Consolidated Planning Corp

Consolidated Planning Corp as of Dec. 31, 2021

Portfolio Holdings for Consolidated Planning Corp

Consolidated Planning Corp holds 63 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 44.1 $68M 283k 241.44
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 6.7 $10M 177k 58.61
Ishares Tr Msci Usa Mmentm (MTUM) 4.1 $6.4M 35k 181.81
Wisdomtree Tr Us Midcap Fund (EZM) 3.8 $5.9M 105k 56.28
Apple (AAPL) 3.8 $5.9M 33k 177.56
Ishares Tr Core S&p Scp Etf (IJR) 3.5 $5.4M 47k 114.51
Ishares Tr Rus 1000 Grw Etf (IWF) 3.3 $5.2M 17k 305.59
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 2.7 $4.2M 34k 123.14
Ishares Tr Core S&p Ttl Stk (ITOT) 2.7 $4.1M 39k 106.98
Ishares Tr Msci Usa Esg Slc (SUSA) 2.6 $4.0M 38k 106.26
Home Depot (HD) 2.2 $3.4M 8.3k 415.00
Amazon (AMZN) 1.3 $2.1M 622.00 3334.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $2.1M 4.4k 474.94
Coca-Cola Company (KO) 1.2 $1.9M 33k 59.20
Southern Company (SO) 1.0 $1.6M 24k 68.58
Microsoft Corporation (MSFT) 1.0 $1.5M 4.5k 336.36
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 1.0 $1.5M 31k 48.75
Tesla Motors (TSLA) 0.8 $1.2M 1.1k 1056.84
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.1M 6.6k 171.74
Meta Platforms Cl A (META) 0.7 $1.1M 3.3k 336.23
Abbott Laboratories (ABT) 0.7 $1.1M 7.7k 140.74
Raymond James Financial (RJF) 0.6 $929k 9.3k 100.41
UnitedHealth (UNH) 0.5 $773k 1.5k 502.27
Netflix (NFLX) 0.5 $718k 1.2k 602.85
Johnson & Johnson (JNJ) 0.5 $711k 4.2k 171.08
JPMorgan Chase & Co. (JPM) 0.4 $654k 4.1k 158.47
Ishares Tr Msci Eafe Etf (EFA) 0.4 $616k 7.8k 78.62
Ark Etf Tr Innovation Etf (ARKK) 0.4 $596k 6.3k 94.59
Broadcom (AVGO) 0.4 $592k 889.00 665.92
Wal-Mart Stores (WMT) 0.4 $589k 4.1k 144.75
Alphabet Cap Stk Cl A (GOOGL) 0.4 $585k 202.00 2896.04
Hubbell (HUBB) 0.4 $548k 2.6k 208.44
McDonald's Corporation (MCD) 0.3 $474k 1.8k 267.95
Alphabet Cap Stk Cl C (GOOG) 0.3 $437k 151.00 2894.04
Crowdstrike Hldgs Cl A (CRWD) 0.3 $417k 2.0k 204.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $403k 924.00 436.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $379k 1.3k 299.37
Apartment Income Reit Corp (AIRC) 0.2 $375k 6.9k 54.62
Cisco Systems (CSCO) 0.2 $366k 5.8k 63.33
AutoZone (AZO) 0.2 $356k 170.00 2094.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $344k 865.00 397.69
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.2 $344k 7.1k 48.79
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $330k 2.0k 163.53
Comcast Corp Cl A (CMCSA) 0.2 $314k 6.2k 50.34
Accenture Plc Ireland Shs Class A (ACN) 0.2 $310k 749.00 413.89
Autodesk (ADSK) 0.2 $297k 1.1k 281.52
Paypal Holdings (PYPL) 0.2 $277k 1.5k 188.44
Yum! Brands (YUM) 0.2 $276k 2.0k 138.62
Ishares Tr Core Msci Eafe (IEFA) 0.2 $272k 3.6k 74.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $272k 3.4k 80.98
Ishares Tr Core S&p500 Etf (IVV) 0.2 $266k 558.00 476.70
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $256k 2.2k 114.13
Procter & Gamble Company (PG) 0.2 $255k 1.6k 163.78
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $250k 6.1k 41.12
Visa Com Cl A (V) 0.2 $249k 1.2k 216.33
Global Payments (GPN) 0.2 $246k 1.8k 135.24
Texas Instruments Incorporated (TXN) 0.2 $245k 1.3k 188.17
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $231k 2.1k 110.53
Bank of America Corporation (BAC) 0.1 $230k 5.2k 44.53
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $229k 1.6k 138.96
Pfizer (PFE) 0.1 $215k 3.6k 58.97
Lockheed Martin Corporation (LMT) 0.1 $209k 589.00 354.84
Merck & Co (MRK) 0.1 $208k 2.7k 76.75