Cfc Planning CO LLC Purchases in Q3 2025

Cfc Planning CO LLC

  • $122 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
12.8K
New
$237.77 - $353.61 $3.03M - $4.51M
12.8K $4.41B
AAPL
Apple Inc.

Technology
7.94K
+ 25.7%
$202.38 - $256.87 $1.61M - $2.04M
38.8K $9.89B
KO
Coca Cola CO

Consumer Defensive
44.9K
New
$65.67 - $71.67 $2.95M - $3.22M
44.9K $2.98B
XLK
Technology Sector Spdr

ETFs
9.42K
New
$250.97 - $282.66 $2.36M - $2.66M
9.42K $2.65B
XLB
Select Sector Spdr Fd Material

ETFs
28.7K
New
$86.72 - $92.61 $2.49M - $2.66M
28.7K $2.57B
JPM
Jpmorgan Chase & CO

Financial Services
7.28K
+ 401.49%
$282.78 - $316.06 $2.06M - $2.3M
9.09K $2.87B
DAUG
First Tr ETF Viii Cboe Vest Us
20.9K
New
N/A
20.9K $912M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
22.9K
New
$37.65 - $38.64 $864K - $886K
22.9K $886M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.22K
+ 41.9%
$567.77 - $614.76 $690K - $748K
4.12K $2.52B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
19.9K
New
$41.73 - $43.77 $831K - $872K
19.9K $872M
JNJ
Johnson & Johnson

Healthcare
1.08K
+ 5.89%
$155.17 - $185.42 $167K - $200K
19.4K $3.59B
CAT
Caterpillar Inc

Industrials
333
+ 5.57%
$390.92 - $477.15 $130K - $159K
6.32K $3.01B
XLC
Select Sector Spdr Tr Communic

ETFs
3.56K
+ 17.91%
$105.99 - $119.41 $378K - $426K
23.5K $2.78B
AMZN
Amazon Com Inc

Consumer Cyclical
2.81K
+ 237.1%
$211.65 - $238.24 $595K - $670K
4K $878M
NFLX
Netflix Inc

Communication Services
496
New
$1147.87 - $1297.18 $569K - $643K
496 $595M
XLF
Financial Sector Spdr

ETFs
9.75K
+ 24.8%
$51.37 - $54.25 $501K - $529K
49.1K $2.64B
AXP
American Express CO

Financial Services
983
+ 5.68%
$294.27 - $342.31 $289K - $336K
18.3K $6.08B
DLTR
Dollar Tree, Inc.

Consumer Defensive
5.56K
New
$94.03 - $117.16 $523K - $651K
5.56K $525M
XLI
Industrial Sector Spdr

ETFs
2.57K
+ 17.9%
$147.94 - $154.99 $380K - $398K
16.9K $2.61B
MO
Altria Group, Inc.

Consumer Defensive
1.28K
+ 2.55%
$57.75 - $67.68 $73.9K - $86.6K
51.4K $3.4B
V
Visa Inc.

Financial Services
1.47K
+ 26.36%
$332.09 - $358.86 $489K - $529K
7.06K $2.41B
CSCO
Cisco Systems, Inc.

Technology
6.71K
+ 7.8%
$66.2 - $71.79 $444K - $481K
92.6K $6.34B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.41K
New
$78.96 - $80.04 $348K - $353K
4.41K $352M
COP
Conocophillips

Energy
1.58K
+ 6.0%
$91.0 - $98.99 $144K - $156K
27.9K $2.64B
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.71K
New
$113.83 - $154.45 $194K - $263K
1.71K $263M
AMKR
Amkor Technology, Inc.

Technology
8.92K
New
$21.14 - $29.58 $189K - $264K
8.92K $253M
UI
Ubiquiti Inc.

Technology
377
New
$388.83 - $660.58 $147K - $249K
377 $249M
SPY
Spdr S&P 500 ETF Trust

ETFs
105
+ 2.85%
$617.65 - $666.84 $64.9K - $70K
3.79K $2.53B
MRK
Merck & Co., Inc.

Healthcare
1.54K
+ 6.32%
$77.6 - $87.37 $119K - $134K
25.9K $2.17B
ENPH
Enphase Energy, Inc.

Technology
6.52K
New
$30.11 - $42.97 $196K - $280K
6.52K $231M
EHC
Encompass Health Corp

Healthcare
1.81K
New
$107.13 - $127.02 $194K - $230K
1.81K $230M
CDAY
Ceridian Hcm Holding Inc.

Technology
3.31K
New
N/A
3.31K $228M
AIZ
Assurant, Inc.

Financial Services
1.02K
New
$184.56 - $218.69 $189K - $224K
1.02K $222M
VRRM
Verra Mobility Corp

Industrials
8.77K
New
$23.49 - $25.65 $206K - $225K
8.77K $216M
MGV
Vanguard Mega Cap Value

ETFs
1.42K
+ 51.91%
$129.46 - $137.85 $184K - $196K
4.17K $574M
SECT
Sector 10, Inc.

ETFs
241
+ 0.61%
$57.95 - $63.16 $14K - $15.2K
39.7K $2.5B
TCHP
T Rowe Price Exchange Traded F

Technology
4.3K
New
$44.9 - $49.35 $193K - $212K
4.3K $210M
CACC
Credit Acceptance Corp

Financial Services
448
New
$447.51 - $543.74 $200K - $244K
448 $209M
TNL
Travel & Leisure Co.

Consumer Cyclical
3.5K
New
$53.72 - $63.45 $188K - $222K
3.5K $208M
Qxo Inc
10.8K
New
N/A
10.8K $206M
ATR
Aptargroup, Inc.

Healthcare
1.54K
New
$130.82 - $161.82 $201K - $249K
1.54K $205M
FRHC
Freedom Holding Corp.

Financial Services
1.19K
New
$139.45 - $190.14 $166K - $226K
1.19K $205M
IT
Gartner Inc

Technology
779
New
$225.98 - $406.7 $176K - $317K
779 $205M
DOX
Amdocs LTD

Technology
2.48K
New
$81.2 - $92.62 $202K - $230K
2.48K $204M
SON
Sonoco Products CO

Consumer Cyclical
4.65K
New
$42.77 - $48.68 $199K - $226K
4.65K $200M
ACI
Albertsons Companies, Inc.

Consumer Defensive
11.1K
New
$17.45 - $22.74 $193K - $252K
11.1K $194M
VO
Vanguard Mid Cap ETF

ETFs
541
+ 34.66%
$279.83 - $293.74 $151K - $159K
2.1K $617M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.37K
+ 51.06%
$25.29 - $28.33 $136K - $152K
15.9K $443M
GOOGL
Alphabet Inc.

Communication Services
320
+ 32.89%
$174.36 - $254.72 $55.8K - $81.5K
1.29K $314M
Activity Summary
Buys All Purchases 65 New Holdings 30 Increased Positions 35 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 3
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