Consolidated Planning Corp

Consolidated Planning Corp as of March 31, 2023

Portfolio Holdings for Consolidated Planning Corp

Consolidated Planning Corp holds 120 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amplify Etf Tr Cwp Enhanced Div (DIVO) 8.5 $33M 929k 35.47
Vanguard Index Fds Total Stk Mkt (VTI) 7.4 $29M 140k 204.10
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 6.1 $23M 1.0M 23.19
Microsoft Corporation (MSFT) 4.0 $16M 54k 288.30
Home Depot (HD) 3.3 $13M 43k 295.12
Apple (AAPL) 2.8 $11M 65k 164.90
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.4 $9.1M 166k 54.92
UnitedHealth (UNH) 2.2 $8.5M 18k 472.59
Coca-Cola Company (KO) 2.2 $8.3M 134k 62.03
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $8.2M 85k 96.70
Dimensional Etf Trust Us Equity Etf (DFUS) 1.9 $7.2M 161k 44.43
Ishares Tr Msci Usa Mmentm (MTUM) 1.6 $6.3M 46k 139.04
Caterpillar (CAT) 1.5 $6.0M 26k 228.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $5.6M 18k 320.92
Wisdomtree Tr Us Midcap Fund (EZM) 1.4 $5.5M 111k 49.74
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.3 $5.2M 64k 81.22
Motorola Solutions Com New (MSI) 1.3 $4.9M 17k 286.12
Marathon Petroleum Corp (MPC) 1.3 $4.9M 36k 134.83
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.3 $4.9M 103k 47.32
Broadcom (AVGO) 1.2 $4.7M 7.4k 641.58
JPMorgan Chase & Co. (JPM) 1.2 $4.6M 36k 130.31
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $4.6M 55k 82.16
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 1.1 $4.4M 39k 112.15
Abbott Laboratories (ABT) 1.1 $4.3M 43k 101.26
Novo-nordisk A S Adr (NVO) 1.1 $4.3M 27k 159.14
Goldman Sachs (GS) 1.1 $4.2M 13k 327.10
Chevron Corporation (CVX) 1.1 $4.2M 26k 163.16
Wal-Mart Stores (WMT) 1.1 $4.1M 28k 147.45
Eaton Corp SHS (ETN) 1.1 $4.1M 24k 171.34
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $4.0M 68k 58.54
Merck & Co (MRK) 1.0 $3.9M 37k 106.39
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.0 $3.9M 80k 49.51
Johnson & Johnson (JNJ) 1.0 $3.9M 25k 155.00
Bank of America Corporation (BAC) 1.0 $3.9M 136k 28.60
United Parcel Service CL B (UPS) 1.0 $3.8M 20k 193.99
Union Pacific Corporation (UNP) 0.9 $3.7M 18k 201.26
Ford Motor Company (F) 0.9 $3.6M 282k 12.60
Medtronic SHS (MDT) 0.9 $3.5M 44k 80.62
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $3.5M 40k 87.77
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $3.5M 75k 46.95
Amazon (AMZN) 0.9 $3.4M 33k 103.29
Exxon Mobil Corporation (XOM) 0.9 $3.3M 30k 109.66
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $3.2M 13k 244.33
Chubb (CB) 0.8 $3.2M 16k 194.19
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) 0.8 $3.1M 33k 94.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $3.1M 22k 144.62
NVIDIA Corporation (NVDA) 0.8 $3.1M 11k 277.77
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $3.1M 20k 154.01
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $3.0M 24k 123.71
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.7 $2.9M 76k 37.97
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $2.8M 31k 90.55
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $2.7M 49k 55.36
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.7 $2.7M 60k 44.87
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.7 $2.6M 57k 45.08
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.1M 20k 103.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.8M 4.5k 409.38
