Cfc Planning Co LLC Top Holdings and 13F Report (2025) About Cfc Planning Co LLCInvestment ActivityCfc Planning Co LLC has $93.37 million in total holdings as of December 31, 2024.Cfc Planning Co LLC owns shares of 61 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $6,204,906Walt Disney $4,390,977American Express $4,104,182NIKE $3,913,426Travelers Companies $3,726,569 Sector AllocationMap of 500 Largest Holdings ofCfc Planning Co LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$6,204,90624,7776.6%Computer and TechnologyDISWalt Disney$4,390,97739,4344.7%Consumer DiscretionaryAXPAmerican Express$4,104,18213,8284.4%FinanceNKENIKE$3,913,42651,7174.2%Consumer DiscretionaryTRVTravelers Companies$3,726,56915,4704.0%FinanceIWYiShares Russell Top 200 Growth ETF$3,625,98115,4123.9%ETFCRMSalesforce$2,879,2598,6123.1%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$2,699,65627,1182.9%ETFCSCOCisco Systems$2,682,84645,3182.9%Computer and TechnologyPNCThe PNC Financial Services Group$2,486,02912,8912.7%FinanceSECTMain Sector Rotation ETF$2,463,74644,8282.6%ETFQQQInvesco QQQ$2,429,3654,7522.6%FinanceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$2,406,22495,2962.6%ETFXLCCommunication Services Select Sector SPDR Fund$2,402,82424,8202.6%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$2,390,52925,1372.6%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,368,25782,6042.5%ManufacturingSCCOSouthern Copper$2,366,55525,9692.5%Basic MaterialsXLFFinancial Select Sector SPDR Fund$2,364,49748,9242.5%ETFTXNTexas Instruments$2,321,74912,3822.5%Computer and TechnologyPMPhilip Morris International$2,287,85319,0102.5%Consumer StaplesXMESPDR S&P Metals & Mining ETF$2,122,28137,3972.3%ETFXLIIndustrial Select Sector SPDR Fund$2,117,12016,0682.3%ETFMOAltria Group$2,051,80739,2392.2%Consumer StaplesJNJJohnson & Johnson$1,919,97513,2762.1%MedicalCOPConocoPhillips$1,903,86619,1982.0%Oils/EnergyCATCaterpillar$1,756,1224,8411.9%Industrial ProductsVVisa$1,604,2975,0761.7%Business ServicesUPSUnited Parcel Service$1,572,97212,4741.7%TransportationIBMInternational Business Machines$1,548,5027,0441.7%Computer and TechnologyCVXChevron$1,454,48310,0421.6%Oils/EnergyVOOVanguard S&P 500 ETF$1,365,3442,5341.5%ETFPFEPfizer$1,088,84141,0411.2%MedicalLLYEli Lilly and Company$887,7061,1491.0%MedicalNVDANVIDIA$816,4186,0790.9%Computer and TechnologyGABCGerman American Bancorp$761,40518,9310.8%FinanceAMZNAmazon.com$749,6563,4170.8%Retail/WholesaleLAM RESEARCH CORP$621,4678,6040.7%COM NEWMETAMeta Platforms$548,6309370.6%Computer and TechnologyEXPEExpedia Group$538,6802,8910.6%Retail/WholesaleMPWRMonolithic Power Systems$511,2298640.5%Computer and TechnologyIDXXIDEXX Laboratories$486,6191,1770.5%MedicalTMUST-Mobile US$476,1142,1570.5%Computer and TechnologyPANWPalo Alto Networks$472,0052,5940.5%Computer and TechnologyHPEHewlett Packard Enterprise$459,55921,5250.5%Computer and TechnologyBXPBoston Properties$432,0325,8100.5%FinanceJPMJPMorgan Chase & Co.$428,9591,7890.5%FinanceMSFTMicrosoft$390,8179270.4%Computer and TechnologyVOVanguard Mid-Cap ETF$367,9341,3930.4%ETFVXUSVanguard Total International Stock ETF$366,1326,2130.4%ETFHDHome Depot$315,4718110.3%Retail/WholesaleBNDVanguard Total Bond Market ETF$300,3684,1770.3%ETFMGVVanguard Mega Cap Value ETF$296,2862,3720.3%ETFTRMBTrimble$274,1613,8800.3%Industrial ProductsAEEAmeren$248,4342,7870.3%UtilitiesUNHUnitedHealth Group$248,3774910.3%MedicalCDAYCeridian HCM$244,2883,3630.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$235,3334010.3%FinanceSCHASchwab US Small-Cap ETF$232,4568,9890.2%ETFLNTAlliant Energy$218,9953,7030.2%UtilitiesFVDFirst Trust Value Line Dividend Index Fund$212,8324,8770.2%ETFJEFJefferies Financial Group$206,9762,6400.2%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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