Cfc Planning CO LLC Incresed Positions in Q1 2025

Cfc Planning CO LLC

  • $91.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.03K
+ 755.36%
$551.42 - $612.93 $1.67M - $1.86M
3.43K $1.92B
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
CVX
Chevron Corp

Energy
1.69K
+ 16.79%
$146.71 - $167.97 $247K - $283K
11.7K $1.96B
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
TXN
Texas Instruments Inc

Technology
1.92K
+ 15.51%
N/A
14.3K $2.57B
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
72
+ 2.84%
$507.05 - $563.67 $36.5K - $40.6K
2.61K $1.34B
NKE
Nike, Inc.

Consumer Cyclical
9.41K
+ 18.19%
$63.29 - $81.72 $595K - $769K
61.1K $3.88B
BXP
Boston Properties Inc

Real Estate
40
+ 0.69%
$63.97 - $74.91 $2.56K - $3K
5.85K $393M
CAT
Caterpillar Inc

Industrials
357
+ 7.37%
$326.75 - $407.63 $117K - $146K
5.2K $1.71B
HPE
Hewlett Packard Enterprise CO

Technology
5.17K
+ 24.01%
$14.77 - $24.42 $76.3K - $126K
26.7K $412M
DIS
Walt Disney CO

Communication Services
4.34K
+ 11.0%
$96.87 - $114.0 $420K - $495K
43.8K $4.32B
AAPL
Apple Inc.

Technology
2.2K
+ 8.89%
$209.68 - $247.1 $462K - $544K
27K $5.99B
CRM
Salesforce, Inc.

Technology
815
+ 9.46%
$268.36 - $359.95 $219K - $293K
9.43K $2.53B
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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