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 |
|---|---|---|---|---|---|
| 301 | JPREJ P MORGAN EXCHANGE TRADED F | 981 | $46K | 0.01% | |
| 302 | WDFCWD 40 CO | 200 | $45K | 0.01% | |
| 303 | ATGEADTALEM GLOBAL ED INC | 354 | $45K | 0.01% | |
| 304 | AFGAMERICAN FINL GROUP INC OHIO | 363 | $45K | 0.01% | |
| 305 | URIUNITED RENTALS INC | 60 | $45K | 0.01% | |
| 306 | OKTAOKTA INC | 450 | $44K | 0.01% | |
| 307 | COHRCOHERENT CORP | 500 | $44K | 0.01% | |
| 308 | CBUCOMMUNITY FINANCIAL SYSTEM I | 780 | $44K | 0.01% | |
| 309 | IOOISHARES TR | 404 | $43K | 0.00% | |
| 310 | GNTXGENTEX CORP | 2,000 | $43K | 0.00% | |
| 311 | MGCVANGUARD WORLD FD | 195 | $43K | 0.00% | |
| 312 | SPHQINVESCO EXCHANGE TRADED FD T | 597 | $42K | 0.00% | |
| 313 | BOXBOX INC | 1,250 | $42K | 0.00% | |
| 314 | DELLDELL TECHNOLOGIES INC | 345 | $42K | 0.00% | |
| 315 | ENBENBRIDGE INC | 943 | $42K | 0.00% | |
| 316 | PSLV/USPROTT PHYSICAL SILVER TR | 3,383 | $41K | 0.00% | |
| 317 | PHYS/USPROTT PHYSICAL GOLD TR | 1,641 | $41K | 0.00% | |
| 318 | PEOEXELON CORP | 939 | $40K | 0.00% | |
| 319 | XLFSELECT SECTOR SPDR TR | 763 | $39K | 0.00% | |
| 320 | DEDEERE & CO | 76 | $38K | 0.00% | |
| 321 | ZSZSCALER INC | 124 | $38K | 0.00% | |
| 322 | ALTGALTA EQUIPMENT GROUP INC | 5,913 | $37K | 0.00% | |
| 323 | IYFISHARES TR | 310 | $37K | 0.00% | |
| 324 | LLOEWS CORP | 400 | $36K | 0.00% | |
| 325 | DDOMINION ENERGY INC | 641 | $36K | 0.00% | |
| 326 | BLFSBIOLIFE SOLUTIONS INC | 1,714 | $36K | 0.00% | |
| 327 | SSBKSOUTHERN STS BANCSHARES INC | 1,000 | $36K | 0.00% | |
| 328 | BPBP PLC | 1,210 | $36K | 0.00% | |
| 329 | CHEFCHEFS WHSE INC | 550 | $35K | 0.00% | |
| 330 | BAXBAXTER INTL INC | 1,164 | $35K | 0.00% | |
| 331 | WECWEC ENERGY GROUP INC | 333 | $34K | 0.00% | |
| 332 | FXUFIRST TR EXCHANGE TRADED FD | 825 | $34K | 0.00% | |
| 333 | ETXEATON VANCE MUN INCOME 2028 | 1,920 | $34K | 0.00% | |
| 334 | XYLXYLEM INC | 266 | $34K | 0.00% | |
| 335 | DOWDOW INC | 1,278 | $33K | 0.00% | |
| 336 | MASMASCO CORP | 517 | $33K | 0.00% | |
| 337 | HIGHARTFORD INSURANCE GROUP INC | 266 | $33K | 0.00% | |
| 338 | INTCINTEL CORP | 1,514 | $33K | 0.00% | |
| 339 | BWXSPDR SERIES TRUST | 1,403 | $32K | 0.00% | |
| 340 | SCHFSCHWAB STRATEGIC TR | 1,449 | $32K | 0.00% | |
| 341 | EEMISHARES TR | 666 | $32K | 0.00% | |
| 342 | PHPARKER-HANNIFIN CORP | 46 | $32K | 0.00% | |
| 343 | TPRTAPESTRY INC | 356 | $31K | 0.00% | |
| 344 | MQ8MAG SILVER CORP | 1,500 | $31K | 0.00% | |
| 345 | ENRENERGIZER HLDGS INC NEW | 1,542 | $31K | 0.00% | |
| 346 | KELKELLANOVA | 400 | $31K | 0.00% | |
| 347 | BNDXVANGUARD CHARLOTTE FDS | 637 | $31K | 0.00% | |
| 348 | FJULFIRST TR EXCHNG TRADED FD VI | 600 | $31K | 0.00% | |
| 349 | PIDINVESCO EXCHANGE TRADED FD T | 1,521 | $31K | 0.00% | |
