Consolidated Planning Corp Purchases in Q1 2025

Consolidated Planning Corp

  • $637 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
72.7K
+ 325.66%
$87.68 - $94.52 $6.37M - $6.87M
95K $8.9M
UNM
Unum Group

Financial Services
71K
New
$71.8 - $83.34 $5.09M - $5.91M
71K $5.78M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
118K
New
$47.03 - $47.8 $5.57M - $5.66M
118K $5.58M
RTX
Raytheon Technologies Corp

Industrials
31.8K
+ 1085.5%
$114.1 - $135.66 $3.63M - $4.32M
34.8K $4.6M
TWLO
Twilio Inc

Communication Services
42.9K
New
$94.9 - $148.35 $4.08M - $6.37M
42.9K $4.2M
ALL
Allstate Corp

Financial Services
20K
+ 1639.44%
$180.99 - $210.18 $3.63M - $4.21M
21.3K $4.4M
ADP
Automatic Data Processing Inc

Industrials
13.6K
New
$286.85 - $318.64 $3.89M - $4.32M
13.6K $4.15M
NI
Nisource Inc.

Utilities
102K
New
$35.57 - $41.23 $3.63M - $4.21M
102K $4.1M
AZO
Autozone Inc

Consumer Cyclical
1.07K
New
$3193.96 - $3828.11 $3.41M - $4.09M
1.07K $4.08M
TMUS
T Mobile Us, Inc.

Communication Services
14.9K
New
$211.3 - $272.83 $3.16M - $4.07M
14.9K $3.98M
EMR
Emerson Electric CO

Industrials
32.3K
New
$108.64 - $131.17 $3.51M - $4.23M
32.3K $3.54M
DOCU
Docusign, Inc.

Technology
39.5K
New
$74.7 - $97.7 $2.95M - $3.85M
39.5K $3.21M
DGRO
Ishares Core Dividend Growth E

ETFs
46.6K
+ 230.5%
$60.46 - $64.42 $2.82M - $3M
66.9K $4.13M
WLY
John Wiley & Sons, Inc.

Communication Services
56.9K
+ 565.29%
$37.91 - $46.73 $2.16M - $2.66M
67K $2.99M
RSP
Invesco S&P 500 Equal Weight E

ETFs
14.5K
+ 224.48%
$169.43 - $182.84 $2.45M - $2.65M
20.9K $3.62M
HTAB
Hartford Fds Exchange Traded

ETFs
130K
+ 30.65%
$18.95 - $19.6 $2.47M - $2.56M
556K $10.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
4.34K
+ 417.1%
$378.71 - $442.54 $1.64M - $1.92M
5.38K $2.34M
WELL
Welltower Inc.

Real Estate
3.45K
+ 7.41%
$124.05 - $156.86 $428K - $541K
50K $7.66M
APH
Amphenol Corp

Technology
25.4K
+ 148.2%
$61.62 - $78.55 $1.57M - $2M
42.6K $2.79M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
65K
+ 3.25%
$9.44 - $10.68 $614K - $694K
2.06M $21.2M
MDU
Mdu Resources Group Inc

Industrials
85.1K
New
$16.45 - $18.61 $1.4M - $1.58M
85.1K $1.44M
DFS
Discover Financial Services

Financial Services
7.58K
New
$152.99 - $203.25 $1.16M - $1.54M
7.58K $1.29M
MSI
Motorola Solutions, Inc.

Technology
4.16K
+ 19.1%
$411.73 - $482.1 $1.71M - $2.01M
25.9K $11.4M
AMGN
Amgen Inc

Healthcare
3.63K
+ 207.43%
$258.59 - $327.36 $938K - $1.19M
5.38K $1.68M
GLW
Corning Inc

Technology
26.5K
New
$44.91 - $54.25 $1.19M - $1.44M
26.5K $1.21M
BMI
Badger Meter Inc

Technology
6.36K
New
$189.49 - $221.51 $1.2M - $1.41M
6.36K $1.21M
NFG
National Fuel Gas CO

Energy
14.7K
New
$60.71 - $79.19 $895K - $1.17M
14.7K $1.17M
PKG
Packaging Corp Of America

Consumer Cyclical
5.68K
New
$192.03 - $242.13 $1.09M - $1.38M
5.68K $1.12M
SPGI
S&P Global Inc.

Financial Services
2.02K
+ 26.59%
$478.26 - $543.77 $967K - $1.1M
9.62K $4.89M
ATR
Aptargroup, Inc.

Healthcare
7.25K
New
$141.7 - $159.83 $1.03M - $1.16M
7.25K $1.08M
VZ
Verizon Communications Inc

Communication Services
21.3K
+ 107.01%
$37.81 - $46.49 $804K - $988K
41.1K $1.86M
ORCL
Oracle Corp

Technology
7.96K
+ 251.8%
$139.81 - $186.47 $1.11M - $1.48M
11.1K $1.56M
WMB
Williams Companies, Inc.

Energy
7.24K
+ 6.87%
$54.02 - $61.09 $391K - $442K
113K $6.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
97
+ 0.79%
$442.66 - $534.52 $42.9K - $51.8K
12.3K $6.57M
RMD
Resmed Inc

Healthcare
4.54K
New
$219.7 - $257.65 $998K - $1.17M
4.54K $1.02M
IBM
International Business Machines Corp

Technology
1.04K
+ 4.17%
$217.4 - $264.74 $226K - $275K
26K $6.45M
LMAT
Lemaitre Vascular Inc

Healthcare
11.3K
New
$78.82 - $104.0 $890K - $1.17M
11.3K $946K
PEG
Public Service Enterprise Group Inc

Utilities
11.4K
+ 203.41%
$78.2 - $90.39 $890K - $1.03M
17K $1.4M
PGR
Progressive Corp

Financial Services
1.03K
+ 7.76%
$235.61 - $291.22 $243K - $301K
14.3K $4.06M
MAA
Mid America Apartment Communities Inc.

Real Estate
5.08K
New
$146.9 - $170.92 $746K - $868K
5.08K $850K
AFL
Aflac Inc

Financial Services
1.87K
+ 2.4%
$100.99 - $111.19 $189K - $208K
79.9K $8.88M
TT
Trane Technologies PLC

Industrials
3.54K
+ 24.82%
$332.0 - $400.86 $1.17M - $1.42M
17.8K $5.99M
PG
Procter & Gamble CO

Consumer Defensive
3.54K
+ 10.97%
$158.56 - $176.26 $561K - $623K
35.8K $6.09M
ICE
Intercontinental Exchange, Inc.

Financial Services
698
+ 2.89%
$142.8 - $176.36 $99.7K - $123K
24.9K $4.29M
HWKN
Hawkins Inc

Basic Materials
6.42K
New
$101.28 - $122.97 $650K - $789K
6.42K $679K
BSX
Boston Scientific Corp

Healthcare
407
+ 0.83%
$89.38 - $106.18 $36.4K - $43.2K
49.2K $4.96M
QCOM
Qualcomm Inc

Technology
3.8K
+ 61.48%
$151.94 - $175.86 $578K - $669K
9.99K $1.53M
MA
Mastercard Inc

Financial Services
756
+ 9.91%
$504.67 - $576.31 $382K - $436K
8.39K $4.6M
JPM
Jpmorgan Chase & CO

Financial Services
792
+ 1.35%
$225.19 - $279.95 $178K - $222K
59.4K $14.6M
Activity Summary
Buys All Purchases 102 New Holdings 25 Increased Positions 77 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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