Consolidated Planning Corp

Consolidated Planning Corp as of Dec. 31, 2022

Portfolio Holdings for Consolidated Planning Corp

Consolidated Planning Corp holds 118 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amplify Etf Tr Cwp Enhanced Div (DIVO) 9.2 $33M 928k 35.86
Vanguard Index Fds Total Stk Mkt (VTI) 7.4 $27M 140k 191.19
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 5.8 $21M 1.0M 20.83
Microsoft Corporation (MSFT) 3.9 $14M 58k 239.82
Home Depot (HD) 3.8 $14M 43k 315.86
Apple (AAPL) 2.8 $10M 77k 129.93
UnitedHealth (UNH) 2.5 $9.2M 17k 530.17
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.5 $9.0M 169k 53.44
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $8.2M 86k 94.64
Coca-Cola Company (KO) 2.1 $7.4M 117k 63.61
Caterpillar (CAT) 2.0 $7.3M 30k 239.56
Dimensional Etf Trust Us Equity Etf (DFUS) 1.9 $6.9M 166k 41.61
Ishares Tr Msci Usa Mmentm (MTUM) 1.9 $6.7M 46k 145.93
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.6 $5.9M 78k 76.13
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.6 $5.7M 129k 44.00
Novo-nordisk A S Adr (NVO) 1.5 $5.5M 41k 135.34
Wisdomtree Tr Us Midcap Fund (EZM) 1.5 $5.5M 112k 48.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $5.3M 20k 266.28
Marathon Petroleum Corp (MPC) 1.4 $4.9M 42k 116.39
Motorola Solutions Com New (MSI) 1.3 $4.9M 19k 257.72
JPMorgan Chase & Co. (JPM) 1.2 $4.4M 33k 134.10
Broadcom (AVGO) 1.2 $4.4M 7.8k 559.13
Invesco Exchange Traded Fd T Dwa Energy Mnt (PXI) 1.2 $4.2M 98k 43.23
Chevron Corporation (CVX) 1.2 $4.2M 24k 179.49
Union Pacific Corporation (UNP) 1.2 $4.2M 20k 207.07
Goldman Sachs (GS) 1.1 $4.2M 12k 343.39
Spdr Ser Tr S&p Divid Etf (SDY) 1.1 $4.0M 32k 125.11
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $3.9M 48k 81.17
Eaton Corp SHS (ETN) 1.1 $3.8M 24k 156.95
Chubb (CB) 1.0 $3.8M 17k 220.60
Bank of America Corporation (BAC) 1.0 $3.7M 113k 33.12
Johnson & Johnson (JNJ) 0.9 $3.4M 19k 176.65
United Parcel Service CL B (UPS) 0.9 $3.2M 19k 173.84
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.9 $3.2M 65k 49.26
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $3.1M 38k 82.32
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $3.1M 53k 57.82
Merck & Co (MRK) 0.9 $3.1M 28k 110.95
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $3.0M 20k 151.85
Ford Motor Company (F) 0.8 $2.8M 245k 11.63
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $2.8M 34k 84.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $2.7M 13k 214.24
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.7 $2.7M 57k 46.25
Medtronic SHS (MDT) 0.7 $2.6M 34k 77.72
Target Corporation (TGT) 0.7 $2.6M 18k 149.04
Devon Energy Corporation (DVN) 0.7 $2.5M 40k 61.51
Invesco Exchange Traded Fd T Dwa Staples (PSL) 0.6 $2.1M 26k 82.66
Halliburton Company (HAL) 0.6 $2.1M 53k 39.35
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.5 $1.9M 48k 40.46
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.5 $1.9M 44k 43.92
TJX Companies (TJX) 0.5 $1.9M 24k 79.60
Vanguard World Mega Grwth Ind (MGK) 0.5 $1.9M 11k 172.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.8M 4.8k 382.46
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.7M 20k 88.23
Keysight Technologies (KEYS) 0.5 $1.7M 10k 171.07
Invesco Exchange Traded Fd T Dwa Finl Mumt (PFI) 0.5 $1.7M 41k 40.74
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.7M 67k 25.04
