Center For Financial Planning, Inc. Incresed Positions in Q2 2025

Center For Financial Planning, Inc.

  • $869 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
131K
+ 1168.57%
$228.54 - $279.83 $29.9M - $36.7M
142K $39.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.8K
+ 0.72%
$456.74 - $568.03 $1.74M - $2.16M
535K $304M
VB
Vanguard Small Cap ETF

ETFs
107K
+ 69.16%
$193.73 - $237.37 $20.8M - $25.5M
262K $62.2M
IEFA
Ishares Tr

ETFs
7.38K
+ 0.68%
$67.83 - $84.09 $501K - $621K
1.1M $91.8M
MSFT
Microsoft Corp

Technology
121
+ 0.51%
$354.56 - $497.45 $42.9K - $60.2K
23.9K $11.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.45K
+ 0.61%
$39.89 - $49.46 $137K - $170K
565K $27.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.4K
+ 1.09%
$96.84 - $99.46 $1M - $1.03M
964K $95.7M
AVGO
Broadcom Inc.

Technology
477
+ 5.25%
$146.29 - $275.65 $69.8K - $131K
9.56K $2.64M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.5K
+ 178.6%
$48.13 - $49.85 $747K - $774K
24.2K $1.19M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.08K
+ 37.34%
$104.23 - $134.39 $425K - $548K
15K $2.02M
GOOG
Alphabet Inc.

Communication Services
375
+ 1.95%
$146.58 - $180.01 $55K - $67.5K
19.6K $3.48M
NVDA
Nvidia Corp

Technology
367
+ 4.55%
$94.31 - $157.99 $34.6K - $58K
8.43K $1.33M
ETN
Eaton Corp PLC

Industrials
100
+ 2.49%
$246.52 - $356.99 $24.7K - $35.7K
4.12K $1.47M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
9.94K
+ 57.23%
$25.96 - $30.99 $258K - $308K
27.3K $845K
FSIG
First Tr ETF Iv LTD Duration I
16.8K
+ 12.46%
$18.77 - $19.14 $316K - $322K
152K $2.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
33
+ 0.67%
$496.48 - $617.85 $16.4K - $20.4K
4.98K $3.08M
META
Meta Platforms, Inc.

Communication Services
154
+ 14.05%
$484.66 - $738.09 $74.6K - $114K
1.25K $922K
TSLA
Tesla, Inc.

Consumer Cyclical
210
+ 6.83%
$221.86 - $362.89 $46.6K - $76.2K
3.28K $1.04M
AMD
Advanced Micro Devices Inc

Technology
879
+ 28.11%
$78.21 - $143.81 $68.7K - $126K
4.01K $568K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
966
+ 1.96%
$51.16 - $62.02 $49.4K - $59.9K
50.4K $3.12M
COIN
Coinbase Global, Inc.

Technology
500
+ 189.39%
$151.47 - $375.07 $75.7K - $188K
764 $267K
MCK
Mckesson Corp

Healthcare
29
+ 0.89%
$652.83 - $732.78 $18.9K - $21.3K
3.28K $2.4M
GOOGL
Alphabet Inc.

Communication Services
374
+ 6.26%
$144.7 - $178.6 $54.1K - $66.8K
6.35K $1.12M
ORCL
Oracle Corp

Technology
144
+ 7.46%
$122.82 - $218.63 $17.7K - $31.5K
2.08K $453K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
852
+ 1.19%
$27.3 - $31.8 $23.3K - $27.1K
72.7K $2.31M
PM
Philip Morris International Inc.

Consumer Defensive
231
+ 4.04%
$149.23 - $184.95 $34.5K - $42.7K
5.95K $1.08M
IBM
International Business Machines Corp

Technology
95
+ 3.25%
$221.03 - $294.78 $21K - $28K
3.01K $888K
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 2.83%
$416.06 - $551.64 $17.9K - $23.7K
1.56K $860K
WMT
Walmart Inc.

Consumer Defensive
401
+ 3.68%
$81.79 - $99.98 $32.8K - $40.1K
11.3K $1.1M
DXCM
Dexcom Inc

Healthcare
1.24K
+ 71.85%
$59.83 - $87.57 $74.4K - $109K
2.97K $259K
ADI
Analog Devices Inc

Technology
318
+ 21.87%
$164.6 - $238.02 $52.3K - $75.7K
1.77K $421K
DAL
Delta Air Lines, Inc.

Industrials
1.3K
+ 11.83%
$35.88 - $52.99 $46.6K - $68.9K
12.3K $604K
MFC
Manulife Financial Corp

Financial Services
3.77K
+ 143.94%
$26.93 - $32.44 $102K - $122K
6.4K $204K
DTM
Dt Midstream, Inc.

Energy
881
+ 52.47%
$87.23 - $109.91 $76.8K - $96.8K
2.56K $281K
JCI
Johnson Controls International PLC

Industrials
87
+ 2.26%
$71.14 - $105.62 $6.19K - $9.19K
3.93K $415K
MPC
Marathon Petroleum Corp

Energy
135
+ 3.39%
$118.55 - $170.08 $16K - $23K
4.11K $683K
CMI
Cummins Inc

Industrials
232
+ 41.13%
$267.12 - $336.65 $62K - $78.1K
796 $260K
CRWD
Crowd Strike Holdings, Inc.

Technology
110
+ 67.07%
$321.63 - $509.31 $35.4K - $56K
274 $139K
APH
Amphenol Corp

Technology
23
+ 0.99%
$59.09 - $98.75 $1.36K - $2.27K
2.35K $232K
FANG
Diamondback Energy, Inc.

Energy
819
+ 56.52%
$119.25 - $161.49 $97.7K - $132K
2.27K $311K
FCX
Freeport Mcmoran Inc

Basic Materials
1.6K
+ 282.69%
$29.15 - $44.46 $46.6K - $71.1K
2.17K $93K
ABBV
Abb Vie Inc.

Healthcare
2.28K
+ 15.49%
$170.16 - $206.27 $388K - $471K
17K $3.16M
AMT
American Tower Corp

Real Estate
255
+ 5.91%
$203.96 - $228.19 $52K - $58.2K
4.57K $1.01M
IWR
Ishares Russell Mid Cap ETF

ETFs
100
+ 1.12%
$74.88 - $91.97 $7.49K - $9.2K
9K $827K
IRBO
Ishares Robotics & Artificial

ETFs
2.17K
+ 205.69%
N/A
3.22K $103K
AMAT
Applied Materials Inc

Technology
263
+ 46.06%
$126.95 - $183.52 $33.4K - $48.3K
834 $152K
SCHW
Schwab Charles Corp

Financial Services
750
+ 3750.0%
$69.06 - $91.24 $51.8K - $68.4K
770 $70K
LMT
Lockheed Martin Corp

Industrials
126
+ 20.16%
$430.82 - $486.45 $54.3K - $61.3K
751 $347K
OKE
Oneok Inc

Energy
993
+ 142.47%
$78.71 - $100.37 $78.2K - $99.7K
1.69K $137K
Activity Summary
Buys All Purchases 135 New Holdings 24 Increased Positions 111 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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