Consolidated-Planning
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "RJF", "FLO", "ATR", "FNDF", "ACN", "ABT", "ABBV", "ALL", "GOOGL", "AXP", "T", null, "CAT", "AVGO", "LOW", "CLS", null, "BSX", "CSQ", "DUK", "ESS", null, "GILD", "HD", null, "MCD", null, "QCOM", "FSCO", "ISRG", null, null, "ITW", "EMR", "ICE", null, "META", "IVW", null, "IJH", null, null, "KMI", null, null, "ENSG", "MA", "BMI", "MSFT", "MAA", "TMUS", null, "ERIE", "EVR", "GPC", null, "NI", null, "IJR", "KLAC", "ORCL", "PAYX", null, null, "IRT", "IWF", "PEP", "PGR", "IEMG", "IVV", "UNH", "AAPL", "SPY", "NVDA", "LMT", "PG", "MRK", null, "VZ", "AMGN", "PKG", "FNDX", "IEFA", "SPGI", null, "SCHX", "RTX", null, "AMT", "SPLG", "IBM", "TJX", "TWLO", "UNM", "VO", "MDU", "AB", null, null, "VIG", null, "RMD", "TT", "NFG", "AFL", "APH", "FI", "WM", "GSLC", "HWKN", "PEG", "AMZN", "MSI", "IVE", "LMAT", null, "RGA", null, "VUG", null, "MGK", "VOO", "V", "WMT", "WFC", "WELL", "WLY", "WSM", "WMB", null, null, "SCHD", "SCHG", "JCI", "SO", "PSX", "CRM", null, "DIA", null, null, "MTUM", "DGRO", "MCK", null, "SYF", "ADP", "AZO", "BAC", "BRK-B", "CBT", "CASY", "CSCO", "CME", "KO", "CCOI", "FIX", "COST", "GLW", "CR", "DE", null, "DDS", "DFS", "DOCU", "RSP", "IJJ", "EFA", "ADI", "USMV", "NEE", "QQQ", "IWM", "JNJ", "LLY", "TSLA", "NFLX", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 182
- Total Value
- 726486581
- Accession Number
- 0001667731-25-000476
- Form Type
- 13F-HR
- Manager Name
- Consolidated-Planning
Data Enrichment
81% identified147 identified35 unidentified
Holdings
182 positions • $726.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
999 | All Managers (Combined) | $201.5K | 0.0% ($201.5K/$726.5M) | |||
10.5K | All Managers (Combined) | $74.3K | 0.0% ($74.3K/$726.5M) |