Center For Financial Planning, Inc. Incresed Positions in Q3 2025

Center For Financial Planning, Inc.

  • $932 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.37K
+ 0.63%
$567.77 - $614.76 $1.92M - $2.07M
538K $329M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
34.6K
+ 3.58%
$97.75 - $100.75 $3.38M - $3.48M
999K $100M
VO
Vanguard Mid Cap ETF

ETFs
6.51K
+ 4.58%
$279.83 - $293.74 $1.82M - $1.91M
149K $43.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.46K
+ 0.26%
$49.43 - $54.52 $72.3K - $79.8K
566K $30.7M
AAPL
Apple Inc.

Technology
4.1K
+ 14.6%
$202.38 - $256.87 $829K - $1.05M
32.2K $8.19M
ABBV
Abb Vie Inc.

Healthcare
1.12K
+ 6.56%
$184.85 - $231.54 $206K - $258K
18.1K $4.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.44K
+ 29.57%
$133.48 - $144.38 $592K - $640K
19.4K $2.77M
JNJ
Johnson & Johnson

Healthcare
1K
+ 6.81%
$155.17 - $185.42 $155K - $186K
15.7K $2.91M
AVGO
Broadcom Inc.

Technology
359
+ 3.75%
$264.74 - $369.57 $95K - $133K
9.92K $3.27M
JPM
Jpmorgan Chase & CO

Financial Services
260
+ 1.53%
$282.78 - $316.06 $73.5K - $82.2K
17.3K $5.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
320
+ 2.28%
$459.11 - $506.91 $147K - $162K
14.4K $7.22M
VUG
Vanguard Growth ETF

ETFs
49
+ 0.55%
$433.97 - $484.08 $21.3K - $23.7K
8.9K $4.27M
NEE
Nextera Energy Inc

Utilities
1.09K
+ 3.13%
$69.77 - $77.54 $76.3K - $84.8K
36K $2.72M
NVDA
Nvidia Corp

Technology
281
+ 3.33%
$153.3 - $186.58 $43.1K - $52.4K
8.71K $1.63M
PEP
Pepsico Inc

Consumer Defensive
1.23K
+ 10.05%
$133.81 - $152.16 $164K - $187K
13.4K $1.89M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.61K
+ 6.34%
$31.79 - $33.42 $147K - $154K
77.3K $2.58M
FSIG
First Tr ETF Iv LTD Duration I
12.2K
+ 8.04%
$19.03 - $19.33 $232K - $236K
164K $3.15M
WMT
Walmart Inc.

Consumer Defensive
1.82K
+ 16.09%
$94.4 - $104.27 $171K - $189K
13.1K $1.35M
HD
Home Depot, Inc.

Consumer Cyclical
134
+ 2.76%
$357.4 - $423.42 $47.9K - $56.7K
4.99K $2.02M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.05K
+ 6.22%
$49.05 - $49.99 $198K - $202K
69K $3.44M
VHT
Vanguard Health Care ETF

ETFs
867
+ 111.44%
$239.12 - $259.95 $207K - $225K
1.65K $427K
AMZN
Amazon Com Inc

Consumer Cyclical
985
+ 4.04%
$211.65 - $238.24 $208K - $235K
25.4K $5.57M
VTI
Vanguard Total Stock Market Et

ETFs
96
+ 1.27%
$303.93 - $329.86 $29.2K - $31.7K
7.68K $2.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
224
+ 14.36%
$546.99 - $602.2 $123K - $135K
1.78K $1.07M
XOM
Exxon Mobil Corp

Energy
1.03K
+ 7.11%
$105.83 - $117.22 $109K - $120K
15.5K $1.74M
ADI
Analog Devices Inc

Technology
665
+ 37.53%
$220.68 - $255.63 $147K - $170K
2.44K $598K
AMGN
Amgen Inc

Healthcare
599
+ 79.87%
$271.18 - $309.22 $162K - $185K
1.35K $380K
VTV
Vanguard Value ETF

ETFs
280
+ 2.5%
$175.51 - $186.57 $49.1K - $52.2K
11.5K $2.14M
MPC
Marathon Petroleum Corp

Energy
256
+ 6.22%
$158.59 - $198.69 $40.6K - $50.9K
4.37K $842K
AJG
Arthur J. Gallagher & Co.

Financial Services
516
+ 96.45%
$284.17 - $319.49 $147K - $165K
1.05K $325K
MCD
Mcdonalds Corp

Consumer Cyclical
302
+ 6.08%
$291.67 - $316.99 $88.1K - $95.7K
5.27K $1.6M
ETN
Eaton Corp PLC

Industrials
200
+ 4.86%
$342.99 - $392.76 $68.6K - $78.6K
4.32K $1.61M
VIG
Vanguard Dividend Appreciation

ETFs
759
+ 18.79%
N/A
4.8K $874K
VV
Vanguard Large Cap ETF

ETFs
28
+ 0.49%
$285.05 - $309.14 $7.98K - $8.66K
5.77K $1.78M
UNH
Unitedhealth Group Inc

Healthcare
230
+ 19.48%
$237.77 - $353.61 $54.7K - $81.3K
1.41K $487K
YUM
Yum Brands Inc

Consumer Cyclical
655
+ 36.35%
$139.5 - $153.94 $91.4K - $101K
2.46K $373K
CMI
Cummins Inc

Industrials
64
+ 8.04%
$327.85 - $426.39 $21K - $27.3K
860 $363K
MRK
Merck & Co., Inc.

Healthcare
343
+ 2.94%
$77.6 - $87.37 $26.6K - $30K
12K $1.01M
VPU
Vanguard Utilities ETF

ETFs
408
+ 108.8%
$175.25 - $189.41 $71.5K - $77.3K
783 $148K
GLD
Spdr Gold Trust

ETFs
130
+ 19.94%
$300.96 - $355.47 $39.1K - $46.2K
782 $277K
CME
Cme Group Inc.

Financial Services
317
+ 16.39%
$258.83 - $287.1 $82K - $91K
2.25K $608K
MDT
Medtronic PLC

Healthcare
348
+ 7.15%
$87.67 - $95.74 $30.5K - $33.3K
5.21K $496K
VEU
Vanguard Ftse All World Ex Us

ETFs
968
+ 102.87%
$66.38 - $71.68 $64.3K - $69.4K
1.91K $136K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
404
+ 25.95%
$132.9 - $142.03 $53.7K - $57.4K
1.96K $276K
CDNS
Cadence Design Systems Inc

Technology
158
+ 48.62%
$309.46 - $373.37 $48.9K - $59K
483 $169K
F
Ford Motor CO

Consumer Cyclical
514
+ 0.94%
$10.82 - $12.09 $5.56K - $6.21K
55.4K $662K
VZ
Verizon Communications Inc

Communication Services
1.36K
+ 13.99%
$40.84 - $45.06 $55.3K - $61.1K
11K $485K
VXF
Vanguard Extended Market ETF

ETFs
296
+ 242.62%
$193.58 - $213.07 $57.3K - $63.1K
418 $87K
DD
Du Pont De Nemours, Inc.

Basic Materials
675
+ 79.13%
$69.9 - $78.26 $47.2K - $52.8K
1.53K $119K
Activity Summary
Buys All Purchases 152 New Holdings 56 Increased Positions 96 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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