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
JCI
Johnson Controls International PLC

Industrials
335
+ 9.54%
$76.12 - $90.6 $25.5K - $30.4K
3.85K $308K
LHX
L3 Harris Technologies, Inc.

Industrials
155
+ 9.89%
$194.65 - $222.86 $30.2K - $34.5K
1.72K $360K
ASML
Asml Holding Nv

Technology
49
+ 28.32%
$662.63 - $776.99 $32.5K - $38.1K
222 $147K
SNPS
Synopsys Inc

Technology
80
+ 58.82%
$428.58 - $551.54 $34.3K - $44.1K
216 $92K
STE
Steris PLC

Healthcare
20
+ 2.07%
$202.46 - $232.74 $4.05K - $4.65K
987 $223K
CDNS
Cadence Design Systems Inc

Technology
130
+ 66.67%
$233.96 - $324.52 $30.4K - $42.2K
325 $82K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.71K
+ 27.03%
$47.79 - $59.89 $81.7K - $102K
8.04K $403K
RGEN
Repligen Corp

Healthcare
193
+ 110.29%
$127.24 - $174.24 $24.6K - $33.6K
368 $46K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
275
+ 237.07%
$77.7 - $78.94 $21.4K - $21.7K
391 $30K
CWB
Spdr Bloomberg Convertible Sec

ETFs
264
+ 1320.0%
$75.99 - $81.58 $20.1K - $21.5K
284 $21K
FCX
Freeport Mcmoran Inc

Basic Materials
480
+ 558.14%
$34.5 - $43.01 $16.6K - $20.6K
566 $21K
ITT
Itt Inc.

Industrials
133
+ 1662.5%
$128.71 - $153.88 $17.1K - $20.5K
141 $18K
FIS
Fidelity National Information Services, Inc.

Technology
543
+ 14.46%
$68.12 - $83.42 $37K - $45.3K
4.3K $320K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.83%
$890.62 - $1076.86 $5.34K - $6.46K
334 $315K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
140
+ 54.26%
$283.06 - $421.16 $39.6K - $59K
398 $112K
GM
General Motors CO

Consumer Cyclical
280
+ 325.58%
$45.22 - $54.92 $12.7K - $15.4K
366 $17K
VOT
Vanguard Mid Cap Growth Index

ETFs
48
+ 120.0%
$237.72 - $276.98 $11.4K - $13.3K
88 $21K
XYL
Xylem Inc.

Industrials
91
+ 52.0%
$114.02 - $132.04 $10.4K - $12K
266 $31K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
+ 17.01%
$80.53 - $147.57 $2.01K - $3.69K
172 $22K
FANG
Diamondback Energy, Inc.

Energy
87
+ 6.39%
$139.9 - $180.18 $12.2K - $15.7K
1.45K $231K
TJX
Tjx Companies Inc

Consumer Cyclical
29
+ 0.96%
$112.81 - $126.16 $3.27K - $3.66K
3.06K $372K
SHOP
Shopify Inc.

Technology
65
+ 1300.0%
$90.59 - $129.31 $5.89K - $8.41K
70 $6K
AAL
American Airlines Group Inc.

Industrials
500
+ 1666.67%
N/A
530 $5K
NIO
Nio Inc.

Consumer Cyclical
1K
+ 444.44%
$3.75 - $5.22 $3.75K - $5.22K
1.23K $4K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.73%
$75.32 - $84.77 $301 - $339
549 $44K
KEYS
Keysight Technologies, Inc.

Technology
25
+ 25.51%
$148.16 - $185.11 $3.7K - $4.63K
123 $18K
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
78
+ 3.68%
$5.61 - $6.74 $438 - $526
2.2K $14K
FISV
Fiserv Inc

Technology
18
+ 0.78%
N/A
2.32K $289K
C
Citigroup Inc

Financial Services
7
+ 19.44%
$67.23 - $84.63 $471 - $592
43 $3K
IWS
Ishares Russell Midcap Value E

ETFs
17
+ 14.66%
$122.59 - $135.24 $2.08K - $2.3K
133 $16K
CORP
Pimco Investment Grade Corp Bd

ETFs
2
+ 1.38%
$93.89 - $97.32 $188 - $195
147 $14K
Ge Vernova Inc
84
+ 35.59%
N/A
320 $0
Ramaco Res Inc
7
+ 116.67%
N/A
13 $0
ETF Ser Solutions
98
+ 158.06%
N/A
160 $0
IRBO
Ishares Robotics & Artificial

ETFs
25
+ 2.43%
N/A
1.05K $33K
EW
Edwards Lifesciences Corp

Healthcare
54
+ 1.4%
$67.95 - $76.19 $3.67K - $4.11K
3.9K $282K
ORCL
Oracle Corp

Technology
275
+ 16.61%
$139.81 - $186.47 $38.4K - $51.3K
1.93K $269K
HAL
Halliburton CO

Energy
150
+ 2.61%
$24.15 - $29.9 $3.62K - $4.49K
5.89K $149K
ALTG
Alta Equipment Group Inc.

Industrials
603
+ 11.36%
$4.59 - $7.65 $2.77K - $4.61K
5.91K $27K
EL
Estee Lauder Companies Inc

Consumer Defensive
31
+ 2.48%
$64.26 - $85.48 $1.99K - $2.65K
1.28K $84K
BBY
Best Buy CO Inc

Consumer Cyclical
379
+ 12.35%
$70.3 - $91.1 $26.6K - $34.5K
3.45K $253K
IWY
Ishares Tr Russell 200 Growth

ETFs
17
+ 2.79%
$210.19 - $243.33 $3.57K - $4.14K
626 $132K
OMC
Omnicom Group Inc.

Communication Services
197
+ 2.2%
$79.43 - $88.34 $15.6K - $17.4K
9.17K $760K
META
Meta Platforms, Inc.

Communication Services
7
+ 0.64%
$576.36 - $736.67 $4.03K - $5.16K
1.1K $631K
IQV
Iqvia Holdings Inc.

Healthcare
22
+ 1.36%
$176.3 - $209.96 $3.88K - $4.62K
1.63K $288K
IWR
Ishares Russell Mid Cap ETF

ETFs
8
+ 0.09%
$82.81 - $92.93 $662 - $743
8.9K $757K
NXPI
Nxp Semiconductors N.V.

Technology
22
+ 1.11%
$189.99 - $245.86 $4.18K - $5.41K
2K $379K
USB
Us Bancorp \De\

Financial Services
464
+ 5.14%
$40.92 - $50.9 $19K - $23.6K
9.49K $400K
DHR
Danaher Corp

Healthcare
219
+ 6.87%
$201.62 - $250.59 $44.2K - $54.9K
3.41K $698K
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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