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| Name: |
Center for Financial Planning Inc. |
| City: |
SOUTHFIED |
| State: |
MI |
| Zip: |
48033 |
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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 |
|
ANET |
Arista Networks, Inc. |
136 |
New |
$296.07 |
$232,000 |
800 |
0.03% |
232,000 |
800 |
0 |
Diversified Computer ... |
|
|
EOG |
EOG Resources Inc |
166 |
New |
$130.56 |
$129,000 |
1,007 |
0.02% |
129,000 |
1,007 |
0 |
Independent Oil & Gas |
|
|
IWB |
ishares trust Russell 1000 |
186 |
New |
$285.96 |
$96,000 |
332 |
0.01% |
96,000 |
332 |
0 |
Closed - End Fund - E... |
|
|
MPB |
Mid Penn Bancorp Inc |
199 |
New |
$21.75 |
$78,000 |
3,894 |
0.01% |
78,000 |
3,894 |
0 |
Domestic Regional Banks |
|
|
RMD |
ResMed Inc |
221 |
New |
$216.84 |
$59,000 |
300 |
0.01% |
59,000 |
300 |
0 |
Medical Appliances & ... |
|
|
HWM |
Howmet Aerospace Inc |
245 |
New |
$82.03 |
$48,000 |
700 |
0.01% |
48,000 |
700 |
0 |
Aluminum |
|
|
VEEV |
Veeva Systems Inc |
249 |
New |
$203.91 |
$46,000 |
200 |
0.01% |
46,000 |
200 |
0 |
Healthcare Informatio... |
|
|
TRMK |
Trustmark Corp |
262 |
New |
$30.66 |
$42,000 |
1,500 |
0.01% |
42,000 |
1,500 |
0 |
Domestic Regional Banks |
|
|
BOX |
Box Inc |
279 |
New |
$26.06 |
$35,000 |
1,250 |
0.01% |
35,000 |
1,250 |
0.017 |
N/A |
|
|
FJUL |
Ft Cboe Vest U.S. Equity Bu... |
298 |
New |
$0.00 |
$27,000 |
600 |
0% |
27,000 |
600 |
0.008 |
N/A |
|
|
AWK |
American Water Works Compan... |
307 |
New |
$134.38 |
$24,000 |
200 |
0% |
24,000 |
200 |
0 |
Multi Utilities |
|
|
GDV |
Gabelli Dividend & Income T... |
309 |
New |
$22.49 |
$23,000 |
1,000 |
0% |
23,000 |
1,000 |
0.002 |
Closed - End Fund - Debt |
|
|
MCHP |
Microchip Technology Inc |
312 |
New |
$91.48 |
$23,000 |
252 |
0% |
23,000 |
252 |
0 |
Semiconductor - Speci... |
|
|
HUBB |
Hubbell Inc |
315 |
New |
$409.21 |
$23,000 |
56 |
0% |
23,000 |
56 |
0 |
Electronics Wholesale |
|
|
ABC |
AmerisourceBergen Corp |
319 |
New |
$224.09 |
$21,000 |
88 |
0% |
21,000 |
88 |
0 |
Drugs Wholesale |
|
|
FHLC |
Fidelity Msci Health Care I... |
318 |
New |
$67.59 |
$21,000 |
300 |
0% |
21,000 |
300 |
0.003 |
N/A |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
323 |
New |
$418.99 |
$21,000 |
50 |
0% |
21,000 |
50 |
0 |
Drug Manufacturers - ... |
|
|
DFEB |
Ft Cboe Vest Us Equity Deep... |
331 |
New |
$0.00 |
$20,000 |
500 |
0% |
20,000 |
500 |
0 |
N/A |
|
|
VGIT |
Vanguard Intermediate -Ter |
332 |
New |
$57.79 |
$19,000 |
331 |
0% |
19,000 |
331 |
0 |
Closed - End Fund - Debt |
|
|
STWD |
Starwood Property Trust, Inc. |
335 |
New |
$20.05 |
$19,000 |
927 |
0% |
19,000 |
927 |
0 |
Property Management |
|
|
ROST |
Ross Stores Inc |
336 |
New |
$134.87 |
$18,000 |
126 |
0% |
18,000 |
126 |
0.001 |
Apparel Stores |
|
|
TPR |
Tapestry Inc |
341 |
New |
$40.37 |
$17,000 |
356 |
0% |
17,000 |
356 |
0.001 |
Textile - Apparel Foo... |
|
|
ANDE |
Andersons Inc |
343 |
New |
$52.85 |
$17,000 |
300 |
0% |
17,000 |
300 |