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.7M 65k 26.95
Trane Technologies SHS (TT) 0.4 $1.6M 8.9k 183.97
Nxp Semiconductors N V (NXPI) 0.4 $1.6M 8.7k 186.47
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $1.6M 2.9k 545.67
L3harris Technologies (LHX) 0.4 $1.6M 8.1k 196.23
Thermo Fisher Scientific (TMO) 0.4 $1.6M 2.7k 576.37
Costco Wholesale Corporation (COST) 0.4 $1.6M 3.1k 496.87
Steris Shs Usd (STE) 0.4 $1.5M 8.1k 191.28
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $1.5M 54k 28.35
Halliburton Company (HAL) 0.4 $1.5M 47k 31.64
Intercontinental Exchange (ICE) 0.4 $1.5M 14k 104.29
TJX Companies (TJX) 0.4 $1.5M 19k 78.36
S&p Global (SPGI) 0.4 $1.5M 4.2k 344.79
Lauder Estee Cos Cl A (EL) 0.4 $1.4M 5.5k 246.47
Keysight Technologies (KEYS) 0.4 $1.4M 8.4k 161.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.3M 11k 124.06
Iqvia Holdings (IQV) 0.3 $1.3M 6.7k 198.89
Ishares Tr Us Tech Brkthr (TECB) 0.3 $1.3M 40k 33.23
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 0.3 $1.2M 26k 46.39
Southern Company (SO) 0.3 $1.2M 17k 69.58
Ishares Tr Exponential Tech (XT) 0.3 $1.2M 23k 52.70
Visa Com Cl A (V) 0.3 $1.2M 5.3k 225.46
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.2 $869k 19k 45.28
Raymond James Financial (RJF) 0.2 $803k 8.6k 93.27
Meta Platforms Cl A (META) 0.2 $756k 3.6k 211.94
Vanguard World Mega Grwth Ind (MGK) 0.2 $658k 3.2k 204.53
Tesla Motors (TSLA) 0.2 $623k 3.0k 207.46
Hubbell (HUBB) 0.1 $544k 2.2k 243.31
McDonald's Corporation (MCD) 0.1 $532k 1.9k 279.61
Netflix (NFLX) 0.1 $512k 1.5k 345.48
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.1 $440k 5.8k 75.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $416k 1.1k 376.07
Crowdstrike Hldgs Cl A (CRWD) 0.1 $412k 3.0k 137.26
Target Corporation (TGT) 0.1 $397k 2.4k 165.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $375k 1.2k 308.77
Alphabet Cap Stk Cl C (GOOG) 0.1 $366k 3.5k 104.00
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $336k 6.7k 50.32
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $335k 3.7k 91.24
Autodesk (ADSK) 0.1 $333k 1.6k 208.16
Cisco Systems (CSCO) 0.1 $333k 6.4k 52.28
Rockwell Automation (ROK) 0.1 $313k 1.1k 293.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $304k 2.9k 106.37
Yum! Brands (YUM) 0.1 $303k 2.3k 132.08
Lockheed Martin Corporation (LMT) 0.1 $295k 623.00 472.73
Verizon Communications (VZ) 0.1 $279k 7.2k 38.89
Pfizer (PFE) 0.1 $261k 6.4k 40.80
Texas Instruments Incorporated (TXN) 0.1 $260k 1.4k 186.01
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $258k 7.1k 36.56
Ishares Tr Core S&p500 Etf (IVV) 0.1 $251k 610.00 411.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $246k 3.4k 73.16
Hca Holdings (HCA) 0.1 $243k 921.00 263.68
Comcast Corp Cl A (CMCSA) 0.1 $236k 6.2k 37.91
Procter & Gamble Company (PG) 0.1 $236k 1.6k 148.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $234k 3.6k 65.17
International Business Machines (IBM) 0.1 $224k 1.7k 131.10
Independence Realty Trust In (IRT) 0.1 $220k 14k 16.03
Occidental Petroleum Corporation (OXY) 0.1 $220k 3.5k 62.43
Apartment Income Reit Corp (AIRC) 0.1 $217k 6.1k 35.81
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $215k 2.1k 102.77
Ishares Tr Msci Eafe Etf (EFA) 0.1 $214k 3.0k 71.52
AFLAC Incorporated (AFL) 0.1 $210k 3.3k 64.52
Northrop Grumman Corporation (NOC) 0.1 $205k 443.00 462.04
Archer Daniels Midland Company (ADM) 0.1 $202k 2.5k 79.65
F.N.B. Corporation (FNB) 0.0 $117k 10k 11.60