Consolidated Planning Corp Sells in Q3 2024

Consolidated Planning Corp

  • $605 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-108K
- 93.9%
$44.74 - $53.22 $4.82M - $5.73M
6.99K $371K
IEFA
Ishares Tr

ETFs
-41.6K
- 78.59%
$70.09 - $78.74 $2.92M - $3.28M
11.3K $884K
NVDA
Nvidia Corp

Technology
-19.3K
- 22.99%
$98.91 - $134.91 $1.91M - $2.61M
64.8K $7.87M
VO
Vanguard Mid Cap ETF

ETFs
-8.57K
- 79.08%
$237.84 - $263.83 $2.04M - $2.26M
2.27K $598K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-22.4K
- 25.94%
$105.53 - $118.34 $2.36M - $2.65M
63.9K $7.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-28.3K
- 63.7%
$57.32 - $62.65 $1.62M - $1.77M
16.1K $1.01M
IEMG
Ishares Inc

ETFs
-25.7K
- 80.93%
$53.64 - $53.64 $1.38M - $1.38M
6.06K $325K
RDVY
First Trust Rising Dividend Ac

ETFs
-24.5K
- 83.95%
$53.68 - $59.24 $1.32M - $1.45M
4.69K $277K
MRK
Merck & Co., Inc.

Healthcare
-1.23K
- 2.48%
$111.15 - $128.97 $137K - $159K
48.4K $5.49M
FANG
Diamondback Energy, Inc.

Energy
-576
- 3.32%
$168.46 - $210.94 $97K - $122K
16.8K $2.89M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-13.1K
- 11.69%
$56.04 - $62.2 $734K - $815K
99K $6.15M
HUBB
Hubbell Inc

Industrials
-1.39K
- 38.29%
$355.55 - $428.48 $494K - $595K
2.24K $958K
DDS
Dillard'S, Inc.

Consumer Cyclical
-639
- 51.78%
$332.23 - $468.58 $212K - $299K
595 $228K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.54K
- 8.88%
$178.94 - $207.0 $276K - $319K
15.8K $3.17M
CMCSA
Comcast Corp

Communication Services
-6.01K
- 47.29%
$37.33 - $41.78 $224K - $251K
6.7K $279K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-413
- 35.54%
$386.81 - $423.12 $160K - $175K
749 $316K
FNDF
Schwab Fundamental Intl Large

ETFs
-4.32K
- 15.55%
$33.67 - $37.71 $146K - $163K
23.5K $877K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.18K
- 4.04%
$49.7 - $56.11 $58.7K - $66.3K
28K $1.54M
STLD
Steel Dynamics Inc

Basic Materials
-659
- 28.65%
N/A
1.64K $160K
UPS
United Parcel Service Inc

Industrials
-440
- 21.04%
$123.32 - $147.38 $54.3K - $64.8K
1.65K $225K
PG
Procter & Gamble CO

Consumer Defensive
-523
- 13.48%
$160.76 - $177.82 $84.1K - $93K
3.36K $581K
RJF
Raymond James Financial Inc

Financial Services
-288
- 3.38%
$106.39 - $125.13 $30.6K - $36K
8.23K $1.01M
XLE
Energy Sector Spdr

ETFs
-191
- 2.34%
$84.35 - $93.39 $16.1K - $17.8K
7.97K $699K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.01K
- 9.5%
$77.02 - $85.06 $232K - $256K
28.7K $2.42M
FDVV
Fidelity High Dividend ETF

ETFs
-2.79K
- 10.35%
$46.26 - $50.65 $129K - $141K
24.1K $1.22M
ACN
Accenture PLC

Technology
-264
- 21.38%
$295.44 - $355.81 $78K - $93.9K
971 $343K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-2.9K
- 6.51%
$15.71 - $17.51 $45.6K - $50.8K
41.7K $722K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.06K
- 6.47%
$38.49 - $41.61 $40.7K - $44K
15.3K $633K
VTI
Vanguard Total Stock Market Et

ETFs
-192
- 8.49%
$255.18 - $283.2 $49K - $54.4K
2.07K $585K
LHX
L3 Harris Technologies, Inc.

Industrials
-148
- 11.0%
$221.96 - $243.27 $32.9K - $36K
1.2K $284K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.79K
- 5.53%
$101.72 - $112.94 $283K - $315K
47.6K $5.38M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-17
- 2.17%
$285.48 - $330.24 $4.85K - $5.61K
766 $246K
YUM
Yum Brands Inc

Consumer Cyclical
-95
- 4.89%
$125.95 - $139.96 $12K - $13.3K
1.85K $258K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-755
- 5.16%
$475.2 - $527.7 $359K - $398K
13.9K $7.32M
DUK
Duke Energy Corp

Utilities
-258
- 10.56%
$99.35 - $117.71 $25.6K - $30.4K
2.19K $251K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-200
- 3.99%
$91.9 - $103.31 $18.4K - $20.7K
4.82K $497K
PEP
Pepsico Inc

Consumer Defensive
-25
- 0.71%
$161.9 - $179.3 $4.05K - $4.48K
3.49K $593K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-283
- 3.9%
$50.02 - $54.5 $14.2K - $15.4K
6.97K $379K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-262
- 3.56%
$162.64 - $179.3 $42.6K - $47K
7.1K $1.27M
ABT
Abbott Laboratories

Healthcare
-30
- 1.32%
$100.07 - $118.13 $3K - $3.54K
2.24K $254K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-946
- 5.5%
$46.17 - $51.13 $43.7K - $48.4K
16.3K $831K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.13K
- 3.27%
$54.98 - $59.51 $62K - $67.1K
33.4K $1.99M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-328
- 1.79%
$54.33 - $59.01 $17.8K - $19.4K
18K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
-185
- 8.51%
$488.01 - $604.18 $90.3K - $112K
1.99K $1.16M
LMT
Lockheed Martin Corp

Industrials
-26
- 4.28%
$460.3 - $584.56 $12K - $15.2K
582 $340K
MCD
Mcdonalds Corp

Consumer Cyclical
-214
- 7.13%
$245.82 - $304.51 $52.6K - $65.2K
2.79K $848K
JNJ
Johnson & Johnson

Healthcare
-14
- 0.23%
$145.48 - $167.38 $2.04K - $2.34K
6.1K $987K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-620
- 2.84%
$83.76 - $91.82 $51.9K - $56.9K
21.2K $1.94M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-99
- 0.74%
$332.02 - $382.76 $32.9K - $37.9K
13.3K $4.99M
Activity Summary
Buys All Purchases 122 New Holdings 39 Increased Positions 83 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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