Center For Financial Planning, Inc. Portfolio Holdings
Center For Financial Planning, Inc.
- $669 Million
- Q1 2024
Center For Financial Planning, Inc. has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $669 Million distributed in 608 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 $243M, Ishares Tr with a value of $75M, Vanguard Small Cap Value ETF with a value of $46.8M, Ishares Core U.S. Aggregate Bo with a value of $41.7M, and Vanguard Small Cap ETF with a value of $32.2M.
Examining the 13F form we can see an increase of $125M in the current position value, from $544M to 669M.
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 608
- Current Value $669 Million
- Prior Value $544 Million
- Filing
- Period Q1 2024
- Filing Date April 25, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 99 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 59 stocks