Consolidated Planning Corp
Latest statistics and disclosures from CPC Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVUS, TCAF, CGXU, HTAB, MGMT, and represent 21.26% of CPC Advisors's stock portfolio.
- Added to shares of these 10 stocks: PFM (+$7.9M), PH (+$7.0M), MRK (+$6.8M), BK (+$6.7M), AEP (+$6.1M), MU (+$6.1M), DUK (+$6.1M), CTRE (+$5.9M), NFLX (+$5.1M), FIX.
- Started 28 new stock positions in EXPE, ESS, BIL, AVY, ITT, VOE, MU, NVS, AMGN, ACWX.
- Reduced shares in these 10 stocks: , FAST (-$5.6M), KR (-$5.6M), RSG (-$5.5M), DRI (-$5.2M), DASH, AZO, CTAS, VST, SPGI.
- Sold out of its positions in AZO, CTAS, CCOI, DRI, DASH, FAST, IESC, KR, MDLZ, RSG. VST, WM.
- CPC Advisors was a net buyer of stock by $38M.
- CPC Advisors has $990M in assets under management (AUM), dropping by 4.51%.
- Central Index Key (CIK): 0001805250
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Portfolio Holdings for CPC Advisors
CPC Advisors holds 207 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 5.5 | $55M | 488k | 111.78 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 5.2 | $52M | 1.4M | 38.22 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 3.8 | $38M | +2% | 1.3M | 29.55 |
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| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 3.7 | $37M | +4% | 1.9M | 19.15 |
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| Unified Ser Tr Ballast Smlmd Cp (MGMT) | 3.0 | $30M | +2% | 673k | 44.33 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 2.8 | $27M | +3% | 615k | 44.50 |
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| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 2.6 | $26M | +14% | 403k | 64.25 |
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| Apple (AAPL) | 2.4 | $24M | 87k | 271.86 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.3 | $23M | 847k | 27.21 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 2.3 | $22M | +4% | 337k | 66.43 |
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| Broadcom (AVGO) | 2.1 | $21M | -10% | 61k | 346.10 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.8 | $18M | +4% | 72k | 250.31 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 1.8 | $18M | +12% | 366k | 48.72 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $18M | -8% | 55k | 322.22 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 1.7 | $17M | +27% | 256k | 66.80 |
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| Microsoft Corporation (MSFT) | 1.7 | $17M | +8% | 35k | 483.62 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 1.3 | $13M | 385k | 33.51 |
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| Wal-Mart Stores (WMT) | 1.3 | $13M | -3% | 115k | 111.41 |
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| NVIDIA Corporation (NVDA) | 1.1 | $11M | -13% | 59k | 186.50 |
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| Amazon (AMZN) | 1.1 | $11M | 46k | 230.82 |
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| Comfort Systems USA (FIX) | 1.0 | $10M | +75% | 11k | 933.31 |
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| Caterpillar (CAT) | 1.0 | $10M | -5% | 18k | 572.87 |
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| International Business Machines (IBM) | 1.0 | $10M | -2% | 34k | 296.21 |
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| Cisco Systems (CSCO) | 1.0 | $9.4M | +10% | 123k | 77.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $9.2M | -13% | 29k | 313.00 |
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| Synchrony Financial (SYF) | 0.9 | $8.9M | -9% | 107k | 83.43 |
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| Meta Platforms Cl A (META) | 0.9 | $8.9M | 13k | 660.09 |
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| Welltower Inc Com reit (WELL) | 0.9 | $8.8M | -8% | 47k | 185.61 |
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| Bank of New York Mellon Corporation (BK) | 0.9 | $8.7M | +320% | 75k | 116.09 |
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| Johnson Ctls Intl SHS (JCI) | 0.9 | $8.5M | -14% | 71k | 119.75 |
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| Natwest Group Spons Adr (NWG) | 0.8 | $8.1M | -5% | 463k | 17.50 |
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| Tko Group Holdings Cl A (TKO) | 0.8 | $7.9M | +14% | 38k | 209.00 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.8 | $7.9M | NEW | 152k | 51.50 |
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| At&t (T) | 0.8 | $7.5M | 302k | 24.84 |
