Consolidated Planning Corp Portfolio Holdings

Consolidated Planning Corp

  • $605 Million
  • Q3 2024

Consolidated Planning Corp has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $605 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 $31.9M, Ishares 25+ Year Treasury Stri with a value of $29M, Amplify ETF Tr Amplify Cwp Enh with a value of $25.7M, Unified Ser Tr Ballast Small/M with a value of $20.8M, and Apple Inc. with a value of $17.2M.

Examining the 13F form we can see an increase of $56M in the current position value, from $549M to 605M.

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 $605 Million
ETFs: $257 Million
Technology: $86.8 Million
Industrials: $57.2 Million
Financial Services: $56 Million
Healthcare: $39.8 Million
Consumer Cyclical: $29 Million
Communication Services: $27 Million
Energy: $22 Million
Other: $30.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$722,000 0.12% of portfolio
41,674
Q3 2024 Reduced 6.51%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $605 Million
  • Prior Value $549 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 39 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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