Consolidated Planning Corp Purchases in Q2 2025

Consolidated Planning Corp

  • $710 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
202K
+ 210.7%
$62.08 - $73.58 $12.5M - $14.9M
298K $20M
BALT
Innovator Etfs Tr
367K
New
$30.33 - $32.1 $11.1M - $11.8M
367K $11.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.82K
+ 126.85%
$496.48 - $617.85 $4.87M - $6.06M
17.6K $10.8M
WM
Waste Management Inc

Industrials
24.1K
+ 2285.04%
$216.47 - $242.1 $5.22M - $5.84M
25.2K $5.76M
CGXU
Capital Group Intl Focus Equit

ETFs
47.5K
+ 4.18%
$21.44 - $27.35 $1.02M - $1.3M
1.18M $32.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
11.6K
+ 1507.13%
$273.67 - $366.17 $3.18M - $4.25M
12.4K $4.54M
OMFL
Invesco Exchange Traded Self I

ETFs
69K
New
$48.43 - $57.78 $3.34M - $3.99M
69K $3.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.78K
+ 306.09%
$456.74 - $568.03 $3.1M - $3.85M
9K $5.11M
HTAB
Hartford Fds Exchange Traded

ETFs
188K
+ 33.87%
$18.44 - $19.31 $3.47M - $3.63M
744K $13.9M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
30.5K
+ 831.56%
$90.85 - $102.31 $2.77M - $3.12M
34.2K $3.44M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
59.3K
+ 10.32%
$33.53 - $39.61 $1.99M - $2.35M
633K $25M
META
Meta Platforms, Inc.

Communication Services
259
+ 1.93%
$484.66 - $738.09 $126K - $191K
13.7K $10.1M
JCI
Johnson Controls International PLC

Industrials
100
+ 0.12%
$71.14 - $105.62 $7.11K - $10.6K
84.3K $8.9M
TT
Trane Technologies PLC

Industrials
634
+ 3.56%
$315.21 - $437.41 $200K - $277K
18.4K $8.06M
COF
Capital One Financial Corp

Financial Services
8.68K
New
$150.57 - $212.76 $1.31M - $1.85M
8.68K $1.85M
APH
Amphenol Corp

Technology
4.11K
+ 9.65%
$59.09 - $98.75 $243K - $406K
46.7K $4.61M
FIX
Comfort Systems Usa Inc

Industrials
807
+ 12.59%
$296.51 - $536.21 $239K - $433K
7.22K $3.87M
SYF
Synchrony Financial

Financial Services
2.55K
+ 2.22%
$43.81 - $66.74 $112K - $170K
117K $7.81M
AMZN
Amazon Com Inc

Consumer Cyclical
1.12K
+ 2.61%
$167.32 - $223.3 $187K - $250K
44K $9.65M
IBM
International Business Machines Corp

Technology
473
+ 1.82%
$221.03 - $294.78 $105K - $139K
26.4K $7.79M
WMT
Walmart Inc.

Consumer Defensive
1.08K
+ 0.97%
$81.79 - $99.98 $88.4K - $108K
113K $11M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
11.5K
+ 6.27%
$51.81 - $61.79 $595K - $710K
195K $12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 0.43%
$416.06 - $551.64 $18.7K - $24.8K
10.4K $5.74M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
981
+ 0.62%
$59.24 - $71.39 $58.1K - $70K
158K $11.3M
GOOGL
Alphabet Inc.

Communication Services
883
+ 2.8%
$144.7 - $178.6 $128K - $158K
32.5K $5.72M
CASY
Caseys General Stores Inc

Consumer Cyclical
606
+ 11.26%
$415.82 - $510.91 $252K - $310K
5.99K $3.06M
COST
Costco Wholesale Corp

Consumer Defensive
395
+ 5.37%
$908.13 - $1056.85 $359K - $417K
7.75K $7.67M
ISRG
Intuitive Surgical Inc

Healthcare
338
+ 3.84%
$451.58 - $565.94 $153K - $191K
9.13K $4.96M
BMI
Badger Meter Inc

Technology
729
+ 11.47%
$170.72 - $254.17 $124K - $185K
7.08K $1.74M
RTX
Raytheon Technologies Corp

Industrials
98
+ 0.28%
$113.75 - $148.48 $11.1K - $14.6K
34.9K $5.09M
WMB
Williams Companies, Inc.

Energy
1.75K
+ 1.55%
$54.33 - $62.87 $95K - $110K
114K $7.18M
BSX
Boston Scientific Corp

Healthcare
1.13K
+ 2.3%
$89.7 - $107.41 $102K - $122K
50.3K $5.4M
ADI
Analog Devices Inc

Technology
1.71K
+ 170.67%
$164.6 - $238.02 $281K - $406K
2.7K $643K
HD
Home Depot, Inc.

Consumer Cyclical
1.15K
+ 4.16%
$335.24 - $380.78 $387K - $439K
28.9K $10.6M
KMI
Kinder Morgan, Inc.

Energy
5.29K
+ 1.76%
$25.21 - $29.4 $133K - $156K
306K $8.99M
WLY
John Wiley & Sons, Inc.

Communication Services
9.08K
+ 13.54%
$37.03 - $45.5 $336K - $413K
76.1K $3.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
631
+ 2.54%
$151.62 - $183.47 $95.7K - $116K
25.5K $4.68M
ENSG
Ensign Group, Inc

Healthcare
1.02K
+ 11.19%
$119.93 - $156.36 $122K - $159K
10.1K $1.56M
GLW
Corning Inc

Technology
3.83K
+ 14.47%
$39.07 - $52.59 $150K - $201K
30.3K $1.59M
TXN
Texas Instruments Inc

Technology
1.92K
New
N/A
1.92K $373K
SPGI
S&P Global Inc.

Financial Services
297
+ 3.09%
$438.31 - $527.29 $130K - $157K
9.92K $5.23M
VLO
Valero Energy Corp

Energy
2.53K
New
$104.69 - $141.77 $264K - $358K
2.53K $339K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.67K
+ 15.05%
$137.62 - $174.44 $230K - $291K
12.8K $2.09M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.03K
New
$310.86 - $348.77 $319K - $358K
1.03K $328K
DGRO
Ishares Core Dividend Growth E

ETFs
2.84K
+ 4.25%
$55.22 - $63.94 $157K - $182K
69.7K $4.46M
HWKN
Hawkins Inc

Basic Materials
635
+ 9.9%
$103.32 - $143.95 $65.6K - $91.4K
7.05K $1M
IP
International Paper CO

Consumer Cyclical
6.78K
New
$43.89 - $54.46 $297K - $369K
6.78K $317K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
63
+ 0.25%
$101.97 - $126.75 $6.42K - $7.99K
25.2K $3.19M
RMD
Resmed Inc

Healthcare
534
+ 11.75%
$204.54 - $258.0 $109K - $138K
5.08K $1.31M
Activity Summary
Buys All Purchases 98 New Holdings 13 Increased Positions 85 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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