Consolidated Planning Corp Portfolio Holdings

Consolidated Planning Corp

  • $637 Million
  • Q1 2025

Consolidated Planning Corp has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $637 Million distributed in 182 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 $27.8M, Amplify ETF Tr Amplify Cwp Enh with a value of $24.2M, Unified Ser Tr Ballast Small/M with a value of $22.2M, Ishares 25+ Year Treasury Stri with a value of $21.2M, and Schwab Fundamental U S Large C with a value of $20.3M.

Examining the 13F form we can see an decrease of $19.1M in the current position value, from $656M to 637M.

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 $637 Million
ETFs: $281 Million
Technology: $83.4 Million
Financial Services: $73.9 Million
Communication Services: $41.9 Million
Industrials: $37.8 Million
Consumer Cyclical: $35.4 Million
Consumer Defensive: $25.9 Million
Healthcare: $20.3 Million
Other: $37 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$283,000 0.04% of portfolio
17,502
Q1 2025 Reduced 17.59%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $637 Million
  • Prior Value $656 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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