Consolidated Planning Corp Purchases in Q3 2025

Consolidated Planning Corp

  • $845 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
481K
New
$101.2 - $109.16 $48.7M - $52.5M
481K $52.3M
HTAB
Hartford Fds Exchange Traded

ETFs
1.08M
+ 144.89%
$18.37 - $19.19 $19.8M - $20.7M
1.82M $34.8M
MSFT
Microsoft Corp

Technology
18.5K
+ 140.45%
$491.09 - $535.64 $9.09M - $9.91M
31.7K $16.4M
AAPL
Apple Inc.

Technology
24.8K
+ 39.58%
$202.38 - $256.87 $5.02M - $6.37M
87.5K $22.3M
APP
App Lovin Corp

Technology
11.5K
New
$335.1 - $718.54 $3.84M - $8.24M
11.5K $8.24M
CSCO
Cisco Systems, Inc.

Technology
111K
New
$66.2 - $71.79 $7.33M - $7.94M
111K $7.57M
CME
Cme Group Inc.

Financial Services
24.8K
+ 2710.82%
$258.83 - $287.1 $6.42M - $7.12M
25.7K $6.95M
HIG
Hartford Financial Services Group, Inc.

Financial Services
49.4K
New
$119.73 - $134.7 $5.91M - $6.65M
49.4K $6.59M
MLI
Mueller Industries Inc

Industrials
65.1K
New
$82.07 - $101.7 $5.34M - $6.62M
65.1K $6.58M
L
Loews Corp

Financial Services
65.4K
New
$89.82 - $100.39 $5.88M - $6.57M
65.4K $6.57M
KR
Kroger CO

Consumer Defensive
82.9K
New
$64.52 - $74.35 $5.35M - $6.16M
82.9K $5.58M
RSG
Republic Services, Inc.

Industrials
23.8K
New
$225.33 - $246.01 $5.37M - $5.86M
23.8K $5.46M
DRI
Darden Restaurants Inc

Consumer Cyclical
27.6K
New
$184.73 - $220.27 $5.09M - $6.07M
27.6K $5.25M
PLTR
Palantir Technologies Inc.

Technology
28.7K
New
$130.68 - $186.97 $3.75M - $5.36M
28.7K $5.23M
DASH
Door Dash, Inc.

Communication Services
18.2K
New
$234.5 - $272.5 $4.27M - $4.96M
18.2K $4.95M
CGXU
Capital Group Intl Focus Equit

ETFs
59.5K
+ 5.03%
$26.49 - $29.62 $1.58M - $1.76M
1.24M $36.8M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
54.9K
+ 18.46%
$62.57 - $69.12 $3.44M - $3.8M
353K $24M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
24.6K
+ 3.88%
$39.9 - $44.74 $981K - $1.1M
658K $29M
CAT
Caterpillar Inc

Industrials
5.94K
+ 46.18%
$390.92 - $477.15 $2.32M - $2.83M
18.8K $8.97M
CTAS
Cintas Corp

Industrials
19.1K
New
$199.29 - $226.27 $3.8M - $4.32M
19.1K $3.92M
VST
Vistra Corp.

Utilities
18.1K
New
$182.0 - $217.92 $3.3M - $3.95M
18.1K $3.55M
ORCL
Oracle Corp

Technology
8.44K
+ 83.25%
$218.96 - $328.33 $1.85M - $2.77M
18.6K $5.22M
LAD
Lithia Motors Inc

Consumer Cyclical
8.58K
New
$284.47 - $356.6 $2.44M - $3.06M
8.58K $2.71M
GOOGL
Alphabet Inc.

Communication Services
1.35K
+ 4.15%
$174.36 - $254.72 $235K - $343K
33.8K $8.22M
PM
Philip Morris International Inc.

Consumer Defensive
15.1K
New
$157.77 - $183.27 $2.38M - $2.77M
15.1K $2.45M
HEI
Heico Corp

Industrials
7.18K
New
$304.5 - $337.56 $2.19M - $2.42M
7.18K $2.32M
ABT
Abbott Laboratories

Healthcare
17.1K
+ 992.69%
$120.51 - $136.62 $2.06M - $2.34M
18.8K $2.52M
CAH
Cardinal Health Inc

Healthcare
14.6K
New
$146.04 - $167.63 $2.13M - $2.44M
14.6K $2.29M
NXST
Nexstar Media Group, Inc.

Communication Services
11.2K
New
$176.71 - $211.31 $1.97M - $2.36M
11.2K $2.21M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
12.3K
+ 3.93%
$42.88 - $49.1 $527K - $604K
325K $15.7M
GS
Goldman Sachs Group Inc

Financial Services
2.59K
New
$696.56 - $806.32 $1.81M - $2.09M
2.59K $2.06M
IBM
International Business Machines Corp

Technology
8.26K
+ 31.25%
$234.77 - $292.47 $1.94M - $2.42M
34.7K $9.79M
BK
Bank Of New York Mellon Corp

Financial Services
17.9K
New
$90.65 - $109.75 $1.62M - $1.97M
17.9K $1.95M
FNDX
Schwab Fundamental U S Large C

ETFs
18.3K
+ 2.21%
$24.38 - $26.34 $446K - $482K
845K $22.2M
NFG
National Fuel Gas CO

Energy
19.3K
+ 117.89%
$82.19 - $93.72 $1.58M - $1.81M
35.6K $3.29M
JPM
Jpmorgan Chase & CO

Financial Services
834
+ 1.42%
$282.78 - $316.06 $236K - $264K
59.4K $18.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
2.44K
+ 40.76%
$494.52 - $565.32 $1.21M - $1.38M
8.43K $4.77M
INTU
Intuit Inc

Technology
2.49K
New
$646.03 - $807.39 $1.61M - $2.01M
2.49K $1.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.48K
+ 2.2%
$236.25 - $257.69 $349K - $381K
68.9K $17.7M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.04K
+ 1.02%
$42.39 - $44.63 $256K - $270K
597K $26.6M
WELL
Welltower Inc.

Real Estate
649
+ 1.27%
$150.71 - $178.14 $97.8K - $116K
51.9K $9.25M
HWKN
Hawkins Inc

Basic Materials
5.85K
+ 83.01%
$144.17 - $184.75 $844K - $1.08M
12.9K $2.36M
WMT
Walmart Inc.

Consumer Defensive
6.72K
+ 5.96%
$94.4 - $104.27 $634K - $700K
119K $12.3M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
5.23K
+ 2.69%
$61.83 - $67.07 $323K - $351K
200K $13.2M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
34.1K
+ 188.93%
$30.62 - $52.91 $1.05M - $1.81M
52.2K $2M
ADC
Agree Realty Corp

Real Estate
15.8K
New
$70.53 - $75.05 $1.11M - $1.19M
15.8K $1.12M
PKG
Packaging Corp Of America

Consumer Cyclical
4.24K
+ 87.13%
$191.41 - $220.25 $811K - $934K
9.1K $1.98M
UGI
Ugi Corp

Utilities
30.9K
New
$32.64 - $37.14 $1.01M - $1.15M
30.9K $1.03M
GLW
Corning Inc

Technology
1.52K
+ 5.0%
$51.6 - $82.03 $78.2K - $124K
31.8K $2.61M
Activity Summary
Buys All Purchases 124 New Holdings 36 Increased Positions 88 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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