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

SEC FilingSEC DataHachi Filing

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
CIK: consolidated-planning
Manager Name: Consolidated-Planning

Data Enrichment

81% identified

147 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

182 positions • $726.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524201

SCHX|808524201

Shares:12.4K

Value:$273.4K

% of Portfolio:0.0% ($273.4K/$726.5M)

33738R506

Shares:4.6K

Value:$270.2K

% of Portfolio:0.0% ($270.2K/$726.5M)

ALLIANCEBERNSTEIN HOLDING L.P.

AB|01881G106

Shares:7.1K

Value:$270.1K

% of Portfolio:0.0% ($270.1K/$726.5M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:575

Value:$257.0K

% of Portfolio:0.0% ($257.0K/$726.5M)

464287432

Shares:2.8K

Value:$257.0K

% of Portfolio:0.0% ($257.0K/$726.5M)

464287309

IVW|464287309

Shares:2.7K

Value:$249.8K

% of Portfolio:0.0% ($249.8K/$726.5M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.1K

Value:$244.5K

% of Portfolio:0.0% ($244.5K/$726.5M)

921910816

MGK|921910816

Shares:771

Value:$238.1K

% of Portfolio:0.0% ($238.1K/$726.5M)

CME GROUP INC.

CME|12572Q105

Shares:889

Value:$235.8K

% of Portfolio:0.0% ($235.8K/$726.5M)

464287408

IVE|464287408

Shares:1.2K

Value:$233.5K

% of Portfolio:0.0% ($233.5K/$726.5M)

464287655

IWM|464287655

Shares:1.2K

Value:$232.2K

% of Portfolio:0.0% ($232.2K/$726.5M)

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

Shares:10.8K

Value:$228.8K

% of Portfolio:0.0% ($228.8K/$726.5M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.7K

Value:$228.6K

% of Portfolio:0.0% ($228.6K/$726.5M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.0K

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$726.5M)

464287705

IJJ|464287705

Shares:1.9K

Value:$225.1K

% of Portfolio:0.0% ($225.1K/$726.5M)

37954Y475

Shares:5.7K

Value:$224.7K

% of Portfolio:0.0% ($224.7K/$726.5M)

FLOWERS FOODS INC

FLO|343498101

Shares:11.7K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$726.5M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:1.9K

Value:$207.4K

% of Portfolio:0.0% ($207.4K/$726.5M)

Crane Co

CR|224408104

Shares:1.3K

Value:$203.9K

% of Portfolio:0.0% ($203.9K/$726.5M)

Salesforce, Inc.

