Ofc Financial Planning, LLC Portfolio Holdings

Ofc Financial Planning, LLC

  • $88.4 Billion
  • Q1 2025

Ofc Financial Planning, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $88.4 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.4B, Vanguard Index Fds S&P 500 ETF with a value of $12.1B, Ishares Core S&P 500 ETF with a value of $5.45B, Blackrock Ultra Short Term Bon with a value of $4.41B, and Pacer Fds Tr Trendpilot Us Lar with a value of $3.94B.

Examining the 13F form we can see an decrease of $6.44B in the current position value, from $94.8B to 88.4B.

Ofc Financial Planning, LLC is based out at Short Hills, NJ

Below you can find more details about Ofc Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $88.4 Billion
ETFs: $60 Billion
Technology: $20.9 Billion
Consumer Cyclical: $1.53 Billion
Industrials: $1.17 Billion
Consumer Defensive: $975 Million
Basic Materials: $906 Million
Communication Services: $687 Million
Utilities: $605 Million
Other: $578 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.27T
$18.4 Billion 20.81% of portfolio
82,799
Q1 2025 Reduced 0.45%
$0
$12.1 Billion 13.75% of portfolio
23,641
Q1 2025 Reduced 1.54%
$0
$5.45 Billion 6.17% of portfolio
9,703
Q1 2025 Reduced 0.01%
$0
$4.41 Billion 4.99% of portfolio
87,064
Q1 2025 Reduced 11.8%
$0
$3.94 Billion 4.46% of portfolio
76,563
Q1 2025 Reduced 1.23%
$0
$3.5 Billion 3.96% of portfolio
6,255
Q1 2025 Reduced 0.71%
$0
$2.18 Billion 2.46% of portfolio
35,062
Q1 2025 Reduced 2.32%
$53.6B
$2.09 Billion 2.36% of portfolio
35,417
Q1 2025 Added 4.66%
$0
$1.76 Billion 1.99% of portfolio
32,129
Q1 2025 Added 1.58%
$0
$1.73 Billion 1.96% of portfolio
9,309
Q1 2025 Added 1.44%
$0
$1.72 Billion 1.95% of portfolio
34,207
Q1 2025 Reduced 36.15%
$0
$1.69 Billion 1.91% of portfolio
6,537
Q1 2025 Reduced 2.05%
$0
$1.63 Billion 1.84% of portfolio
32,234
Q1 2025 Added 12.99%
$107B
$1.57 Billion 1.77% of portfolio
5,433
Q1 2025 Reduced 0.31%
$0
$1.38 Billion 1.56% of portfolio
6,229
Q1 2025 Reduced 1.02%
$0
$1.29 Billion 1.46% of portfolio
28,530
Q1 2025 Added 1.41%
$0
$1.15 Billion 1.3% of portfolio
12,364
Q1 2025 Reduced 1.9%
$0
$1.06 Billion 1.2% of portfolio
3,464
Q1 2025 Reduced 1.25%
Pacer Fds Tr
-
$1.03 Billion 1.16% of portfolio
-
Q1 2025 Added 4.45%
$0
$1 Billion 1.14% of portfolio
31,961
Q1 2025 Added 1.08%
$0
$995 Million 1.13% of portfolio
11,691
Q1 2025 Reduced 0.55%
$0
$981 Million 1.11% of portfolio
30,340
Q1 2025 Added 1.38%
$0
$975 Million 1.1% of portfolio
22,104
Q1 2025 Reduced 1.93%
$0
$953 Million 1.08% of portfolio
30,352
Q1 2025 Added 1.14%
$0
$929 Million 1.05% of portfolio
5,376
Q1 2025 Reduced 8.29%
$31.4B
$906 Million 1.02% of portfolio
7,526
Q4 2024 New
$0
$798 Million 0.9% of portfolio
7,338
Q1 2025 Reduced 1.15%
$0
$797 Million 0.9% of portfolio
15,685
Q1 2025 Added 2.12%
$0
$749 Million 0.85% of portfolio
3,755
Q1 2025 Reduced 2.19%
$352B
$722 Million 0.82% of portfolio
6,666
Q1 2025 Added 2.82%
$0
$699 Million 0.79% of portfolio
34,830
Q1 2025 Reduced 0.61%
$51B
$611 Million 0.69% of portfolio
2,405
Q4 2024 New
$73.3B
$605 Million 0.68% of portfolio
5,150
Q4 2024 New
$148B
$578 Million 0.65% of portfolio
8,136
Q4 2024 New
$0
$579 Million 0.65% of portfolio
2,105
Q1 2025 Added 0.33%
$0
$558 Million 0.63% of portfolio
6,067
Q1 2025 Reduced 2.37%
$184B
$559 Million 0.63% of portfolio
1,695
Q4 2024 New
$0
$558 Million 0.63% of portfolio
4,574
Q1 2025 Reduced 3.62%
$230B
$515 Million 0.58% of portfolio
1,650
Q4 2024 New
$0
$509 Million 0.58% of portfolio
6,223
Q4 2024 New
$382B
$505 Million 0.57% of portfolio
1,378
Q4 2024 New
$1.02T
$422 Million 0.48% of portfolio
2,700
Q4 2024 New
$0
$332 Million 0.38% of portfolio
8,846
Q1 2025 Added 6.62%
$177B
$324 Million 0.37% of portfolio
1,805
Q4 2024 New
$2.1T
$301 Million 0.34% of portfolio
1,580
Q4 2024 New
$993B
$265 Million 0.3% of portfolio
1,715
Q1 2025 Reduced 5.77%
$0
$249 Million 0.28% of portfolio
2,613
Q1 2025 Reduced 6.11%
$0
$214 Million 0.24% of portfolio
1,658
Q1 2025 Added 4.28%
$238B
$213 Million 0.24% of portfolio
857
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $88.4 Billion
  • Prior Value $94.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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