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 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
TRV | The Travelers Companies Inc | 16,813 | 4,446.4 | +8.68% | 4.870 | +0.39% | 0.010 | +4.38% | +11.32% | 59,878.8 | Insurance | |
DIS | The Walt Disney Co | 43,772 | 4,320.3 | +11.00% | 4.730 | +0.47% | 0.000 | +43.78% | +9.51% | 218,282.4 | Media - Diversified | |
AXP | American Express Co | 15,220 | 4,095.1 | +10.07% | 4.480 | +0.41% | 0.000 | +22.85% | +4.61% | 215,746.3 | Credit Services | |
NKE | Nike Inc | 61,122 | 3,880.0 | +18.19% | 4.250 | +0.65% | 0.000 | +30.83% | -3.10% | 107,031.2 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
PM | Philip Morris International Inc | 20,574 | 3,265.7 | +8.23% | 3.570 | +0.27% | 0.000 | +10.33% | +50.95% | 278,196.3 | Tobacco Products | |
CSCO | Cisco Systems Inc | 50,350 | 3,107.1 | +11.10% | 3.400 | +0.34% | 0.000 | +22.77% | +17.21% | 269,477.9 | Hardware | |
JNJ | Johnson & Johnson | 17,354 | 2,878.0 | +30.72% | 3.150 | +0.74% | 0.000 | +4.85% | +15.08% | 393,874.2 | Drug Manufacturers | |
SCCO | Southern Copper Corp | 29,720 | 2,750.4 | +12.50% | 3.010 | +0.33% | 0.000 | +13.80% | +9.30% | 77,544.4 | Metals & Mining | |
MO | Altria Group Inc | 45,070 | 2,705.1 | +14.86% | 2.960 | +0.38% | 0.000 | +1.49% | +14.92% | 97,731.9 | 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 | $251.97 | 9.53% | Sold Out | 0 | -15,412 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Sold Out Sold Out | -2.60% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | 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 | $102.50 | 0.94% | 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 | $75.18 | 27.94% | 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 | $222.17 | 2.43% | 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 | $627.58 | 6.77% | 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 | $102.35 | -2.99% | 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 | $96.30 | 0.45% | 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 | $25.38 | -0.12% | 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 | $29.07 | 0.59% | Reduce -51.24% | 40,281 | -42,323 |
CFC Planning Co LLC Total Holding History ($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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