Center For Financial Planning, Inc. Portfolio Holdings

Center For Financial Planning, Inc.

  • $748 Million
  • Q4 2024

Center For Financial Planning, Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $748 Million distributed in 676 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $283M, Ishares Tr with a value of $75M, Ishares Core U.S. Aggregate Bo with a value of $58.8M, Vanguard Small Cap Value ETF with a value of $49M, and Vanguard Small Cap ETF with a value of $36.5M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $736M to 748M.

Center For Financial Planning, Inc. is based out at Southfied, MI

Below you can find more details about Center For Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $748 Million
ETFs: $599 Million
Financial Services: $36.3 Million
Technology: $33 Million
Healthcare: $18.9 Million
Consumer Cyclical: $13.1 Million
Consumer Defensive: $12.1 Million
Industrials: $10.7 Million
Communication Services: $8.86 Million
Other: $12.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$421B
$12.9 Million 1.73% of portfolio
19
Q4 2019 New
$3.07T
$12.6 Million 1.69% of portfolio
29,924
Q4 2024 Added 0.76%
$3.74T
$7.26 Million 0.97% of portfolio
29,006
Q4 2024 Reduced 0.23%
$608B
$6.47 Million 0.87% of portfolio
14,283
Q4 2024 Added 7.98%
$2.47T
$5.19 Million 0.69% of portfolio
23,636
Q4 2024 Added 0.25%
$786B
$4.05 Million 0.54% of portfolio
16,875
Q4 2024 Reduced 3.08%
$1.26T
$3.86 Million 0.52% of portfolio
20,257
Q4 2024 Reduced 0.78%
$35.4B
$3.43 Million 0.46% of portfolio
22,106
Q4 2024 Reduced 5.31%
$398B
$3.15 Million 0.42% of portfolio
18,779
Q4 2024 Reduced 3.57%
$336B
$2.62 Million 0.35% of portfolio
14,742
Q3 2024 Reduced 2.01%
$344B
$2.46 Million 0.33% of portfolio
7,350
Q3 2024 Reduced 4.4%
$137B
$2.45 Million 0.33% of portfolio
34,125
Q4 2024 Reduced 0.26%
$78.7B
$2.34 Million 0.31% of portfolio
5,055
Q4 2024 Added 0.5%
$401B
$2.11 Million 0.28% of portfolio
14,603
Q4 2024 Reduced 3.05%
$236B
$2.01 Million 0.27% of portfolio
6,760
Q3 2024 Reduced 6.14%
$90.1B
$1.99 Million 0.27% of portfolio
8,583
Q4 2024 Added 0.99%
$72.2B
$1.96 Million 0.26% of portfolio
21,612
Q4 2024 Added 0.46%
$86.7B
$1.85 Million 0.25% of portfolio
3,248
Q3 2024 Reduced 3.82%
$198B
$1.89 Million 0.25% of portfolio
12,455
Q4 2024 Reduced 1.59%
$227B
$1.89 Million 0.25% of portfolio
3,631
Q4 2024 Reduced 8.47%
$300B
$1.88 Million 0.25% of portfolio
12,954
Q3 2024 Reduced 4.48%
$148B
$1.8 Million 0.24% of portfolio
4,987
Q4 2024 Reduced 1.21%
$421B
$1.81 Million 0.24% of portfolio
4,653
Q4 2024 Added 0.52%
$458B
$1.57 Million 0.21% of portfolio
14,638
Q4 2024 Reduced 1.65%
$230B
$1.47 Million 0.2% of portfolio
14,805
Q4 2024 Added 0.85%
$1.23T
$1.5 Million 0.2% of portfolio
7,902
Q4 2024 Added 2.08%
$213B
$1.5 Million 0.2% of portfolio
5,164
Q4 2024 Reduced 1.09%
$271B
$1.42 Million 0.19% of portfolio
22,887
Q4 2024 Reduced 1.34%
$125B
$1.43 Million 0.19% of portfolio
4,323
Q4 2024 Added 0.23%
$1.24T
$1.22 Million 0.16% of portfolio
3,028
Q4 2024 Reduced 10.73%
$167B
$1.21 Million 0.16% of portfolio
2,438
Q4 2024 Added 15.65%
$78.2B
$1.1 Million 0.15% of portfolio
4,346
Q3 2024 Reduced 11.03%
$150B
$1.07 Million 0.14% of portfolio
4,683
Q4 2024 Reduced 0.72%
$83.8B
$963,000 0.13% of portfolio
7,462
Q3 2024 Reduced 8.68%
$296B
$912,000 0.12% of portfolio
6,793
Q4 2024 Added 16.58%
$274B
$913,000 0.12% of portfolio
10,114
Q4 2024 Reduced 0.2%
$85.7B
$791,000 0.11% of portfolio
4,314
Q3 2024 Reduced 9.81%
$75.5B
$838,000 0.11% of portfolio
6,763
Q3 2024 Reduced 12.19%
$5.82B
$721,000 0.1% of portfolio
10,237
Q3 2024 Reduced 30.99%
$145B
$759,000 0.1% of portfolio
3,171
Q3 2024 Reduced 5.74%
$82.4B
$783,000 0.1% of portfolio
2,120
Q4 2024 Added 1.63%
$40.1B
$713,000 0.1% of portfolio
72,121
Q4 2024 Reduced 2.2%
$157B
$731,000 0.1% of portfolio
3,187
Q4 2024 Added 15.35%
$35B
$712,000 0.1% of portfolio
11,170
Q3 2024 Reduced 11.98%
$17.7B
$771,000 0.1% of portfolio
8,971
Q4 2024 Reduced 2.7%
$252B
$667,000 0.09% of portfolio
11,277
Q4 2024 Reduced 1.73%
$237B
$672,000 0.09% of portfolio
3,061
Q2 2024 Reduced 4.19%
$564B
$642,000 0.09% of portfolio
2,033
Q4 2024 Added 34.46%
$1.58T
$642,000 0.09% of portfolio
1,089
Q4 2024 Added 4.91%

Summary

  • Portfolio
  • No. of Stocks 676
  • Current Value $748 Million
  • Prior Value $736 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 123 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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