Center For Financial Planning, Inc. Purchases in Q3 2024

Center For Financial Planning, Inc.

  • $736 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
973
+ 0.19%
$475.2 - $527.7 $462K - $513K
526K $278M
IEFA
Ishares Tr

ETFs
12.5K
+ 1.22%
$70.09 - $78.74 $873K - $981K
1.04M $81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
40.4K
+ 8.17%
$96.25 - $101.98 $3.89M - $4.12M
534K $54.1M
VBR
Vanguard Small Cap Value ETF

ETFs
2.08K
+ 0.84%
$179.99 - $201.6 $374K - $419K
248K $49.8M
VB
Vanguard Small Cap ETF

ETFs
2.82K
+ 1.94%
$214.77 - $237.72 $606K - $671K
148K $35.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.93K
+ 0.55%
$41.9 - $48.26 $123K - $141K
539K $25.8M
MCD
Mcdonalds Corp

Consumer Cyclical
1.94K
+ 59.18%
$245.82 - $304.51 $477K - $591K
5.22K $1.59M
PEP
Pepsico Inc

Consumer Defensive
2.29K
+ 22.13%
$161.9 - $179.3 $371K - $411K
12.7K $2.15M
ADI
Analog Devices Inc

Technology
1.4K
New
$200.56 - $243.33 $280K - $339K
1.4K $321K
FIS
Fidelity National Information Services, Inc.

Technology
3.47K
+ 2377.4%
$72.8 - $85.04 $253K - $295K
3.62K $302K
YUM
Yum Brands Inc

Consumer Cyclical
1.74K
+ 2715.63%
$125.95 - $139.96 $219K - $243K
1.8K $251K
UNH
Unitedhealth Group Inc

Healthcare
294
+ 35.9%
$488.01 - $604.18 $143K - $178K
1.11K $650K
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.06%
$191.76 - $263.26 $384 - $527
3.39K $887K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
333
+ 0.83%
$57.32 - $62.65 $19.1K - $20.9K
40.5K $2.52M
DTE
Dte Energy CO

Utilities
382
+ 7.72%
$108.67 - $128.41 $41.5K - $49.1K
5.33K $684K
WMT
Walmart Inc.

Consumer Defensive
16
+ 0.16%
$66.91 - $81.4 $1.07K - $1.3K
10.1K $818K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
38
+ 0.35%
$105.53 - $118.34 $4.01K - $4.5K
10.8K $1.26M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
408
+ 0.97%
$46.18 - $48.92 $18.8K - $20K
42.5K $2.07M
LUV
Southwest Airlines CO

Industrials
3.3K
+ 247.04%
$23.7 - $29.93 $78.2K - $98.7K
4.63K $137K
META
Meta Platforms, Inc.

Communication Services
50
+ 5.06%
$453.41 - $572.44 $22.7K - $28.6K
1.04K $594K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.03%
$236.92 - $263.4 $474 - $527
5.73K $1.51M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.68K
+ 1151.37%
$29.24 - $45.37 $49.2K - $76.3K
1.83K $82K
VGT
Vanguard Information Technolog

ETFs
56
+ 1.43%
$514.43 - $606.85 $28.8K - $34K
3.98K $2.33M
ASAN
Asana, Inc.

Technology
6K
New
$11.25 - $15.37 $67.5K - $92.2K
6K $69K
BBY
Best Buy CO Inc

Consumer Cyclical
20
+ 0.59%
$80.23 - $103.29 $1.6K - $2.07K
3.39K $350K
PEG
Public Service Enterprise Group Inc

Utilities
71
+ 1.8%
$73.58 - $89.21 $5.22K - $6.33K
4.01K $357K
FVD
First Tr Value Line Divid Inde

ETFs
1.41K
New
$40.45 - $45.49 $57K - $64.1K
1.41K $64K
KR
Kroger CO

Consumer Defensive
1.03K
+ 1026.0%
$50.43 - $57.3 $51.7K - $58.8K
1.13K $64K
IWR
Ishares Russell Mid Cap ETF

ETFs
11
+ 0.13%
$79.92 - $88.19 $879 - $970
8.24K $726K
AVGO
Broadcom Inc.

Technology
7.62K
+ 865.8%
$136.27 - $1745.86 $1.04M - $13.3M
8.5K $1.47M
DD
Du Pont De Nemours, Inc.

Basic Materials
558
+ 108.98%
$77.22 - $89.49 $43.1K - $49.9K
1.07K $95K
T
At&T Inc.

Communication Services
216
+ 1.37%
$18.21 - $22.28 $3.93K - $4.81K
16K $351K
ALL
Allstate Corp

Financial Services
1
+ 0.06%
$158.43 - $192.86 $158 - $193
1.67K $317K
JCI
Johnson Controls International PLC

Industrials
14
+ 0.4%
$65.52 - $77.61 $917 - $1.09K
3.5K $271K
CTVA
Corteva, Inc.

Basic Materials
551
+ 161.58%
$50.72 - $58.78 $27.9K - $32.4K
892 $52K
DOW
Dow Inc.

Basic Materials
566
+ 62.68%
$50.15 - $55.41 $28.4K - $31.4K
1.47K $80K
AMD
Advanced Micro Devices Inc

Technology
146
+ 5.03%
$128.67 - $183.96 $18.8K - $26.9K
3.05K $500K
AMAT
Applied Materials Inc

Technology
170
+ 89.95%
$174.88 - $254.97 $29.7K - $43.3K
359 $72K
PYPL
Pay Pal Holdings, Inc.

Financial Services
152
+ 19.12%
$57.22 - $80.08 $8.7K - $12.2K
947 $73K
DTM
Dt Midstream, Inc.

Energy
144
+ 8.76%
$69.34 - $79.28 $9.98K - $11.4K
1.79K $140K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
10
+ 0.37%
$77.23 - $87.97 $772 - $880
2.68K $232K
V
Visa Inc.

Financial Services
9
+ 0.6%
$253.74 - $291.56 $2.28K - $2.62K
1.51K $415K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
120
New
$147.95 - $191.05 $17.8K - $22.9K
120 $20K
BAC
Bank Of America Corp

Financial Services
330
+ 6.71%
$36.65 - $44.13 $12.1K - $14.6K
5.25K $208K
AOR
Ishares Tr Core Growth Allocat

ETFs
25
+ 0.76%
$55.15 - $59.31 $1.38K - $1.48K
3.32K $196K
TGT
Target Corp

Consumer Defensive
40
+ 6.86%
$133.47 - $159.25 $5.34K - $6.37K
623 $97K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
116
New
$76.94 - $79.54 $8.93K - $9.23K
116 $9K
LOW
Lowes Companies Inc

Consumer Cyclical
20
+ 28.99%
$213.3 - $270.78 $4.27K - $5.42K
89 $24K
NVDA
Nvidia Corp

Technology
154
+ 2.71%
$98.91 - $134.91 $15.2K - $20.8K
5.83K $707K
Activity Summary
Buys All Purchases 99 New Holdings 33 Increased Positions 66 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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