Center For Financial Planning, Inc. Portfolio Holdings

Center For Financial Planning, Inc.

  • $736 Million
  • Q3 2024

Center For Financial Planning, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $736 Million distributed in 580 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 $278M, Ishares Tr with a value of $81M, Ishares Core U.S. Aggregate Bo with a value of $54.1M, Vanguard Small Cap Value ETF with a value of $49.8M, and Vanguard Small Cap ETF with a value of $35.2M.

Examining the 13F form we can see an increase of $45M in the current position value, from $691M to 736M.

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 $736 Million
ETFs: $591 Million
Financial Services: $34.5 Million
Technology: $31 Million
Healthcare: $20.6 Million
Consumer Defensive: $13.4 Million
Consumer Cyclical: $11.8 Million
Industrials: $10.6 Million
Communication Services: $9.05 Million
Other: $14 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$278 Million 37.73% of portfolio
526,285
Q3 2024 Added 0.19%
$0
$81 Million 11.0% of portfolio
1,037,352
Q3 2024 Added 1.22%
$0
$54.1 Million 7.35% of portfolio
534,356
Q3 2024 Added 8.17%
$0
$49.8 Million 6.76% of portfolio
247,971
Q3 2024 Added 0.84%
$0
$35.2 Million 4.78% of portfolio
148,490
Q3 2024 Added 1.94%
$0
$25.8 Million 3.5% of portfolio
539,007
Q3 2024 Added 0.55%
$0
$17.6 Million 2.39% of portfolio
98,322
Q3 2024 Reduced 0.74%
$0
$9.04 Million 1.23% of portfolio
139,588
Q3 2024 Reduced 3.14%
$0
$3.56 Million 0.48% of portfolio
13,322
Q3 2024 Reduced 1.83%
$0
$3.19 Million 0.43% of portfolio
8,321
Q1 2024 Added 2.15%
$0
$2.9 Million 0.39% of portfolio
5,053
Q3 2024 Reduced 19.0%
$0
$2.52 Million 0.34% of portfolio
40,486
Q3 2024 Added 0.83%
$0
$2.33 Million 0.32% of portfolio
3,977
Q3 2024 Added 1.43%
$0
$2.07 Million 0.28% of portfolio
42,538
Q3 2024 Added 0.97%
$0
$1.88 Million 0.25% of portfolio
6,624
Q3 2024 Reduced 2.23%
$0
$1.73 Million 0.24% of portfolio
9,916
Q3 2024 Reduced 10.0%
$0
$1.3 Million 0.18% of portfolio
10,358
Q3 2024 Reduced 7.98%
$0
$1.34 Million 0.18% of portfolio
5,096
Q1 2024 Added 3.03%
$0
$1.26 Million 0.17% of portfolio
10,809
Q3 2024 Added 0.35%
$0
$960,000 0.13% of portfolio
18,192
Q3 2024 Reduced 0.17%
$0
$794,000 0.11% of portfolio
4,760
Q3 2024 Reduced 2.46%
$0
$845,000 0.11% of portfolio
20,798
Q3 2024 Reduced 17.48%
$0
$757,000 0.1% of portfolio
12,183
Q2 2021 New
$0
$707,000 0.1% of portfolio
6,572
Q4 2023 Added 14.16%
$0
$726,000 0.1% of portfolio
8,244
Q3 2024 Added 0.13%
$0
$713,000 0.1% of portfolio
3,230
Q1 2024 Reduced 6.65%
$0
$625,000 0.08% of portfolio
5,107
Q3 2024 Added 3.26%
$0
$513,000 0.07% of portfolio
10,048
Q2 2024 Reduced 7.07%
$0
$489,000 0.07% of portfolio
1,002
Q2 2024 Reduced 3.38%
$0
$499,000 0.07% of portfolio
866
Q2 2024 Reduced 15.59%
$0
$550,000 0.07% of portfolio
13,216
Q2 2022 New
$0
$523,000 0.07% of portfolio
6,511
Q2 2023 Added 15.53%
$0
$426,000 0.06% of portfolio
5,103
Q2 2024 Reduced 0.12%
$0
$437,000 0.06% of portfolio
7,611
Q2 2024 Reduced 3.55%
$0
$412,000 0.06% of portfolio
1,098
Q2 2024 Reduced 3.77%
$0
$286,000 0.04% of portfolio
3,650
Q2 2022 Reduced 34.86%
$0
$260,000 0.04% of portfolio
2,671
Q3 2024 Reduced 0.63%
$0
$318,000 0.04% of portfolio
2,100
Q2 2023 Added 8.02%
$0
$231,000 0.03% of portfolio
1,633
Q3 2024 Reduced 1.8%
$0
$196,000 0.03% of portfolio
3,320
Q3 2024 Added 0.76%
$0
$232,000 0.03% of portfolio
2,286
Q4 2022 Reduced 19.08%
$0
$202,000 0.03% of portfolio
714
Q1 2023 Reduced 22.73%
$0
$232,000 0.03% of portfolio
2,677
Q3 2024 Added 0.37%
$0
$227,000 0.03% of portfolio
1,771
Q2 2024 Reduced 3.28%
$0
$171,000 0.02% of portfolio
406
Q3 2024 Reduced 14.16%
$0
$180,000 0.02% of portfolio
4,340
Q3 2024 Reduced 1.59%
$0
$128,000 0.02% of portfolio
900
Q3 2020 Reduced 16.43%
$0
$123,000 0.02% of portfolio
736
Q3 2024 Reduced 0.14%
$0
$135,000 0.02% of portfolio
618
Q1 2023 Reduced 2.52%

Summary

  • Portfolio
  • No. of Stocks 580
  • Current Value $736 Million
  • Prior Value $691 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
Track This Portfolio

Track Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email