CRM|79466L302

Shares:755

Value:$202.6K

% of Portfolio:0.0% ($202.6K/$726.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	12.4K	QoQ 0.00% (-0) YoY +200.00% (+8.3K)	All Managers (Combined)	$273.4K	0.0% ($273.4K/$726.5M)	QoQ -4.74% (-$13.6K) YoY +6.73% (+$17.3K)
(cusip33738R506)✕	4.6K	QoQ 0.00% (-0) YoY +4.90% (+216)	All Managers (Combined)	$270.2K	0.0% ($270.2K/$726.5M)	QoQ -1.01% (-$2.8K) YoY +9.33% (+$23.1K)
ALLIANCEBERNSTEIN HOLDING L.P.(ABcusip01881G106)	7.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$270.1K	0.0% ($270.1K/$726.5M)	QoQ +3.28% (+$8.6K) YoY +10.27% (+$25.2K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	575	QoQ -6.19% (-38) YoY -5.27% (-32)	All Managers (Combined)	$257.0K	0.0% ($257.0K/$726.5M)	QoQ -13.73% (-$40.9K) YoY -6.95% (-$19.2K)
(cusip464287432)✕	2.8K	QoQ -26.69% (-1.0K) YoY -99.23% (-368.3K)	All Managers (Combined)	$257.0K	0.0% ($257.0K/$726.5M)	QoQ -23.58% (-$79.3K) YoY -99.26% (-$34.9M)
(IVWcusip464287309)	2.7K	QoQ -0.33% (-9) YoY NEW(+2.7K)	All Managers (Combined)	$249.8K	0.0% ($249.8K/$726.5M)	QoQ -8.87% (-$24.3K) YoY NEW(+$249.8K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.1K	QoQ -5.29% (-59) YoY -5.29% (-59)	All Managers (Combined)	$244.5K	0.0% ($244.5K/$726.5M)	QoQ +8.65% (-$19.5K) YoY +2.86% (-$6.8K)
(MGKcusip921910816)	771	QoQ -92.02% (-8.9K) YoY -12.68% (-112)	All Managers (Combined)	$238.1K	0.0% ($238.1K/$726.5M)	QoQ -92.82% (-$3.1M) YoY -5.89% (-$14.9K)
CME GROUP INC.(CMEcusip12572Q105)	889	QoQ -5.22% (-49) YoY -5.22% (-49)	All Managers (Combined)	$235.8K	0.0% ($235.8K/$726.5M)	QoQ +8.26% (-$18.0K) YoY +16.78% (-$33.9K)
(IVEcusip464287408)	1.2K	QoQ +0.24% (+3) YoY NEW(+1.2K)	All Managers (Combined)	$233.5K	0.0% ($233.5K/$726.5M)	QoQ +0.08% (+$206) YoY NEW(+$233.5K)
(IWMcusip464287655)	1.2K	QoQ -0.85% (-10) YoY +10.12% (+107)	All Managers (Combined)	$232.2K	0.0% ($232.2K/$726.5M)	QoQ -10.48% (-$27.2K) YoY +4.46% (+$9.9K)
INDEPENDENCE REALTY TRUST, INC.(IRTcusip45378A106)	10.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$228.8K	0.0% ($228.8K/$726.5M)	QoQ +7.00% (+$15.0K) YoY +31.61% (+$55.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.7K	QoQ -22.90% (-512) YoY -9.45% (-180)	All Managers (Combined)	$228.6K	0.0% ($228.6K/$726.5M)	QoQ -9.59% (-$24.2K) YoY +5.66% (-$12.3K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.0K	QoQ -6.51% (-73) YoY -7.26% (-82)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$726.5M)	QoQ +10.95% (-$22.5K) YoY +2.11% (-$4.7K)
(IJJcusip464287705)	1.9K	QoQ 0.00% (-0) YoY -10.04% (-210)	All Managers (Combined)	$225.1K	0.0% ($225.1K/$726.5M)	QoQ -4.18% (-$9.8K) YoY -8.95% (-$22.1K)
(cusip37954Y475)✕	5.7K	QoQ -19.11% (-1.3K) YoY -67.09% (-11.6K)	All Managers (Combined)	$224.7K	0.0% ($224.7K/$726.5M)	QoQ -23.76% (-$70.1K) YoY -68.14% (-$480.7K)
FLOWERS FOODS INC(FLOcusip343498101)	11.7K	QoQ NEW(+11.7K) YoY NEW(+11.7K)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$726.5M)	QoQ NEW(+$223.2K) YoY NEW(+$223.2K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$207.4K	0.0% ($207.4K/$726.5M)	QoQ NEW(+$207.4K) YoY NEW(+$207.4K)
Crane Co(CRcusip224408104)	1.3K	QoQ 0.00% (+0) YoY NEW(+1.3K)	All Managers (Combined)	$203.9K	0.0% ($203.9K/$726.5M)	QoQ +0.94% (+$1.9K) YoY NEW(+$203.9K)
Salesforce, Inc.(CRMcusip79466L302)	755	QoQ 0.00% (-0) YoY -98.04% (-37.8K)	All Managers (Combined)	$202.6K	0.0% ($202.6K/$726.5M)	QoQ -19.73% (-$49.8K) YoY -98.25% (-$11.4M)