Consolidated Planning Corp

Latest statistics and disclosures from Consolidated Planning Corp's latest quarterly 13F-HR filing:

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Portfolio Holdings for Consolidated Planning Corp

Companies in the Consolidated Planning Corp portfolio as of the September 2021 quarterly 13F filing

Consolidated Planning Corp has 506 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 40.9 $63M 284k 222.06
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 6.1 $9.4M +6% 175k 53.95
Ishares Tr Msci Usa Mmentm (MTUM) 3.7 $5.7M +3% 32k 175.61
Wisdomtree Tr Us Midcap Fund (EZM) 3.4 $5.2M +8% 101k 52.01
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $5.1M 47k 109.19
Ishares Tr Rus 1000 Grw Etf (IWF) 3.0 $4.7M -2% 17k 274.02
Apple (AAPL) 3.0 $4.6M 33k 141.50
Ishares Tr Core S&p Ttl Stk (ITOT) 2.4 $3.7M 38k 98.38
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 2.3 $3.5M +15% 30k 116.93
Ishares Tr Msci Usa Esg Slc (SUSA) 2.2 $3.4M +5% 36k 95.94
Home Depot (HD) 1.8 $2.7M 8.2k 328.19
Amazon (AMZN) 1.3 $1.9M 586.00 3284.98
Coca-Cola Company (KO) 1.1 $1.7M 33k 52.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.5M 3.5k 429.10

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Southern Company (SO) 0.9 $1.5M 24k 61.99
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.9 $1.4M +3% 31k 44.45
Crowdstrike Hldgs Cl A (CRWD) 0.9 $1.4M NEW 5.5k 245.76
Microsoft Corporation (MSFT) 0.8 $1.3M 4.5k 281.89
Facebook Cl A (FB) 0.7 $1.1M 3.3k 339.42
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.0M 6.6k 153.57
Raymond James Financial (RJF) 0.6 $909k +185% 9.9k 92.27
Netflix (NFLX) 0.5 $727k 1.2k 610.41
Ark Etf Tr Innovation Etf (ARKK) 0.5 $699k +6% 6.3k 110.53
Johnson & Johnson (JNJ) 0.4 $684k 4.2k 161.47
Tesla Motors (TSLA) 0.4 $682k 879.00 775.88
JPMorgan Chase & Co. (JPM) 0.4 $676k 4.1k 163.80
UnitedHealth (UNH) 0.4 $601k 1.5k 390.51
Global Payments (GPN) 0.4 $586k 3.7k 157.57
Wal-Mart Stores (WMT) 0.4 $567k 4.1k 139.35
Alphabet Cap Stk Cl A (GOOGL) 0.3 $527k 197.00 2675.13
Hubbell (HUBB) 0.3 $475k 2.6k 180.68
Broadcom (AVGO) 0.3 $431k 889.00 484.81
McDonald's Corporation (MCD) 0.3 $427k +3% 1.8k 241.38
Alphabet Cap Stk Cl C (GOOG) 0.3 $400k 150.00 2666.67
Paypal Holdings (PYPL) 0.2 $383k 1.5k 260.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $364k +2% 924.00 393.94
Comcast Corp Cl A (CMCSA) 0.2 $354k 6.3k 55.95
Apartment Income Reit Corp (AIRC) 0.2 $353k 7.2k 48.76
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.2 $350k 7.1k 49.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $346k 1.3k 273.30
Pinterest Cl A (PINS) 0.2 $320k 6.3k 51.02
Cisco Systems (CSCO) 0.2 $315k 5.8k 54.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $310k 865.00 358.38
Autodesk (ADSK) 0.2 $301k 1.1k 285.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $299k NEW 2.0k 148.17
