13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-30, with 675 holding rows worth $749,284,465.
- Accession
- 0001803557-25-000001
- Filer
- CIK 1803557
- Filed
- 2025-01-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 676 entries on the cover page, a total value of $749,284,465 stated on the cover page (in dollars after the unit check, H1), rows summing to $749,284,465 with VALUE read as dollars as filed, 13F file number 028-20001. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| HUBSPOTINC | 443573100 | STOK | 5 | $3,484 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 2 | $3,401 | dollars as filed | |
| LISTED FDS TR | 53656F789 | ROUN SPOR BE ETF | 175 | $3,317 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 86 | $3,275 | dollars as filed | |
| ISHARES INC | 464286509 | MSCI CDA ETF | 81 | $3,257 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D309 | SENIOR LN FD | 70 | $3,237 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 160 | $3,202 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 2,000 | $3,200 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 104 | $3,194 | dollars as filed | |
| BEAM GLOBAL | 07373B109 | COM | 1,000 | $3,170 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 30 | $3,169 | dollars as filed | |
| DISCOVER FINL SVCS | 254709108 | COM | 18 | $3,119 | dollars as filed | |
| Gilat Satellite Network | M51474118 | COM | 500 | $3,075 | dollars as filed | |
| BARCLAYS PLC ADR | 06738E204 | ADR | 225 | $2,991 | dollars as filed | |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 60687Y109 | ADR | 600 | $2,934 | dollars as filed | |
| Linde plc | G54950103 | COM | 7 | $2,931 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 36 | $2,857 | dollars as filed | |
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | 980228308 | ADR | 180 | $2,808 | dollars as filed | |
| ISHARES TR | 464287861 | EUROPE ETF | 50 | $2,603 | dollars as filed | |
| DEUTSCHE BK AG NAMEN AKT | D18190898 | Stock | 152 | $2,592 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 100 | $2,573 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 15 | $2,546 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 36 | $2,535 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 13 | $2,519 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 7 | $2,463 | dollars as filed | |
| NATWEST GROUP PLC SPONS ADR | 639057207 | ADR | 240 | $2,441 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 13 | $2,292 | dollars as filed | |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | 02390A101 | ADR | 160 | $2,290 | dollars as filed | |
| SPS COMM INC COM | 78463M107 | Stock | 12 | $2,208 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 100 | $2,204 | dollars as filed | |
| ETF SER SOLUTIONS | 26922B436 | DEFIANCE NEXT GE | 62 | $2,154 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 23 | $2,125 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP COM | 83001C108 | Stock | 44 | $2,121 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 5 | $2,121 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 14 | $2,100 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 9 | $2,093 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 37 | $2,037 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 88 | $2,007 | dollars as filed | |
| AGNT INC | 30212W100 | COM | 174 | $2,003 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 64 | $1,994 | dollars as filed | |
| RINGCENTRAL INC | 76680R206 | CL A | 55 | $1,926 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 17 | $1,884 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 43 | $1,882 | dollars as filed | |
| MACYS INC COM | 55616P104 | Stock | 111 | $1,880 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 20 | $1,854 | dollars as filed | |
| LENNOX INTL INC COM | 526107107 | Stock | 3 | $1,828 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 4 | $1,816 | dollars as filed | |
| CAVCO INDS INC DEL | 149568107 | COM | 4 | $1,785 | dollars as filed | |
| MATSON INC COM | 57686G105 | Stock | 13 | $1,753 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 36 | $1,749 | dollars as filed | |
| SPX TECHNOLOGIES INC | 78473E103 | COM | 12 | $1,747 | dollars as filed | |
| MATTEL INC | 577081102 | COM | 97 | $1,720 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 20 | $1,698 | dollars as filed | |
