Center for Financial Planning, Inc. Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$782.6M
Holdings
700
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (700 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DALDELTA AIR LINES INC DEL | 10,992 | $479K | 0.06% | |
| 102 | BACVERIZON COMMUNICATIONS INC | 10,239 | $464K | 0.06% | |
| 103 | EFVISHARES TR | 7,611 | $448K | 0.06% | |
| 104 | DRIDARDEN RESTAURANTS INC | 2,145 | $445K | 0.06% | |
| 105 | MDTMEDTRONIC PLC | 4,857 | $436K | 0.06% | |
| 106 | VTEBVANGUARD MUN BD FDS | 8,692 | $431K | 0.06% | |
| 107 | EFAISHARES TR | 5,103 | $417K | 0.05% | |
| 108 | CMGCHIPOTLE MEXICAN GRILL INC | 8,037 | $403K | 0.05% | |
| 109 | RTXRTX CORPORATION | 3,032 | $401K | 0.05% | |
| 110 | USBUS BANCORP DEL | 9,493 | $400K | 0.05% | |
| 111 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,694 | $386K | 0.05% | |
| 112 | TAT&T INC | 13,654 | $386K | 0.05% | |
| 113 | CMCSACOMCAST CORP NEW | 10,421 | $384K | 0.05% | |
| 114 | NXPINXP SEMICONDUCTORS N V | 1,999 | $379K | 0.05% | |
| 115 | PFEPFIZER INC | 14,769 | $374K | 0.05% | |
| 116 | IWFISHARES TR | 1,032 | $372K | 0.05% | |
| 117 | TJXTJX COS INC NEW | 3,056 | $372K | 0.05% | |
| 118 | MDLZMONDELEZ INTL INC | 5,470 | $371K | 0.05% | |
| 119 | ALSALLSTATE CORP | 1,784 | $369K | 0.05% | |
| 120 | LHXL3HARRIS TECHNOLOGIES INC | 1,723 | $360K | 0.05% | |
| 121 | OREALTY INCOME CORP | 6,139 | $356K | 0.05% | |
| 122 | HBANHUNTINGTON BANCSHARES INC | 22,846 | $342K | 0.04% | |
| 123 | IYWISHARES TR | 2,384 | $334K | 0.04% | |
| 124 | MOALTRIA GROUP INC | 5,507 | $330K | 0.04% | |
| 125 | DISDISNEY WALT CO | 3,253 | $321K | 0.04% | |
| 126 | AMDADVANCED MICRO DEVICES INC | 3,127 | $321K | 0.04% | |
| 127 | FISFIDELITY NATL INFORMATION SV | 4,298 | $320K | 0.04% | |
| 128 | 4DHDANA INC | 24,000 | $319K | 0.04% | |
| 129 | COSTCOSTCO WHSL CORP NEW | 334 | $315K | 0.04% | |
| 130 | JCIJOHNSON CTLS INTL PLC | 3,847 | $308K | 0.04% | |
| 131 | ADIANALOG DEVICES INC | 1,454 | $293K | 0.04% | |
| 132 | IQVIQVIA HLDGS INC | 1,634 | $288K | 0.04% | |
| 133 | TIPISHARES TR | 2,580 | $286K | 0.04% | |
| 134 | YUMYUM BRANDS INC | 1,802 | $283K | 0.04% | |
| 135 | EWEDWARDS LIFESCIENCES CORP | 3,901 | $282K | 0.04% | |
| 136 | LMTLOCKHEED MARTIN CORP | 625 | $279K | 0.04% | |
| 137 | UPSUNITED PARCEL SERVICE INC | 2,446 | $269K | 0.03% | |
| 138 | ORCLORACLE CORP | 1,931 | $269K | 0.03% | |
| 139 | AONAON PLC | 653 | $260K | 0.03% | |
| 140 | BBYBEST BUY INC | 3,448 | $253K | 0.03% | |
| 141 | VNQVANGUARD INDEX FDS | 2,671 | $241K | 0.03% | |
| 142 | GEGE AEROSPACE | 1,174 | $234K | 0.03% | |
| 143 | HSICHENRY SCHEIN INC | 3,406 | $233K | 0.03% | |
| 144 | AMGNAMGEN INC | 750 | $233K | 0.03% | |
| 145 | FANGDIAMONDBACK ENERGY INC | 1,449 | $231K | 0.03% | |
| 146 | VYMVANGUARD WHITEHALL FDS | 1,771 | $228K | 0.03% | |
| 147 | ISRGINTUITIVE SURGICAL INC | 458 | $226K | 0.03% | |
