Center For Financial Planning, Inc. Portfolio Holdings by Sector
Center For Financial Planning, Inc.
- $781 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO AGG IEFA VBR VB VWO QUAL VXUS 175 stocks |
$631,720
81.2% of portfolio
|
85
|
19
|
51
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B HIG AIG 4 stocks |
$22,670
2.91% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE SNPS CRWD PANW OKTA SQ 13 stocks |
$9,668
1.24% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ MRK LLY PFE AMGN BMY AZN 11 stocks |
$8,360
1.07% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$6,155
0.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL EL KMB UL 5 stocks |
$5,331
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT EW STE DXCM ALGN BSX 10 stocks |
$5,262
0.68% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA PDD MELI 4 stocks |
$4,646
0.6% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META SPOT SNAP 5 stocks |
$4,580
0.59% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC HSBC BBVA WFC SMFG BCS C 8 stocks |
$4,464
0.57% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DTE PEG DUK OGE ES PPL ED 16 stocks |
$4,405
0.57% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN ITW EMR DOV GE ROK CMI OTIS 16 stocks |
$4,228
0.54% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM BP NFG TTE SHEL SU 7 stocks |
$4,020
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA NXPI AMD ADI QCOM TSM INTC 11 stocks |
$3,617
0.46% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$3,465
0.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR IQV IDXX ILMN MEDP FLGT 7 stocks |
$3,091
0.4% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO HPE 3 stocks |
$2,921
0.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA CACC PYPL SYF DFS SOFI 8 stocks |
$2,884
0.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DRI CMG YUM YUMC SBUX PTLO SHAK 9 stocks |
$2,832
0.36% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM UBER INTU NOW ASAN CDNS COIN DDOG 14 stocks |
$2,773
0.36% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF MS GS LPLA MARA SCHW PIPR 7 stocks |
$2,756
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK HSIC ABC 3 stocks |
$2,434
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR IYM 3 stocks |
$2,325
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME MSCI MCO ICE 5 stocks |
$1,976
0.25% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL AFG L HGTY TRV 7 stocks |
$1,959
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,776
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FIS FISV CACI KD ACN CNDT 7 stocks |
$1,438
0.18% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F GM NIO RACE LCID RIVN STLA 8 stocks |
$1,385
0.18% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DG 4 stocks |
$1,354
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA TMUS IDCC LBRDK LBRDA VOD 8 stocks |
$1,303
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX WAB 4 stocks |
$1,284
0.17% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,236
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LHX LMT HWM BA ACHR HEI CW 8 stocks |
$1,234
0.16% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI CARR MAS FBHS AAON LII 7 stocks |
$1,184
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
ADC O SPG 3 stocks |
$1,158
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$1,141
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB HBAN LCNB TRMK CBU CMA CZWI LOB 15 stocks |
$1,109
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX RYN WY 4 stocks |
$996
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV CVS CI CNC 5 stocks |
$980
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD FOXA CNK 5 stocks |
$858
0.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD PPG DD WDFC SHW NGVT HWKN 7 stocks |
$810
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$760
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS K SJM CAG KHC BYND 6 stocks |
$722
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL LUV AAL 3 stocks |
$639
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC VLO PSX 3 stocks |
$605
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU ROST 3 stocks |
$500
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
DAN AXL GNTX SUP ALV ADNT GTX VC 8 stocks |
$463
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX STT PHYS PSLV ETX MMD GDV PFG 17 stocks |
$450
0.06% of portfolio
|
6
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON AJG 2 stocks |
$444
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RMD RGEN BLFS BAX ALC MMSI 7 stocks |
$403
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
DTM EPD OKE ENB KMI LNG MPLX NGL 8 stocks |
$396
0.05% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG COP DVN MGY WDS EOG 6 stocks |
$373
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$371
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS LSTR CHRW EXPD 4 stocks |
$371
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY ORLY CASY WSM EVGO 5 stocks |
$265
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MFC MET PRU BHF 5 stocks |
$256
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA EGP PLD IIPR 4 stocks |
$246
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH JBL GLW FN 4 stocks |
$237
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT 2 stocks |
$229
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$177
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS INVH IRT 3 stocks |
$171
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
HAL SLB FTI 3 stocks |
$165
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB SCI FTDR 3 stocks |
$138
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB CCL EXPE NCLH 4 stocks |
$132
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$122
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP MAN 2 stocks |
$113
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL RGTI QBTS HPQ STX 5 stocks |
$108
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$98
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENR PLPC BE VRT 4 stocks |
$87
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX SRPT NVO MRNA CORT BEAM CRSP EDIT 9 stocks |
$81
0.01% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$76
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
ACM BLD FIX EME 4 stocks |
$75
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
USPH 1 stocks |
$72
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI ALTG 2 stocks |
$64
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$55
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$50
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM CALM 2 stocks |
$48
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$47
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
LVS PENN 2 stocks |
$42
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN VTRS TEVA EMBC EBS 6 stocks |
$40
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
MAG 1 stocks |
$38
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG AQN BEP 3 stocks |
$37
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP RMAX OPEN EXPI 4 stocks |
$36
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
ATGE 1 stocks |
$35
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$29
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$28
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL PEAK GEO 3 stocks |
$26
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$25
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD NRZ AGNC 3 stocks |
$25
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP 1 stocks |
$24
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$21
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS BMI 2 stocks |
$19
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$17
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
EA RBLX SOHU 3 stocks |
$17
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
MTBC 1 stocks |
$16
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$15
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN CVCO IBP 3 stocks |
$15
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$15
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
ANDE 1 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$11
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
RUN BEEM FSLR CSIQ ENPH SEDG 6 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Trucking | Industrials
KNX 1 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ DNN 2 stocks |
$7
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
PDM 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS MLI ATI 3 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
UAA 1 stocks |
$4
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
GPI 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
M 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
AIT 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
MATX NAT 2 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
DLB 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
MAT 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
DWAC 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|