | 30.23 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.1 | $1.7M | -15% | 68k | 24.93 |
|
| Agnico (AEM) | 0.1 | $1.7M | +9% | 10k | 168.56 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $1.7M | +24% | 20k | 84.31 |
|
| Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 0.1 | $1.7M | -30% | 43k | 39.51 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $1.7M | +6% | 370k | 4.54 |
|
| Synopsys (SNPS) | 0.1 | $1.7M | +248% | 3.3k | 493.55 |
|
| Doordash Cl A (DASH) | 0.1 | $1.6M | +9% | 6.0k | 272.01 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.6M | +11% | 12k | 140.95 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.6M | 14k | 118.44 |
|
|
| D.R. Horton (DHI) | 0.1 | $1.6M | +13% | 9.5k | 169.46 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.6M | -9% | 32k | 50.73 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.6M | 19k | 83.53 |
|
|
| Ubs Group SHS (UBS) | 0.1 | $1.6M | +33% | 39k | 41.00 |
|
| Kinder Morgan (KMI) | 0.1 | $1.6M | -8% | 56k | 28.31 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.6M | -11% | 3.2k | 490.43 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $1.6M | -10% | 10k | 155.45 |
|
Past Filings by Compound Planning
SEC 13F filings are viewable for Compound Planning going back to 2023
- Compound Planning 2025 Q3 filed Nov. 10, 2025
- Compound Planning 2025 Q2 filed Aug. 14, 2025
- Compound Planning 2025 Q1 filed May 14, 2025
- Atomi Financial Group 2024 Q4 filed Jan. 17, 2025
- Atomi Financial Group 2024 Q3 filed Oct. 8, 2024
- Atomi Financial Group 2024 Q2 filed July 26, 2024
- Atomi Financial Group 2024 Q1 filed May 7, 2024
- Atomi Financial Group 2023 Q4 filed Feb. 8, 2024
- Atomi Financial Group 2023 Q3 filed Nov. 9, 2023
- Atomi Financial Group 2023 Q2 filed Aug. 3, 2023
- Atomi Financial Group 2023 Q1 filed June 7, 2023