AutoZone (AZO) 0.2 $289k 170.00 1700.00
Ishares Tr Msci Eafe Etf (EFA) 0.2 $252k -2% 3.2k 77.99
Texas Instruments Incorporated (TXN) 0.2 $250k +14% 1.3k 192.01
Visa Com Cl A (V) 0.2 $249k 1.1k 223.12
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $249k NEW 3.4k 74.13
Yum! Brands (YUM) 0.2 $244k 2.0k 122.55
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $239k 2.1k 114.74
Accenture Plc Ireland Shs Class A (ACN) 0.1 $227k 708.00 320.62
Bank of America Corporation (BAC) 0.1 $219k 5.2k 42.40
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $216k 6.1k 35.53
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $215k 2.1k 102.87
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $214k 1.6k 129.85
Procter & Gamble Company (PG) 0.1 $208k NEW 1.5k 139.97
Ishares Tr Core Msci Eafe (IEFA) 0.1 $207k 2.8k 74.17
Boeing Company (BA) 0.1 $206k NEW 938.00 219.62
Merck & Co (MRK) 0.1 $204k 2.7k 75.28
Lockheed Martin Corporation (LMT) 0.1 $203k 589.00 344.65
Twitter (TWTR) 0.1 $203k 3.4k 60.51
Ishares Tr Core S&p500 Etf (IVV) 0.1 $196k NEW 454.00 431.72
Honeywell International (HON) 0.1 $195k 917.00 212.65
Target Corporation (TGT) 0.1 $187k NEW 817.00 228.89
Truist Financial Corp equities (TFC) 0.1 $183k NEW 3.1k 58.64
Allstate Corporation (ALL) 0.1 $179k NEW 1.4k 127.40
Waste Management (WM) 0.1 $175k NEW 1.2k 148.94
Astrazeneca Sponsored Adr (AZN) 0.1 $173k NEW 2.9k 60.11
Medical Properties Trust (MPW) 0.1 $167k NEW 8.3k 20.05
Intel Corporation (INTC) 0.1 $162k NEW 3.0k 53.17
Pfizer (PFE) 0.1 $157k NEW 3.6k 43.06
Verizon Communications (VZ) 0.1 $153k NEW 2.8k 53.93
Steris Shs Usd (STE) 0.1 $149k NEW 729.00 204.39
3M Company (MMM) 0.1 $149k NEW 848.00 175.71
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $135k NEW 864.00 156.25
L3harris Technologies (LHX) 0.1 $135k NEW 614.00 219.87
Union Pacific Corporation (UNP) 0.1 $134k NEW 682.00 196.48
Kinder Morgan (KMI) 0.1 $134k NEW 8.0k 16.68
Te Connectivity Reg Shs (TEL) 0.1 $133k NEW 966.00 137.68
Pepsi (PEP) 0.1 $129k NEW 856.00 150.70
Wec Energy Group (WEC) 0.1 $128k NEW 1.5k 87.91
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $127k NEW 431.00 294.66
Walt Disney Company (DIS) 0.1 $126k NEW 743.00 169.58
Becton, Dickinson and (BDX) 0.1 $123k NEW 500.00 246.00
salesforce (CRM) 0.1 $120k NEW 444.00 270.27
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $120k NEW 507.00 236.69
Marsh & McLennan Companies (MMC) 0.1 $118k NEW 777.00 151.87
Automatic Data Processing (ADP) 0.1 $116k NEW 579.00 200.35
Abbvie (ABBV) 0.1 $113k NEW 1.0k 107.72
Adobe Systems Incorporated (ADBE) 0.1 $112k NEW 194.00 577.32
Mastercard Incorporated Cl A (MA) 0.1 $110k NEW 317.00 347.00
Raytheon Technologies Corp (RTX) 0.1 $107k NEW 1.2k 86.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $106k NEW 2.1k 50.00
Thermo Fisher Scientific (TMO) 0.1 $105k NEW 183.00 573.77
