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 301–350 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SLV | ISHARES SILVER TR | 750 | $15K–$50K | SH |
| ACM | AECOM | 500 | $15K–$50K | SH |
| CI | THE CIGNA GROUP | 172 | $15K–$50K | SH |
| BND | VANGUARD BD INDEX FDS | 631 | $15K–$50K | SH |
| GNTX | GENTEX CORP | 2K | $15K–$50K | SH |
| XAR | SPDR SERIES TRUST | 191 | $15K–$50K | SH |
| INTC | INTEL CORP | 1K | $15K–$50K | SH |
| JPRE | J P MORGAN EXCHANGE TRADED F | 981 | $15K–$50K | SH |
| HON | HONEYWELL INTL INC | 234 | $15K–$50K | SH |
| TPR | TAPESTRY INC | 356 | $15K–$50K | SH |
| ED | CONSOLIDATED EDISON INC | 456 | $15K–$50K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 597 | $15K–$50K | SH |
| CBU | COMMUNITY FINANCIAL SYSTEM I | 780 | $15K–$50K | SH |
| FBK | FB FINL CORP | 800 | $15K–$50K | SH |
| DELL | DELL TECHNOLOGIES INC | 345 | $15K–$50K | SH |
| D | DOMINION ENERGY INC | 721 | $15K–$50K | SH |
| L | LOEWS CORP | 400 | $15K–$50K | SH |
| BP | BP PLC | 1K | $15K–$50K | SH |
| INVH | INVITATION HOMES INC | 2K | $15K–$50K | SH |
| PH | PARKER-HANNIFIN CORP | 46 | $15K–$50K | SH |
| PRCT | PROCEPT BIOROBOTICS CORP | 1K | $15K–$50K | SH |
| IYF | ISHARES TR | 310 | $15K–$50K | SH |
| XLF | SELECT SECTOR SPDR TR | 725 | $15K–$50K | SH |
| VG | VENTURE GLOBAL INC | 6K | $15K–$50K | SH |
| WDFC | WD 40 CO | 200 | $15K–$50K | SH |
| OKTA | OKTA INC | 450 | $15K–$50K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 3K | $15K–$50K | SH |
| DOW | DOW INC | 2K | $15K–$50K | SH |
| PLPC | PREFORMED LINE PRODS CO | 185 | $15K–$50K | SH |
| APLD | APPLIED DIGITAL CORP | 2K | $15K–$50K | SH |
| BOX | BOX INC | 1K | $15K–$50K | SH |
| IWD | ISHARES TR | 176 | $15K–$50K | SH |
| EEM | ISHARES TR | 672 | $15K–$50K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 266 | $15K–$50K | SH |
| CXH | MFS INVT GRADE MUN TR | 5K | $15K–$50K | SH |
| XYL | XYLEM INC | 266 | $15K–$50K | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 175 | $15K–$50K | SH |
| ETX | EATON VANCE MUN INCOME 2028 | 2K | $15K–$50K | SH |
| BLD | TOPBUILD CORP | 85 | $15K–$50K | SH |
| DE | DEERE & CO | 76 | $15K–$50K | SH |
| Q | QNITY ELECTRONICS INC | 432 | $15K–$50K | SH |
| ATGE | ADTALEM GLOBAL ED INC | 340 | $15K–$50K | SH |
| WEC | WEC ENERGY GROUP INC | 333 | $15K–$50K | SH |
| SCHF | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| CHEF | CHEFS WHSE INC | 550 | $15K–$50K | SH |
| CRWV | COREWEAVE INC | 474 | $15K–$50K | SH |
| EOT | EATON VANCE NATL MUN OPPORT | 2K | $15K–$50K | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 600 | $15K–$50K | SH |
| PID | INVESCO EXCHANGE TRADED FD T | 2K | $15K–$50K | SH |
| FRDM | EA SERIES TRUST | 650 | $15K–$50K | SH |