Cfc Planning CO LLC Incresed Positions in Q3 2025

Cfc Planning CO LLC

  • $122 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7.94K
+ 25.7%
$202.38 - $256.87 $1.61M - $2.04M
38.8K $9.89B
JPM
Jpmorgan Chase & CO

Financial Services
7.28K
+ 401.49%
$282.78 - $316.06 $2.06M - $2.3M
9.09K $2.87B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.22K
+ 41.9%
$567.77 - $614.76 $690K - $748K
4.12K $2.52B
SCCO
Southern Copper Corp

Basic Materials
1.73K
+ 5.6%
$90.54 - $121.36 $156K - $210K
32.6K $3.95B
JNJ
Johnson & Johnson

Healthcare
1.08K
+ 5.89%
$155.17 - $185.42 $167K - $200K
19.4K $3.59B
CAT
Caterpillar Inc

Industrials
333
+ 5.57%
$390.92 - $477.15 $130K - $159K
6.32K $3.01B
XLC
Select Sector Spdr Tr Communic

ETFs
3.56K
+ 17.91%
$105.99 - $119.41 $378K - $426K
23.5K $2.78B
AMZN
Amazon Com Inc

Consumer Cyclical
2.81K
+ 237.1%
$211.65 - $238.24 $595K - $670K
4K $878M
XLF
Financial Sector Spdr

ETFs
9.75K
+ 24.8%
$51.37 - $54.25 $501K - $529K
49.1K $2.64B
AXP
American Express CO

Financial Services
983
+ 5.68%
$294.27 - $342.31 $289K - $336K
18.3K $6.08B
MO
Altria Group, Inc.

Consumer Defensive
1.28K
+ 2.55%
$57.75 - $67.68 $73.9K - $86.6K
51.4K $3.4B
V
Visa Inc.

Financial Services
1.47K
+ 26.36%
$332.09 - $358.86 $489K - $529K
7.06K $2.41B
CSCO
Cisco Systems, Inc.

Technology
6.71K
+ 7.8%
$66.2 - $71.79 $444K - $481K
92.6K $6.34B
COP
Conocophillips

Energy
1.58K
+ 6.0%
$91.0 - $98.99 $144K - $156K
27.9K $2.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
105
+ 2.85%
$617.65 - $666.84 $64.9K - $70K
3.79K $2.53B
MRK
Merck & Co., Inc.

Healthcare
1.54K
+ 6.32%
$77.6 - $87.37 $119K - $134K
25.9K $2.17B
MGV
Vanguard Mega Cap Value

ETFs
1.42K
+ 51.91%
$129.46 - $137.85 $184K - $196K
4.17K $574M
SECT
Sector 10, Inc.

ETFs
241
+ 0.61%
$57.95 - $63.16 $14K - $15.2K
39.7K $2.5B
VO
Vanguard Mid Cap ETF

ETFs
541
+ 34.66%
$279.83 - $293.74 $151K - $159K
2.1K $617M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.37K
+ 51.06%
$25.29 - $28.33 $136K - $152K
15.9K $443M
GOOGL
Alphabet Inc.

Communication Services
320
+ 32.89%
$174.36 - $254.72 $55.8K - $81.5K
1.29K $314M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.68K
+ 44.27%
$68.24 - $73.73 $115K - $124K
5.48K $403M
IBM
International Business Machines Corp

Technology
624
+ 7.54%
$234.77 - $292.47 $146K - $183K
8.9K $2.51B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
305
+ 5.63%
$101.12 - $106.18 $30.8K - $32.4K
5.72K $590M
CRWD
Crowd Strike Holdings, Inc.

Technology
103
+ 8.19%
$412.46 - $514.1 $42.5K - $53K
1.36K $667M
EOG
Eog Resources Inc

Energy
1.15K
+ 6.51%
$112.12 - $126.1 $128K - $144K
18.7K $2.1B
LLY
Eli Lilly & CO

Healthcare
20
+ 1.65%
$625.65 - $812.69 $12.5K - $16.3K
1.23K $938M
FTNT
Fortinet, Inc.

Technology
1.28K
+ 22.66%
$74.39 - $107.65 $95.1K - $138K
6.92K $582M
EPAM
Epam Systems, Inc.

Technology
30
+ 1.34%
N/A
2.28K $343M
UPS
United Parcel Service Inc

Industrials
1.05K
+ 6.34%
$82.58 - $105.54 $86.5K - $111K
17.6K $1.47B
DIS
Walt Disney CO

Communication Services
1.84K
+ 4.03%
$112.25 - $124.0 $207K - $229K
47.6K $5.45B
CRM
Salesforce, Inc.

Technology
513
+ 5.12%
$231.66 - $273.65 $119K - $140K
10.5K $2.49B
TXN
Texas Instruments Inc

Technology
640
+ 4.32%
N/A
15.5K $2.84B
PM
Philip Morris International Inc.

Consumer Defensive
1.18K
+ 5.02%
$157.77 - $183.27 $187K - $217K
24.8K $4.02B
Activity Summary
Buys All Purchases 65 New Holdings 30 Increased Positions 35 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 3
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