Vanguard Index Fds Growth Etf (VUG) 0.1 $105k NEW 362.00 290.06
Ishares Tr Esg Aware Msci (ESML) 0.1 $104k NEW 2.7k 39.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $103k NEW 366.00 281.42
Amgen (AMGN) 0.1 $103k NEW 483.00 213.25
Illinois Tool Works (ITW) 0.1 $99k NEW 478.00 207.11
Uipath Cl A (PATH) 0.1 $96k NEW 1.8k 52.81
Arthur J. Gallagher & Co. (AJG) 0.1 $96k NEW 649.00 147.92
Danaher Corporation (DHR) 0.1 $93k NEW 305.00 304.92
Eaton Corp SHS (ETN) 0.1 $92k NEW 615.00 149.59
Republic Services (RSG) 0.1 $91k NEW 754.00 120.69
Sempra Energy (SRE) 0.1 $91k NEW 719.00 126.56
Nike CL B (NKE) 0.1 $90k NEW 620.00 145.16
Acushnet Holdings Corp (GOLF) 0.1 $89k NEW 1.9k 46.50
Leidos Holdings (LDOS) 0.1 $88k NEW 918.00 95.86
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $87k NEW 1.7k 50.64
Cme (CME) 0.1 $87k NEW 451.00 192.90
Alliant Energy Corporation (LNT) 0.1 $86k NEW 1.5k 56.03
Duke Energy Corp Com New (DUK) 0.1 $86k NEW 885.00 97.18
S&p Global (SPGI) 0.1 $85k NEW 200.00 425.00
Servicenow (NOW) 0.1 $83k NEW 133.00 624.06
Nordson Corporation (NDSN) 0.1 $83k NEW 348.00 238.51
Oracle Corporation (ORCL) 0.1 $83k NEW 958.00 86.64
BlackRock (BLK) 0.1 $82k NEW 98.00 836.73
Black Hills Corporation (BKH) 0.1 $82k NEW 1.3k 63.08
Aon Shs Cl A (AON) 0.1 $81k NEW 282.00 287.23
Colgate-Palmolive Company (CL) 0.1 $79k NEW 1.1k 75.24
Servisfirst Bancshares (SFBS) 0.1 $78k NEW 1.0k 77.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $78k NEW 295.00 264.41
Vanguard Index Fds Value Etf (VTV) 0.1 $78k NEW 574.00 135.89
Darling International (DAR) 0.0 $75k NEW 1.0k 71.77
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $74k NEW 665.00 111.28
Ishares Tr Global Tech Etf (IXN) 0.0 $72k NEW 1.3k 56.60
Unilever Spon Adr New (UL) 0.0 $72k NEW 1.3k 54.30
Moderna (MRNA) 0.0 $71k NEW 185.00 383.78
Air Products & Chemicals (APD) 0.0 $71k NEW 277.00 256.32
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $70k NEW 1.4k 50.14
eBay (EBAY) 0.0 $70k NEW 1.0k 70.00
Avery Dennison Corporation (AVY) 0.0 $69k NEW 335.00 205.97
Nextera Energy (NEE) 0.0 $68k NEW 872.00 77.98
Vanguard World Mega Grwth Ind (MGK) 0.0 $68k NEW 290.00 234.48
PNC Financial Services (PNC) 0.0 $68k NEW 350.00 194.29
Eli Lilly & Co. (LLY) 0.0 $68k NEW 294.00 231.29
Hershey Company (HSY) 0.0 $68k NEW 402.00 169.15
Omega Healthcare Investors (OHI) 0.0 $65k NEW 2.2k 30.09
Analog Devices (ADI) 0.0 $65k NEW 386.00 168.39
Catchmark Timber Tr Cl A (CTT) 0.0 $64k NEW 5.4k 11.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $64k NEW 574.00 111.50
Teleflex Incorporated (TFX) 0.0 $64k NEW 171.00 374.27
Qualcomm (QCOM) 0.0 $64k NEW 495.00 129.29
Entergy Corporation (ETR) 0.0 $64k NEW 643.00 99.53
Nuance Communications (NUAN) 0.0 $63k NEW 1.1k 54.93
Sun Life Financial (SLF) 0.0 $63k NEW 1.2k 51.34
Medtronic SHS (MDT) 0.0 $62k NEW 497.00 124.75
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $62k NEW 1.0k 61.69
