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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$230B
$4.99 Million 0.7% of portfolio
12,859
Q2 2025 Reduced 45.61%
$153B
$4.96 Million 0.7% of portfolio
9,129
Q2 2025 Added 3.84%
$0
$4.92 Million 0.69% of portfolio
103,280
Q2 2025 Reduced 12.83%
$556B
$4.86 Million 0.68% of portfolio
8,657
Q2 2025 Added 3.21%
$96.2B
$4.68 Million 0.66% of portfolio
25,508
Q2 2025 Added 2.54%
$70.9B
$4.61 Million 0.65% of portfolio
46,702
Q2 2025 Added 9.65%
$0
$4.54 Million 0.64% of portfolio
12,391
Q2 2025 Added 1,507.13%
$0
$4.46 Million 0.63% of portfolio
69,716
Q2 2025 Added 4.25%
$53.2B
$4.39 Million 0.62% of portfolio
21,790
Q2 2025 Added 2.51%
$164B
$4.4 Million 0.62% of portfolio
35,613
Q2 2025 Added 2.93%
$0
$4.4 Million 0.62% of portfolio
65,654
Q2 2025 Reduced 6.4%
$16.5B
$4.3 Million 0.6% of portfolio
106,517
Q2 2025 Added 4.25%
$121B
$4.19 Million 0.59% of portfolio
13,577
Q2 2025 Added 0.04%
$0
$4.18 Million 0.59% of portfolio
163,873
Q2 2025 Reduced 10.59%
$80.4B
$4.14 Million 0.58% of portfolio
1,115
Q2 2025 Added 4.3%
$0
$3.99 Million 0.56% of portfolio
69,016
Q2 2025 New
$0
$3.85 Million 0.54% of portfolio
39,168
Q2 2025 Reduced 3.44%
$28B
$3.87 Million 0.54% of portfolio
7,219
Q2 2025 Added 12.59%
$0
$3.74 Million 0.53% of portfolio
20,570
Q2 2025 Reduced 1.64%
$298B
$3.69 Million 0.52% of portfolio
15,501
Q2 2025 Added 3.79%
$0
$3.65 Million 0.51% of portfolio
16,087
Q2 2025 Reduced 1.72%
$1.97B
$3.4 Million 0.48% of portfolio
76,096
Q2 2025 Added 13.54%
$0
$3.44 Million 0.48% of portfolio
34,207
Q2 2025 Added 831.56%
$0
$3.19 Million 0.45% of portfolio
25,173
Q2 2025 Added 0.25%
$79.5B
$3.12 Million 0.44% of portfolio
24,913
Q2 2025 Added 6.32%
$20.7B
$3.06 Million 0.43% of portfolio
5,989
Q2 2025 Added 11.26%
$13.5B
$2.54 Million 0.36% of portfolio
9,409
Q2 2025 Reduced 12.05%
$0
$2.22 Million 0.31% of portfolio
83,871
Q2 2025 Reduced 1.9%
$286B
$2.17 Million 0.31% of portfolio
30,647
Q2 2025 Reduced 6.65%
$815B
$2.22 Million 0.31% of portfolio
10,133
Q2 2025 Reduced 8.91%
$13.4B
$2.09 Million 0.29% of portfolio
12,764
Q2 2025 Added 15.05%
$184B
$1.96 Million 0.28% of portfolio
45,228
Q2 2025 Added 10.0%
$140B
$1.81 Million 0.26% of portfolio
2,026
Q2 2025 Reduced 6.85%
$0
$1.87 Million 0.26% of portfolio
32,964
Q2 2025 Reduced 0.92%
$86.9B
$1.85 Million 0.26% of portfolio
8,680
Q2 2025 New
$100B
$1.68 Million 0.24% of portfolio
18,257
Q2 2025 Reduced 9.35%
$5.26B
$1.74 Million 0.24% of portfolio
7,084
Q2 2025 Added 11.47%
$3.3B
$1.6 Million 0.23% of portfolio
96,023
Q2 2025 Added 12.86%
$101B
$1.65 Million 0.23% of portfolio
2,246
Q2 2025 Added 11.3%
$41.4B
$1.62 Million 0.23% of portfolio
19,294
Q2 2025 Added 13.69%
$9.22B
$1.56 Million 0.22% of portfolio
10,087
Q2 2025 Added 11.19%
$66B
$1.59 Million 0.22% of portfolio
30,287
Q2 2025 Added 14.47%
$0
$1.53 Million 0.22% of portfolio
28,201
Q2 2025 Added 1.23%
$8.02B
$1.39 Million 0.2% of portfolio
16,357
Q2 2025 Added 10.95%
$12.7B
$1.44 Million 0.2% of portfolio
7,256
Q2 2025 Added 12.06%
$181B
$1.38 Million 0.19% of portfolio
8,689
Q2 2025 Reduced 13.03%
$0
$1.35 Million 0.19% of portfolio
7,389
Q2 2025 Reduced 4.58%
$39.9B
$1.31 Million 0.18% of portfolio
5,078
Q2 2025 Added 11.75%
$8.81B
$1.27 Million 0.18% of portfolio
8,102
Q2 2025 Added 11.83%

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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