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 401–450 of 702
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FHLC | FIDELITY COVINGTON TRUST | 300 | $15K–$50K | SH |
| BAX | BAXTER INTL INC | 1K | $15K–$50K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 80 | $15K–$50K | SH |
| NKE | NIKE INC | 340 | $15K–$50K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 247 | $15K–$50K | SH |
| JOBY | JOBY AVIATION INC | 2K | $15K–$50K | SH |
| XLY | SELECT SECTOR SPDR TR | 174 | $15K–$50K | SH |
| ZTS | ZOETIS INC | 163 | $15K–$50K | SH |
| NFG | NATIONAL FUEL GAS CO | 255 | $15K–$50K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 432 | $15K–$50K | SH |
| RUN | SUNRUN INC | 1K | $15K–$50K | SH |
| SMH | VANECK ETF TRUST | 56 | $15K–$50K | SH |
| LQD | ISHARES TR | 183 | $15K–$50K | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 2K | $15K–$50K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 250 | $15K–$50K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 209 | $15K–$50K | SH |
| IRT | INDEPENDENCE RLTY TR INC | 1K | $15K–$50K | SH |
| NET | CLOUDFLARE INC | 100 | $15K–$50K | SH |
| GDX | VANECK ETF TRUST | 229 | $15K–$50K | SH |
| GDRX | GOODRX HLDGS INC | 7K | $15K–$50K | SH |
| HPQ | HP INC | 850 | $15K–$50K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 2K | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP | 112 | $15K–$50K | SH |
| KF | KOREA FD INC | 500 | $15K–$50K | SH |
| VFH | VANGUARD WORLD FD | 136 | $15K–$50K | SH |
| AEE | AMEREN CORP | 181 | $15K–$50K | SH |
| AIZ | ASSURANT INC | 75 | $15K–$50K | SH |
| TXN | TEXAS INSTRS INC | 104 | $15K–$50K | SH |
| UWMC | UWM HOLDINGS CORPORATION | 4K | $15K–$50K | SH |
| CZWI | CITIZENS CMNTY BANCORP INC M | 1K | $15K–$50K | SH |
| XLV | SELECT SECTOR SPDR TR | 115 | $15K–$50K | SH |
| SHW | SHERWIN WILLIAMS CO | 54 | $15K–$50K | SH |
| NBIS | NEBIUS GROUP N.V. | 206 | $15K–$50K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 19 | $15K–$50K | SH |
| LOB | LIVE OAK BANCSHARES INC | 500 | $15K–$50K | SH |
| KBH | KB HOME | 300 | $15K–$50K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 216 | $15K–$50K | SH |
| KMI | KINDER MORGAN INC DEL | 600 | $15K–$50K | SH |
| AXGN | AXOGEN INC | 500 | $15K–$50K | SH |
| CCJ | CAMECO CORP | 175 | $15K–$50K | SH |
| C | CITIGROUP INC | 136 | $15K–$50K | SH |
| CCLD | CARECLOUD INC | 5K | $15K–$50K | SH |
| RMAX | RE MAX HLDGS INC | 2K | $15K–$50K | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 300 | $15K–$50K | SH |
| AME | AMETEK INC | 71 | $1K–$15K | SH |
| NGVT | INGEVITY CORP | 246 | $1K–$15K | SH |
| STWD | STARWOOD PPTY TR INC | 805 | $1K–$15K | SH |
| KMB | KIMBERLY-CLARK CORP | 143 | $1K–$15K | SH |
| GILD | GILEAD SCIENCES INC | 115 | $1K–$15K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 200 | $1K–$15K | SH |