Compound Planning, Inc.

CIK

1978879

City

NEW YORK

State / Country

NY

Stock

ETW — Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

Top Portfolio Positions

836 positions · $1,573,300,498 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	474,651	$120,461,676	7.66%
NVDA	Nvidia Corp Technology	346,487	$60,427,332	3.84%
GOOGL	Alphabet Inc. Communication Services	166,510	$47,881,614	3.04%
AMZN	Amazon Com Inc Consumer Cyclical	225,598	$46,985,295	2.99%
COIN	Coinbase Global, Inc. Financial Services	246,967	$43,122,907	2.74%
MSFT	Microsoft Corp Technology	116,001	$42,940,089	2.73%
AVGO	Broadcom Inc. Technology	133,261	$41,245,611	2.62%
META	Meta Platforms, Inc. Communication Services	69,057	$39,509,580	2.51%
HOOD	Robinhood Markets, Inc. Financial Services	478,464	$33,157,554	2.11%
BRK-B	Berkshire Hathaway Inc Financial Services	62,229	$29,820,136	1.90%

Portfolio Trend

13 quarters · across all stocks

Holdings in ETW

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$469,659	53,492	0.0%	Shares	Sole	2026-05-14
2025-12-31	$493,196	53,492	0.0%	Shares	Sole	2026-02-19
2025-09-30	$484,102	53,492	0.0%	Shares	Sole	2025-11-10
2025-06-30	$462,705	53,492	0.0%	Shares	Sole	2025-08-14
2025-03-31	$441,309	53,492	+1.4%	Shares	Sole	2025-05-14
2024-12-31	$444,306	52,768	+7.1%	Shares	Sole	2025-01-17
2024-09-30	$427,733	49,278	+0.3%	Shares	Sole	2024-10-08
2024-06-30	$406,478	49,151	+11.2%	Shares	Sole	2024-07-26
2024-03-31	$362,554	44,214	+2.8%	Shares	Sole	2024-05-07
2023-12-31	$334,133	43,003	-2.9%	Shares	Sole	2024-02-08
2023-09-30	$338,490	44,305	-2.7%	Shares	Sole	2023-11-09
2023-06-30	$374,412	45,549	-2.1%	Shares	Sole	2023-08-03
2023-03-31	$375,897	46,522	—	Shares	Sole	2023-06-07
No 13F history on record for this holder in this stock.