Center For Financial Planning, Inc. Incresed Positions in Q4 2024

Center For Financial Planning, Inc.

  • $748 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
72.1K
+ 13.48%
$96.64 - $101.23 $6.96M - $7.29M
606K $58.8M
VB
Vanguard Small Cap ETF

ETFs
3.44K
+ 2.32%
$233.76 - $261.58 $805K - $900K
152K $36.5M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.25%
$180.88 - $232.93 $10.9K - $14K
23.6K $5.19M
AVGO
Broadcom Inc.

Technology
84
+ 0.99%
$159.67 - $250.0 $13.4K - $21K
8.58K $1.99M
VIG
Vanguard Dividend Appreciation

ETFs
2.79K
+ 643.65%
N/A
3.22K $586K
DAL
Delta Air Lines, Inc.

Industrials
6.88K
+ 5021.9%
$47.46 - $65.77 $327K - $452K
7.02K $424K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.06K
+ 7.98%
$442.29 - $483.08 $467K - $510K
14.3K $6.47M
NFLX
Netflix Inc

Communication Services
240
+ 60.0%
$687.65 - $936.56 $165K - $225K
640 $570K
VTI
Vanguard Total Stock Market Et

ETFs
789
+ 11.91%
$280.04 - $302.45 $221K - $239K
7.41K $2.15M
O
Realty Income Corp

Real Estate
4.71K
+ 812.24%
$51.76 - $64.71 $244K - $305K
5.29K $282K
VUG
Vanguard Growth ETF

ETFs
16
+ 0.19%
$378.79 - $428.11 $6.06K - $6.85K
8.34K $3.42M
GOOGL
Alphabet Inc.

Communication Services
161
+ 2.08%
$161.86 - $196.66 $26.1K - $31.7K
7.9K $1.5M
NVDA
Nvidia Corp

Technology
966
+ 16.58%
$117.0 - $148.88 $113K - $144K
6.79K $912K
SO
Southern CO

Utilities
2.28K
+ 421.85%
$81.5 - $94.15 $186K - $214K
2.82K $231K
NOW
Service Now, Inc.

Technology
145
+ 273.58%
$867.18 - $1148.42 $126K - $167K
198 $209K
VT
Vanguard Total World Stk Index

ETFs
1.09K
+ 1808.33%
$117.09 - $123.07 $127K - $134K
1.15K $134K
SPGI
S&P Global Inc.

Financial Services
330
+ 15.65%
$480.36 - $529.17 $159K - $175K
2.44K $1.21M
ABNB
Airbnb, Inc.

Consumer Cyclical
901
+ 9010.0%
$125.36 - $147.37 $113K - $133K
911 $119K
ISRG
Intuitive Surgical Inc

Healthcare
200
+ 77.52%
$471.27 - $550.62 $94.3K - $110K
458 $239K
QQQ
Invesco Qqq Trust, Series 1

ETFs
177
+ 17.66%
$481.22 - $538.17 $85.2K - $95.3K
1.18K $602K
INTU
Intuit Inc

Technology
168
+ 146.09%
$602.01 - $706.25 $101K - $119K
283 $177K
UBER
Uber Technologies, Inc

Technology
1.82K
+ 280.46%
$59.93 - $86.34 $109K - $157K
2.47K $149K
IYW
Ishares Dj Us Tech ETF

ETFs
506
+ 24.1%
$148.14 - $166.23 $75K - $84.1K
2.61K $415K
ADBE
Adobe Inc.

Technology
225
+ 222.77%
$437.39 - $552.96 $98.4K - $124K
326 $144K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
930
+ 8.6%
$113.92 - $127.38 $106K - $118K
11.7K $1.35M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
208
+ 416.0%
$260.53 - $404.79 $54.2K - $84.2K
258 $98K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.15K
+ 22.19%
$55.73 - $66.16 $64K - $76K
6.33K $381K
MSI
Motorola Solutions, Inc.

Technology
25
+ 0.5%
$449.08 - $504.6 $11.2K - $12.6K
5.06K $2.34M
TJX
Tjx Companies Inc

Consumer Cyclical
459
+ 17.87%
$112.15 - $127.2 $51.5K - $58.4K
3.03K $365K
IWR
Ishares Russell Mid Cap ETF

ETFs
650
+ 7.88%
$87.25 - $95.52 $56.7K - $62.1K
8.89K $786K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
136
+ 33.5%
$417.69 - $450.94 $56.8K - $61.3K
542 $230K
IVW
Ishares S&P 500 Growth ETF

ETFs
504
+ 61.92%
$94.43 - $105.47 $47.6K - $53.2K
1.32K $133K
VO
Vanguard Mid Cap ETF

ETFs
204
+ 4.0%
$261.5 - $284.63 $53.3K - $58.1K
5.3K $1.4M
META
Meta Platforms, Inc.

Communication Services
51
+ 4.91%
$554.08 - $632.68 $28.3K - $32.3K
1.09K $642K
COP
Conocophillips

Energy
415
+ 965.12%
$95.12 - $114.72 $39.5K - $47.6K
458 $45K
VDE
Vanguard Energy ETF

ETFs
387
+ 7.58%
$116.67 - $136.78 $45.2K - $52.9K
5.49K $666K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
622
+ 207.33%
$64.85 - $73.04 $40.3K - $45.4K
922 $60K
VV
Vanguard Large Cap ETF

ETFs
5
+ 0.09%
$260.27 - $280.65 $1.3K - $1.4K
5.74K $1.55M
BX
Blackstone Inc.

Financial Services
120
+ 18.46%
$148.45 - $199.05 $17.8K - $23.9K
770 $132K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
150
+ 125.0%
$172.07 - $207.36 $25.8K - $31.1K
270 $53K
DFAT
Dimensional ETF Tr U S Target

ETFs
567
+ 27.0%
$54.54 - $61.04 $30.9K - $34.6K
2.67K $148K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 5.47%
$873.59 - $994.69 $14.9K - $16.9K
328 $300K
BA
Boeing CO

Industrials
60
+ 11.95%
$138.14 - $180.72 $8.29K - $10.8K
562 $99K
CSX
Csx Corp

Industrials
720
+ 205.71%
$31.58 - $36.88 $22.7K - $26.6K
1.07K $34K
MFC
Manulife Financial Corp

Financial Services
548
+ 26.42%
$29.21 - $32.87 $16K - $18K
2.62K $80K
ICE
Intercontinental Exchange, Inc.

Financial Services
314
+ 12.62%
$148.29 - $166.93 $46.6K - $52.4K
2.8K $417K
AZN
Astrazeneca PLC

Healthcare
386
+ 57.53%
$63.2 - $79.58 $24.4K - $30.7K
1.06K $69K
CCL
Carnival Corp

Consumer Cyclical
500
+ 123.76%
$17.34 - $26.8 $8.67K - $13.4K
904 $22K
AMP
Ameriprise Financial Inc

Financial Services
26
+ 200.0%
$473.15 - $574.01 $12.3K - $14.9K
39 $20K
Activity Summary
Buys All Purchases 222 New Holdings 123 Increased Positions 99 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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