Consolidated Planning Corp Portfolio Holdings
Consolidated Planning Corp
- $656 Million
- Q4 2024
Consolidated Planning Corp has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $656 Million distributed in 197 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 $30M, Amplify ETF Tr Amplify Cwp Enh with a value of $25.2M, Unified Ser Tr Ballast Small/M with a value of $23.6M, Schwab Fundamental U S Large C with a value of $20M, and Ishares 25+ Year Treasury Stri with a value of $19.8M.
Examining the 13F form we can see an increase of $50.6M in the current position value, from $605M to 656M.
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.
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 197
- Current Value $656 Million
- Prior Value $605 Million
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 17 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 49 stocks