CP
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Consolidated Planning Corp13F | |
| Consolidated Planning Corp | |
| Last update 2025-07-18 | 184 Stocks (13 new) |
| Value $797.00 Mil | Turnover 10 % |
Consolidated Planning Corp Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCAF |
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
| 1,355,981 | 47,839.0 | -1.46% | 6.000 | -0.09% | 1.050 | +15.69% | +9.92% | 4,726.0 | ||
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 1,184,130 | 32,125.5 | +4.18% | 4.030 | +0.16% | 0.850 | +14.38% | +13.36% | 3,831.5 | ||
DIVO |
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
| 591,201 | 25,155.6 | -0.31% | 3.160 | -0.01% | 0.550 | +10.42% | +9.21% | 4,717.4 | ||
MGMT | Ballast Small/Mid Cap ETF | 633,344 | 25,004.4 | +10.32% | 3.140 | +0.29% | 16.030 | +11.33% | -1.09% | 161.4 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 826,453 | 20,281.2 | -3.84% | 2.550 | -0.11% | 0.110 | +11.41% | +7.04% | 19,067.5 | ||
ZROZ |
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
| 297,625 | 19,961.7 | +210.70% | 2.510 | +1.70% | 1.310 | -4.86% | -5.27% | 1,440.5 | ||
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 305,906 | 19,143.6 | -35.06% | 2.400 | -1.36% | 0.580 | +8.00% | +2.54% | 3,289.9 | ||
AVGO | Broadcom Inc | 69,333 | 19,111.8 | -4.04% | 2.400 | -0.07% | 0.000 | +53.95% | +25.31% | 1,359,162.0 | Semiconductors | |
JPM | JPMorgan Chase & Co | 58,608 | 16,990.8 | -1.33% | 2.130 | -0.03% | 0.000 | +22.27% | +26.20% | 818,550.5 | Banks | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 67,380 | 16,192.7 | -4.63% | 2.030 | -0.09% | 0.090 | +17.47% | +16.58% | 17,792.5 |
Consolidated Planning Corp's Historical Top Holdings Breakdowns
Consolidated Planning Corp'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ZROZ |
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
| 2025-06-30 | Add Add | +1.70% | 62.08 ($66.26) 73.58 | $63.54 | -4.11% | Add 210.7% | 297,625 | 201,832 | |
GOVZ |
iShares 25+ Year Treasury STRIPS Bond ETF
iShares 25+ Year Treasury STRIPS Bond ETF
| 2025-06-30 | Reduce Reduce | -1.67% | 8.91 ($9.51) 10.66 | $9.16 | -3.69% | Reduce -57.36% | 880,451 | -1,184,317 | |
BALT | Innovator Defined Wealth Shield ETF | 2025-06-30 | New Buy New Buy | +1.48% | 30.33 ($31.58) 32.1 | $32.35 | 2.44% | New holding | 367,244 | 367,244 | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2025-06-30 | Reduce Reduce | -1.36% | 56.68 ($60.34) 62.58 | $63.42 | 5.10% | Reduce -35.06% | 305,906 | -165,128 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.87% | 354.56 ($433.34) 497.45 | $511.68 | 18.08% | Reduce -55.99% | 13,176 | -16,764 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.76% | 496.48 ($571.44) 617.85 | $635.42 | 11.20% | Add 126.85% | 17,554 | 9,816 | |
WM | Waste Management Inc | 2025-06-30 | Add Add | +0.69% | 216.47 ($231.97) 242.1 | $230.44 | -0.66% | Add 2285.04% | 25,186 | 24,130 | |
TWLO | Twilio Inc | 2025-06-30 | Sold Out Sold Out | -0.58% | 81.34 ($106.2) 124.36 | $132.33 | 24.60% | Sold Out | 0 | -42,943 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.55% | 172.42 ($202.27) 223.89 | $214.76 | 6.17% | Reduce -22.41% | 62,680 | -18,103 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-06-30 | Add Add | +0.53% | 273.67 ($329.17) 366.17 | $378.51 | 14.99% | Add 1507.13% | 12,391 | 11,620 |
Consolidated Planning Corp Total Holding History ($B)
Consolidated Planning Corp's Asset Allocation
Consolidated Planning Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Consolidated Planning Corp's Hypothetical Growth since 2025-06-30
Consolidated Planning Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Consolidated Planning Corp's Holdings Heat Map
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Consolidated Planning Corp's Holdings Bubble Chart
Consolidated Planning Corp News
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