0 |
Basic Materials Whole... |
|
|
GPC |
Genuine Parts Co |
349 |
New |
$155.34 |
$15,000 |
100 |
0% |
15,000 |
100 |
0 |
Auto Parts Wholesale |
|
|
BBWI |
Bath & Body Works, Inc |
357 |
New |
$48.56 |
$15,000 |
302 |
0% |
15,000 |
302 |
0 |
Apparel Stores |
|
|
IYM |
iShares Dow Jones US Basic ... |
351 |
New |
$145.25 |
$15,000 |
100 |
0% |
15,000 |
100 |
0 |
Closed - End Fund - E... |
|
|
SWAV |
Shockwave Medical, Inc. |
355 |
New |
$330.54 |
$15,000 |
46 |
0% |
15,000 |
46 |
0 |
N/A |
|
|
MGY |
Magnolia Oil & Gas Corp |
352 |
New |
$26.50 |
$15,000 |
566 |
0% |
15,000 |
566 |
0 |
N/A |
|
|
HRL |
Hormel Foods Corp |
361 |
New |
$35.39 |
$14,000 |
400 |
0% |
14,000 |
400 |
0 |
Meat Products |
|
|
PXLG |
Invesco Russell Top 200 Pur... |
359 |
New |
$103.10 |
$14,000 |
132 |
0% |
14,000 |
132 |
0 |
N/A |
|
|
AIZ |
Assurant Inc |
358 |
New |
$179.29 |
$14,000 |
75 |
0% |
14,000 |
75 |
0.023 |
Life & Health Insurance |
|
|
SON |
Sonoco Products Co |
374 |
New |
$58.85 |
$13,000 |
225 |
0% |
13,000 |
225 |
0 |
Paper & Paper Products |
|
|
FDLO |
Fidelity Low Volatility Fac... |
370 |
New |
$0.00 |
$13,000 |
231 |
0% |
13,000 |
231 |
0.027 |
N/A |
|
|
PHO |
Invesco Water Resource Port |
379 |
New |
$67.88 |
$13,000 |
200 |
0% |
13,000 |
200 |
0 |
Closed - End Fund - Debt |
|
|
BJ |
Bjs Wholesale Club Holdings... |
377 |
New |
$77.74 |
$13,000 |
168 |
0% |
13,000 |
168 |
0 |
N/A |
|
|
LKQ |
LKQ Corp |
388 |
New |
$44.32 |
$12,000 |
228 |
0% |
12,000 |
228 |
0 |
Auto Parts Wholesale |
|
|
SSNC |
Ss&c Technologies Holdings Inc |
386 |
New |
$63.42 |
$12,000 |
191 |
0% |
12,000 |
191 |
0 |
N/A |
|
|
DPG |
Duff & Phelps Global Utilit... |
409 |
New |
$9.95 |
$10,000 |
1,000 |
0% |
10,000 |
1,000 |
0 |
N/A |
|
|
CAG |
ConAgra Foods Inc |
412 |
New |
$30.78 |
$10,000 |
349 |
0% |
10,000 |
349 |
0 |
Food - Major Diversified |
|
|
NEM |
Newmont Mining Corp |
410 |
New |
$42.84 |
$10,000 |
268 |
0% |
10,000 |
268 |
0 |
Gold |
|
|
BDJ |
Blackrock Enhanced Dividend... |
425 |
New |
$8.26 |
$8,000 |
1,000 |
0% |
8,000 |
1,000 |
0 |
Closed - End Fund - E... |
|
|
ACN |
Accenture Plc |
449 |
New |
$306.61 |
$7,000 |
21 |
0% |
7,000 |
21 |
0 |
Management Services |
|
|
PEAK |
Healthpeak Properties |
443 |
New |
$35.78 |
$7,000 |
363 |
0% |
7,000 |
363 |
0 |
REIT - Healthcare Fac... |
|
|
GVI |
iShares Barclays Interm Gov... |
447 |
New |
$0.00 |
$7,000 |
70 |
0% |
7,000 |
70 |
0 |
Closed - End Fund - E... |
|
|
CNXC |
Concentrix Corp |
446 |
New |
$60.24 |
$7,000 |
100 |
0% |
7,000 |
100 |
0 |
N/A |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
438 |
New |
$34.07 |
$7,000 |
229 |
0% |
7,000 |
229 |
0 |
Closed - End Fund - E... |
|
|
CART |
Maplebear Inc. |
436 |
New |
$36.09 |
$7,000 |
200 |
0% |
7,000 |
200 |
0 |
N/A |
|
|
XLE |
SPDR Energy Sector |
441 |
New |
$94.35 |
$7,000 |
75 |
0% |
7,000 |
75 |
0 |
Closed - End Fund - E... |
|
|
BE |
Bloom Energy Corp |
450 |
New |
$11.74 |
$7,000 |
579 |
0% |
7,000 |
579 |
0 |
N/A |
|
|
ETE |
Energy Transfer Equity LP |
