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| Name: |
Consolidated Planning Corp |
| City: |
Atlanta |
| State: |
GA |
| Zip: |
30361 |
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| Holdings
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NFLX |
Netflix Inc |
92 |
- |
$685.67 |
$906,000 |
1,491 |
0.15% |
180,000 |
0 |
0 |
Music & Video Stores |
|
|
IVV |
iShares Core S&P 500 Etf |
107 |
- |
$549.64 |
$548,000 |
1,042 |
0.09% |
50,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
PDP |
Invesco DWA Momentum ETF |
110 |
- |
$99.77 |
$436,000 |
4,415 |
0.07% |
59,000 |
0 |
0.019 |
Closed - End Fund - E... |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
118 |
- |
$0.00 |
$372,000 |
3,672 |
0.06% |
22,000 |
0 |
0.004 |
N/A |
|
|
AXP |
American Express Co |
131 |
- |
$229.31 |
$322,000 |
1,413 |
0.06% |
57,000 |
0 |
0 |
Credit Services |
|
|
CSX |
CSX Corp |
132 |
- |
$33.03 |
$316,000 |
8,513 |
0.05% |
21,000 |
0 |
0 |
Railroads |
|
|
PAYX |
Paychex Inc |
136 |
- |
$125.46 |
$302,000 |
2,458 |
0.05% |
9,000 |
0 |
0.001 |
Staffing & Outsourcin... |
|
|
AFL |
AFLAC Inc |
137 |
- |
$88.99 |
$301,000 |
3,500 |
0.05% |
12,000 |
0 |
0 |
Life & Health Insurance |
|
|
WY |
Weyerhaeuser Co |
142 |
- |
$28.87 |
$285,000 |
7,932 |
0.05% |
9,000 |
0 |
0.001 |
Lumber,Wood Production |
|
|
VUG |
Vanguard Growth VIPERS |
144 |
- |
$376.25 |
$284,000 |
824 |
0.05% |
28,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
MGK |
Vanguard Mega Cap 300 Gr In... |
157 |
- |
$277.92 |
$253,000 |
883 |
0.04% |
24,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
158 |
- |
$112.74 |
$247,000 |
2,090 |
0.04% |
9,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
AB |
AllianceBernstein |
162 |
- |
$33.40 |
$245,000 |
7,051 |
0.04% |
26,000 |
0 |
0 |
Asset Management |
|
|
GPN |
Global Payments Inc |
165 |
- |
$127.47 |
$244,000 |
1,828 |
0.04% |
12,000 |
0 |
0 |
Business Services |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
169 |
- |
$78.45 |
$239,000 |
2,993 |
0.04% |
13,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
PINS |
Pinterest, Inc. |
168 |
- |
$44.22 |
$239,000 |
6,903 |
0.04% |
-17,000 |
0 |
0.002 |
N/A |
|
|
FSCO |
Fs Global Credit Opportunit... |
182 |
- |
$6.41 |
$63,000 |
10,546 |
0.01% |
3,000 |
0 |
0.012 |
N/A |
|
