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
STWD
Starwood Property Trust, Inc.

Real Estate
-352
- 30.42%
$17.28 - $20.41 $6.08K - $7.18K
805 $16K
OTIS
Otis Worldwide Corp

Industrials
-30
- 4.05%
$90.88 - $104.3 $2.73K - $3.13K
710 $70K
ITW
Illinois Tool Works Inc

Industrials
-8
- 0.18%
$218.41 - $252.43 $1.75K - $2.02K
4.34K $1.07M
VLO
Valero Energy Corp

Energy
-32
- 22.22%
$104.69 - $141.77 $3.35K - $4.54K
112 $15K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.19K
- 9.17%
$219.76 - $276.94 $260K - $328K
11.7K $3.25M
INTC
Intel Corp

Technology
-100
- 6.2%
$18.13 - $22.69 $1.81K - $2.27K
1.51K $33K
SLB
Schlumberger Limited

Energy
-19
- 6.99%
$31.95 - $42.2 $607 - $802
253 $8K
RACE
Ferrari N.V.

Consumer Cyclical
-2
- 66.67%
$397.86 - $499.02 $796 - $998
1 $0
VTRS
Viatris Inc

Healthcare
-144
- 19.73%
$7.26 - $9.12 $1.05K - $1.31K
586 $5K
IWS
Ishares Russell Midcap Value E

ETFs
-17
- 12.78%
$110.58 - $132.14 $1.88K - $2.25K
116 $15K
NSC
Norfolk Southern Corp

Industrials
-33
- 7.42%
$206.34 - $257.46 $6.81K - $8.5K
412 $105K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-234
- 8.42%
$7.69 - $11.46 $1.8K - $2.68K
2.55K $29K
ICE
Intercontinental Exchange, Inc.

Financial Services
-13
- 3.66%
$151.62 - $183.47 $1.97K - $2.39K
342 $62K
ITT
Itt Inc.

Industrials
-8
- 5.67%
$112.67 - $157.95 $901 - $1.26K
133 $20K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-85
- 5.54%
$17.76 - $22.1 $1.51K - $1.88K
1.45K $32K
V
Visa Inc.

Financial Services
-20
- 0.97%
$308.27 - $373.31 $6.17K - $7.47K
2.03K $721K
HON
Honeywell International Inc

Industrials
-6
- 2.5%
$182.86 - $232.88 $1.1K - $1.4K
234 $54K
VT
Vanguard Total World Stk Index

ETFs
-40
- 4.92%
$103.16 - $128.52 $4.13K - $5.14K
773 $99K
BA
Boeing CO

Industrials
-60
- 11.95%
$136.59 - $217.51 $8.2K - $13.1K
442 $92K
IWY
Ishares Tr Russell 200 Growth

ETFs
-59
- 9.42%
$187.5 - $246.51 $11.1K - $14.5K
567 $139K
CTVA
Corteva, Inc.

Basic Materials
-33
- 3.77%
$55.52 - $74.53 $1.83K - $2.46K
843 $62K
CARR
Carrier Global Corp

Industrials
-60
- 4.44%
$55.55 - $75.83 $3.33K - $4.55K
1.29K $94K
CME
Cme Group Inc.

Financial Services
-41
- 2.08%
$252.37 - $290.71 $10.3K - $11.9K
1.93K $533K
SNPS
Synopsys Inc

Technology
-11
- 5.09%
$380.9 - $517.66 $4.19K - $5.69K
205 $105K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-6
- 0.88%
$224.16 - $285.86 $1.34K - $1.72K
675 $192K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-424
- 2.98%
$90.56 - $109.49 $38.4K - $46.4K
13.8K $1.51M
F
Ford Motor CO

Consumer Cyclical
-1.69K
- 2.99%
$8.69 - $10.85 $14.7K - $18.3K
54.8K $595K
IWN
Ishares Russell2000 Val ETF

ETFs
-11
- 0.23%
$131.84 - $157.76 $1.45K - $1.74K
4.76K $750K
RTX
Raytheon Technologies Corp

Industrials
-14
- 0.46%
$113.75 - $148.48 $1.59K - $2.08K
3.02K $440K
VTV
Vanguard Value ETF

ETFs
-8
- 0.07%
$153.67 - $176.74 $1.23K - $1.41K
11.2K $1.98M
CSCO
Cisco Systems, Inc.

Technology
-14
- 0.13%
$53.19 - $69.38 $745 - $971
10.7K $741K
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 0.86%
$498.8 - $620.9 $9.48K - $11.8K
2.19K $1.36M
TT
Trane Technologies PLC

Industrials
-46
- 2.11%
$315.21 - $437.41 $14.5K - $20.1K
2.14K $934K
VTI
Vanguard Total Stock Market Et

ETFs
-37
- 0.49%
$243.75 - $303.93 $9.02K - $11.2K
7.58K $2.3M
JPM
Jpmorgan Chase & CO

Financial Services
-243
- 1.41%
$210.28 - $289.91 $51.1K - $70.4K
17K $4.93M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.97K
- 1.42%
$55.54 - $69.09 $109K - $136K
137K $9.44M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-658
- 0.69%
$152.42 - $182.82 $100K - $120K
95.1K $17.4M
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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