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 |
|---|---|
PLPCPREFORMED LINE PRODS CO | $38K |
DOWDOW INC | $38K |
AALAMERICAN AIRLS GROUP INC | $38K |
OKTAOKTA INC | $38K |
IWDISHARES TR | $37K |
APLDAPPLIED DIGITAL CORP | $37K |
BOXBOX INC | $37K |
CXHMFS INVT GRADE MUN TR | $36K |
HIGHARTFORD INSURANCE GROUP INC | $36K |
XYLXYLEM INC | $36K |
EEMISHARES TR | $36K |
FBTFIRST TR EXCHANGE-TRADED FD | $36K |
QQNITY ELECTRONICS INC | $35K |
ETXEATON VANCE MUN INCOME 2028 | $35K |
WECWEC ENERGY GROUP INC | $35K |
ATGEADTALEM GLOBAL ED INC | $35K |
CHEFCHEFS WHSE INC | $34K |
SCHFSCHWAB STRATEGIC TR | $34K |
PEOEXELON CORP | $34K |
EOTEATON VANCE NATL MUN OPPORT | $33K |
FJULFIRST TR EXCHNG TRADED FD VI | $33K |
CRWVCOREWEAVE INC | $33K |
FRDMEA SERIES TRUST | $33K |
ENBENBRIDGE INC | $33K |
PIDINVESCO EXCHANGE TRADED FD T | $33K |
KMXCARMAX INC | $32K |
ALTGALTA EQUIPMENT GROUP INC | $32K |
MASMASCO CORP | $32K |
BWXSPDR SERIES TRUST | $31K |
ENRENERGIZER HLDGS INC NEW | $30K |
BHPBHP GROUP LTD | $30K |
IWSISHARES TR | $29K |
BNDXVANGUARD CHARLOTTE FDS | $29K |
SPMDSPDR SERIES TRUST | $29K |
MMDNYLI MACKAY DEFINEDTERM MUNI | $29K |
NVSNNOVARTIS AG | $28K |
DGDOLLAR GEN CORP NEW | $28K |
GLWCORNING INC | $28K |
DONWISDOMTREE TR | $28K |
BABAALIBABA GROUP HLDG LTD | $28K |
USARUSA RARE EARTH INC | $28K |
USMVISHARES TR | $27K |
CCLCARNIVAL CORP | $27K |
ZSZSCALER INC | $27K |
XGDVXGABELLI DIVID & INCOME TR | $27K |
ADMAADMA BIOLOGICS INC | $27K |
ACHRARCHER AVIATION INC | $26K |
IDEVISHARES TR | $26K |
CSXCSX CORP | $26K |
AWCAMERICAN WTR WKS CO INC NEW | $26K |
CMACOMERICA INC | $25K |
CWBSPDR SERIES TRUST | $25K |
XLISELECT SECTOR SPDR TR | $25K |
VXFVANGUARD INDEX FDS | $25K |
AIGAMERICAN INTL GROUP INC | $25K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $25K |
SOFISOFI TECHNOLOGIES INC | $24K |
SPSMSPDR SERIES TRUST | $24K |
KEYSKEYSIGHT TECHNOLOGIES INC | $24K |
PSKYPARAMOUNT SKYDANCE CORP | $24K |
IVEISHARES TR | $24K |
ITTITT INC | $23K |
PG4PRINCIPAL FINANCIAL GROUP IN | $23K |
DFEBFIRST TR EXCHNG TRADED FD VI | $23K |
BAXBAXTER INTL INC | $22K |
LNGCHENIERE ENERGY INC | $22K |
FHLCFIDELITY COVINGTON TRUST | $22K |
ROSTROSS STORES INC | $22K |
NKENIKE INC | $21K |
JOBYJOBY AVIATION INC | $20K |
NFGNATIONAL FUEL GAS CO | $20K |
CLFCLEVELAND-CLIFFS INC NEW | $20K |
AHRAMERICAN HEALTHCARE REIT INC | $20K |
ZTSZOETIS INC | $20K |
XLYSELECT SECTOR SPDR TR | $20K |
RUNSUNRUN INC | $20K |
MRVLMARVELL TECHNOLOGY INC | $20K |
LQDISHARES TR | $20K |
GDXVANECK ETF TRUST | $19K |
VCSHVANGUARD SCOTTSDALE FDS | $19K |
IRTINDEPENDENCE RLTY TR INC | $19K |
BSXBOSTON SCIENTIFIC CORP | $19K |
AEEAMEREN CORP | $18K |
GDRXGOODRX HLDGS INC | $18K |
VLOVALERO ENERGY CORP | $18K |
NUVNUVEEN MUN VALUE FD INC | $18K |
TXNTEXAS INSTRS INC | $18K |
7HPHP INC | $18K |
VFHVANGUARD WORLD FD | $18K |
KFKOREA FD INC | $18K |
UWMCUWM HOLDINGS CORPORATION | $17K |
CZWICITIZENS CMNTY BANCORP INC M | $17K |
XLVSELECT SECTOR SPDR TR | $17K |
LOBLIVE OAK BANCSHARES INC | $17K |
NBISNEBIUS GROUP N.V. | $17K |
MNSTMONSTER BEVERAGE CORP NEW | $16K |
KMIKINDER MORGAN INC DEL | $16K |
CCOCAMECO CORP | $16K |
KBHKB HOME | $16K |
AXGNAXOGEN INC | $16K |