Consolidated Planning Corp Portfolio Holdings

Consolidated Planning Corp

  • $710 Million
  • Q2 2025

Consolidated Planning Corp has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $710 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Intl Focus Equit with a value of $32.1M, Amplify ETF Tr Amplify Cwp Enh with a value of $25.2M, Unified Ser Tr Ballast Small/M with a value of $25M, Schwab Fundamental U S Large C with a value of $20.3M, and Pimco ETF Tr 25+ Yr Zero Cpn U with a value of $20M.

Examining the 13F form we can see an increase of $73.5M in the current position value, from $637M to 710M.

Consolidated Planning Corp is based out at Atlanta, GA

Below you can find more details about Consolidated Planning Corp portfolio as well as his latest detailed transactions.

Portfolio value $710 Million
ETFs: $319 Million
Technology: $86.4 Million
Financial Services: $79.9 Million
Communication Services: $43.9 Million
Industrials: $43.3 Million
Consumer Cyclical: $38.7 Million
Consumer Defensive: $27 Million
Healthcare: $21.2 Million
Other: $38.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$19.1 Million 2.69% of portfolio
69,333
Q2 2025 Reduced 4.04%
$859B
$17 Million 2.39% of portfolio
58,608
Q2 2025 Reduced 1.33%
$3.69T
$12.9 Million 1.81% of portfolio
62,680
Q2 2025 Reduced 22.41%
$78.6B
$11.1 Million 1.57% of portfolio
26,512
Q2 2025 Added 2.21%
$281B
$11 Million 1.55% of portfolio
112,742
Q2 2025 Added 0.97%
$456B
$10.7 Million 1.51% of portfolio
67,993
Q2 2025 Reduced 0.16%
$405B
$10.6 Million 1.49% of portfolio
28,896
Q2 2025 Added 4.16%
$1.78T
$10.1 Million 1.42% of portfolio
13,711
Q2 2025 Added 1.93%
$2.26T
$9.65 Million 1.36% of portfolio
43,987
Q2 2025 Added 2.61%
$545B
$9.23 Million 1.3% of portfolio
6,890
Q2 2025 Added 1.28%
$59.7B
$8.99 Million 1.27% of portfolio
305,908
Q2 2025 Added 1.76%
$203B
$8.93 Million 1.26% of portfolio
308,570
Q2 2025 Reduced 0.24%
$73.5B
$8.9 Million 1.25% of portfolio
84,278
Q2 2025 Added 0.12%
$65.4B
$8.47 Million 1.19% of portfolio
80,272
Q2 2025 Added 0.49%
$102B
$8.06 Million 1.13% of portfolio
18,424
Q2 2025 Added 3.56%
$76.4B
$7.88 Million 1.11% of portfolio
51,270
Q2 2025 Added 2.53%
$210B
$7.79 Million 1.1% of portfolio
26,424
Q2 2025 Added 1.82%
$439B
$7.67 Million 1.08% of portfolio
7,750
Q2 2025 Added 5.37%
$70.4B
$7.18 Million 1.01% of portfolio
114,320
Q2 2025 Added 1.55%
$3.95T
$6.55 Million 0.92% of portfolio
13,176
Q2 2025 Reduced 55.99%
$621B
$6.08 Million 0.86% of portfolio
12,509
Q2 2025 Added 1.37%
$14.1B
$6.06 Million 0.85% of portfolio
75,090
Q2 2025 Added 5.83%
$368B
$5.8 Million 0.82% of portfolio
36,390
Q2 2025 Added 1.76%
$1.21T
$5.72 Million 0.81% of portfolio
32,451
Q2 2025 Added 2.8%
$95.6B
$5.76 Million 0.81% of portfolio
25,186
Q2 2025 Added 2,285.04%
$147B
$5.4 Million 0.76% of portfolio
50,313
Q2 2025 Added 2.3%
$182B
$5.23 Million 0.74% of portfolio
9,920
Q2 2025 Added 3.09%
$229B
$5.09 Million 0.72% of portfolio
34,857
Q2 2025 Added 0.28%
$218B
$4.99 Million 0.7% of portfolio
12,859
Q2 2025 Reduced 45.61%
$169B
$4.96 Million 0.7% of portfolio
9,129
Q2 2025 Added 3.84%
$548B
$4.86 Million 0.68% of portfolio
8,657
Q2 2025 Added 3.21%
$102B
$4.68 Million 0.66% of portfolio
25,508
Q2 2025 Added 2.54%
$66.5B
$4.61 Million 0.65% of portfolio
46,702
Q2 2025 Added 9.65%
$55.9B
$4.39 Million 0.62% of portfolio
21,790
Q2 2025 Added 2.51%
$155B
$4.4 Million 0.62% of portfolio
35,613
Q2 2025 Added 2.93%
$17.2B
$4.3 Million 0.6% of portfolio
106,517
Q2 2025 Added 4.25%
$124B
$4.19 Million 0.59% of portfolio
13,577
Q2 2025 Added 0.04%
$75.9B
$4.14 Million 0.58% of portfolio
1,115
Q2 2025 Added 4.3%
$142B
$3.94 Million 0.55% of portfolio
14,766
Q2 2025 Added 2.99%
$25.7B
$3.87 Million 0.54% of portfolio
7,219
Q2 2025 Added 12.59%
$314B
$3.69 Million 0.52% of portfolio
15,501
Q2 2025 Added 3.79%
$1.84B
$3.4 Million 0.48% of portfolio
76,096
Q2 2025 Added 13.54%
$79.5B
$3.12 Million 0.44% of portfolio
24,913
Q2 2025 Added 6.32%
$19.4B
$3.06 Million 0.43% of portfolio
5,989
Q2 2025 Added 11.26%
$12.1B
$2.54 Million 0.36% of portfolio
9,409
Q2 2025 Reduced 12.05%
$306B
$2.17 Million 0.31% of portfolio
30,647
Q2 2025 Reduced 6.65%
$684B
$2.22 Million 0.31% of portfolio
10,133
Q2 2025 Reduced 8.91%
$13.8B
$2.09 Million 0.29% of portfolio
12,764
Q2 2025 Added 15.05%
$182B
$1.96 Million 0.28% of portfolio
45,228
Q2 2025 Added 10.0%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $710 Million
  • Prior Value $637 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email