Compound Planning, Inc.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1285
Quarter
2025 Q4
Top Holding
AAPL (3.7%)
Top 10 Concentration
22.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1285
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 3.75% 3.19% #1
Prev: #1
3.6 82,743 21.4%
P
S
469,753 $127,707,072 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 2.80% 2.92% #2 1
Prev: #3
3.1 4,214 3.1%
P
S
139,219 $95,356,763 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 2.23% 2.35% #3 1
Prev: #4
2.9 3,789 0.3%
P
S
1,214,523 $75,871,253 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INTF
ISHARES TR
Bond/Debt 2.22% 2.28% #4 1
Prev: #5
2.9 44,916 2.3%
P
S
2,005,671 $75,714,068 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 2.20% 1.71% #5 8
Prev: #13
2.9 22,275 10.3%
P
S
238,966 $74,987,422 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 2.01% 2.20% #6
Prev: #6
0.8 -30,473 -1.4%
P
S
2,097,817 $68,430,804 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.96% 1.88% #7 3
Prev: #10
2.8 47,935 15.4%
P
S
359,109 $66,973,834 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHV
SCHWAB STRATEGI...
ETF 1.82% 1.97% #8 1
Prev: #7
2.7 2,555 0.1%
P
S
2,093,243 $61,980,943 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
Financial Services 1.80% 1.96% #9 1
Prev: #8
2.8 119,039 28.2%
P
S
541,675 $61,263,443 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
Financial Services 1.79% 3.18% #10 8
Prev: #2
0.7 -22,292 -7.6%
P
S
269,416 $60,925,631 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.75% 1.88% #11 2
Prev: #9
2.7 10,482 9.3%
P
S
123,045 $59,507,344 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 1.66% 1.59% #12 2
Prev: #14
2.7 102,002 15.4%
P
S
764,845 $56,652,077 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRGF
ISHARES TR
ETF 1.62% 1.79% #13 1
Prev: #12
0.7 -3,860 -0.5%
P
S
797,455 $55,367,317 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.58% 1.26% #14 3
Prev: #17
2.7 55,733 31.3%
P
S
233,958 $54,002,097 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.55% 1.59% #15
Prev: #15
2.6 4,164 5.2%
P
S
84,447 $52,959,253 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.42% 1.04% #16 5
Prev: #21
2.6 22,370 16.8%
P
S
155,130 $48,555,778 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.40% 1.80% #17 6
Prev: #11
0.6 -3,188 -4.2%
P
S
72,515 $47,866,220 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 1.31% 1.51% #18 2
Prev: #16
0.5 -28,933 -3.4%
P
S
831,788 $44,716,933 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.28% 0.56% #19 17
Prev: #36
2.8 73,783 140.0%
P
S
126,482 $43,775,349 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
ETF 1.17% 1.24% #20 1
Prev: #19
2.5 3,551 2.3%
P
S
154,846 $39,942,627 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLT
ETFIS SER TR I
ETF 1.12% 1.17% #21 1
Prev: #20
2.5 80,148 5.1%
P
S
1,651,329 $38,046,622 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 1.09% 1.25% #22 4
Prev: #18
0.5 -4,312 -5.4%
P
S
76,108 $37,129,916 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FIG
FIGMA INC
Technology 1.00% #23
Prev: #—
2.4 911,342 no change
NEW
911,342 $34,056,850 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.93% 1.03% #24 2
Prev: #22
0.4 -157 -0.2%
P
S
63,162 $31,748,148 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BINC
BLACKROCK ETF T...
ETF 0.90% 0.52% #25 16
Prev: #41
2.6 276,157 91.2%
P
S
578,922 $30,549,723 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.07%
Sold All 😨
(Was: #184)
0.3 -97,157 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BCS
BARCLAYS PLC
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #185)
0.3 -108,786 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO EXCH TR...
ETF 0.00% 0.05%
Sold All 😨
(Was: #274)
0.3 -60,835 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.03%
Sold All 😨
(Was: #369)
0.3 -17,204 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DBP
INVESCO DB MULT...
ETF 0.00% 0.03%
Sold All 😨
(Was: #374)
0.3 -11,407 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.03%
Sold All 😨
(Was: #378)
0.3 -48,152 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SNPS
SYNOPSYS INC
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #382)
0.3 -2,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DWX
SPDR INDEX SHS ...
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #435)
0.3 -19,915 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OKE
ONEOK INC NEW
Energy 0.00% 0.02%
Sold All 😨
(Was: #487)
0.3 -10,303 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JD
JD.COM INC
CALL
CALL Option 0.00% 0.02%
Sold All 😨
(Was: #504)
0.3 -20,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EOS
EATON VANCE ENH...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #510)
0.3 -28,852 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRC
AMERESCO INC
Industrials 0.00% 0.02%
Sold All 😨
(Was: #554)
0.3 -18,676 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
PUT
PUT Option 0.00% 0.02%
Sold All 😨
(Was: #572)
0.3 -900 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FSCO
FS CREDIT OPPOR...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #576)
0.3 -86,607 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OR
OR ROYALTIES IN...
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #582)
0.3 -14,816 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FXI
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #601)
0.3 -13,809 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MP
MP MATERIALS CO...
