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 Market Cap. of $200 Billions or more
