13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-22, with 700 holding rows worth $782,593,779.
- Accession
- 0001803557-25-000002
- Filer
- CIK 1803557
- Filed
- 2025-04-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 700 entries on the cover page, a total value of $782,593,779 stated on the cover page (in dollars after the unit check, H1), rows summing to $782,593,779 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 |
|---|---|---|---|---|---|---|
| AUTOLIV INC | 052800109 | COM | 82 | $7,253 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 175 | $7,203 | dollars as filed | |
| Deere & Company | 244199105 | COM | 15 | $7,041 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 57 | $7,039 | dollars as filed | |
| ISHARES TR | 464289420 | RUS TP200 VL ETF | 83 | $6,821 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 80 | $6,796 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 70 | $6,768 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 215 | $6,751 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 113 | $6,730 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 101 | $6,711 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 77 | $6,621 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 39 | $6,556 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 1,104 | $6,470 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 106 | $6,436 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 730 | $6,357 | dollars as filed | |
| BANK OF AMER CORP | 060505682 | 7.25%CNV PFD L | 5 | $6,173 | dollars as filed | |
| GLOBAL X FDS | 37954Y855 | LITHIUM BTRY ETF | 159 | $6,170 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 26 | $6,105 | dollars as filed | |
| WELLS FARGO & CO | 949746804 | PERP PFD CNV A | 5 | $6,004 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 189 | $5,990 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 210 | $5,954 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 150 | $5,808 | dollars as filed | |
| MANPOWERGROUP INC WIS COM | 56418H100 | Stock | 100 | $5,788 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 500 | $5,725 | dollars as filed | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 530 | $5,592 | dollars as filed | |
| PIEDMONT REALTY TRUST INC | 720190206 | COM CL A | 756 | $5,572 | dollars as filed | |
| CHART INDS INC | 16115Q308 | COM | 37 | $5,342 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 74 | $5,313 | dollars as filed | |
| SUMITOMO MITSUI FIN GRP INC | 86562M209 | SPONSORED ADR | 323 | $4,994 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 560 | $4,878 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 316 | $4,876 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 50 | $4,873 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 100 | $4,841 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 65 | $4,693 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 1,225 | $4,668 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 187 | $4,649 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 308 | $4,587 | dollars as filed | |
| GLOBAL X FDS | 37954Y871 | GLOBAL X URANIUM | 200 | $4,584 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 85 | $4,550 | dollars as filed | |
| PORTILLOS INC | 73642K106 | COM CL A | 382 | $4,542 | dollars as filed | |
| SPDW | 78463X889 | COM | 124 | $4,515 | dollars as filed | |
| UNDER ARMOUR INC | 904311107 | CL A | 700 | $4,375 | dollars as filed | |
| ETF SER SOLUTIONS | 26922B436 | DEFIANCE NEXT GE | 160 | $4,368 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 39 | $4,360 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 23 | $4,172 | dollars as filed | |
| RAMACO RES INC | 75134P600 | COM CL A | 497 | $4,091 | dollars as filed | |
| BLUE OWL CAPITAL INC COM CL A | 09581B103 | Stock | 200 | $4,008 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 2 | $3,902 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 32 | $3,760 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 100 | $3,691 | dollars as filed | |
| DEUTSCHE BK AG NAMEN AKT | D18190898 | Stock | 152 | $3,642 | dollars as filed | |
| NGL ENERGY PARTNERS LP | 62913M107 | COM UNIT REPST | 800 | $3,632 | dollars as filed | |
| RAYONIER INC COM | 754907103 | REIT | 130 | $3,625 | dollars as filed | |
| BARCLAYS PLC ADR | 06738E204 | ADR | 225 | $3,456 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 200 | $3,436 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 30 | $3,396 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 100 | $3,321 | dollars as filed | |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 60687Y109 | ADR | 600 | $3,306 | dollars as filed | |
| ISHARES INC | 464286509 | MSCI CDA ETF | 81 | $3,294 | dollars as filed | |
| LISTED FDS TR | 53656F789 | ROUN SPOR BE ETF | 175 | $3,290 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D309 | SENIOR LN FD | 70 | $3,196 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 104 | $3,165 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 131 | $3,093 | dollars as filed | |