| GROUP 1 AUTOMOTIVE INC COM | 398905109 | Stock | 4 | $1,686 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 7 | $1,677 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 21 | $1,641 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 4 | $1,585 | dollars as filed | |
| MOOG INC CL A | 615394202 | Stock | 8 | $1,575 | dollars as filed | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 20 | $1,558 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 10 | $1,545 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 100 | $1,540 | dollars as filed | |
| FRONTDOOR INC COM | 35905A109 | Stock | 28 | $1,531 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 13 | $1,530 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 11 | $1,502 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 20 | $1,496 | dollars as filed | |
| BADGER METER INC COM | 056525108 | Stock | 7 | $1,485 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 8 | $1,482 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 20 | $1,481 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 52 | $1,464 | dollars as filed | |
| CURBLINE PPTYS CORP COM | 23128Q101 | REIT | 62 | $1,440 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 4 | $1,420 | dollars as filed | |
| ARMSTRONG WORLD INDS INC NEW | 04247X102 | COM | 10 | $1,414 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 14 | $1,409 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 17 | $1,388 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 4 | $1,329 | dollars as filed | |
| MARA HOLDINGS INC COM | 565788106 | Stock | 79 | $1,325 | dollars as filed | |
| Sohu.Com Ltd-Adr | 83410S108 | COM | 100 | $1,318 | dollars as filed | |
| SHAKE SHACK INC | 819047101 | CL A | 10 | $1,298 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 3 | $1,275 | dollars as filed | |
| AXOSFINLINC | 05465C100 | STOK | 18 | $1,258 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 13 | $1,258 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 50 | $1,240 | dollars as filed | |
| CAL MAINE FOODS INC COM NEW | 128030202 | Stock | 12 | $1,236 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 7 | $1,227 | dollars as filed | |
| HAWKINS INC | 420261109 | COM | 10 | $1,227 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229722 | COM LBTY LIV S C | 18 | $1,226 | dollars as filed | |
| EMERGENT BIOSOLUTIONS INC | 29089Q105 | COM | 127 | $1,215 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 8 | $1,215 | dollars as filed | |
| PIPER SANDLER COMPANIES | 724078100 | COM | 4 | $1,200 | dollars as filed | |
| ABERCROMBIE & FITCH CO CL A | 002896207 | Stock | 8 | $1,196 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 9 | $1,196 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 14 | $1,181 | dollars as filed | |
| CORCEPT THERAPEUTICS INC | 218352102 | COM | 23 | $1,159 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 37 | $1,147 | dollars as filed | |
| ITT INC COM | 45073V108 | Stock | 8 | $1,144 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 4 | $1,137 | dollars as filed | |
| MADISON SQUARE GRDN SPRT CORP CL A | 55825T103 | Stock | 5 | $1,129 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 174 | $1,119 | dollars as filed | |
| CARETRUST REIT INC COM | 14174T107 | REIT | 41 | $1,110 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 9 | $1,108 | dollars as filed | |
| CARLISLE COS INC COM | 142339100 | Stock | 3 | $1,107 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 5 | $1,100 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 7 | $1,078 | dollars as filed | |
| FRANKLIN ELEC INC COM | 353514102 | Stock | 11 | $1,072 | dollars as filed | |
| GAMESTOP CORP | 36467W109 | CL A | 34 | $1,066 | dollars as filed | |
| ACI WORLDWIDE INC COM | 004498101 | Stock | 20 | $1,039 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 19 | $1,033 | dollars as filed | |
| TG THERAPEUTICS INC COM | 88322Q108 | Stock | 33 | $994 | dollars as filed | |
| CARGURUS INC COM CL A | 141788109 | Stock | 27 | $987 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 16 | $983 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 225 | $981 | dollars as filed | |
| RADNET INC | 750491102 | COM | 14 | $978 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 321 | $954 | dollars as filed | |
| BOISE CASCADE CO DEL | 09739D100 | COM | 8 | $951 | dollars as filed | |
| WK KELLOGG CO | 92942W107 | COM SHS | 50 | $900 | dollars as filed | |
