13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-04, with 647 holding rows worth $871,885,446.
- Accession
- 0001803557-25-000003
- Filer
- CIK 1803557
- Filed
- 2025-08-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 647 entries on the cover page, a total value of $871,885,446 stated on the cover page (in dollars after the unit check, H1), rows summing to $871,885,446 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 |
|---|---|---|---|---|---|---|
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 363 | $6,357 | dollars as filed | |
| GLOBAL X FDS | 37954Y855 | LITHIUM BTRY ETF | 159 | $6,106 | dollars as filed | |
| BANK OF AMER CORP | 060505682 | 7.25%CNV PFD L | 5 | $6,065 | dollars as filed | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 530 | $5,947 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 74 | $5,929 | dollars as filed | |
| WELLS FARGO & CO | 949746804 | PERP PFD CNV A | 5 | $5,871 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 100 | $5,826 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 26 | $5,808 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 210 | $5,794 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 106 | $5,754 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 500 | $5,645 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 150 | $5,618 | dollars as filed | |
| PIEDMONT REALTY TRUST INC | 720190206 | COM CL A | 756 | $5,512 | dollars as filed | |
| AXOGEN INC | 05463X106 | COM | 500 | $5,425 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 40 | $5,294 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 586 | $5,236 | dollars as filed | |
| SPDW | 78463X889 | COM | 124 | $5,021 | dollars as filed | |
| SUMITOMO MITSUI FIN GRP INC | 86562M209 | SPONSORED ADR | 323 | $4,881 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 560 | $4,867 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 23 | $4,816 | dollars as filed | |
| UNDER ARMOUR INC | 904311107 | CL A | 700 | $4,781 | dollars as filed | |
| PORTILLOS INC | 73642K106 | COM CL A | 382 | $4,458 | dollars as filed | |
| DEUTSCHE BK AG NAMEN AKT | D18190898 | Stock | 152 | $4,451 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 85 | $4,379 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 43 | $4,341 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 100 | $4,289 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 86 | $4,233 | dollars as filed | |
| LISTED FDS TR | 53656F789 | ROUN SPOR BE ETF | 175 | $4,157 | dollars as filed | |
| MANPOWERGROUP INC WIS COM | 56418H100 | Stock | 100 | $4,040 | dollars as filed | |
| BLUE OWL CAPITAL INC COM CL A | 09581B103 | Stock | 200 | $3,842 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 18 | $3,830 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 100 | $3,820 | dollars as filed | |
| NGL ENERGY PARTNERS LP | 62913M107 | COM UNIT REPST | 800 | $3,416 | dollars as filed | |
| ARMOUR RESIDENTIAL REIT INC COM SHS | 042315705 | REIT | 200 | $3,362 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 37 | $3,195 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 160 | $3,188 | dollars as filed | |
| ISHARES TR | 464287861 | EUROPE ETF | 50 | $3,163 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 308 | $2,982 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 13 | $2,915 | dollars as filed | |
| RAYONIER INC COM | 754907103 | REIT | 130 | $2,884 | dollars as filed | |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | 02390A101 | ADR | 160 | $2,871 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 36 | $2,861 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 200 | $2,788 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 5 | $2,784 | dollars as filed | |
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | 980228308 | ADR | 180 | $2,778 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 30 | $2,737 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 104 | $2,686 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 5 | $2,682 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 23 | $2,448 | dollars as filed | |
| BLACKBERRY LTD COM | 09228F103 | Stock | 508 | $2,327 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 9 | $2,280 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 10 | $2,238 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 13 | $2,153 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 7 | $2,093 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 20 | $2,090 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 4 | $2,042 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 100 | $2,028 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 88 | $2,022 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 36 | $2,018 | dollars as filed | |
| SPX TECHNOLOGIES INC | 78473E103 | COM | 12 | $2,013 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 20 | $1,968 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 4 | $1,955 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 43 | $1,925 | dollars as filed | |
| MATTEL INC | 577081102 | COM | 97 | $1,913 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 23 | $1,853 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 100 | $1,821 | dollars as filed | |
| NEWSMAX INC | 65250K105 | COMMON STOCK | 120 | $1,816 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 20 | $1,766 | dollars as filed | |
| GROUP 1 AUTOMOTIVE INC COM | 398905109 | Stock | 4 | $1,747 | dollars as filed | |
| CAVCO INDS INC DEL | 149568107 | COM | 4 | $1,738 | dollars as filed | |
| BADGER METER INC COM | 056525108 | Stock | 7 | $1,715 | dollars as filed | |
