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
BX
Blackstone Inc.

Financial Services
120
+ 18.46%
$148.45 - $199.05 $17.8K - $23.9K
770 $132K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
150
+ 125.0%
$172.07 - $207.36 $25.8K - $31.1K
270 $53K
DFAT
Dimensional ETF Tr U S Target

ETFs
567
+ 27.0%
$54.54 - $61.04 $30.9K - $34.6K
2.67K $148K
SPMD
Spdr Portfolio

ETFs
481
New
$54.13 - $59.56 $26K - $28.6K
481 $26K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 5.47%
$873.59 - $994.69 $14.9K - $16.9K
328 $300K
SAP
Sap Se

Technology
98
New
$218.13 - $255.54 $21.4K - $25K
98 $24K
BA
Boeing CO

Industrials
60
+ 11.95%
$138.14 - $180.72 $8.29K - $10.8K
562 $99K
CSX
Csx Corp

Industrials
720
+ 205.71%
$31.58 - $36.88 $22.7K - $26.6K
1.07K $34K
MFC
Manulife Financial Corp

Financial Services
548
+ 26.42%
$29.21 - $32.87 $16K - $18K
2.62K $80K
NKE
Nike, Inc.

Consumer Cyclical
240
New
$73.36 - $89.13 $17.6K - $21.4K
240 $18K
AZN
Astrazeneca PLC

Healthcare
386
+ 57.53%
$63.2 - $79.58 $24.4K - $30.7K
1.06K $69K
CCL
Carnival Corp

Consumer Cyclical
500
+ 123.76%
$17.34 - $26.8 $8.67K - $13.4K
904 $22K
AMP
Ameriprise Financial Inc

Financial Services
26
+ 200.0%
$473.15 - $574.01 $12.3K - $14.9K
39 $20K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
56
New
$238.25 - $261.28 $13.3K - $14.6K
56 $13K
SOXX
Ishares Semiconductor ETF

ETFs
61
New
$211.27 - $239.8 $12.9K - $14.6K
61 $13K
CRWD
Crowd Strike Holdings, Inc.

Technology
3
+ 1.83%
$275.15 - $388.2 $825 - $1.16K
167 $57K
HON
Honeywell International Inc

Industrials
36
+ 17.65%
$202.84 - $236.0 $7.3K - $8.5K
240 $54K
DELL
Dell Technologies Inc.

Technology
111
+ 47.44%
$111.96 - $144.21 $12.4K - $16K
345 $39K
AME
Ametek Inc

Industrials
71
New
$165.89 - $197.38 $11.8K - $14K
71 $12K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
173
New
$63.19 - $73.31 $10.9K - $12.7K
173 $11K
IBN
Icici Bank LTD

Financial Services
371
New
$28.69 - $31.9 $10.6K - $11.8K
371 $11K
IWV
Ishares Russell 3000 ETF

ETFs
30
+ 115.38%
$323.08 - $349.08 $9.69K - $10.5K
56 $18K
SONY
Sony Group Corp

Technology
510
New
$17.53 - $96.8 $8.94K - $49.4K
510 $10K
VHT
Vanguard Health Care ETF

ETFs
61
+ 32.62%
$250.81 - $283.3 $15.3K - $17.3K
248 $62K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
176
+ 0.43%
$61.68 - $67.87 $10.9K - $11.9K
40.7K $2.53M
MAR
Marriott International Inc

Consumer Cyclical
35
New
$246.06 - $292.59 $8.61K - $10.2K
35 $9K
PLD
Prologis, Inc.

Real Estate
88
New
$101.4 - $126.96 $8.92K - $11.2K
88 $9K
NSC
Norfolk Southern Corp

Industrials
42
New
$230.6 - $277.0 $9.69K - $11.6K
42 $9K
AVY
Avery Dennison Corp

Industrials
45
New
$186.26 - $220.48 $8.38K - $9.92K
45 $8K
HSBC
Hsbc Holdings PLC

Financial Services
163
New
$43.83 - $49.51 $7.14K - $8.07K
163 $8K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7
New
$1146.59 - $1270.6 $8.03K - $8.89K
7 $8K
BSX
Boston Scientific Corp

Healthcare
79
+ 60.77%
$83.62 - $91.5 $6.61K - $7.23K
209 $18K
GTLS
Chart Industries Inc

Industrials
37
New
$119.65 - $202.35 $4.43K - $7.49K
37 $7K
SHEL
Shell PLC

Energy
112
New
$60.63 - $70.23 $6.79K - $7.87K
112 $7K
MXE
Mexico Equity & Income Fund Inc

Financial Services
1K
+ 82.44%
$8.05 - $9.31 $8.05K - $9.31K
2.21K $18K
EXPE
Expedia Group, Inc.

Consumer Cyclical
39
New
$146.47 - $191.01 $5.71K - $7.45K
39 $7K
HLN
Haleon PLC

Healthcare
732
New
$9.23 - $10.71 $6.76K - $7.84K
732 $6K
UL
Unilever PLC

Consumer Defensive
113
New
$56.7 - $64.64 $6.41K - $7.3K
113 $6K
JCI
Johnson Controls International PLC

Industrials
13
+ 0.37%
$74.23 - $86.6 $965 - $1.13K
3.51K $277K
NVO
Novo Nordisk A S

Healthcare
123
+ 72.35%
$85.0 - $120.04 $10.5K - $14.8K
293 $25K
FTI
Technip Fmc PLC

Energy
189
New
$25.16 - $31.95 $4.76K - $6.04K
189 $5K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
564
New
$9.25 - $10.62 $5.22K - $5.99K
564 $5K
ETN
Eaton Corp PLC

Industrials
10
+ 0.23%
$326.96 - $377.52 $3.27K - $3.78K
4.32K $1.43M
APH
Amphenol Corp

Technology
78
New
$62.07 - $75.35 $4.84K - $5.88K
78 $5K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
124
New
$34.13 - $37.35 $4.23K - $4.63K
124 $4K
PANW
Palo Alto Networks Inc

Technology
154
+ 104.76%
$181.96 - $405.9 $28K - $62.5K
301 $54K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
323
New
$12.27 - $15.41 $3.96K - $4.98K
323 $4K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
63
New
$55.05 - $80.66 $3.47K - $5.08K
63 $4K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
50
New
$88.59 - $94.57 $4.43K - $4.73K
50 $4K
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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