Center for Financial Planning, Inc.
Top Portfolio Positions
489 positions ·
$142,503,295 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
26,463 | $9,795,808 | 6.87% | |
| AAPL |
Apple Inc.
Technology
|
31,828 | $8,077,628 | 5.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
24,805 | $5,166,137 | 3.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,355 | $5,105,146 | 3.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
15,914 | $3,890,018 | 2.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
17,400 | $3,784,326 | 2.66% | |
| NEE |
Nextera Energy Inc
Utilities
|
35,209 | $3,270,211 | 2.29% | |
| AVGO |
Broadcom Inc.
Technology
|
9,752 | $3,018,341 | 2.12% | |
| MCK |
Mckesson Corp
Healthcare
|
3,277 | $2,835,784 | 1.99% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,352 | $2,830,279 | 1.99% |
Portfolio Trend
Holdings in CCLD
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,673 | 5,390 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,738 | 5,390 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,301 | 5,390 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,720 | 5,390 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,492 | 5,390 | Shares | Sole | 2025-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||