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 351–400 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ENB | ENBRIDGE INC | 695 | $15K–$50K | SH |
| KMX | CARMAX INC | 850 | $15K–$50K | SH |
| MAS | MASCO CORP | 517 | $15K–$50K | SH |
| ALTG | ALTA EQUIPMENT GROUP INC | 7K | $15K–$50K | SH |
| BWX | SPDR SERIES TRUST | 1K | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP | 93 | $15K–$50K | SH |
| ENR | ENERGIZER HLDGS INC NEW | 2K | $15K–$50K | SH |
| BHP | BHP GROUP LTD | 500 | $15K–$50K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 617 | $15K–$50K | SH |
| IWS | ISHARES TR | 211 | $15K–$50K | SH |
| MMD | NYLI MACKAY DEFINEDTERM MUNI | 2K | $15K–$50K | SH |
| COR | CENCORA INC | 88 | $15K–$50K | SH |
| SPMD | SPDR SERIES TRUST | 513 | $15K–$50K | SH |
| NVS | NOVARTIS AG | 210 | $15K–$50K | SH |
| DG | DOLLAR GEN CORP NEW | 217 | $15K–$50K | SH |
| DON | WISDOMTREE TR | 552 | $15K–$50K | SH |
| EXC | EXELON CORP | 653 | $15K–$50K | SH |
| USAR | USA RARE EARTH INC | 2K | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 192 | $15K–$50K | SH |
| GLW | CORNING INC | 320 | $15K–$50K | SH |
| ZS | ZSCALER INC | 124 | $15K–$50K | SH |
| GDV | GABELLI DIVID & INCOME TR | 1K | $15K–$50K | SH |
| CCL | CARNIVAL CORP | 904 | $15K–$50K | SH |
| USMV | ISHARES TR | 293 | $15K–$50K | SH |
| ADMA | ADMA BIOLOGICS INC | 2K | $15K–$50K | SH |
| ACHR | ARCHER AVIATION INC | 4K | $15K–$50K | SH |
| BLK | BLACKROCK INC | 25 | $15K–$50K | SH |
| IDEV | ISHARES TR | 323 | $15K–$50K | SH |
| CSX | CSX CORP | 720 | $15K–$50K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 200 | $15K–$50K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 316 | $15K–$50K | SH |
| AIG | AMERICAN INTL GROUP INC | 300 | $15K–$50K | SH |
| XLI | SELECT SECTOR SPDR TR | 165 | $15K–$50K | SH |
| VXF | VANGUARD INDEX FDS | 122 | $15K–$50K | SH |
| CWB | SPDR SERIES TRUST | 284 | $15K–$50K | SH |
| CMA | COMERICA INC | 289 | $15K–$50K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 123 | $15K–$50K | SH |
| PSKY | PARAMOUNT SKYDANCE CORP | 2K | $15K–$50K | SH |
| SPSM | SPDR SERIES TRUST | 530 | $15K–$50K | SH |
| IVE | ISHARES TR | 117 | $15K–$50K | SH |
| GS | GOLDMAN SACHS GROUP INC | 28 | $15K–$50K | SH |
| VOT | VANGUARD INDEX FDS | 88 | $15K–$50K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 925 | $15K–$50K | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 500 | $15K–$50K | SH |
| SAP | SAP SE | 98 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 264 | $15K–$50K | SH |
| ITT | ITT INC | 133 | $15K–$50K | SH |
| ROST | ROSS STORES INC | 126 | $15K–$50K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 50 | $15K–$50K | SH |
| LNG | CHENIERE ENERGY INC | 115 | $15K–$50K | SH |