Duke Realty Corp Com New (DRE) 0.0 $60k NEW 1.3k 47.89
Evergy (EVRG) 0.0 $59k NEW 945.00 62.43
Vanguard Index Fds Small Cp Etf (VB) 0.0 $59k NEW 271.00 217.71
DineEquity (DIN) 0.0 $58k NEW 709.00 81.81
Msa Safety Inc equity (MSA) 0.0 $57k NEW 394.00 144.67
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $57k NEW 356.00 160.11
Baxter International (BAX) 0.0 $57k NEW 706.00 80.74
Invitation Homes (INVH) 0.0 $56k NEW 1.5k 38.59
Paychex (PAYX) 0.0 $56k NEW 502.00 111.55
Citrix Systems (CTXS) 0.0 $55k NEW 511.00 107.63
Fidelity National Information Services (FIS) 0.0 $55k NEW 455.00 120.88
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $53k NEW 1.6k 33.12
Philip Morris International (PM) 0.0 $52k NEW 546.00 95.24
Caterpillar (CAT) 0.0 $52k NEW 270.00 192.59
Discover Financial Services (DFS) 0.0 $52k NEW 426.00 122.07
Chevron Corporation (CVX) 0.0 $50k NEW 496.00 100.81
International Business Machines (IBM) 0.0 $50k NEW 359.00 139.28
NVIDIA Corporation (NVDA) 0.0 $49k NEW 238.00 205.88
Select Sector Spdr Tr Technology (XLK) 0.0 $49k NEW 330.00 148.48
Thomson Reuters Corp. Com New (TRI) 0.0 $49k NEW 440.00 111.36
General Mills (GIS) 0.0 $48k NEW 800.00 60.00
Trane Technologies SHS (TT) 0.0 $47k NEW 275.00 170.91
AFLAC Incorporated (AFL) 0.0 $45k NEW 854.00 52.69
Lowe's Companies (LOW) 0.0 $44k NEW 219.00 200.91
Novartis Sponsored Adr (NVS) 0.0 $42k NEW 519.00 80.92
American Electric Power Company (AEP) 0.0 $42k NEW 523.00 80.31
Huntsman Corporation (HUN) 0.0 $42k NEW 1.4k 29.89
CoStar (CSGP) 0.0 $41k NEW 480.00 85.42
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $41k NEW 352.00 116.48
Costco Wholesale Corporation (COST) 0.0 $41k NEW 91.00 450.55
Ishares Core Msci Emkt (IEMG) 0.0 $41k NEW 671.00 61.10
At&t (T) 0.0 $39k NEW 1.4k 27.33
Alexandria Real Estate Equities (ARE) 0.0 $39k NEW 204.00 191.18
Morgan Stanley Com New (MS) 0.0 $38k NEW 386.00 98.45
American Water Works (AWK) 0.0 $38k NEW 226.00 168.14
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $38k NEW 340.00 111.76
Ametek (AME) 0.0 $38k NEW 303.00 125.41
Xpeng Ads (XPEV) 0.0 $37k NEW 1.1k 35.24
IDEX Corporation (IEX) 0.0 $37k NEW 177.00 209.04
Abbott Laboratories (ABT) 0.0 $36k NEW 304.00 118.42
Sherwin-Williams Company (SHW) 0.0 $36k NEW 129.00 279.07
Square Cl A (SQ) 0.0 $36k NEW 150.00 240.00
Allete Com New (ALE) 0.0 $36k NEW 606.00 59.41
Dolby Laboratories Com Cl A (DLB) 0.0 $35k NEW 399.00 87.72
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $34k NEW 818.00 41.56
Bristol Myers Squibb (BMY) 0.0 $34k NEW 580.00 58.62
Parker-Hannifin Corporation (PH) 0.0 $34k NEW 121.00 280.99
American Express Company (AXP) 0.0 $34k NEW 201.00 169.15
Goldman Sachs (GS) 0.0 $33k NEW 86.00 383.72
Ameren Corporation (AEE) 0.0 $33k NEW 413.00 79.90
RPM International (RPM) 0.0 $32k NEW 410.00 78.05
Ishares Tr Ishares Biotech (IBB) 0.0 $32k NEW 198.00 161.62