| 350 | MMDNYLI MACKAY DEFINEDTERM MUNI | 2,000 | $29K | 0.00% | |
| 351 | SAPSAP SE | 98 | $29K | 0.00% | |
| 352 | PLPCPREFORMED LINE PRODS CO | 185 | $29K | 0.00% | |
| 353 | BLDTOPBUILD CORP | 90 | $29K | 0.00% | |
| 354 | WBDWARNER BROS DISCOVERY INC | 2,545 | $29K | 0.00% | |
| 355 | SPOTSPOTIFY TECHNOLOGY S A | 37 | $28K | 0.00% | |
| 356 | FBTFIRST TR EXCHANGE-TRADED FD | 175 | $28K | 0.00% | |
| 357 | AWCAMERICAN WTR WKS CO INC NEW | 200 | $27K | 0.00% | |
| 358 | USMVISHARES TR | 293 | $27K | 0.00% | |
| 359 | DONWISDOMTREE TR | 552 | $27K | 0.00% | |
| 360 | SPMDSPDR SERIES TRUST | 481 | $26K | 0.00% | |
| 361 | XGDVXGABELLI DIVID & INCOME TR | 1,000 | $26K | 0.00% | |
| 362 | ABGCENCORA INC | 88 | $26K | 0.00% | |
| 363 | BLKBLACKROCK INC | 25 | $26K | 0.00% | |
| 364 | FRDMEA SERIES TRUST | 650 | $26K | 0.00% | |
| 365 | NVSNNOVARTIS AG | 210 | $25K | 0.00% | |
| 366 | ZTSZOETIS INC | 163 | $25K | 0.00% | |
| 367 | CCLCARNIVAL CORP | 904 | $25K | 0.00% | |
| 368 | AIGAMERICAN INTL GROUP INC | 300 | $25K | 0.00% | |
| 369 | VOTVANGUARD INDEX FDS | 88 | $25K | 0.00% | |
| 370 | BHPBHP GROUP LTD | 500 | $24K | 0.00% | |
| 371 | CEGCONSTELLATION ENERGY CORP | 77 | $24K | 0.00% | |
| 372 | SLVISHARES SILVER TR | 750 | $24K | 0.00% | |
| 373 | IDEVISHARES TR | 323 | $24K | 0.00% | |
| 374 | DGDOLLAR GEN CORP NEW | 217 | $24K | 0.00% | |
| 375 | XLISELECT SECTOR SPDR TR | 165 | $24K | 0.00% | |
| 376 | GEHCGE HEALTHCARE TECHNOLOGIES I | 316 | $23K | 0.00% | |
| 377 | CSXCSX CORP | 720 | $23K | 0.00% | |
| 378 | 0VVBPARAMOUNT GLOBAL | 1,856 | $23K | 0.00% | |
| 379 | VXFVANGUARD INDEX FDS | 122 | $23K | 0.00% | |
| 380 | MXEMEXICO EQUITY & INCOME FD | 2,213 | $23K | 0.00% | |
| 381 | CWBSPDR SERIES TRUST | 284 | $23K | 0.00% | |
| 382 | BSXBOSTON SCIENTIFIC CORP | 209 | $22K | 0.00% | |
| 383 | VRTXVERTEX PHARMACEUTICALS INC | 50 | $22K | 0.00% | |
| 384 | DFEBFIRST TR EXCHNG TRADED FD VI | 500 | $22K | 0.00% | |
| 385 | CMACOMERICA INC | 364 | $21K | 0.00% | |
| 386 | SPSMSPDR SERIES TRUST | 500 | $21K | 0.00% | |
| 387 | PG4PRINCIPAL FINANCIAL GROUP IN | 264 | $20K | 0.00% | |
| 388 | KEYSKEYSIGHT TECHNOLOGIES INC | 123 | $20K | 0.00% | |
| 389 | IRTINDEPENDENCE RLTY TR INC | 1,134 | $20K | 0.00% | |
| 390 | WELLWELLTOWER INC | 133 | $20K | 0.00% | |
| 391 | ITTITT INC | 133 | $20K | 0.00% | |
| 392 | A4SAMERIPRISE FINL INC | 39 | $20K | 0.00% | |
| 393 | BABAALIBABA GROUP HLDG LTD | 172 | $19K | 0.00% | |
| 394 | GSGOLDMAN SACHS GROUP INC | 28 | $19K | 0.00% | |
| 395 | FHLCFIDELITY COVINGTON TRUST | 300 | $19K | 0.00% | |
| 396 | TXNTEXAS INSTRS INC | 94 | $19K | 0.00% | |
| 397 | VCSHVANGUARD SCOTTSDALE FDS | 250 | $19K | 0.00% | |
| 398 | NETCLOUDFLARE INC | 100 | $19K | 0.00% | |
| 399 | XLYSELECT SECTOR SPDR TR | 87 | $18K | 0.00% | |
| 400 | SHWSHERWIN WILLIAMS CO | 54 | $18K | 0.00% |