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

Center For Financial Planning, Inc.

  • $781 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-6.19K
- 20.7%
$375.39 - $447.2 $2.32M - $2.77M
23.7K $8.91M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.05K
- 1.23%
$183.02 - $207.75 $558K - $634K
244K $45.5M
AAPL
Apple Inc.

Technology
-1.35K
- 4.65%
$209.68 - $247.1 $283K - $334K
27.7K $6.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.21K
- 1.25%
$168.16 - $186.21 $204K - $226K
95.7K $16.4M
GOOG
Alphabet Inc.

Communication Services
-1.04K
- 5.13%
$156.06 - $207.71 $162K - $216K
19.2K $3M
RJF
Raymond James Financial Inc

Financial Services
-2.58K
- 11.65%
$137.62 - $172.64 $354K - $445K
19.5K $2.71M
GOOGL
Alphabet Inc.

Communication Services
-1.93K
- 24.44%
$154.33 - $206.19 $298K - $398K
5.97K $923K
VBK
Vanguard Small Cap Growth ETF

ETFs
-312
- 2.36%
$247.97 - $296.33 $77.4K - $92.5K
12.9K $3.25M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.45K
- 87.33%
$142.8 - $176.36 $349K - $432K
355 $61K
VGT
Vanguard Information Technolog

ETFs
-56
- 1.41%
$542.38 - $646.34 $30.4K - $36.2K
3.91K $2.12M
AXP
American Express CO

Financial Services
-96
- 1.42%
$255.39 - $325.87 $24.5K - $31.3K
6.66K $1.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
-105
- 2.08%
$551.42 - $612.93 $57.9K - $64.4K
4.95K $2.77M
SO
Southern CO

Utilities
-2.06K
- 73.24%
$80.96 - $92.96 $167K - $192K
754 $69K
F
Ford Motor CO

Consumer Cyclical
-15.6K
- 21.61%
$9.12 - $10.43 $142K - $163K
56.5K $567K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.37K
- 51.26%
$50.44 - $58.1 $69K - $79.4K
1.3K $66K
IYW
Ishares Dj Us Tech ETF

ETFs
-222
- 8.52%
$140.44 - $166.79 $31.2K - $37K
2.38K $334K
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 0.77%
$198.1 - $229.79 $4.95K - $5.74K
3.21K $639K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.36K
- 13.5%
$49.25 - $50.66 $66.8K - $68.7K
8.69K $431K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-66
- 6.01%
$360.07 - $417.26 $23.8K - $27.5K
1.03K $372K
DIS
Walt Disney CO

Communication Services
-232
- 6.66%
$96.87 - $114.0 $22.5K - $26.4K
3.25K $321K
PEP
Pepsico Inc

Consumer Defensive
-252
- 2.02%
$142.64 - $156.42 $35.9K - $39.4K
12.2K $1.83M
NFLX
Netflix Inc

Communication Services
-97
- 15.16%
$828.4 - $1058.6 $80.4K - $103K
543 $506K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-136
- 25.09%
$408.78 - $448.82 $55.6K - $61K
406 $170K
UPS
United Parcel Service Inc

Industrials
-91
- 3.59%
$109.66 - $136.26 $9.98K - $12.4K
2.45K $269K
ROK
Rockwell Automation, Inc

Industrials
-100
- 11.53%
$255.29 - $303.75 $25.5K - $30.4K
767 $198K
JBL
Jabil Inc

Technology
-310
- 37.04%
$130.51 - $173.33 $40.5K - $53.7K
527 $71K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-320
- 27.59%
$120.29 - $134.6 $38.5K - $43.1K
840 $102K
HEI
Heico Corp

Industrials
-200
- 85.84%
$219.6 - $270.85 $43.9K - $54.2K
33 $8K
BX
Blackstone Inc.

Financial Services
-130
- 16.88%
$136.53 - $186.74 $17.7K - $24.3K
640 $89K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-622
- 67.46%
$65.44 - $70.64 $40.7K - $43.9K
300 $20K
VT
Vanguard Total World Stk Index

ETFs
-332
- 29.0%
$115.08 - $123.97 $38.2K - $41.2K
813 $94K
SLB
Schlumberger Limited

Energy
-1K
- 78.62%
$38.4 - $43.74 $38.4K - $43.7K
272 $11K
MRNA
Moderna, Inc.

Healthcare
-778
- 78.74%
$28.35 - $47.53 $22.1K - $37K
210 $5K
DXCM
Dexcom Inc

Healthcare
-200
- 10.36%
$67.74 - $90.75 $13.5K - $18.2K
1.73K $118K
PSA
Public Storage

Real Estate
-100
- 13.59%
$288.99 - $313.98 $28.9K - $31.4K
636 $190K
COIN
Coinbase Global, Inc.

Technology
-27
- 9.28%
$172.23 - $301.3 $4.65K - $8.14K
264 $45K
BAC
Bank Of America Corp

Financial Services
-177
- 3.53%
$39.61 - $47.74 $7.01K - $8.45K
4.84K $201K
PFE
Pfizer Inc

Healthcare
-28
- 0.19%
$25.01 - $27.13 $700 - $760
14.8K $374K
DTM
Dt Midstream, Inc.

Energy
-108
- 6.04%
$86.95 - $113.75 $9.39K - $12.3K
1.68K $161K
NVO
Novo Nordisk A S

Healthcare
-123
- 41.98%
$69.3 - $90.95 $8.52K - $11.2K
170 $11K
BA
Boeing CO

Industrials
-60
- 10.68%
$148.15 - $186.25 $8.89K - $11.2K
502 $85K
CSX
Csx Corp

Industrials
-350
- 32.71%
$29.11 - $33.67 $10.2K - $11.8K
720 $21K
CSCO
Cisco Systems, Inc.

Technology
-570
- 5.05%
$58.74 - $64.87 $33.5K - $37K
10.7K $660K
PLD
Prologis, Inc.

Real Estate
-49
- 55.68%
$103.59 - $124.04 $5.08K - $6.08K
39 $4K
UAA
Under Armour, Inc.

Consumer Cyclical
-397
- 36.19%
$6.25 - $8.66 $2.48K - $3.44K
700 $4K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-50
- 33.33%
$96.18 - $109.82 $4.81K - $5.49K
100 $10K
EPD
Enterprise Products Partners L.P.

Energy
-400
- 13.64%
$31.75 - $34.14 $12.7K - $13.7K
2.53K $86K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-137
- 0.67%
$39.4 - $42.61 $5.4K - $5.84K
20.4K $825K
PANW
Palo Alto Networks Inc

Technology
-7
- 2.33%
$167.82 - $208.28 $1.17K - $1.46K
294 $50K
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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