Center For Financial Planning, Inc. Portfolio Holdings

Center For Financial Planning, Inc.

  • $669 Million
  • Q1 2024

Center For Financial Planning, Inc. has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $669 Million distributed in 608 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $243M, Ishares Tr with a value of $75M, Vanguard Small Cap Value ETF with a value of $46.8M, Ishares Core U.S. Aggregate Bo with a value of $41.7M, and Vanguard Small Cap ETF with a value of $32.2M.

Examining the 13F form we can see an increase of $125M in the current position value, from $544M to 669M.

Center For Financial Planning, Inc. is based out at Southfied, MI

Below you can find more details about Center For Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $669 Million
ETFs: $528 Million
Financial Services: $33.2 Million
Technology: $29.4 Million
Healthcare: $21.1 Million
Consumer Defensive: $12.1 Million
Consumer Cyclical: $11 Million
Industrials: $10.6 Million
Communication Services: $8.99 Million
Other: $13.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$243 Million 36.33% of portfolio
505,287
Q1 2024 Added 12.26%
$0
$75 Million 11.23% of portfolio
1,011,096
Q1 2024 Added 4.45%
$0
$46.8 Million 7.0% of portfolio
243,933
Q1 2024 Added 2.94%
$0
$41.7 Million 6.24% of portfolio
426,112
Q1 2024 Added 6,264.63%
$0
$32.2 Million 4.82% of portfolio
140,835
Q1 2024 Added 6.92%
$0
$22.1 Million 3.3% of portfolio
528,692
Q1 2024 Added 1.91%
$0
$19.1 Million 2.86% of portfolio
116,513
Q1 2024 Reduced 2.46%
$3.33T
$13 Million 1.94% of portfolio
30,847
Q1 2024 Added 0.86%
$367B
$12.1 Million 1.8% of portfolio
19
Q4 2019 New
$0
$8.64 Million 1.29% of portfolio
143,203
Q1 2024 Added 1.33%
$529B
$5.77 Million 0.86% of portfolio
13,730
Q1 2024 Reduced 0.02%
$3.38T
$5.3 Million 0.79% of portfolio
30,919
Q1 2024 Added 1.48%
$1.97T
$4.65 Million 0.7% of portfolio
25,784
Q1 2024 Added 5.87%
$0
$3.63 Million 0.54% of portfolio
13,936
Q1 2024 Reduced 1.44%
$593B
$3.61 Million 0.54% of portfolio
18,017
Q1 2024 Added 2.98%
$1.12T
$3.35 Million 0.5% of portfolio
22,032
Q1 2024 Reduced 0.73%
$391B
$3.21 Million 0.48% of portfolio
19,766
Q1 2024 Reduced 0.69%
$26.6B
$3.11 Million 0.46% of portfolio
24,181
Q1 2024 Added 1.96%
$0
$2.86 Million 0.43% of portfolio
8,321
Q1 2024 Added 2.15%
$303B
$2.72 Million 0.41% of portfolio
14,938
Q1 2024 Added 7.17%
$382B
$2.44 Million 0.37% of portfolio
15,446
Q1 2024 Added 0.99%
$217B
$2.39 Million 0.36% of portfolio
4,108
Q1 2024 Added 2.5%
$0
$2.43 Million 0.36% of portfolio
40,024
Q1 2024 Added 401.62%
$257B
$2.31 Million 0.35% of portfolio
7,677
Q1 2024 Added 4.43%
$139B
$2.17 Million 0.32% of portfolio
33,973
Q1 2024 Reduced 0.62%
$306B
$2.16 Million 0.32% of portfolio
13,712
Q1 2024 Added 7.75%
$182B
$2.03 Million 0.3% of portfolio
17,844
Q3 2023 Added 0.39%
$80.9B
$2.01 Million 0.3% of portfolio
22,299
Q3 2022 Added 53.15%
$0
$2.01 Million 0.3% of portfolio
3,840
Q1 2024 Reduced 1.92%
$314B
$1.98 Million 0.3% of portfolio
14,968
Q1 2024 Reduced 0.51%
$352B
$1.97 Million 0.29% of portfolio
5,141
Q1 2024 Reduced 0.35%
$64.4B
$1.86 Million 0.28% of portfolio
5,227
Q1 2024 Reduced 7.81%
$0
$1.89 Million 0.28% of portfolio
40,192
Q1 2024 Added 54.58%
$129B
$1.91 Million 0.28% of portfolio
5,325
Q1 2024 Added 0.72%
$83.9B
$1.81 Million 0.27% of portfolio
3,377
Q4 2023 Reduced 16.56%
$0
$1.79 Million 0.27% of portfolio
11,018
Q1 2024 Added 0.57%
$227B
$1.81 Million 0.27% of portfolio
10,363
Q1 2024 Added 2.48%
$480B
$1.82 Million 0.27% of portfolio
15,663
Q1 2024 Added 0.4%
$0
$1.76 Million 0.26% of portfolio
6,775
Q1 2024 Reduced 7.51%
$173B
$1.64 Million 0.25% of portfolio
7,202
Q1 2024 Added 5.26%
$275B
$1.48 Million 0.22% of portfolio
24,124
Q1 2024 Added 3.05%
$195B
$1.5 Million 0.22% of portfolio
30,119
Q1 2024 Added 2.69%
$125B
$1.4 Million 0.21% of portfolio
4,471
Q1 2024 Added 1.68%
$0
$1.38 Million 0.21% of portfolio
5,758
Q1 2024 Added 0.05%
$72.8B
$1.31 Million 0.2% of portfolio
4,885
Q1 2024 Reduced 2.84%
$650B
$1.36 Million 0.2% of portfolio
1,029
Q1 2024 Added 1.78%
$0
$1.27 Million 0.19% of portfolio
5,096
Q1 2024 Added 3.03%
$0
$1.29 Million 0.19% of portfolio
11,001
Q1 2024 Added 2.37%
$139B
$1.26 Million 0.19% of portfolio
5,123
Q1 2024 Reduced 0.12%

Summary

  • Portfolio
  • No. of Stocks 608
  • Current Value $669 Million
  • Prior Value $544 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 99 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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