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Name: |
Center for Financial Planning Inc. |
City: |
SOUTHFIED |
State: |
MI |
Zip: |
48033 |
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Holdings
Found :
21 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
AOR |
iShares Core Growth Allocat... |
152 |
New |
$58.26 |
$186,000 |
3,295 |
0.03% |
186,000 |
3,295 |
0.011 |
Closed - End Fund - Debt |
|
SOLV |
Solventum Corp |
178 |
New |
$72.13 |
$107,000 |
2,015 |
0.02% |
107,000 |
2,015 |
0.001 |
N/A |
|
GEV |
Ge Vernova Llc |
236 |
New |
$235.67 |
$48,000 |
281 |
0.01% |
48,000 |
281 |
0 |
N/A |
|
SGOL |
Aberdeen Standard Physical ... |
238 |
New |
$24.35 |
$47,000 |
2,100 |
0.01% |
47,000 |
2,100 |
0.002 |
Closed - End Fund - Debt |
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CMG |
Chipotle Mexican Grill Inc |
341 |
New |
$56.93 |
$16,000 |
250 |
0% |
16,000 |
250 |
0 |
Restaurants |
|
FRDM |
Freedom Environmental Servi... |
348 |
New |
$0.00 |
$15,000 |
438 |
0% |
15,000 |
438 |
0 |
N/A |
|
LUNA |
Luna Innovations Inc |
361 |
New |
$2.19 |
$13,000 |
4,113 |
0% |
13,000 |
4,113 |
0 |
Research Services |
|
BSX |
Boston Scientific Corp |
399 |
New |
$82.57 |
$10,000 |
130 |
0% |
10,000 |
130 |
0 |
Medical Instruments &... |
|
LPLA |
LPL Investment Holdings Inc |
419 |
New |
$212.10 |
$8,000 |
30 |
0% |
8,000 |
30 |
0 |
Investment Brokerage ... |
|
PTLO |
Portillos Inc. |
464 |
New |
$0.00 |
$4,000 |
382 |
0% |
4,000 |
382 |
0 |
N/A |
|
FSLR |
First Solar, Inc. |
484 |
New |
$241.81 |
$3,000 |
13 |
0% |
3,000 |
13 |
0 |
Semiconductor - Speci... |
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AQN |
Algonquin Power & Utilities... |
631 |
New |
$5.50 |
$0 |
2 |
0% |
0 |
2 |
0 |
N/A |
|
LCID |
Lucid Group, Inc. |
588 |
New |
$3.64 |
$0 |
40 |
0% |
0 |
40 |
0 |
N/A |
|
SEDG |
Solaredge Technologies Inc |
615 |
New |
$21.69 |
$0 |
2 |
0% |
0 |
2 |
0 |
N/A |
|
BHF |
Brighthouse Financial, Inc. |
625 |
New |
$43.21 |
$0 |
2 |
0% |
0 |
2 |
0 |
N/A |
|
SPWR |
SunPower Corporation |
562 |
New |
$0.04 |
$0 |
3 |
0% |
0 |
3 |
0 |
Scientific & Technica... |
|
GTX |
Garrett Motion Inc. |
612 |
New |
$8.05 |
$0 |
10 |
0% |
0 |
10 |
0 |
N/A |
|
CSIQ |
Canadian Solar Inc |
624 |
New |
$14.65 |
$0 |
5 |
0% |
0 |
5 |
0 |
Semiconductor - Speci... |
|
TAN |
Invesco Solar ETF |
602 |
New |
$41.45 |
$0 |
1 |
0% |
0 |
1 |
0 |
Closed - End Fund - E... |
|
EVGO |
EVgo Inc |
616 |
New |
$4.41 |
$0 |
2 |
0% |
0 |
2 |
0 |
N/A |
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BBRY |
Research In Motion Ltd (USA) |
555 |
New |
$2.38 |
$0 |
8 |
0% |
0 |
8 |
0 |
Integrated Telecommun... |
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