| ADIENT PLC | G0084W101 | ORD SHS | 50 | $862 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 7 | $859 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229771 | COM LBTY ONE S A | 10 | $841 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 60 | $798 | dollars as filed | |
| ORCHID IS CAP INC | 68571X301 | COM NEW | 100 | $778 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 24 | $761 | dollars as filed | |
| LIBERTY BROADBAND A | 530307107 | COMMON STOCK | 10 | $744 | dollars as filed | |
| ALARUM TECHNOLOGIES LTD | 78643B500 | SPONSORD ADS NEW | 69 | $733 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 250 | $625 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 9 | $619 | dollars as filed | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 22 | $609 | dollars as filed | |
| LIBERTY MEDIA CORP | 531229748 | CL A | 9 | $600 | dollars as filed | |
| ZOMEDICA CORP COM | 98980M109 | Stock | 5,000 | $600 | dollars as filed | |
| INNOVATIVE INDL PPTYS INC COM | 45781V101 | REIT | 8 | $534 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 5 | $532 | dollars as filed | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 30 | $523 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 15 | $521 | dollars as filed | |
| BEYOND MEAT INC | 08862E109 | COM | 135 | $508 | dollars as filed | |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | PARTNERSHIP UNIT | 22 | $502 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 130 | $488 | dollars as filed | |
| SITE CENTERS CORP | 82981J851 | REIT | 31 | $474 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 4 | $416 | dollars as filed | |
| PENN ENTERTAINMENT INC COM | 707569109 | Stock | 20 | $397 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 10 | $394 | dollars as filed | |
| ALLIANCEBERNSTEIN HLDG L P | 01881G106 | UNIT LTD PARTN | 10 | $371 | dollars as filed | |
| FULGENT GENETICS INC | 359664109 | COM | 20 | $370 | dollars as filed | |
| WOLFSPEED INC | 977852102 | COM | 51 | $340 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E784 | EMRNG MKT SVRG | 17 | $337 | dollars as filed | |
| GEO GROUP INC NEW | 36162J106 | COM | 11 | $308 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 13 | $269 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 3 | $253 | dollars as filed | |
| STELLANTIS N.V SHS | N82405106 | Stock | 17 | $222 | dollars as filed | |
| RENT THE RUNWAY INC | 76010Y202 | CL A NEW | 26 | $221 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 13 | $143 | dollars as filed | |
| LUCID GROUP INC | 549498103 | COM | 40 | $121 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 14 | $119 | dollars as filed | |
| BRIGHTHOUSE FINL INC | 10922N103 | COM | 2 | $97 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 10 | $91 | dollars as filed | |
| AURORA CANNABIS INC COM | 05156X850 | Stock | 21 | $90 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 1 | $89 | dollars as filed | |
| CONDUENT INC | 206787103 | COM | 20 | $81 | dollars as filed | |
| MAISON SOLUTIONS INC | 560667107 | COM CL A | 62 | $76 | dollars as filed | |
| VS MEDIA HOLDINGS LTD. | G9517U202 | COM CLASS A NEW | 55 | $72 | dollars as filed | |
| CANOPY GROWTH CORPORATION COM NEW | 138035704 | Stock | 25 | $69 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 50 | $64 | dollars as filed | |
| RAMACO RES INC | 75134P501 | COM CL B | 6 | $60 | dollars as filed | |
| CANADIAN SOLAR INC | 136635109 | COM | 5 | $56 | dollars as filed | |
| NIKOLA CORP | 654110303 | COM NEW | 44 | $53 | dollars as filed | |
| OLAPLEX HLDGS INC | 679369108 | COM | 27 | $47 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 1 | $34 | dollars as filed | |
| BLACKBERRY LTD COM | 09228F103 | Stock | 8 | $31 | dollars as filed | |
| AGNC INVT CORP COM | 00123Q104 | REIT | 3 | $28 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 2 | $28 | dollars as filed | |
| AMERICAN COASTAL INSURANCE C | 910710102 | COMMON STOCK | 2 | $27 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 4 | $22 | dollars as filed | |
| Aptevo Therapeutics Inc (US) OLD | 03835L405 | COM NEW | 5 | $22 | dollars as filed | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 2 | $9 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 2 | $9 | dollars as filed | |
| XCHANGE TEC INC ADR | 74738J409 | COM | 3 | $3 | dollars as filed | |
| DSS INC | 26253C201 | COM NEW | 1 | $1 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803557-25-000001 | this filing | 2025-01-30 | acceptance time not in the bulk data set |