Portfolio (Quarterly)
Guide ↗
Center for Financial Planning, Inc.
· CIK 0001803557| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | OTIS | OTIS WORLDWIDE CORP | Industrials | 635.0 | $55K | 0.01% | NEW | — | $87.35 | -18.6% |
| 282 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 342.0 | $55K | 0.01% | NEW | — | $161.93 | -3.7% |
| 283 | RSP | INVESCO EXCHANGE TRADED FD T | — | 285.0 | $55K | 0.01% | NEW | — | $191.56 | +5.3% |
| 284 | PANW | PALO ALTO NETWORKS INC | Technology | 294.0 | $54K | 0.01% | NEW | — | $184.20 | +34.4% |
| 285 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 372.0 | $54K | 0.01% | NEW | — | $144.76 | -82.2% |
| 286 | VCR | VANGUARD WORLD FD | — | 136.0 | $54K | 0.01% | NEW | — | $393.93 | -3.6% |
| 287 | EGP | EASTGROUP PPTYS INC | Real Estate | 300.0 | $53K | 0.01% | NEW | — | $178.14 | +13.5% |
| 288 | SOLV | SOLVENTUM CORP | Healthcare | 669.0 | $53K | 0.01% | NEW | — | $79.24 | -3.9% |
| 289 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 205.0 | $53K | 0.01% | NEW | — | $257.23 | -14.3% |
| 290 | ESGD | ISHARES TR | — | 549.0 | $52K | 0.01% | NEW | — | $95.09 | +5.9% |
| 291 | DVN | DEVON ENERGY CORP NEW | Energy | 1,416.0 | $52K | 0.01% | NEW | — | $36.63 | +35.6% |
| 292 | CEG | CONSTELLATION ENERGY CORP | Utilities | 145.0 | $51K | 0.01% | NEW | — | $353.28 | -26.2% |
| 293 | IOO | ISHARES TR | — | 404.0 | $51K | 0.01% | NEW | — | $126.67 | +10.5% |
| 294 | TMUS | T-MOBILE US INC | Communication Services | 249.0 | $51K | 0.01% | NEW | — | $203.04 | -6.1% |
| 295 | BE | BLOOM ENERGY CORP | Industrials | 579.0 | $50K | 0.01% | NEW | — | $86.89 | +200.8% |
| 296 | SBAC | SBA COMMUNICATIONS CORP NEW | Real Estate | 257.0 | $50K | 0.01% | NEW | — | $193.43 | +5.1% |
| 297 | AFG | AMERICAN FINL GROUP INC OHIO | Financial Services | 363.0 | $50K | 0.01% | NEW | — | $136.68 | -0.3% |
| 298 | GL | GLOBE LIFE INC | Financial Services | 354.0 | $50K | 0.01% | NEW | — | $139.86 | +12.5% |
| 299 | MGC | VANGUARD WORLD FD | — | 195.0 | $49K | 0.01% | NEW | — | $251.17 | +7.5% |
| 300 | URI | UNITED RENTALS INC | Industrials | 60.0 | $49K | 0.01% | NEW | — | $809.33 | +16.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
24.9%
Financial Services
16.2%
Healthcare
15.4%
Consumer Cyclical
9.6%
Industrials
8.5%
Consumer Defensive
8.1%
Communication Services
8.0%
Energy
3.8%
Utilities
3.6%
Real Estate
1.2%