Center for Financial Planning, Inc. Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$783K
Holdings
700
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (700 positions)
| Stock | Value |
|---|---|
CMCSACOMCAST CORP NEW | $384K |
NXPINXP SEMICONDUCTORS N V | $379K |
PFEPFIZER INC | $374K |
IWFISHARES TR | $372K |
TJXTJX COS INC NEW | $372K |
MDLZMONDELEZ INTL INC | $371K |
ALSALLSTATE CORP | $369K |
LHXL3HARRIS TECHNOLOGIES INC | $360K |
OREALTY INCOME CORP | $356K |
HBANHUNTINGTON BANCSHARES INC | $342K |
IYWISHARES TR | $334K |
MOALTRIA GROUP INC | $330K |
AMDADVANCED MICRO DEVICES INC | $321K |
DISDISNEY WALT CO | $321K |
FISFIDELITY NATL INFORMATION SV | $320K |
4DHDANA INC | $319K |
JCIJOHNSON CTLS INTL PLC | $308K |
ADIANALOG DEVICES INC | $293K |
IQVIQVIA HLDGS INC | $288K |
TIPISHARES TR | $286K |
YUMYUM BRANDS INC | $283K |
EWEDWARDS LIFESCIENCES CORP | $282K |
LMTLOCKHEED MARTIN CORP | $279K |
VOOVANGUARD INDEX FDS | $273K |
UPSUNITED PARCEL SERVICE INC | $269K |
ORCLORACLE CORP | $269K |
AONAON PLC | $260K |
BBYBEST BUY INC | $253K |
VNQVANGUARD INDEX FDS | $241K |
GEGE AEROSPACE | $234K |
AMGNAMGEN INC | $233K |
HSICHENRY SCHEIN INC | $233K |
FANGDIAMONDBACK ENERGY INC | $231K |
VYMVANGUARD WHITEHALL FDS | $228K |
ISRGINTUITIVE SURGICAL INC | $226K |
ANETARISTA NETWORKS INC | $224K |
STESTERIS PLC | $223K |
VHTVANGUARD WORLD FD | $221K |
SDYSPDR SER TR | $218K |
IYRISHARES TR | $218K |
SLYVSPDR SER TR | $209K |
BACBANK AMERICA CORP | $201K |
ROKROCKWELL AUTOMATION INC | $198K |
AORISHARES TR | $194K |
PSAPUBLIC STORAGE OPER CO | $190K |
GQ9SPDR GOLD TR | $187K |
LCNBLCNB CORP | $187K |
AJGGALLAGHER ARTHUR J & CO | $184K |
DJTTRUMP MEDIA & TECHNOLOGY GRO | $183K |
UBERUBER TECHNOLOGIES INC | $180K |
SWKSTANLEY BLACK & DECKER INC | $177K |
CMICUMMINS INC | $176K |
IWOISHARES TR | $174K |
DONSPDR DOW JONES INDL AVERAGE | $170K |
DUKDUKE ENERGY CORP NEW | $167K |
PRFZINVESCO EXCHANGE TRADED FD T | $164K |
ELVELEVANCE HEALTH INC | $163K |
DTMDT MIDSTREAM INC | $161K |
LUVSOUTHWEST AIRLS CO | $155K |
APHAMPHENOL CORP NEW | $152K |
HALHALLIBURTON CO | $149K |
IEFISHARES TR | $142K |
IWYISHARES TR | $132K |
HRBBLOCK H & R INC | $126K |
QCOMQUALCOMM INC | $125K |
ADBEADOBE INC | $125K |
OGEOGE ENERGY CORP | $125K |
IVWISHARES TR | $122K |
BSVVANGUARD BD INDEX FDS | $122K |
AFLAFLAC INC | $120K |
VFQYVANGUARD WELLINGTON FD | $120K |
VOEVANGUARD INDEX FDS | $118K |
DC4DEXCOM INC | $118K |
HYDVANECK ETF TRUST | $117K |
CATCATERPILLAR INC | $115K |
MGKVANGUARD WORLD FD | $114K |
SCHGSCHWAB STRATEGIC TR | $114K |
LULULULULEMON ATHLETICA INC | $112K |
ESEVERSOURCE ENERGY | $111K |
ABNBAIRBNB INC | $108K |
ADPAUTOMATIC DATA PROCESSING IN | $108K |
ESSESSEX PPTY TR INC | $107K |
IEMGISHARES INC | $105K |
NSCNORFOLK SOUTHN CORP | $105K |
PPGPPG INDS INC | $105K |
ITOTISHARES TR | $102K |
IWBISHARES TR | $101K |
BMYBRISTOL-MYERS SQUIBB CO | $98K |
NUENUCOR CORP | $98K |
GEVGE VERNOVA INC | $97K |
YUMCYUM CHINA HLDGS INC | $95K |
VTVANGUARD INTL EQUITY INDEX F | $94K |
SNPSSYNOPSYS INC | $92K |
IDXXIDEXX LABS INC | $92K |
DFASDIMENSIONAL ETF TRUST | $90K |
LSTRLANDSTAR SYS INC | $90K |
HWMHOWMET AEROSPACE INC | $90K |
PPLPPL CORP | $90K |
BPBP PLC | $89K |
BXBLACKSTONE INC | $89K |