Center For Financial Planning, Inc. New Holdings in Q4 2024

Center For Financial Planning, Inc.

  • $748 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
77.2K
New
$48.48 - $49.47 $3.74M - $3.82M
77.2K $3.76M
FSIG
First Tr ETF Iv LTD Duration I
135K
New
$18.8 - $19.23 $2.54M - $2.6M
135K $2.55M
GLD
Spdr Gold Trust

ETFs
652
New
$236.59 - $257.5 $154K - $168K
652 $157K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.16K
New
$124.26 - $134.12 $144K - $156K
1.16K $149K
ASML
Asml Holding Nv

Technology
173
New
$658.43 - $872.27 $114K - $151K
173 $119K
MSCI
Msci Inc.

Financial Services
145
New
$569.09 - $635.99 $82.5K - $92.2K
145 $87K
TTD
Trade Desk, Inc.

Technology
659
New
$108.7 - $139.51 $71.6K - $91.9K
659 $77K
CPRT
Copart Inc

Consumer Cyclical
1.36K
New
$51.36 - $63.8 $69.8K - $86.7K
1.36K $77K
SNPS
Synopsys Inc

Technology
136
New
$485.36 - $588.0 $66K - $80K
136 $66K
CDNS
Cadence Design Systems Inc

Technology
195
New
$249.1 - $324.54 $48.6K - $63.3K
195 $58K
SPMD
Spdr Portfolio

ETFs
481
New
$54.13 - $59.56 $26K - $28.6K
481 $26K
SAP
Sap Se

Technology
98
New
$218.13 - $255.54 $21.4K - $25K
98 $24K
NKE
Nike, Inc.

Consumer Cyclical
240
New
$73.36 - $89.13 $17.6K - $21.4K
240 $18K
SOXX
Ishares Semiconductor ETF

ETFs
61
New
$211.27 - $239.8 $12.9K - $14.6K
61 $13K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
56
New
$238.25 - $261.28 $13.3K - $14.6K
56 $13K
AME
Ametek Inc

Industrials
71
New
$165.89 - $197.38 $11.8K - $14K
71 $12K
IBN
Icici Bank LTD

Financial Services
371
New
$28.69 - $31.9 $10.6K - $11.8K
371 $11K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
173
New
$63.19 - $73.31 $10.9K - $12.7K
173 $11K
SONY
Sony Group Corp

Technology
510
New
$17.53 - $96.8 $8.94K - $49.4K
510 $10K
MAR
Marriott International Inc

Consumer Cyclical
35
New
$246.06 - $292.59 $8.61K - $10.2K
35 $9K
NSC
Norfolk Southern Corp

Industrials
42
New
$230.6 - $277.0 $9.69K - $11.6K
42 $9K
PLD
Prologis, Inc.

Real Estate
88
New
$101.4 - $126.96 $8.92K - $11.2K
88 $9K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7
New
$1146.59 - $1270.6 $8.03K - $8.89K
7 $8K
AVY
Avery Dennison Corp

Industrials
45
New
$186.26 - $220.48 $8.38K - $9.92K
45 $8K
HSBC
Hsbc Holdings PLC

Financial Services
163
New
$43.83 - $49.51 $7.14K - $8.07K
163 $8K
SHEL
Shell PLC

Energy
112
New
$60.63 - $70.23 $6.79K - $7.87K
112 $7K
EXPE
Expedia Group, Inc.

Consumer Cyclical
39
New
$146.47 - $191.01 $5.71K - $7.45K
39 $7K
GTLS
Chart Industries Inc

Industrials
37
New
$119.65 - $202.35 $4.43K - $7.49K
37 $7K
HLN
Haleon PLC

Healthcare
732
New
$9.23 - $10.71 $6.76K - $7.84K
732 $6K
UL
Unilever PLC

Consumer Defensive
113
New
$56.7 - $64.64 $6.41K - $7.3K
113 $6K
APH
Amphenol Corp

Technology
78
New
$62.07 - $75.35 $4.84K - $5.88K
78 $5K
FTI
Technip Fmc PLC

Energy
189
New
$25.16 - $31.95 $4.76K - $6.04K
189 $5K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
564
New
$9.25 - $10.62 $5.22K - $5.99K
564 $5K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
124
New
$34.13 - $37.35 $4.23K - $4.63K
124 $4K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
63
New
$55.05 - $80.66 $3.47K - $5.08K
63 $4K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
323
New
$12.27 - $15.41 $3.96K - $4.98K
323 $4K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
50
New
$88.59 - $94.57 $4.43K - $4.73K
50 $4K
MELI
Mercadolibre Inc

Consumer Cyclical
2
New
$1666.0 - $2117.3 $3.33K - $4.23K
2 $3K
CRS
Carpenter Technology Corp

Industrials
15
New
$149.5 - $196.14 $2.24K - $2.94K
15 $2K
FSS
Federal Signal Corp

Industrials
23
New
$81.56 - $99.7 $1.88K - $2.29K
23 $2K
ATI
Allegheny Technologies Inc

Industrials
37
New
$52.71 - $65.96 $1.95K - $2.44K
37 $2K
SPSC
Sps Commerce Inc

Technology
12
New
$165.0 - $198.81 $1.98K - $2.39K
12 $2K
GKOS
Glaukos Corp

Healthcare
14
New
$126.42 - $152.67 $1.77K - $2.14K
14 $2K
BCS
Barclays PLC

Financial Services
225
New
$11.65 - $13.67 $2.62K - $3.08K
225 $2K
IDCC
Inter Digital, Inc.

Communication Services
13
New
$142.61 - $200.59 $1.85K - $2.61K
13 $2K
FIX
Comfort Systems Usa Inc

Industrials
5
New
$370.68 - $504.12 $1.85K - $2.52K
5 $2K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
152
New
$16.2 - $17.97 $2.46K - $2.73K
152 $2K
MFG
Mizuho Financial Group Inc

Financial Services
600
New
$4.05 - $5.26 $2.43K - $3.16K
600 $2K
MLI
Mueller Industries Inc

Industrials
36
New
$71.2 - $95.34 $2.56K - $3.43K
36 $2K
Activity Summary
Buys All Purchases 222 New Holdings 123 Increased Positions 99 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email