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.
Stock Holdings Table
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