Consolidated Planning Corp Incresed Positions in Q4 2025

Consolidated Planning Corp

  • $869 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.19K
+ 1.31%
$25.44 - $25.56 $55.7K - $55.9K
170K $4.33M
IEFA
Ishares Tr

ETFs
360
+ 3.75%
$86.09 - $89.88 $31K - $32.4K
9.95K $883K
NFG
National Fuel Gas CO

Energy
5.48K
+ 15.37%
$77.99 - $92.46 $427K - $507K
41.1K $3.33M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.09K
+ 0.94%
$50.55 - $50.74 $55.1K - $55.3K
117K $5.94M
IVE
Ishares S&P 500 Value ETF

ETFs
141
+ 11.24%
$202.52 - $212.07 $28.6K - $29.9K
1.4K $292K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
43
+ 5.25%
$454.87 - $482.76 $19.6K - $20.8K
862 $406K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
178
+ 0.64%
$56.33 - $59.22 $10K - $10.5K
28.2K $1.63M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
803
+ 5.07%
$50.22 - $52.54 $40.3K - $42.2K
16.6K $845K
MCD
Mcdonalds Corp

Consumer Cyclical
52
+ 2.19%
$293.81 - $310.11 $15.3K - $16.1K
2.43K $740K
SCHG
Schwab Strategic Tr Us Large C

ETFs
325
+ 2.26%
$31.41 - $33.69 $10.2K - $10.9K
14.7K $474K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.22%
$600.51 - $631.95 $2.4K - $2.53K
1.79K $1.11M
WSM
Williams Sonoma Inc

Consumer Cyclical
719
+ 7.79%
$181.45 - $199.63 $130K - $144K
9.94K $1.81M
RSP
Invesco S&P 500 Equal Weight E

ETFs
300
+ 1.43%
$185.12 - $192.11 $55.5K - $57.6K
21.3K $3.99M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
33
+ 0.54%
$76.84 - $80.86 $2.54K - $2.67K
6.11K $483K
TLT
Ishares Barclays 20+ Year Trea

ETFs
58
+ 2.24%
$88.67 - $92.06 $5.14K - $5.34K
2.65K $235K
PKG
Packaging Corp Of America

Consumer Cyclical
979
+ 10.75%
$195.59 - $215.64 $191K - $211K
10.1K $1.99M
J P Morgan Exchange Traded F
1.39K
+ 4.63%
N/A
31.4K $0
Pacer Fds Tr
92
+ 0.09%
N/A
99.3K $0
J P Morgan Exchange Traded F
13.3K
+ 4.11%
N/A
337K $0
IDVO
Amplify ETF Tr Intl Enhanced D
2.67K
+ 48.38%
N/A
8.2K $0
Tko Group Holdings Inc
4.71K
+ 14.27%
N/A
37.7K $0
T Rowe Price ETF Inc
3.15K
+ 0.23%
N/A
1.36M $0
Ishares Tr
7.77K
+ 22.15%
N/A
42.8K $0
IEMG
Ishares Inc

ETFs
7
+ 0.16%
N/A
4.51K $241K
OSEA
Harbor ETF Tr Harbor Intl Comp
39.6K
+ 68.23%
N/A
97.6K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
232
+ 1.5%
$63.25 - $66.24 $14.7K - $15.4K
15.7K $1.01M
VO
Vanguard Mid Cap ETF

ETFs
13
+ 0.77%
$286.27 - $296.23 $3.72K - $3.85K
1.7K $486K
CSQ
Calamos Strategic Total Return Fund

Financial Services
20
+ 0.15%
$18.57 - $19.43 $371 - $389
13.8K $256K
TT
Trane Technologies PLC

Industrials
9
+ 0.06%
$408.5 - $448.65 $3.68K - $4.04K
14.2K $5.95M
SO
Southern CO

Utilities
99
+ 0.53%
$90.58 - $99.72 $8.97K - $9.87K
18.6K $1.69M
EVR
Evercore Inc.

Financial Services
786
+ 10.43%
$291.66 - $334.01 $229K - $263K
8.33K $2.47M
RJF
Raymond James Financial Inc

Financial Services
92
+ 1.14%
$158.05 - $167.64 $14.5K - $15.4K
8.18K $1.3M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
15.3K
+ 2.33%
$42.3 - $44.24 $648K - $678K
673K $28.5M
NFLX
Netflix Inc

Communication Services
54.6K
+ 794.79%
$110.29 - $1241.35 $6.02M - $67.8M
61.5K $6.78M
Activity Summary
Buys All Purchases 113 New Holdings 28 Increased Positions 85 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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