Center for Financial Planning, Inc.
Top Portfolio Positions
490 positions ·
$149,665,694 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
26,463 | $9,795,808 | 6.55% | |
| AAPL |
Apple Inc.
Technology
|
31,828 | $8,077,628 | 5.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,114 | $7,242,628 | 4.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
24,805 | $5,166,137 | 3.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,355 | $5,105,146 | 3.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
15,914 | $3,890,018 | 2.60% | |
| ABBV |
AbbVie Inc.
Healthcare
|
17,400 | $3,784,326 | 2.53% | |
| NEE |
Nextera Energy Inc
Utilities
|
35,209 | $3,270,211 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
9,752 | $3,018,341 | 2.02% | |
| MCK |
Mckesson Corp
Healthcare
|
3,277 | $2,835,784 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BEEM
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,470 | 1,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,500 | 1,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,880 | 1,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,460 | 1,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,040 | 1,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,170 | 1,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,910 | 1,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,610 | 1,000 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,800 | 1,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,090 | 1,000 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $7,380 | 1,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,350 | 1,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,910 | 1,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $17,470 | 1,000 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $12,200 | 1,000 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $15,520 | 1,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,450 | 1,000 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $18,600 | 1,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $27,370 | 1,000 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $38,310 | 1,000 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $43,360 | 1,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $73,780 | 1,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $12,160 | 1,000 | Shares | Sole | 2020-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||