| DISCOVER FINL SVCS | 254709108 | COM | 18 | $3,073 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 43 | $3,053 | dollars as filed | |
| ISHARES TR | 464287861 | EUROPE ETF | 50 | $2,910 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 63 | $2,904 | dollars as filed | |
| NATWEST GROUP PLC SPONS ADR | 639057207 | ADR | 240 | $2,861 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 5 | $2,857 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 36 | $2,742 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 15 | $2,718 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 13 | $2,688 | dollars as filed | |
| CORCEPT THERAPEUTICS INC | 218352102 | COM | 23 | $2,628 | dollars as filed | |
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | 980228308 | ADR | 180 | $2,609 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 160 | $2,519 | dollars as filed | |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | 02390A101 | ADR | 160 | $2,276 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 7 | $2,185 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 68 | $2,095 | dollars as filed | |
| CAVCO INDS INC DEL | 149568107 | COM | 4 | $2,079 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 17 | $2,045 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 2,000 | $2,040 | dollars as filed | |
| BEAM GLOBAL | 07373B109 | COM | 1,000 | $2,040 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 36 | $2,038 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 22 | $2,003 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 55 | $1,988 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 88 | $1,984 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 37 | $1,926 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 70 | $1,918 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 20 | $1,899 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 100 | $1,896 | dollars as filed | |
| MATTEL INC | 577081102 | COM | 97 | $1,885 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 9 | $1,859 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 20 | $1,801 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 43 | $1,762 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 4 | $1,737 | dollars as filed | |
| AGNT INC | 30212W100 | COM | 174 | $1,702 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 20 | $1,701 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 23 | $1,692 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 21 | $1,687 | dollars as filed | |
| LENNOX INTL INC COM | 526107107 | Stock | 3 | $1,683 | dollars as filed | |
| MATSON INC COM | 57686G105 | Stock | 13 | $1,667 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 13 | $1,644 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 5 | $1,612 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 7 | $1,578 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 20 | $1,566 | dollars as filed | |
| SPX TECHNOLOGIES INC | 78473E103 | COM | 12 | $1,546 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 100 | $1,537 | dollars as filed | |
| GROUP 1 AUTOMOTIVE INC COM | 398905109 | Stock | 4 | $1,528 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 52 | $1,523 | dollars as filed | |
| CURBLINE PPTYS CORP COM | 23128Q101 | REIT | 62 | $1,500 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 4 | $1,479 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 10 | $1,462 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 64 | $1,439 | dollars as filed | |
| MACYS INC COM | 55616P104 | Stock | 111 | $1,395 | dollars as filed | |
| MOOG INC CL A | 615394202 | Stock | 8 | $1,387 | dollars as filed | |
| MILLROSE PPTYS INC COM CL A | 601137102 | REIT | 52 | $1,379 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 13 | $1,375 | dollars as filed | |
| RINGCENTRAL INC | 76680R206 | CL A | 55 | $1,362 | dollars as filed | |
| BADGER METER INC COM | 056525108 | Stock | 7 | $1,332 | dollars as filed | |
| Sohu.Com Ltd-Adr | 83410S108 | COM | 100 | $1,317 | dollars as filed | |
| iShares Global Tech ETF | 464287291 | SHS | 17 | $1,288 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 3 | $1,284 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 4 | $1,270 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 8 | $1,265 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 17 | $1,255 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229722 | COM LBTY LIV S C | 18 | $1,227 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 14 | $1,225 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 4 | $1,219 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 44 | $1,214 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 7 | $1,201 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 100 | $1,163 | dollars as filed | |
| AXOSFINLINC | 05465C100 | STOK | 18 | $1,162 | dollars as filed | |
