Center for Financial Planning, Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$961.1M
Holdings
702
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (702 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | URIUNITED RENTALS INC | 60 | $48K | 0.00% | |
| 302 | CITHE CIGNA GROUP | 172 | $47K | 0.00% | |
| 303 | ACMAECOM | 500 | $47K | 0.00% | |
| 304 | GNTXGENTEX CORP | 2,000 | $46K | 0.00% | |
| 305 | BNDVANGUARD BD INDEX FDS | 631 | $46K | 0.00% | |
| 306 | XARSPDR SERIES TRUST | 191 | $46K | 0.00% | |
| 307 | INTCINTEL CORP | 1,249 | $46K | 0.00% | |
| 308 | EDCONSOLIDATED EDISON INC | 456 | $45K | 0.00% | |
| 309 | HONHONEYWELL INTL INC | 234 | $45K | 0.00% | |
| 310 | TPRTAPESTRY INC | 356 | $45K | 0.00% | |
| 311 | JPREJ P MORGAN EXCHANGE TRADED F | 981 | $45K | 0.00% | |
| 312 | CBUCOMMUNITY FINANCIAL SYSTEM I | 780 | $44K | 0.00% | |
| 313 | SPHQINVESCO EXCHANGE TRADED FD T | 597 | $44K | 0.00% | |
| 314 | FBKFB FINL CORP | 800 | $44K | 0.00% | |
| 315 | DELLDELL TECHNOLOGIES INC | 345 | $43K | 0.00% | |
| 316 | DDOMINION ENERGY INC | 721 | $42K | 0.00% | |
| 317 | BPBP PLC | 1,210 | $42K | 0.00% | |
| 318 | LLOEWS CORP | 400 | $42K | 0.00% | |
| 319 | INVHINVITATION HOMES INC | 1,500 | $41K | 0.00% | |
| 320 | PRCTPROCEPT BIOROBOTICS CORP | 1,278 | $40K | 0.00% | |
| 321 | PHPARKER-HANNIFIN CORP | 46 | $40K | 0.00% | |
| 322 | XLFSELECT SECTOR SPDR TR | 725 | $39K | 0.00% | |
| 323 | WDFCWD 40 CO | 200 | $39K | 0.00% | |
| 324 | IYFISHARES TR | 310 | $39K | 0.00% | |
| 325 | VGVENTURE GLOBAL INC | 5,792 | $39K | 0.00% | |
| 326 | PLPCPREFORMED LINE PRODS CO | 185 | $38K | 0.00% | |
| 327 | DOWDOW INC | 1,636 | $38K | 0.00% | |
| 328 | OKTAOKTA INC | 450 | $38K | 0.00% | |
| 329 | AALAMERICAN AIRLS GROUP INC | 2,530 | $38K | 0.00% | |
| 330 | BOXBOX INC | 1,250 | $37K | 0.00% | |
| 331 | APLDAPPLIED DIGITAL CORP | 1,537 | $37K | 0.00% | |
| 332 | IWDISHARES TR | 176 | $37K | 0.00% | |
| 333 | XYLXYLEM INC | 266 | $36K | 0.00% | |
| 334 | CXHMFS INVT GRADE MUN TR | 4,589 | $36K | 0.00% | |
| 335 | FBTFIRST TR EXCHANGE-TRADED FD | 175 | $36K | 0.00% | |
| 336 | HIGHARTFORD INSURANCE GROUP INC | 266 | $36K | 0.00% | |
| 337 | EEMISHARES TR | 672 | $36K | 0.00% | |
| 338 | ATGEADTALEM GLOBAL ED INC | 340 | $35K | 0.00% | |
| 339 | ETXEATON VANCE MUN INCOME 2028 | 1,920 | $35K | 0.00% | |
| 340 | BLDTOPBUILD CORP | 85 | $35K | 0.00% | |
| 341 | QQNITY ELECTRONICS INC | 432 | $35K | 0.00% | |
| 342 | DEDEERE & CO | 76 | $35K | 0.00% | |
| 343 | WECWEC ENERGY GROUP INC | 333 | $35K | 0.00% | |
| 344 | PEOEXELON CORP | 796 | $34K | 0.00% | |
| 345 | SCHFSCHWAB STRATEGIC TR | 1,449 | $34K | 0.00% | |
| 346 | CHEFCHEFS WHSE INC | 550 | $34K | 0.00% | |
| 347 | CRWVCOREWEAVE INC | 474 | $33K | 0.00% | |
| 348 | PIDINVESCO EXCHANGE TRADED FD T | 1,521 | $33K | 0.00% | |
| 349 | ENBENBRIDGE INC | 695 | $33K | 0.00% | |
