Center For Financial Planning, Inc. Sells in Q4 2024

Center For Financial Planning, Inc.

  • $748 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-164
- 0.12%
$58.88 - $64.8 $9.66K - $10.6K
139K $8.22M
VBR
Vanguard Small Cap Value ETF

ETFs
-577
- 0.23%
$197.36 - $217.3 $114K - $125K
247K $49M
RBLX
Roblox Corp

Communication Services
-13.5K
- 98.9%
$39.86 - $61.45 $538K - $829K
150 $8K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-336
- 8.47%
$501.29 - $612.85 $168K - $206K
3.63K $1.89M
NEE
Nextera Energy Inc

Utilities
-89
- 0.26%
$69.77 - $85.43 $6.21K - $7.6K
34.1K $2.45M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.37K
- 1.39%
$176.42 - $186.91 $242K - $256K
97K $17.3M
JNJ
Johnson & Johnson

Healthcare
-460
- 3.05%
$143.34 - $165.86 $65.9K - $76.3K
14.6K $2.11M
DVN
Devon Energy Corp

Energy
-6.73K
- 85.84%
$30.52 - $42.96 $205K - $289K
1.11K $36K
PEP
Pepsico Inc

Consumer Defensive
-201
- 1.59%
$151.29 - $176.1 $30.4K - $35.4K
12.5K $1.89M
KO
Coca Cola CO

Consumer Defensive
-310
- 1.34%
$61.74 - $71.71 $19.1K - $22.2K
22.9K $1.42M
OMC
Omnicom Group Inc.

Communication Services
-249
- 2.7%
$85.82 - $105.47 $21.4K - $26.3K
8.97K $771K
XOM
Exxon Mobil Corp

Energy
-246
- 1.65%
$105.51 - $125.37 $26K - $30.8K
14.6K $1.57M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-322
- 3.11%
$114.08 - $125.68 $36.7K - $40.5K
10K $1.15M
MDT
Medtronic PLC

Healthcare
-816
- 15.37%
$79.61 - $92.24 $65K - $75.3K
4.49K $358K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-1.56K
- 81.47%
$71.77 - $92.11 $112K - $143K
354 $32K
UPS
United Parcel Service Inc

Industrials
-585
- 18.74%
$122.65 - $138.35 $71.8K - $80.9K
2.54K $319K
VZ
Verizon Communications Inc

Communication Services
-1.37K
- 13.39%
$39.6 - $45.21 $54.1K - $61.8K
8.84K $353K
VEA
Vanguard Ftse Developed Market

ETFs
-217
- 1.19%
$47.57 - $52.44 $10.3K - $11.4K
18K $859K
UNP
Union Pacific Corp

Industrials
-34
- 0.72%
$223.15 - $249.32 $7.59K - $8.48K
4.68K $1.07M
MCD
Mcdonalds Corp

Consumer Cyclical
-57
- 1.09%
$288.47 - $316.54 $16.4K - $18K
5.16K $1.5M
DTE
Dte Energy CO

Utilities
-414
- 7.77%
$117.04 - $129.77 $48.5K - $53.7K
4.92K $593K
CMCSA
Comcast Corp

Communication Services
-1.19K
- 11.44%
$37.39 - $45.14 $44.6K - $53.9K
9.23K $346K
BBY
Best Buy CO Inc

Consumer Cyclical
-320
- 9.44%
$85.2 - $101.35 $27.3K - $32.4K
3.07K $263K
PFE
Pfizer Inc

Healthcare
-1.3K
- 8.09%
$24.8 - $30.19 $32.3K - $39.3K
14.8K $392K
F
Ford Motor CO

Consumer Cyclical
-1.62K
- 2.2%
$9.69 - $11.4 $15.7K - $18.5K
72.1K $713K
ADI
Analog Devices Inc

Technology
-171
- 12.26%
$206.35 - $236.48 $35.3K - $40.4K
1.22K $260K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-175
- 24.51%
$278.19 - $315.36 $48.7K - $55.2K
539 $155K
CVS
Cvs Health Corp

Healthcare
-261
- 15.33%
$43.78 - $67.46 $11.4K - $17.6K
1.44K $64K
T
At&T Inc.

Communication Services
-2.32K
- 14.52%
$21.22 - $23.88 $49.2K - $55.4K
13.7K $310K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-330
- 5.02%
$104.59 - $118.05 $34.5K - $39K
6.24K $677K
STZ
Constellation Brands, Inc.

Consumer Defensive
-100
- 68.97%
$219.66 - $257.62 $22K - $25.8K
45 $9K
SYK
Stryker Corp

Healthcare
-61
- 1.21%
$345.14 - $392.15 $21.1K - $23.9K
4.99K $1.8M
AMAT
Applied Materials Inc

Technology
-63
- 17.55%
$161.44 - $213.89 $10.2K - $13.5K
296 $48K
DOW
Dow Inc.

Basic Materials
-21
- 1.43%
$39.1 - $55.34 $821 - $1.16K
1.45K $58K
LOW
Lowes Companies Inc

Consumer Cyclical
-63
- 70.79%
$244.52 - $284.07 $15.4K - $17.9K
26 $6K
DD
Du Pont De Nemours, Inc.

Basic Materials
-16
- 1.5%
$75.95 - $88.05 $1.22K - $1.41K
1.05K $80K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-222
- 1.07%
$40.15 - $42.9 $8.91K - $9.52K
20.6K $830K
GLW
Corning Inc

Technology
-300
- 48.39%
$44.11 - $49.76 $13.2K - $14.9K
320 $15K
ENPH
Enphase Energy, Inc.

Technology
-90
- 90.91%
$59.52 - $111.18 $5.36K - $10K
9 $0
AFL
Aflac Inc

Financial Services
-14
- 1.27%
$100.37 - $115.27 $1.41K - $1.61K
1.09K $112K
OTIS
Otis Worldwide Corp

Industrials
-3
- 0.4%
$92.57 - $106.01 $278 - $318
749 $69K
CME
Cme Group Inc.

Financial Services
-125
- 6.39%
$221.17 - $246.02 $27.6K - $30.8K
1.83K $425K
SCHW
Schwab Charles Corp

Financial Services
-98
- 83.05%
$63.31 - $82.85 $6.2K - $8.12K
20 $1K
STX
Seagate Technology Holdings PLC

Technology
-23
- 22.33%
$86.31 - $112.64 $1.99K - $2.59K
80 $6K
CTVA
Corteva, Inc.

Basic Materials
-16
- 1.79%
$55.21 - $64.13 $883 - $1.03K
876 $49K
VOD
Vodafone Group Public LTD CO

Communication Services
-290
- 95.39%
$8.37 - $9.95 $2.43K - $2.89K
14 $0
NIO
Nio Inc.

Consumer Cyclical
-130
- 36.62%
$4.31 - $7.21 $560 - $937
225 $0
VTRS
Viatris Inc

Healthcare
-34
- 4.38%
$11.32 - $13.37 $385 - $455
742 $9K
Canopy Growth Corp
-10
- 28.57%
N/A
25 $0
Activity Summary
Buys All Purchases 222 New Holdings 123 Increased Positions 99 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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