Portfolio (Quarterly)
Guide ↗
Center for Financial Planning, Inc.
· CIK 0001803557| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FISV | FISERV INC | Technology | 1,681 | $113K | 0.01% | SOLD |
| 2 | — | ASTRAZENECA PLC | — | 1,057 | $97K | 0.01% | SOLD |
| 3 | MSCI | MSCI INC | Financial Services | 145 | $83K | 0.01% | SOLD |
| 4 | MFM | MFS MUN INCOME TR | Financial Services | 15,000 | $81K | 0.01% | SOLD |
| 5 | RMD | RESMED INC | Healthcare | 300 | $72K | 0.01% | SOLD |
| 6 | FDX | FEDEX CORP | Industrials | 200 | $58K | 0.01% | SOLD |
| 7 | EGP | EASTGROUP PPTYS INC | Real Estate | 300 | $53K | 0.01% | SOLD |
| 8 | CXH | MFS INVT GRADE MUN TR | Financial Services | 4,589 | $36K | 0.00% | SOLD |
| 9 | MMD | NYLI MACKAY DEFINEDTERM MUNI | Financial Services | 2,000 | $30K | 0.00% | SOLD |
| 10 | USMV | ISHARES TR | — | 293 | $28K | 0.00% | SOLD |
| 11 | XLI | SELECT SECTOR SPDR TR | — | 165 | $26K | 0.00% | SOLD |
| 12 | — | COMERICA INC | — | 289 | $25K | 0.00% | SOLD |
| 13 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 50 | $23K | 0.00% | SOLD |
| 14 | BAX | BAXTER INTL INC | Healthcare | 1,164 | $22K | 0.00% | SOLD |
| 15 | XLY | SELECT SECTOR SPDR TR | — | 174 | $21K | 0.00% | SOLD |
| 16 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 564 | $13K | 0.00% | SOLD |
| 17 | SONY | SONY GROUP CORP | Technology | 510 | $13K | 0.00% | SOLD |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 105 | $10K | 0.00% | SOLD |
| 19 | BCD | ABRDN ETFS | — | 305 | $9K | 0.00% | SOLD |
| 20 | EFAV | ISHARES TR | — | 103 | $9K | 0.00% | SOLD |
Sector Allocation
Technology
23.8%
Healthcare
15.3%
Financial Services
14.9%
Consumer Cyclical
9.5%
Industrials
8.5%
Consumer Defensive
8.5%
Communication Services
7.5%
Energy
5.4%
Utilities
4.3%
Real Estate
1.2%