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 101–150 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USB | US BANCORP DEL | 10K | $500K+ | SH |
| GIS | GENERAL MLS INC | 11K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 13K | $500K+ | SH |
| EVSD | MORGAN STANLEY ETF TRUST | 10K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 4K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 5K | $100K–$500K | SH |
| EFA | ISHARES TR | 5K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 2K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 3K | $100K–$500K | SH |
| CMI | CUMMINS INC | 909 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 865 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 3K | $100K–$500K | SH |
| EFV | ISHARES TR | 6K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 7K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 2K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 22K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| PFE | PFIZER INC | 15K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| ARTY | ISHARES TR | 7K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 6K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 804 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 6K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 1K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 1K | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 5K | $100K–$500K | SH |
| T | AT&T INC | 12K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 767 | $100K–$500K | SH |
| QMAR | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 3K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 10K | $100K–$500K | SH |
| DTM | DT MIDSTREAM INC | 2K | $100K–$500K | SH |
| BBY | BEST BUY INC | 4K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 257 | $100K–$500K | SH |
| IWF | ISHARES TR | 565 | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 7K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 541 | $100K–$500K | SH |