Global X Fds Us Infr Dev Etf (PAVE) 0.5 $1.6M 62k 26.49
Pioneer Natural Resources 0.4 $1.6M 7.0k 228.38
Trane Technologies SHS (TT) 0.4 $1.6M 9.5k 168.10
S&p Global (SPGI) 0.4 $1.5M 4.4k 334.95
Steris Shs Usd (STE) 0.4 $1.5M 7.9k 184.69
Thermo Fisher Scientific (TMO) 0.4 $1.5M 2.6k 550.69
L3harris Technologies (LHX) 0.4 $1.4M 6.9k 208.22
Abbott Laboratories (ABT) 0.4 $1.4M 13k 109.79
Iqvia Holdings (IQV) 0.4 $1.4M 6.8k 204.89
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $1.3M 12k 113.96
Synchrony Financial (SYF) 0.4 $1.3M 40k 32.86
Nxp Semiconductors N V (NXPI) 0.4 $1.3M 8.3k 158.04
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $1.3M 2.7k 469.07
Intercontinental Exchange (ICE) 0.4 $1.3M 13k 102.59
Lauder Estee Cos Cl A (EL) 0.4 $1.3M 5.2k 248.12
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 0.4 $1.3M 31k 40.81
Southern Company (SO) 0.3 $1.2M 18k 71.41
Costco Wholesale Corporation (COST) 0.3 $1.2M 2.7k 456.51
Amazon (AMZN) 0.3 $1.2M 14k 84.00
Ishares Tr Exponential Tech (XT) 0.3 $1.1M 24k 47.34
Invesco Exchange Traded Fd T Dwa Basic Matl (PYZ) 0.3 $1.1M 14k 79.06
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.3 $1.0M 9.3k 108.53
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $977k 19k 50.67
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.3 $958k 20k 47.06
Raymond James Financial (RJF) 0.2 $888k 8.3k 106.85
NVIDIA Corporation (NVDA) 0.2 $635k 4.3k 146.14
Wal-Mart Stores (WMT) 0.2 $584k 4.1k 141.79
Hubbell (HUBB) 0.1 $525k 2.2k 234.68
AFLAC Incorporated (AFL) 0.1 $515k 7.2k 71.94
McDonald's Corporation (MCD) 0.1 $502k 1.9k 263.53
Hca Holdings (HCA) 0.1 $426k 1.8k 239.96
Tesla Motors (TSLA) 0.1 $407k 3.3k 123.18
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.1 $406k 5.7k 71.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $401k 1.3k 308.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $389k 1.1k 351.34
Meta Platforms Cl A (META) 0.1 $363k 3.0k 120.34
Lockheed Martin Corporation (LMT) 0.1 $344k 707.00 486.49
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $335k 6.7k 50.13
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $330k 3.7k 89.99
Netflix (NFLX) 0.1 $324k 1.1k 294.88
Cisco Systems (CSCO) 0.1 $312k 6.6k 47.64
Alphabet Cap Stk Cl C (GOOG) 0.1 $312k 3.5k 88.73
Autodesk (ADSK) 0.1 $299k 1.6k 186.87
Vanguard Index Fds Growth Etf (VUG) 0.1 $299k 1.4k 213.11
Comcast Corp Cl A (CMCSA) 0.1 $287k 8.2k 34.97
Pfizer (PFE) 0.1 $285k 5.6k 51.24
Rockwell Automation (ROK) 0.1 $275k 1.1k 257.57
Yum! Brands (YUM) 0.1 $255k 2.0k 128.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $254k 3.4k 75.54
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $242k 7.1k 34.37
Procter & Gamble Company (PG) 0.1 $240k 1.6k 151.56
Ishares Tr Core S&p500 Etf (IVV) 0.1 $234k 610.00 384.21
Independence Realty Trust In (IRT) 0.1 $232k 14k 16.86
Visa Com Cl A (V) 0.1 $231k 1.1k 207.76
Texas Instruments Incorporated (TXN) 0.1 $231k 1.4k 165.22
Verizon Communications (VZ) 0.1 $215k 5.5k 39.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $212k 1.4k 151.65
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $211k 2.1k 100.80
AutoZone (AZO) 0.1 $210k 85.00 2466.18
Apartment Income Reit Corp (AIRC) 0.1 $208k 6.1k 34.31
Crowdstrike Hldgs Cl A (CRWD) 0.1 $207k 2.0k 105.29
Accenture Plc Ireland Shs Class A (ACN) 0.1 $203k 762.00 266.86