Consolidated Planning Corp Sells in Q4 2024

Consolidated Planning Corp

  • $656 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-454K
- 18.49%
$9.86 - $11.9 $4.47M - $5.4M
2M $19.8M
MRK
Merck & Co., Inc.

Healthcare
-43.6K
- 90.17%
$96.31 - $114.76 $4.2M - $5M
4.75K $472K
LLY
Eli Lilly & CO

Healthcare
-4.07K
- 77.39%
$727.2 - $932.06 $2.96M - $3.79M
1.19K $917K
V
Visa Inc.

Financial Services
-13.3K
- 86.25%
$273.87 - $320.91 $3.65M - $4.28M
2.13K $671K
NVO
Novo Nordisk A S

Healthcare
-6.34K
- 11.5%
$85.0 - $120.04 $539K - $761K
48.8K $4.2M
MPC
Marathon Petroleum Corp

Energy
-5.6K
- 14.08%
$131.65 - $174.84 $737K - $979K
34.2K $4.77M
AFL
Aflac Inc

Financial Services
-95
- 0.12%
$100.37 - $115.27 $9.54K - $11K
78K $8.07M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-792
- 0.13%
$40.26 - $42.88 $31.9K - $34K
623K $25.2M
AMGN
Amgen Inc

Healthcare
-766
- 30.46%
$258.78 - $328.31 $198K - $251K
1.75K $455K
KLAC
Kla Corp

Technology
-11
- 0.46%
$614.46 - $829.55 $6.76K - $9.13K
2.4K $1.51M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-8.23K
- 53.92%
$40.86 - $43.42 $336K - $357K
7.04K $294K
VLO
Valero Energy Corp

Energy
-2.21K
- 43.93%
$118.59 - $144.02 $262K - $318K
2.82K $345K
CBOE
Cboe Global Markets, Inc.

Financial Services
-1.43K
- 40.49%
$191.61 - $217.84 $274K - $311K
2.1K $410K
GPC
Genuine Parts CO

Consumer Cyclical
-867
- 10.39%
$113.11 - $143.63 $98.1K - $125K
7.48K $873K
IEFA
Ishares Tr

ETFs
-2.64K
- 23.32%
$70.06 - $77.43 $185K - $205K
8.69K $610K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.31K
- 2.05%
$113.92 - $127.38 $149K - $166K
62.6K $7.21M
WLY
John Wiley & Sons, Inc.

Communication Services
-4.07K
- 28.76%
$43.58 - $53.13 $177K - $216K
10.1K $441K
UNH
Unitedhealth Group Inc

Healthcare
-29
- 1.46%
$485.52 - $625.25 $14.1K - $18.1K
1.96K $990K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.71K
- 16.79%
$61.68 - $67.87 $167K - $184K
13.4K $836K
IVV
Ishares Core S&P 500 ETF

ETFs
-273
- 27.41%
$570.51 - $610.59 $156K - $167K
723 $425K
VO
Vanguard Mid Cap ETF

ETFs
-551
- 24.29%
$261.5 - $284.63 $144K - $157K
1.72K $453K
TXN
Texas Instruments Inc

Technology
-680
- 37.38%
N/A
1.14K $221K
FNDF
Schwab Fundamental Intl Large

ETFs
-130
- 0.55%
$32.92 - $37.15 $4.28K - $4.83K
23.3K $775K
MCD
Mcdonalds Corp

Consumer Cyclical
-188
- 6.75%
$288.47 - $316.54 $54.2K - $59.5K
2.6K $753K
INTU
Intuit Inc

Technology
-151
- 10.27%
$602.01 - $706.25 $90.9K - $107K
1.32K $829K
FDVV
Fidelity High Dividend ETF

ETFs
-1.32K
- 5.45%
$49.66 - $52.63 $65.3K - $69.2K
22.8K $1.14M
ABBV
Abb Vie Inc.

Healthcare
-228
- 10.92%
$164.99 - $203.87 $37.6K - $46.5K
1.86K $330K
PEP
Pepsico Inc

Consumer Defensive
-24
- 0.69%
$151.29 - $176.1 $3.63K - $4.23K
3.47K $527K
AMT
American Tower Corp

Real Estate
-47
- 4.03%
$179.4 - $232.01 $8.43K - $10.9K
1.12K $205K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-237
- 5.8%
$87.1 - $98.49 $20.6K - $23.3K
3.85K $336K
CSCO
Cisco Systems, Inc.

Technology
-1.77K
- 25.27%
$52.45 - $60.02 $92.6K - $106K
5.22K $309K
LOW
Lowes Companies Inc

Consumer Cyclical
-12
- 0.72%
$244.52 - $284.07 $2.93K - $3.41K
1.65K $407K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-750
- 4.61%
$50.53 - $55.55 $37.9K - $41.7K
15.5K $790K
ORCL
Oracle Corp

Technology
-116
- 3.54%
$165.41 - $192.43 $19.2K - $22.3K
3.16K $526K
CMCSA
Comcast Corp

Communication Services
-88
- 1.31%
$37.39 - $45.14 $3.29K - $3.97K
6.61K $248K
RTX
Raytheon Technologies Corp

Industrials
-95
- 3.14%
$114.45 - $127.21 $10.9K - $12.1K
2.93K $339K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-210
- 10.05%
$121.89 - $135.52 $25.6K - $28.5K
1.88K $234K
IEMG
Ishares Inc

ETFs
-405
- 6.68%
N/A
5.66K $303K
CSX
Csx Corp

Industrials
-145
- 1.89%
$31.58 - $36.88 $4.58K - $5.35K
7.51K $242K
RDVY
First Trust Rising Dividend Ac

ETFs
-70
- 1.49%
$58.65 - $64.37 $4.11K - $4.51K
4.62K $272K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.42K
- 2.44%
$61.52 - $66.5 $149K - $161K
96.5K $6.16M
VUG
Vanguard Growth ETF

ETFs
-39
- 4.8%
$378.79 - $428.11 $14.8K - $16.7K
774 $317K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-450
- 4.04%
$481.22 - $538.17 $217K - $242K
10.7K $5.46M
WFC
Wells Fargo & Company

Financial Services
-336
- 7.55%
$54.98 - $77.35 $18.5K - $26K
4.11K $288K
RJF
Raymond James Financial Inc

Financial Services
-172
- 2.09%
$123.0 - $170.1 $21.2K - $29.3K
8.06K $1.25M
GOOGL
Alphabet Inc.

Communication Services
-2.37K
- 8.01%
$161.86 - $196.66 $384K - $467K
27.2K $5.16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.05%
$370.24 - $418.94 $2.59K - $2.93K
13.3K $5.33M
TSLA
Tesla, Inc.

Consumer Cyclical
-90
- 3.32%
$213.65 - $479.86 $19.2K - $43.2K
2.62K $1.06M
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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