Cfc Planning CO LLC New Holdings in Q3 2025

Cfc Planning CO LLC

  • $122 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
12.8K
New
$237.77 - $353.61 $3.03M - $4.51M
12.8K $4.41B
KO
Coca Cola CO

Consumer Defensive
44.9K
New
$65.67 - $71.67 $2.95M - $3.22M
44.9K $2.98B
XLK
Technology Sector Spdr

ETFs
9.42K
New
$250.97 - $282.66 $2.36M - $2.66M
9.42K $2.65B
XLB
Select Sector Spdr Fd Material

ETFs
28.7K
New
$86.72 - $92.61 $2.49M - $2.66M
28.7K $2.57B
DAUG
First Tr ETF Viii Cboe Vest Us
20.9K
New
N/A
20.9K $912M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
22.9K
New
$37.65 - $38.64 $864K - $886K
22.9K $886M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
19.9K
New
$41.73 - $43.77 $831K - $872K
19.9K $872M
NFLX
Netflix Inc

Communication Services
496
New
$1147.87 - $1297.18 $569K - $643K
496 $595M
DLTR
Dollar Tree, Inc.

Consumer Defensive
5.56K
New
$94.03 - $117.16 $523K - $651K
5.56K $525M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.41K
New
$78.96 - $80.04 $348K - $353K
4.41K $352M
AMKR
Amkor Technology, Inc.

Technology
8.92K
New
$21.14 - $29.58 $189K - $264K
8.92K $253M
UI
Ubiquiti Inc.

Technology
377
New
$388.83 - $660.58 $147K - $249K
377 $249M
ENPH
Enphase Energy, Inc.

Technology
6.52K
New
$30.11 - $42.97 $196K - $280K
6.52K $231M
EHC
Encompass Health Corp

Healthcare
1.81K
New
$107.13 - $127.02 $194K - $230K
1.81K $230M
CDAY
Ceridian Hcm Holding Inc.

Technology
3.31K
New
N/A
3.31K $228M
AIZ
Assurant, Inc.

Financial Services
1.02K
New
$184.56 - $218.69 $189K - $224K
1.02K $222M
VRRM
Verra Mobility Corp

Industrials
8.77K
New
$23.49 - $25.65 $206K - $225K
8.77K $216M
TCHP
T Rowe Price Exchange Traded F

Technology
4.3K
New
$44.9 - $49.35 $193K - $212K
4.3K $210M
CACC
Credit Acceptance Corp

Financial Services
448
New
$447.51 - $543.74 $200K - $244K
448 $209M
TNL
Travel & Leisure Co.

Consumer Cyclical
3.5K
New
$53.72 - $63.45 $188K - $222K
3.5K $208M
Qxo Inc
10.8K
New
N/A
10.8K $206M
ATR
Aptargroup, Inc.

Healthcare
1.54K
New
$130.82 - $161.82 $201K - $249K
1.54K $205M
FRHC
Freedom Holding Corp.

Financial Services
1.19K
New
$139.45 - $190.14 $166K - $226K
1.19K $205M
IT
Gartner Inc

Technology
779
New
$225.98 - $406.7 $176K - $317K
779 $205M
DOX
Amdocs LTD

Technology
2.48K
New
$81.2 - $92.62 $202K - $230K
2.48K $204M
SON
Sonoco Products CO

Consumer Cyclical
4.65K
New
$42.77 - $48.68 $199K - $226K
4.65K $200M
ACI
Albertsons Companies, Inc.

Consumer Defensive
11.1K
New
$17.45 - $22.74 $193K - $252K
11.1K $194M
TSLA
Tesla, Inc.

Consumer Cyclical
287
New
$293.94 - $444.72 $84.4K - $128K
287 $128M
GOOG
Alphabet Inc.

Communication Services
480
New
$175.16 - $255.24 $84.1K - $123K
480 $117M
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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