Consolidated Planning Corp Incresed Positions in Q4 2024

Consolidated Planning Corp

  • $656 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
11.2K
+ 177.1%
$567.81 - $607.81 $6.33M - $6.78M
17.4K $10.2M
AVGO
Broadcom Inc.

Technology
7.43K
+ 9.73%
$159.67 - $250.0 $1.19M - $1.86M
83.8K $19.4M
FNDX
Schwab Fundamental U S Large C

ETFs
647K
+ 324.71%
$23.49 - $71.77 $15.2M - $46.5M
847K $20M
PG
Procter & Gamble CO

Consumer Defensive
28.9K
+ 859.93%
$161.05 - $179.7 $4.65M - $5.19M
32.2K $5.4M
HTAB
Hartford Fds Exchange Traded

ETFs
231K
+ 119.4%
$19.26 - $19.88 $4.46M - $4.6M
425K $8.23M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15.1K
+ 95.3%
$198.04 - $221.51 $2.98M - $3.34M
30.9K $6.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.75K
+ 41.42%
$521.84 - $558.82 $3M - $3.21M
19.6K $10.6M
MGK
Vanguard Mega Cap Growth ETF

ETFs
8.9K
+ 1161.36%
$316.94 - $357.88 $2.82M - $3.18M
9.66K $3.32M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
27.4K
+ 5.07%
$37.84 - $44.21 $1.04M - $1.21M
569K $23.6M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
56.7K
+ 20.8%
$44.2 - $49.46 $2.51M - $2.81M
329K $15.1M
MSFT
Microsoft Corp

Technology
5.56K
+ 15.45%
$406.35 - $454.46 $2.26M - $2.53M
41.5K $17.5M
JPM
Jpmorgan Chase & CO

Financial Services
996
+ 1.73%
$205.18 - $250.29 $204K - $249K
58.6K $14M
AMZN
Amazon Com Inc

Consumer Cyclical
1.99K
+ 4.99%
$180.88 - $232.93 $360K - $464K
41.9K $9.19M
SYF
Synchrony Financial

Financial Services
402
+ 0.36%
$49.01 - $68.55 $19.7K - $27.6K
113K $7.35M
KMI
Kinder Morgan, Inc.

Energy
1.56K
+ 0.53%
$22.59 - $28.54 $35.3K - $44.6K
296K $8.11M
COST
Costco Wholesale Corp

Consumer Defensive
1.28K
+ 17.09%
$873.59 - $994.69 $1.12M - $1.27M
8.77K $8.03M
NFLX
Netflix Inc

Communication Services
32
+ 0.47%
$687.65 - $936.56 $22K - $30K
6.78K $6.04M
WSM
Williams Sonoma Inc

Consumer Cyclical
6.11K
+ 155.91%
$129.13 - $198.21 $789K - $1.21M
10K $1.86M
NVDA
Nvidia Corp

Technology
2.4K
+ 3.7%
$117.0 - $148.88 $281K - $357K
67.2K $9.02M
WMT
Walmart Inc.

Consumer Defensive
1.76K
+ 1.7%
$79.1 - $95.7 $139K - $168K
105K $9.51M
ADI
Analog Devices Inc

Technology
5.61K
+ 203.15%
$206.35 - $236.48 $1.16M - $1.33M
8.38K $1.78M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
15.5K
+ 9.58%
$61.21 - $68.19 $948K - $1.06M
177K $11.1M
WMB
Williams Companies, Inc.

Energy
1.69K
+ 1.63%
$46.37 - $59.74 $78.4K - $101K
105K $5.7M
DGRO
Ishares Core Dividend Growth E

ETFs
14.8K
+ 272.24%
$60.73 - $64.94 $899K - $961K
20.2K $1.24M
EVR
Evercore Inc.

Financial Services
2.7K
+ 47.01%
$247.66 - $315.67 $668K - $851K
8.43K $2.34M
MCK
Mckesson Corp

Healthcare
1.22K
+ 106.56%
$482.27 - $628.5 $588K - $766K
2.36K $1.35M
PSX
Phillips 66

Energy
7.72K
+ 137.15%
$110.35 - $138.93 $851K - $1.07M
13.3K $1.52M
FIX
Comfort Systems Usa Inc

Industrials
1.57K
+ 49.0%
$370.68 - $504.12 $583K - $793K
4.78K $2.03M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
6.05K
+ 33.94%
$118.0 - $127.04 $714K - $768K
23.9K $2.9M
T
At&T Inc.

Communication Services
21.9K
+ 7.35%
$21.22 - $23.88 $465K - $524K
320K $7.29M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.07K
+ 170.91%
$174.22 - $187.62 $708K - $763K
6.45K $1.13M
WST
West Pharmaceutical Services Inc

Healthcare
2.05K
+ 188.34%
$285.69 - $344.0 $586K - $706K
3.14K $1.03M
TDS
Telephone & Data Systems Inc

Communication Services
10.1K
+ 35.37%
$22.86 - $35.22 $230K - $354K
38.5K $1.31M
MSI
Motorola Solutions, Inc.

Technology
806
+ 3.84%
$449.08 - $504.6 $362K - $407K
21.8K $10.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.7K
+ 2.48%
$201.32 - $217.44 $342K - $369K
70.1K $14.5M
META
Meta Platforms, Inc.

Communication Services
373
+ 2.87%
$554.08 - $632.68 $207K - $236K
13.4K $7.87M
LAD
Lithia Motors Inc

Consumer Cyclical
1.03K
+ 55.68%
$303.15 - $394.27 $313K - $408K
2.89K $1.03M
DDS
Dillard'S, Inc.

Consumer Cyclical
919
+ 154.45%
$357.11 - $465.97 $328K - $428K
1.51K $653K
JNJ
Johnson & Johnson

Healthcare
3.59K
+ 58.96%
$143.34 - $165.86 $515K - $596K
9.69K $1.4M
APH
Amphenol Corp

Technology
4.63K
+ 36.96%
$62.07 - $75.35 $287K - $349K
17.2K $1.19M
BSX
Boston Scientific Corp

Healthcare
1.02K
+ 2.13%
$83.62 - $91.5 $85.1K - $93.1K
48.8K $4.36M
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
LII
Lennox International Inc

Industrials
479
+ 36.7%
$589.36 - $678.43 $282K - $325K
1.78K $1.09M
JCI
Johnson Controls International PLC

Industrials
2.41K
+ 3.03%
$74.23 - $86.6 $179K - $209K
82K $6.47M
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
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
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email