Consolidated Planning Corp

Consolidated Planning Corp as of March 31, 2022

Portfolio Holdings for Consolidated Planning Corp

Consolidated Planning Corp holds 61 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 44.8 $65M 284k 227.67
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 7.0 $10M 172k 58.50
Ishares Tr Msci Usa Mmentm (MTUM) 4.1 $6.0M 35k 168.27
Wisdomtree Tr Us Midcap Fund (EZM) 4.0 $5.8M 107k 54.68
Apple (AAPL) 4.0 $5.8M 33k 174.61
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $4.8M 44k 107.88
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 3.1 $4.5M 37k 119.96
Ishares Tr Core S&p Ttl Stk (ITOT) 2.7 $3.9M 39k 100.93
Ishares Tr Rus 1000 Grw Etf (IWF) 2.6 $3.8M 14k 277.62
Ishares Tr Msci Usa Esg Slc (SUSA) 2.5 $3.6M 37k 96.83
Home Depot (HD) 1.5 $2.2M 7.3k 299.34
Amazon (AMZN) 1.4 $2.0M 621.00 3259.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.9M 4.2k 451.57
Coca-Cola Company (KO) 1.2 $1.8M 29k 62.00
Abbott Laboratories (ABT) 1.1 $1.6M 13k 118.34
Microsoft Corporation (MSFT) 1.0 $1.4M 4.6k 308.29
Southern Company (SO) 0.9 $1.3M 18k 72.50
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.9 $1.3M 26k 48.92
Tesla Motors (TSLA) 0.8 $1.2M 1.1k 1077.82
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.1M 6.6k 162.20
Raymond James Financial (RJF) 0.7 $992k 9.0k 109.95
UnitedHealth (UNH) 0.5 $774k 1.5k 510.22
Meta Platforms Cl A (META) 0.5 $723k 3.3k 222.26
Johnson & Johnson (JNJ) 0.5 $721k 4.1k 177.15
Hca Holdings (HCA) 0.5 $670k 2.7k 250.47
Wal-Mart Stores (WMT) 0.4 $606k 4.1k 148.93
JPMorgan Chase & Co. (JPM) 0.4 $571k 4.2k 136.41
Broadcom (AVGO) 0.4 $553k 878.00 629.84
Alphabet Cap Stk Cl A (GOOGL) 0.4 $548k 197.00 2781.73
Hubbell (HUBB) 0.3 $483k 2.6k 183.72
McDonald's Corporation (MCD) 0.3 $450k 1.8k 247.12
Netflix (NFLX) 0.3 $448k 1.2k 374.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $446k 1.3k 352.57
Crowdstrike Hldgs Cl A (CRWD) 0.3 $421k 1.9k 226.95
Alphabet Cap Stk Cl C (GOOG) 0.3 $408k 146.00 2794.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $384k 924.00 415.58
Apartment Income Reit Corp (AIRC) 0.3 $367k 6.9k 53.45
Independence Realty Trust In (IRT) 0.3 $363k 14k 26.43
AutoZone (AZO) 0.2 $348k 170.00 2047.06
Cisco Systems (CSCO) 0.2 $336k 6.0k 55.77
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.2 $332k 7.1k 47.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $302k 4.0k 74.83
Comcast Corp Cl A (CMCSA) 0.2 $299k 6.4k 46.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $265k 3.4k 78.89
Lockheed Martin Corporation (LMT) 0.2 $260k 589.00 441.43
Visa Com Cl A (V) 0.2 $253k 1.1k 221.54
Global Payments (GPN) 0.2 $249k 1.8k 136.89
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $249k 2.3k 106.91
Texas Instruments Incorporated (TXN) 0.2 $240k 1.3k 183.49
Ishares Tr Core Msci Eafe (IEFA) 0.2 $239k 3.4k 69.46
Procter & Gamble Company (PG) 0.2 $238k 1.6k 153.05
Yum! Brands (YUM) 0.2 $236k 2.0k 118.53
Accenture Plc Ireland Shs Class A (ACN) 0.2 $231k 685.00 337.23
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $230k 6.1k 37.83
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $229k 2.1k 109.57
Ishares Tr Msci Eafe Etf (EFA) 0.2 $226k 3.1k 73.54
Autodesk (ADSK) 0.2 $226k 1.1k 214.22
Merck & Co (MRK) 0.2 $222k 2.7k 81.98
Pfizer (PFE) 0.1 $212k 4.1k 51.71
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $206k 1.6k 125.00
Bank of America Corporation (BAC) 0.1 $203k 4.9k 41.15