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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
142
+ 26.35%
$254.58 - $302.92 $36.2K - $43K
681 $174K
FCX
Freeport Mcmoran Inc

Basic Materials
480
+ 558.14%
$34.5 - $43.01 $16.6K - $20.6K
566 $21K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
359
New
$49.67 - $51.43 $17.8K - $18.5K
359 $18K
RNR
Renaissancere Holdings LTD

Financial Services
72
New
$226.55 - $263.22 $16.3K - $19K
72 $17K
KMI
Kinder Morgan, Inc.

Energy
600
New
$26.1 - $31.22 $15.7K - $18.7K
600 $17K
FIS
Fidelity National Information Services, Inc.

Technology
543
+ 14.46%
$68.12 - $83.42 $37K - $45.3K
4.3K $320K
ITT
Itt Inc.

Industrials
133
+ 1662.5%
$128.71 - $153.88 $17.1K - $20.5K
141 $18K
CSGP
Costar Group, Inc.

Real Estate
220
New
$69.29 - $80.37 $15.2K - $17.7K
220 $17K
MTBC
Care Cloud, Inc.

Healthcare
5.39K
New
N/A
5.39K $16K
RSP
Invesco S&P 500 Equal Weight E

ETFs
89
New
$169.43 - $182.84 $15.1K - $16.3K
89 $15K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.83%
$890.62 - $1076.86 $5.34K - $6.46K
334 $315K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
140
+ 54.26%
$283.06 - $421.16 $39.6K - $59K
398 $112K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.45K
New
$10.14 - $10.47 $14.7K - $15.2K
1.45K $14K
MBB
Ishares Tr

ETFs
147
New
$90.37 - $94.08 $13.3K - $13.8K
147 $13K
GM
General Motors CO

Consumer Cyclical
280
+ 325.58%
$45.22 - $54.92 $12.7K - $15.4K
366 $17K
LQD
Ishares Iboxx $ Investment Gra

ETFs
112
New
$105.1 - $109.61 $11.8K - $12.3K
112 $12K
XYL
Xylem Inc.

Industrials
91
+ 52.0%
$114.02 - $132.04 $10.4K - $12K
266 $31K
VOT
Vanguard Mid Cap Growth Index

ETFs
48
+ 120.0%
$237.72 - $276.98 $11.4K - $13.3K
88 $21K
PDD
Pinduoduo Inc.

Consumer Cyclical
87
New
$94.68 - $131.34 $8.24K - $11.4K
87 $10K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
+ 17.01%
$80.53 - $147.57 $2.01K - $3.69K
172 $22K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.09K
New
$9.59 - $11.83 $10.5K - $12.9K
1.09K $10K
FANG
Diamondback Energy, Inc.

Energy
87
+ 6.39%
$139.9 - $180.18 $12.2K - $15.7K
1.45K $231K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
103
New
$69.81 - $78.9 $7.19K - $8.13K
103 $8K
TJX
Tjx Companies Inc

Consumer Cyclical
29
+ 0.96%
$112.81 - $126.16 $3.27K - $3.66K
3.06K $372K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
377
New
$20.7 - $21.15 $7.8K - $7.97K
377 $7K
SHOP
Shopify Inc.

Technology
65
+ 1300.0%
$90.59 - $129.31 $5.89K - $8.41K
70 $6K
IWX
Ishares Tr Russell 200 Value E

ETFs
83
New
$78.54 - $84.86 $6.52K - $7.04K
83 $6K
AAL
American Airlines Group Inc.

Industrials
500
+ 1666.67%
N/A
530 $5K
NIO
Nio Inc.

Consumer Cyclical
1K
+ 444.44%
$3.75 - $5.22 $3.75K - $5.22K
1.23K $4K
SCHR
Schwab Intermediate Term Us Tr

ETFs
187
New
$24.05 - $24.86 $4.5K - $4.65K
187 $4K
RYN
Rayonier Inc

Real Estate
130
New
$24.95 - $28.24 $3.24K - $3.67K
130 $3K
KEYS
Keysight Technologies, Inc.

Technology
25
+ 25.51%
$148.16 - $185.11 $3.7K - $4.63K
123 $18K
IWP
Ishares Russell Mid Cap Growth

ETFs
32
New
$114.9 - $139.6 $3.68K - $4.47K
32 $3K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.73%
$75.32 - $84.77 $301 - $339
549 $44K
FNDX
Schwab Fundamental U S Large C

ETFs
131
New
$23.03 - $25.01 $3.02K - $3.28K
131 $3K
FISV
Fiserv Inc

Technology
18
+ 0.78%
N/A
2.32K $289K
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
78
+ 3.68%
$5.61 - $6.74 $438 - $526
2.2K $14K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
63
New
$44.72 - $46.25 $2.82K - $2.91K
63 $2K
TLT
Ishares Barclays 20+ Year Trea

ETFs
22
New
$85.29 - $92.57 $1.88K - $2.04K
22 $2K
FNDE
Schwab Fundamental Emerging Mk

ETFs
68
New
$28.11 - $32.0 $1.91K - $2.18K
68 $2K
IXN
Ishares Global Information Tec

ETFs
17
New
$75.73 - $88.4 $1.29K - $1.5K
17 $1K
IWS
Ishares Russell Midcap Value E

ETFs
17
+ 14.66%
$122.59 - $135.24 $2.08K - $2.3K
133 $16K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
24
New
$42.38 - $43.28 $1.02K - $1.04K
24 $1K
FNDF
Schwab Fundamental Intl Large

ETFs
55
New
$32.9 - $37.45 $1.81K - $2.06K
55 $1K
C
Citigroup Inc

Financial Services
7
+ 19.44%
$67.23 - $84.63 $471 - $592
43 $3K
CORP
Pimco Investment Grade Corp Bd

ETFs
2
+ 1.38%
$93.89 - $97.32 $188 - $195
147 $14K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
44
New
$25.81 - $28.52 $1.14K - $1.25K
44 $1K
FNDA
Schwab Fundamental U S Small C

ETFs
70
New
$26.87 - $30.99 $1.88K - $2.17K
70 $1K
SMR
Nuscale Power Corp

Industrials
35
New
$14.16 - $29.08 $496 - $1.02K
35 $0
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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