Consolidated Planning Corp
Latest statistics and disclosures from CPC Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TCAF, AVUS, DIVO, IDVO, CGXU, and represent 39.61% of CPC Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$5.3M), NHC, CAT, ADI, AVT, UNH, TXN, LFUS, PSX, ANDE.
- Started 40 new stock positions in UBER, PNC, ORLY, AVT, TXN, NLY, VXUS, STT, ACN, ANDE.
- Reduced shares in these 10 stocks: , HEI, LAD, BNY, PM, , ABT, IBM, HTAB, AVGO.
- Sold out of its positions in MO, ADP, HWKN, HEI, IBM, INTU, IGRO, GOVZ, LAD, PAYX. ZROZ, RF, UGI, UNM.
- CPC Advisors was a net buyer of stock by $8.9M.
- CPC Advisors has $735M in assets under management (AUM), dropping by -0.87%.
- Central Index Key (CIK): 0001805250
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Portfolio Holdings for CPC Advisors
CPC Advisors holds 185 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 10.3 | $76M | 1.8M | 42.27 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 8.7 | $64M | 501k | 128.09 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 8.2 | $61M | +2% | 1.3M | 46.49 |
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| Amplify Etf Tr Cwp Intl Enhance (IDVO) | 7.1 | $53M | 1.3M | 41.54 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 5.2 | $38M | +6% | 1.1M | 34.29 |
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| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 4.9 | $36M | -6% | 2.0M | 17.89 |
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| Unified Ser Tr Ballast Smlmd Cp (MGMT) | 4.6 | $34M | 692k | 48.51 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 3.5 | $26M | 818k | 31.47 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 2.6 | $19M | 271k | 71.64 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 2.5 | $19M | 59k | 317.34 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 2.5 | $18M | 325k | 56.22 |
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| Apple (AAPL) | 2.4 | $18M | +42% | 53k | 333.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $7.6M | +28% | 60k | 125.26 |
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| Comfort Systems USA (FIX) | 1.0 | $7.2M | -18% | 4.4k | 1654.24 |
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| Verizon Communications (VZ) | 1.0 | $7.1M | +23% | 156k | 45.87 |
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| Analog Devices (ADI) | 0.9 | $6.9M | +102% | 17k | 396.72 |
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| Amazon (AMZN) | 0.9 | $6.6M | +20% | 27k | 249.15 |
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| Lam Research Corp Com New (LRCX) | 0.9 | $6.5M | +76% | 20k | 328.51 |
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| Kla Corp Com New (KLAC) | 0.9 | $6.3M | +73% | 33k | 194.93 |
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| Cisco Systems (CSCO) | 0.8 | $6.0M | -12% | 56k | 107.63 |
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| Nexstar Media Group Common Stock (NXST) | 0.8 | $5.9M | +32% | 37k | 161.57 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $5.8M | -3% | 43k | 136.04 |
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| Morgan Stanley Com New (MS) | 0.8 | $5.6M | +83% | 30k | 188.08 |
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| Johnson & Johnson (JNJ) | 0.7 | $5.4M | +14% | 21k | 264.74 |
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| Microsoft Corporation (MSFT) | 0.7 | $5.4M | -29% | 11k | 512.89 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.7 | $5.2M | 63k | 83.03 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $4.8M | 6.3k | 762.65 |
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| NVIDIA Corporation (NVDA) | 0.6 | $4.1M | +58% | 18k | 228.38 |
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| Caterpillar (CAT) | 0.5 | $4.0M | +767% | 4.9k | 810.79 |
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| UnitedHealth (UNH) | 0.5 | $3.9M | +605% | 11k | 367.09 |
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| Casey's General Stores (CASY) | 0.5 | $3.8M | -27% | 6.2k | 608.51 |
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| Ishares Tr Esg Optimized (SUSA) | 0.5 | $3.7M | -4% | 24k | 155.68 |
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| Philip Morris International (PM) | 0.5 | $3.7M | -42% | 19k | 190.82 |
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| Cardinal Health (CAH) | 0.5 | $3.6M | -40% | 16k | 222.50 |
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| National HealthCare Corporation (NHC) | 0.5 | $3.5M | NEW | 16k | 219.51 |
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| Polaris Industries (PII) | 0.5 | $3.5M | +108% | 67k | 52.15 |
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| Avnet (AVT) | 0.5 | $3.5M | NEW | 35k | 99.95 |
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| Broadcom (AVGO) | 0.5 | $3.4M | -41% | 9.8k | 351.20 |
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| Phillips 66 (PSX) | 0.5 | $3.4M | +566% | 13k | 255.31 |