| 350 | FJULFIRST TR EXCHNG TRADED FD VI | 600 | $33K | 0.00% | |
| 351 | FRDMEA SERIES TRUST | 650 | $33K | 0.00% | |
| 352 | EOTEATON VANCE NATL MUN OPPORT | 2,000 | $33K | 0.00% | |
| 353 | MASMASCO CORP | 517 | $32K | 0.00% | |
| 354 | KMXCARMAX INC | 850 | $32K | 0.00% | |
| 355 | ALTGALTA EQUIPMENT GROUP INC | 7,044 | $32K | 0.00% | |
| 356 | BWXSPDR SERIES TRUST | 1,403 | $31K | 0.00% | |
| 357 | GDGENERAL DYNAMICS CORP | 93 | $31K | 0.00% | |
| 358 | BHPBHP GROUP LTD | 500 | $30K | 0.00% | |
| 359 | ENRENERGIZER HLDGS INC NEW | 1,542 | $30K | 0.00% | |
| 360 | MMDNYLI MACKAY DEFINEDTERM MUNI | 2,000 | $29K | 0.00% | |
| 361 | IWSISHARES TR | 211 | $29K | 0.00% | |
| 362 | BNDXVANGUARD CHARLOTTE FDS | 617 | $29K | 0.00% | |
| 363 | ABGCENCORA INC | 88 | $29K | 0.00% | |
| 364 | SPMDSPDR SERIES TRUST | 513 | $29K | 0.00% | |
| 365 | BABAALIBABA GROUP HLDG LTD | 192 | $28K | 0.00% | |
| 366 | GLWCORNING INC | 320 | $28K | 0.00% | |
| 367 | DGDOLLAR GEN CORP NEW | 217 | $28K | 0.00% | |
| 368 | DONWISDOMTREE TR | 552 | $28K | 0.00% | |
| 369 | USARUSA RARE EARTH INC | 2,391 | $28K | 0.00% | |
| 370 | NVSNNOVARTIS AG | 210 | $28K | 0.00% | |
| 371 | XGDVXGABELLI DIVID & INCOME TR | 1,000 | $27K | 0.00% | |
| 372 | ADMAADMA BIOLOGICS INC | 1,500 | $27K | 0.00% | |
| 373 | CCLCARNIVAL CORP | 904 | $27K | 0.00% | |
| 374 | USMVISHARES TR | 293 | $27K | 0.00% | |
| 375 | ZSZSCALER INC | 124 | $27K | 0.00% | |
| 376 | ACHRARCHER AVIATION INC | 3,560 | $26K | 0.00% | |
| 377 | AWCAMERICAN WTR WKS CO INC NEW | 200 | $26K | 0.00% | |
| 378 | IDEVISHARES TR | 323 | $26K | 0.00% | |
| 379 | BLKBLACKROCK INC | 25 | $26K | 0.00% | |
| 380 | CSXCSX CORP | 720 | $26K | 0.00% | |
| 381 | XLISELECT SECTOR SPDR TR | 165 | $25K | 0.00% | |
| 382 | VXFVANGUARD INDEX FDS | 122 | $25K | 0.00% | |
| 383 | GEHCGE HEALTHCARE TECHNOLOGIES I | 316 | $25K | 0.00% | |
| 384 | AIGAMERICAN INTL GROUP INC | 300 | $25K | 0.00% | |
| 385 | CMACOMERICA INC | 289 | $25K | 0.00% | |
| 386 | CWBSPDR SERIES TRUST | 284 | $25K | 0.00% | |
| 387 | SOFISOFI TECHNOLOGIES INC | 925 | $24K | 0.00% | |
| 388 | VOTVANGUARD INDEX FDS | 88 | $24K | 0.00% | |
| 389 | PSKYPARAMOUNT SKYDANCE CORP | 1,856 | $24K | 0.00% | |
| 390 | KEYSKEYSIGHT TECHNOLOGIES INC | 123 | $24K | 0.00% | |
| 391 | IVEISHARES TR | 117 | $24K | 0.00% | |
| 392 | GSGOLDMAN SACHS GROUP INC | 28 | $24K | 0.00% | |
| 393 | SPSMSPDR SERIES TRUST | 530 | $24K | 0.00% | |
| 394 | DFEBFIRST TR EXCHNG TRADED FD VI | 500 | $23K | 0.00% | |
| 395 | PG4PRINCIPAL FINANCIAL GROUP IN | 264 | $23K | 0.00% | |
| 396 | SAPSAP SE | 98 | $23K | 0.00% | |
| 397 | ITTITT INC | 133 | $23K | 0.00% | |
| 398 | LNGCHENIERE ENERGY INC | 115 | $22K | 0.00% | |
| 399 | VRTXVERTEX PHARMACEUTICALS INC | 50 | $22K | 0.00% | |
| 400 | STXSEAGATE TECHNOLOGY HLDNGS PL | 80 | $22K | 0.00% |