Consolidated Planning Corp Portfolio Holdings - 13F Filings | 13F Fund Database
Consolidated Planning Corp 13F Holdings
CIK 02820227 · Atlanta, GA
As of Sep 30, 2022, Consolidated Planning Corp reported
112 positions worth $320.5K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | — | 953,819 | $30.5K | 9.53% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 140,697 | $25.3K | 7.88% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 757,609 |
|
4.2K4.42% |
| MICROSOFT CORP | MSFT | Technology | 56,048 |
3.1K | 4.07% |
| APPLE INC | AAPL | Technology | 75,067 |
0.4K | 3.24% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 100,480 |
0.3K | 3.21% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 16,908 | $8.5K | 2.66% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 169,597 | $8.1K | 2.53% |
| HOME DEPOT INC | HD | Consumer Cyclical | 25,410 | $7.0K | 2.19% |
| COCA COLA CO | KO | Consumer Defensive | 114,560 | $6.4K | 2.00% |
| SPDR S&P 500 ETF TRUST | SPY | — | 17,886 | $6.4K | 1.99% |
| PACER US CASH COWS 100 ETF | COWZ | — | 152,255 | $6.2K | 1.95% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 42,797 | $5.6K | 1.75% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 78,997 | $5.6K | 1.75% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 20,451 | $5.5K | 1.71% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 131,340 | $5.2K | 1.63% |
| WISDOMTREE TR | — | — | 111,218 | $4.9K | 1.53% |
| CATERPILLAR INC | CAT | Industrials | 29,701 | $4.9K | 1.52% |
| BROADCOM INC | AVGO | Technology | 10,240 | $4.5K | 1.42% |
| MARATHON PETROLEUM CORP | MPC | Energy | 43,062 | $4.3K | 1.33% |
| INVESCO EXCHANGE TRADED FD T | PXI | — | 106,447 | $4.2K | 1.30% |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 18,230 | $4.1K | 1.27% |
| NOVO NORDISK A S | NVO | Healthcare | 39,690 | $4.0K | 1.23% |
| INVESCO S&P SMALLCAP 600 REVENUE ETF | RWJ | — | 40,954 | $3.9K | 1.23% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 43,993 | $3.8K | 1.20% |