Center For Financial Planning, Inc. Top Holdings and 13F Report (2024) About Center For Financial Planning, Inc.Investment ActivityCenter For Financial Planning, Inc. has $737.01 million in total holdings as of September 30, 2024.Center For Financial Planning, Inc. owns shares of 580 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.56% of the portfolio was purchased this quarter.About 1.31% of the portfolio was sold this quarter.This quarter, Center For Financial Planning, Inc. has purchased 585 new stocks and bought additional shares in 66 stocks.Center For Financial Planning, Inc. sold shares of 102 stocks and completely divested from 38 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $277,704,609iShares Core MSCI EAFE ETF $80,965,291iShares Core U.S. Aggregate Bond ETF $54,114,254Vanguard Small-Cap Value ETF $49,787,664Vanguard Small-Cap ETF $35,223,244 Largest New Holdings this Quarter Analog Devices $321,088 HoldingAsana $69,540 HoldingFirst Trust Value Line Dividend Index Fund $64,098 HoldingREDDIT INC $52,275 HoldingSMURFIT WESTROCK PLC $39,981 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 40,381 shares (about $4.09M)Broadcom 7,619 shares (about $1.31M)iShares Core MSCI EAFE ETF 12,455 shares (about $972.11K)Vanguard Small-Cap ETF 2,822 shares (about $669.41K)McDonald's 1,941 shares (about $591.08K) Largest Sales this Quarter Cisco Systems 18,501 shares (about $984.62K)SPDR S&P 500 ETF Trust 1,185 shares (about $679.97K)Apple 1,917 shares (about $446.65K)Microsoft 968 shares (about $416.53K)Agree Realty 4,597 shares (about $346.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCenter For Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$277,704,609$513,423 ▲0.2%526,28537.7%ETFIEFAiShares Core MSCI EAFE ETF$80,965,291$972,112 ▲1.2%1,037,35211.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$54,114,254$4,089,386 ▲8.2%534,3567.3%FinanceVBRVanguard Small-Cap Value ETF$49,787,664$417,020 ▲0.8%247,9716.8%ETFVBVanguard Small-Cap ETF$35,223,244$669,405 ▲1.9%148,4904.8%ETFVWOVanguard FTSE Emerging Markets ETF$25,791,489$140,105 ▲0.5%539,0073.5%ETFQUALiShares MSCI USA Quality Factor ETF$17,629,202$131,427 ▼-0.7%98,3222.4%ETFBRK.ABerkshire Hathaway$13,132,4200.0%191.8%FinanceMSFTMicrosoft$12,778,482$416,526 ▼-3.2%29,6971.7%Computer and TechnologyVXUSVanguard Total International Stock ETF$9,036,955$292,755 ▼-3.1%139,5881.2%ETFAAPLApple$6,773,903$446,654 ▼-6.2%29,0730.9%Computer and TechnologyBRK.BBerkshire Hathaway$6,088,320$171,217 ▼-2.7%13,2280.8%FinanceAMZNAmazon.com$4,392,917$302,600 ▼-6.4%23,5760.6%Retail/WholesaleJPMJPMorgan Chase & Co.$3,671,305$135,373 ▼-3.6%17,4110.5%FinanceVBKVanguard Small-Cap Growth ETF$3,562,023$66,310 ▼-1.8%13,3220.5%ETFGOOGAlphabet$3,413,352$244,599 ▼-6.7%20,4160.5%Computer and TechnologyPGProcter & Gamble$3,372,862$44,166 ▼-1.3%19,4740.5%Consumer StaplesVUGVanguard Growth ETF$3,194,6820.0%8,3210.4%ETFABBVAbbVie$2,911,251$59,836 ▼-2.0%14,7420.4%MedicalSPYSPDR S&P 500 ETF Trust$2,899,485$679,970 ▼-19.0%5,0530.4%FinanceNEENextEra Energy$2,892,110$66,779 ▼-2.3%34,2140.4%UtilitiesRJFRaymond James$2,858,941$80,456 ▼-2.7%23,3460.4%FinanceIJHiShares Core S&P Mid-Cap ETF$2,523,088$20,753 ▲0.8%40,4860.3%ETFTMOThermo Fisher Scientific$2,453,868$87,218 ▼-3.4%3,9670.3%MedicalJNJJohnson & Johnson$2,441,066$46,672 ▼-1.9%15,0630.3%MedicalVGTVanguard Information Technology ETF$2,332,591$32,845 ▲1.4%3,9770.3%ETFMSIMotorola Solutions$2,261,639$121,400 ▼-5.1%5,0300.3%Computer and TechnologyCLColgate-Palmolive$2,233,161$81,698 ▼-3.5%21,5120.3%Consumer StaplesPEPPepsiCo$2,152,070$389,910 ▲22.1%12,6560.3%Consumer StaplesEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,066,920$19,825 ▲1.0%42,5380.3%ETFCRMSalesforce$2,011,791$92,515 ▼-4.4%7,3500.3%Computer and TechnologyABTAbbott Laboratories$1,939,653$94,742 ▼-4.7%17,0130.3%MedicalCVXChevron$1,907,677$89,390 ▼-4.5%12,9540.3%Oils/EnergyVTIVanguard Total Stock Market ETF$1,875,652$42,757 ▼-2.2%6,6240.3%ETFHDHome Depot$1,875,486$232,562 ▼-11.0%4,6290.3%Retail/WholesaleAXPAmerican Express$1,833,312$119,870 ▼-6.1%6,7600.2%FinanceSYKStryker$1,823,641$99,347 ▼-5.2%5,0480.2%MedicalXOMExxon Mobil$1,744,728$97,880 ▼-5.3%14,8840.2%Oils/EnergyVTVVanguard Value ETF$1,731,037$192,376 ▼-10.0%9,9160.2%ETFMRKMerck & Co., Inc.