Center For Financial Planning, Inc. New Holdings in Q3 2025

Center For Financial Planning, Inc.

  • $932 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
21.9K
New
$26.52 - $27.64 $580K - $604K
21.9K $604K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
19K
New
$29.46 - $31.08 $558K - $589K
19K $588K
MFM
Mfs Municipal Income Trust

Financial Services
30K
New
$5.04 - $5.38 $151K - $161K
30K $160K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
14.1K
New
$8.46 - $9.02 $119K - $127K
14.1K $126K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
6K
New
$16.02 - $16.74 $96.1K - $100K
6K $99K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
202
New
$393.18 - $439.39 $79.4K - $88.8K
202 $87K
UNM
Unum Group

Financial Services
1.04K
New
$68.55 - $82.12 $71.6K - $85.7K
1.04K $81K
RSP
Invesco S&P 500 Equal Weight E

ETFs
285
New
$181.56 - $190.33 $51.7K - $54.2K
285 $54K
GL
Globe Life Inc.

Financial Services
354
New
$117.6 - $146.55 $41.6K - $51.9K
354 $50K
SBAC
Sba Communications Corp

Real Estate
257
New
$191.35 - $239.35 $49.2K - $61.5K
257 $49K
FBK
Fb Financial Corp

Financial Services
800
New
$46.72 - $56.0 $37.4K - $44.8K
800 $44K
TLT
Ishares Barclays 20+ Year Trea

ETFs
500
New
$85.01 - $90.35 $42.5K - $45.2K
500 $44K
XAR
Spdr S&P Aerospace & Defense E

ETFs
191
New
$205.52 - $234.96 $39.3K - $44.9K
191 $44K
RDVY
First Trust Rising Dividend Ac

ETFs
623
New
$62.38 - $67.29 $38.9K - $41.9K
623 $41K
CXH
Mfs Investment Grade Municipal Trust

Financial Services
4.59K
New
$7.35 - $7.92 $33.7K - $36.3K
4.59K $36K
AVLV
American Centy ETF Tr Avantis
508
New
$68.33 - $72.69 $34.7K - $36.9K
508 $36K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
287
New
$118.33 - $128.54 $34K - $36.9K
287 $36K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
469
New
$72.65 - $78.68 $34.1K - $36.9K
469 $36K
IVE
Ishares S&P 500 Value ETF

ETFs
157
New
$194.44 - $206.51 $30.5K - $32.4K
157 $32K
KMX
Carmax Inc

Consumer Cyclical
700
New
$44.86 - $71.57 $31.4K - $50.1K
700 $31K
CLX
Clorox CO

Consumer Defensive
200
New
$117.67 - $131.43 $23.5K - $26.3K
200 $24K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
489
New
$45.26 - $46.63 $22.1K - $22.8K
489 $22K
ADMA
Adma Biologics, Inc.

Healthcare
1.5K
New
$14.66 - $19.91 $22K - $29.9K
1.5K $21K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
2K
New
$10.4 - $11.07 $20.8K - $22.1K
2K $21K
GPC
Genuine Parts CO

Consumer Cyclical
150
New
$122.23 - $142.77 $18.3K - $21.4K
150 $20K
IWP
Ishares Russell Mid Cap Growth

ETFs
127
New
$137.51 - $145.26 $17.5K - $18.4K
127 $18K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
482
New
$35.42 - $38.65 $17.1K - $18.6K
482 $18K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
322
New
$53.93 - $57.58 $17.4K - $18.5K
322 $18K
GDRX
Good Rx Holdings, Inc.

Healthcare
4K
New
$3.47 - $5.12 $13.9K - $20.5K
4K $16K
PSTG
Pure Storage, Inc.

Technology
170
New
$54.47 - $88.29 $9.26K - $15K
170 $14K
AVSC
American Centy ETF Tr Avantis
240
New
$51.33 - $58.63 $12.3K - $14.1K
240 $13K
UA
Under Armour Inc Cl C

Consumer Cyclical
2K
New
$4.66 - $6.93 $9.32K - $13.9K
2K $9K
GD
General Dynamics Corp

Industrials
29
New
$293.92 - $341.0 $8.52K - $9.89K
29 $9K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
102
New
$82.81 - $93.09 $8.45K - $9.5K
102 $9K
HOOD
Robinhood Markets, Inc.

Technology
50
New
$91.27 - $143.18 $4.56K - $7.16K
50 $7K
MDU
Mdu Resources Group Inc

Industrials
384
New
$15.85 - $17.81 $6.09K - $6.84K
384 $6K
TU
Telus Corp

Communication Services
404
New
$15.6 - $16.63 $6.3K - $6.72K
404 $6K
WSBC
Wesbanco Inc

Financial Services
165
New
$29.44 - $33.7 $4.86K - $5.56K
165 $5K
KEY
Keycorp

Financial Services
307
New
$17.37 - $19.39 $5.33K - $5.95K
307 $5K
VTWO
Vanguard Russell 2000 ETF

ETFs
25
New
$86.92 - $99.32 $2.17K - $2.48K
25 $2K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
41
New
$48.04 - $60.86 $1.97K - $2.5K
41 $2K
QS
Quantum Scape Corp

Consumer Cyclical
219
New
$6.36 - $14.64 $1.39K - $3.21K
219 $2K
VIST
Vista Energy, S.A.B. De C.V.

Energy
40
New
$33.7 - $48.92 $1.35K - $1.96K
40 $1K
Paramount Skydance Corp
1.86K
New
N/A
1.86K $0
Voyager Technologies Inc
100
New
N/A
100 $0
Lucid Group Inc
4
New
N/A
4 $0
CGMS
Capital Grp Core Plus Income E
813
New
N/A
813 $0
Everus Constr Group
96
New
N/A
96 $0
Fidelity Covington Trust
646
New
N/A
646 $0
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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