Center for Financial Planning, Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$961K
Holdings
702
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (702 positions)
| Stock | Value |
|---|---|
NFLXNETFLIX INC | $454K |
DISDISNEY WALT CO | $445K |
AMGNAMGEN INC | $441K |
ANETARISTA NETWORKS INC | $425K |
EFVISHARES TR | $424K |
OREALTY INCOME CORP | $411K |
ALSALLSTATE CORP | $404K |
UNHUNITEDHEALTH GROUP INC | $387K |
NXPINXP SEMICONDUCTORS N V | $387K |
MUBISHARES TR | $377K |
HBANHUNTINGTON BANCSHARES INC | $376K |
GEGE AEROSPACE | $374K |
YUMYUM BRANDS INC | $371K |
PFEPFIZER INC | $367K |
ORCLORACLE CORP | $363K |
VOOVANGUARD INDEX FDS | $339K |
ARTYISHARES TR | $332K |
MDLZMONDELEZ INTL INC | $319K |
GQ9SPDR GOLD TR | $318K |
MOALTRIA GROUP INC | $317K |
AJGGALLAGHER ARTHUR J & CO | $316K |
IQVIQVIA HLDGS INC | $309K |
FISFIDELITY NATL INFORMATION SV | $306K |
TAT&T INC | $305K |
ROKROCKWELL AUTOMATION INC | $298K |
QMARFIRST TR EXCHNG TRADED FD VI | $296K |
ETRENTERGY CORP NEW | $292K |
TIPISHARES TR | $291K |
VYMVANGUARD WHITEHALL FDS | $289K |
CMCSACOMCAST CORP NEW | $286K |
DTMDT MIDSTREAM INC | $282K |
BBYBEST BUY INC | $275K |
IWFISHARES TR | $267K |
CMGCHIPOTLE MEXICAN GRILL INC | $265K |
UPSUNITED PARCEL SERVICE INC | $264K |
LMTLOCKHEED MARTIN CORP | $261K |
HSICHENRY SCHEIN INC | $257K |
BACBANK AMERICA CORP | $255K |
MFCMANULIFE FINL CORP | $251K |
ITOTISHARES TR | $251K |
ADBEADOBE INC | $250K |
SLYVSPDR SERIES TRUST | $243K |
STESTERIS PLC | $243K |
WFCWELLS FARGO CO NEW | $239K |
UBERUBER TECHNOLOGIES INC | $235K |
FANGDIAMONDBACK ENERGY INC | $230K |
AONAON PLC | $230K |
AORISHARES TR | $229K |
SDYSPDR SERIES TRUST | $223K |
VNQVANGUARD INDEX FDS | $219K |
IWOISHARES TR | $218K |
IYRISHARES TR | $214K |
AMATAPPLIED MATLS INC | $214K |
LCNBLCNB CORP | $207K |
APHAMPHENOL CORP NEW | $205K |
PRFZINVESCO EXCHANGE TRADED FD T | $199K |
DJTTRUMP MEDIA & TECHNOLOGY GRO | $196K |
PSAPUBLIC STORAGE OPER CO | $190K |
LULULULULEMON ATHLETICA INC | $189K |
LUVSOUTHWEST AIRLS CO | $187K |
BABOEING CO | $181K |
DC4DEXCOM INC | $179K |
LHXL3HARRIS TECHNOLOGIES INC | $177K |
DUKDUKE ENERGY CORP NEW | $172K |
SWKSTANLEY BLACK & DECKER INC | $171K |
DONSPDR DOW JONES INDL AVERAGE | $171K |
IVWISHARES TR | $168K |
CLSCELESTICA INC | $167K |
EWEDWARDS LIFESCIENCES CORP | $162K |
HALHALLIBURTON CO | $161K |
IWYISHARES TR | $154K |
NOWSERVICENOW INC | $151K |
VPUVANGUARD WORLD FD | $144K |
HWMHOWMET AEROSPACE INC | $143K |
IEFISHARES TR | $143K |
VEUVANGUARD INTL EQUITY INDEX F | $140K |
VFQYVANGUARD WELLINGTON FD | $138K |
SOSOUTHERN CO | $134K |
NUENUCOR CORP | $134K |
VOEVANGUARD INDEX FDS | $130K |
CRWDCROWDSTRIKE HLDGS INC | $128K |
DCHAMERICAN AXLE & MFG HLDGS IN | $128K |
AFLAFLAC INC | $124K |
CDNSCADENCE DESIGN SYSTEM INC | $123K |
ELVELEVANCE HEALTH INC FORMERLY | $122K |
JBLJABIL INC | $120K |
SNPSSYNOPSYS INC | $119K |
NSCNORFOLK SOUTHN CORP | $118K |
OGEOGE ENERGY CORP | $116K |
FISVFISERV INC | $112K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $112K |
CLIPGLOBAL X FDS | $112K |
XYZBLOCK INC | $110K |
ESEVERSOURCE ENERGY | $110K |
VTVANGUARD INTL EQUITY INDEX F | $109K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $109K |
NVONOVO-NORDISK A S | $108K |
CVSCVS HEALTH CORP | $106K |
COINCOINBASE GLOBAL INC | $106K |
RDDTREDDIT INC | $105K |