Center For Financial Planning, Inc. Purchases in Q4 2024

Center For Financial Planning, Inc.

  • $748 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
72.1K
+ 13.48%
$96.64 - $101.23 $6.96M - $7.29M
606K $58.8M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
77.2K
New
$48.48 - $49.47 $3.74M - $3.82M
77.2K $3.76M
FSIG
First Tr ETF Iv LTD Duration I
135K
New
$18.8 - $19.23 $2.54M - $2.6M
135K $2.55M
VB
Vanguard Small Cap ETF

ETFs
3.44K
+ 2.32%
$233.76 - $261.58 $805K - $900K
152K $36.5M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.25%
$180.88 - $232.93 $10.9K - $14K
23.6K $5.19M
AVGO
Broadcom Inc.

Technology
84
+ 0.99%
$159.67 - $250.0 $13.4K - $21K
8.58K $1.99M
VIG
Vanguard Dividend Appreciation

ETFs
2.79K
+ 643.65%
N/A
3.22K $586K
DAL
Delta Air Lines, Inc.

Industrials
6.88K
+ 5021.9%
$47.46 - $65.77 $327K - $452K
7.02K $424K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.06K
+ 7.98%
$442.29 - $483.08 $467K - $510K
14.3K $6.47M
NFLX
Netflix Inc

Communication Services
240
+ 60.0%
$687.65 - $936.56 $165K - $225K
640 $570K
O
Realty Income Corp

Real Estate
4.71K
+ 812.24%
$51.76 - $64.71 $244K - $305K
5.29K $282K
VUG
Vanguard Growth ETF

ETFs
16
+ 0.19%
$378.79 - $428.11 $6.06K - $6.85K
8.34K $3.42M
V
Visa Inc.

Financial Services
521
+ 34.46%
$273.87 - $320.91 $143K - $167K
2.03K $642K
GOOGL
Alphabet Inc.

Communication Services
161
+ 2.08%
$161.86 - $196.66 $26.1K - $31.7K
7.9K $1.5M
NVDA
Nvidia Corp

Technology
966
+ 16.58%
$117.0 - $148.88 $113K - $144K
6.79K $912K
SO
Southern CO

Utilities
2.28K
+ 421.85%
$81.5 - $94.15 $186K - $214K
2.82K $231K
NOW
Service Now, Inc.

Technology
145
+ 273.58%
$867.18 - $1148.42 $126K - $167K
198 $209K
GLD
Spdr Gold Trust

ETFs
652
New
$236.59 - $257.5 $154K - $168K
652 $157K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.16K
New
$124.26 - $134.12 $144K - $156K
1.16K $149K
VT
Vanguard Total World Stk Index

ETFs
1.09K
+ 1808.33%
$117.09 - $123.07 $127K - $134K
1.15K $134K
SPGI
S&P Global Inc.

Financial Services
330
+ 15.65%
$480.36 - $529.17 $159K - $175K
2.44K $1.21M
ASML
Asml Holding Nv

Technology
173
New
$658.43 - $872.27 $114K - $151K
173 $119K
ABNB
Airbnb, Inc.

Consumer Cyclical
901
+ 9010.0%
$125.36 - $147.37 $113K - $133K
911 $119K
QQQ
Invesco Qqq Trust, Series 1

ETFs
177
+ 17.66%
$481.22 - $538.17 $85.2K - $95.3K
1.18K $602K
ISRG
Intuitive Surgical Inc

Healthcare
200
+ 77.52%
$471.27 - $550.62 $94.3K - $110K
458 $239K
INTU
Intuit Inc

Technology
168
+ 146.09%
$602.01 - $706.25 $101K - $119K
283 $177K
UBER
Uber Technologies, Inc

Technology
1.82K
+ 280.46%
$59.93 - $86.34 $109K - $157K
2.47K $149K
IYW
Ishares Dj Us Tech ETF

ETFs
506
+ 24.1%
$148.14 - $166.23 $75K - $84.1K
2.61K $415K
ADBE
Adobe Inc.

Technology
225
+ 222.77%
$437.39 - $552.96 $98.4K - $124K
326 $144K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
930
+ 8.6%
$113.92 - $127.38 $106K - $118K
11.7K $1.35M
MSCI
Msci Inc.

Financial Services
145
New
$569.09 - $635.99 $82.5K - $92.2K
145 $87K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
208
+ 416.0%
$260.53 - $404.79 $54.2K - $84.2K
258 $98K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.15K
+ 22.19%
$55.73 - $66.16 $64K - $76K
6.33K $381K
TTD
Trade Desk, Inc.

Technology
659
New
$108.7 - $139.51 $71.6K - $91.9K
659 $77K
CPRT
Copart Inc

Consumer Cyclical
1.36K
New
$51.36 - $63.8 $69.8K - $86.7K
1.36K $77K
MSI
Motorola Solutions, Inc.

Technology
25
+ 0.5%
$449.08 - $504.6 $11.2K - $12.6K
5.06K $2.34M
SNPS
Synopsys Inc

Technology
136
New
$485.36 - $588.0 $66K - $80K
136 $66K
TJX
Tjx Companies Inc

Consumer Cyclical
459
+ 17.87%
$112.15 - $127.2 $51.5K - $58.4K
3.03K $365K
IWR
Ishares Russell Mid Cap ETF

ETFs
650
+ 7.88%
$87.25 - $95.52 $56.7K - $62.1K
8.89K $786K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
136
+ 33.5%
$417.69 - $450.94 $56.8K - $61.3K
542 $230K
CDNS
Cadence Design Systems Inc

Technology
195
New
$249.1 - $324.54 $48.6K - $63.3K
195 $58K
IVW
Ishares S&P 500 Growth ETF

ETFs
504
+ 61.92%
$94.43 - $105.47 $47.6K - $53.2K
1.32K $133K
VO
Vanguard Mid Cap ETF

ETFs
204
+ 4.0%
$261.5 - $284.63 $53.3K - $58.1K
5.3K $1.4M
META
Meta Platforms, Inc.

Communication Services
51
+ 4.91%
$554.08 - $632.68 $28.3K - $32.3K
1.09K $642K
INVH
Invitation Homes Inc.

Real Estate
1.5K
New
$31.4 - $34.69 $47.1K - $52K
1.5K $47K
VDE
Vanguard Energy ETF

ETFs
387
+ 7.58%
$116.67 - $136.78 $45.2K - $52.9K
5.49K $666K
COP
Conocophillips

Energy
415
+ 965.12%
$95.12 - $114.72 $39.5K - $47.6K
458 $45K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
622
+ 207.33%
$64.85 - $73.04 $40.3K - $45.4K
922 $60K
VV
Vanguard Large Cap ETF

ETFs
5
+ 0.09%
$260.27 - $280.65 $1.3K - $1.4K
5.74K $1.55M
Activity Summary
Buys All Purchases 222 New Holdings 123 Increased Positions 99 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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