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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$274,000 0.04% of portfolio
15,071
Q2 2025 Reduced 13.89%

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
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