Consolidated Planning Corp Incresed Positions in Q3 2025

Consolidated Planning Corp

  • $845 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
260
+ 32.62%
$625.65 - $812.69 $163K - $211K
1.06K $806K
BAC
Bank Of America Corp

Financial Services
2.82K
+ 38.21%
$44.92 - $52.42 $127K - $148K
10.2K $526K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.77K
+ 12.91%
$62.09 - $66.51 $110K - $118K
15.5K $1.01M
PWV
Invesco Exchange Traded Fd Tr

ETFs
1.58K
+ 9.72%
$61.22 - $65.41 $96.7K - $103K
17.8K $1.16M
QUAL
Ishares Msci Usa Quality Facto

ETFs
335
+ 4.53%
$182.33 - $194.5 $61.1K - $65.2K
7.72K $1.5M
MCD
Mcdonalds Corp

Consumer Cyclical
422
+ 21.57%
$291.67 - $316.99 $123K - $134K
2.38K $722K
MA
Mastercard Inc

Financial Services
155
+ 1.79%
$550.18 - $598.96 $85.3K - $92.8K
8.81K $5.01M
IEFA
Ishares Tr

ETFs
1.15K
+ 13.57%
$81.7 - $87.53 $93.6K - $100K
9.59K $837K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3.61K
+ 2.2%
$25.39 - $25.57 $91.6K - $92.3K
167K $4.28M
XLE
Energy Sector Spdr

ETFs
456
+ 5.73%
$84.25 - $91.99 $38.4K - $41.9K
8.42K $752K
NEE
Nextera Energy Inc

Utilities
726
+ 19.99%
$69.77 - $77.54 $50.7K - $56.3K
4.36K $328K
PEP
Pepsico Inc

Consumer Defensive
368
+ 12.75%
$133.81 - $152.16 $49.2K - $56K
3.25K $456K
LOW
Lowes Companies Inc

Consumer Cyclical
94
+ 5.66%
$215.01 - $273.02 $20.2K - $25.7K
1.75K $440K
ABBV
Abb Vie Inc.

Healthcare
24
+ 1.84%
$184.85 - $231.54 $4.44K - $5.56K
1.33K $307K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
78
+ 10.53%
$435.72 - $463.74 $34K - $36.2K
819 $379K
V
Visa Inc.

Financial Services
243
+ 10.69%
$332.09 - $358.86 $80.7K - $87.2K
2.52K $859K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
643
+ 6.48%
$35.42 - $38.65 $22.8K - $24.9K
10.6K $401K
VUG
Vanguard Growth ETF

ETFs
38
+ 4.91%
$433.97 - $484.08 $16.5K - $18.4K
812 $389K
MRK
Merck & Co., Inc.

Healthcare
375
+ 11.15%
$77.6 - $87.37 $29.1K - $32.8K
3.74K $313K
UNH
Unitedhealth Group Inc

Healthcare
42
+ 5.0%
$237.77 - $353.61 $9.99K - $14.9K
882 $304K
AXP
American Express CO

Financial Services
37
+ 2.59%
$294.27 - $342.31 $10.9K - $12.7K
1.46K $485K
IVE
Ishares S&P 500 Value ETF

ETFs
59
+ 4.93%
$194.44 - $206.51 $11.5K - $12.2K
1.26K $259K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
70
+ 3.72%
$122.57 - $132.57 $8.58K - $9.28K
1.95K $252K
VIG
Vanguard Dividend Appreciation

ETFs
96
+ 0.3%
N/A
32.4K $5.9M
WFC
Wells Fargo & Company

Financial Services
18
+ 0.43%
$77.05 - $85.16 $1.39K - $1.53K
4.23K $354K
GILD
Gilead Sciences, Inc.

Healthcare
98
+ 5.29%
$108.22 - $120.47 $10.6K - $11.8K
1.95K $216K
IEMG
Ishares Inc

ETFs
78
+ 1.76%
N/A
4.5K $241K
Natwest Group PLC
4.68K
+ 0.96%
N/A
492K $0
J P Morgan Exchange Traded F
5.8K
+ 24.0%
N/A
30K $0
PIZ
Invesco Exchange Traded Fd Tr
72
+ 0.16%
N/A
45.4K $0
J P Morgan Exchange Traded F
18.2K
+ 5.96%
N/A
324K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
6.48K
+ 12.58%
N/A
58K $0
PAYX
Paychex Inc

Industrials
6
+ 0.31%
$126.69 - $147.99 $760 - $888
1.96K $248K
WM
Waste Management Inc

Industrials
614
+ 2.44%
$213.88 - $237.1 $131K - $146K
25.8K $5.7M
SPGI
S&P Global Inc.

Financial Services
301
+ 3.03%
$484.94 - $564.15 $146K - $170K
10.2K $4.97M
ICE
Intercontinental Exchange, Inc.

Financial Services
205
+ 0.8%
$167.28 - $188.45 $34.3K - $38.6K
25.7K $4.33M
BSX
Boston Scientific Corp

Healthcare
285
+ 0.57%
$97.03 - $108.14 $27.7K - $30.8K
50.6K $4.94M
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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