Center For Financial Planning, Inc. Portfolio Holdings
Center For Financial Planning, Inc.
- $781 Million
- Q1 2025
Center For Financial Planning, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $781 Million distributed in 700 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 $273M, Ishares Core U.S. Aggregate Bo with a value of $94.4M, Ishares Tr with a value of $82.6M, Vanguard Small Cap Value ETF with a value of $45.5M, and Vanguard Small Cap ETF with a value of $34.4M.
Examining the 13F form we can see an increase of $33.5M in the current position value, from $748M to 781M.
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 700
- Current Value $781 Million
- Prior Value $748 Million
- Filing
- Period Q1 2025
- Filing Date April 22, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 79 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 74 stocks