Center for Financial Planning, Inc. Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$871.9B
Holdings
647
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (647 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DRIDARDEN RESTAURANTS INC | 2,306 | $502.6M | 0.06% | |
| 102 | EVSDMORGAN STANLEY ETF TRUST | 9,810 | $501.6M | 0.06% | |
| 103 | GEVGE VERNOVA INC | 921 | $487.3M | 0.06% | |
| 104 | EFVISHARES TR | 7,611 | $483.1M | 0.06% | |
| 105 | USBUS BANCORP DEL | 10,353 | $468.5M | 0.05% | |
| 106 | EFAISHARES TR | 5,103 | $456.2M | 0.05% | |
| 107 | ORCLORACLE CORP | 2,075 | $453.7M | 0.05% | |
| 108 | CMGCHIPOTLE MEXICAN GRILL INC | 8,037 | $451.3M | 0.05% | |
| 109 | RTXRTX CORPORATION | 3,018 | $440.7M | 0.05% | |
| 110 | NXPINXP SEMICONDUCTORS N V | 1,999 | $436.7M | 0.05% | |
| 111 | TJXTJX COS INC NEW | 3,526 | $435.5M | 0.05% | |
| 112 | ALSALLSTATE CORP | 2,109 | $424.6M | 0.05% | |
| 113 | MDTMEDTRONIC PLC | 4,864 | $424.0M | 0.05% | |
| 114 | ADIANALOG DEVICES INC | 1,772 | $421.8M | 0.05% | |
| 115 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,982 | $419.4M | 0.05% | |
| 116 | BACVERIZON COMMUNICATIONS INC | 9,688 | $419.2M | 0.05% | |
| 117 | JCIJOHNSON CTLS INTL PLC | 3,934 | $415.5M | 0.05% | |
| 118 | IYWISHARES TR | 2,384 | $413.1M | 0.05% | |
| 119 | 4DHDANA INC | 24,000 | $411.6M | 0.05% | |
| 120 | DISDISNEY WALT CO | 3,253 | $403.4M | 0.05% | |
| 121 | FISVFISERV INC | 2,315 | $399.1M | 0.05% | |
| 122 | ANETARISTA NETWORKS INC | 3,900 | $399.0M | 0.05% | |
| 123 | CMCSACOMCAST CORP NEW | 10,886 | $388.5M | 0.04% | |
| 124 | OREALTY INCOME CORP | 6,729 | $387.7M | 0.04% | |
| 125 | HBANHUNTINGTON BANCSHARES INC | 22,846 | $382.9M | 0.04% | |
| 126 | TAT&T INC | 13,058 | $377.9M | 0.04% | |
| 127 | MDLZMONDELEZ INTL INC | 5,470 | $368.9M | 0.04% | |
| 128 | UNHUNITEDHEALTH GROUP INC | 1,181 | $368.5M | 0.04% | |
| 129 | MUBISHARES TR | 3,521 | $367.9M | 0.04% | |
| 130 | FISFIDELITY NATL INFORMATION SV | 4,399 | $358.1M | 0.04% | |
| 131 | PFEPFIZER INC | 14,400 | $349.0M | 0.04% | |
| 132 | LMTLOCKHEED MARTIN CORP | 751 | $347.8M | 0.04% | |
| 133 | IWFISHARES TR | 807 | $342.6M | 0.04% | |
| 134 | MOALTRIA GROUP INC | 5,842 | $342.5M | 0.04% | |
| 135 | FANGDIAMONDBACK ENERGY INC | 2,268 | $311.7M | 0.04% | |
| 136 | GEGE AEROSPACE | 1,174 | $302.2M | 0.03% | |
| 137 | COSTCOSTCO WHSL CORP NEW | 304 | $300.9M | 0.03% | |
| 138 | TIPISHARES TR | 2,580 | $283.9M | 0.03% | |
| 139 | DTMDT MIDSTREAM INC | 2,560 | $281.3M | 0.03% | |
| 140 | BBYBEST BUY INC | 4,051 | $271.9M | 0.03% | |
| 141 | COINCOINBASE GLOBAL INC | 764 | $267.8M | 0.03% | |
| 142 | YUMYUM BRANDS INC | 1,802 | $267.0M | 0.03% | |
| 143 | CMICUMMINS INC | 796 | $260.7M | 0.03% | |
| 144 | DC4DEXCOM INC | 2,973 | $259.5M | 0.03% | |
| 145 | IQVIQVIA HLDGS INC | 1,620 | $255.3M | 0.03% | |
| 146 | ROKROCKWELL AUTOMATION INC | 767 | $254.8M | 0.03% | |
| 147 | ISRGINTUITIVE SURGICAL INC | 458 | $248.9M | 0.03% | |
| 148 | HSICHENRY SCHEIN INC | 3,406 | $248.8M | 0.03% | |
