Center For Financial Planning, Inc. Reduced Holdings in Q1 2024

Center For Financial Planning, Inc.

  • $669 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
RBLX
Roblox Corp

Communication Services
-527
- 2.95%
$36.2 - $44.87 $19.1K - $23.6K
17.3K $661K
NFLX
Netflix Inc

Communication Services
-339
- 53.47%
$468.5 - $629.24 $159K - $213K
295 $179K
APD
Air Products & Chemicals, Inc.

Basic Materials
-17
- 0.84%
$215.38 - $273.47 $3.66K - $4.65K
2.01K $487K
ROK
Rockwell Automation, Inc

Industrials
-120
- 10.6%
$253.28 - $307.22 $30.4K - $36.9K
1.01K $294K
SO
Southern CO

Utilities
-800
- 59.7%
$66.25 - $72.24 $53K - $57.8K
540 $38K
MMM
3 M CO

Industrials
-171
- 2.05%
$91.25 - $110.0 $15.6K - $18.8K
8.17K $866K
UPS
United Parcel Service Inc

Industrials
-92
- 2.86%
$139.08 - $161.22 $12.8K - $14.8K
3.12K $464K
GD
General Dynamics Corp

Industrials
-100
- 70.42%
$249.34 - $282.55 $24.9K - $28.3K
42 $11K
CARR
Carrier Global Corp

Industrials
-451
- 24.6%
$53.43 - $59.82 $24.1K - $27K
1.38K $80K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-365
- 24.43%
$75.25 - $80.63 $27.5K - $29.4K
1.13K $91K
VXF
Vanguard Extended Market ETF

ETFs
-126
- 50.81%
$157.48 - $175.27 $19.8K - $22.1K
122 $21K
ES
Eversource Energy

Utilities
-230
- 11.31%
$52.78 - $64.29 $12.1K - $14.8K
1.8K $107K
HPE
Hewlett Packard Enterprise CO

Technology
-955
- 75.14%
$14.86 - $18.77 $14.2K - $17.9K
316 $5K
IWM
Ishares Russell 2000 ETF

ETFs
-230
- 6.65%
$189.48 - $210.3 $43.6K - $48.4K
3.23K $679K
DTM
Dt Midstream, Inc.

Energy
-421
- 19.99%
$51.72 - $61.1 $21.8K - $25.7K
1.69K $102K
CMS
Cms Energy Corp

Utilities
-200
- 88.11%
$55.61 - $60.47 $11.1K - $12.1K
27 $1K
CSX
Csx Corp

Industrials
-320
- 21.62%
$34.39 - $38.38 $11K - $12.3K
1.16K $43K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-245
- 22.44%
$35.71 - $39.11 $8.75K - $9.58K
847 $33K
ITW
Illinois Tool Works Inc

Industrials
-143
- 2.84%
$250.22 - $270.33 $35.8K - $38.7K
4.89K $1.31M
CLX
Clorox CO

Consumer Defensive
-70
- 15.12%
$139.73 - $157.03 $9.78K - $11K
393 $60K
PEG
Public Service Enterprise Group Inc

Utilities
-100
- 30.3%
$56.98 - $66.78 $5.7K - $6.68K
230 $15K
DD
Du Pont De Nemours, Inc.

Basic Materials
-55
- 9.7%
$61.21 - $77.51 $3.37K - $4.26K
512 $39K
MAS
Masco Corp

Industrials
-150
- 22.49%
$64.23 - $78.88 $9.63K - $11.8K
517 $40K
EEM
Ishares Msci Emerging Markets

ETFs
-98
- 13.05%
$37.68 - $41.36 $3.69K - $4.05K
653 $26K
FTSL
First Trust Senior Ln Fund

ETFs
-43
- 38.05%
$45.8 - $46.4 $1.97K - $2K
70 $3K
DOW
Dow Inc.

Basic Materials
-83
- 8.42%
$52.47 - $58.17 $4.36K - $4.83K
903 $52K
VOE
Vanguard Mid Cap Value Index F

ETFs
-58
- 7.3%
$141.07 - $155.91 $8.18K - $9.04K
737 $114K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-82
- 5.13%
$56.66 - $62.34 $4.65K - $5.11K
1.52K $94K
DUK
Duke Energy Corp

Utilities
-5
- 0.35%
$90.65 - $99.39 $453 - $497
1.41K $136K
UNP
Union Pacific Corp

Industrials
-6
- 0.12%
$235.81 - $256.91 $1.41K - $1.54K
5.12K $1.26M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-200
- 4.34%
$35.39 - $39.28 $7.08K - $7.86K
4.41K $173K
OGN
Organon & Co.

Healthcare
-6
- 1.79%
$13.78 - $18.8 $82.7 - $113
330 $6K
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 7.44%
$644.69 - $785.59 $16.1K - $19.6K
311 $227K
EPD
Enterprise Products Partners L.P.

Energy
-38
- 1.28%
$26.23 - $29.18 $997 - $1.11K
2.93K $85K
CME
Cme Group Inc.

Financial Services
-7
- 0.37%
$196.4 - $221.35 $1.37K - $1.55K
1.88K $403K
BBY
Best Buy CO Inc

Consumer Cyclical
-10
- 0.3%
$70.94 - $82.03 $709 - $820
3.35K $274K
EFV
Msci Eafe Value ETF

ETFs
-61
- 0.77%
$50.46 - $54.5 $3.08K - $3.32K
7.89K $429K
MO
Altria Group, Inc.

Consumer Defensive
-50
- 0.83%
$39.73 - $44.95 $1.99K - $2.25K
5.98K $261K
COIN
Coinbase Global, Inc.

Technology
-49
- 12.86%
$117.3 - $279.71 $5.75K - $13.7K
332 $88K
VTI
Vanguard Total Stock Market Et

ETFs
-550
- 7.51%
$232.77 - $260.14 $128K - $143K
6.78K $1.76M
RTX
Raytheon Technologies Corp

Industrials
-6
- 0.2%
$85.02 - $97.53 $510 - $585
3.04K $296K
VEA
Vanguard Ftse Developed Market

ETFs
-36
- 0.18%
$46.21 - $50.27 $1.66K - $1.81K
19.9K $999K
F
Ford Motor CO

Consumer Cyclical
-2.93K
- 3.73%
$10.99 - $13.28 $32.1K - $38.8K
75.5K $1M
DOV
Dover Corp

Industrials
-1
- 0.03%
$144.44 - $177.9 $144 - $178
3.07K $544K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-222
- 0.85%
$34.62 - $38.47 $7.69K - $8.54K
26K $1M
MSI
Motorola Solutions, Inc.

Technology
-443
- 7.81%
$309.16 - $354.98 $137K - $157K
5.23K $1.86M
NEE
Nextera Energy Inc

Utilities
-212
- 0.62%
$54.97 - $63.91 $11.7K - $13.5K
34K $2.17M
DIS
Walt Disney CO

Communication Services
-258
- 6.43%
$89.29 - $122.36 $23K - $31.6K
3.75K $459K
VGT
Vanguard Information Technolog

ETFs
-75
- 1.92%
$462.18 - $530.16 $34.7K - $39.8K
3.84K $2.01M
Activity Summary
Buys All Purchases 247 New Holdings 99 Increased Positions 148 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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