| 148 | ANETARISTA NETWORKS INC | 2,900 | $224K | 0.03% | |
| 149 | STESTERIS PLC | 987 | $223K | 0.03% | |
| 150 | VHTVANGUARD WORLD FD | 836 | $221K | 0.03% | |
| 151 | SDYSPDR SER TR | 1,609 | $218K | 0.03% | |
| 152 | IYRISHARES TR | 2,286 | $218K | 0.03% | |
| 153 | SLYVSPDR SER TR | 2,677 | $209K | 0.03% | |
| 154 | BACBANK AMERICA CORP | 4,839 | $201K | 0.03% | |
| 155 | ROKROCKWELL AUTOMATION INC | 767 | $198K | 0.03% | |
| 156 | AORISHARES TR | 3,370 | $194K | 0.02% | |
| 157 | PSAPUBLIC STORAGE OPER CO | 636 | $190K | 0.02% | |
| 158 | LCNBLCNB CORP | 12,664 | $187K | 0.02% | |
| 159 | GQ9SPDR GOLD TR | 652 | $187K | 0.02% | |
| 160 | AJGGALLAGHER ARTHUR J & CO | 535 | $184K | 0.02% | |
| 161 | DJTTRUMP MEDIA & TECHNOLOGY GRO | 9,389 | $183K | 0.02% | |
| 162 | UBERUBER TECHNOLOGIES INC | 2,473 | $180K | 0.02% | |
| 163 | SWKSTANLEY BLACK & DECKER INC | 2,308 | $177K | 0.02% | |
| 164 | CMICUMMINS INC | 564 | $176K | 0.02% | |
| 165 | IWOISHARES TR | 681 | $174K | 0.02% | |
| 166 | INTUINTUIT | 283 | $173K | 0.02% | |
| 167 | DONSPDR DOW JONES INDL AVERAGE | 406 | $170K | 0.02% | |
| 168 | DUKDUKE ENERGY CORP NEW | 1,370 | $167K | 0.02% | |
| 169 | PRFZINVESCO EXCHANGE TRADED FD T | 4,340 | $164K | 0.02% | |
| 170 | MAMASTERCARD INCORPORATED | 300 | $164K | 0.02% | |
| 171 | ELVELEVANCE HEALTH INC | 375 | $163K | 0.02% | |
| 172 | DTMDT MIDSTREAM INC | 1,679 | $161K | 0.02% | |
| 173 | NOWSERVICENOW INC | 198 | $157K | 0.02% | |
| 174 | LUVSOUTHWEST AIRLS CO | 4,633 | $155K | 0.02% | |
| 175 | APHAMPHENOL CORP NEW | 2,329 | $152K | 0.02% | |
| 176 | HALHALLIBURTON CO | 5,890 | $149K | 0.02% | |
| 177 | ASMLASML HOLDING N V | 222 | $147K | 0.02% | |
| 178 | IEFISHARES TR | 1,490 | $142K | 0.02% | |
| 179 | IWYISHARES TR | 626 | $132K | 0.02% | |
| 180 | HRBBLOCK H & R INC | 2,303 | $126K | 0.02% | |
| 181 | OGEOGE ENERGY CORP | 2,738 | $125K | 0.02% | |
| 182 | ADBEADOBE INC | 326 | $125K | 0.02% | |
| 183 | QCOMQUALCOMM INC | 820 | $125K | 0.02% | |
| 184 | IVWISHARES TR | 1,318 | $122K | 0.02% | |
| 185 | BSVVANGUARD BD INDEX FDS | 1,563 | $122K | 0.02% | |
| 186 | AFLAFLAC INC | 1,086 | $120K | 0.02% | |
| 187 | VFQYVANGUARD WELLINGTON FD | 900 | $120K | 0.02% | |
| 188 | VOEVANGUARD INDEX FDS | 736 | $118K | 0.02% | |
| 189 | DC4DEXCOM INC | 1,730 | $118K | 0.02% | |
| 190 | HYDVANECK ETF TRUST | 2,296 | $117K | 0.01% | |
| 191 | CATCATERPILLAR INC | 350 | $115K | 0.01% | |
| 192 | SCHGSCHWAB STRATEGIC TR | 4,569 | $114K | 0.01% | |
| 193 | MGKVANGUARD WORLD FD | 370 | $114K | 0.01% | |
| 194 | LULULULULEMON ATHLETICA INC | 398 | $112K | 0.01% | |
| 195 | ESEVERSOURCE ENERGY | 1,803 | $111K | 0.01% | |
| 196 | ADPAUTOMATIC DATA PROCESSING IN | 355 | $108K | 0.01% | |
| 197 | ABNBAIRBNB INC | 911 | $108K | 0.01% | |
| 198 | ESSESSEX PPTY TR INC | 350 | $107K | 0.01% | |
| 199 | PPGPPG INDS INC | 968 | $105K | 0.01% | |
| 200 | NSCNORFOLK SOUTHN CORP | 445 | $105K | 0.01% |