| 149 | UPSUNITED PARCEL SERVICE INC | 2,446 | $246.9M | 0.03% | |
| 150 | VNQVANGUARD INDEX FDS | 2,671 | $237.9M | 0.03% | |
| 151 | STESTERIS PLC | 987 | $237.1M | 0.03% | |
| 152 | BACBANK AMERICA CORP | 4,939 | $233.7M | 0.03% | |
| 153 | AONAON PLC | 653 | $233.0M | 0.03% | |
| 154 | APHAMPHENOL CORP NEW | 2,352 | $232.3M | 0.03% | |
| 155 | UBERUBER TECHNOLOGIES INC | 2,473 | $230.7M | 0.03% | |
| 156 | INTUINTUIT | 283 | $222.9M | 0.03% | |
| 157 | SDYSPDR SERIES TRUST | 1,609 | $218.4M | 0.03% | |
| 158 | IYRISHARES TR | 2,286 | $216.6M | 0.02% | |
| 159 | SLYVSPDR SERIES TRUST | 2,677 | $213.5M | 0.02% | |
| 160 | LHXL3HARRIS TECHNOLOGIES INC | 848 | $212.7M | 0.02% | |
| 161 | AORISHARES TR | 3,449 | $212.4M | 0.02% | |
| 162 | AMGNAMGEN INC | 750 | $209.4M | 0.02% | |
| 163 | VYMVANGUARD WHITEHALL FDS | 1,557 | $207.6M | 0.02% | |
| 164 | MFCMANULIFE FINL CORP | 6,396 | $204.4M | 0.02% | |
| 165 | NOWSERVICENOW INC | 198 | $203.6M | 0.02% | |
| 166 | EWEDWARDS LIFESCIENCES CORP | 2,548 | $199.3M | 0.02% | |
| 167 | GQ9SPDR GOLD TR | 652 | $198.8M | 0.02% | |
| 168 | ASMLASML HOLDING N V | 245 | $196.3M | 0.02% | |
| 169 | VHTVANGUARD WORLD FD | 778 | $193.2M | 0.02% | |
| 170 | IWOISHARES TR | 675 | $193.0M | 0.02% | |
| 171 | PSAPUBLIC STORAGE OPER CO | 636 | $186.6M | 0.02% | |
| 172 | LCNBLCNB CORP | 12,664 | $184.0M | 0.02% | |
| 173 | PRFZINVESCO EXCHANGE TRADED FD T | 4,340 | $176.5M | 0.02% | |
| 174 | AJGGALLAGHER ARTHUR J & CO | 535 | $171.3M | 0.02% | |
| 175 | DJTTRUMP MEDIA & TECHNOLOGY GRO | 9,389 | $169.4M | 0.02% | |
| 176 | MAMASTERCARD INCORPORATED | 300 | $168.6M | 0.02% | |
| 177 | USFRWISDOMTREE TR | 3,266 | $164.3M | 0.02% | |
| 178 | DUKDUKE ENERGY CORP NEW | 1,370 | $161.7M | 0.02% | |
| 179 | DONSPDR DOW JONES INDL AVERAGE | 356 | $156.9M | 0.02% | |
| 180 | SWKSTANLEY BLACK & DECKER INC | 2,308 | $156.4M | 0.02% | |
| 181 | AMATAPPLIED MATLS INC | 834 | $152.6M | 0.02% | |
| 182 | LUVSOUTHWEST AIRLS CO | 4,633 | $150.3M | 0.02% | |
| 183 | ELVELEVANCE HEALTH INC | 375 | $145.9M | 0.02% | |
| 184 | IVWISHARES TR | 1,318 | $145.1M | 0.02% | |
| 185 | IEFISHARES TR | 1,490 | $142.7M | 0.02% | |
| 186 | IWYISHARES TR | 567 | $139.8M | 0.02% | |
| 187 | CRWDCROWDSTRIKE HLDGS INC | 274 | $139.6M | 0.02% | |
| 188 | OKEONEOK INC NEW | 1,690 | $138.0M | 0.02% | |
| 189 | CATCATERPILLAR INC | 350 | $135.9M | 0.02% | |
| 190 | MGKVANGUARD WORLD FD | 370 | $135.5M | 0.02% | |
| 191 | SCHGSCHWAB STRATEGIC TR | 4,569 | $133.5M | 0.02% | |
| 192 | ARTYISHARES TR | 3,222 | $132.1M | 0.02% | |
| 193 | QCOMQUALCOMM INC | 820 | $130.6M | 0.01% | |
| 194 | HWMHOWMET AEROSPACE INC | 700 | $130.3M | 0.01% | |
| 195 | VFQYVANGUARD WELLINGTON FD | 900 | $129.3M | 0.01% | |
| 196 | HRBBLOCK H & R INC | 2,303 | $126.4M | 0.01% | |
| 197 | ADBEADOBE INC | 326 | $126.1M | 0.01% | |
| 198 | PYPLPAYPAL HLDGS INC | 1,645 | $122.3M | 0.01% | |
| 199 | OGEOGE ENERGY CORP | 2,738 | $121.5M | 0.01% | |
| 200 | VOEVANGUARD INDEX FDS | 736 | $121.0M | 0.01% |