| CORCEPT THERAPEUTICS INC | 218352102 | COM | 23 | $1,689 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 100 | $1,676 | dollars as filed | |
| FRONTDOOR INC COM | 35905A109 | Stock | 28 | $1,651 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 7 | $1,628 | dollars as filed | |
| AGNT INC | 30212W100 | COM | 174 | $1,584 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 21 | $1,560 | dollars as filed | |
| RINGCENTRAL INC | 76680R206 | CL A | 55 | $1,560 | dollars as filed | |
| MILLROSE PPTYS INC COM CL A | 601137102 | REIT | 52 | $1,483 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229722 | COM LBTY LIV S C | 18 | $1,461 | dollars as filed | |
| BEAM GLOBAL | 07373B109 | COM | 1,000 | $1,460 | dollars as filed | |
| MATSON INC COM | 57686G105 | Stock | 13 | $1,448 | dollars as filed | |
| MOOG INC CL A | 615394202 | Stock | 8 | $1,448 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 14 | $1,438 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 64 | $1,428 | dollars as filed | |
| HAWKINS INC | 420261109 | COM | 10 | $1,421 | dollars as filed | |
| CURBLINE PPTYS CORP COM | 23128Q101 | REIT | 62 | $1,416 | dollars as filed | |
| CHARGEPOINT HLDGS INC | 15961R105 | COM CL A | 2,000 | $1,407 | dollars as filed | |
| NUSCALE PWR CORP CL A COM | 67079K100 | Stock | 35 | $1,385 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 52 | $1,336 | dollars as filed | |
| Sohu.Com Ltd-Adr | 83410S108 | COM | 100 | $1,331 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 8 | $1,307 | dollars as filed | |
| MARA HOLDINGS INC COM | 565788106 | Stock | 79 | $1,239 | dollars as filed | |
| SOLID POWER INC CLASS A COM | 83422N105 | Stock | 500 | $1,095 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 2,000 | $1,066 | dollars as filed | |
| LIBERTY BROADBAND A | 530307107 | COMMON STOCK | 10 | $979 | dollars as filed | |
| ADIENT PLC | G0084W101 | ORD SHS | 50 | $973 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229771 | COM LBTY ONE S A | 10 | $950 | dollars as filed | |
| ALARUM TECHNOLOGIES LTD | 78643B500 | SPONSORD ADS NEW | 69 | $934 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 490 | $892 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 321 | $861 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 50 | $851 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 60 | $825 | dollars as filed | |
| WK KELLOGG CO | 92942W107 | COM SHS | 50 | $797 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 24 | $760 | dollars as filed | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 22 | $722 | dollars as filed | |
| LIBERTY MEDIA CORP | 531229748 | CL A | 9 | $716 | dollars as filed | |
| ORCHID IS CAP INC | 68571X301 | COM NEW | 100 | $701 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 250 | $658 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 174 | $651 | dollars as filed | |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | PARTNERSHIP UNIT | 22 | $562 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 1 | $491 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 10 | $487 | dollars as filed | |
| BEYOND MEAT INC | 08862E109 | COM | 135 | $472 | dollars as filed | |
| INNOVATIVE INDL PPTYS INC COM | 45781V101 | REIT | 8 | $442 | dollars as filed | |
| FULGENT GENETICS INC | 359664109 | COM | 20 | $398 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 4 | $376 | dollars as filed | |
| PENN ENTERTAINMENT INC COM | 707569109 | Stock | 20 | $358 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 9 | $357 | dollars as filed | |
| SITE CENTERS CORP | 82981J851 | REIT | 31 | $351 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E784 | EMRNG MKT SVRG | 17 | $348 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 130 | $337 | dollars as filed | |
| GEO GROUP INC NEW | 36162J106 | COM | 11 | $264 | dollars as filed | |
| STELLANTIS N.V SHS | N82405106 | Stock | 17 | $171 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q233 | BETA DEVE EX ETF | 3 | $164 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 14 | $150 | dollars as filed | |
| RAMACO RES INC | 75134P501 | COM CL B | 17 | $140 | dollars as filed | |
| RENT THE RUNWAY INC | 76010Y202 | CL A NEW | 26 | $133 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 13 | $126 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 5 | $115 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 50 | $110 | dollars as filed | |
| BRIGHTHOUSE FINL INC | 10922N103 | COM | 2 | $108 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 10 | $106 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 1 | $98 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 1 | $94 | dollars as filed | |
| AURORA CANNABIS INC COM | 05156X850 | Stock | 21 | $90 | dollars as filed | |
| LUCID GROUP INC | 549498103 | COM | 40 | $85 | dollars as filed | |
| CANADIAN SOLAR INC | 136635109 | COM | 5 | $56 | dollars as filed | |
| CONDUENT INC | 206787103 | COM | 20 | $53 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 2 | $41 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 1 | $35 | dollars as filed | |
| CANOPY GROWTH CORPORATION COM NEW | 138035704 | Stock | 25 | $31 | dollars as filed | |
| HAGERTY INC A | 405166109 | COMMON STOCK | 3 | $31 | dollars as filed | |
| AGNC INVT CORP COM | 00123Q104 | REIT | 3 | $28 | dollars as filed | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 2 | $12 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 2 | $8 | dollars as filed | |
| DSS INC | 26253C201 | COM NEW | 1 | $1 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803557-25-000003 | this filing | 2025-08-04 | acceptance time not in the bulk data set |