Consolidated Planning Corp Sells in Q4 2025

Consolidated Planning Corp

  • $869 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-12.5K
- 67.28%
$217.57 - $313.0 $2.72M - $3.91M
6.08K $1.34M
APP
App Lovin Corp

Technology
-2.04K
- 17.79%
$552.64 - $704.09 $1.13M - $1.44M
9.42K $5.26M
COST
Costco Wholesale Corp

Consumer Defensive
-3.16K
- 50.56%
$910.94 - $954.99 $2.88M - $3.02M
3.09K $2.82M
SPGI
S&P Global Inc.

Financial Services
-5.57K
- 54.48%
$472.05 - $502.96 $2.63M - $2.8M
4.65K $2.28M
BSX
Boston Scientific Corp

Healthcare
-27.7K
- 54.84%
$94.95 - $104.98 $2.63M - $2.91M
22.9K $2.35M
JPM
Jpmorgan Chase & CO

Financial Services
-4.78K
- 8.04%
$294.11 - $320.41 $1.41M - $1.53M
54.7K $16.4M
WLY
John Wiley & Sons, Inc.

Communication Services
-48K
- 85.43%
$35.6 - $40.15 $1.71M - $1.93M
8.19K $291K
ICE
Intercontinental Exchange, Inc.

Financial Services
-9.69K
- 37.69%
$145.59 - $162.64 $1.41M - $1.58M
16K $2.44M
MSI
Motorola Solutions, Inc.

Technology
-4.02K
- 85.57%
$379.98 - $462.26 $1.53M - $1.86M
678 $257K
META
Meta Platforms, Inc.

Communication Services
-74
- 0.55%
$609.01 - $751.67 $45.1K - $55.6K
13.4K $8.18M
BMI
Badger Meter Inc

Technology
-8.95K
- 78.51%
$172.92 - $187.87 $1.55M - $1.68M
2.45K $430K
ADP
Automatic Data Processing Inc

Industrials
-5.25K
- 82.71%
$250.9 - $292.94 $1.32M - $1.54M
1.1K $275K
AVGO
Broadcom Inc.

Technology
-6.97K
- 10.29%
$324.63 - $385.98 $2.26M - $2.69M
60.8K $20.8M
ATR
Aptargroup, Inc.

Healthcare
-10.4K
- 85.52%
$113.12 - $134.14 $1.17M - $1.39M
1.75K $207K
INTU
Intuit Inc

Technology
-2.01K
- 80.47%
$641.79 - $683.39 $1.29M - $1.37M
487 $314K
HEI
Heico Corp

Industrials
-4.2K
- 58.52%
$306.83 - $330.64 $1.29M - $1.39M
2.98K $934K
T
At&T Inc.

Communication Services
-5.67K
- 1.84%
$24.44 - $27.55 $139K - $156K
302K $7.7M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-93.2K
- 13.65%
$9.6 - $10.24 $895K - $955K
590K $5.67M
HWKN
Hawkins Inc

Basic Materials
-887
- 6.87%
$126.53 - $183.58 $112K - $163K
12K $1.52M
MAA
Mid America Apartment Communities Inc.

Real Estate
-5.35K
- 59.03%
$126.28 - $138.0 $675K - $738K
3.71K $485K
JCI
Johnson Controls International PLC

Industrials
-12.5K
- 14.91%
$105.55 - $122.66 $1.32M - $1.53M
71.3K $8.47M
LMAT
Lemaitre Vascular Inc

Healthcare
-8.24K
- 42.48%
$85.31 - $90.37 $703K - $744K
11.2K $986K
HD
Home Depot, Inc.

Consumer Cyclical
-268
- 2.23%
$358.03 - $397.02 $96K - $106K
11.7K $4.2M
SYF
Synchrony Financial

Financial Services
-10.6K
- 9.0%
$68.02 - $75.49 $719K - $798K
107K $7.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-936
- 8.94%
$589.5 - $635.77 $552K - $595K
9.54K $5.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
-660
- 8.96%
$653.02 - $687.39 $431K - $454K
6.71K $4.47M
WMT
Walmart Inc.

Consumer Defensive
-4.14K
- 3.47%
$101.18 - $109.03 $419K - $452K
115K $11.9M
WMB
Williams Companies, Inc.

Energy
-2.07K
- 1.69%
$56.51 - $64.48 $117K - $134K
121K $7.36M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.85K
- 6.03%
$127.15 - $133.03 $363K - $380K
44.4K $5.78M
RMD
Resmed Inc

Healthcare
-719
- 12.25%
$244.46 - $283.36 $176K - $204K
5.15K $1.26M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-898
- 11.63%
$191.01 - $199.18 $172K - $179K
6.83K $1.33M
TSLA
Tesla, Inc.

Consumer Cyclical
-177
- 6.72%
$401.99 - $468.37 $71.2K - $82.9K
2.46K $1M
VIG
Vanguard Dividend Appreciation

ETFs
-888
- 2.74%
N/A
31.5K $5.74M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-403
- 3.16%
$459.47 - $491.71 $185K - $198K
12.4K $5.82M
BAC
Bank Of America Corp

Financial Services
-2.82K
- 27.64%
$48.65 - $54.11 $137K - $153K
7.38K $379K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-736
- 4.57%
$242.67 - $261.79 $179K - $193K
15.4K $3.86M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.15K
- 3.27%
$71.0 - $74.64 $153K - $161K
63.7K $4.65M
PG
Procter & Gamble CO

Consumer Defensive
-663
- 17.24%
$145.5 - $153.18 $96.5K - $102K
3.18K $464K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.15K
- 3.19%
$138.56 - $147.63 $160K - $170K
35K $5.11M
GOOGL
Alphabet Inc.

Communication Services
-4.44K
- 13.13%
$236.57 - $291.31 $1.05M - $1.29M
29.4K $8.12M
V
Visa Inc.

Financial Services
-106
- 4.21%
$325.75 - $352.42 $34.5K - $37.4K
2.41K $785K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.37K
- 3.01%
$26.44 - $27.53 $62.7K - $65.3K
76.4K $2.08M
WELL
Welltower Inc.

Real Estate
-4.55K
- 8.75%
$165.94 - $193.82 $754K - $881K
47.4K $9.18M
MLI
Mueller Industries Inc

Industrials
-4.09K
- 6.28%
$96.96 - $109.12 $396K - $446K
61K $6.52M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-383
- 1.18%
$56.0 - $57.6 $21.4K - $22.1K
32.1K $1.82M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-569
- 0.73%
$72.21 - $75.0 $41.1K - $42.7K
77.1K $5.67M
UNH
Unitedhealth Group Inc

Healthcare
-15
- 1.7%
$320.52 - $369.92 $4.81K - $5.55K
867 $277K
FDVV
Fidelity High Dividend ETF

ETFs
-567
- 2.57%
$54.66 - $56.68 $31K - $32.1K
21.5K $1.21M
ADI
Analog Devices Inc

Technology
-9
- 0.96%
$225.32 - $246.37 $2.03K - $2.22K
924 $212K
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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