Center For Financial Planning, Inc. Incresed Positions in Q4 2024

Center For Financial Planning, Inc.

  • $748 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
3
+ 1.83%
$275.15 - $388.2 $825 - $1.16K
167 $57K
DELL
Dell Technologies Inc.

Technology
111
+ 47.44%
$111.96 - $144.21 $12.4K - $16K
345 $39K
HON
Honeywell International Inc

Industrials
36
+ 17.65%
$202.84 - $236.0 $7.3K - $8.5K
240 $54K
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
IWV
Ishares Russell 3000 ETF

ETFs
30
+ 115.38%
$323.08 - $349.08 $9.69K - $10.5K
56 $18K
BSX
Boston Scientific Corp

Healthcare
79
+ 60.77%
$83.62 - $91.5 $6.61K - $7.23K
209 $18K
MXE
Mexico Equity & Income Fund Inc

Financial Services
1K
+ 82.44%
$8.05 - $9.31 $8.05K - $9.31K
2.21K $18K
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
PANW
Palo Alto Networks Inc

Technology
154
+ 104.76%
$181.96 - $405.9 $28K - $62.5K
301 $54K
XLF
Financial Sector Spdr

ETFs
38
+ 5.24%
$44.89 - $51.34 $1.71K - $1.95K
763 $36K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
17
+ 34.0%
$396.64 - $516.74 $6.74K - $8.78K
67 $26K
FIS
Fidelity National Information Services, Inc.

Technology
138
+ 3.82%
$80.14 - $90.95 $11.1K - $12.6K
3.76K $303K
ORCL
Oracle Corp

Technology
46
+ 2.86%
$165.41 - $192.43 $7.61K - $8.85K
1.66K $275K
GME
Game Stop Corp.

Consumer Cyclical
30
+ 750.0%
$20.5 - $32.99 $615 - $990
34 $1K
SUP
Superior Industries International Inc

Consumer Cyclical
2K
+ 66.67%
$1.95 - $2.97 $3.9K - $5.94K
5K $10K
CB
Chubb LTD

Financial Services
77
+ 4.43%
$271.57 - $301.89 $20.9K - $23.2K
1.82K $501K
TY
Tri Continental Corp

Financial Services
1
+ 4.35%
$31.01 - $34.67 $31 - $34.7
24 $0
IEMG
Ishares Inc

ETFs
1
+ 0.1%
N/A
990 $53K
EWC
Ishares Msci Canada ETF

ETFs
1
+ 1.25%
$39.64 - $43.28 $39.6 - $43.3
81 $3K
DWAC
Digital World Acquisition Corp.

Financial Services
6.2K
+ 194.42%
N/A
9.39K $0
CORP
Pimco Investment Grade Corp Bd

ETFs
2
+ 1.4%
$95.1 - $99.41 $190 - $199
145 $13K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.87K
+ 200.0%
$26.93 - $84.95 $50.3K - $159K
2.8K $76K
CI
Cigna Corp

Healthcare
29
+ 20.28%
$265.59 - $358.58 $7.7K - $10.4K
172 $47K
AOR
Ishares Tr Core Growth Allocat

ETFs
50
+ 1.51%
$57.32 - $59.66 $2.87K - $2.98K
3.37K $193K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.89K
+ 4.44%
$46.33 - $48.6 $87.6K - $91.9K
44.4K $2.06M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5
+ 3.52%
$82.28 - $117.52 $411 - $588
147 $12K
EEM
Ishares Msci Emerging Markets

ETFs
7
+ 1.07%
$41.82 - $47.36 $293 - $332
663 $27K
FVD
First Tr Value Line Divid Inde

ETFs
9
+ 0.64%
$43.4 - $46.7 $391 - $420
1.42K $61K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
807
+ 90.98%
$18.41 - $40.87 $14.9K - $33K
1.69K $31K
PEG
Public Service Enterprise Group Inc

Utilities
120
+ 3.0%
$81.87 - $94.51 $9.82K - $11.3K
4.13K $348K
RTX
Raytheon Technologies Corp

Industrials
60
+ 2.02%
$114.45 - $127.21 $6.87K - $7.63K
3.03K $350K
QCOM
Qualcomm Inc

Technology
24
+ 3.02%
$150.4 - $178.04 $3.61K - $4.27K
820 $125K
CARR
Carrier Global Corp

Industrials
55
+ 4.25%
$66.69 - $82.65 $3.67K - $4.55K
1.35K $92K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.17%
$285.5 - $335.62 $857 - $1.01K
1.74K $504K
SCHV
Schwab Strategic Tr Us Large C

ETFs
13K
+ 200.0%
$25.79 - $80.4 $336K - $1.05M
19.5K $509K
TT
Trane Technologies PLC

Industrials
34
+ 1.63%
$369.35 - $419.14 $12.6K - $14.3K
2.12K $783K
DHR
Danaher Corp

Healthcare
424
+ 15.35%
$226.16 - $274.52 $95.9K - $116K
3.19K $731K
LLY
Eli Lilly & CO

Healthcare
42
+ 5.44%
$727.2 - $932.06 $30.5K - $39.1K
814 $628K
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 0.52%
$385.02 - $431.37 $9.24K - $10.4K
4.65K $1.81M
UNH
Unitedhealth Group Inc

Healthcare
18
+ 1.62%
$485.52 - $625.25 $8.74K - $11.3K
1.13K $572K
AMD
Advanced Micro Devices Inc

Technology
22
+ 0.72%
$118.88 - $172.8 $2.62K - $3.8K
3.07K $370K
MSFT
Microsoft Corp

Technology
227
+ 0.76%
$406.35 - $454.46 $92.2K - $103K
29.9K $12.6M
MRK
Merck & Co., Inc.

Healthcare
125
+ 0.85%
$96.31 - $114.76 $12K - $14.3K
14.8K $1.47M
CL
Colgate Palmolive CO

Consumer Defensive
100
+ 0.46%
$90.22 - $102.31 $9.02K - $10.2K
21.6K $1.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.3K
+ 2.83%
$44.04 - $49.49 $673K - $756K
554K $24.4M
IEFA
Ishares Tr

ETFs
29.2K
+ 2.82%
$70.06 - $77.43 $2.05M - $2.26M
1.07M $75M
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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