CIK 1803557
Center for Financial Planning, Inc.
Institutional 13F holdings & portfolio
Holdings
702
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PICK | ISHARES INC | 180 | $1K–$15K | SH |
| REYN | REYNOLDS CONSUMER PRODS INC | 400 | $1K–$15K | SH |
| CART | MAPLEBEAR INC | 200 | $1K–$15K | SH |
| FLRN | SPDR SERIES TRUST | 292 | $1K–$15K | SH |
| METC | RAMACO RES INC | 497 | $1K–$15K | SH |
| EFAV | ISHARES TR | 103 | $1K–$15K | SH |
| ESGE | ISHARES INC | 199 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINL INC | 78 | $1K–$15K | SH |
| SPIB | SPDR SERIES TRUST | 259 | $1K–$15K | SH |
| DVY | ISHARES TR | 61 | $1K–$15K | SH |
| URA | GLOBAL X FDS | 200 | $1K–$15K | SH |
| CMS | CMS ENERGY CORP | 122 | $1K–$15K | SH |
| VRSK | VERISK ANALYTICS INC | 38 | $1K–$15K | SH |
| DYNF | BLACKROCK ETF TRUST | 138 | $1K–$15K | SH |
| EMB | ISHARES TR | 86 | $1K–$15K | SH |
| SHEL | SHELL PLC | 112 | $1K–$15K | SH |
| NGL | NGL ENERGY PARTNERS LP | 800 | $1K–$15K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 208 | $1K–$15K | SH |
| EQIX | EQUINIX INC | 10 | $1K–$15K | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 590 | $1K–$15K | SH |
| HTFL | HEARTFLOW INC | 268 | $1K–$15K | SH |
| CAG | CONAGRA BRANDS INC | 449 | $1K–$15K | SH |
| USRT | ISHARES TR | 135 | $1K–$15K | SH |
| HDB | HDFC BANK LTD | 202 | $1K–$15K | SH |
| PSX | PHILLIPS 66 | 57 | $1K–$15K | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 79 | $1K–$15K | SH |
| GM | GENERAL MTRS CO | 86 | $1K–$15K | SH |
| XLB | SELECT SECTOR SPDR TR | 154 | $1K–$15K | SH |
| VTRS | VIATRIS INC | 551 | $1K–$15K | SH |
| KD | KYNDRYL HLDGS INC | 257 | $1K–$15K | SH |
| SU | SUNCOR ENERGY INC NEW | 150 | $1K–$15K | SH |
| UL | UNILEVER PLC | 100 | $1K–$15K | SH |
| LOW | LOWES COS INC | 26 | $1K–$15K | SH |
| PDM | PIEDMONT REALTY TRUST INC | 756 | $1K–$15K | SH |
| BAC-PL | BANK AMERICA CORP | 5 | $1K–$15K | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 323 | $1K–$15K | SH |
| STZ | CONSTELLATION BRANDS INC | 45 | $1K–$15K | SH |
| MRNA | MODERNA INC | 210 | $1K–$15K | SH |
| WFC-PL | WELLS FARGO CO NEW | 5 | $1K–$15K | SH |
| BEN | FRANKLIN RESOURCES INC | 252 | $1K–$15K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 363 | $1K–$15K | SH |
| SLB | SLB LIMITED | 151 | $1K–$15K | SH |
| B | BARRICK MNG CORP | 133 | $1K–$15K | SH |
| EUAD | SPINNAKER ETF SERIES | 135 | $1K–$15K | SH |
| HOOD | ROBINHOOD MKTS INC | 50 | $1K–$15K | SH |
| SPDW | SPDR INDEX SHS FDS | 124 | $1K–$15K | SH |
| SPYM | SPDR SERIES TRUST | 68 | $1K–$15K | SH |
| RITM | RITHM CAPITAL CORP | 500 | $1K–$15K | SH |
| ABNB | AIRBNB INC | 40 | $1K–$15K | SH |
| TU | TELUS CORPORATION | 404 | $1K–$15K | SH |