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| Home Depot (HD) | 0.5 | $3.4M | +3% | 12k | 284.50 |
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| Amphenol Corp Cl A (APH) | 0.4 | $3.3M | 39k | 84.30 |
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| Bank of New York Mellon Corporation (BNY) | 0.4 | $3.2M | -47% | 23k | 144.63 |
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| Goldman Sachs (GS) | 0.4 | $3.1M | -40% | 3.5k | 900.35 |
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| Huntington Ingalls Inds (HII) | 0.4 | $3.1M | +36% | 12k | 267.08 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $3.1M | NEW | 11k | 280.09 |
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| Caretrust Reit (CTRE) | 0.4 | $3.0M | +7% | 82k | 36.58 |
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| Space Exploration Techn Corp Class A Com Stk Put Option (SPCX) | 0.4 | $3.0M | +28% | 20k | 150.86 |
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| Littelfuse (LFUS) | 0.4 | $2.9M | NEW | 6.9k | 423.74 |
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| Te Connectivity Ord Shs (TEL) | 0.4 | $2.9M | +21% | 14k | 211.08 |
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| Andersons (ANDE) | 0.4 | $2.9M | NEW | 44k | 65.70 |
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| Albemarle Corporation (ALB) | 0.4 | $2.9M | +202% | 27k | 105.78 |
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| Dillards Cl A (DDS) | 0.4 | $2.8M | +19% | 4.2k | 669.99 |
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| State Street Corporation (STT) | 0.4 | $2.8M | NEW | 16k | 174.59 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.8M | 3.8k | 739.85 |
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| Cognex Corporation (CGNX) | 0.4 | $2.8M | NEW | 46k | 60.65 |
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| Coca-Cola Company (KO) | 0.4 | $2.7M | 32k | 86.08 |
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| Franklin Resources (BEN) | 0.4 | $2.7M | NEW | 85k | 32.12 |
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| Power Integrations (POWI) | 0.4 | $2.7M | NEW | 53k | 51.80 |
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| Meta Platforms Cl A (META) | 0.4 | $2.7M | +12% | 3.8k | 725.18 |
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| National Fuel Gas (NFG) | 0.3 | $2.2M | -36% | 29k | 75.86 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.1M | 65k | 32.53 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.9M | 8.1k | 233.30 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.9M | +12% | 5.7k | 330.83 |
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| Brunswick Corporation (BC) | 0.2 | $1.8M | NEW | 29k | 64.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.8M | +3% | 3.5k | 497.95 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.7M | +16% | 1.5k | 1157.08 |
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| AES Corporation (AES) | 0.2 | $1.7M | +25% | 112k | 14.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.6M | -49% | 4.7k | 344.08 |
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| Harbor Etf Trust Internatnal Comp (OSEA) | 0.2 | $1.5M | -42% | 53k | 29.26 |
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| Annaly Capital Management In Com New (NLY) | 0.2 | $1.5M | NEW | 80k | 18.89 |
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| Southern Company (SO) | 0.2 | $1.5M | +3% | 18k | 82.89 |
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| Visa Com Cl A (V) | 0.2 | $1.4M | +28% | 3.9k | 359.36 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $1.3M | -11% | 22k | 61.50 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.2 | $1.3M | 17k | 76.30 |
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| Edison International (EIX) | 0.2 | $1.3M | NEW | 24k | 53.73 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $1.2M | 6.4k | 195.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.2M | 1.8k | 700.81 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $1.2M | -2% | 20k | 61.26 |
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| J P Morgan Exchange Traded F Sust Muni In Etf (JMSI) | 0.2 | $1.2M | -14% | 26k | 47.20 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.2M | -7% | 21k | 56.22 |
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| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.2 | $1.1M | NEW | 25k | 44.50 |
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| Netflix (NFLX) | 0.1 | $1.1M | +2% | 15k | 69.58 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $1.1M | NEW | 16k | 66.76 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.0M | 19k | 53.75 |
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| Wal-Mart Stores (WMT) | 0.1 | $946k | +219% | 9.1k | 103.92 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $887k | +103% | 9.8k | 90.11 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $883k | 9.8k | 89.76 |
