Consolidated Planning Corp Incresed Positions in Q3 2025

Consolidated Planning Corp

  • $845 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
CME
Cme Group Inc.

Financial Services
24.8K
+ 2710.82%
$258.83 - $287.1 $6.42M - $7.12M
25.7K $6.95M
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
ORCL
Oracle Corp

Technology
8.44K
+ 83.25%
$218.96 - $328.33 $1.85M - $2.77M
18.6K $5.22M
GOOGL
Alphabet Inc.

Communication Services
1.35K
+ 4.15%
$174.36 - $254.72 $235K - $343K
33.8K $8.22M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
12.3K
+ 3.93%
$42.88 - $49.1 $527K - $604K
325K $15.7M
IBM
International Business Machines Corp

Technology
8.26K
+ 31.25%
$234.77 - $292.47 $1.94M - $2.42M
34.7K $9.79M
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
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
PKG
Packaging Corp Of America

Consumer Cyclical
4.24K
+ 87.13%
$191.41 - $220.25 $811K - $934K
9.1K $1.98M
GLW
Corning Inc

Technology
1.52K
+ 5.0%
$51.6 - $82.03 $78.2K - $124K
31.8K $2.61M
RTX
Raytheon Technologies Corp

Industrials
1.15K
+ 3.3%
$144.19 - $167.33 $166K - $193K
36K $6.03M
LMAT
Lemaitre Vascular Inc

Healthcare
9.29K
+ 92.07%
$79.77 - $100.33 $741K - $932K
19.4K $1.7M
TJX
Tjx Companies Inc

Consumer Cyclical
548
+ 1.54%
$121.35 - $144.54 $66.5K - $79.2K
36.2K $5.23M
AZO
Autozone Inc

Consumer Cyclical
32
+ 2.87%
$3649.42 - $4354.54 $117K - $139K
1.15K $4.92M
MDU
Mdu Resources Group Inc

Industrials
35.5K
+ 36.94%
$15.85 - $17.81 $562K - $632K
131K $2.34M
NI
Nisource Inc.

Utilities
6.59K
+ 6.18%
$39.0 - $43.33 $257K - $285K
113K $4.9M
WMB
Williams Companies, Inc.

Energy
8.44K
+ 7.39%
$56.52 - $64.01 $477K - $541K
123K $7.78M
BALT
Innovator Etfs Tr
9.9K
+ 2.7%
$32.11 - $32.82 $318K - $325K
377K $12.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
64
+ 0.61%
$546.99 - $602.2 $35K - $38.5K
10.5K $6.29M
SYF
Synchrony Financial

Financial Services
390
+ 0.33%
$67.53 - $76.86 $26.3K - $30K
117K $8.35M
VZ
Verizon Communications Inc

Communication Services
11K
+ 24.43%
$40.84 - $45.06 $451K - $498K
56.3K $2.47M
COF
Capital One Financial Corp

Financial Services
1.99K
+ 22.88%
$207.29 - $229.74 $412K - $456K
10.7K $2.27M
MAA
Mid America Apartment Communities Inc.

Real Estate
3.34K
+ 58.41%
$138.38 - $153.2 $462K - $512K
9.06K $1.27M
DFUS
Dimensional ETF Tr U S Equity

ETFs
239
+ 0.36%
$67.01 - $72.84 $16K - $17.4K
65.9K $4.77M
ATR
Aptargroup, Inc.

Healthcare
4.01K
+ 49.44%
$130.82 - $161.82 $524K - $648K
12.1K $1.62M
IVV
Ishares Core S&P 500 ETF

ETFs
465
+ 90.47%
$620.67 - $670.08 $289K - $312K
979 $655K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
32
+ 0.2%
$225.11 - $247.9 $7.2K - $7.93K
16.1K $3.98M
AMZN
Amazon Com Inc

Consumer Cyclical
1.41K
+ 3.21%
$211.65 - $238.24 $299K - $337K
45.4K $9.97M
BMI
Badger Meter Inc

Technology
4.31K
+ 60.87%
$172.32 - $245.81 $743K - $1.06M
11.4K $2.04M
RMD
Resmed Inc

Healthcare
790
+ 15.56%
$252.01 - $293.73 $199K - $232K
5.87K $1.61M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.09K
+ 81.17%
$108.97 - $121.65 $228K - $254K
4.67K $563K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
98
+ 0.78%
$459.11 - $506.91 $45K - $49.7K
12.6K $6.34M
RSP
Invesco S&P 500 Equal Weight E

ETFs
419
+ 2.04%
$181.56 - $190.33 $76.1K - $79.7K
21K $3.98M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.92K
+ 3.49%
$50.53 - $50.82 $198K - $199K
116K $5.91M
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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