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| Hartford Financial Services (HIG) | 0.8 | $7.5M | +10% | 54k | 137.80 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $7.5M | +13% | 41k | 183.40 |
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| Loews Corporation (L) | 0.8 | $7.5M | +8% | 71k | 105.31 |
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| Cme (CME) | 0.7 | $7.4M | +5% | 27k | 273.08 |
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| Williams Companies (WMB) | 0.7 | $7.3M | 121k | 60.11 |
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| Merck & Co (MRK) | 0.7 | $7.2M | +1728% | 68k | 105.26 |
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| Mueller Industries (MLI) | 0.7 | $7.0M | -6% | 61k | 114.80 |
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| Parker-Hannifin Corporation (PH) | 0.7 | $7.0M | NEW | 7.9k | 878.96 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $6.9M | -2% | 32k | 219.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $6.4M | 13k | 502.65 |
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| Applovin Corp Com Cl A (APP) | 0.6 | $6.3M | -17% | 9.4k | 673.82 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $6.3M | +2640% | 54k | 117.21 |
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| American Electric Power Company (AEP) | 0.6 | $6.1M | NEW | 53k | 115.31 |
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| Micron Technology (MU) | 0.6 | $6.1M | NEW | 21k | 285.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $6.1M | +11% | 51k | 120.18 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.6 | $5.9M | 117k | 50.58 |
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| Caretrust Reit (CTRE) | 0.6 | $5.9M | NEW | 164k | 36.16 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.6 | $5.9M | -6% | 44k | 132.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $5.9M | -8% | 9.5k | 614.33 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $5.9M | -3% | 12k | 473.30 |
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| NiSource (NI) | 0.6 | $5.8M | +23% | 140k | 41.76 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.6 | $5.8M | 77k | 75.05 |
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| Netflix (NFLX) | 0.6 | $5.8M | +794% | 62k | 93.76 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $5.7M | +13% | 10k | 570.88 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $5.6M | +9% | 31k | 177.75 |
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| Trane Technologies SHS (TT) | 0.6 | $5.5M | 14k | 389.20 |
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| Ishares Tr Ishares 25+ Yr T (GOVZ) | 0.6 | $5.5M | -13% | 590k | 9.25 |
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| TJX Companies (TJX) | 0.5 | $5.4M | -3% | 35k | 153.61 |
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| Amphenol Corp Cl A (APH) | 0.5 | $5.3M | +5% | 39k | 135.14 |
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| Casey's General Stores (CASY) | 0.5 | $5.2M | +10% | 9.3k | 552.72 |
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| Janus Detroit Str Tr Henderson Securi (JSI) | 0.5 | $5.0M | 96k | 52.06 |
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| Unum (UNM) | 0.5 | $4.7M | +9% | 61k | 77.50 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.5 | $4.7M | -3% | 64k | 74.17 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $4.6M | -8% | 6.7k | 681.93 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.4 | $4.3M | 170k | 25.48 |
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| Ge Aerospace Com New (GE) | 0.4 | $4.3M | NEW | 14k | 308.03 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.4 | $4.2M | +6% | 41k | 102.42 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $4.1M | 21k | 191.56 |
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| Home Depot (HD) | 0.4 | $4.0M | -2% | 12k | 344.08 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $3.9M | -4% | 15k | 252.92 |
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| Technipfmc (FTI) | 0.4 | $3.6M | NEW | 81k | 44.56 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.4 | $3.5M | 99k | 35.21 |
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| Ishares Tr Esg Optimized (SUSA) | 0.4 | $3.5M | 25k | 139.35 |
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| Bristol Myers Squibb (BMY) | 0.3 | $3.3M | NEW | 62k | 53.94 |
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| Expedia Group Com New (EXPE) | 0.3 | $3.3M | NEW | 12k | 283.31 |
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| National Fuel Gas (NFG) | 0.3 | $3.3M | +15% | 41k | 80.06 |
