Center For Financial Planning, Inc. Purchases in Q1 2025

Center For Financial Planning, Inc.

  • $781 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
348K
+ 57.33%
$95.85 - $99.25 $33.3M - $34.5M
954K $94.4M
IEFA
Ishares Tr

ETFs
25.2K
+ 2.37%
$69.57 - $78.65 $1.76M - $1.98M
1.09M $82.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
71.9K
New
$29.34 - $31.31 $2.11M - $2.25M
71.9K $2.13M
VO
Vanguard Mid Cap ETF

ETFs
5.91K
+ 111.55%
$251.87 - $277.95 $1.49M - $1.64M
11.2K $2.9M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
20.8K
New
$47.59 - $48.35 $992K - $1.01M
20.8K $1.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.99K
+ 1.26%
$42.5 - $46.71 $297K - $327K
561K $25.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 156.63%
$554.06 - $615.85 $746K - $830K
2.21K $1.24M
MUB
Ishares National Muni Bond ETF

ETFs
4.92K
New
$104.71 - $107.69 $515K - $530K
4.92K $518K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
17.4K
New
$27.95 - $30.87 $485K - $536K
17.4K $491K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.12K
+ 10.51%
$48.31 - $49.23 $392K - $400K
85.4K $4.2M
JNJ
Johnson & Johnson

Healthcare
107
+ 0.73%
$142.06 - $167.7 $15.2K - $17.9K
14.7K $2.44M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.58K
New
$106.22 - $111.09 $274K - $287K
2.58K $286K
VTV
Vanguard Value ETF

ETFs
1.3K
+ 13.1%
$167.73 - $179.21 $218K - $233K
11.2K $1.94M
PM
Philip Morris International Inc.

Consumer Defensive
186
+ 3.36%
$117.15 - $158.79 $21.8K - $29.5K
5.71K $906K
JPM
Jpmorgan Chase & CO

Financial Services
379
+ 2.25%
$225.19 - $279.95 $85.3K - $106K
17.3K $4.23M
VEA
Vanguard Ftse Developed Market

ETFs
2.55K
+ 14.2%
$47.4 - $52.99 $121K - $135K
20.5K $1.04M
CMI
Cummins Inc

Industrials
564
New
$312.92 - $386.07 $176K - $218K
564 $176K
VHT
Vanguard Health Care ETF

ETFs
588
+ 237.1%
$254.06 - $273.83 $149K - $161K
836 $221K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.15K
+ 4.84%
$45.92 - $47.58 $98.7K - $102K
46.6K $2.21M
APH
Amphenol Corp

Technology
2.25K
+ 2885.9%
$61.62 - $78.55 $139K - $177K
2.33K $152K
IEF
Ishares Barclays

ETFs
1.49K
New
$91.17 - $95.39 $136K - $142K
1.49K $142K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.5K
+ 21.31%
$102.49 - $119.96 $256K - $300K
14.2K $1.49M
VIG
Vanguard Dividend Appreciation

ETFs
722
+ 22.42%
N/A
3.94K $718K
HYD
Vaneck High Yield Muni ETF

ETFs
2.3K
New
$50.79 - $52.53 $117K - $121K
2.3K $117K
MGK
Vanguard Mega Cap Growth ETF

ETFs
370
New
$307.43 - $357.48 $114K - $132K
370 $114K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.57K
New
$24.91 - $29.02 $114K - $133K
4.57K $114K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
885
+ 8.82%
$110.75 - $119.78 $98K - $106K
10.9K $1.26M
VZ
Verizon Communications Inc

Communication Services
1.4K
+ 15.8%
$37.81 - $46.49 $52.8K - $64.9K
10.2K $464K
QQQ
Invesco Qqq Trust, Series 1

ETFs
338
+ 28.67%
$468.34 - $539.52 $158K - $182K
1.52K $711K
UNH
Unitedhealth Group Inc

Healthcare
152
+ 13.44%
$461.52 - $548.18 $70.2K - $83.3K
1.28K $671K
CME
Cme Group Inc.

Financial Services
144
+ 7.86%
$225.82 - $266.54 $32.5K - $38.4K
1.98K $523K
NSC
Norfolk Southern Corp

Industrials
403
+ 959.52%
$227.69 - $259.76 $91.8K - $105K
445 $105K
TMO
Thermo Fisher Scientific Inc.

Healthcare
350
+ 9.64%
$497.6 - $606.74 $174K - $212K
3.98K $1.98M
UNP
Union Pacific Corp

Industrials
206
+ 4.4%
$225.21 - $254.42 $46.4K - $52.4K
4.89K $1.15M
CB
Chubb LTD

Financial Services
134
+ 7.38%
$257.71 - $301.99 $34.5K - $40.5K
1.95K $588K
SYK
Stryker Corp

Healthcare
63
+ 1.26%
$355.18 - $399.9 $22.4K - $25.2K
5.05K $1.88M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
20K
New
$4.07 - $5.99 $81.4K - $120K
20K $81K
DRI
Darden Restaurants Inc

Consumer Cyclical
195
+ 10.0%
$180.02 - $208.56 $35.1K - $40.7K
2.15K $445K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.69K
New
$21.75 - $24.28 $80.2K - $89.5K
3.69K $81K
MDT
Medtronic PLC

Healthcare
365
+ 8.13%
$79.84 - $94.5 $29.1K - $34.5K
4.86K $436K
V
Visa Inc.

Financial Services
20
+ 0.98%
$306.92 - $362.71 $6.14K - $7.25K
2.05K $719K
O
Realty Income Corp

Real Estate
848
+ 16.03%
$51.67 - $58.49 $43.8K - $49.6K
6.14K $356K
LMT
Lockheed Martin Corp

Industrials
182
+ 41.08%
$423.19 - $506.29 $77K - $92.1K
625 $279K
DAL
Delta Air Lines, Inc.

Industrials
3.98K
+ 56.65%
$43.6 - $69.06 $173K - $275K
11K $479K
IEMG
Ishares Inc

ETFs
966
+ 97.58%
N/A
1.96K $104K
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
735
New
$67.12 - $68.99 $49.3K - $50.7K
735 $49K
ADP
Automatic Data Processing Inc

Industrials
150
+ 73.17%
$286.85 - $318.64 $43K - $47.8K
355 $108K
OKTA
Okta, Inc.

Technology
450
New
$78.83 - $116.72 $35.5K - $52.5K
450 $47K
APD
Air Products & Chemicals, Inc.

Basic Materials
131
+ 7.53%
$283.24 - $338.07 $37.1K - $44.3K
1.87K $551K
Activity Summary
Buys All Purchases 195 New Holdings 79 Increased Positions 116 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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