Consolidated Planning Corp Buys CrowdStrike Holdings Inc, Raymond James Financial Inc, Schwab U.S. Large-Cap Growth ETF

• New Purchases: CRWD, SCHG, SCHD, PG, BA, IVV, ALL, TFC, TGT, AZN, INTC, MPW, WM, MMM, PFE, STE, VZ, LHX, UNP, TEL, KMI, IWD, ADP, BDX, MMC, PEP, CRM, DIS, WEC, IWO, VO, ADBE, AMGN, TMO, RTX, MA, ABBV, ESML, VBK, VUG, VWO, LNT, AJG, CME, DHR, DUK, ETN, ITW, SPGI, NKE, RSG, SRE, LDOS, GOLF, PATH, EEM, APD, AON, BKH, BLK, CL, DAR, NDSN, ORCL, UL, EBAY, NOW, SFBS, MRNA, BOND, IJH, IXN, VEA, VTV, ADI, AVY, BAX, FIS, CTXS, DRE, LLY, ETR, NEE, HSY, DIN, MDT, MSA, NUAN, OHI, PNC, PAYX, QCOM, SLF, TSM, TFX, EVRG, CTT, INVH, IWN, MGK, VB, VSGX, T, AFL, ARE, AEP, CAT, CVX, CSGP, COST, GIS, HUN, IBM, TT, LOW, NVDA, NVS, TRI, DFS, PM, FNDF, IEMG, SDY, XLK, ALE, ASML, ABT, ADC, Y, AEE, AXP, AME, BP, BMY, SCHW, DLB, EGP, ENB, FITB, FLO, GS, HBAN, IEX, ICE, ISRG, IONS, ZD, LH, LEN, MAR, MET, MS, NUE, PH, RPM, RHI, SHW, VRTX, WRB, AWK, FLT, SPLK, WDAY, ZTS, ICLR, BABA, SQ, IAA, XPEV, EMQQ, IBB, ISTB, IWP, IWS, SPTL, XNTK, ATVI, MO, DOX, IEP, AMT, BHC, BSX, BRO, CMS, CSX, CASY, C, CLX, ED, COO, CCI, CMI, CW, DISCA, DPZ, DCI, EA, EXPE, FISV, F, GRMN, GE, MTCH, MDLZ, MGM, MGPI, MAS, MCO, NOK, ES, ORLY, BKNG, PRU, PEG, ROK, RCI, SIRI, SBUX, STLD, SNPS, TROW, TPX, UPS, VFC, WPC, WFC, WLTW, XEL, AUY, BR, DAL, RGA, PSX, FWONK, LBRDK, RUN, LSXMA, LSXMK, FTV, TTD, CRNC, ABNB, RBLX, NAPA, OGN, ARKW, BIL, DRIV, DXJ, EMB, EXI, GLD, IJK, IWX, IWY, TLT, URA, VBR, VDE, VGT, VNQ, VOOG, VOOV, VXUS, XLF, XLI, XLY, AES, AGCO, ALB, AFG, AIG, IVZ, BCE, BHP, BMI, GOLD, BCO, BTI, CRH, CM, KMX, CCL, CNC, CNP, CPK, CI, CLH, CMP, COP, GLW, CR, DE, DLR, D, DD, DY, EIX, EMR, OVV, EPD, EL, EXPO, EXR, XOM, FAST, FNF, FHN, FE, FCX, IT, GILD, GSK, GGG, WELL, HPQ, ILMN, IP, IPG, IRM, KLAC, KMB, LRCX, LSTR, LAD, LFUS, LYG, MMP, MFC, MKTX, MCHP, MU, MORN, VTRS, NRG, NDAQ, NFG, NGG, NTAP, NVAX, NUS, OKE, PPG, PPL, PBCT, PII, PGR, RF, WRK, RCL, R, SAP, POOL, SEIC, STX, SWKS, TRV, SYK, SNV, TJX, TDS, TU, TEN, THO, TKR, TSCO, RIG, TRN, USB, VLO, NS, VTR, VOD, WBA, WAT, WSO, WCC, WST, WMB, WSM, JPS, NVG, BYM, HTD, EVR, HBI, WU, BX, MELI, ENSG, FERG, MDXG, TAK, NUW, CCXI, CHTR, SSNC, BAH, LPLA, HCA, HII, APO, MPC, FANG, PBF, NCLH, MUSA, AAL, KN, JD, AY, TMX, SHOP, KHC, GBT, VST, ZYME, IR, NIO, REZI, DOW, ALC, UBER, KTB, CTVA, SNDL, CARR, IAC, FSR, BMBL, VMEO, LCID, BSJL, ESGV, IVOO, IYE, NEAR, QAI, REET, SCHF, TFI, VCR, VCSH, VONV, VTEB,
• Added Positions: VTI, FNDX, RWJ, RJF, EZM, MTUM, SUSA, ARKK, PWV, TXN, JNJ, MCD, VOO, CMCSA, AVGO,
• Reduced Positions: IWF, IJR, HD, AMZN, KO, TSLA, MRK, EFA,