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| Raymond James Financial (RJF) | 0.1 | $864k | 5.5k | 158.02 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $851k | -3% | 14k | 60.73 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $798k | 15k | 53.95 |
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| Ishares Tr Top 20 U S Etf (TOPT) | 0.1 | $780k | 22k | 34.90 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $765k | +7% | 7.9k | 96.88 |
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| Tesla Motors (TSLA) | 0.1 | $759k | +4% | 2.1k | 354.81 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $756k | -12% | 11k | 71.95 |
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| Abbvie (ABBV) | 0.1 | $736k | +65% | 2.8k | 261.56 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $735k | NEW | 4.8k | 151.58 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.1 | $732k | NEW | 2.1k | 351.85 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.1 | $725k | -45% | 11k | 69.17 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $658k | NEW | 7.7k | 84.96 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $655k | NEW | 1.2k | 551.47 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $650k | +123% | 2.3k | 284.49 |
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| McDonald's Corporation (MCD) | 0.1 | $640k | -11% | 2.8k | 230.93 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.1 | $637k | +146% | 8.1k | 78.42 |
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| Genuine Parts Company (GPC) | 0.1 | $621k | -14% | 4.9k | 125.75 |
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| Merck & Co (MRK) | 0.1 | $596k | +6% | 4.1k | 145.31 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $584k | 5.6k | 103.89 |
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| Bank of America Corporation (BAC) | 0.1 | $573k | +7% | 11k | 54.43 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $570k | 3.5k | 160.74 |
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| Nextera Energy (NEE) | 0.1 | $562k | +19% | 7.4k | 75.73 |
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| Chevron Corporation (CVX) | 0.1 | $561k | +124% | 2.7k | 204.23 |
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| Procter & Gamble Company (PG) | 0.1 | $538k | -5% | 3.7k | 145.28 |
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| Cme (CME) | 0.1 | $526k | -77% | 2.0k | 261.98 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $496k | +29% | 2.7k | 185.65 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $491k | NEW | 806.00 | 609.00 |
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| Oracle Corporation (ORCL) | 0.1 | $476k | -83% | 3.5k | 137.30 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $475k | -10% | 13k | 35.93 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $460k | NEW | 1.0k | 456.19 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $458k | NEW | 2.1k | 220.34 |
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| Costco Wholesale Corporation (COST) | 0.1 | $447k | +16% | 491.00 | 910.34 |
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| Pepsi (PEP) | 0.1 | $416k | -9% | 3.3k | 126.73 |
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| Illinois Tool Works (ITW) | 0.1 | $415k | +93% | 1.6k | 257.28 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $410k | -28% | 4.5k | 91.64 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $406k | 5.8k | 70.61 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.1 | $402k | 3.9k | 102.15 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $401k | +23% | 1.1k | 374.06 |
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| American Express Company (AXP) | 0.1 | $400k | -15% | 1.3k | 304.10 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 0.1 | $399k | 3.9k | 101.18 |
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| Advanced Micro Devices (AMD) | 0.1 | $391k | NEW | 639.00 | 611.76 |
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| salesforce (CRM) | 0.1 | $391k | NEW | 1.7k | 229.57 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $390k | 8.0k | 48.53 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $377k | -9% | 741.00 | 508.74 |
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| Uber Technologies (UBER) | 0.1 | $375k | NEW | 5.5k | 68.51 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $373k | -2% | 9.2k | 40.58 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $371k | 12k | 30.00 |
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| Norfolk Southern (NSC) | 0.1 | $369k | +2% | 1.2k | 308.88 |
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| TJX Companies (TJX) | 0.0 | $367k | NEW | 2.8k | 132.31 |
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| Vanguard World Mrngstr Mega Cap (MGK) | 0.0 | $355k | 3.8k | 92.65 |
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| CSX Corporation (CSX) | 0.0 | $348k | -15% | 7.5k | 46.51 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $346k | NEW | 662.00 | 522.81 |
