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
Celestica Inc
380
New
N/A
380 $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
2
New
$38.22 - $41.19 $76.4 - $82.4
2 $0
Millrose Pptys Inc
52
New
N/A
52 $0
ETF Ser Solutions
98
+ 158.06%
N/A
160 $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9
New
$44.68 - $46.49 $402 - $418
9 $0
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
16
New
$19.12 - $20.71 $306 - $331
16 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
19
New
$20.2 - $22.24 $384 - $423
19 $0
FNDC
Schwab Fundamental Intl Small

ETFs
24
New
$33.34 - $37.44 $800 - $899
24 $0
Ge Vernova Inc
84
+ 35.59%
N/A
320 $0
IRBO
Ishares Robotics & Artificial

ETFs
25
+ 2.43%
N/A
1.05K $33K
Ramaco Res Inc
7
+ 116.67%
N/A
13 $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
23
New
$33.57 - $37.22 $772 - $856
23 $0
DNN
Denison Mines Corp.

Energy
490
New
$1.3 - $2.1 $637 - $1.03K
490 $0
Venture Global Inc
3.62K
New
N/A
3.62K $0
EW
Edwards Lifesciences Corp

Healthcare
54
+ 1.4%
$67.95 - $76.19 $3.67K - $4.11K
3.9K $282K
ORCL
Oracle Corp

Technology
275
+ 16.61%
$139.81 - $186.47 $38.4K - $51.3K
1.93K $269K
HAL
Halliburton CO

Energy
150
+ 2.61%
$24.15 - $29.9 $3.62K - $4.49K
5.89K $149K
ALTG
Alta Equipment Group Inc.

Industrials
603
+ 11.36%
$4.59 - $7.65 $2.77K - $4.61K
5.91K $27K
EL
Estee Lauder Companies Inc

Consumer Defensive
31
+ 2.48%
$64.26 - $85.48 $1.99K - $2.65K
1.28K $84K
BBY
Best Buy CO Inc

Consumer Cyclical
379
+ 12.35%
$70.3 - $91.1 $26.6K - $34.5K
3.45K $253K
IWY
Ishares Tr Russell 200 Growth

ETFs
17
+ 2.79%
$210.19 - $243.33 $3.57K - $4.14K
626 $132K
OMC
Omnicom Group Inc.

Communication Services
197
+ 2.2%
$79.43 - $88.34 $15.6K - $17.4K
9.17K $760K
META
Meta Platforms, Inc.

Communication Services
7
+ 0.64%
$576.36 - $736.67 $4.03K - $5.16K
1.1K $631K
IQV
Iqvia Holdings Inc.

Healthcare
22
+ 1.36%
$176.3 - $209.96 $3.88K - $4.62K
1.63K $288K
IWR
Ishares Russell Mid Cap ETF

ETFs
8
+ 0.09%
$82.81 - $92.93 $662 - $743
8.9K $757K
USB
Us Bancorp \De\

Financial Services
464
+ 5.14%
$40.92 - $50.9 $19K - $23.6K
9.49K $400K
NXPI
Nxp Semiconductors N.V.

Technology
22
+ 1.11%
$189.99 - $245.86 $4.18K - $5.41K
2K $379K
DHR
Danaher Corp

Healthcare
219
+ 6.87%
$201.62 - $250.59 $44.2K - $54.9K
3.41K $698K
HD
Home Depot, Inc.

Consumer Cyclical
179
+ 3.85%
$347.25 - $424.87 $62.2K - $76.1K
4.83K $1.77M
NVDA
Nvidia Corp

Technology
1.27K
+ 18.68%
$106.98 - $149.43 $136K - $190K
8.06K $873K
TT
Trane Technologies PLC

Industrials
63
+ 2.97%
$332.0 - $400.86 $20.9K - $25.3K
2.18K $735K
AMD
Advanced Micro Devices Inc

Technology
56
+ 1.82%
$96.63 - $129.55 $5.41K - $7.25K
3.13K $321K
VTI
Vanguard Total Stock Market Et

ETFs
206
+ 2.78%
$271.18 - $303.12 $55.9K - $62.4K
7.62K $2.09M
IWN
Ishares Russell2000 Val ETF

ETFs
11
+ 0.23%
$149.27 - $169.4 $1.64K - $1.86K
4.77K $720K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.05%
$253.32 - $282.66 $760 - $848
5.74K $1.48M
MSI
Motorola Solutions, Inc.

Technology
101
+ 2.0%
$411.73 - $482.1 $41.6K - $48.7K
5.16K $2.26M
MRK
Merck & Co., Inc.

Healthcare
643
+ 4.34%
$83.01 - $101.02 $53.4K - $65K
15.4K $1.39M
VUG
Vanguard Growth ETF

ETFs
513
+ 6.15%
$369.1 - $427.61 $189K - $219K
8.85K $3.28M
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 1.52%
$222.15 - $428.22 $10.2K - $19.7K
3.07K $796K
AVGO
Broadcom Inc.

Technology
502
+ 5.85%
$167.43 - $244.7 $84K - $123K
9.09K $1.52M
CRM
Salesforce, Inc.

Technology
12
+ 0.16%
$268.36 - $359.95 $3.22K - $4.32K
7.36K $1.98M
AMZN
Amazon Com Inc

Consumer Cyclical
600
+ 2.54%
$190.26 - $242.06 $114K - $145K
24.2K $4.61M
VB
Vanguard Small Cap ETF

ETFs
3.24K
+ 2.13%
$217.89 - $252.64 $705K - $817K
155K $34.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.62K
+ 0.88%
$507.05 - $563.67 $2.34M - $2.6M
531K $273M
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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