Cfc Planning CO LLC Portfolio Holdings
Cfc Planning CO LLC
- $91.4 Billion
- Q1 2025
Cfc Planning CO LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $91.4 Billion distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.99B, Travelers Companies, Inc. with a value of $4.45B, Walt Disney CO with a value of $4.32B, American Express CO with a value of $4.1B, and Nike, Inc. with a value of $3.88B.
Examining the 13F form we can see an decrease of $2.01B in the current position value, from $93.4B to 91.4B.
Cfc Planning CO LLC is based out at Cicero, IN
Below you can find more details about Cfc Planning CO LLC portfolio as well as his latest detailed transactions.
Portfolio value
$91.4 Billion
ETFs: $19.2 Billion
Technology: $19.1 Billion
Financial Services: $15.3 Billion
Consumer Defensive: $6.53 Billion
Healthcare: $6.19 Billion
Communication Services: $5.51 Billion
Consumer Cyclical: $5.19 Billion
Industrials: $4.85 Billion
Other: $8.72 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|