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 |
|---|---|
ATGEADTALEM GLOBAL ED INC | $35K |
ETXEATON VANCE MUN INCOME 2028 | $35K |
AFWALIGN TECHNOLOGY INC | $35K |
SCHASCHWAB STRATEGIC TR | $35K |
MASMASCO CORP | $35K |
IYFISHARES TR | $34K |
SUBISHARES TR | $34K |
EIXEDISON INTL | $33K |
ARTYISHARES TR | $33K |
FXUFIRST TR EXCHANGE TRADED FD | $33K |
HIGHARTFORD INSURANCE GROUP INC | $32K |
VWOBVANGUARD WHITEHALL FDS | $32K |
ILMNILLUMINA INC | $32K |
COHRCOHERENT CORP | $32K |
KELKELLANOVA | $32K |
XYLXYLEM INC | $31K |
DELLDELL TECHNOLOGIES INC | $31K |
BCIABRDN ETFS | $31K |
SRPTSAREPTA THERAPEUTICS INC | $31K |
VCSHVANGUARD SCOTTSDALE FDS | $30K |
RGTIRIGETTI COMPUTING INC | $30K |
SCHFSCHWAB STRATEGIC TR | $30K |
MMDNYLI MACKAY DEFINEDTERM MUNI | $30K |
EMLCVANECK ETF TRUST | $30K |
CLSCELESTICA INC | $29K |
PIDINVESCO EXCHANGE TRADED FD T | $29K |
WBDWARNER BROS DISCOVERY INC | $29K |
AWCAMERICAN WTR WKS CO INC NEW | $29K |
FBTFIRST TR EXCHANGE-TRADED FD | $29K |
EEMISHARES TR | $28K |
FJULFIRST TR EXCHNG TRADED FD VI | $28K |
ACWVISHARES INC | $28K |
ALTGALTA EQUIPMENT GROUP INC | $27K |
DONWISDOMTREE TR | $27K |
ZTSZOETIS INC | $26K |
AIGAMERICAN INTL GROUP INC | $26K |
SYLDCAMBRIA ETF TR | $26K |
PFFISHARES TR | $26K |
TPRTAPESTRY INC | $25K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $25K |
PLPCPREFORMED LINE PRODS CO | $25K |
SPMDSPDR SER TR | $24K |
XGDVXGABELLI DIVID & INCOME TR | $24K |
ZSZSCALER INC | $24K |
IRTINDEPENDENCE RLTY TR INC | $24K |
BHPBHP GROUP LTD | $24K |
BAXBAXTER INTL INC | $23K |
NVSNNOVARTIS AG | $23K |
BIVVANGUARD BD INDEX FDS | $23K |
STWDSTARWOOD PPTY TR INC | $22K |
QBTSD-WAVE QUANTUM INC | $22K |
IDEVISHARES TR | $22K |
BABAALIBABA GROUP HLDG LTD | $22K |
PG4PRINCIPAL FINANCIAL GROUP IN | $22K |
CSXCSX CORP | $21K |
VXFVANGUARD INDEX FDS | $21K |
XLISELECT SECTOR SPDR TR | $21K |
FCXFREEPORT-MCMORAN INC | $21K |
CMACOMERICA INC | $21K |
BSXBOSTON SCIENTIFIC CORP | $21K |
CWBSPDR SER TR | $21K |
DFEBFIRST TR EXCHNG TRADED FD VI | $21K |
FHLCFIDELITY COVINGTON TRUST | $20K |
SPSMSPDR SER TR | $20K |
WELLWELLTOWER INC | $20K |
VLOVALERO ENERGY CORP | $19K |
DGDOLLAR GEN CORP NEW | $19K |
MXEMEXICO EQUITY & INCOME FD | $19K |
7HPHP INC | $19K |
ITTITT INC | $18K |
FBINFORTUNE BRANDS INNOVATIONS I | $18K |
KEYSKEYSIGHT TECHNOLOGIES INC | $18K |
USIGISHARES TR | $18K |
GMGENERAL MTRS CO | $17K |
CCLCARNIVAL CORP | $17K |
DWDMORGAN STANLEY | $17K |
KMIKINDER MORGAN INC DEL | $17K |
CSGPCOSTAR GROUP INC | $17K |
VFHVANGUARD WORLD FD | $16K |
RMAXRE MAX HLDGS INC | $16K |
IWSISHARES TR | $16K |
ROSTROSS STORES INC | $16K |
XLVSELECT SECTOR SPDR TR | $16K |
KMBKIMBERLY-CLARK CORP | $16K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $15K |
NFGNATIONAL FUEL GAS CO | $15K |
FRDMEA SERIES TRUST | $15K |
ANGLVANECK ETF TRUST | $15K |
JNKSPDR SER TR | $15K |
NKENIKE INC | $15K |
ESGEISHARES INC | $14K |
FCTFIRST TR SR FLTG RATE INCOME | $14K |
MGYMAGNOLIA OIL & GAS CORP | $14K |
CZWICITIZENS CMNTY BANCORP INC M | $14K |
PMBSPIMCO ETF TR | $14K |
GLWCORNING INC | $14K |
XJEQXABRDN JAPAN EQUITY FUND INC | $14K |
AHRAMERICAN HEALTHCARE REIT INC | $13K |
DNPDNP SELECT INCOME FD INC | $13K |
AWAYAMPLIFY ETF TR | $13K |