Center for Financial Planning, Inc. Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$872K
Holdings
647
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (647 positions)
| Stock | Value |
|---|---|
BPBP PLC | $36K |
LLOEWS CORP | $36K |
CHEFCHEFS WHSE INC | $35K |
BAXBAXTER INTL INC | $35K |
FXUFIRST TR EXCHANGE TRADED FD | $34K |
XYLXYLEM INC | $34K |
WECWEC ENERGY GROUP INC | $34K |
ETXEATON VANCE MUN INCOME 2028 | $34K |
HIGHARTFORD INSURANCE GROUP INC | $33K |
INTCINTEL CORP | $33K |
MASMASCO CORP | $33K |
DOWDOW INC | $33K |
EEMISHARES TR | $32K |
BWXSPDR SERIES TRUST | $32K |
SCHFSCHWAB STRATEGIC TR | $32K |
TPRTAPESTRY INC | $31K |
PIDINVESCO EXCHANGE TRADED FD T | $31K |
MQ8MAG SILVER CORP | $31K |
KELKELLANOVA | $31K |
FJULFIRST TR EXCHNG TRADED FD VI | $31K |
BNDXVANGUARD CHARLOTTE FDS | $31K |
ENRENERGIZER HLDGS INC NEW | $31K |
MMDNYLI MACKAY DEFINEDTERM MUNI | $29K |
PLPCPREFORMED LINE PRODS CO | $29K |
WBDWARNER BROS DISCOVERY INC | $29K |
FBTFIRST TR EXCHANGE-TRADED FD | $28K |
USMVISHARES TR | $27K |
AWCAMERICAN WTR WKS CO INC NEW | $27K |
DONWISDOMTREE TR | $27K |
XGDVXGABELLI DIVID & INCOME TR | $26K |
SPMDSPDR SERIES TRUST | $26K |
FRDMEA SERIES TRUST | $26K |
ZTSZOETIS INC | $25K |
AIGAMERICAN INTL GROUP INC | $25K |
NVSNNOVARTIS AG | $25K |
CCLCARNIVAL CORP | $25K |
DGDOLLAR GEN CORP NEW | $24K |
IDEVISHARES TR | $24K |
XLISELECT SECTOR SPDR TR | $24K |
SLVISHARES SILVER TR | $24K |
BHPBHP GROUP LTD | $24K |
CSXCSX CORP | $23K |
MXEMEXICO EQUITY & INCOME FD | $23K |
VXFVANGUARD INDEX FDS | $23K |
0VVBPARAMOUNT GLOBAL | $23K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $23K |
CWBSPDR SERIES TRUST | $23K |
BSXBOSTON SCIENTIFIC CORP | $22K |
DFEBFIRST TR EXCHNG TRADED FD VI | $22K |
SPSMSPDR SERIES TRUST | $21K |
CMACOMERICA INC | $21K |
WELLWELLTOWER INC | $20K |
KEYSKEYSIGHT TECHNOLOGIES INC | $20K |
PG4PRINCIPAL FINANCIAL GROUP IN | $20K |
IRTINDEPENDENCE RLTY TR INC | $20K |
ITTITT INC | $20K |
FHLCFIDELITY COVINGTON TRUST | $19K |
BABAALIBABA GROUP HLDG LTD | $19K |
VCSHVANGUARD SCOTTSDALE FDS | $19K |
VFHVANGUARD WORLD FD | $17K |
7HPHP INC | $17K |
NKENIKE INC | $17K |
AEEAMEREN CORP | $17K |
KMIKINDER MORGAN INC DEL | $17K |
NFGNATIONAL FUEL GAS CO | $16K |
JOBYJOBY AVIATION INC | $16K |
ROSTROSS STORES INC | $16K |
RMAXRE MAX HLDGS INC | $16K |
STWDSTARWOOD PPTY TR INC | $16K |
GLWCORNING INC | $16K |
XJEQXABRDN JAPAN EQUITY FUND INC | $16K |
ESGEISHARES INC | $16K |
RBLXROBLOX CORP | $15K |
AWAYAMPLIFY ETF TR | $15K |
AHRAMERICAN HEALTHCARE REIT INC | $15K |
KBHKB HOME | $15K |
XLVSELECT SECTOR SPDR TR | $15K |
8CWCROWN CASTLE INC | $15K |
FBINFORTUNE BRANDS INNOVATIONS I | $15K |
VLOVALERO ENERGY CORP | $15K |
ACHRARCHER AVIATION INC | $15K |
IWSISHARES TR | $15K |
LOBLIVE OAK BANCSHARES INC | $14K |
KMBKIMBERLY-CLARK CORP | $14K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $14K |
CZWICITIZENS CMNTY BANCORP INC M | $13K |
SONYSONY GROUP CORP | $13K |
PHOINVESCO EXCHANGE TRADED FD T | $13K |
MBWMMERCANTILE BK CORP | $13K |
KFKOREA FD INC | $13K |
VWOBVANGUARD WHITEHALL FDS | $13K |
MNSTMONSTER BEVERAGE CORP NEW | $13K |
BEBLOOM ENERGY CORP | $13K |
DNPDNP SELECT INCOME FD INC | $12K |
CCOCAMECO CORP | $12K |
MGYMAGNOLIA OIL & GAS CORP | $12K |
GILDGILEAD SCIENCES INC | $12K |
LQDISHARES TR | $12K |
CCLDCARECLOUD INC | $12K |
SCISERVICE CORP INTL | $12K |