Center For Financial Planning, Inc. Portfolio Holdings by Sector
Center For Financial Planning, Inc.
- $869 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO AGG IEFA VB VO VWO QUAL VBR 146 stocks |
$711,057
82.16% of portfolio
|
30
|
29
|
9
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B HIG AIG 4 stocks |
$20,725
2.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL CRWD ADBE SNPS SQ PLTR PANW 14 stocks |
$13,050
1.51% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ MRK LLY PFE AMGN BMY AZN 11 stocks |
$7,696
0.89% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$5,772
0.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA AMD NXPI ADI QCOM TSM INTC 11 stocks |
$5,654
0.65% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT DXCM STE EW ALGN BSX 10 stocks |
$5,554
0.64% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META SPOT SNAP 5 stocks |
$5,547
0.64% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$5,369
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC NU C HSBC BBVA WFC SMFG 8 stocks |
$5,252
0.61% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN ITW EMR DOV GE CMI ROK OTIS 15 stocks |
$4,993
0.58% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL KMB UL EL 5 stocks |
$4,963
0.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DTE PEG DUK OGE ES PPL SO 17 stocks |
$4,279
0.49% of portfolio
|
2
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM BP NFG TTE SHEL SU 7 stocks |
$3,443
0.4% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA PYPL CACC SYF COF SOFI 8 stocks |
$3,299
0.38% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP MNST 3 stocks |
$3,236
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM COIN UBER INTU NOW CDNS ASAN DDOG 13 stocks |
$3,223
0.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF SCHW GS LPLA MARA 5 stocks |
$3,096
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO HPE 3 stocks |
$2,932
0.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DRI CMG YUM YUMC SBUX PTLO 7 stocks |
$2,768
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK HSIC ABC 3 stocks |
$2,665
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR IQV IDXX ILMN FLGT 6 stocks |
$2,640
0.31% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$2,520
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME MSCI MCO ICE 5 stocks |
$2,042
0.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL AFG L TRV HGTY 7 stocks |
$1,936
0.22% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,785
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F NIO GM RACE LCID RIVN STLA 8 stocks |
$1,648
0.19% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FIS FISV CACI KD ACN CNDT 7 stocks |
$1,642
0.19% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI CARR MAS FBHS 5 stocks |
$1,495
0.17% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DG 4 stocks |
$1,484
0.17% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,424
0.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX WAB 4 stocks |
$1,261
0.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB HBAN LCNB TRMK CBU SSBK CMA LOB 14 stocks |
$1,253
0.14% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T TMUS IDCC LBRDK LBRDA VOD 8 stocks |
$1,246
0.14% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT LHX HWM BA ACHR CW 7 stocks |
$1,237
0.14% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$1,185
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD PARA FOXA 5 stocks |
$1,184
0.14% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
ADC O SPG 3 stocks |
$1,146
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX CCI RYN WY 5 stocks |
$1,080
0.12% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD PPG DD WDFC SHW NGVT HWKN 7 stocks |
$778
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL LUV AAL 3 stocks |
$759
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$706
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC VLO PSX 3 stocks |
$704
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV CVS CI CNC 5 stocks |
$666
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS K SJM CAG KHC BYND 6 stocks |
$627
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
DTM OKE EPD ENB KMI LNG MPLX NGL 8 stocks |
$577
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU ROST 3 stocks |
$555
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
DAN AXL GNTX ALV ADNT GTX VC 7 stocks |
$544
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG COP DVN MGY WDS 5 stocks |
$503
0.06% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX STT PHYS PSLV ETX MMD GDV MXE 16 stocks |
$469
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RMD RGEN BLFS BAX ALC 6 stocks |
$458
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON AJG 2 stocks |
$403
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC AFL MET PRU BHF 5 stocks |
$382
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$368
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH JBL GLW 3 stocks |
$362
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT 2 stocks |
$348
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS LSTR 2 stocks |
$329
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY ORLY CASY CHPT WSM EVGO 6 stocks |
$284
0.03% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA EGP IIPR 3 stocks |
$236
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
RGTI QBTS DELL HPQ STX 5 stocks |
$182
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$173
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS INVH IRT 3 stocks |
$164
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$156
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB SCI FTDR 3 stocks |
$139
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
HAL SLB FTI 3 stocks |
$134
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$106
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$93
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX SRPT MRNA CORT BEAM CRSP EDIT 9 stocks |
$92
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
ACM BLD FIX 3 stocks |
$87
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI ALTG 2 stocks |
$82
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$80
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENR PLPC BE VRT SLDP 5 stocks |
$79
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
USPH 1 stocks |
$78
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP MAN 2 stocks |
$67
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
LVS PENN 2 stocks |
$62
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$62
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$54
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$51
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
ATGE 1 stocks |
$45
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN VTRS TEVA EMBC 5 stocks |
$38
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL EXPE ABNB NCLH 4 stocks |
$38
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
CHEF 1 stocks |
$35
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$33
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$32
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$31
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
MAG 1 stocks |
$31
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
KBH LEN CVCO 3 stocks |
$27
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$27
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL PEAK GEO 3 stocks |
$26
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX EA SOHU 3 stocks |
$25
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG AQN BEP 3 stocks |
$24
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP 1 stocks |
$24
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS BMI 2 stocks |
$21
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD NRZ AGNC 3 stocks |
$19
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
RMAX EXPI OPEN 3 stocks |
$18
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$17
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
MTBC 1 stocks |
$16
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$16
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$14
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ DNN 2 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
RUN FSLR BEEM CSIQ ENPH SEDG 6 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$11
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
KNX 1 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
REIT—Office | Real Estate
PDM 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$5
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ATI MLI 2 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
UAA 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
GPI 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
AIT 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
MATX NAT 2 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
DLB 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
MAT 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
DWAC 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|