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)

StockValue
IEMGISHARES INC
$105K
ITOTISHARES TR
$102K
IWBISHARES TR
$101K
BMYBRISTOL-MYERS SQUIBB CO
$98K
NUENUCOR CORP
$98K
GEVGE VERNOVA INC
$97K
YUMCYUM CHINA HLDGS INC
$95K
VTVANGUARD INTL EQUITY INDEX F
$94K
IDXXIDEXX LABS INC
$92K
SNPSSYNOPSYS INC
$92K
LSTRLANDSTAR SYS INC
$90K
HWMHOWMET AEROSPACE INC
$90K
DFASDIMENSIONAL ETF TRUST
$90K
PPLPPL CORP
$90K
BPBP PLC
$89K
BXBLACKSTONE INC
$89K
ASANASANA INC
$87K
CACCCREDIT ACCEP CORP MICH
$87K
EPDENTERPRISE PRODS PARTNERS L
$86K
BABOEING CO
$85K
COPCONOCOPHILLIPS
$85K
CARRCARRIER GLOBAL CORPORATION
$85K
ELLAUDER ESTEE COS INC
$84K
CVSCVS HEALTH CORP
$84K
RDDTREDDIT INC
$83K
CA8ACACI INTL INC
$82K
AMATAPPLIED MATLS INC
$82K
CDNSCADENCE DESIGN SYSTEM INC
$82K
DCHAMERICAN AXLE & MFG HLDGS IN
$81K
SCHXSCHWAB STRATEGIC TR
$81K
MSCIMSCI INC
$81K
MFCMANULIFE FINL CORP
$81K
IJJISHARES TR
$79K
DDDUPONT DE NEMOURS INC
$78K
AZNASTRAZENECA PLC
$77K
OTISOTIS WORLDWIDE CORP
$76K
KRKROGER CO
$76K
DTDWISDOMTREE TR
$75K
MCOMOODYS CORP
$73K
IWDISHARES TR
$73K
SCHDSCHWAB STRATEGIC TR
$72K
EDCONSOLIDATED EDISON INC
$72K
USPHU S PHYSICAL THERAPY
$72K
STTSTATE STR CORP
$71K
JBLJABIL INC
$71K
BNDXVANGUARD CHARLOTTE FDS
$71K
ESGUISHARES TR
$71K
USRTISHARES TR
$69K
OKEONEOK INC NEW
$69K
SOSOUTHERN CO
$69K
JMEEJ P MORGAN EXCHANGE TRADED F
$68K
RMERESMED INC
$67K
DFATDIMENSIONAL ETF TRUST
$66K
TMUST-MOBILE US INC
$66K
DYHTARGET CORP
$65K
VPUVANGUARD WORLD FD
$64K
FEFIRSTENERGY CORP
$63K
FVDFIRST TR VALUE LINE DIVID IN
$63K
SGOLETFS GOLD TR
$62K
PYPLPAYPAL HLDGS INC
$61K
ICEINTERCONTINENTAL EXCHANGE IN
$61K
PEOEXELON CORP
$58K
VEUVANGUARD INTL EQUITY INDEX F
$57K
SYFSYNCHRONY FINANCIAL
$57K
CRWDCROWDSTRIKE HLDGS INC
$57K
CITHE CIGNA GROUP
$56K
CTVACORTEVA INC
$55K
EQIXEQUINIX INC
$54K
INVHINVITATION HOMES INC
$52K
EGPEASTGROUP PPTYS INC
$52K
TRMKTRUSTMARK CORP
$51K
HONHONEYWELL INTL INC
$50K
DOWDOW INC
$50K
PANWPALO ALTO NETWORKS INC
$50K
IAU*ISHARES GOLD TR
$50K
SOLVSOLVENTUM CORP
$50K
FXCINVESCO CURRENCYSHARES CDN D
$49K
WDFCWD 40 CO
$48K
METMETLIFE INC
$47K
MARMARRIOTT INTL INC NEW
$47K
JPREJ P MORGAN EXCHANGE TRADED F
$47K
AFGAMERICAN FINL GROUP INC OHIO
$47K
ADMARCHER DANIELS MIDLAND CO
$47K
OKTAOKTA INC
$47K
BNDVANGUARD BD INDEX FDS
$46K
ACMAECOM
$46K
ENRENERGIZER HLDGS INC NEW
$46K
GNTXGENTEX CORP
$46K
RGENREPLIGEN CORP
$46K
COINCOINBASE GLOBAL INC
$45K
VTIPVANGUARD MALVERN FDS
$45K
VCRVANGUARD WORLD FD
$44K
XYZBLOCK INC
$44K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$44K
CBUCOMMUNITY FINANCIAL SYSTEM I
$44K
ESGDISHARES TR
$44K
LVSLAS VEGAS SANDS CORP
$42K
ENBENBRIDGE INC
$41K
DVNDEVON ENERGY CORP NEW
$41K
USMVISHARES TR
$40K
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