Center For Financial Planning, Inc. Reduced Holdings in Q3 2025

Center For Financial Planning, Inc.

  • $932 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
-1.46K
- 59.87%
$484.94 - $564.15 $708K - $823K
978 $476K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-18.3K
- 67.08%
$30.87 - $32.18 $565K - $589K
8.99K $289K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-3.39K
- 7.16%
$46.86 - $48.27 $159K - $164K
44K $2.11M
VEA
Vanguard Ftse Developed Market

ETFs
-3.02K
- 16.72%
$56.02 - $60.3 $169K - $182K
15K $900K
COIN
Coinbase Global, Inc.

Technology
-300
- 39.27%
$297.99 - $419.78 $89.4K - $126K
464 $156K
OKE
Oneok Inc

Energy
-1.06K
- 62.54%
$71.36 - $83.47 $75.4K - $88.2K
633 $46K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.08K
- 96.03%
$35.34 - $47.21 $73.5K - $98.2K
86 $3K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-249
- 30.86%
$420.11 - $472.68 $105K - $118K
558 $261K
COP
Conocophillips

Energy
-717
- 53.79%
$91.0 - $98.99 $65.2K - $71K
616 $58K
TT
Trane Technologies PLC

Industrials
-52
- 2.43%
$398.96 - $472.54 $20.7K - $24.6K
2.09K $879K
LMT
Lockheed Martin Corp

Industrials
-160
- 21.3%
$410.74 - $499.21 $65.7K - $79.9K
591 $295K
COST
Costco Wholesale Corp

Consumer Defensive
-35
- 11.51%
$915.95 - $994.57 $32.1K - $34.8K
269 $248K
CSCO
Cisco Systems, Inc.

Technology
-500
- 4.68%
$66.2 - $71.79 $33.1K - $35.9K
10.2K $697K
IWD
Ishares Russell 1000 Val ETF

ETFs
-214
- 54.87%
$192.76 - $203.86 $41.3K - $43.6K
176 $35K
GIS
General Mills Inc

Consumer Defensive
-190
- 1.7%
$48.44 - $53.83 $9.2K - $10.2K
11K $553K
EW
Edwards Lifesciences Corp

Healthcare
-227
- 8.91%
$73.75 - $81.83 $16.7K - $18.6K
2.32K $180K
T
At&T Inc.

Communication Services
-265
- 2.03%
$26.94 - $29.62 $7.14K - $7.85K
12.8K $361K
NVO
Novo Nordisk A S

Healthcare
-70
- 8.6%
$45.38 - $71.7 $3.18K - $5.02K
744 $41K
ADBE
Adobe Inc.

Technology
-10
- 3.07%
$333.65 - $392.1 $3.34K - $3.92K
316 $111K
MCO
Moodys Corp

Financial Services
-21
- 13.29%
$472.69 - $521.32 $9.93K - $10.9K
137 $65K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.13%
$625.65 - $812.69 $626 - $813
785 $598K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-8
- 0.49%
$65.64 - $78.22 $525 - $626
1.64K $109K
DTM
Dt Midstream, Inc.

Energy
-188
- 7.34%
$99.17 - $113.27 $18.6K - $21.3K
2.37K $268K
SPOT
Spotify Technology S.A.

Communication Services
-15
- 40.54%
$620.01 - $738.53 $9.3K - $11.1K
22 $15K
OTIS
Otis Worldwide Corp

Industrials
-75
- 10.56%
$84.93 - $101.07 $6.37K - $7.58K
635 $58K
UBER
Uber Technologies, Inc

Technology
-243
- 9.83%
$86.91 - $99.57 $21.1K - $24.2K
2.23K $218K
BMY
Bristol Myers Squibb CO

Healthcare
-198
- 10.59%
$43.31 - $48.98 $8.58K - $9.7K
1.67K $75K
VNQ
Vanguard Specialized Funds Van

ETFs
-187
- 7.0%
$88.47 - $93.24 $16.5K - $17.4K
2.48K $227K
LUV
Southwest Airlines CO

Industrials
-200
- 4.32%
$29.06 - $37.7 $5.81K - $7.54K
4.43K $141K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-225
- 53.07%
$39.06 - $43.42 $8.79K - $9.77K
199 $8K
HLN
Haleon PLC

Healthcare
-607
- 82.92%
$8.72 - $10.35 $5.29K - $6.28K
125 $1K
IEMG
Ishares Inc

ETFs
-100
- 6.99%
N/A
1.33K $71K
VRT
Vertiv Holdings CO

Industrials
-41
- 63.08%
N/A
24 $2K
SLB
Schlumberger Limited

Energy
-102
- 40.32%
$32.37 - $37.31 $3.3K - $3.81K
151 $5K
BNDX
Vanguard Total International B

ETFs
-27
- 4.24%
$49.0 - $49.51 $1.32K - $1.34K
610 $30K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3
- 2.22%
$81.75 - $84.54 $245 - $254
132 $11K
Reddit Inc
-335
- 42.24%
N/A
458 $0
VTRS
Viatris Inc

Healthcare
-11
- 1.88%
$8.74 - $10.69 $96.1 - $118
575 $5K
K
Kellogg CO

Consumer Defensive
-10
- 2.5%
$76.96 - $82.02 $770 - $820
390 $31K
DWAC
Digital World Acquisition Corp.

Financial Services
-89
- 0.95%
N/A
9.3K $0
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-2
- 2.47%
$80.0 - $88.06 $160 - $176
79 $6K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-5
- 3.29%
$59.11 - $67.35 $296 - $337
147 $9K
EIX
Edison International

Utilities
-5
- 4.0%
$50.42 - $56.35 $252 - $282
120 $6K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6
- 0.94%
$72.57 - $74.72 $435 - $448
631 $46K
BLD
Top Build Corp

Industrials
-5
- 5.56%
$343.19 - $443.31 $1.72K - $2.22K
85 $33K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-6
- 0.37%
$136.48 - $142.97 $819 - $858
1.6K $224K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-14
- 3.95%
$113.83 - $154.45 $1.59K - $2.16K
340 $52K
IDXX
Idexx Laboratories Inc

Healthcare
-16
- 7.24%
$514.61 - $682.78 $8.23K - $10.9K
205 $130K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-356
- 13.99%
$10.78 - $19.82 $3.84K - $7.06K
2.19K $42K
Activity Summary
Buys All Purchases 152 New Holdings 56 Increased Positions 96 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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