Center for Financial Planning, Inc. Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$871.9M
Holdings
647
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (647 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | HALHALLIBURTON CO | 5,890 | $120K | 0.01% | |
| 202 | COPCONOCOPHILLIPS | 1,333 | $119K | 0.01% | |
| 203 | RDDTREDDIT INC | 793 | $119K | 0.01% | |
| 204 | IDXXIDEXX LABS INC | 221 | $118K | 0.01% | |
| 205 | AFLAFLAC INC | 1,086 | $114K | 0.01% | |
| 206 | JBLJABIL INC | 527 | $114K | 0.01% | |
| 207 | ITOTISHARES TR | 840 | $113K | 0.01% | |
| 208 | IWBISHARES TR | 332 | $112K | 0.01% | |
| 209 | PPGPPG INDS INC | 968 | $110K | 0.01% | |
| 210 | XYZBLOCK INC | 1,632 | $110K | 0.01% | |
| 211 | CA8ACACI INTL INC | 225 | $107K | 0.01% | |
| 212 | NUENUCOR CORP | 822 | $106K | 0.01% | |
| 213 | NSCNORFOLK SOUTHN CORP | 412 | $105K | 0.01% | |
| 214 | SNPSSYNOPSYS INC | 205 | $105K | 0.01% | |
| 215 | ESEVERSOURCE ENERGY | 1,648 | $104K | 0.01% | |
| 216 | LULULULULEMON ATHLETICA INC | 440 | $104K | 0.01% | |
| 217 | CGDGCAPITAL GROUP DIVIDEND VALUE | 2,571 | $101K | 0.01% | |
| 218 | CDNSCADENCE DESIGN SYSTEM INC | 325 | $100K | 0.01% | |
| 219 | ESSESSEX PPTY TR INC | 350 | $99K | 0.01% | |
| 220 | VTVANGUARD INTL EQUITY INDEX F | 773 | $99K | 0.01% | |
| 221 | AFWALIGN TECHNOLOGY INC | 516 | $97K | 0.01% | |
| 222 | DFASDIMENSIONAL ETF TRUST | 1,518 | $96K | 0.01% | |
| 223 | BXBLACKSTONE INC | 640 | $95K | 0.01% | |
| 224 | CARRCARRIER GLOBAL CORPORATION | 1,290 | $94K | 0.01% | |
| 225 | FCXFREEPORT-MCMORAN INC | 2,166 | $93K | 0.01% | |
| 226 | CVSCVS HEALTH CORP | 1,341 | $92K | 0.01% | |
| 227 | BABOEING CO | 442 | $92K | 0.01% | |
| 228 | HYDVANECK ETF TRUST | 1,796 | $90K | 0.01% | |
| 229 | VGVENTURE GLOBAL INC | 5,792 | $90K | 0.01% | |
| 230 | CLSCELESTICA INC | 567 | $88K | 0.01% | |
| 231 | CACCCREDIT ACCEP CORP MICH | 170 | $86K | 0.01% | |
| 232 | BMYBRISTOL-MYERS SQUIBB CO | 1,869 | $86K | 0.01% | |
| 233 | IEMGISHARES INC | 1,430 | $85K | 0.01% | |
| 234 | STTSTATE STR CORP | 800 | $85K | 0.01% | |
| 235 | PPLPPL CORP | 2,498 | $84K | 0.01% | |
| 236 | BSVVANGUARD BD INDEX FDS | 1,060 | $83K | 0.01% | |
| 237 | LSTRLANDSTAR SYS INC | 600 | $83K | 0.01% | |
| 238 | MSCIMSCI INC | 145 | $83K | 0.01% | |
| 239 | IJJISHARES TR | 660 | $81K | 0.01% | |
| 240 | ASANASANA INC | 6,000 | $81K | 0.01% | |
| 241 | DCHAMERICAN AXLE & MFG HLDGS IN | 20,000 | $81K | 0.01% | |
| 242 | YUMCYUM CHINA HLDGS INC | 1,827 | $81K | 0.01% | |
| 243 | KRKROGER CO | 1,126 | $80K | 0.01% | |
| 244 | MCOMOODYS CORP | 158 | $79K | 0.01% | |
| 245 | ESGUISHARES TR | 588 | $79K | 0.01% | |
| 246 | DTDWISDOMTREE TR | 982 | $78K | 0.01% | |
| 247 | USPHU S PHYSICAL THERAPY | 1,001 | $78K | 0.01% | |
| 248 | EPDENTERPRISE PRODS PARTNERS L | 2,532 | $78K | 0.01% | |
| 249 | RMERESMED INC | 300 | $77K | 0.01% | |
