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 | Value |
|---|---|
7HPHP INC | $17K |
NKENIKE INC | $17K |
VFHVANGUARD WORLD FD | $17K |
AEEAMEREN CORP | $17K |
KMIKINDER MORGAN INC DEL | $17K |
NFGNATIONAL FUEL GAS CO | $16K |
RMAXRE MAX HLDGS INC | $16K |
GLWCORNING INC | $16K |
ROSTROSS STORES INC | $16K |
XJEQXABRDN JAPAN EQUITY FUND INC | $16K |
STWDSTARWOOD PPTY TR INC | $16K |
ESGEISHARES INC | $16K |
JOBYJOBY AVIATION INC | $16K |
KBHKB HOME | $15K |
AWAYAMPLIFY ETF TR | $15K |
XLVSELECT SECTOR SPDR TR | $15K |
FBINFORTUNE BRANDS INNOVATIONS I | $15K |
ACHRARCHER AVIATION INC | $15K |
8CWCROWN CASTLE INC | $15K |
AHRAMERICAN HEALTHCARE REIT INC | $15K |
VLOVALERO ENERGY CORP | $15K |
IWSISHARES TR | $15K |
LNGCHENIERE ENERGY INC | $15K |
SMHVANECK ETF TRUST | $15K |
RBLXROBLOX CORP | $15K |
AIZASSURANT INC | $14K |
KMBKIMBERLY-CLARK CORP | $14K |
LOBLIVE OAK BANCSHARES INC | $14K |
PHOINVESCO EXCHANGE TRADED FD T | $13K |
MBWMMERCANTILE BK CORP | $13K |
MNSTMONSTER BEVERAGE CORP NEW | $13K |
VWOBVANGUARD WHITEHALL FDS | $13K |
SONYSONY GROUP CORP | $13K |
KFKOREA FD INC | $13K |
CZWICITIZENS CMNTY BANCORP INC M | $13K |
BEBLOOM ENERGY CORP | $13K |
SBUXSTARBUCKS CORP | $12K |
AMEAMETEK INC | $12K |
SPGSIMON PPTY GROUP INC NEW | $12K |
DNPDNP SELECT INCOME FD INC | $12K |
TTENTOTALENERGIES SE | $12K |
MGYMAGNOLIA OIL & GAS CORP | $12K |
CCOCAMECO CORP | $12K |
TRVTRAVELERS COMPANIES INC | $12K |
EFGISHARES TR | $12K |
IBNICICI BANK LIMITED | $12K |
LQDISHARES TR | $12K |
CCLDCARECLOUD INC | $12K |
SCISERVICE CORP INTL | $12K |
GILDGILEAD SCIENCES INC | $12K |
VRSKVERISK ANALYTICS INC | $11K |
VCITVANGUARD SCOTTSDALE FDS | $11K |
LENLENNAR CORP | $11K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $11K |
TRVCCITIGROUP INC | $11K |
CHICALAMOS CONV OPPORTUNITIES & | $11K |
GDXVANECK ETF TRUST | $11K |
LPLALPL FINL HLDGS INC | $11K |
NGVTINGEVITY CORP | $10K |
CARTMAPLEBEAR INC | $9K |
EAELECTRONIC ARTS INC | $9K |
KDKYNDRYL HLDGS INC | $9K |
FLRNSPDR SERIES TRUST | $9K |
HBC2HSBC HLDGS PLC | $9K |
TELTE CONNECTIVITY PLC | $9K |
ESMLISHARES TR | $9K |
BBJPJ P MORGAN EXCHANGE TRADED F | $9K |
RUNSUNRUN INC | $9K |
ICSHISHARES TR | $9K |
ALVAUTOLIV INC | $9K |
ORLYOREILLY AUTOMOTIVE INC | $9K |
SJMSMUCKER J M CO | $9K |
CMSCMS ENERGY CORP | $8K |
EFAVISHARES TR | $8K |
PRUPRUDENTIAL FINL INC | $8K |
SPIBSPDR SERIES TRUST | $8K |
VRTVERTIV HOLDINGS CO | $8K |
SLBSCHLUMBERGER LTD | $8K |
SRPTSAREPTA THERAPEUTICS INC | $8K |
AQLTISHARES TR | $8K |
SHOPSHOPIFY INC | $8K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $8K |
KNXKNIGHT-SWIFT TRANSN HLDGS IN | $8K |
SHELSHELL PLC | $7K |
CAGCONAGRA BRANDS INC | $7K |
MCHPMICROCHIP TECHNOLOGY INC. | $7K |
HLNHALEON PLC | $7K |
STZCONSTELLATION BRANDS INC | $7K |
HDBHDFC BANK LTD | $7K |
URAGLOBAL X FDS | $7K |
HPEHEWLETT PACKARD ENTERPRISE C | $6K |
NIONIO INC | $6K |
DOCHEALTHPEAK PROPERTIES INC | $6K |
PSXPHILLIPS 66 | $6K |
BAC 7.25 PERP LBANK AMERICA CORP | $6K |
—RAMACO RES INC | $6K |
FTITECHNIPFMC PLC | $6K |
XLBSELECT SECTOR SPDR TR | $6K |
BBCAJ P MORGAN EXCHANGE TRADED F | $6K |
LITGLOBAL X FDS | $6K |