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  Name: Center for Financial Planning Inc.
  City: SOUTHFIED
  State: MI
  Zip: 48033
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $691,704,000
  Total Value Change : $22,680,000
  Securities Held Change : -23
   
All Securities Held : 585
  New Positions : 21
  Closed Positions : 49
  Increased Positions : 80
  Unchanged Positions : 401
  Decreased Positions : 83

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Holdings Found : 21     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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)1 Year Chart         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)1 Year Chart         SOLV Solventum Corp 178 New $72.13 $107,000 2,015 0.02% 107,000 2,015 0.001    N/A
   (GEV)1 Year Chart         GEV Ge Vernova Llc 236 New $235.67 $48,000 281 0.01% 48,000 281 0    N/A
   (SGOL)1 Year Chart         SGOL Aberdeen Standard Physical ... 238 New $24.35 $47,000 2,100 0.01% 47,000 2,100 0.002    Closed - End Fund - Debt
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 341 New $56.93 $16,000 250 0% 16,000 250 0    Restaurants
   (FRDM)1 Year Chart         FRDM Freedom Environmental Servi... 348 New $0.00 $15,000 438 0% 15,000 438 0    N/A
   (LUNA)1 Year Chart         LUNA Luna Innovations Inc 361 New $2.19 $13,000 4,113 0% 13,000 4,113 0    Research Services
   (BSX)1 Year Chart         BSX Boston Scientific Corp 399 New $82.57 $10,000 130 0% 10,000 130 0    Medical Instruments &...
   (LPLA)1 Year Chart         LPLA LPL Investment Holdings Inc 419 New $212.10 $8,000 30 0% 8,000 30 0    Investment Brokerage ...
   (PTLO)1 Year Chart         PTLO Portillos Inc. 464 New $0.00 $4,000 382 0% 4,000 382 0    N/A
   (FSLR)1 Year Chart         FSLR First Solar, Inc. 484 New $241.81 $3,000 13 0% 3,000 13 0    Semiconductor - Speci...
   (AQN)1 Year Chart         AQN Algonquin Power & Utilities... 631 New $5.50 $0 2 0% 0 2 0    N/A
   (LCID)1 Year Chart         LCID Lucid Group, Inc. 588 New $3.64 $0 40 0% 0 40 0    N/A
   (SEDG)1 Year Chart         SEDG Solaredge Technologies Inc 615 New $21.69 $0 2 0% 0 2 0    N/A
   (BHF)1 Year Chart         BHF Brighthouse Financial, Inc. 625 New $43.21 $0 2 0% 0 2 0    N/A
   (SPWR)1 Year Chart         SPWR SunPower Corporation 562 New $0.04 $0 3 0% 0 3 0    Scientific & Technica...
   (GTX)1 Year Chart         GTX Garrett Motion Inc. 612 New $8.05 $0 10 0% 0 10 0    N/A
   (CSIQ)1 Year Chart         CSIQ Canadian Solar Inc 624 New $14.65 $0 5 0% 0 5 0    Semiconductor - Speci...
   (TAN)1 Year Chart         TAN Invesco Solar ETF 602 New $41.45 $0 1 0% 0 1 0    Closed - End Fund - E...
   (EVGO)1 Year Chart         EVGO EVgo Inc 616 New $4.41 $0 2 0% 0 2 0    N/A
   (BBRY)1 Year Chart         BBRY Research In Motion Ltd (USA) 555 New $2.38 $0 8 0% 0 8 0    Integrated Telecommun...

      21 Records Found
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