| 250 | IWDISHARES TR | 390 | $75K | 0.01% | |
| 251 | SYFSYNCHRONY FINANCIAL | 1,096 | $73K | 0.01% | |
| 252 | AZNASTRAZENECA PLC | 1,057 | $73K | 0.01% | |
| 253 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 320 | $72K | 0.01% | |
| 254 | JMEEJ P MORGAN EXCHANGE TRADED F | 1,223 | $72K | 0.01% | |
| 255 | DDOGDATADOG INC | 531 | $71K | 0.01% | |
| 256 | OTISOTIS WORLDWIDE CORP | 710 | $70K | 0.01% | |
| 257 | DFATDIMENSIONAL ETF TRUST | 1,300 | $70K | 0.01% | |
| 258 | SCHWSCHWAB CHARLES CORP | 770 | $70K | 0.01% | |
| 259 | SOSOUTHERN CO | 754 | $69K | 0.01% | |
| 260 | USRTISHARES TR | 1,214 | $68K | 0.01% | |
| 261 | SCHDSCHWAB STRATEGIC TR | 2,598 | $68K | 0.01% | |
| 262 | EDCONSOLIDATED EDISON INC | 660 | $66K | 0.01% | |
| 263 | SGOLETFS GOLD TR | 2,100 | $66K | 0.01% | |
| 264 | VPUVANGUARD WORLD FD | 375 | $66K | 0.01% | |
| 265 | PLTRPALANTIR TECHNOLOGIES INC | 470 | $64K | 0.01% | |
| 266 | VEUVANGUARD INTL EQUITY INDEX F | 941 | $63K | 0.01% | |
| 267 | ADPAUTOMATIC DATA PROCESSING IN | 205 | $63K | 0.01% | |
| 268 | FVDFIRST TR EXCHANGE-TRADED FD | 1,418 | $63K | 0.01% | |
| 269 | FEFIRSTENERGY CORP | 1,559 | $62K | 0.01% | |
| 270 | CTVACORTEVA INC | 843 | $62K | 0.01% | |
| 271 | LVSLAS VEGAS SANDS CORP | 1,440 | $62K | 0.01% | |
| 272 | ICEINTERCONTINENTAL EXCHANGE IN | 342 | $62K | 0.01% | |
| 273 | RGENREPLIGEN CORP | 494 | $61K | 0.01% | |
| 274 | IWVISHARES TR | 176 | $61K | 0.01% | |
| 275 | PANWPALO ALTO NETWORKS INC | 294 | $60K | 0.01% | |
| 276 | RGTIRIGETTI COMPUTING INC | 5,137 | $60K | 0.01% | |
| 277 | DVNDEVON ENERGY CORP NEW | 1,856 | $59K | 0.01% | |
| 278 | TMUST-MOBILE US INC | 249 | $59K | 0.01% | |
| 279 | DDDUPONT DE NEMOURS INC | 853 | $58K | 0.01% | |
| 280 | DYHTARGET CORP | 583 | $57K | 0.01% | |
| 281 | ILMNILLUMINA INC | 588 | $56K | 0.01% | |
| 282 | CITHE CIGNA GROUP | 172 | $56K | 0.01% | |
| 283 | NVONOVO-NORDISK A S | 814 | $56K | 0.01% | |
| 284 | ACMAECOM | 500 | $56K | 0.01% | |
| 285 | METMETLIFE INC | 697 | $56K | 0.01% | |
| 286 | HONHONEYWELL INTL INC | 234 | $54K | 0.01% | |
| 287 | MARMARRIOTT INTL INC NEW | 199 | $54K | 0.01% | |
| 288 | TRMKTRUSTMARK CORP | 1,500 | $54K | 0.01% | |
| 289 | IAU*ISHARES GOLD TR | 850 | $53K | 0.01% | |
| 290 | QBTSD-WAVE QUANTUM INC | 3,645 | $53K | 0.01% | |
| 291 | EQIXEQUINIX INC | 67 | $53K | 0.01% | |
| 292 | FXCINVESCO CURRENCYSHARES CDN D | 735 | $52K | 0.01% | |
| 293 | NUNU HLDGS LTD | 3,787 | $51K | 0.01% | |
| 294 | ADMARCHER DANIELS MIDLAND CO | 984 | $51K | 0.01% | |
| 295 | EGPEASTGROUP PPTYS INC | 300 | $50K | 0.01% | |
| 296 | SOLVSOLVENTUM CORP | 669 | $50K | 0.01% | |
| 297 | VCRVANGUARD WORLD FD | 136 | $49K | 0.01% | |
| 298 | INVHINVITATION HOMES INC | 1,500 | $49K | 0.01% | |
| 299 | ESGDISHARES TR | 549 | $48K | 0.01% | |
| 300 | BNDVANGUARD BD INDEX FDS | 637 | $46K | 0.01% |