Center For Financial Planning, Inc. New Holdings in Q1 2025

Center For Financial Planning, Inc.

  • $781 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
71.9K
New
$29.34 - $31.31 $2.11M - $2.25M
71.9K $2.13M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
20.8K
New
$47.59 - $48.35 $992K - $1.01M
20.8K $1.01M
MUB
Ishares National Muni Bond ETF

ETFs
4.92K
New
$104.71 - $107.69 $515K - $530K
4.92K $518K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
17.4K
New
$27.95 - $30.87 $485K - $536K
17.4K $491K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.58K
New
$106.22 - $111.09 $274K - $287K
2.58K $286K
CMI
Cummins Inc

Industrials
564
New
$312.92 - $386.07 $176K - $218K
564 $176K
IEF
Ishares Barclays

ETFs
1.49K
New
$91.17 - $95.39 $136K - $142K
1.49K $142K
HYD
Vaneck High Yield Muni ETF

ETFs
2.3K
New
$50.79 - $52.53 $117K - $121K
2.3K $117K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.57K
New
$24.91 - $29.02 $114K - $133K
4.57K $114K
MGK
Vanguard Mega Cap Growth ETF

ETFs
370
New
$307.43 - $357.48 $114K - $132K
370 $114K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.69K
New
$21.75 - $24.28 $80.2K - $89.5K
3.69K $81K
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
735
New
$67.12 - $68.99 $49.3K - $50.7K
735 $49K
OKTA
Okta, Inc.

Technology
450
New
$78.83 - $116.72 $35.5K - $52.5K
450 $47K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
908
New
$48.43 - $49.9 $44K - $45.3K
908 $45K
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.1K
New
$38.18 - $50.93 $41.9K - $55.9K
1.1K $42K
PSLV
Sprott Physical Silver Trust

Financial Services
3.38K
New
$9.86 - $11.68 $33.4K - $39.5K
3.38K $39K
PHYS
Sprott Physical Gold Trust

Financial Services
1.64K
New
$20.25 - $24.06 $33.2K - $39.5K
1.64K $39K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.64K
New
$23.32 - $23.84 $38.1K - $39K
1.64K $38K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.4K
New
$25.69 - $26.89 $35.9K - $37.6K
1.4K $37K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
1.92K
New
$17.64 - $18.41 $33.9K - $35.3K
1.92K $35K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.5K
New
$23.16 - $27.04 $34.7K - $40.5K
1.5K $35K
ALGN
Align Technology Inc

Healthcare
221
New
$158.86 - $234.89 $35.1K - $51.9K
221 $35K
SUB
Ishares Short Term National Mu

ETFs
328
New
$105.3 - $106.24 $34.5K - $34.8K
328 $34K
HIG
Hartford Financial Services Group, Inc.

Financial Services
266
New
$106.31 - $123.73 $28.3K - $32.9K
266 $32K
ILMN
Illumina, Inc.

Healthcare
413
New
$79.34 - $144.22 $32.8K - $59.6K
413 $32K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.47K
New
$19.66 - $21.64 $29K - $31.9K
1.47K $31K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
490
New
$63.82 - $127.89 $31.3K - $62.7K
490 $31K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
512
New
N/A
512 $31K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.28K
New
$22.98 - $24.13 $29.5K - $31K
1.28K $30K
RGTI
Rigetti Computing, Inc.

Technology
3.79K
New
$6.05 - $19.51 $22.9K - $74K
3.79K $30K
FBT
First Trust Nyse Arca Biotechn

ETFs
175
New
$164.86 - $182.19 $28.9K - $31.9K
175 $29K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
241
New
$107.24 - $116.37 $25.8K - $28K
241 $28K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
552
New
$48.02 - $53.02 $26.5K - $29.3K
552 $27K
PFF
Ishares Trust Ishares Pfd And

ETFs
850
New
$30.73 - $32.26 $26.1K - $27.4K
850 $26K
SYLD
Cambria Shareholder Yld ETF

ETFs
408
New
$62.77 - $71.4 $25.6K - $29.1K
408 $26K
BAX
Baxter International Inc

Healthcare
691
New
$29.26 - $36.57 $20.2K - $25.3K
691 $23K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
308
New
$73.78 - $76.59 $22.7K - $23.6K
308 $23K
QBTS
D Wave Quantum Inc.

Technology
2.95K
New
$3.83 - $11.18 $11.3K - $33K
2.95K $22K
IDEV
Ishares Core Msci Intl Develop

ETFs
323
New
$63.77 - $71.36 $20.6K - $23K
323 $22K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
359
New
$49.67 - $51.43 $17.8K - $18.5K
359 $18K
RNR
Renaissancere Holdings LTD

Financial Services
72
New
$226.55 - $263.22 $16.3K - $19K
72 $17K
KMI
Kinder Morgan, Inc.

Energy
600
New
$26.1 - $31.22 $15.7K - $18.7K
600 $17K
CSGP
Costar Group, Inc.

Real Estate
220
New
$69.29 - $80.37 $15.2K - $17.7K
220 $17K
MTBC
Care Cloud, Inc.

Healthcare
5.39K
New
N/A
5.39K $16K
RSP
Invesco S&P 500 Equal Weight E

ETFs
89
New
$169.43 - $182.84 $15.1K - $16.3K
89 $15K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
552
New
$28.55 - $29.09 $15.8K - $16.1K
552 $15K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.45K
New
$10.14 - $10.47 $14.7K - $15.2K
1.45K $14K
MBB
Ishares Tr

ETFs
147
New
$90.37 - $94.08 $13.3K - $13.8K
147 $13K
LQD
Ishares Iboxx $ Investment Gra

ETFs
112
New
$105.1 - $109.61 $11.8K - $12.3K
112 $12K
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
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