Consolidated Planning Corp Purchases in Q1 2025

Consolidated Planning Corp

  • $637 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.93K
+ 3.16%
$65.49 - $74.67 $192K - $219K
95.8K $6.86M
ENSG
Ensign Group, Inc

Healthcare
3.74K
+ 70.14%
$125.4 - $148.86 $469K - $557K
9.07K $1.17M
KMI
Kinder Morgan, Inc.

Energy
4.47K
+ 1.51%
$26.1 - $31.22 $117K - $139K
301K $8.58M
RGA
Reinsurance Group Of America Inc

Financial Services
2.61K
+ 67.62%
$186.01 - $231.1 $486K - $604K
6.48K $1.27M
CBT
Cabot Corp

Basic Materials
4.2K
+ 80.43%
$81.12 - $92.51 $341K - $389K
9.43K $784K
NFLX
Netflix Inc

Communication Services
21
+ 0.31%
$828.4 - $1058.6 $17.4K - $22.2K
6.8K $6.34M
WMT
Walmart Inc.

Consumer Defensive
6.36K
+ 6.04%
$84.5 - $105.05 $537K - $668K
112K $9.8M
JCI
Johnson Controls International PLC

Industrials
2.15K
+ 2.62%
$76.12 - $90.6 $163K - $195K
84.2K $6.74M
TJX
Tjx Companies Inc

Consumer Cyclical
1.84K
+ 5.62%
$112.81 - $126.16 $208K - $232K
34.6K $4.21M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
7.04K
+ 62.34%
$61.31 - $83.44 $431K - $587K
18.3K $1.12M
FLO
Flowers Foods Inc

Consumer Defensive
11.7K
New
$18.05 - $20.78 $212K - $244K
11.7K $223K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.22K
+ 3.91%
$50.48 - $51.04 $213K - $215K
112K $5.68M
GILD
Gilead Sciences, Inc.

Healthcare
1.85K
New
$89.14 - $117.41 $165K - $217K
1.85K $207K
ESS
Essex Property Trust, Inc.

Real Estate
749
+ 35.96%
N/A
2.83K $772K
DDS
Dillard'S, Inc.

Consumer Cyclical
810
+ 53.5%
$353.25 - $508.77 $286K - $412K
2.32K $832K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
5.17K
+ 2.9%
$25.44 - $25.58 $131K - $132K
183K $4.68M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.09K
+ 1.29%
$27.01 - $28.54 $29.5K - $31.2K
85.5K $2.39M
FISV
Fiserv Inc

Technology
639
+ 2.8%
N/A
23.4K $2.93M
FNDF
Schwab Fundamental Intl Large

ETFs
277
+ 1.19%
$32.9 - $37.45 $9.11K - $10.4K
23.6K $853K
ISRG
Intuitive Surgical Inc

Healthcare
562
+ 6.83%
$476.63 - $610.45 $268K - $343K
8.79K $4.35M
FIX
Comfort Systems Usa Inc

Industrials
1.63K
+ 34.06%
$313.26 - $550.27 $510K - $896K
6.41K $2.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
59
+ 1.12%
$74.85 - $84.89 $4.42K - $5.01K
5.32K $434K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.41K
+ 17.61%
$32.49 - $37.99 $45.9K - $53.7K
9.44K $316K
WFC
Wells Fargo & Company

Financial Services
100
+ 2.43%
$66.78 - $81.42 $6.68K - $8.14K
4.21K $302K
FDVV
Fidelity High Dividend ETF

ETFs
296
+ 1.3%
$48.86 - $52.28 $14.5K - $15.5K
23.1K $1.15M
NEE
Nextera Energy Inc

Utilities
69
+ 1.68%
$66.96 - $76.16 $4.62K - $5.26K
4.19K $296K
Pacer Fds Tr
102K
New
N/A
102K $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
460
+ 2.97%
$48.02 - $53.02 $22.1K - $24.4K
16K $790K
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.25%
$185.78 - $198.58 $557 - $596
1.23K $233K
Natwest Group PLC
483K
New
N/A
483K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
5.16K
+ 25.4%
N/A
25.5K $0
J P Morgan Exchange Traded F
2.56K
+ 11.64%
N/A
24.5K $0
J P Morgan Exchange Traded F
23.2K
+ 5.17%
N/A
471K $0
Celestica Inc
42.7K
New
N/A
42.7K $0
VTI
Vanguard Total Stock Market Et

ETFs
70
+ 3.08%
$271.18 - $303.12 $19K - $21.2K
2.35K $644K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.25K
+ 5.23%
$113.22 - $126.36 $141K - $158K
25.1K $2.88M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.48%
$222.66 - $268.42 $1.78K - $2.15K
1.66K $387K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
255
+ 1.9%
$57.21 - $65.8 $14.6K - $16.8K
13.7K $798K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.07K
+ 10.62%
$158.1 - $217.71 $168K - $232K
11.1K $1.75M
META
Meta Platforms, Inc.

Communication Services
102
+ 0.76%
$576.36 - $736.67 $58.8K - $75.1K
13.5K $7.75M
RJF
Raymond James Financial Inc

Financial Services
19
+ 0.24%
$137.62 - $172.64 $2.61K - $3.28K
8.08K $1.12M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
6.02K
+ 3.4%
$58.11 - $65.29 $350K - $393K
183K $10.9M
EVR
Evercore Inc.

Financial Services
2.26K
+ 26.84%
$190.28 - $291.27 $431K - $659K
10.7K $2.14M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
602
+ 0.86%
$196.12 - $229.48 $118K - $138K
70.7K $14.3M
TSLA
Tesla, Inc.

Consumer Cyclical
542
+ 20.66%
$222.15 - $428.22 $120K - $232K
3.17K $820K
GOOGL
Alphabet Inc.

Communication Services
4.32K
+ 15.87%
$154.33 - $206.19 $667K - $892K
31.6K $4.88M
AMZN
Amazon Com Inc

Consumer Cyclical
964
+ 2.3%
$190.26 - $242.06 $183K - $233K
42.9K $8.16M
SYF
Synchrony Financial

Financial Services
1.4K
+ 1.24%
$51.9 - $70.63 $72.6K - $98.7K
115K $6.06M
AAPL
Apple Inc.

Technology
3.79K
+ 4.93%
$209.68 - $247.1 $795K - $937K
80.8K $17.9M
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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