$1,667,061$54,849 ▼-3.2%14,6800.2%MedicalKOCoca-Cola$1,666,937$66,614 ▼-3.8%23,1970.2%Consumer StaplesMCKMcKesson$1,605,877$63,780 ▼-3.8%3,2480.2%MedicalMCDMcDonald's$1,589,916$591,080 ▲59.2%5,2210.2%Retail/WholesaleVVVanguard Large-Cap ETF$1,509,554$527 ▲0.0%5,7330.2%ETFAVGOBroadcom$1,466,078$1,314,278 ▲865.8%8,4990.2%Computer and TechnologyETNEaton$1,429,645$69,941 ▼-4.7%4,3130.2%Industrial ProductsVOVanguard Mid-Cap ETF$1,344,4780.0%5,0960.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,304,650$113,108 ▼-8.0%10,3580.2%ETFGOOGLAlphabet$1,283,891$11,112 ▲0.9%7,7410.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,264,221$4,444 ▲0.4%10,8090.2%ETFUNPUnion Pacific$1,162,685$111,659 ▼-8.8%4,7170.2%TransportationITWIllinois Tool Works$1,138,957$141,256 ▼-11.0%4,3460.2%Industrial ProductsSPGIS&P Global$1,089,0350.0%2,1080.1%Business ServicesMMM3M$1,020,056$96,920 ▼-8.7%7,4620.1%Multi-Sector ConglomeratesAMTAmerican Tower$1,003,264$109,071 ▼-9.8%4,3140.1%FinanceVEAVanguard FTSE Developed Markets ETF$960,724$1,637 ▼-0.2%18,1920.1%ETFOMCOmnicom Group$953,256$30,500 ▼-3.1%9,2200.1%Business ServicesTSLATesla$887,449$523 ▲0.1%3,3920.1%Auto/Tires/TrucksPRFInvesco FTSE RAFI US 1000 ETF$845,005$179,012 ▼-17.5%20,7980.1%ETFGISGeneral Mills$824,905$112,252 ▼-12.0%11,1700.1%Consumer StaplesWMTWalmart$818,321$1,292 ▲0.2%10,1340.1%Retail/WholesaleTTTrane Technologies$811,0480.0%2,0860.1%ConstructionPGRProgressive$804,673$48,976 ▼-5.7%3,1710.1%FinanceIWNiShares Russell 2000 Value ETF$794,064$20,018 ▼-2.5%4,7600.1%ETFFFord Motor$778,693$12,841 ▼-1.6%73,7400.1%Auto/Tires/TrucksADCAgree Realty$771,154$346,292 ▼-31.0%10,2370.1%FinanceDHRDanaher$768,170$107,872 ▼-12.3%2,7630.1%Multi-Sector ConglomeratesDFUSDimensional U.S. Equity ETF$757,7830.0%12,1830.1%ETFEMREmerson Electric$739,670$102,699 ▼-12.2%6,7630.1%Industrial ProductsIWRiShares Russell Mid-Cap ETF$726,636$970 ▲0.1%8,2440.1%ETFIWMiShares Russell 2000 ETF$713,4750.0%3,2300.1%FinanceNVDANVIDIA$707,631$18,702 ▲2.7%5,8270.1%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$707,5420.0%6,5720.1%ETFDTEDTE Energy$684,253$49,049 ▲7.7%5,3290.1%UtilitiesLLYEli Lilly and Company$683,946$9,745 ▲1.4%7720.1%MedicalIBMInternational Business Machines$676,8230.0%3,0610.1%Computer and TechnologyPMPhilip Morris International$671,1000.0%5,5280.1%Consumer StaplesMPCMarathon Petroleum$662,794$1,629 ▼-0.2%4,0680.1%Oils/EnergyUNHUnitedHealth Group$650,862$171,926 ▲35.9%1,1130.1%MedicalVDEVanguard Energy ETF$625,455$19,718 ▲3.3%5,1070.1%ETFCSCOCisco Systems$610,750$984,619 ▼-61.7%11,4760.1%Computer and TechnologyRBLXRoblox$603,928$180,448 ▼-23.0%13,6450.1%Consumer DiscretionaryMETAMeta Platforms$594,218$28,623 ▲5.1%1,0380.1%Computer and TechnologyDOVDover$589,4090.0%3,0740.1%Industrial ProductsDFUVDimensional US Marketwide Value ETF$550,9760.0%13,2160.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$523,2900.0%6,5110.1%ETFAPDAir Products and Chemicals$516,877$96,170 ▼-15.7%1,7360.1%Basic MaterialsVTEBVanguard Tax-Exempt Bond ETF$513,6540.0%10,0480.1%ETFCBChubb$501,248$286,963 ▼-36.4%1,7380.1%FinanceAMDAdvanced Micro Devices$500,280$23,956 ▲5.0%3,0490.1%Computer and TechnologyIVViShares Core S&P 500 ETF$499,5270.0%8660.1%ETFQQQInvesco QQQ$489,0470.0%1,0020.1%FinanceMDTMedtronic$477,854$25,117 ▼-5.0%5,3080.1%MedicalNXPINXP Semiconductors$474,5810.0%1,9770.1%Computer and TechnologyPFEPfizer$465,931$18,232 ▼-3.8%16,1000.1%MedicalVZVerizon Communications$458,469$241,203 ▼-34.5%10,2090.1%Computer and TechnologyEFViShares MSCI EAFE Value ETF$437,8610.0%7,6110.1%ETFCMCSAComcast$435,536$5,555 ▼-1.3%10,4270.1%Consumer DiscretionaryCMECME Group$431,6180.0%1,9560.1%FinanceEFAiShares MSCI EAFE ETF$426,7640.0%5,1030.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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