Cfc Planning CO LLC Incresed Positions in Q2 2025

Cfc Planning CO LLC

  • $106 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
35.6K
+ 70.68%
$53.19 - $69.38 $1.89M - $2.47M
85.9K $5.96B
AXP
American Express CO

Financial Services
2.1K
+ 13.79%
$231.39 - $318.98 $486K - $670K
17.3K $5.52B
DIS
Walt Disney CO

Communication Services
2.02K
+ 4.62%
$81.72 - $124.01 $165K - $251K
45.8K $5.68B
NKE
Nike, Inc.

Consumer Cyclical
9.43K
+ 15.43%
$53.27 - $72.04 $502K - $679K
70.6K $5.01B
PM
Philip Morris International Inc.

Consumer Defensive
3.04K
+ 14.75%
$149.23 - $184.95 $453K - $561K
23.6K $4.3B
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.94K
+ 50.13%
$83.54 - $100.04 $580K - $694K
20.8K $2.07B
CAT
Caterpillar Inc

Industrials
784
+ 15.08%
$273.94 - $388.21 $215K - $304K
5.98K $2.32B
XLY
Select Sector Spdr Consumer Di

ETFs
1.55K
+ 17.95%
$176.34 - $218.59 $274K - $339K
10.2K $2.22B
TXN
Texas Instruments Inc

Technology
517
+ 3.61%
N/A
14.8K $3.08B
IBM
International Business Machines Corp

Technology
488
+ 6.26%
$221.03 - $294.78 $108K - $144K
8.28K $2.44B
NVDA
Nvidia Corp

Technology
270
+ 3.35%
$94.31 - $157.99 $25.5K - $42.7K
8.32K $1.32B
XLI
Industrial Sector Spdr

ETFs
1.37K
+ 10.53%
$116.42 - $147.52 $159K - $202K
14.3K $2.12B
SCCO
Southern Copper Corp

Basic Materials
1.43K
+ 4.86%
$75.63 - $104.64 $108K - $150K
30.9K $3.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
259
+ 7.55%
$496.48 - $617.85 $129K - $160K
3.69K $2.28B
AAPL
Apple Inc.

Technology
3.92K
+ 14.51%
$172.42 - $223.89 $675K - $877K
30.9K $6.34B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
296
+ 11.36%
$456.74 - $568.03 $135K - $168K
2.9K $1.65B
XLF
Financial Sector Spdr

ETFs
3.83K
+ 10.8%
$43.92 - $52.37 $168K - $201K
39.3K $2.06B
MO
Altria Group, Inc.

Consumer Defensive
5.05K
+ 11.2%
$55.56 - $60.91 $280K - $307K
50.1K $2.94B
META
Meta Platforms, Inc.

Communication Services
90
+ 9.33%
$484.66 - $738.09 $43.6K - $66.4K
1.06K $779M
CRM
Salesforce, Inc.

Technology
587
+ 6.23%
$236.26 - $291.15 $139K - $171K
10K $2.73B
V
Visa Inc.

Financial Services
207
+ 3.85%
$308.27 - $373.31 $63.8K - $77.3K
5.59K $1.98B
JPM
Jpmorgan Chase & CO

Financial Services
23
+ 1.29%
$210.28 - $289.91 $4.84K - $6.67K
1.81K $526M
VO
Vanguard Mid Cap ETF

ETFs
166
+ 11.9%
$228.54 - $279.83 $37.9K - $46.5K
1.56K $437M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.54K
+ 17.2%
$20.42 - $25.3 $31.5K - $39K
10.5K $266M
MGV
Vanguard Mega Cap Value

ETFs
362
+ 15.2%
$114.87 - $131.25 $41.6K - $47.5K
2.74K $360M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
596
+ 12.36%
$90.85 - $102.31 $54.1K - $61K
5.42K $546M
AMZN
Amazon Com Inc

Consumer Cyclical
31
+ 2.68%
$167.32 - $223.3 $5.19K - $6.92K
1.19K $260M
EXPE
Expedia Group, Inc.

Consumer Cyclical
197
+ 6.07%
$136.63 - $176.62 $26.9K - $34.8K
3.44K $581M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.36%
$335.24 - $380.78 $3.69K - $4.19K
822 $301M
LNT
Alliant Energy Corp

Utilities
197
+ 3.75%
$58.79 - $64.85 $11.6K - $12.8K
5.45K $330M
EMN
Eastman Chemical CO

Basic Materials
1
+ 0.03%
$72.7 - $88.29 $72.7 - $88.3
2.98K $223M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.08%
$713.71 - $898.95 $714 - $899
1.21K $943M
UPS
United Parcel Service Inc

Industrials
768
+ 4.87%
$91.92 - $110.2 $70.6K - $84.6K
16.5K $1.67B
JNJ
Johnson & Johnson

Healthcare
926
+ 5.34%
$146.36 - $159.82 $136K - $148K
18.3K $2.79B
COP
Conocophillips

Energy
1.15K
+ 4.55%
$82.66 - $106.1 $94.7K - $122K
26.3K $2.36B
Activity Summary
Buys All Purchases 64 New Holdings 28 Increased Positions 36 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 7
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