Cfc Planning CO LLC Purchases in Q1 2025

Cfc Planning CO LLC

  • $91.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
8.65K
New
$192.6 - $233.2 $1.67M - $2.02M
8.65K $1.71B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.03K
+ 755.36%
$551.42 - $612.93 $1.67M - $1.86M
3.43K $1.92B
IJS
Ishares S&P Smallcap 600 Value

ETFs
13.8K
New
$96.3 - $112.23 $1.33M - $1.55M
13.8K $1.35B
PM
Philip Morris International Inc.

Consumer Defensive
1.56K
+ 8.23%
$117.15 - $158.79 $183K - $248K
20.6K $3.27B
JNJ
Johnson & Johnson

Healthcare
4.08K
+ 30.72%
$142.06 - $167.7 $579K - $684K
17.4K $2.88B
COP
Conocophillips

Energy
5.99K
+ 31.22%
$88.6 - $105.85 $531K - $634K
25.2K $2.65B
TRV
Travelers Companies, Inc.

Financial Services
1.34K
+ 8.68%
$232.43 - $265.13 $312K - $356K
16.8K $4.45B
MO
Altria Group, Inc.

Consumer Defensive
5.83K
+ 14.86%
$50.81 - $60.02 $296K - $350K
45.1K $2.71B
VRSK
Verisk Analytics, Inc.

Industrials
1.95K
New
$268.63 - $301.33 $524K - $588K
1.95K $580M
FTNT
Fortinet, Inc.

Technology
5.81K
New
$92.49 - $114.57 $537K - $666K
5.81K $559M
CSCO
Cisco Systems, Inc.

Technology
5.03K
+ 11.1%
$58.74 - $64.87 $296K - $326K
50.4K $3.11B
IBM
International Business Machines Corp

Technology
746
+ 10.59%
$217.4 - $264.74 $162K - $197K
7.79K $1.94B
SCCO
Southern Copper Corp

Basic Materials
3.46K
+ 13.32%
$85.92 - $101.48 $297K - $351K
29.4K $2.75B
UAL
United Airlines Holdings, Inc.

Industrials
5.47K
New
$69.05 - $110.52 $378K - $605K
5.47K $378M
HRL
Hormel Foods Corp

Consumer Defensive
9.55K
New
$28.29 - $31.52 $270K - $301K
9.55K $295M
V
Visa Inc.

Financial Services
305
+ 6.01%
$306.92 - $362.71 $93.6K - $111K
5.38K $1.89B
ACI
Albertsons Companies, Inc.

Consumer Defensive
12.1K
New
$19.58 - $22.02 $237K - $267K
12.1K $267M
EMN
Eastman Chemical CO

Basic Materials
2.98K
New
$87.05 - $103.47 $259K - $308K
2.98K $263M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
5.93K
New
$41.74 - $43.57 $248K - $259K
5.93K $250M
TXN
Texas Instruments Inc

Technology
1.92K
+ 15.51%
N/A
14.3K $2.57B
PHM
Pultegroup Inc

Consumer Cyclical
2.38K
New
$101.09 - $118.51 $241K - $282K
2.38K $245M
DOX
Amdocs LTD

Technology
2.63K
New
$82.21 - $92.02 $216K - $242K
2.63K $241M
ALLY
Ally Financial Inc.

Financial Services
6.47K
New
$32.99 - $40.09 $214K - $260K
6.47K $236M
AFG
American Financial Group Inc

Financial Services
1.78K
New
$119.82 - $138.45 $214K - $247K
1.78K $234M
CNA
Cna Financial Corp

Financial Services
4.52K
New
$45.86 - $51.0 $207K - $231K
4.52K $230M
NDSN
Nordson Corp

Industrials
1.11K
New
$200.12 - $224.07 $223K - $249K
1.11K $224M
CHE
Chemed Corp

Healthcare
361
New
$521.84 - $615.32 $188K - $222K
361 $222M
AIZ
Assurant, Inc.

Financial Services
1.05K
New
$198.92 - $218.67 $209K - $230K
1.05K $221M
AZEK
Azek CO Inc.

Industrials
4.5K
New
$39.61 - $52.0 $178K - $234K
4.5K $220M
PRI
Primerica, Inc.

Financial Services
756
New
$271.41 - $296.43 $205K - $224K
756 $215M
PFE
Pfizer Inc

Healthcare
9.56K
+ 23.3%
$25.01 - $27.13 $239K - $259K
50.6K $1.28B
TMUS
T Mobile Us, Inc.

Communication Services
237
+ 10.99%
$211.3 - $272.83 $50.1K - $64.7K
2.39K $639M
UPS
United Parcel Service Inc

Industrials
3.3K
+ 26.41%
$109.66 - $136.26 $361K - $449K
15.8K $1.73B
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.03K
+ 15.76%
$168.84 - $202.89 $343K - $412K
14.9K $2.62B
AEE
Ameren Corp

Utilities
882
+ 31.65%
$86.87 - $103.67 $76.6K - $91.4K
3.67K $368M
LNT
Alliant Energy Corp

Utilities
1.55K
+ 41.88%
$56.66 - $66.04 $87.9K - $102K
5.25K $338M
LLY
Eli Lilly & CO

Healthcare
59
+ 5.13%
$725.72 - $929.72 $42.8K - $54.9K
1.21K $998M
Lam Research Corp
1.21K
+ 14.06%
N/A
9.81K $713M
IDXX
Idexx Laboratories Inc

Healthcare
143
+ 12.15%
$406.29 - $469.04 $58.1K - $67.1K
1.32K $554M
NVDA
Nvidia Corp

Technology
1.98K
+ 32.49%
$106.98 - $149.43 $211K - $295K
8.05K $873M
TRMB
Trimble Inc.

Technology
629
+ 16.21%
$65.52 - $77.49 $41.2K - $48.7K
4.51K $296M
MGV
Vanguard Mega Cap Value

ETFs
9
+ 0.38%
$123.61 - $133.01 $1.11K - $1.2K
2.38K $307M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.2%
$461.52 - $548.18 $462 - $548
492 $258M
META
Meta Platforms, Inc.

Communication Services
28
+ 2.99%
$576.36 - $736.67 $16.1K - $20.6K
965 $556M
EXPE
Expedia Group, Inc.

Consumer Cyclical
355
+ 12.28%
$157.11 - $206.52 $55.8K - $73.3K
3.25K $546M
MSFT
Microsoft Corp

Technology
101
+ 10.9%
$375.39 - $447.2 $37.9K - $45.2K
1.03K $386M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.14%
$251.87 - $277.95 $504 - $556
1.4K $361M
AXP
American Express CO

Financial Services
1.39K
+ 10.07%
$255.39 - $325.87 $356K - $454K
15.2K $4.1B
CDAY
Ceridian Hcm Holding Inc.

Technology
626
+ 18.61%
N/A
3.99K $233M
Activity Summary
Buys All Purchases 58 New Holdings 19 Increased Positions 39 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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