Consolidated Planning Corp Portfolio Holdings

Consolidated Planning Corp

  • $656 Million
  • Q4 2024

Consolidated Planning Corp has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $656 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Intl Focus Equit with a value of $30M, Amplify ETF Tr Amplify Cwp Enh with a value of $25.2M, Unified Ser Tr Ballast Small/M with a value of $23.6M, Schwab Fundamental U S Large C with a value of $20M, and Ishares 25+ Year Treasury Stri with a value of $19.8M.

Examining the 13F form we can see an increase of $50.6M in the current position value, from $605M to 656M.

Consolidated Planning Corp is based out at Atlanta, GA

Below you can find more details about Consolidated Planning Corp portfolio as well as his latest detailed transactions.

Portfolio value $656 Million
ETFs: $296 Million
Technology: $96.7 Million
Financial Services: $60.8 Million
Industrials: $52.2 Million
Consumer Cyclical: $32.9 Million
Communication Services: $30 Million
Consumer Defensive: $25.6 Million
Healthcare: $25.4 Million
Other: $32.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.1B
$19.4 Million 2.96% of portfolio
83,764
Q4 2024 Added 9.73%
$3.81T
$19.3 Million 2.94% of portfolio
76,990
Q4 2024 Added 4.09%
$2.93T
$17.5 Million 2.67% of portfolio
41,543
Q4 2024 Added 15.45%
$760B
$14 Million 2.14% of portfolio
58,608
Q4 2024 Added 1.73%
$179B
$12.8 Million 1.95% of portfolio
35,172
Q4 2024 Added 1.46%
$400B
$11.6 Million 1.76% of portfolio
29,729
Q4 2024 Added 3.34%
$71.7B
$10.1 Million 1.54% of portfolio
21,780
Q4 2024 Added 3.84%
$263B
$9.51 Million 1.45% of portfolio
105,303
Q4 2024 Added 1.7%
$2.13T
$9.19 Million 1.4% of portfolio
41,905
Q4 2024 Added 4.99%
$299B
$9.02 Million 1.38% of portfolio
67,192
Q4 2024 Added 3.7%
$116B
$8.17 Million 1.25% of portfolio
24,632
Q4 2024 Added 2.94%
$58.9B
$8.11 Million 1.24% of portfolio
296,148
Q4 2024 Added 0.53%
$67.9B
$8.07 Million 1.23% of portfolio
78,013
Q4 2024 Reduced 0.12%
$452B
$8.03 Million 1.22% of portfolio
8,768
Q4 2024 Added 17.09%
$1.48T
$7.87 Million 1.2% of portfolio
13,350
Q4 2024 Added 2.87%
$26.7B
$7.35 Million 1.12% of portfolio
113,140
Q4 2024 Added 0.36%
$58B
$6.47 Million 0.99% of portfolio
82,031
Q4 2024 Added 3.03%
$429B
$6.04 Million 0.92% of portfolio
6,782
Q4 2024 Added 0.47%
$67.3B
$6.07 Million 0.92% of portfolio
21,561
Q4 2024 Added 3.13%
$151B
$5.89 Million 0.9% of portfolio
25,813
Q4 2024 Added 3.48%
$70.2B
$5.87 Million 0.89% of portfolio
46,556
Q4 2024 Added 1.75%
$68.6B
$5.7 Million 0.87% of portfolio
105,335
Q4 2024 Added 1.63%
$654B
$5.55 Million 0.85% of portfolio
12,243
Q4 2024 Added 4.28%
$227B
$5.48 Million 0.84% of portfolio
24,913
Q4 2024 Added 3.17%
$408B
$5.4 Million 0.82% of portfolio
32,225
Q4 2024 Added 859.93%
$79.8B
$5.26 Million 0.8% of portfolio
14,252
Q4 2024 Added 8.29%
$1.01T
$5.16 Million 0.79% of portfolio
27,244
Q4 2024 Reduced 8.01%
$73.8B
$4.77 Million 0.73% of portfolio
34,179
Q4 2024 Reduced 14.08%
$34.3B
$4.55 Million 0.69% of portfolio
139,502
Q4 2024 Added 1.91%
$144B
$4.36 Million 0.66% of portfolio
48,773
Q4 2024 Added 2.13%
$199B
$4.3 Million 0.65% of portfolio
8,229
Q4 2024 Added 1.61%
$201B
$4.2 Million 0.64% of portfolio
48,796
Q4 2024 Reduced 11.5%
$539B
$4.02 Million 0.61% of portfolio
7,632
Q4 2024 New
$143B
$3.96 Million 0.6% of portfolio
32,759
Q4 2024 Added 2.6%
$171B
$3.79 Million 0.58% of portfolio
7,602
Q4 2024 Added 2.79%
$95.4B
$3.6 Million 0.55% of portfolio
24,179
Q4 2024 Added 2.88%
$22B
$3.3 Million 0.5% of portfolio
16,072
Q4 2024 Added 2.09%
$163B
$3.19 Million 0.49% of portfolio
13,305
Q4 2024 Added 3.57%
$79.5B
$2.85 Million 0.44% of portfolio
22,794
Q4 2024 Added 1.43%
$9.35B
$2.34 Million 0.36% of portfolio
8,434
Q4 2024 Added 47.01%
$306B
$2.17 Million 0.33% of portfolio
34,828
Q4 2024 Added 12.92%
$12.8B
$2.03 Million 0.31% of portfolio
4,783
Q4 2024 Added 49.0%
$12.8B
$1.86 Million 0.28% of portfolio
10,029
Q4 2024 Added 155.91%
$18.7B
$1.84 Million 0.28% of portfolio
4,464
Q4 2024 Added 48.5%
$115B
$1.78 Million 0.27% of portfolio
8,376
Q4 2024 Added 203.15%
$96.1B
$1.66 Million 0.25% of portfolio
20,193
Q4 2024 Added 2.69%
$61.3B
$1.52 Million 0.23% of portfolio
13,342
Q4 2024 Added 137.15%
$99.1B
$1.51 Million 0.23% of portfolio
2,398
Q4 2024 Reduced 0.46%
$428B
$1.4 Million 0.21% of portfolio
9,690
Q4 2024 Added 58.96%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $656 Million
  • Prior Value $605 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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