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
ALL
Allstate Corp

Financial Services
110
+ 6.57%
$180.99 - $210.18 $19.9K - $23.1K
1.78K $369K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
908
New
$48.43 - $49.9 $44K - $45.3K
908 $45K
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.1K
New
$38.18 - $50.93 $41.9K - $55.9K
1.1K $42K
WMT
Walmart Inc.

Consumer Defensive
771
+ 7.62%
$84.5 - $105.05 $65.1K - $81K
10.9K $955K
BNDX
Vanguard Total International B

ETFs
858
+ 140.66%
$48.33 - $49.5 $41.5K - $42.5K
1.47K $71K
COP
Conocophillips

Energy
359
+ 78.38%
$88.6 - $105.85 $31.8K - $38K
817 $85K
SQ
Block, Inc.

Technology
730
+ 858.82%
$54.04 - $92.95 $39.4K - $67.9K
815 $46K
PSLV
Sprott Physical Silver Trust

Financial Services
3.38K
New
$9.86 - $11.68 $33.4K - $39.5K
3.38K $39K
PHYS
Sprott Physical Gold Trust

Financial Services
1.64K
New
$20.25 - $24.06 $33.2K - $39.5K
1.64K $39K
MAR
Marriott International Inc

Consumer Cyclical
164
+ 468.57%
$237.01 - $304.45 $38.9K - $49.9K
199 $47K
PEG
Public Service Enterprise Group Inc

Utilities
568
+ 13.77%
$78.2 - $90.39 $44.4K - $51.3K
4.69K $386K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.64K
New
$23.32 - $23.84 $38.1K - $39K
1.64K $38K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.4K
New
$25.69 - $26.89 $35.9K - $37.6K
1.4K $37K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
381
+ 762.0%
$87.68 - $94.52 $33.4K - $36K
431 $40K
ALGN
Align Technology Inc

Healthcare
221
New
$158.86 - $234.89 $35.1K - $51.9K
221 $35K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.5K
New
$23.16 - $27.04 $34.7K - $40.5K
1.5K $35K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
1.92K
New
$17.64 - $18.41 $33.9K - $35.3K
1.92K $35K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
423
+ 37.11%
$76.94 - $78.28 $32.5K - $33.1K
1.56K $122K
NEE
Nextera Energy Inc

Utilities
870
+ 2.55%
$66.96 - $76.16 $58.3K - $66.3K
35K $2.48M
SUB
Ishares Short Term National Mu

ETFs
328
New
$105.3 - $106.24 $34.5K - $34.8K
328 $34K
AMAT
Applied Materials Inc

Technology
275
+ 92.91%
$145.06 - $195.51 $39.9K - $53.8K
571 $82K
DDOG
Datadog, Inc.

Technology
345
+ 1189.66%
$98.68 - $151.89 $34K - $52.4K
374 $37K
ADI
Analog Devices Inc

Technology
230
+ 18.79%
$201.56 - $243.82 $46.4K - $56.1K
1.45K $293K
HIG
Hartford Financial Services Group, Inc.

Financial Services
266
New
$106.31 - $123.73 $28.3K - $32.9K
266 $32K
ILMN
Illumina, Inc.

Healthcare
413
New
$79.34 - $144.22 $32.8K - $59.6K
413 $32K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.47K
New
$19.66 - $21.64 $29K - $31.9K
1.47K $31K
LHX
L3 Harris Technologies, Inc.

Industrials
155
+ 9.89%
$194.65 - $222.86 $30.2K - $34.5K
1.72K $360K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
490
New
$63.82 - $127.89 $31.3K - $62.7K
490 $31K
JCI
Johnson Controls International PLC

Industrials
335
+ 9.54%
$76.12 - $90.6 $25.5K - $30.4K
3.85K $308K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
512
New
N/A
512 $31K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.28K
New
$22.98 - $24.13 $29.5K - $31K
1.28K $30K
RGTI
Rigetti Computing, Inc.

Technology
3.79K
New
$6.05 - $19.51 $22.9K - $74K
3.79K $30K
FBT
First Trust Nyse Arca Biotechn

ETFs
175
New
$164.86 - $182.19 $28.9K - $31.9K
175 $29K
ASML
Asml Holding Nv

Technology
49
+ 28.32%
$662.63 - $776.99 $32.5K - $38.1K
222 $147K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
241
New
$107.24 - $116.37 $25.8K - $28K
241 $28K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
552
New
$48.02 - $53.02 $26.5K - $29.3K
552 $27K
SYLD
Cambria Shareholder Yld ETF

ETFs
408
New
$62.77 - $71.4 $25.6K - $29.1K
408 $26K
PFF
Ishares Trust Ishares Pfd And

ETFs
850
New
$30.73 - $32.26 $26.1K - $27.4K
850 $26K
SNPS
Synopsys Inc

Technology
80
+ 58.82%
$428.58 - $551.54 $34.3K - $44.1K
216 $92K
STE
Steris PLC

Healthcare
20
+ 2.07%
$202.46 - $232.74 $4.05K - $4.65K
987 $223K
CDNS
Cadence Design Systems Inc

Technology
130
+ 66.67%
$233.96 - $324.52 $30.4K - $42.2K
325 $82K
BAX
Baxter International Inc

Healthcare
691
New
$29.26 - $36.57 $20.2K - $25.3K
691 $23K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
308
New
$73.78 - $76.59 $22.7K - $23.6K
308 $23K
QBTS
D Wave Quantum Inc.

Technology
2.95K
New
$3.83 - $11.18 $11.3K - $33K
2.95K $22K
IDEV
Ishares Core Msci Intl Develop

ETFs
323
New
$63.77 - $71.36 $20.6K - $23K
323 $22K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.71K
+ 27.03%
$47.79 - $59.89 $81.7K - $102K
8.04K $403K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
275
+ 237.07%
$77.7 - $78.94 $21.4K - $21.7K
391 $30K
RGEN
Repligen Corp

Healthcare
193
+ 110.29%
$127.24 - $174.24 $24.6K - $33.6K
368 $46K
CWB
Spdr Bloomberg Convertible Sec

ETFs
264
+ 1320.0%
$75.99 - $81.58 $20.1K - $21.5K
284 $21K
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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