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| Cardinal Health (CAH) | 0.3 | $3.2M | +6% | 16k | 205.51 |
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| Lithia Motors (LAD) | 0.3 | $3.1M | +9% | 9.4k | 332.33 |
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| Incyte Corporation (INCY) | 0.3 | $3.1M | NEW | 32k | 98.77 |
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| Omega Healthcare Investors (OHI) | 0.3 | $3.1M | NEW | 69k | 44.34 |
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| Harbor Etf Trust Internatnal Comp (OSEA) | 0.3 | $3.0M | +68% | 98k | 30.25 |
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| Corning Incorporated (GLW) | 0.3 | $2.9M | +5% | 34k | 87.56 |
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| Verizon Communications (VZ) | 0.3 | $2.8M | +24% | 70k | 40.73 |
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| Evercore Class A (EVR) | 0.3 | $2.8M | +10% | 8.3k | 340.27 |
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| Capital One Financial (COF) | 0.3 | $2.8M | +9% | 12k | 242.36 |
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| Philip Morris International (PM) | 0.3 | $2.8M | +14% | 17k | 160.40 |
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| MDU Resources (MDU) | 0.3 | $2.7M | +6% | 140k | 19.52 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.7M | -50% | 3.1k | 862.34 |
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| Intercontinental Exchange (ICE) | 0.3 | $2.6M | -37% | 16k | 161.96 |
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| Abbott Laboratories (ABT) | 0.3 | $2.6M | +8% | 21k | 125.29 |
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| Nexstar Media Group Common Stock (NXST) | 0.3 | $2.5M | +11% | 12k | 203.05 |
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| Goldman Sachs (GS) | 0.3 | $2.5M | +10% | 2.9k | 879.07 |
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| S&p Global (SPGI) | 0.2 | $2.4M | -54% | 4.7k | 522.59 |
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| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) | 0.2 | $2.2M | 45k | 48.98 |
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| Boston Scientific Corporation (BSX) | 0.2 | $2.2M | -54% | 23k | 95.35 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.1M | -3% | 76k | 27.43 |
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| Packaging Corporation of America (PKG) | 0.2 | $2.1M | +10% | 10k | 206.23 |
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| Coca-Cola Company (KO) | 0.2 | $2.1M | 30k | 69.91 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.8M | 32k | 57.24 |
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| Xylem (XYL) | 0.2 | $1.8M | NEW | 13k | 136.18 |
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| Williams-Sonoma (WSM) | 0.2 | $1.8M | +7% | 9.9k | 178.59 |
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| Hawkins (HWKN) | 0.2 | $1.7M | -6% | 12k | 142.07 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $1.6M | 28k | 58.12 |
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| Moody's Corporation (MCO) | 0.2 | $1.6M | NEW | 3.2k | 510.85 |
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| Southern Company (SO) | 0.2 | $1.6M | 19k | 87.20 |
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| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.2 | $1.6M | +4% | 31k | 50.38 |
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| Itt (ITT) | 0.2 | $1.5M | NEW | 8.9k | 173.51 |
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| Avery Dennison Corporation (AVY) | 0.1 | $1.5M | NEW | 8.1k | 181.88 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.4M | -11% | 6.8k | 198.62 |
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| Ishares Tr Top 20 U S Stock (TOPT) | 0.1 | $1.3M | +22% | 43k | 31.23 |
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| Raymond James Financial (RJF) | 0.1 | $1.3M | 8.2k | 160.59 |
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| UGI Corporation (UGI) | 0.1 | $1.3M | +10% | 34k | 37.43 |
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| Agree Realty Corporation (ADC) | 0.1 | $1.2M | +9% | 17k | 72.03 |
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| ResMed (RMD) | 0.1 | $1.2M | -12% | 5.1k | 240.89 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $1.2M | -2% | 22k | 56.69 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $1.2M | 18k | 66.52 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | -67% | 6.1k | 194.92 |
