Center For Financial Planning, Inc. Reduced Holdings in Q2 2025

Center For Financial Planning, Inc.

  • $869 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-186K
- 76.04%
$162.76 - $195.77 $30.2M - $36.4M
58.5K $11.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-20.4K
- 23.85%
$48.5 - $49.35 $987K - $1M
65K $3.2M
MRK
Merck & Co., Inc.

Healthcare
-3.78K
- 24.46%
$73.47 - $87.12 $278K - $329K
11.7K $923K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-14
- 0.35%
$390.26 - $489.06 $5.46K - $6.85K
3.97K $1.61M
CVX
Chevron Corp

Energy
-212
- 1.65%
$133.73 - $168.51 $28.4K - $35.7K
12.6K $1.81M
UNH
Unitedhealth Group Inc

Healthcare
-102
- 7.95%
$274.35 - $599.47 $28K - $61.1K
1.18K $368K
PG
Procter & Gamble CO

Consumer Defensive
-85
- 0.45%
$157.66 - $172.39 $13.4K - $14.7K
18.7K $2.98M
JNJ
Johnson & Johnson

Healthcare
-8
- 0.05%
$146.36 - $159.82 $1.17K - $1.28K
14.7K $2.25M
XOM
Exxon Mobil Corp

Energy
-200
- 1.37%
$99.93 - $119.04 $20K - $23.8K
14.4K $1.56M
MUB
Ishares National Muni Bond ETF

ETFs
-1.4K
- 28.45%
$102.31 - $105.8 $143K - $148K
3.52K $367K
MCD
Mcdonalds Corp

Consumer Cyclical
-124
- 2.44%
$285.55 - $321.23 $35.4K - $39.8K
4.97K $1.45M
ABNB
Airbnb, Inc.

Consumer Cyclical
-871
- 95.61%
$105.69 - $140.64 $92.1K - $122K
40 $5K
DHR
Danaher Corp

Healthcare
-349
- 10.25%
$174.64 - $205.16 $60.9K - $71.6K
3.06K $603K
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.26K
- 98.2%
$50.06 - $80.8 $62.9K - $102K
23 $1K
EW
Edwards Lifesciences Corp

Healthcare
-1.35K
- 34.68%
$67.07 - $78.22 $90.7K - $106K
2.55K $199K
NEE
Nextera Energy Inc

Utilities
-67
- 0.19%
$64.11 - $75.0 $4.3K - $5.03K
34.9K $2.42M
BP
Bp PLC

Energy
-1.44K
- 54.41%
$26.11 - $33.81 $37.7K - $48.8K
1.21K $36K
VZ
Verizon Communications Inc

Communication Services
-551
- 5.38%
$41.67 - $45.62 $23K - $25.1K
9.69K $419K
ADP
Automatic Data Processing Inc

Industrials
-150
- 42.25%
$276.76 - $326.81 $41.5K - $49K
205 $63K
DTE
Dte Energy CO

Utilities
-107
- 2.21%
$127.39 - $139.49 $13.6K - $14.9K
4.73K $626K
BNDX
Vanguard Total International B

ETFs
-831
- 56.61%
$48.77 - $49.55 $40.5K - $41.2K
637 $31K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-503
- 32.18%
$77.74 - $78.78 $39.1K - $39.6K
1.06K $83K
IQV
Iqvia Holdings Inc.

Healthcare
-14
- 0.86%
$137.0 - $174.37 $1.92K - $2.44K
1.62K $255K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-225
- 21.8%
$320.42 - $424.58 $72.1K - $95.5K
807 $342K
IEMG
Ishares Inc

ETFs
-526
- 26.89%
N/A
1.43K $76K
VHT
Vanguard Health Care ETF

ETFs
-58
- 6.94%
$236.71 - $261.92 $13.7K - $15.2K
778 $193K
EIX
Edison International

Utilities
-445
- 78.07%
$48.32 - $59.92 $21.5K - $26.7K
125 $6K
HYD
Vaneck High Yield Muni ETF

ETFs
-500
- 21.78%
$49.08 - $51.35 $24.5K - $25.7K
1.8K $90K
PFE
Pfizer Inc

Healthcare
-369
- 2.5%
$21.59 - $24.84 $7.97K - $9.17K
14.4K $349K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-214
- 12.08%
$114.78 - $133.31 $24.6K - $28.5K
1.56K $207K
DD
Du Pont De Nemours, Inc.

Basic Materials
-201
- 19.07%
$55.13 - $75.25 $11.1K - $15.1K
853 $58K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-305
- 59.57%
N/A
207 $12K
EXC
Exelon Corp

Utilities
-326
- 25.77%
$42.2 - $47.37 $13.8K - $15.4K
939 $40K
DOW
Dow Inc.

Basic Materials
-170
- 11.74%
$25.81 - $34.89 $4.39K - $5.93K
1.28K $33K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-159
- 99.38%
$91.23 - $97.27 $14.5K - $15.5K
1 $0
VEA
Vanguard Ftse Developed Market

ETFs
-2.48K
- 12.08%
$45.65 - $57.01 $113K - $141K
18K $1.03M
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 8.98%
$908.13 - $1056.85 $27.2K - $31.7K
304 $300K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-50
- 12.32%
$376.48 - $440.65 $18.8K - $22K
356 $156K
CEG
Constellation Energy Corp

Utilities
-108
- 58.38%
$170.96 - $322.76 $18.5K - $34.9K
77 $24K
MBB
Ishares Tr

ETFs
-143
- 97.28%
$91.41 - $94.22 $13.1K - $13.5K
4 $0
GM
General Motors CO

Consumer Cyclical
-280
- 76.5%
$42.48 - $50.46 $11.9K - $14.1K
86 $4K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-138
- 32.02%
$85.42 - $94.39 $11.8K - $13K
293 $27K
HGTY
Hagerty, Inc.

Financial Services
-1.28K
- 99.77%
$8.34 - $10.18 $10.6K - $13K
3 $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-141
- 36.06%
$77.94 - $79.5 $11K - $11.2K
250 $19K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-17
- 25.37%
$421.16 - $509.5 $7.16K - $8.66K
50 $22K
T
At&T Inc.

Communication Services
-596
- 4.37%
$26.33 - $28.94 $15.7K - $17.2K
13.1K $377K
TGT
Target Corp

Consumer Defensive
-40
- 6.42%
$88.76 - $105.77 $3.55K - $4.23K
583 $57K
MAG
Mag Silver Corp

Basic Materials
-1K
- 40.0%
$12.56 - $21.63 $12.6K - $21.6K
1.5K $31K
ES
Eversource Energy

Utilities
-155
- 8.6%
$54.25 - $65.89 $8.41K - $10.2K
1.65K $104K
Activity Summary
Buys All Purchases 135 New Holdings 24 Increased Positions 111 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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