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| AFLAC Incorporated (AFL) | 0.0 | $336k | +2% | 3.0k | 111.78 |
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| Intercontinental Exchange (ICE) | 0.0 | $331k | NEW | 2.2k | 152.03 |
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| Eaton Corp SHS (ETN) | 0.0 | $330k | NEW | 767.00 | 429.71 |
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| Gilead Sciences (GILD) | 0.0 | $322k | +11% | 2.2k | 149.03 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $322k | +36% | 5.6k | 57.82 |
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| Steel Dynamics (STLD) | 0.0 | $313k | +4% | 1.4k | 221.61 |
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| Walt Disney Company (DIS) | 0.0 | $309k | NEW | 2.9k | 104.90 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $304k | -88% | 5.5k | 54.88 |
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| General Dynamics Corporation (GD) | 0.0 | $302k | NEW | 910.00 | 331.83 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $294k | NEW | 162.00 | 1811.67 |
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| O'reilly Automotive (ORLY) | 0.0 | $291k | NEW | 3.4k | 85.41 |
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| Intel Corporation (INTC) | 0.0 | $290k | +10% | 2.4k | 120.23 |
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| Wells Fargo & Company (WFC) | 0.0 | $288k | +6% | 3.6k | 80.05 |
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| Amgen (AMGN) | 0.0 | $287k | +11% | 681.00 | 421.44 |
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| Qualcomm (QCOM) | 0.0 | $286k | +5% | 1.6k | 184.04 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $285k | 2.3k | 125.67 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $280k | NEW | 1.1k | 264.75 |
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| Lowe's Companies (LOW) | 0.0 | $274k | 1.5k | 184.29 |
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| Deere & Company (DE) | 0.0 | $261k | -20% | 389.00 | 671.55 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $259k | -33% | 338.00 | 765.85 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $256k | +15% | 13k | 20.39 |
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| At&t (T) | 0.0 | $253k | NEW | 10k | 24.40 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $252k | NEW | 1.4k | 183.37 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $251k | NEW | 3.6k | 70.15 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $247k | NEW | 3.2k | 78.31 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $246k | 7.1k | 34.88 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $244k | +16% | 264.00 | 922.34 |
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| Micron Technology (MU) | 0.0 | $242k | NEW | 227.00 | 1065.11 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $236k | 1.9k | 123.08 |
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| PNC Financial Services (PNC) | 0.0 | $235k | NEW | 1.1k | 222.26 |
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| Crane Company Common Stock (CR) | 0.0 | $235k | -15% | 1.2k | 204.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $234k | 842.00 | 277.89 |
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| Ge Vernova (GEV) | 0.0 | $232k | +22% | 244.00 | 950.49 |
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| Corning Incorporated (GLW) | 0.0 | $226k | +41% | 1.5k | 153.76 |
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| S&p Global (SPGI) | 0.0 | $223k | +6% | 566.00 | 394.47 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $214k | 1.5k | 142.58 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $214k | 1.9k | 114.01 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $212k | 1.9k | 110.28 |
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| Delta Air Lines Com New (DAL) | 0.0 | $211k | +6% | 2.5k | 83.46 |
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| SYSCO Corporation (SYY) | 0.0 | $210k | 2.7k | 77.96 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $209k | 4.2k | 50.21 |
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| Abbott Laboratories (ABT) | 0.0 | $206k | -92% | 2.1k | 98.83 |
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| Apollo Global Mgmt (APO) | 0.0 | $202k | NEW | 1.7k | 116.06 |
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| Allstate Corporation (ALL) | 0.0 | $201k | +5% | 906.00 | 221.86 |
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| Independence Realty Trust In (IRT) | 0.0 | $157k | 11k | 14.53 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $124k | +127% | 24k | 5.16 |
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Past Filings by CPC Advisors
SEC 13F filings are viewable for CPC Advisors going back to 2019
- CPC Advisors 2026 Q3 filed Oct. 21, 2026
- CPC Advisors 2026 Q2 filed July 24, 2026
- CPC Advisors 2026 Q1 filed April 16, 2026
- 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