Consolidated Planning Corp Reduced Holdings in Q1 2025

Consolidated Planning Corp

  • $637 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-17.4K
- 88.71%
$507.05 - $563.67 $8.83M - $9.82M
2.22K $1.14M
AVGO
Broadcom Inc.

Technology
-11.5K
- 13.74%
$167.43 - $244.7 $1.93M - $2.82M
72.3K $12.1M
MSFT
Microsoft Corp

Technology
-11.6K
- 27.93%
$375.39 - $447.2 $4.36M - $5.19M
29.9K $11.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-9.71K
- 55.65%
$551.42 - $612.93 $5.35M - $5.95M
7.74K $4.33M
CAT
Caterpillar Inc

Industrials
-11.5K
- 32.78%
$326.75 - $407.63 $3.77M - $4.7M
23.6K $7.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-14.5K
- 46.96%
$192.82 - $222.1 $2.79M - $3.22M
16.4K $3.16M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-8.89K
- 92.02%
$307.43 - $357.48 $2.73M - $3.18M
771 $238K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-20.4K
- 81.17%
$120.29 - $134.6 $2.45M - $2.74M
4.72K $576K
CGXU
Capital Group Intl Focus Equit

ETFs
-81.3K
- 6.67%
$24.48 - $26.59 $1.99M - $2.16M
1.14M $27.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-26.4K
- 27.34%
$59.61 - $66.71 $1.57M - $1.76M
70.1K $4.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.89K
- 15.8%
$102.49 - $119.96 $1.01M - $1.19M
52.7K $5.51M
ADI
Analog Devices Inc

Technology
-7.38K
- 88.07%
$201.56 - $243.82 $1.49M - $1.8M
999 $201K
HD
Home Depot, Inc.

Consumer Cyclical
-1.99K
- 6.68%
$347.25 - $424.87 $690K - $844K
27.7K $10.2M
COST
Costco Wholesale Corp

Consumer Defensive
-1.41K
- 16.12%
$890.62 - $1076.86 $1.26M - $1.52M
7.36K $6.96M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-29.8K
- 4.78%
$39.61 - $42.65 $1.18M - $1.27M
593K $24.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-454
- 3.42%
$360.07 - $417.26 $163K - $189K
12.8K $4.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-316
- 2.96%
$468.34 - $539.52 $148K - $170K
10.4K $4.86M
JNJ
Johnson & Johnson

Healthcare
-4.32K
- 44.61%
$142.06 - $167.7 $614K - $725K
5.37K $890K
ERIE
Erie Indemnity CO

Financial Services
-1.04K
- 23.39%
$377.62 - $450.61 $394K - $470K
3.42K $1.43M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-84
- 0.21%
$89.18 - $104.04 $7.49K - $8.74K
40.6K $3.71M
UNH
Unitedhealth Group Inc

Healthcare
-594
- 30.32%
$461.52 - $548.18 $274K - $326K
1.37K $714K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3
- 0.01%
$108.02 - $120.45 $324 - $361
48.3K $5.32M
ITW
Illinois Tool Works Inc

Industrials
-723
- 36.08%
$244.9 - $274.48 $177K - $198K
1.28K $317K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-427
- 1.51%
$51.45 - $58.51 $22K - $25K
27.9K $1.44M
GPC
Genuine Parts CO

Consumer Cyclical
-1.17K
- 15.66%
$115.91 - $129.02 $136K - $151K
6.31K $751K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-3.74K
- 17.59%
$15.97 - $18.5 $59.7K - $69.1K
17.5K $283K
PSX
Phillips 66

Energy
-1.72K
- 12.9%
$113.93 - $131.55 $196K - $226K
11.6K $1.43M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.03K
- 26.69%
$85.29 - $92.57 $87.7K - $95.2K
2.82K $256K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.35K
- 19.12%
$39.02 - $42.89 $52.5K - $57.7K
5.69K $224K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-1.66K
- 9.18%
$56.58 - $60.89 $93.6K - $101K
16.4K $974K
PEP
Pepsico Inc

Consumer Defensive
-273
- 7.87%
$142.64 - $156.42 $38.9K - $42.7K
3.2K $479K
ACN
Accenture PLC

Technology
-27
- 2.78%
$300.91 - $398.25 $8.12K - $10.8K
944 $294K
MRK
Merck & Co., Inc.

Healthcare
-4
- 0.08%
$83.01 - $101.02 $332 - $404
4.75K $426K
AXP
American Express CO

Financial Services
-17
- 1.18%
$255.39 - $325.87 $4.34K - $5.54K
1.43K $383K
BAC
Bank Of America Corp

Financial Services
-549
- 6.78%
$39.61 - $47.74 $21.7K - $26.2K
7.54K $314K
LMT
Lockheed Martin Corp

Industrials
-38
- 6.2%
$423.19 - $506.29 $16.1K - $19.2K
575 $256K
VIG
Vanguard Dividend Appreciation

ETFs
-196
- 0.6%
N/A
32.7K $5.95M
KLAC
Kla Corp

Technology
-223
- 9.3%
$636.62 - $777.63 $142K - $173K
2.18K $1.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-298
- 0.89%
$56.17 - $59.71 $16.7K - $17.8K
33.3K $1.9M
IWM
Ishares Russell 2000 ETF

ETFs
-10
- 0.85%
$198.1 - $229.79 $1.98K - $2.3K
1.16K $232K
IVW
Ishares S&P 500 Growth ETF

ETFs
-9
- 0.33%
$92.45 - $106.69 $832 - $960
2.69K $249K
ABT
Abbott Laboratories

Healthcare
-512
- 22.91%
$111.1 - $140.22 $56.9K - $71.8K
1.72K $228K
CSCO
Cisco Systems, Inc.

Technology
-530
- 10.15%
$58.74 - $64.87 $31.1K - $34.4K
4.69K $289K
VO
Vanguard Mid Cap ETF

ETFs
-22
- 1.28%
$251.87 - $277.95 $5.54K - $6.11K
1.7K $438K
LLY
Eli Lilly & CO

Healthcare
-95
- 8.0%
$725.72 - $929.72 $68.9K - $88.3K
1.09K $902K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-8
- 1.07%
$408.78 - $448.82 $3.27K - $3.59K
741 $311K
MCD
Mcdonalds Corp

Consumer Cyclical
-209
- 8.04%
$279.74 - $321.29 $58.5K - $67.1K
2.39K $746K
DUK
Duke Energy Corp

Utilities
-368
- 13.36%
$105.87 - $121.97 $39K - $44.9K
2.39K $291K
T Rowe Price ETF Inc
-35.7K
- 2.53%
N/A
1.38M $0
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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