Consolidated Planning Corp Purchases in Q4 2024

Consolidated Planning Corp

  • $656 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CAH
Cardinal Health Inc

Healthcare
2.55K
+ 40.04%
$107.89 - $125.33 $275K - $320K
8.93K $1.06M
FDX
Fedex Corp

Industrials
655
+ 3.13%
$260.5 - $305.15 $171K - $200K
21.6K $6.07M
DLR
Digital Realty Trust, Inc.

Real Estate
1.51K
+ 47.21%
$156.46 - $195.69 $236K - $295K
4.7K $833K
ISRG
Intuitive Surgical Inc

Healthcare
130
+ 1.61%
$471.27 - $550.62 $61.3K - $71.6K
8.23K $4.3M
MCHP
Microchip Technology Inc

Technology
5.37K
New
$55.51 - $79.05 $298K - $425K
5.37K $308K
PFM
Invesco Exchange Traded Fd Tr

ETFs
6.69K
New
$45.72 - $48.2 $306K - $323K
6.69K $306K
LII
Lennox International Inc

Industrials
479
+ 36.7%
$589.36 - $678.43 $282K - $325K
1.78K $1.09M
GL
Globe Life Inc.

Financial Services
2.65K
New
$103.49 - $116.02 $274K - $307K
2.65K $295K
JCI
Johnson Controls International PLC

Industrials
2.41K
+ 3.03%
$74.23 - $86.6 $179K - $209K
82K $6.47M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.03K
New
$35.45 - $40.33 $285K - $324K
8.03K $287K
ETN
Eaton Corp PLC

Industrials
703
+ 2.94%
$326.96 - $377.52 $230K - $265K
24.6K $8.17M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
2.99K
+ 36.0%
$74.18 - $85.35 $222K - $255K
11.3K $869K
PII
Polaris Inc.

Consumer Cyclical
4.07K
New
$56.74 - $83.06 $231K - $338K
4.07K $234K
IVE
Ishares S&P 500 Value ETF

ETFs
1.22K
New
$189.5 - $206.17 $232K - $252K
1.22K $233K
ERIE
Erie Indemnity CO

Financial Services
1.46K
+ 48.5%
$401.65 - $542.86 $586K - $791K
4.46K $1.84M
TJX
Tjx Companies Inc

Consumer Cyclical
831
+ 2.6%
$112.15 - $127.2 $93.2K - $106K
32.8K $3.96M
GPN
Global Payments Inc

Industrials
1.83K
New
$97.57 - $119.38 $178K - $218K
1.83K $204K
AJG
Arthur J. Gallagher & Co.

Financial Services
716
New
$278.49 - $315.16 $199K - $226K
716 $203K
CASY
Caseys General Stores Inc

Consumer Cyclical
451
+ 76.44%
$366.65 - $427.88 $165K - $193K
1.04K $412K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
707
+ 1.48%
$111.85 - $120.71 $79.1K - $85.3K
48.3K $5.57M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.81K
+ 45.55%
$46.94 - $51.62 $132K - $145K
8.98K $448K
TT
Trane Technologies PLC

Industrials
1.09K
+ 8.29%
$369.35 - $419.14 $403K - $457K
14.3K $5.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
502
+ 4.28%
$442.29 - $483.08 $222K - $243K
12.2K $5.55M
ITW
Illinois Tool Works Inc

Industrials
611
+ 43.86%
$253.56 - $278.5 $155K - $170K
2K $508K
EIX
Edison International

Utilities
2.28K
+ 42.52%
$77.93 - $88.36 $178K - $201K
7.64K $609K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.49K
+ 2.53%
$65.67 - $69.79 $164K - $174K
101K $6.76M
MTRN
Materion Corp

Basic Materials
1.76K
+ 65.4%
$97.0 - $120.21 $171K - $212K
4.45K $440K
DCI
Donaldson CO Inc

Industrials
2.52K
+ 52.87%
$67.28 - $78.27 $169K - $197K
7.28K $489K
IBM
International Business Machines Corp

Technology
766
+ 3.17%
$204.9 - $238.04 $157K - $182K
24.9K $5.48M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.95K
+ 7.84%
$98.47 - $109.35 $291K - $323K
40.6K $4M
ESS
Essex Property Trust, Inc.

Real Estate
491
+ 30.84%
N/A
2.08K $568K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.78K
+ 2.65%
$50.62 - $50.97 $141K - $142K
108K $5.47M
VIG
Vanguard Dividend Appreciation

ETFs
671
+ 2.09%
N/A
32.9K $5.98M
ENSG
Ensign Group, Inc

Healthcare
1.14K
+ 27.23%
$132.78 - $156.91 $152K - $179K
5.33K $708K
QUAL
Ishares Msci Usa Quality Facto

ETFs
641
+ 9.02%
$176.42 - $186.91 $113K - $120K
7.74K $1.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
188
+ 0.76%
$124.26 - $134.12 $23.4K - $25.2K
25.1K $3.23M
RGA
Reinsurance Group Of America Inc

Financial Services
479
+ 14.15%
$201.26 - $231.95 $96.4K - $111K
3.86K $825K
PEG
Public Service Enterprise Group Inc

Utilities
1.15K
+ 25.86%
$81.87 - $94.51 $94.1K - $109K
5.59K $472K
VTI
Vanguard Total Stock Market Et

ETFs
206
+ 9.96%
$280.04 - $302.45 $57.7K - $62.3K
2.28K $659K
CTAS
Cintas Corp

Industrials
529
+ 35.43%
$182.7 - $226.47 $96.6K - $120K
2.02K $369K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
245
+ 0.87%
$53.94 - $58.15 $13.2K - $14.2K
28.3K $1.59M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.12K
+ 5.28%
$88.59 - $94.57 $99.1K - $106K
22.3K $1.98M
CRM
Salesforce, Inc.

Technology
1
+ 0.13%
$270.87 - $367.87 $271 - $368
755 $252K
DUK
Duke Energy Corp

Utilities
570
+ 26.09%
$105.76 - $120.76 $60.3K - $68.8K
2.76K $296K
PAYX
Paychex Inc

Industrials
200
+ 8.14%
$135.86 - $148.73 $27.2K - $29.7K
2.66K $372K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.03K
+ 24.26%
$75.1 - $82.99 $77.1K - $85.2K
5.26K $397K
BAC
Bank Of America Corp

Financial Services
226
+ 2.87%
$39.22 - $47.77 $8.86K - $10.8K
8.09K $355K
AXP
American Express CO

Financial Services
10
+ 0.7%
$267.35 - $305.57 $2.67K - $3.06K
1.44K $428K
FISV
Fiserv Inc

Technology
321
+ 1.43%
N/A
22.8K $2.85M
Activity Summary
Buys All Purchases 130 New Holdings 17 Increased Positions 113 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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