Consolidated Planning Corp Portfolio Holdings

Consolidated Planning Corp

  • $710 Million
  • Q2 2025

Consolidated Planning Corp has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $710 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Intl Focus Equit with a value of $32.1M, Amplify ETF Tr Amplify Cwp Enh with a value of $25.2M, Unified Ser Tr Ballast Small/M with a value of $25M, Schwab Fundamental U S Large C with a value of $20.3M, and Pimco ETF Tr 25+ Yr Zero Cpn U with a value of $20M.

Examining the 13F form we can see an increase of $73.5M in the current position value, from $637M to 710M.

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 $710 Million
ETFs: $319 Million
Technology: $86.4 Million
Financial Services: $79.9 Million
Communication Services: $43.9 Million
Industrials: $43.3 Million
Consumer Cyclical: $38.7 Million
Consumer Defensive: $27 Million
Healthcare: $21.2 Million
Other: $38.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.1 Million 4.52% of portfolio
1,184,130
Q2 2025 Added 4.18%
$0
$25.2 Million 3.54% of portfolio
591,201
Q2 2025 Reduced 0.31%
$0
$25 Million 3.52% of portfolio
633,344
Q2 2025 Added 10.32%
$0
$20.3 Million 2.86% of portfolio
826,453
Q2 2025 Reduced 3.84%
$0
$20 Million 2.81% of portfolio
297,625
Q2 2025 Added 210.7%
$113B
$19.1 Million 2.69% of portfolio
69,333
Q2 2025 Reduced 4.04%
$855B
$17 Million 2.39% of portfolio
58,608
Q2 2025 Reduced 1.33%
$0
$16.2 Million 2.28% of portfolio
67,380
Q2 2025 Reduced 4.63%
$0
$13.9 Million 1.96% of portfolio
743,892
Q2 2025 Added 33.87%
$0
$13.5 Million 1.91% of portfolio
312,598
Q2 2025 Reduced 3.61%
$3.45T
$12.9 Million 1.81% of portfolio
62,680
Q2 2025 Reduced 22.41%
$0
$12 Million 1.69% of portfolio
194,607
Q2 2025 Added 6.27%
$0
$11.8 Million 1.66% of portfolio
367,244
Q2 2025 New
$0
$11.3 Million 1.59% of portfolio
158,397
Q2 2025 Added 0.62%
$70.3B
$11.1 Million 1.57% of portfolio
26,512
Q2 2025 Added 2.21%
$260B
$11 Million 1.55% of portfolio
112,742
Q2 2025 Added 0.97%
$416B
$10.7 Million 1.51% of portfolio
67,993
Q2 2025 Reduced 0.16%
$380B
$10.6 Million 1.49% of portfolio
28,896
Q2 2025 Added 4.16%
$1.58T
$10.1 Million 1.42% of portfolio
13,711
Q2 2025 Added 1.93%
$2.32T
$9.65 Million 1.36% of portfolio
43,987
Q2 2025 Added 2.61%
$530B
$9.23 Million 1.3% of portfolio
6,890
Q2 2025 Added 1.28%
$60.6B
$8.99 Million 1.27% of portfolio
305,908
Q2 2025 Added 1.76%
$195B
$8.93 Million 1.26% of portfolio
308,570
Q2 2025 Reduced 0.24%
$74.6B
$8.9 Million 1.25% of portfolio
84,278
Q2 2025 Added 0.12%
$0
$8.45 Million 1.19% of portfolio
880,451
Q2 2025 Reduced 57.36%
$64.9B
$8.47 Million 1.19% of portfolio
80,272
Q2 2025 Added 0.49%
$104B
$8.06 Million 1.13% of portfolio
18,424
Q2 2025 Added 3.56%
$74.6B
$7.88 Million 1.11% of portfolio
51,270
Q2 2025 Added 2.53%
$31.8B
$7.81 Million 1.1% of portfolio
117,084
Q2 2025 Added 2.22%
$253B
$7.79 Million 1.1% of portfolio
26,424
Q2 2025 Added 1.82%
$417B
$7.67 Million 1.08% of portfolio
7,750
Q2 2025 Added 5.37%
$69.9B
$7.18 Million 1.01% of portfolio
114,320
Q2 2025 Added 1.55%
$0
$7 Million 0.99% of portfolio
74,586
Q2 2025 Reduced 21.47%
$3.77T
$6.55 Million 0.92% of portfolio
13,176
Q2 2025 Reduced 55.99%
$622B
$6.08 Million 0.86% of portfolio
12,509
Q2 2025 Added 1.37%
$16.1B
$6.06 Million 0.85% of portfolio
75,090
Q2 2025 Added 5.83%
$0
$5.88 Million 0.83% of portfolio
32,297
Q2 2025 Reduced 1.09%
$375B
$5.8 Million 0.82% of portfolio
36,390
Q2 2025 Added 1.76%
$1.14T
$5.72 Million 0.81% of portfolio
32,451
Q2 2025 Added 2.8%
$0
$5.75 Million 0.81% of portfolio
47,401
Q2 2025 Reduced 1.89%
$93.2B
$5.76 Million 0.81% of portfolio
25,186
Q2 2025 Added 2,285.04%
$0
$5.74 Million 0.81% of portfolio
10,409
Q2 2025 Added 0.43%
$0
$5.7 Million 0.8% of portfolio
112,408
Q2 2025 Added 0.29%
$0
$5.39 Million 0.76% of portfolio
12,781
Q2 2025 Reduced 0.35%
$148B
$5.4 Million 0.76% of portfolio
50,313
Q2 2025 Added 2.3%
$169B
$5.23 Million 0.74% of portfolio
9,920
Q2 2025 Added 3.09%
$0
$5.11 Million 0.72% of portfolio
8,999
Q2 2025 Added 306.09%
$219B
$5.09 Million 0.72% of portfolio
34,857
Q2 2025 Added 0.28%
$0
$5.07 Million 0.71% of portfolio
46,345
Q2 2025 Reduced 12.07%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $710 Million
  • Prior Value $637 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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