Center For Financial Planning, Inc. Incresed Positions in Q3 2025

Center For Financial Planning, Inc.

  • $932 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
605
+ 80.24%
$90.83 - $96.0 $55K - $58.1K
1.36K $128K
O
Realty Income Corp

Real Estate
574
+ 8.53%
$56.13 - $60.79 $32.2K - $34.9K
7.3K $443K
BBY
Best Buy CO Inc

Consumer Cyclical
235
+ 5.8%
$64.12 - $78.46 $15.1K - $18.4K
4.29K $324K
ABT
Abbott Laboratories

Healthcare
647
+ 3.8%
$120.51 - $136.62 $78K - $88.4K
17.7K $2.37M
IRBO
Ishares Robotics & Artificial

ETFs
1.64K
+ 50.81%
N/A
4.86K $155K
PLTR
Palantir Technologies Inc.

Technology
145
+ 30.85%
$130.68 - $186.97 $18.9K - $27.1K
615 $112K
AMP
Ameriprise Financial Inc

Financial Services
98
+ 251.28%
$486.13 - $544.55 $47.6K - $53.4K
137 $67K
IVW
Ishares S&P 500 Growth ETF

ETFs
266
+ 20.18%
$108.97 - $121.65 $29K - $32.4K
1.58K $191K
DTE
Dte Energy CO

Utilities
25
+ 0.53%
$130.26 - $141.49 $3.26K - $3.54K
4.75K $672K
DIS
Walt Disney CO

Communication Services
657
+ 20.2%
$112.25 - $124.0 $73.7K - $81.5K
3.91K $447K
JCI
Johnson Controls International PLC

Industrials
215
+ 5.47%
$103.24 - $111.73 $22.2K - $24K
4.15K $456K
PEG
Public Service Enterprise Group Inc

Utilities
462
+ 9.27%
$79.99 - $90.14 $37K - $41.6K
5.44K $454K
SNPS
Synopsys Inc

Technology
80
+ 39.02%
$387.78 - $645.35 $31K - $51.6K
285 $140K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
83
+ 0.34%
$48.5 - $50.19 $4.03K - $4.17K
24.3K $1.22M
SCHW
Schwab Charles Corp

Financial Services
270
+ 35.06%
$91.03 - $98.69 $24.6K - $26.6K
1.04K $99K
CB
Chubb LTD

Financial Services
149
+ 7.52%
$265.99 - $289.59 $39.6K - $43.1K
2.13K $601K
CTVA
Corteva, Inc.

Basic Materials
441
+ 52.31%
$67.08 - $77.12 $29.6K - $34K
1.28K $86K
IWS
Ishares Russell Midcap Value E

ETFs
132
+ 113.79%
$132.83 - $140.61 $17.5K - $18.6K
248 $34K
ACHR
Archer Aviation Inc.

Industrials
2.04K
+ 138.78%
$8.25 - $13.4 $16.8K - $27.3K
3.51K $33K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
20
+ 11.63%
$103.83 - $179.9 $2.08K - $3.6K
192 $34K
ED
Consolidated Edison Inc

Utilities
150
+ 22.73%
$95.57 - $105.36 $14.3K - $15.8K
810 $81K
CMA
Comerica Inc

Financial Services
150
+ 41.21%
$60.93 - $71.05 $9.14K - $10.7K
514 $35K
DVN
Devon Energy Corp

Energy
210
+ 11.31%
$31.75 - $36.99 $6.67K - $7.77K
2.07K $72K
ALTG
Alta Equipment Group Inc.

Industrials
1.13K
+ 19.13%
$6.37 - $8.62 $7.2K - $9.75K
7.04K $50K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
323
+ 17.68%
$42.56 - $49.08 $13.7K - $15.9K
2.15K $92K
AOR
Ishares Tr Core Growth Allocat

ETFs
26
+ 0.75%
$60.99 - $64.39 $1.59K - $1.67K
3.48K $223K
APD
Air Products & Chemicals, Inc.

Basic Materials
98
+ 5.15%
$265.78 - $299.3 $26K - $29.3K
2K $545K
PG
Procter & Gamble CO

Consumer Defensive
750
+ 4.01%
$150.47 - $161.22 $113K - $121K
19.4K $2.99M
MET
Metlife Inc

Financial Services
81
+ 11.62%
$73.82 - $82.37 $5.98K - $6.67K
778 $64K
DVY
Ishares Tr

ETFs
50
+ 81.97%
$133.88 - $142.57 $6.69K - $7.13K
111 $15K
BP
Bp PLC

Energy
50
+ 4.13%
$30.25 - $35.69 $1.51K - $1.78K
1.26K $43K
DRI
Darden Restaurants Inc

Consumer Cyclical
365
+ 15.83%
$184.73 - $220.27 $67.4K - $80.4K
2.67K $508K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
71
+ 34.3%
N/A
278 $17K
C
Citigroup Inc

Financial Services
12
+ 8.82%
$85.57 - $103.49 $1.03K - $1.24K
148 $15K
SQ
Block, Inc.

Technology
68
+ 4.17%
N/A
1.7K $97K
SLDP
Solid Power, Inc.

Industrials
500
+ 100.0%
$2.2 - $5.37 $1.1K - $2.69K
1K $3K
CAG
Conagra Brands Inc.

Consumer Defensive
125
+ 35.82%
$18.04 - $21.14 $2.26K - $2.64K
474 $8K
CMS
Cms Energy Corp

Utilities
1
+ 0.83%
$69.37 - $74.67 $69.4 - $74.7
122 $8K
HDB
Hdfc Bank LTD

Financial Services
101
+ 100.0%
$34.14 - $78.94 $3.45K - $7.97K
202 $6K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
122
+ 27.73%
$159.87 - $247.68 $19.5K - $30.2K
562 $99K
CMCSA
Comcast Corp

Communication Services
1.25K
+ 11.5%
$31.41 - $36.33 $39.3K - $45.5K
12.1K $381K
FIS
Fidelity National Information Services, Inc.

Technology
845
+ 19.21%
$63.37 - $82.35 $53.5K - $69.6K
5.24K $345K
UPS
United Parcel Service Inc

Industrials
112
+ 4.58%
$82.58 - $105.54 $9.25K - $11.8K
2.56K $213K
AMT
American Tower Corp

Real Estate
372
+ 8.14%
$192.32 - $232.35 $71.5K - $86.4K
4.94K $950K
KO
Coca Cola CO

Consumer Defensive
202
+ 0.89%
$65.67 - $71.67 $13.3K - $14.5K
23K $1.52M
Activity Summary
Buys All Purchases 152 New Holdings 56 Increased Positions 96 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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