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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.63B
$298,000 0.04% of portfolio
5,178
Q3 2024 Added 1,971.2%
$1.17B
$253,000 0.03% of portfolio
24,000
Q4 2019 New
$1.17B
$84,000 0.01% of portfolio
1,001
Q4 2022 Added 3,351.72%
$897M
$42,000 0.01% of portfolio
1,714
Q4 2023 Added 27.91%
$1.75B
$69,000 0.01% of portfolio
6,000
Q3 2024 New
$879M
$5,000 0.0% of portfolio
756
Q3 2022 New
$493M
$5,000 0.0% of portfolio
382
Q2 2024 New
$832M
$0 0.0% of portfolio
51
Q2 2024 Reduced 71.19%
$662M
$23,000 0.0% of portfolio
185
Q4 2019 New
$427M
$1,000 0.0% of portfolio
100
Q2 2020 New
$592M
$0 0.0% of portfolio
2
Q2 2024 New
$1.88B
$9,000 0.0% of portfolio
1,097
Q3 2021 Reduced 21.47%
$1.04B
$4,000 0.0% of portfolio
2,000
Q2 2024 New
$846M
$0 0.0% of portfolio
20
Q1 2023 New
$760M
$0 0.0% of portfolio
100
Q3 2024 New
$1.59B
$0 0.0% of portfolio
36
Q4 2021 New
$846M
$0 0.0% of portfolio
13
Q2 2022 New
$779M
$0 0.0% of portfolio
100
Q3 2024 New
$1.63B
$15,000 0.0% of portfolio
300
Q1 2024 New
$717M
$4,000 0.0% of portfolio
1,470
Q2 2023 New
$1.89B
$1,000 0.0% of portfolio
50
Q4 2021 Reduced 1.96%
$706M
$0 0.0% of portfolio
5
Q2 2024 New
$534M
$7,000 0.0% of portfolio
500
Q4 2019 New
$1.69B
$1,000 0.0% of portfolio
50
Q4 2021 New
$327M
$0 0.0% of portfolio
135
Q1 2023 New
$1.37B
$0 0.0% of portfolio
8
Q2 2024 New
$1.74B
$0 0.0% of portfolio
10
Q4 2019 New
$1.47B
$35,000 0.0% of portfolio
2,500
Q3 2021 Added 13.64%
$561M
$3,000 0.0% of portfolio
800
Q4 2023 New
$831M
$0 0.0% of portfolio
250
Q2 2020 New
$1.75B
$1,000 0.0% of portfolio
174
Q4 2019 New
$779M
$12,000 0.0% of portfolio
283
Q2 2021 Reduced 89.83%
$914M
$13,000 0.0% of portfolio
1,278
Q2 2024 Added 0.24%
$524M
$0 0.0% of portfolio
20
Q1 2021 New
$509M
$0 0.0% of portfolio
10
Q2 2024 New
$1.75B
$9,000 0.0% of portfolio
246
Q2 2022 New

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
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