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $32k NEW 179.00 178.77
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $31k NEW 278.00 111.51
Icon SHS (ICLR) 0.0 $31k NEW 120.00 258.33
Intercontinental Exchange (ICE) 0.0 $31k NEW 271.00 114.39
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $30k NEW 203.00 147.78
Marriott Intl Cl A (MAR) 0.0 $30k NEW 202.00 148.51
BP Sponsored Adr (BP) 0.0 $29k NEW 1.1k 27.15
Charles Schwab Corporation (SCHW) 0.0 $29k NEW 397.00 73.05
J Global (JCOM) 0.0 $29k NEW 209.00 138.76
EastGroup Properties (EGP) 0.0 $29k NEW 175.00 165.71
stock (SPLK) 0.0 $29k NEW 203.00 142.86
Lennar Corp Cl A (LEN) 0.0 $29k NEW 309.00 93.85
Iaa (IAA) 0.0 $29k NEW 537.00 54.00
Fifth Third Ban (FITB) 0.0 $28k NEW 648.00 43.21
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $28k NEW 544.00 51.47
FleetCor Technologies (FLT) 0.0 $28k NEW 107.00 261.68
Zoetis Cl A (ZTS) 0.0 $28k NEW 144.00 194.44
Nucor Corporation (NUE) 0.0 $27k NEW 278.00 97.12
MetLife (MET) 0.0 $27k NEW 436.00 61.93
Workday Cl A (WDAY) 0.0 $27k NEW 107.00 252.34
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $26k NEW 93.00 279.57
Alleghany Corporation (Y) 0.0 $26k NEW 41.00 634.15
Robert Half International (RHI) 0.0 $26k NEW 264.00 98.48
Agree Realty Corporation (ADC) 0.0 $26k NEW 389.00 66.84
Ionis Pharmaceuticals (IONS) 0.0 $26k NEW 777.00 33.46
Enbridge (ENB) 0.0 $25k NEW 631.00 39.62
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.0 $25k NEW 500.00 50.00
W.R. Berkley Corporation (WRB) 0.0 $25k NEW 342.00 73.10
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.0 $25k NEW 158.00 158.23
Intuitive Surgical Com New (ISRG) 0.0 $24k NEW 24.00 1000.00
Flowers Foods (FLO) 0.0 $24k NEW 1.0k 24.00
Asml Holding N V N Y Registry Shs (ASML) 0.0 $24k NEW 32.00 750.00
Huntington Bancshares Incorporated (HBAN) 0.0 $24k NEW 1.5k 15.56
Boston Scientific Corporation (BSX) 0.0 $23k NEW 534.00 43.07
Synopsys (SNPS) 0.0 $23k NEW 78.00 294.87
Wp Carey (WPC) 0.0 $23k NEW 314.00 73.25
Select Sector Spdr Tr Financial (XLF) 0.0 $22k NEW 596.00 36.91
Ishares Tr Glob Indstrl Etf (EXI) 0.0 $22k NEW 188.00 117.02
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $22k NEW 284.00 77.46
Vanguard World Fds Energy Etf (VDE) 0.0 $22k NEW 299.00 73.58
Icahn Enterprises Depositary Unit (IEP) 0.0 $22k NEW 445.00 49.44
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $21k NEW 118.00 177.97
Booking Holdings (BKNG) 0.0 $21k NEW 9.00 2333.33
Broadridge Financial Solutions (BR) 0.0 $20k NEW 121.00 165.29
United Parcel Service CL B (UPS) 0.0 $20k NEW 112.00 178.57
Yamana Gold (AUY) 0.0 $20k NEW 5.0k 4.00
Prudential Financial (PRU) 0.0 $19k NEW 179.00 106.15
Masco Corporation (MAS) 0.0 $19k NEW 339.00 56.05

Past Filings by Consolidated Planning Corp

SEC 13F filings are viewable for Consolidated Planning Corp going back to 2019