Consolidated Planning Corp Incresed Positions in Q1 2025

Consolidated Planning Corp

  • $637 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
72.7K
+ 325.66%
$87.68 - $94.52 $6.37M - $6.87M
95K $8.9M
RTX
Raytheon Technologies Corp

Industrials
31.8K
+ 1085.5%
$114.1 - $135.66 $3.63M - $4.32M
34.8K $4.6M
ALL
Allstate Corp

Financial Services
20K
+ 1639.44%
$180.99 - $210.18 $3.63M - $4.21M
21.3K $4.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
56.6K
+ 56.14%
$65.27 - $71.18 $3.69M - $4.03M
157K $10.4M
DGRO
Ishares Core Dividend Growth E

ETFs
46.6K
+ 230.5%
$60.46 - $64.42 $2.82M - $3M
66.9K $4.13M
WLY
John Wiley & Sons, Inc.

Communication Services
56.9K
+ 565.29%
$37.91 - $46.73 $2.16M - $2.66M
67K $2.99M
RSP
Invesco S&P 500 Equal Weight E

ETFs
14.5K
+ 224.48%
$169.43 - $182.84 $2.45M - $2.65M
20.9K $3.62M
HTAB
Hartford Fds Exchange Traded

ETFs
130K
+ 30.65%
$18.95 - $19.6 $2.47M - $2.56M
556K $10.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
4.34K
+ 417.1%
$378.71 - $442.54 $1.64M - $1.92M
5.38K $2.34M
WELL
Welltower Inc.

Real Estate
3.45K
+ 7.41%
$124.05 - $156.86 $428K - $541K
50K $7.66M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
65K
+ 3.25%
$9.44 - $10.68 $614K - $694K
2.06M $21.2M
MSI
Motorola Solutions, Inc.

Technology
4.16K
+ 19.1%
$411.73 - $482.1 $1.71M - $2.01M
25.9K $11.4M
AMGN
Amgen Inc

Healthcare
3.63K
+ 207.43%
$258.59 - $327.36 $938K - $1.19M
5.38K $1.68M
SPGI
S&P Global Inc.

Financial Services
2.02K
+ 26.59%
$478.26 - $543.77 $967K - $1.1M
9.62K $4.89M
VZ
Verizon Communications Inc

Communication Services
21.3K
+ 107.01%
$37.81 - $46.49 $804K - $988K
41.1K $1.86M
ORCL
Oracle Corp

Technology
7.96K
+ 251.8%
$139.81 - $186.47 $1.11M - $1.48M
11.1K $1.56M
WMB
Williams Companies, Inc.

Energy
7.24K
+ 6.87%
$54.02 - $61.09 $391K - $442K
113K $6.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
97
+ 0.79%
$442.66 - $534.52 $42.9K - $51.8K
12.3K $6.57M
IBM
International Business Machines Corp

Technology
1.04K
+ 4.17%
$217.4 - $264.74 $226K - $275K
26K $6.45M
PEG
Public Service Enterprise Group Inc

Utilities
11.4K
+ 203.41%
$78.2 - $90.39 $890K - $1.03M
17K $1.4M
PGR
Progressive Corp

Financial Services
1.03K
+ 7.76%
$235.61 - $291.22 $243K - $301K
14.3K $4.06M
AFL
Aflac Inc

Financial Services
1.87K
+ 2.4%
$100.99 - $111.19 $189K - $208K
79.9K $8.88M
TT
Trane Technologies PLC

Industrials
3.54K
+ 24.82%
$332.0 - $400.86 $1.17M - $1.42M
17.8K $5.99M
PG
Procter & Gamble CO

Consumer Defensive
3.54K
+ 10.97%
$158.56 - $176.26 $561K - $623K
35.8K $6.09M
ICE
Intercontinental Exchange, Inc.

Financial Services
698
+ 2.89%
$142.8 - $176.36 $99.7K - $123K
24.9K $4.29M
BSX
Boston Scientific Corp

Healthcare
407
+ 0.83%
$89.38 - $106.18 $36.4K - $43.2K
49.2K $4.96M
QCOM
Qualcomm Inc

Technology
3.8K
+ 61.48%
$151.94 - $175.86 $578K - $669K
9.99K $1.53M
MA
Mastercard Inc

Financial Services
756
+ 9.91%
$504.67 - $576.31 $382K - $436K
8.39K $4.6M
JPM
Jpmorgan Chase & CO

Financial Services
792
+ 1.35%
$225.19 - $279.95 $178K - $222K
59.4K $14.6M
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
FNDX
Schwab Fundamental U S Large C

ETFs
12.9K
+ 1.52%
$23.03 - $25.01 $297K - $322K
859K $20.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.22K
+ 3.91%
$50.48 - $51.04 $213K - $215K
112K $5.68M
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
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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