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 |
|---|---|
ASANASANA INC | $87K |
EPDENTERPRISE PRODS PARTNERS L | $86K |
BABOEING CO | $85K |
CARRCARRIER GLOBAL CORPORATION | $85K |
COPCONOCOPHILLIPS | $85K |
CVSCVS HEALTH CORP | $84K |
ELLAUDER ESTEE COS INC | $84K |
RDDTREDDIT INC | $83K |
CDNSCADENCE DESIGN SYSTEM INC | $82K |
CA8ACACI INTL INC | $82K |
AMATAPPLIED MATLS INC | $82K |
MFCMANULIFE FINL CORP | $81K |
SCHXSCHWAB STRATEGIC TR | $81K |
DCHAMERICAN AXLE & MFG HLDGS IN | $81K |
IJJISHARES TR | $79K |
DDDUPONT DE NEMOURS INC | $78K |
AZNASTRAZENECA PLC | $77K |
OTISOTIS WORLDWIDE CORP | $76K |
KRKROGER CO | $76K |
DTDWISDOMTREE TR | $75K |
MCOMOODYS CORP | $73K |
IWDISHARES TR | $73K |
EDCONSOLIDATED EDISON INC | $72K |
SCHDSCHWAB STRATEGIC TR | $72K |
USPHU S PHYSICAL THERAPY | $72K |
BNDXVANGUARD CHARLOTTE FDS | $71K |
STTSTATE STR CORP | $71K |
JBLJABIL INC | $71K |
ESGUISHARES TR | $71K |
SOSOUTHERN CO | $69K |
USRTISHARES TR | $69K |
OKEONEOK INC NEW | $69K |
JMEEJ P MORGAN EXCHANGE TRADED F | $68K |
RMERESMED INC | $67K |
TMUST-MOBILE US INC | $66K |
DFATDIMENSIONAL ETF TRUST | $66K |
DYHTARGET CORP | $65K |
VPUVANGUARD WORLD FD | $64K |
FEFIRSTENERGY CORP | $63K |
FVDFIRST TR VALUE LINE DIVID IN | $63K |
SGOLETFS GOLD TR | $62K |
ICEINTERCONTINENTAL EXCHANGE IN | $61K |
PYPLPAYPAL HLDGS INC | $61K |
PEOEXELON CORP | $58K |
CRWDCROWDSTRIKE HLDGS INC | $57K |
VEUVANGUARD INTL EQUITY INDEX F | $57K |
SYFSYNCHRONY FINANCIAL | $57K |
CITHE CIGNA GROUP | $56K |
CTVACORTEVA INC | $55K |
EGPEASTGROUP PPTYS INC | $52K |
INVHINVITATION HOMES INC | $52K |
TRMKTRUSTMARK CORP | $51K |
PANWPALO ALTO NETWORKS INC | $50K |
IAU*ISHARES GOLD TR | $50K |
SOLVSOLVENTUM CORP | $50K |
DOWDOW INC | $50K |
HONHONEYWELL INTL INC | $50K |
FXCINVESCO CURRENCYSHARES CDN D | $49K |
WDFCWD 40 CO | $48K |
ADMARCHER DANIELS MIDLAND CO | $47K |
JPREJ P MORGAN EXCHANGE TRADED F | $47K |
MARMARRIOTT INTL INC NEW | $47K |
METMETLIFE INC | $47K |
OKTAOKTA INC | $47K |
AFGAMERICAN FINL GROUP INC OHIO | $47K |
ACMAECOM | $46K |
ENRENERGIZER HLDGS INC NEW | $46K |
BNDVANGUARD BD INDEX FDS | $46K |
GNTXGENTEX CORP | $46K |
RGENREPLIGEN CORP | $46K |
VTIPVANGUARD MALVERN FDS | $45K |
COINCOINBASE GLOBAL INC | $45K |
CBUCOMMUNITY FINANCIAL SYSTEM I | $44K |
VCRVANGUARD WORLD FD | $44K |
ESGDISHARES TR | $44K |
XYZBLOCK INC | $44K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $44K |
LVSLAS VEGAS SANDS CORP | $42K |
ENBENBRIDGE INC | $41K |
DVNDEVON ENERGY CORP NEW | $41K |
USMVISHARES TR | $40K |
MGCVANGUARD WORLD FD | $39K |
BLFSBIOLIFE SOLUTIONS INC | $39K |
PSLV/USPROTT PHYSICAL SILVER TR | $39K |
SPHQINVESCO EXCHANGE TRADED FD T | $39K |
PHYS/USPROTT PHYSICAL GOLD TR | $39K |
SPHYSPDR SER TR | $38K |
IOOISHARES TR | $38K |
MQ8MAG SILVER CORP | $38K |
XLFSELECT SECTOR SPDR TR | $38K |
BOXBOX INC | $38K |
CEGCONSTELLATION ENERGY CORP | $37K |
DDOGDATADOG INC | $37K |
SCHPSCHWAB STRATEGIC TR | $37K |
VGVENTURE GLOBAL INC | $37K |
LLOEWS CORP | $36K |
WECWEC ENERGY GROUP INC | $36K |
INTCINTEL CORP | $36K |
SWSMURFIT WESTROCK PLC | $36K |
DDOMINION ENERGY INC | $35K |