Center For Financial Planning, Inc. Reduced Holdings in Q3 2025

Center For Financial Planning, Inc.

  • $932 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
-72
- 1.47%
$214.91 - $237.16 $15.5K - $17.1K
4.84K $1.14M
INTC
Intel Corp

Technology
-100
- 6.61%
$19.31 - $35.5 $1.93K - $3.55K
1.41K $47K
PFE
Pfizer Inc

Healthcare
-68
- 0.47%
$23.29 - $25.88 $1.58K - $1.76K
14.3K $365K
MMM
3 M CO

Industrials
-25
- 0.34%
$144.41 - $160.2 $3.61K - $4K
7.41K $1.15M
LHX
L3 Harris Technologies, Inc.

Industrials
-24
- 2.83%
$252.18 - $305.41 $6.05K - $7.33K
824 $251K
MSI
Motorola Solutions, Inc.

Technology
-329
- 6.33%
$408.73 - $490.3 $134K - $161K
4.87K $2.23M
RTX
Raytheon Technologies Corp

Industrials
-92
- 3.05%
$144.19 - $167.33 $13.3K - $15.4K
2.93K $489K
APH
Amphenol Corp

Technology
-73
- 3.1%
$97.39 - $125.4 $7.11K - $9.15K
2.28K $282K
ITW
Illinois Tool Works Inc

Industrials
-29
- 0.67%
$252.31 - $269.41 $7.32K - $7.81K
4.31K $1.12M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-140
- 2.24%
$98.99 - $112.2 $13.9K - $15.7K
6.1K $674K
TJX
Tjx Companies Inc

Consumer Cyclical
-100
- 2.84%
$121.35 - $144.54 $12.1K - $14.5K
3.43K $495K
VBK
Vanguard Small Cap Growth ETF

ETFs
-600
- 5.11%
$276.51 - $305.12 $166K - $183K
11.1K $3.31M
AXP
American Express CO

Financial Services
-50
- 0.75%
$294.27 - $342.31 $14.7K - $17.1K
6.61K $2.2M
ORCL
Oracle Corp

Technology
-200
- 9.64%
$218.96 - $328.33 $43.8K - $65.7K
1.88K $527K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-385
- 2.79%
$108.46 - $120.63 $41.8K - $46.4K
13.4K $1.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-17
- 0.78%
$620.67 - $670.08 $10.6K - $11.4K
2.17K $1.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-821
- 1.63%
$62.09 - $66.51 $51K - $54.6K
49.5K $3.23M
CVX
Chevron Corp

Energy
-107
- 0.85%
$145.57 - $161.83 $15.6K - $17.3K
12.5K $1.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.12%
$617.65 - $666.84 $3.71K - $4K
4.97K $3.31M
TSLA
Tesla, Inc.

Consumer Cyclical
-230
- 7.0%
$293.94 - $444.72 $67.6K - $102K
3.05K $1.36M
RJF
Raymond James Financial Inc

Financial Services
-250
- 1.28%
$154.64 - $176.43 $38.7K - $44.1K
19.3K $3.33M
GOOGL
Alphabet Inc.

Communication Services
-37
- 0.58%
$174.36 - $254.72 $6.45K - $9.42K
6.31K $1.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.73K
- 1.27%
$68.24 - $73.73 $118K - $127K
135K $9.91M
VBR
Vanguard Small Cap Value ETF

ETFs
-520
- 0.89%
$195.41 - $212.37 $102K - $110K
58K $12.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-876
- 0.92%
$182.33 - $194.5 $160K - $170K
94.2K $18.3M
GOOG
Alphabet Inc.

Communication Services
-50
- 0.26%
$175.16 - $255.24 $8.76K - $12.8K
19.5K $4.76M
VB
Vanguard Small Cap ETF

ETFs
-8.79K
- 3.35%
$237.58 - $259.17 $2.09M - $2.28M
254K $64.5M
IEFA
Ishares Tr

ETFs
-7.31K
- 0.66%
$81.7 - $87.53 $597K - $639K
1.09M $95.3M
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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