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.