For the details of Consolidated Planning Corp's stock buys and sells, go to https://www.gurufocus.com/guru/consolidated+planning+corp/current-portfolio/portfolio

1. Vanguard Total Stock Market ETF (VTI) - 283,769 shares, 40.96% of the total portfolio. Shares added by 1.86%
2. Schwab Fundamental U.S. Large Company Index ETF (FNDX) - 174,479 shares, 6.12% of the total portfolio. Shares added by 6.73%
3. BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 32,219 shares, 3.68% of the total portfolio. Shares added by 3.70%
4. WisdomTree U.S. MidCap Fund (EZM) - 100,915 shares, 3.41% of the total portfolio. Shares added by 8.18%
5. iShares Core S&P Small-Cap ETF (IJR) - 46,836 shares, 3.32% of the total portfolio. Shares reduced by 1.81%

Consolidated Planning Corp initiated holding in CrowdStrike Holdings Inc. The purchase prices were between $232.8 and $286.37, with an estimated average price of $258.27. The stock is now traded at around $269.780000. The impact to a portfolio due to this purchase was 0.88%. The holding were 5,538 shares as of 2021-09-30.

Consolidated Planning Corp initiated holding in Schwab U.S. Large-Cap Growth ETF. The purchase prices were between $146.33 and $157.74, with an estimated average price of $152.26. The stock is now traded at around $164.910000. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,018 shares as of 2021-09-30.

Consolidated Planning Corp initiated holding in Schwab US Dividend Equity ETF. The purchase prices were between $73.64 and $77.51, with an estimated average price of $75.71. The stock is now traded at around $78.970000. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,359 shares as of 2021-09-30.

Consolidated Planning Corp initiated holding in Procter & Gamble Co. The purchase prices were between $135.24 and $145.68, with an estimated average price of $141.69. The stock is now traded at around $147.110000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,486 shares as of 2021-09-30.

Consolidated Planning Corp initiated holding in iShares Core S&P 500 ETF. The purchase prices were between $425.18 and $453.54, with an estimated average price of $441.59. The stock is now traded at around $470.040000. The impact to a portfolio due to this purchase was 0.13%. The holding were 454 shares as of 2021-09-30.

Consolidated Planning Corp initiated holding in Boeing Co. The purchase prices were between $206.99 and $239.73, with an estimated average price of $223.15. The stock is now traded at around $226.620000. The impact to a portfolio due to this purchase was 0.13%. The holding were 938 shares as of 2021-09-30.

Consolidated Planning Corp added to a holding in Raymond James Financial Inc by 90.21%. The purchase prices were between $82.69 and $95.33, with an estimated average price of $89.6. The stock is now traded at around $98.510000. The impact to a portfolio due to this purchase was 0.28%. The holding were 9,852 shares as of 2021-09-30.