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
USB
Us Bancorp \De\

Financial Services
860
+ 9.06%
$36.4 - $45.76 $31.3K - $39.4K
10.4K $468K
TJX
Tjx Companies Inc

Consumer Cyclical
470
+ 15.38%
$119.13 - $135.03 $56K - $63.5K
3.53K $435K
ALGN
Align Technology Inc

Healthcare
295
+ 133.48%
$144.32 - $190.42 $42.6K - $56.2K
516 $97K
PYPL
Pay Pal Holdings, Inc.

Financial Services
698
+ 73.71%
$57.41 - $74.81 $40.1K - $52.2K
1.65K $122K
DRI
Darden Restaurants Inc

Consumer Cyclical
161
+ 7.51%
$186.58 - $225.78 $30K - $36.4K
2.31K $502K
ALL
Allstate Corp

Financial Services
325
+ 18.22%
$180.53 - $212.64 $58.7K - $69.1K
2.11K $424K
ASML
Asml Holding Nv

Technology
23
+ 10.36%
$595.37 - $815.24 $13.7K - $18.8K
245 $196K
SQ
Block, Inc.

Technology
817
+ 100.25%
N/A
1.63K $93K
NVO
Novo Nordisk A S

Healthcare
644
+ 378.82%
$58.08 - $81.05 $37.4K - $52.2K
814 $56K
IWV
Ishares Russell 3000 ETF

ETFs
120
+ 214.29%
$281.67 - $351.0 $33.8K - $42.1K
176 $61K
PRF
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.01%
$35.77 - $42.27 $107 - $127
20.4K $864K
FIS
Fidelity National Information Services, Inc.

Technology
101
+ 2.35%
$68.14 - $82.13 $6.88K - $8.3K
4.4K $358K
DDOG
Datadog, Inc.

Technology
157
+ 41.98%
$87.0 - $134.33 $13.7K - $21.1K
531 $71K
COP
Conocophillips

Energy
516
+ 63.16%
$82.66 - $106.1 $42.7K - $54.7K
1.33K $119K
PEG
Public Service Enterprise Group Inc

Utilities
288
+ 6.14%
$77.13 - $84.18 $22.2K - $24.2K
4.98K $419K
BAC
Bank Of America Corp

Financial Services
100
+ 2.07%
$34.39 - $47.46 $3.44K - $4.75K
4.94K $233K
O
Realty Income Corp

Real Estate
590
+ 9.61%
$52.27 - $58.52 $30.8K - $34.5K
6.73K $387K
DE
Deere & CO

Industrials
61
+ 406.67%
$412.99 - $531.48 $25.2K - $32.4K
76 $38K
QBTS
D Wave Quantum Inc.

Technology
695
+ 23.56%
$6.22 - $19.04 $4.32K - $13.2K
3.65K $53K
RGTI
Rigetti Computing, Inc.

Technology
1.35K
+ 35.47%
$7.5 - $14.29 $10.1K - $19.2K
5.14K $60K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 18.52%
$141.37 - $228.57 $7.07K - $11.4K
320 $72K
ILMN
Illumina, Inc.

Healthcare
175
+ 42.37%
$70.3 - $95.41 $12.3K - $16.7K
588 $56K
LVS
Las Vegas Sands Corp

Consumer Cyclical
343
+ 31.27%
$30.7 - $44.12 $10.5K - $15.1K
1.44K $62K
AOR
Ishares Tr Core Growth Allocat

ETFs
79
+ 2.34%
$53.36 - $61.57 $4.22K - $4.86K
3.45K $212K
BBY
Best Buy CO Inc

Consumer Cyclical
603
+ 17.49%
$56.17 - $75.73 $33.9K - $45.7K
4.05K $271K
DVN
Devon Energy Corp

Energy
746
+ 67.21%
$26.8 - $37.92 $20K - $28.3K
1.86K $59K
VIG
Vanguard Dividend Appreciation

ETFs
98
+ 2.49%
N/A
4.04K $735K
SYF
Synchrony Financial

Financial Services
1
+ 0.09%
$43.81 - $66.74 $43.8 - $66.7
1.1K $73K
RGEN
Repligen Corp

Healthcare
126
+ 34.24%
$108.89 - $145.23 $13.7K - $18.3K
494 $61K
BAX
Baxter International Inc

Healthcare
473
+ 68.45%
$27.8 - $34.02 $13.1K - $16.1K
1.16K $35K
MO
Altria Group, Inc.

Consumer Defensive
335
+ 6.08%
$55.56 - $60.91 $18.6K - $20.4K
5.84K $342K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
212
+ 48.4%
$30.96 - $40.6 $6.56K - $8.61K
650 $26K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.48%
$335.24 - $380.78 $7.71K - $8.76K
4.86K $1.78M
MET
Metlife Inc

Financial Services
100
+ 16.75%
$68.42 - $82.49 $6.84K - $8.25K
697 $56K
CVS
Cvs Health Corp

Healthcare
100
+ 8.06%
$60.04 - $70.18 $6K - $7.02K
1.34K $92K
C
Citigroup Inc

Financial Services
93
+ 216.28%
$58.13 - $85.12 $5.41K - $7.92K
136 $11K
EEM
Ishares Msci Emerging Markets

ETFs
3
+ 0.45%
$38.52 - $48.28 $116 - $145
666 $32K
CMCSA
Comcast Corp

Communication Services
465
+ 4.46%
$32.84 - $36.72 $15.3K - $17.1K
10.9K $388K
KD
Kyndryl Holdings, Inc.

Technology
16
+ 7.44%
$27.77 - $41.96 $444 - $671
231 $9K
NIO
Nio Inc.

Consumer Cyclical
750
+ 61.22%
$3.14 - $4.31 $2.36K - $3.23K
1.98K $6K
BB
Blackberry LTD

Technology
500
+ 6250.0%
$2.87 - $4.87 $1.44K - $2.44K
508 $2K
Ramaco Res Inc
4
+ 30.77%
N/A
17 $0
Arista Networks Inc
1K
+ 34.48%
N/A
3.9K $0
Ge Vernova Inc
601
+ 187.81%
N/A
921 $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
6
+ 0.95%
$72.02 - $73.82 $432 - $443
637 $46K
Celestica Inc
187
+ 49.21%
N/A
567 $0
Venture Global Inc
2.18K
+ 60.18%
N/A
5.79K $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
98
+ 1400.0%
$87.84 - $1441.89 $8.61K - $141K
105 $9K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
42
+ 10.55%
$225.56 - $335.19 $9.47K - $14.1K
440 $104K
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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