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)

StockValue
EIXEDISON INTL
$6K
ULUNILEVER PLC
$6K
EXPEEXPEDIA GROUP INC
$6K
NEMNEWMONT CORP
$5K
SPDWSPDR INDEX SHS FDS
$5K
AXGNAXOGEN INC
$5K
VTRSVIATRIS INC
$5K
WFCWELLS FARGO CO NEW
$5K
LOWLOWES COS INC
$5K
WFC 7.5 PERP LWELLS FARGO CO NEW
$5K
PDMPIEDMONT REALTY TRUST INC
$5K
CNCCENTENE CORP DEL
$5K
ABNBAIRBNB INC
$5K
AALAMERICAN AIRLS GROUP INC
$5K
MRNAMODERNA INC
$5K
SUSUNCOR ENERGY INC NEW
$5K
RITMRITHM CAPITAL CORP
$5K
DBDEUTSCHE BANK A G
$4K
PTLOPORTILLOS INC
$4K
WABWABTEC
$4K
SNAPSNAP INC
$4K
VLTOVERALTO CORP
$4K
BETZLISTED FDS TR
$4K
MPLXMPLX LP
$4K
SMFGSUMITOMO MITSUI FINL GROUP I
$4K
DKNGDRAFTKINGS INC NEW
$4K
UAAUNDER ARMOUR INC
$4K
GMGENERAL MTRS CO
$4K
MANMANPOWERGROUP INC WIS
$4K
COFCAPITAL ONE FINL CORP
$3K
PBWINVESCO EXCHANGE TRADED FD T
$3K
GFSGLOBALFOUNDRIES INC
$3K
NGLNGL ENERGY PARTNERS LP
$3K
IEVISHARES TR
$3K
OWLBLUE OWL CAPITAL INC
$3K
ATDATI INC
$3K
ARRARMOUR RESIDENTIAL REIT INC
$3K
CASYCASEYS GEN STORES INC
$2K
FSSFEDERAL SIGNAL CORP
$2K
NCLHNORWEGIAN CRUISE LINE HLDG L
$2K
SPXCSPX TECHNOLOGIES INC
$2K
HUBSHUBSPOT INC
$2K
XLKSELECT SECTOR SPDR TR
$2K
SNOWSNOWFLAKE INC
$2K
SIRISIRIUSXM HOLDINGS INC
$2K
OGNORGANON & CO
$2K
ACNACCENTURE PLC IRELAND
$2K
FIXCOMFORT SYS USA INC
$2K
RYNRAYONIER INC
$2K
WOPWOODSIDE ENERGY GROUP LTD
$2K
BBBLACKBERRY LTD
$2K
FOXAFOX CORP
$2K
FWONALIBERTY MEDIA CORP DEL
$2K
AMXAMERICA MOVIL SAB DE CV
$2K
KHCKRAFT HEINZ CO
$2K
FSLRFIRST SOLAR INC
$2K
PCGPG&E CORP
$2K
IDIINTERDIGITAL INC
$2K
ZBHZIMMER BIOMET HOLDINGS INC
$2K
MLIMUELLER INDS INC
$2K
GPIGROUP 1 AUTOMOTIVE INC
$1K
LBRDKLIBERTY BROADBAND CORP
$1K
ELLAUDER ESTEE COS INC
$1K
OPENOPENDOOR TECHNOLOGIES INC
$1K
PNRPENTAIR PLC
$1K
CVCOCAVCO INDS INC DEL
$1K
RNGRINGCENTRAL INC
$1K
ALCALCON AG
$1K
SOHUSOHU COM LTD
$1K
BEEMBEAM GLOBAL
$1K
WSMWILLIAMS SONOMA INC
$1K
AITAPPLIED INDL TECHNOLOGIES IN
$1K
CWCURTISS WRIGHT CORP
$1K
HWKNHAWKINS INC
$1K
FWONALIBERTY MEDIA CORP DEL
$1K
CFGCITIZENS FINL GROUP INC
$1K
FUODOLBY LABORATORIES INC
$1K
CHPTCHARGEPOINT HOLDINGS INC
$1K
MRPMILLROSE PPTYS INC
$1K
SOFISOFI TECHNOLOGIES INC
$1K
WYWEYERHAEUSER CO MTN BE
$1K
MOG/AMOOG INC
$1K
TEVATEVA PHARMACEUTICAL INDS LTD
$1K
SMRNUSCALE PWR CORP
$1K
NMAXNEWSMAX INC
$1K
TDCTERADATA CORP DEL
$1K
EXPIEXP WORLD HLDGS INC
$1K
MARAMARA HOLDINGS INC
$1K
CURBCURBLINE PPTYS CORP
$1K
BMIBADGER METER INC
$1K
SLDPSOLID POWER INC
$1K
MATMATTEL INC
$1K
HTDCORCEPT THERAPEUTICS INC
$1K
FTDRFRONTDOOR INC
$1K
MATXMATSON INC
$1K
FLGTFULGENT GENETICS INC
$0
TYTRI CONTL CORP
$0
EVGOEVGO INC
$0
DMLDENISON MINES CORP
$0
BEAMBEAM THERAPEUTICS INC
$0
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