Consolidated Planning Corp Purchases in Q2 2025

Consolidated Planning Corp

  • $710 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LFUS
Littelfuse Inc

Technology
1.29K
New
$149.72 - $227.31 $193K - $294K
1.29K $292K
MCK
Mckesson Corp

Healthcare
228
+ 11.3%
$652.83 - $732.78 $149K - $167K
2.25K $1.65M
UNM
Unum Group

Financial Services
4.14K
+ 5.83%
$70.48 - $82.91 $291K - $343K
75.1K $6.06M
MA
Mastercard Inc

Financial Services
269
+ 3.21%
$479.92 - $590.74 $129K - $159K
8.66K $4.86M
TFC
Truist Financial Corp

Financial Services
5.49K
New
$34.79 - $42.99 $191K - $236K
5.49K $235K
ELV
Elevance Health, Inc.

Healthcare
604
New
$372.27 - $452.69 $225K - $273K
604 $234K
PEG
Public Service Enterprise Group Inc

Utilities
2.32K
+ 13.69%
$77.13 - $84.18 $179K - $196K
19.3K $1.62M
WELL
Welltower Inc.

Real Estate
1.26K
+ 2.53%
$136.49 - $155.22 $173K - $196K
51.3K $7.88M
NFG
National Fuel Gas CO

Energy
1.61K
+ 10.95%
$73.0 - $86.01 $118K - $139K
16.4K $1.39M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.98K
+ 37.21%
$72.96 - $90.39 $144K - $179K
7.3K $652K
ATR
Aptargroup, Inc.

Healthcare
857
+ 11.83%
$133.66 - $158.53 $115K - $136K
8.1K $1.27M
FISV
Fiserv Inc

Technology
1.48K
+ 6.32%
N/A
24.9K $3.12M
TJX
Tjx Companies Inc

Consumer Cyclical
1.01K
+ 2.93%
$119.13 - $135.03 $121K - $137K
35.6K $4.4M
RDVY
First Trust Rising Dividend Ac

ETFs
2.37K
+ 51.41%
$51.6 - $62.74 $122K - $149K
6.99K $438K
RGA
Reinsurance Group Of America Inc

Financial Services
781
+ 12.06%
$168.32 - $209.71 $131K - $164K
7.26K $1.44M
MDU
Mdu Resources Group Inc

Industrials
10.9K
+ 12.86%
$15.6 - $17.76 $171K - $194K
96K $1.6M
ACN
Accenture PLC

Technology
517
+ 54.77%
$279.23 - $323.21 $144K - $167K
1.46K $436K
RJF
Raymond James Financial Inc

Financial Services
10
+ 0.12%
$123.65 - $153.88 $1.24K - $1.54K
8.09K $1.24M
ESS
Essex Property Trust, Inc.

Real Estate
383
+ 13.52%
N/A
3.22K $877K
VZ
Verizon Communications Inc

Communication Services
4.11K
+ 10.0%
$41.67 - $45.62 $171K - $188K
45.2K $1.96M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
342
+ 1.23%
$45.88 - $54.4 $15.7K - $18.6K
28.2K $1.53M
JNJ
Johnson & Johnson

Healthcare
1.06K
+ 19.66%
$146.36 - $159.82 $154K - $169K
6.42K $980K
V
Visa Inc.

Financial Services
220
+ 10.71%
$308.27 - $373.31 $67.8K - $82.1K
2.27K $807K
AZO
Autozone Inc

Consumer Cyclical
46
+ 4.3%
$3478.38 - $3880.15 $160K - $178K
1.12K $4.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
66
+ 0.46%
$22.27 - $29.21 $1.47K - $1.93K
14.4K $420K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13
+ 0.09%
$51.16 - $62.02 $665 - $806
13.7K $849K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
137
+ 2.31%
$58.41 - $72.69 $8K - $9.96K
6.08K $441K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.04%
$276.76 - $326.81 $1.66K - $1.96K
13.6K $4.19M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
479
+ 5.07%
$29.52 - $35.31 $14.1K - $16.9K
9.92K $350K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
325
+ 0.29%
$49.79 - $50.75 $16.2K - $16.5K
112K $5.7M
CME
Cme Group Inc.

Financial Services
26
+ 2.92%
$252.37 - $290.71 $6.56K - $7.56K
915 $252K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
62
+ 0.39%
$43.28 - $50.37 $2.68K - $3.12K
16K $803K
AMT
American Tower Corp

Real Estate
1
+ 0.1%
$203.96 - $228.19 $204 - $228
1.05K $231K
Natwest Group PLC
4.32K
+ 0.89%
N/A
487K $0
PIZ
Invesco Exchange Traded Fd Tr
45.4K
New
N/A
45.4K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
26.1K
+ 102.31%
N/A
51.5K $0
Ishares Tr
45.3K
New
N/A
45.3K $0
Lazard Inc
16.2K
New
N/A
16.2K $0
MAA
Mid America Apartment Communities Inc.

Real Estate
638
+ 12.56%
$145.91 - $168.0 $93.1K - $107K
5.72K $846K
ALL
Allstate Corp

Financial Services
534
+ 2.51%
$180.53 - $212.64 $96.4K - $114K
21.8K $4.39M
XLE
Energy Sector Spdr

ETFs
138
+ 1.76%
$76.44 - $94.13 $10.5K - $13K
7.97K $675K
PGR
Progressive Corp

Financial Services
429
+ 2.99%
$255.27 - $288.74 $110K - $124K
14.8K $3.94M
MSI
Motorola Solutions, Inc.

Technology
573
+ 2.21%
$394.72 - $440.39 $226K - $252K
26.5K $11.1M
TMUS
T Mobile Us, Inc.

Communication Services
566
+ 3.79%
$220.99 - $268.54 $125K - $152K
15.5K $3.69M
PG
Procter & Gamble CO

Consumer Defensive
630
+ 1.76%
$157.66 - $172.39 $99.3K - $109K
36.4K $5.8M
AFL
Aflac Inc

Financial Services
389
+ 0.49%
$99.77 - $112.45 $38.8K - $43.7K
80.3K $8.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
169
+ 1.37%
$483.48 - $539.8 $81.7K - $91.2K
12.5K $6.08M
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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