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 HGTY
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,826 | 1,503 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $40 | 3 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $36 | 3 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $30 | 3 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,553 | 1,278 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,332 | 1,278 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,997 | 1,278 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,291 | 1,278 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,666 | 1,275 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,945 | 1,275 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $10,416 | 1,275 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $11,934 | 1,275 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,143 | 1,275 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,722 | 1,275 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $11,462 | 1,275 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $14,649 | 1,275 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,757 | 1,275 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $18,079 | 1,275 | Shares | Sole | 2022-02-08 | |
| No 13F history on record for this holder in this stock. | ||||||