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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-204
- 7.28%
$27.01 - $28.54 $5.51K - $5.82K
2.6K $72K
VTRS
Viatris Inc

Healthcare
-12
- 1.62%
$8.68 - $12.42 $104 - $149
730 $6K
LLY
Eli Lilly & CO

Healthcare
-55
- 6.76%
$725.72 - $929.72 $39.9K - $51.1K
759 $626K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-160
- 9.45%
$18.36 - $20.51 $2.94K - $3.28K
1.53K $30K
Arista Networks Inc
-300
- 9.38%
N/A
2.9K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 1.8%
$308.86 - $455.36 $927 - $1.37K
164 $57K
Solventum Corp
-20
- 2.9%
N/A
669 $0
GILD
Gilead Sciences, Inc.

Healthcare
-23
- 16.67%
$89.14 - $117.41 $2.05K - $2.7K
115 $12K
CMS
Cms Energy Corp

Utilities
-7
- 5.47%
$64.99 - $75.11 $455 - $526
121 $9K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-24
- 1.47%
$128.74 - $138.67 $3.09K - $3.33K
1.61K $218K
MPC
Marathon Petroleum Corp

Energy
-89
- 2.19%
$134.72 - $159.03 $12K - $14.2K
3.98K $579K
DUK
Duke Energy Corp

Utilities
-38
- 2.7%
$105.87 - $121.97 $4.02K - $4.63K
1.37K $167K
CVS
Cvs Health Corp

Healthcare
-200
- 13.88%
$44.22 - $68.64 $8.84K - $13.7K
1.24K $84K
MO
Altria Group, Inc.

Consumer Defensive
-392
- 6.65%
$50.81 - $60.02 $19.9K - $23.5K
5.51K $330K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.04%
$478.26 - $543.77 $478 - $544
2.44K $1.24M
IBM
International Business Machines Corp

Technology
-142
- 4.64%
$217.4 - $264.74 $30.9K - $37.6K
2.92K $725K
DTE
Dte Energy CO

Utilities
-81
- 1.65%
$117.6 - $138.27 $9.53K - $11.2K
4.83K $668K
MCD
Mcdonalds Corp

Consumer Cyclical
-72
- 1.39%
$279.74 - $321.29 $20.1K - $23.1K
5.09K $1.59M
MMM
3 M CO

Industrials
-30
- 0.4%
$129.7 - $155.12 $3.89K - $4.65K
7.43K $1.09M
KO
Coca Cola CO

Consumer Defensive
-200
- 0.87%
$60.81 - $72.32 $12.2K - $14.5K
22.7K $1.62M
CVX
Chevron Corp

Energy
-100
- 0.77%
$146.71 - $167.97 $14.7K - $16.8K
12.9K $2.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-880
- 0.63%
$58.01 - $64.46 $51K - $56.7K
139K $8.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-308
- 2.16%
$442.66 - $534.52 $136K - $165K
14K $7.44M
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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