Consolidated Planning Corp Portfolio Holdings

Consolidated Planning Corp

  • $845 Million
  • Q3 2025

Consolidated Planning Corp has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $845 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $52.3M, Capital Group Intl Focus Equit with a value of $36.8M, Hartford Fds Exchange Traded with a value of $34.8M, Unified Ser Tr Ballast Small/M with a value of $29M, and Amplify ETF Tr Amplify Cwp Enh with a value of $26.6M.

Examining the 13F form we can see an increase of $135M in the current position value, from $710M to 845M.

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 $845 Million
ETFs: $374 Million
Technology: $123 Million
Financial Services: $85.5 Million
Industrials: $71.1 Million
Communication Services: $49 Million
Consumer Cyclical: $44.7 Million
Consumer Defensive: $29.3 Million
Healthcare: $17.4 Million
Other: $38.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $845 Million
  • Prior Value $710 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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