Consolidated Planning Corp Incresed Positions in Q3 2024

Consolidated Planning Corp

  • $605 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
57.4K
+ 2059.6%
$76.67 - $87.62 $4.4M - $5.03M
60.2K $4.69M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
152K
+ 6.62%
$10.46 - $12.45 $1.59M - $1.9M
2.45M $29M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
54.3K
+ 24.88%
$39.15 - $46.02 $2.13M - $2.5M
273K $12.5M
HD
Home Depot, Inc.

Consumer Cyclical
1.95K
+ 7.27%
$333.64 - $405.2 $651K - $791K
28.8K $11.7M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
22.2K
+ 4.28%
$34.88 - $39.23 $775K - $871K
541K $20.8M
CGXU
Capital Group Intl Focus Equit

ETFs
25.5K
+ 2.2%
$24.27 - $27.46 $619K - $701K
1.18M $31.9M
MSI
Motorola Solutions, Inc.

Technology
2.06K
+ 10.87%
$385.65 - $450.49 $793K - $927K
21K $9.43M
AAPL
Apple Inc.

Technology
1.91K
+ 2.65%
$207.23 - $234.82 $395K - $448K
74K $17.2M
COST
Costco Wholesale Corp

Consumer Defensive
1.88K
+ 33.43%
$801.83 - $917.05 $1.5M - $1.72M
7.49K $6.64M
LLY
Eli Lilly & CO

Healthcare
2.06K
+ 64.34%
$772.14 - $960.02 $1.59M - $1.97M
5.25K $4.65M
TT
Trane Technologies PLC

Industrials
2.28K
+ 20.97%
$314.21 - $388.71 $717K - $887K
13.2K $5.12M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
18.3K
+ 22.81%
$61.47 - $67.36 $1.12M - $1.23M
98.3K $6.61M
META
Meta Platforms, Inc.

Communication Services
1.19K
+ 10.05%
$453.41 - $572.44 $537K - $678K
13K $7.43M
NFLX
Netflix Inc

Communication Services
1.82K
+ 36.83%
$598.55 - $722.26 $1.09M - $1.31M
6.75K $4.79M
WELL
Welltower Inc.

Real Estate
2.32K
+ 5.34%
$104.0 - $129.74 $241K - $301K
45.8K $5.86M
ERIE
Erie Indemnity CO

Financial Services
2.1K
+ 230.69%
$356.56 - $544.84 $748K - $1.14M
3.01K $1.62M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
8.92K
+ 5.84%
$56.83 - $62.44 $507K - $557K
162K $10.1M
AVGO
Broadcom Inc.

Technology
68.9K
+ 927.86%
$136.27 - $1745.86 $9.39M - $120M
76.3K $13.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.61K
+ 5.58%
$175.46 - $203.3 $634K - $735K
68.4K $13.9M
VIG
Vanguard Dividend Appreciation

ETFs
6.44K
+ 25.04%
$182.15 - $182.15 $1.17M - $1.17M
32.2K $5.86M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
21.9K
+ 26.27%
$50.52 - $50.95 $1.1M - $1.11M
105K $5.35M
JCI
Johnson Controls International PLC

Industrials
2.97K
+ 3.87%
$65.52 - $77.61 $195K - $231K
79.6K $6.18M
EVR
Evercore Inc.

Financial Services
3.45K
+ 151.18%
$211.0 - $258.67 $729K - $893K
5.74K $1.45M
FNDX
Schwab Fundamental U S Large C

ETFs
281
+ 0.14%
$65.36 - $71.76 $18.4K - $20.2K
199K $14.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.96K
+ 14.42%
$136.93 - $162.81 $406K - $482K
23.5K $3.78M
V
Visa Inc.

Financial Services
2.75K
+ 21.63%
$253.74 - $291.56 $698K - $802K
15.5K $4.25M
JPM
Jpmorgan Chase & CO

Financial Services
2.1K
+ 3.77%
$194.9 - $224.8 $408K - $471K
57.6K $12.1M
ISRG
Intuitive Surgical Inc

Healthcare
1.2K
+ 17.36%
$416.14 - $494.01 $499K - $592K
8.1K $3.98M
KMI
Kinder Morgan, Inc.

Energy
5.47K
+ 1.89%
$19.72 - $22.22 $108K - $122K
295K $6.51M
STE
Steris PLC

Healthcare
1.76K
+ 12.57%
$213.51 - $247.14 $375K - $434K
15.7K $3.82M
SPGI
S&P Global Inc.

Financial Services
484
+ 7.0%
$446.32 - $527.38 $216K - $255K
7.4K $3.82M
WMB
Williams Companies, Inc.

Energy
8.34K
+ 8.76%
$41.24 - $46.22 $344K - $386K
104K $4.73M
FIX
Comfort Systems Usa Inc

Industrials
1.31K
+ 69.13%
$292.14 - $396.82 $383K - $521K
3.21K $1.25M
UNP
Union Pacific Corp

Industrials
750
+ 3.1%
$221.78 - $256.09 $166K - $192K
24.9K $6.14M
VZ
Verizon Communications Inc

Communication Services
13.5K
+ 245.19%
$38.89 - $45.0 $527K - $609K
19.1K $856K
AMGN
Amgen Inc

Healthcare
1.84K
+ 273.7%
$309.38 - $337.38 $570K - $621K
2.52K $810K
BSX
Boston Scientific Corp

Healthcare
3.43K
+ 7.74%
$72.96 - $84.0 $250K - $288K
47.8K $4M
ETN
Eaton Corp PLC

Industrials
463
+ 1.97%
$272.52 - $333.02 $126K - $154K
23.9K $7.93M
SYF
Synchrony Financial

Financial Services
2.81K
+ 2.56%
$43.77 - $52.22 $123K - $147K
113K $5.62M
VLO
Valero Energy Corp

Energy
3.24K
+ 180.94%
$132.81 - $163.48 $430K - $529K
5.03K $678K
FISV
Fiserv Inc

Technology
3.06K
+ 15.79%
N/A
22.5K $2.81M
PSX
Phillips 66

Energy
2.72K
+ 93.6%
$125.0 - $147.17 $340K - $400K
5.63K $739K
GD
General Dynamics Corp

Industrials
267
+ 1.31%
$279.51 - $308.09 $74.6K - $82.3K
20.6K $6.23M
MSFT
Microsoft Corp

Technology
2.04K
+ 6.01%
$395.15 - $467.56 $807K - $954K
36K $15.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 3.37%
$517.38 - $573.86 $106K - $118K
6.3K $3.61M
GPC
Genuine Parts CO

Consumer Cyclical
1.98K
+ 31.12%
$131.04 - $147.11 $260K - $291K
8.35K $1.17M
KO
Coca Cola CO

Consumer Defensive
452
+ 1.49%
$62.69 - $73.01 $28.3K - $33K
30.8K $2.22M
SO
Southern CO

Utilities
304
+ 1.57%
$77.0 - $90.52 $23.4K - $27.5K
19.7K $1.77M
TJX
Tjx Companies Inc

Consumer Cyclical
80
+ 0.25%
$107.93 - $120.23 $8.63K - $9.62K
31.9K $3.75M
Activity Summary
Buys All Purchases 122 New Holdings 39 Increased Positions 83 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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