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #616)
0.3 -8,233 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYD
SPDR SERIES TRU...
ETF 0.00% 0.02%
Sold All 😨
(Was: #674)
0.3 -10,553 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MOS
MOSAIC CO NEW
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #703)
0.3 -12,499 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KNG
FIRST TR EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #736)
0.3 -8,299 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JMBS
JANUS DETROIT S...
ETF 0.00% 0.01%
Sold All 😨
(Was: #756)
0.3 -8,579 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #774)
0.3 -2,000 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVLV
AMERICAN CENTY ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #776)
0.3 -5,122 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #807)
0.3 -1,652 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WTAI
WISDOMTREE TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #832)
0.3 -11,700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHA
ISHARES ETHEREU...
ETF 0.00% 0.01%
Sold All 😨
(Was: #861)
0.3 -10,038 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GIS
GENERAL MLS INC
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #874)
0.3 -6,112 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KVUE
KENVUE INC
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #903)
0.3 -17,915 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #928)
0.3 -3,417 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GLPI
GAMING & LEISUR...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #936)
0.3 -5,961 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWJ
ISHARES INC
ETF 0.00% 0.01%
Sold All 😨
(Was: #940)
0.3 -3,447 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
KIMBERLY-CLARK ...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #941)
0.3 -2,223 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBMN
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #953)
0.3 -10,014 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OVV
OVINTIV INC
Energy 0.00% 0.01%
Sold All 😨
(Was: #959)
0.3 -6,587 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EQNR
EQUINOR ASA
Energy 0.00% 0.01%
Sold All 😨
(Was: #967)
0.3 -10,768 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KHC
KRAFT HEINZ CO
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #980)
0.3 -9,760 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CHTR
CHARTER COMMUNI...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #981)
0.3 -921 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SJM
SMUCKER J M CO
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #987)
0.3 -2,320 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CBSH
COMMERCE BANCSH...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #993)
0.3 -4,144 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LI
LI AUTO INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #1004)
0.3 -9,568 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PSTG
PURE STORAGE IN...
Technology 0.00% 0.01%
Sold All 😨
(Was: #1006)
0.3 -2,886 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXR
EXTRA SPACE STO...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #1021)
0.3 -1,697 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CELH
CELSIUS HLDGS I...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #1026)
0.3 -4,110 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TFLO
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #1030)
0.3 -4,616 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSL
CARLISLE COS IN...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1033)
0.3 -708 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FNCL
FIDELITY COVING...
ETF 0.00% 0.01%
Sold All 😨
(Was: #1037)
0.3 -3,026 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCT
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #1038)
0.3 -12,278 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CNH
CNH INDL N V
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1039)
0.3 -21,246 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GSHD
GOOSEHEAD INS I...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #1044)
0.3 -3,068 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QRVO
QORVO INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #1047)
0.3 -2,502 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CUBE
CUBESMART
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #1058)
0.3 -5,541 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BTCI
NEOS ETF TRUST
ETF 0.00% 0.01%
Sold All 😨
(Was: #1059)
0.3 -3,784 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HRL
HORMEL FOODS CO...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #1065)
0.3 -9,011 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARM
ARM HOLDINGS PL...
Technology 0.00% 0.01%
Sold All 😨
(Was: #1066)
0.3 -1,569 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ET
ENERGY TRANSFER...
Energy 0.00% 0.01%
Sold All 😨
(Was: #1067)
0.3 -12,904 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CGNX
COGNEX CORP
Technology 0.00% 0.01%
Sold All 😨
(Was: #1072)
0.3 -4,856 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GNRC
GENERAC HLDGS I...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1085)
0.3 -1,283 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RRX
REGAL REXNORD C...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1086)
0.3 -1,493 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBRA
ZEBRA TECHNOLOG...
Technology 0.00% 0.01%
Sold All 😨
(Was: #1089)
0.3 -710 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSK
VERISK ANALYTIC...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1092)
0.3 -835 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MOD
MODINE MFG CO
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #1102)
0.3 -1,450 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDW
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #1107)
0.3 -9,599 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LBRDK
LIBERTY BROADBA...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #1112)
0.3 -3,177 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DOX
AMDOCS LTD
Technology 0.00% 0.01%
Sold All 😨
(Was: #1115)
0.3 -2,446 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIM
ZIM INTEGRATED ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1128)
0.3 -12,394 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OSCR
OSCAR HEALTH IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1133)
0.3 -7,225 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNAP
SNAP INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1137)
0.3 -16,848 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1138)
0.3 -500 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1141)
0.3 -500 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ASPN
ASPEN AEROGELS ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1145)
0.3 -15,003 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MBS
ANGEL OAK FUNDS...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1146)
0.3 -10,762 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1148)
0.3 -100 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ECL
ECOLAB INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1152)
0.3 -300 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NRO
NEUBERGER BERMA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1156)
0.3 -20,200 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UL
UNILEVER PLC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1157)
0.3 -1,100 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1159)
0.3 -100 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1160)
0.3 -100 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1161)
0.3 -1,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INTC
INTEL CORP
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1163)
0.3 -1,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1285 holdings

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