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
PDD
Pinduoduo Inc.

Consumer Cyclical
87
New
$94.68 - $131.34 $8.24K - $11.4K
87 $10K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.09K
New
$9.59 - $11.83 $10.5K - $12.9K
1.09K $10K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
103
New
$69.81 - $78.9 $7.19K - $8.13K
103 $8K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
377
New
$20.7 - $21.15 $7.8K - $7.97K
377 $7K
IWX
Ishares Tr Russell 200 Value E

ETFs
83
New
$78.54 - $84.86 $6.52K - $7.04K
83 $6K
SCHR
Schwab Intermediate Term Us Tr

ETFs
187
New
$24.05 - $24.86 $4.5K - $4.65K
187 $4K
RYN
Rayonier Inc

Real Estate
130
New
$24.95 - $28.24 $3.24K - $3.67K
130 $3K
FNDX
Schwab Fundamental U S Large C

ETFs
131
New
$23.03 - $25.01 $3.02K - $3.28K
131 $3K
IWP
Ishares Russell Mid Cap Growth

ETFs
32
New
$114.9 - $139.6 $3.68K - $4.47K
32 $3K
TLT
Ishares Barclays 20+ Year Trea

ETFs
22
New
$85.29 - $92.57 $1.88K - $2.04K
22 $2K
FNDE
Schwab Fundamental Emerging Mk

ETFs
68
New
$28.11 - $32.0 $1.91K - $2.18K
68 $2K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
24
New
$42.38 - $43.28 $1.02K - $1.04K
24 $1K
FNDA
Schwab Fundamental U S Small C

ETFs
70
New
$26.87 - $30.99 $1.88K - $2.17K
70 $1K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
44
New
$25.81 - $28.52 $1.14K - $1.25K
44 $1K
IXN
Ishares Global Information Tec

ETFs
17
New
$75.73 - $88.4 $1.29K - $1.5K
17 $1K
FNDF
Schwab Fundamental Intl Large

ETFs
55
New
$32.9 - $37.45 $1.81K - $2.06K
55 $1K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9
New
$44.68 - $46.49 $402 - $418
9 $0
Venture Global Inc
3.62K
New
N/A
3.62K $0
FNDC
Schwab Fundamental Intl Small

ETFs
24
New
$33.34 - $37.44 $800 - $899
24 $0
Millrose Pptys Inc
52
New
N/A
52 $0
SMR
Nuscale Power Corp

Industrials
35
New
$14.16 - $29.08 $496 - $1.02K
35 $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
29
New
$21.77 - $22.56 $631 - $654
29 $0
Celestica Inc
380
New
N/A
380 $0
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
16
New
$19.12 - $20.71 $306 - $331
16 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
19
New
$20.2 - $22.24 $384 - $423
19 $0
DNN
Denison Mines Corp.

Energy
490
New
$1.3 - $2.1 $637 - $1.03K
490 $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
23
New
$33.57 - $37.22 $772 - $856
23 $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
2
New
$38.22 - $41.19 $76.4 - $82.4
2 $0
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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