Consolidated Planning Corp Reduced Holdings in Q3 2025

Consolidated Planning Corp

  • $845 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSI
Motorola Solutions, Inc.

Technology
-21.8K
- 82.27%
$408.73 - $490.3 $8.92M - $10.7M
4.7K $2.15M
AFL
Aflac Inc

Financial Services
-77.3K
- 96.24%
$98.09 - $111.7 $7.58M - $8.63M
3.02K $337K
SPY
Spdr S&P 500 ETF Trust

ETFs
-10.2K
- 58.02%
$617.65 - $666.84 $6.29M - $6.79M
7.37K $4.91M
HD
Home Depot, Inc.

Consumer Cyclical
-16.9K
- 58.43%
$357.4 - $423.42 $6.03M - $7.15M
12K $4.87M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-80.7K
- 50.94%
$70.77 - $73.59 $5.71M - $5.94M
77.7K $5.69M
PG
Procter & Gamble CO

Consumer Defensive
-32.5K
- 89.43%
$150.47 - $161.22 $4.9M - $5.25M
3.85K $590K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-11.6K
- 93.82%
$362.31 - $405.74 $4.21M - $4.72M
766 $308K
DGRO
Ishares Core Dividend Growth E

ETFs
-65.3K
- 93.72%
$64.12 - $68.08 $4.19M - $4.45M
4.38K $298K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.21K
- 80.13%
$567.77 - $614.76 $4.09M - $4.43M
1.79K $1.09M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-30.6K
- 89.51%
$101.12 - $106.18 $3.1M - $3.25M
3.59K $369K
TT
Trane Technologies PLC

Industrials
-4.19K
- 22.76%
$398.96 - $472.54 $1.67M - $1.98M
14.2K $6M
COST
Costco Wholesale Corp

Consumer Defensive
-1.49K
- 19.28%
$915.95 - $994.57 $1.37M - $1.49M
6.26K $5.79M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-197K
- 22.41%
$8.98 - $9.88 $1.77M - $1.95M
683K $6.65M
UNM
Unum Group

Financial Services
-19.5K
- 25.99%
$68.55 - $82.12 $1.34M - $1.6M
55.6K $4.32M
WLY
John Wiley & Sons, Inc.

Communication Services
-19.9K
- 26.14%
$37.89 - $43.52 $754K - $866K
56.2K $2.27M
NFLX
Netflix Inc

Communication Services
-22
- 0.32%
$1147.87 - $1297.18 $25.3K - $28.5K
6.87K $8.23M
PSX
Phillips 66

Energy
-8.34K
- 79.19%
$118.37 - $139.46 $987K - $1.16M
2.19K $298K
PEG
Public Service Enterprise Group Inc

Utilities
-6.48K
- 33.57%
$79.99 - $90.14 $518K - $584K
12.8K $1.07M
ADI
Analog Devices Inc

Technology
-1.77K
- 65.5%
$220.68 - $255.63 $391K - $453K
933 $229K
WSM
Williams Sonoma Inc

Consumer Cyclical
-3.54K
- 27.73%
$163.62 - $210.2 $579K - $744K
9.22K $1.8M
T
At&T Inc.

Communication Services
-777
- 0.25%
$26.94 - $29.62 $20.9K - $23K
308K $8.69M
KO
Coca Cola CO

Consumer Defensive
-1.38K
- 4.5%
$65.67 - $71.67 $90.6K - $98.9K
29.3K $1.94M
META
Meta Platforms, Inc.

Communication Services
-214
- 1.56%
$695.21 - $791.73 $149K - $169K
13.5K $9.91M
JNJ
Johnson & Johnson

Healthcare
-2.15K
- 33.49%
$155.17 - $185.42 $334K - $399K
4.27K $791K
RDVY
First Trust Rising Dividend Ac

ETFs
-2.07K
- 29.63%
$62.38 - $67.29 $129K - $139K
4.92K $330K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.1K
- 6.08%
$26.38 - $27.95 $134K - $142K
78.8K $2.15M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-643
- 8.81%
$87.29 - $93.61 $56.1K - $60.2K
6.66K $621K
APH
Amphenol Corp

Technology
-9.68K
- 20.73%
$97.39 - $125.4 $943K - $1.21M
37K $4.58M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-446
- 1.35%
$55.61 - $57.37 $24.8K - $25.6K
32.5K $1.86M
ITW
Illinois Tool Works Inc

Industrials
-94
- 10.12%
$252.31 - $269.41 $23.7K - $25.3K
835 $217K
VTI
Vanguard Total Stock Market Et

ETFs
-197
- 8.74%
$303.93 - $329.86 $59.9K - $65K
2.06K $674K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-1.29K
- 8.55%
$18.02 - $19.56 $23.2K - $25.2K
13.8K $265K
T Rowe Price ETF Inc
-130
- 0.01%
N/A
1.36M $0
Ishares Tr
-10.3K
- 22.65%
N/A
35.1K $0
Pacer Fds Tr
-806
- 0.81%
N/A
99.2K $0
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2
- 0.03%
$48.72 - $50.73 $97.4 - $101
6.99K $344K
EVR
Evercore Inc.

Financial Services
-1.87K
- 19.87%
$276.5 - $362.79 $517K - $678K
7.54K $2.54M
DUK
Duke Energy Corp

Utilities
-21
- 1.06%
$116.31 - $125.93 $2.44K - $2.64K
1.96K $242K
VO
Vanguard Mid Cap ETF

ETFs
-11
- 0.65%
$279.83 - $293.74 $3.08K - $3.23K
1.68K $494K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-207
- 1.29%
$50.02 - $53.28 $10.4K - $11K
15.8K $827K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-12
- 0.08%
$28.92 - $32.19 $347 - $386
14.4K $459K
FNDF
Schwab Fundamental Intl Large

ETFs
-590
- 2.55%
$39.84 - $43.15 $23.5K - $25.5K
22.5K $968K
FDVV
Fidelity High Dividend ETF

ETFs
-709
- 3.11%
$52.42 - $55.71 $37.2K - $39.5K
22.1K $1.23M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-184
- 0.65%
$53.81 - $57.52 $9.9K - $10.6K
28K $1.61M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.06K
- 2.7%
$98.53 - $107.1 $104K - $113K
38.1K $4M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-353
- 1.4%
$126.64 - $135.65 $44.7K - $47.9K
24.8K $3.37M
TSLA
Tesla, Inc.

Consumer Cyclical
-358
- 11.97%
$293.94 - $444.72 $105K - $159K
2.63K $1.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.18K
- 2.54%
$108.46 - $120.63 $128K - $142K
45.2K $5.37M
JCI
Johnson Controls International PLC

Industrials
-454
- 0.54%
$103.24 - $111.73 $46.9K - $50.7K
83.8K $9.22M
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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