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| Public Service Enterprise (PEG) | 0.1 | $1.1M | +9% | 14k | 80.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | 1.8k | 627.13 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | -6% | 2.5k | 449.72 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.0M | 16k | 66.00 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.0M | 22k | 45.21 |
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| HEICO Corporation (HEI) | 0.1 | $964k | -58% | 3.0k | 323.59 |
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| LeMaitre Vascular (LMAT) | 0.1 | $904k | -42% | 11k | 81.10 |
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| Essex Property Trust (ESS) | 0.1 | $891k | NEW | 3.4k | 261.68 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $890k | +3% | 10k | 89.46 |
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| Stryker Corporation (SYK) | 0.1 | $890k | NEW | 2.5k | 351.47 |
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| Johnson & Johnson (JNJ) | 0.1 | $879k | 4.2k | 206.93 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $858k | +5% | 17k | 51.60 |
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| Eli Lilly & Co. (LLY) | 0.1 | $850k | -25% | 791.00 | 1074.68 |
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| Visa Com Cl A (V) | 0.1 | $846k | -4% | 2.4k | 350.72 |
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| Genuine Parts Company (GPC) | 0.1 | $746k | 6.1k | 122.96 |
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| McDonald's Corporation (MCD) | 0.1 | $743k | +2% | 2.4k | 305.61 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $742k | +97% | 17k | 44.71 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $732k | +6% | 2.2k | 335.21 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $715k | +24% | 5.8k | 123.26 |
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| Littelfuse (LFUS) | 0.1 | $712k | NEW | 2.8k | 252.92 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $659k | 962.00 | 684.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $639k | 6.7k | 96.03 |
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| American Express Company (AXP) | 0.1 | $587k | +8% | 1.6k | 369.95 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.1 | $561k | 4.8k | 116.40 |
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| Mid-America Apartment (MAA) | 0.1 | $515k | -59% | 3.7k | 138.92 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $493k | 1.7k | 290.22 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $490k | 6.1k | 80.22 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $480k | +2% | 15k | 32.62 |
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| Pepsi (PEP) | 0.0 | $460k | 3.2k | 143.50 |
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| Procter & Gamble Company (PG) | 0.0 | $456k | -17% | 3.2k | 143.30 |
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| Stag Industrial (STAG) | 0.0 | $441k | NEW | 12k | 36.76 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $432k | NEW | 6.4k | 67.13 |
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| Badger Meter (BMI) | 0.0 | $427k | -78% | 2.4k | 174.42 |
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| Lowe's Companies (LOW) | 0.0 | $423k | 1.8k | 241.16 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $414k | +5% | 862.00 | 480.72 |
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| Bank of America Corporation (BAC) | 0.0 | $406k | -27% | 7.4k | 55.00 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $403k | 11k | 38.32 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $394k | 808.00 | 487.94 |
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| Wells Fargo & Company (WFC) | 0.0 | $385k | -2% | 4.1k | 93.20 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $383k | +88% | 2.7k | 143.97 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $373k | 3.6k | 104.07 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $369k | NEW | 8.3k | 44.65 |
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| Nextera Energy (NEE) | 0.0 | $350k | 4.4k | 80.27 |
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| Medtronic SHS (MDT) | 0.0 | $348k | NEW | 3.6k | 96.06 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $343k | 7.0k | 49.15 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $342k | 4.9k | 69.47 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $333k | 12k | 26.91 |
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| AFLAC Incorporated (AFL) | 0.0 | $333k | 3.0k | 110.27 |
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| Intuit (INTU) | 0.0 | $323k | -80% | 487.00 | 662.43 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $316k | 766.00 | 412.77 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $316k | +3% | 4.6k | 69.42 |
