Consolidated Planning Corp Portfolio Holdings

Consolidated Planning Corp

  • $845 Million
  • Q3 2025

Consolidated Planning Corp has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $845 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $52.3M, Capital Group Intl Focus Equit with a value of $36.8M, Hartford Fds Exchange Traded with a value of $34.8M, Unified Ser Tr Ballast Small/M with a value of $29M, and Amplify ETF Tr Amplify Cwp Enh with a value of $26.6M.

Examining the 13F form we can see an increase of $135M in the current position value, from $710M to 845M.

Consolidated Planning Corp is based out at Atlanta, GA

Below you can find more details about Consolidated Planning Corp portfolio as well as his latest detailed transactions.

Portfolio value $845 Million
ETFs: $374 Million
Technology: $123 Million
Financial Services: $85.5 Million
Industrials: $71.1 Million
Communication Services: $49 Million
Consumer Cyclical: $44.7 Million
Consumer Defensive: $29.3 Million
Healthcare: $17.4 Million
Other: $38.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.3 Million 6.19% of portfolio
481,190
Q3 2025 New
$0
$36.8 Million 4.36% of portfolio
1,243,677
Q3 2025 Added 5.03%
$0
$34.8 Million 4.12% of portfolio
1,821,706
Q3 2025 Added 144.89%
$0
$29 Million 3.43% of portfolio
657,935
Q3 2025 Added 3.88%
$0
$26.6 Million 3.15% of portfolio
597,240
Q3 2025 Added 1.02%
$0
$24 Million 2.84% of portfolio
352,554
Q3 2025 Added 18.46%
$4.35T
$22.3 Million 2.64% of portfolio
87,486
Q3 2025 Added 39.58%
$150B
$22.3 Million 2.64% of portfolio
67,734
Q3 2025 Reduced 2.31%
$0
$22.2 Million 2.63% of portfolio
844,738
Q3 2025 Added 2.21%
$913B
$18.7 Million 2.22% of portfolio
59,442
Q3 2025 Added 1.42%
$0
$17.7 Million 2.09% of portfolio
68,859
Q3 2025 Added 2.2%
$3.86T
$16.4 Million 1.94% of portfolio
31,682
Q3 2025 Added 140.45%
$0
$15.7 Million 1.86% of portfolio
324,891
Q3 2025 Added 3.93%
$0
$13.2 Million 1.56% of portfolio
199,833
Q3 2025 Added 2.69%
$505B
$12.6 Million 1.5% of portfolio
67,772
Q3 2025 Reduced 0.33%
$275B
$12.3 Million 1.46% of portfolio
119,457
Q3 2025 Added 5.96%
$2.49T
$9.97 Million 1.18% of portfolio
45,401
Q3 2025 Added 3.21%
$1.46T
$9.91 Million 1.17% of portfolio
13,497
Q3 2025 Reduced 1.56%
$276B
$9.79 Million 1.16% of portfolio
34,682
Q3 2025 Added 31.25%
$78.8B
$9.22 Million 1.09% of portfolio
83,824
Q3 2025 Reduced 0.54%
$83.9B
$9.25 Million 1.09% of portfolio
51,919
Q3 2025 Added 1.27%
$305B
$8.97 Million 1.06% of portfolio
18,797
Q3 2025 Added 46.18%
$176B
$8.69 Million 1.03% of portfolio
307,793
Q3 2025 Reduced 0.25%
$33.5B
$8.35 Million 0.99% of portfolio
117,474
Q3 2025 Added 0.33%
$498B
$8.23 Million 0.97% of portfolio
6,868
Q3 2025 Reduced 0.32%
$186B
$8.24 Million 0.97% of portfolio
11,462
Q3 2025 New
$1.68T
$8.22 Million 0.97% of portfolio
33,798
Q3 2025 Added 4.15%
$70.5B
$7.78 Million 0.92% of portfolio
122,764
Q3 2025 Added 7.39%
$300B
$7.57 Million 0.9% of portfolio
110,656
Q3 2025 New
$95.4B
$6.95 Million 0.82% of portfolio
25,719
Q3 2025 Added 2,710.82%
$0
$6.65 Million 0.79% of portfolio
683,179
Q3 2025 Reduced 22.41%
$39.5B
$6.59 Million 0.78% of portfolio
49,378
Q3 2025 New
$6.02B
$6.58 Million 0.78% of portfolio
65,066
Q3 2025 New
$23.8B
$6.57 Million 0.78% of portfolio
65,422
Q3 2025 New
$621B
$6.34 Million 0.75% of portfolio
12,607
Q3 2025 Added 0.78%
$0
$6.29 Million 0.74% of portfolio
10,473
Q3 2025 Added 0.61%
$0
$6.16 Million 0.73% of portfolio
47,286
Q3 2025 Reduced 0.24%
$104B
$6 Million 0.71% of portfolio
14,231
Q3 2025 Reduced 22.76%
$262B
$6.03 Million 0.71% of portfolio
36,009
Q3 2025 Added 3.3%
$0
$5.98 Million 0.71% of portfolio
12,769
Q3 2025 Reduced 0.09%
$0
$5.9 Million 0.7% of portfolio
32,393
Q3 2025 Added 0.3%
$0
$5.91 Million 0.7% of portfolio
116,330
Q3 2025 Added 3.49%
$403B
$5.79 Million 0.69% of portfolio
6,256
Q3 2025 Reduced 19.28%
$82B
$5.7 Million 0.67% of portfolio
25,800
Q3 2025 Added 2.44%
$0
$5.69 Million 0.67% of portfolio
77,704
Q3 2025 Reduced 50.94%
$23.6B
$5.63 Million 0.67% of portfolio
114,763
Q3 2025 New
$45.5B
$5.58 Million 0.66% of portfolio
82,850
Q3 2025 New
$65.8B
$5.46 Million 0.65% of portfolio
23,811
Q3 2025 New
$0
$5.37 Million 0.64% of portfolio
45,168
Q3 2025 Reduced 2.54%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $845 Million
  • Prior Value $710 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email