Consolidated Planning Corp Sells in Q2 2025

Consolidated Planning Corp

  • $710 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-1.18M
- 57.36%
$8.91 - $10.66 $10.6M - $12.6M
880K $8.45M
AAPL
Apple Inc.

Technology
-18.1K
- 22.41%
$172.42 - $223.89 $3.12M - $4.05M
62.7K $12.9M
MSFT
Microsoft Corp

Technology
-16.8K
- 55.99%
$354.56 - $497.45 $5.94M - $8.34M
13.2K $6.55M
CAT
Caterpillar Inc

Industrials
-10.8K
- 45.61%
$273.94 - $388.21 $2.95M - $4.19M
12.9K $4.99M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-20.4K
- 21.47%
$85.42 - $94.39 $1.74M - $1.92M
74.6K $7M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-15.2K
- 12.83%
$45.89 - $47.6 $698K - $724K
103K $4.92M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-19.4K
- 10.59%
$24.96 - $25.5 $485K - $495K
164K $4.18M
AMGN
Amgen Inc

Healthcare
-997
- 18.54%
$262.28 - $309.85 $261K - $309K
4.38K $1.22M
UNH
Unitedhealth Group Inc

Healthcare
-525
- 38.46%
$274.35 - $599.47 $144K - $315K
840 $262K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.36K
- 12.07%
$90.56 - $109.49 $576K - $697K
46.3K $5.07M
LLY
Eli Lilly & CO

Healthcare
-296
- 27.08%
$713.71 - $898.95 $211K - $266K
797 $621K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-252
- 1.38%
$45.71 - $61.66 $11.5K - $15.5K
18.1K $871K
PKG
Packaging Corp Of America

Consumer Cyclical
-816
- 14.36%
$175.97 - $201.36 $144K - $164K
4.87K $916K
KO
Coca Cola CO

Consumer Defensive
-2.18K
- 6.65%
$68.37 - $73.9 $149K - $161K
30.6K $2.17M
PSX
Phillips 66

Energy
-1.09K
- 9.4%
$92.87 - $125.73 $101K - $137K
10.5K $1.26M
SO
Southern CO

Utilities
-1.88K
- 9.35%
$84.91 - $92.56 $160K - $174K
18.3K $1.68M
MCD
Mcdonalds Corp

Consumer Cyclical
-434
- 18.16%
$285.55 - $321.23 $124K - $139K
1.96K $571K
CBT
Cabot Corp

Basic Materials
-1.25K
- 13.24%
$72.47 - $84.35 $90.5K - $105K
8.18K $613K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.62K
- 1.9%
$24.32 - $27.87 $39.4K - $45.2K
83.9K $2.22M
MRK
Merck & Co., Inc.

Healthcare
-1.39K
- 29.18%
$73.47 - $87.12 $102K - $121K
3.36K $266K
QCOM
Qualcomm Inc

Technology
-1.3K
- 13.03%
$124.66 - $159.48 $162K - $208K
8.69K $1.38M
ABBV
Abb Vie Inc.

Healthcare
-422
- 24.44%
$170.16 - $206.27 $71.8K - $87K
1.31K $242K
LMAT
Lemaitre Vascular Inc

Healthcare
-1.19K
- 10.57%
$77.89 - $92.6 $92.9K - $110K
10.1K $838K
PEP
Pepsico Inc

Consumer Defensive
-310
- 9.7%
$128.02 - $151.37 $39.7K - $46.9K
2.89K $381K
PAYX
Paychex Inc

Industrials
-473
- 19.49%
$137.01 - $159.78 $64.8K - $75.6K
1.95K $284K
ITW
Illinois Tool Works Inc

Industrials
-352
- 27.48%
$218.41 - $252.43 $76.9K - $88.9K
929 $229K
IVV
Ishares Core S&P 500 ETF

ETFs
-209
- 28.91%
$498.8 - $620.9 $104K - $130K
514 $319K
IEMG
Ishares Inc

ETFs
-1.23K
- 21.77%
N/A
4.42K $237K
VIG
Vanguard Dividend Appreciation

ETFs
-357
- 1.09%
N/A
32.3K $5.88M
DUK
Duke Energy Corp

Utilities
-406
- 17.01%
$112.46 - $124.05 $45.7K - $50.4K
1.98K $233K
NEE
Nextera Energy Inc

Utilities
-556
- 13.28%
$64.11 - $75.0 $35.6K - $41.7K
3.63K $252K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-232
- 8.22%
$83.97 - $92.85 $19.5K - $21.5K
2.59K $228K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-305
- 0.92%
$51.14 - $57.0 $15.6K - $17.4K
33K $1.87M
GPC
Genuine Parts CO

Consumer Cyclical
-240
- 3.8%
$105.54 - $129.09 $25.3K - $31K
6.07K $736K
FNDX
Schwab Fundamental U S Large C

ETFs
-33K
- 3.84%
$20.84 - $24.54 $688K - $811K
826K $20.3M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-27
- 0.38%
$45.3 - $50.64 $1.22K - $1.37K
6.99K $343K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-2.43K
- 13.89%
$13.86 - $18.24 $33.7K - $44.3K
15.1K $274K
Pacer Fds Tr
-1.78K
- 1.75%
N/A
100K $0
T Rowe Price ETF Inc
-20.2K
- 1.46%
N/A
1.36M $0
J P Morgan Exchange Traded F
-353
- 1.44%
N/A
24.2K $0
IVE
Ishares S&P 500 Value ETF

ETFs
-29
- 2.37%
$168.34 - $195.42 $4.88K - $5.67K
1.2K $233K
J P Morgan Exchange Traded F
-165K
- 35.06%
N/A
306K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-355
- 4.58%
$152.42 - $182.82 $54.1K - $64.9K
7.39K $1.35M
IVW
Ishares S&P 500 Growth ETF

ETFs
-116
- 4.31%
$82.96 - $110.1 $9.62K - $12.8K
2.58K $283K
BAC
Bank Of America Corp

Financial Services
-162
- 2.15%
$34.39 - $47.46 $5.57K - $7.69K
7.38K $349K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-117
- 0.71%
$52.26 - $62.14 $6.11K - $7.27K
16.3K $1.01M
FDVV
Fidelity High Dividend ETF

ETFs
-316
- 1.37%
$43.6 - $52.02 $13.8K - $16.4K
22.8K $1.19M
VTI
Vanguard Total Stock Market Et

ETFs
-92
- 3.92%
$243.75 - $303.93 $22.4K - $28K
2.25K $684K
FNDF
Schwab Fundamental Intl Large

ETFs
-485
- 2.05%
$32.25 - $40.02 $15.6K - $19.4K
23.1K $925K
Activity Summary
Buys All Purchases 98 New Holdings 13 Increased Positions 85 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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