| CAL MAINE FOODS INC COM NEW | 128030202 | Stock | 12 | $1,091 | dollars as filed | |
| FRONTDOOR INC COM | 35905A109 | Stock | 28 | $1,076 | dollars as filed | |
| HAWKINS INC | 420261109 | COM | 10 | $1,060 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 24 | $1,021 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 13 | $1,016 | dollars as filed | |
| WK KELLOGG CO | 92942W107 | COM SHS | 50 | $997 | dollars as filed | |
| PIPER SANDLER COMPANIES | 724078100 | COM | 4 | $991 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 5 | $988 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 50 | $977 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 37 | $921 | dollars as filed | |
| MARA HOLDINGS INC COM | 565788106 | Stock | 79 | $909 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 4 | $903 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 7 | $898 | dollars as filed | |
| SHAKE SHACK INC | 819047101 | CL A | 10 | $882 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 174 | $876 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 321 | $870 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 24 | $869 | dollars as filed | |
| LIBERTY BROADBAND A | 530307107 | COMMON STOCK | 10 | $850 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 23 | $826 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229771 | COM LBTY ONE S A | 10 | $815 | dollars as filed | |
| ORCHID IS CAP INC | 68571X301 | COM NEW | 100 | $752 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 60 | $747 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 24 | $737 | dollars as filed | |
| Schwab 5-10 Year Corporate Bond ETF | 808524698 | SHS | 29 | $652 | dollars as filed | |
| ADIENT PLC | G0084W101 | ORD SHS | 50 | $643 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 490 | $637 | dollars as filed | |
| EMERGENT BIOSOLUTIONS INC | 29089Q105 | COM | 127 | $618 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 250 | $615 | dollars as filed | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 22 | $615 | dollars as filed | |
| LIBERTY MEDIA CORP | 531229748 | CL A | 9 | $606 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 9 | $559 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 35 | $496 | dollars as filed | |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | PARTNERSHIP UNIT | 22 | $488 | dollars as filed | |
| INNOVATIVE INDL PPTYS INC COM | 45781V101 | REIT | 8 | $433 | dollars as filed | |
| ALARUM TECHNOLOGIES LTD | 78643B500 | SPONSORD ADS NEW | 69 | $432 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 9 | $417 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 130 | $413 | dollars as filed | |
| BEYOND MEAT INC | 08862E109 | COM | 135 | $412 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 19 | $409 | dollars as filed | |
| SITE CENTERS CORP | 82981J851 | REIT | 31 | $399 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E784 | EMRNG MKT SVRG | 17 | $343 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 10 | $341 | dollars as filed | |
| FULGENT GENETICS INC | 359664109 | COM | 20 | $338 | dollars as filed | |
| PENN ENTERTAINMENT INC COM | 707569109 | Stock | 20 | $327 | dollars as filed | |
| DBX ETF TR | 233051846 | XTRACK INTL REAL | 16 | $326 | dollars as filed | |
| GEO GROUP INC NEW | 36162J106 | COM | 11 | $322 | dollars as filed | |
| STELLANTIS N.V SHS | N82405106 | Stock | 17 | $191 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 13 | $166 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 14 | $132 | dollars as filed | |
| BRIGHTHOUSE FINL INC | 10922N103 | COM | 2 | $116 | dollars as filed | |
| RENT THE RUNWAY INC | 76010Y202 | CL A NEW | 26 | $116 | dollars as filed | |
| LUCID GROUP INC | 549498103 | COM | 40 | $97 | dollars as filed | |
| AURORA CANNABIS INC COM | 05156X850 | Stock | 21 | $93 | dollars as filed | |
| RAMACO RES INC | 75134P501 | COM CL B | 13 | $93 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 10 | $84 | dollars as filed | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 2 | $81 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 1 | $78 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 50 | $58 | dollars as filed | |
| CONDUENT INC | 206787103 | COM | 20 | $54 | dollars as filed | |
| CANADIAN SOLAR INC | 136635109 | COM | 5 | $44 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 2 | $33 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 1 | $31 | dollars as filed | |
| BLACKBERRY LTD COM | 09228F103 | Stock | 8 | $31 | dollars as filed | |
| AGNC INVT CORP COM | 00123Q104 | REIT | 3 | $29 | dollars as filed | |
| CANOPY GROWTH CORPORATION COM NEW | 138035704 | Stock | 25 | $23 | dollars as filed | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 2 | $11 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 2 | $6 | dollars as filed | |
| DSS INC | 26253C201 | COM NEW | 1 | $1 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803557-25-000002 | this filing | 2025-04-22 | acceptance time not in the bulk data set |