CP
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CFC Planning Co LLC13F | |
| CFC Planning Co LLC | |
| Last update 2025-05-01 | 73 Stocks (19 new) |
| Value $91.00 Mil | Turnover 19 % |
CFC Planning Co LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 26,980 | 5,993.1 | +8.89% | 6.560 | +0.54% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
TRV | The Travelers Companies Inc | 16,813 | 4,446.4 | +8.68% | 4.870 | +0.39% | 0.010 | +4.24% | +6.51% | 57,657.2 | Insurance | |
DIS | The Walt Disney Co | 43,772 | 4,320.3 | +11.00% | 4.730 | +0.47% | 0.000 | +41.81% | +8.11% | 215,495.9 | Media - Diversified | |
AXP | American Express Co | 15,220 | 4,095.1 | +10.07% | 4.480 | +0.41% | 0.000 | +27.53% | +8.53% | 223,817.1 | Credit Services | |
NKE | Nike Inc | 61,122 | 3,880.0 | +18.19% | 4.250 | +0.65% | 0.000 | +34.42% | -2.89% | 107,201.2 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
PM | Philip Morris International Inc | 20,574 | 3,265.7 | +8.23% | 3.570 | +0.27% | 0.000 | +17.79% | +51.94% | 280,033.0 | Tobacco Products | |
CSCO | Cisco Systems Inc | 50,350 | 3,107.1 | +11.10% | 3.400 | +0.34% | 0.000 | +19.24% | +17.03% | 269,081.9 | Hardware | |
JNJ | Johnson & Johnson | 17,354 | 2,878.0 | +30.72% | 3.150 | +0.74% | 0.000 | +4.29% | +10.30% | 377,512.9 | Drug Manufacturers | |
SCCO | Southern Copper Corp | 29,720 | 2,750.4 | +12.50% | 3.010 | +0.33% | 0.000 | +22.21% | +15.16% | 81,701.4 | Metals & Mining | |
MO | Altria Group Inc | 45,070 | 2,705.1 | +14.86% | 2.960 | +0.38% | 0.000 | +3.80% | +14.48% | 97,361.3 | Tobacco Products |
CFC Planning Co LLC's Historical Top Holdings Breakdowns
CFC Planning Co LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWY | iShares Russell Top 200 Growth ETF | 2025-03-31 | Sold Out Sold Out | -3.88% | 210.19 ($230.05) 243.33 | $248.33 | 7.95% | Sold Out | 0 | -15,412 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Sold Out Sold Out | -2.60% | 468.34 ($508.07) 539.52 | $554.20 | 9.08% | Sold Out | 0 | -4,752 | |
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 2025-03-31 | Reduce Reduce | -2.38% | 97.38 ($101.55) 104.52 | $102.74 | 1.17% | Reduce -82.22% | 4,822 | -22,296 | |
XME | SPDR Metals & Mining ETF | 2025-03-31 | Sold Out Sold Out | -2.27% | 53.81 ($58.76) 62.59 | $73.13 | 24.46% | Sold Out | 0 | -37,397 | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 2025-03-31 | New Buy New Buy | +1.87% | 192.6 ($216.89) 233.2 | $221.43 | 2.09% | New holding | 8,652 | 8,652 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +1.85% | 551.42 ($587.78) 612.93 | $623.62 | 6.10% | Add 755.36% | 3,430 | 3,029 | |
IJS | iShares S&P Small-Cap 600 Value ETF | 2025-03-31 | New Buy New Buy | +1.48% | 96.3 ($105.5) 112.23 | $103.71 | -1.70% | New holding | 13,844 | 13,844 | |
CORP |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
| 2025-03-31 | Reduce Reduce | -1.32% | 93.89 ($95.87) 97.32 | $96.18 | 0.32% | Reduce -51.66% | 12,152 | -12,985 | |
SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
| 2025-03-31 | Reduce Reduce | -1.32% | 25.08 ($25.41) 25.64 | $25.31 | -0.39% | Reduce -51.26% | 46,445 | -48,851 | |
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 2025-03-31 | Reduce Reduce | -1.30% | 28.55 ($28.9) 29.09 | $29.00 | 0.35% | Reduce -51.24% | 40,281 | -42,323 |
CFC Planning Co LLC Total Holding History ($B)
CFC Planning Co LLC's Asset Allocation
CFC Planning Co LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CFC Planning Co LLC's Hypothetical Growth since 2025-03-31
CFC Planning Co LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CFC Planning Co LLC's Holdings Heat Map
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CFC Planning Co LLC's Holdings Bubble Chart
CFC Planning Co LLC News
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