Center For Financial Planning, Inc. Incresed Positions in Q1 2025

Center For Financial Planning, Inc.

  • $781 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
348K
+ 57.33%
$95.85 - $99.25 $33.3M - $34.5M
954K $94.4M
IEFA
Ishares Tr

ETFs
25.2K
+ 2.37%
$69.57 - $78.65 $1.76M - $1.98M
1.09M $82.6M
VO
Vanguard Mid Cap ETF

ETFs
5.91K
+ 111.55%
$251.87 - $277.95 $1.49M - $1.64M
11.2K $2.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.99K
+ 1.26%
$42.5 - $46.71 $297K - $327K
561K $25.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 156.63%
$554.06 - $615.85 $746K - $830K
2.21K $1.24M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.12K
+ 10.51%
$48.31 - $49.23 $392K - $400K
85.4K $4.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.74K
+ 21.49%
$57.21 - $65.8 $500K - $575K
49.4K $2.88M
JNJ
Johnson & Johnson

Healthcare
107
+ 0.73%
$142.06 - $167.7 $15.2K - $17.9K
14.7K $2.44M
VTV
Vanguard Value ETF

ETFs
1.3K
+ 13.1%
$167.73 - $179.21 $218K - $233K
11.2K $1.94M
PM
Philip Morris International Inc.

Consumer Defensive
186
+ 3.36%
$117.15 - $158.79 $21.8K - $29.5K
5.71K $906K
VEA
Vanguard Ftse Developed Market

ETFs
2.55K
+ 14.2%
$47.4 - $52.99 $121K - $135K
20.5K $1.04M
VHT
Vanguard Health Care ETF

ETFs
588
+ 237.1%
$254.06 - $273.83 $149K - $161K
836 $221K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.15K
+ 4.84%
$45.92 - $47.58 $98.7K - $102K
46.6K $2.21M
APH
Amphenol Corp

Technology
2.25K
+ 2885.9%
$61.62 - $78.55 $139K - $177K
2.33K $152K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.5K
+ 21.31%
$102.49 - $119.96 $256K - $300K
14.2K $1.49M
VIG
Vanguard Dividend Appreciation

ETFs
722
+ 22.42%
N/A
3.94K $718K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
885
+ 8.82%
$110.75 - $119.78 $98K - $106K
10.9K $1.26M
VZ
Verizon Communications Inc

Communication Services
1.4K
+ 15.8%
$37.81 - $46.49 $52.8K - $64.9K
10.2K $464K
QQQ
Invesco Qqq Trust, Series 1

ETFs
338
+ 28.67%
$468.34 - $539.52 $158K - $182K
1.52K $711K
UNH
Unitedhealth Group Inc

Healthcare
152
+ 13.44%
$461.52 - $548.18 $70.2K - $83.3K
1.28K $671K
CME
Cme Group Inc.

Financial Services
144
+ 7.86%
$225.82 - $266.54 $32.5K - $38.4K
1.98K $523K
NSC
Norfolk Southern Corp

Industrials
403
+ 959.52%
$227.69 - $259.76 $91.8K - $105K
445 $105K
TMO
Thermo Fisher Scientific Inc.

Healthcare
350
+ 9.64%
$497.6 - $606.74 $174K - $212K
3.98K $1.98M
CB
Chubb LTD

Financial Services
134
+ 7.38%
$257.71 - $301.99 $34.5K - $40.5K
1.95K $588K
UNP
Union Pacific Corp

Industrials
206
+ 4.4%
$225.21 - $254.42 $46.4K - $52.4K
4.89K $1.15M
SYK
Stryker Corp

Healthcare
63
+ 1.26%
$355.18 - $399.9 $22.4K - $25.2K
5.05K $1.88M
DRI
Darden Restaurants Inc

Consumer Cyclical
195
+ 10.0%
$180.02 - $208.56 $35.1K - $40.7K
2.15K $445K
MDT
Medtronic PLC

Healthcare
365
+ 8.13%
$79.84 - $94.5 $29.1K - $34.5K
4.86K $436K
V
Visa Inc.

Financial Services
20
+ 0.98%
$306.92 - $362.71 $6.14K - $7.25K
2.05K $719K
O
Realty Income Corp

Real Estate
848
+ 16.03%
$51.67 - $58.49 $43.8K - $49.6K
6.14K $356K
LMT
Lockheed Martin Corp

Industrials
182
+ 41.08%
$423.19 - $506.29 $77K - $92.1K
625 $279K
DAL
Delta Air Lines, Inc.

Industrials
3.98K
+ 56.65%
$43.6 - $69.06 $173K - $275K
11K $479K
IEMG
Ishares Inc

ETFs
966
+ 97.58%
N/A
1.96K $104K
ADP
Automatic Data Processing Inc

Industrials
150
+ 73.17%
$286.85 - $318.64 $43K - $47.8K
355 $108K
ALL
Allstate Corp

Financial Services
110
+ 6.57%
$180.99 - $210.18 $19.9K - $23.1K
1.78K $369K
APD
Air Products & Chemicals, Inc.

Basic Materials
131
+ 7.53%
$283.24 - $338.07 $37.1K - $44.3K
1.87K $551K
BNDX
Vanguard Total International B

ETFs
858
+ 140.66%
$48.33 - $49.5 $41.5K - $42.5K
1.47K $71K
WMT
Walmart Inc.

Consumer Defensive
771
+ 7.62%
$84.5 - $105.05 $65.1K - $81K
10.9K $955K
COP
Conocophillips

Energy
359
+ 78.38%
$88.6 - $105.85 $31.8K - $38K
817 $85K
SQ
Block, Inc.

Technology
730
+ 858.82%
$54.04 - $92.95 $39.4K - $67.9K
815 $46K
PEG
Public Service Enterprise Group Inc

Utilities
568
+ 13.77%
$78.2 - $90.39 $44.4K - $51.3K
4.69K $386K
CMCSA
Comcast Corp

Communication Services
1.19K
+ 12.85%
$33.19 - $38.23 $39.4K - $45.4K
10.4K $384K
MAR
Marriott International Inc

Consumer Cyclical
164
+ 468.57%
$237.01 - $304.45 $38.9K - $49.9K
199 $47K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
381
+ 762.0%
$87.68 - $94.52 $33.4K - $36K
431 $40K
AMAT
Applied Materials Inc

Technology
275
+ 92.91%
$145.06 - $195.51 $39.9K - $53.8K
571 $82K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
423
+ 37.11%
$76.94 - $78.28 $32.5K - $33.1K
1.56K $122K
NEE
Nextera Energy Inc

Utilities
870
+ 2.55%
$66.96 - $76.16 $58.3K - $66.3K
35K $2.48M
DDOG
Datadog, Inc.

Technology
345
+ 1189.66%
$98.68 - $151.89 $34K - $52.4K
374 $37K
ADI
Analog Devices Inc

Technology
230
+ 18.79%
$201.56 - $243.82 $46.4K - $56.1K
1.45K $293K
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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