Center for Financial Planning, Inc. Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$871.9M
Holdings
647
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (647 positions)
| Stock | Value |
|---|---|
HALHALLIBURTON CO | $120K |
COPCONOCOPHILLIPS | $119K |
RDDTREDDIT INC | $119K |
IDXXIDEXX LABS INC | $118K |
AFLAFLAC INC | $114K |
JBLJABIL INC | $114K |
ITOTISHARES TR | $113K |
IWBISHARES TR | $112K |
PPGPPG INDS INC | $110K |
XYZBLOCK INC | $110K |
CA8ACACI INTL INC | $107K |
NUENUCOR CORP | $106K |
NSCNORFOLK SOUTHN CORP | $105K |
SNPSSYNOPSYS INC | $105K |
ESEVERSOURCE ENERGY | $104K |
LULULULULEMON ATHLETICA INC | $104K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $101K |
CDNSCADENCE DESIGN SYSTEM INC | $100K |
ESSESSEX PPTY TR INC | $99K |
VTVANGUARD INTL EQUITY INDEX F | $99K |
AFWALIGN TECHNOLOGY INC | $97K |
DFASDIMENSIONAL ETF TRUST | $96K |
BXBLACKSTONE INC | $95K |
CARRCARRIER GLOBAL CORPORATION | $94K |
FCXFREEPORT-MCMORAN INC | $93K |
CVSCVS HEALTH CORP | $92K |
BABOEING CO | $92K |
HYDVANECK ETF TRUST | $90K |
VGVENTURE GLOBAL INC | $90K |
CLSCELESTICA INC | $88K |
CACCCREDIT ACCEP CORP MICH | $86K |
BMYBRISTOL-MYERS SQUIBB CO | $86K |
IEMGISHARES INC | $85K |
STTSTATE STR CORP | $85K |
PPLPPL CORP | $84K |
BSVVANGUARD BD INDEX FDS | $83K |
LSTRLANDSTAR SYS INC | $83K |
MSCIMSCI INC | $83K |
IJJISHARES TR | $81K |
ASANASANA INC | $81K |
DCHAMERICAN AXLE & MFG HLDGS IN | $81K |
YUMCYUM CHINA HLDGS INC | $81K |
KRKROGER CO | $80K |
MCOMOODYS CORP | $79K |
ESGUISHARES TR | $79K |
DTDWISDOMTREE TR | $78K |
USPHU S PHYSICAL THERAPY | $78K |
EPDENTERPRISE PRODS PARTNERS L | $78K |
RMERESMED INC | $77K |
IWDISHARES TR | $75K |
SYFSYNCHRONY FINANCIAL | $73K |
AZNASTRAZENECA PLC | $73K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $72K |
JMEEJ P MORGAN EXCHANGE TRADED F | $72K |
DDOGDATADOG INC | $71K |
OTISOTIS WORLDWIDE CORP | $70K |
DFATDIMENSIONAL ETF TRUST | $70K |
SCHWSCHWAB CHARLES CORP | $70K |
SOSOUTHERN CO | $69K |
USRTISHARES TR | $68K |
SCHDSCHWAB STRATEGIC TR | $68K |
EDCONSOLIDATED EDISON INC | $66K |
SGOLETFS GOLD TR | $66K |
VPUVANGUARD WORLD FD | $66K |
PLTRPALANTIR TECHNOLOGIES INC | $64K |
VEUVANGUARD INTL EQUITY INDEX F | $63K |
ADPAUTOMATIC DATA PROCESSING IN | $63K |
FVDFIRST TR EXCHANGE-TRADED FD | $63K |
FEFIRSTENERGY CORP | $62K |
CTVACORTEVA INC | $62K |
LVSLAS VEGAS SANDS CORP | $62K |
ICEINTERCONTINENTAL EXCHANGE IN | $62K |
RGENREPLIGEN CORP | $61K |
IWVISHARES TR | $61K |
PANWPALO ALTO NETWORKS INC | $60K |
RGTIRIGETTI COMPUTING INC | $60K |
DVNDEVON ENERGY CORP NEW | $59K |
TMUST-MOBILE US INC | $59K |
DDDUPONT DE NEMOURS INC | $58K |
DYHTARGET CORP | $57K |
ILMNILLUMINA INC | $56K |
CITHE CIGNA GROUP | $56K |
NVONOVO-NORDISK A S | $56K |
ACMAECOM | $56K |
METMETLIFE INC | $56K |
HONHONEYWELL INTL INC | $54K |
MARMARRIOTT INTL INC NEW | $54K |
TRMKTRUSTMARK CORP | $54K |
IAU*ISHARES GOLD TR | $53K |
QBTSD-WAVE QUANTUM INC | $53K |
EQIXEQUINIX INC | $53K |
FXCINVESCO CURRENCYSHARES CDN D | $52K |
NUNU HLDGS LTD | $51K |
ADMARCHER DANIELS MIDLAND CO | $51K |
EGPEASTGROUP PPTYS INC | $50K |
SOLVSOLVENTUM CORP | $50K |
VCRVANGUARD WORLD FD | $49K |
INVHINVITATION HOMES INC | $49K |
ESGDISHARES TR | $48K |
BNDVANGUARD BD INDEX FDS | $46K |