Center-For-Financial-Planning

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
700
Total Value
782593779
Accession Number
0001803557-25-000002
Form Type
13F-HR
Manager Name
Center-For-Financial-Planning
Data Enrichment
84% identified
587 identified113 unidentified

Holdings

700 positions • $782.6M total value
Manager:
Search and click to pin securities to the top
Page 23 of 35
Sony Group Corp
Shares:510
Value:$12.9K
% of Portfolio:0.0% ($12.9K/$782.6M)
TotalEnergies SE
Shares:200
Value:$12.9K
% of Portfolio:0.0% ($12.9K/$782.6M)
46137V142
Shares:200
Value:$12.9K
% of Portfolio:0.0% ($12.9K/$782.6M)
GILEAD SCIENCES, INC.
Shares:115
Value:$12.9K
% of Portfolio:0.0% ($12.9K/$782.6M)
Andersons, Inc.
Shares:300
Value:$12.9K
% of Portfolio:0.0% ($12.9K/$782.6M)
STARBUCKS CORP
Shares:131
Value:$12.9K
% of Portfolio:0.0% ($12.9K/$782.6M)
Monster Beverage Corp
Shares:216
Value:$12.6K
% of Portfolio:0.0% ($12.6K/$782.6M)
SIMON PROPERTY GROUP INC /DE/
Shares:76
Value:$12.6K
% of Portfolio:0.0% ($12.6K/$782.6M)
MERCANTILE BANK CORP
Shares:283
Value:$12.3K
% of Portfolio:0.0% ($12.3K/$782.6M)
AMETEK INC/
Shares:71
Value:$12.2K
% of Portfolio:0.0% ($12.2K/$782.6M)
464287242
Shares:112
Value:$12.2K
% of Portfolio:0.0% ($12.2K/$782.6M)
LENNAR CORP /NEW/
Shares:105
Value:$12.1K
% of Portfolio:0.0% ($12.1K/$782.6M)
SERVICE CORP INTERNATIONAL
Shares:149
Value:$11.9K
% of Portfolio:0.0% ($11.9K/$782.6M)
TRAVELERS COMPANIES, INC.
Shares:45
Value:$11.9K
% of Portfolio:0.0% ($11.9K/$782.6M)
92189F676
Shares:56
Value:$11.8K
% of Portfolio:0.0% ($11.8K/$782.6M)
J M SMUCKER Co
Shares:100
Value:$11.8K
% of Portfolio:0.0% ($11.8K/$782.6M)
NOVO NORDISK A S
Shares:170
Value:$11.8K
% of Portfolio:0.0% ($11.8K/$782.6M)
ICICI BANK LTD
Shares:371
Value:$11.7K
% of Portfolio:0.0% ($11.7K/$782.6M)
Hagerty, Inc.
Shares:1.3K
Value:$11.6K
% of Portfolio:0.0% ($11.6K/$782.6M)
Bloom Energy Corp
Shares:579
Value:$11.4K
% of Portfolio:0.0% ($11.4K/$782.6M)