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| Amplify Etf Tr Cwp Intl Enhance (IDVO) | 0.0 | $315k | +48% | 8.2k | 38.35 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $303k | 4.5k | 67.22 |
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| Deere & Company (DE) | 0.0 | $296k | 636.00 | 465.57 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $296k | +11% | 1.4k | 212.07 |
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| Abbvie (ABBV) | 0.0 | $292k | -3% | 1.3k | 228.44 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $287k | 1.2k | 246.16 |
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| UnitedHealth (UNH) | 0.0 | $286k | 867.00 | 330.11 |
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| Automatic Data Processing (ADP) | 0.0 | $283k | -82% | 1.1k | 257.25 |
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| Phillips 66 (PSX) | 0.0 | $282k | 2.2k | 129.02 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $271k | 7.1k | 38.48 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $265k | 14k | 19.20 |
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| Motorola Solutions Com New (MSI) | 0.0 | $260k | -85% | 678.00 | 383.35 |
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| Norfolk Southern (NSC) | 0.0 | $255k | 883.00 | 288.80 |
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| Wiley John & Sons Cl A (WLY) | 0.0 | $251k | -85% | 8.2k | 30.63 |
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| Analog Devices (ADI) | 0.0 | $251k | 924.00 | 271.20 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $247k | -3% | 1.9k | 131.59 |
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| Crane Company Common Stock (CR) | 0.0 | $246k | 1.3k | 184.43 |
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| Steel Dynamics (STLD) | 0.0 | $239k | NEW | 1.4k | 169.45 |
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| Gilead Sciences (GILD) | 0.0 | $239k | 1.9k | 122.72 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $231k | +2% | 2.6k | 87.16 |
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| Paychex (PAYX) | 0.0 | $220k | 2.0k | 112.18 |
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| CSX Corporation (CSX) | 0.0 | $216k | 5.9k | 36.25 |
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| Amgen (AMGN) | 0.0 | $214k | NEW | 654.00 | 327.11 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $214k | NEW | 1.2k | 177.37 |
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| Aptar (ATR) | 0.0 | $214k | -85% | 1.8k | 121.97 |
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| General Dynamics Corporation (GD) | 0.0 | $211k | 626.00 | 336.66 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $210k | 278.00 | 753.78 |
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| Illinois Tool Works (ITW) | 0.0 | $206k | 835.00 | 246.30 |
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| Chevron Corporation (CVX) | 0.0 | $204k | -7% | 1.3k | 152.40 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $202k | NEW | 2.2k | 91.38 |
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| L3harris Technologies (LHX) | 0.0 | $201k | 684.00 | 293.57 |
|
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| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $201k | NEW | 2.4k | 82.77 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $201k | NEW | 1.5k | 137.86 |
|
| Independence Realty Trust In (IRT) | 0.0 | $188k | 11k | 17.48 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $66k | 11k | 6.30 |
|
Past Filings by CPC Advisors
SEC 13F filings are viewable for CPC Advisors going back to 2019
- CPC Advisors 2025 Q4 filed Jan. 28, 2026
- CPC Advisors 2025 Q3 filed Oct. 27, 2025
- Consolidated Planning Corp 2025 Q2 filed July 18, 2025
- Consolidated Planning Corp 2025 Q1 filed April 22, 2025
- Consolidated Planning Corp 2024 Q4 filed Jan. 29, 2025
- Consolidated Planning Corp 2024 Q3 filed Oct. 31, 2024
- Consolidated Planning Corp 2024 Q2 filed Aug. 2, 2024
- Consolidated Planning Corp 2024 Q1 filed May 2, 2024
- Consolidated Planning Corp 2023 Q4 filed Feb. 5, 2024
- Consolidated Planning Corp 2023 Q3 filed Nov. 8, 2023
- Consolidated Planning Corp 2023 Q2 filed Aug. 14, 2023
- Consolidated Planning Corp 2023 Q1 filed May 4, 2023
- Consolidated Planning Corp 2022 Q4 filed Feb. 13, 2023
- Consolidated Planning Corp 2022 Q3 filed Nov. 4, 2022
- Consolidated Planning Corp 2022 Q2 filed Aug. 12, 2022
- Consolidated Planning Corp 2022 Q1 filed May 3, 2022