Consolidated Planning Corp Incresed Positions in Q4 2024

Consolidated Planning Corp

  • $656 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
EIX
Edison International

Utilities
2.28K
+ 42.52%
$77.93 - $88.36 $178K - $201K
7.64K $609K
ITW
Illinois Tool Works Inc

Industrials
611
+ 43.86%
$253.56 - $278.5 $155K - $170K
2K $508K
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
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
641
+ 9.02%
$176.42 - $186.91 $113K - $120K
7.74K $1.38M
ENSG
Ensign Group, Inc

Healthcare
1.14K
+ 27.23%
$132.78 - $156.91 $152K - $179K
5.33K $708K
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
FISV
Fiserv Inc

Technology
321
+ 1.43%
N/A
22.8K $2.85M
AXP
American Express CO

Financial Services
10
+ 0.7%
$267.35 - $305.57 $2.67K - $3.06K
1.44K $428K
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.8K
+ 300.0%
$25.93 - $105.3 $279K - $1.13M
14.3K $399K
IWM
Ishares Russell 2000 ETF

ETFs
117
+ 11.07%
$216.13 - $242.4 $25.3K - $28.4K
1.17K $259K
CBT
Cabot Corp

Basic Materials
1.13K
+ 27.58%
$90.64 - $117.0 $102K - $132K
5.23K $477K
WELL
Welltower Inc.

Real Estate
799
+ 1.75%
$123.11 - $139.3 $98.4K - $111K
46.6K $5.87M
YUM
Yum Brands Inc

Consumer Cyclical
154
+ 8.33%
$130.36 - $139.54 $20.1K - $21.5K
2K $268K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.25K
+ 200.0%
$22.4 - $68.28 $185K - $564K
12.4K $286K
OSEA
Harbor ETF Tr Harbor Intl Comp
11.8K
+ 138.9%
N/A
20.3K $0
T Rowe Price ETF Inc
369K
+ 35.33%
N/A
1.41M $0
J P Morgan Exchange Traded F
27.6K
+ 6.58%
N/A
448K $0
QCOM
Qualcomm Inc

Technology
596
+ 10.66%
$150.4 - $178.04 $89.6K - $106K
6.19K $950K
J P Morgan Exchange Traded F
330
+ 1.52%
N/A
22K $0
THO
Thor Industries Inc

Consumer Cyclical
823
+ 14.58%
$94.35 - $115.54 $77.7K - $95.1K
6.47K $618K
XLE
Energy Sector Spdr

ETFs
9
+ 0.11%
$83.32 - $97.27 $750 - $875
7.98K $683K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
66
+ 0.95%
$50.06 - $55.0 $3.3K - $3.63K
7.04K $353K
SPGI
S&P Global Inc.

Financial Services
206
+ 2.79%
$480.36 - $529.17 $99K - $109K
7.6K $3.79M
LMT
Lockheed Martin Corp

Industrials
31
+ 5.33%
$479.66 - $614.62 $14.9K - $19.1K
613 $297K
KO
Coca Cola CO

Consumer Defensive
3.99K
+ 12.92%
$61.74 - $71.71 $246K - $286K
34.8K $2.17M
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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