Consolidated Planning Corp Purchases and Sells in Q1 2025

Consolidated Planning Corp

$637 Million
Q1 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMV	72.7K + 325.66%	$87.68 - $94.52 $6.37M - $6.87M	95K $8.9M
RTX	31.8K + 1085.5%	$114.1 - $135.66 $3.63M - $4.32M	34.8K $4.6M
ALL	20K + 1639.44%	$180.99 - $210.18 $3.63M - $4.21M	21.3K $4.4M
SPHQ	56.6K + 56.14%	$65.27 - $71.18 $3.69M - $4.03M	157K $10.4M
DGRO	46.6K + 230.5%	$60.46 - $64.42 $2.82M - $3M	66.9K $4.13M
WLY	56.9K + 565.29%	$37.91 - $46.73 $2.16M - $2.66M	67K $2.99M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNM	71K New	$71.8 - $83.34 $5.09M - $5.91M	71K $5.78M
FLRT	118K New	$47.03 - $47.8 $5.57M - $5.66M	118K $5.58M
TWLO	42.9K New	$94.9 - $148.35 $4.08M - $6.37M	42.9K $4.2M
ADP	13.6K New	$286.85 - $318.64 $3.89M - $4.32M	13.6K $4.15M
NI	102K New	$35.57 - $41.23 $3.63M - $4.21M	102K $4.1M
AZO	1.07K New	$3193.96 - $3828.11 $3.41M - $4.09M	1.07K $4.08M

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-17.4K - 88.71%	$507.05 - $563.67 $8.83M - $9.82M	2.22K $1.14M
AVGO	-11.5K - 13.74%	$167.43 - $244.7 $1.93M - $2.82M	72.3K $12.1M
MSFT	-11.6K - 27.93%	$375.39 - $447.2 $4.36M - $5.19M	29.9K $11.2M
SPY	-9.71K - 55.65%	$551.42 - $612.93 $5.35M - $5.95M	7.74K $4.33M
CAT	-11.5K - 32.78%	$326.75 - $407.63 $3.77M - $4.7M	23.6K $7.8M
QQQM	-14.5K - 46.96%	$192.82 - $222.1 $2.79M - $3.22M	16.4K $3.16M

Activity Summary All Purchases 102 New Holdings 25 Increased Positions 77 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

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