467 |
New |
$16.23 |
$6,000 |
384 |
0% |
6,000 |
384 |
0 |
Oil & Gas Pipelines &... |
|
|
HYG |
iShares iBoxx $ High Yield ... |
455 |
New |
$77.02 |
$6,000 |
73 |
0% |
6,000 |
73 |
0 |
Closed - End Fund - E... |
|
|
WFC.PL |
Wells Fargo & Co. Prfd L |
459 |
New |
$1,165.59 |
$6,000 |
5 |
0% |
6,000 |
5 |
0 |
N/A |
|
|
BAC.PL |
Bank of America Corporation... |
464 |
New |
$1,166.49 |
$6,000 |
5 |
0% |
6,000 |
5 |
0 |
N/A |
|
|
IEI |
iShares Barclays 3-7 Year T... |
457 |
New |
$114.58 |
$6,000 |
56 |
0% |
6,000 |
56 |
0 |
Closed - End Fund - E... |
|
|
PB |
Prosperity Bancshares Inc |
474 |
New |
$63.49 |
$5,000 |
75 |
0% |
5,000 |
75 |
0 |
Domestic Regional Banks |
|
|
BIGZ |
Blackrock Innovation & Grow... |
478 |
New |
$0.00 |
$5,000 |
600 |
0% |
5,000 |
600 |
0 |
N/A |
|
|
EFAV |
Ishares Msci Eafe Minimum V... |
489 |
New |
$0.00 |
$4,000 |
62 |
0% |
4,000 |
62 |
0 |
N/A |
|
|
RGA |
Reinsurance Group of Americ... |
495 |
New |
$205.02 |
$3,000 |
14 |
0% |
3,000 |
14 |
0 |
Life & Health Insurance |
|
|
HE |
Hawaiian Electric Industrie... |
507 |
New |
$10.24 |
$3,000 |
305 |
0% |
3,000 |
305 |
0 |
Electric Utilities |
|
|
JWN |
Nordstrom Inc |
498 |
New |
$20.29 |
$3,000 |
139 |
0% |
3,000 |
139 |
0 |
Apparel Stores |
|
|
ARKF |
Ark Fintech Innovation Etf |
497 |
New |
$0.00 |
$3,000 |
100 |
0% |
3,000 |
100 |
0 |
N/A |
|
|
ELAN |
Elanco Animal Health Inc |
494 |
New |
$17.20 |
$3,000 |
167 |
0% |
3,000 |
167 |
0.01 |
N/A |
|
|
BBT |
Truist Financial Corp |
504 |
New |
$35.64 |
$3,000 |
68 |
0% |
3,000 |
68 |
0 |
Domestic Regional Banks |
|
|
AONC |
American Oncology Network C... |
535 |
New |
$0.00 |
$2,000 |
334 |
0% |
2,000 |
334 |
0 |
N/A |
|
|
LAC |
Lithium Americas Corp |
523 |
New |
$4.45 |
$2,000 |
321 |
0% |
2,000 |
321 |
0 |
N/A |
|
|
GSK |
GlaxoSmithKline Plc (ADR) |
520 |
New |
$40.41 |
$2,000 |
55 |
0% |
2,000 |
55 |
0 |
Drug Manufacturers - ... |
|
|
M |
Macys Inc |
529 |
New |
$19.45 |
$2,000 |
111 |
0% |
2,000 |
111 |
0 |
Department Stores |
|
|
HLN |
Haleon plc |
540 |
New |
$8.26 |
$2,000 |
195 |
0% |
2,000 |
195 |
0 |
N/A |
|
|
BUD |
Anheuser-Busch InBev SA |
534 |
New |
$63.49 |
$2,000 |
34 |
0% |
2,000 |
34 |
0 |
Beverage - Brewers |
|
|
APTV |
Aptiv PLC |
515 |
New |
$74.95 |
$2,000 |
21 |
0% |
2,000 |
21 |
0 |
Auto Parts |
|
|
JIRE |
Jpmorgan International Rese... |
519 |
New |
$0.00 |
$2,000 |
28 |
0% |
2,000 |
28 |
0 |
N/A |
|
|
DEO |
Diageo Plc (ADR) |
526 |
New |
$142.84 |
$2,000 |
11 |
0% |
2,000 |
11 |
0 |
Beverage - Brewers |
|
|
IFF |
International Flavors & Fra... |
525 |
New |
$97.06 |
$2,000 |
18 |
0% |
2,000 |
18 |
0 |
Specialty Chemicals |
|
|
AL |
Air Lease Corp |
537 |
New |
$49.78 |
$2,000 |
34 |
0% |
2,000 |
34 |
0 |
Rental & Leasing Serv... |
|
|
EXPD |
Expeditors International of... |
511 |
New |
$117.03 |
$2,000 |
17 |
0% |
2,000 |
17 |
0 |
AirDelivery & Freight... |
|
|
CRON |
Cronus Corp |
572 |
New |
$2.85 |
$1,000 |
200 |
0% |
1,000 |
200 |
0 |
N/A |
|
|
VMC |
Vulcan Materials Co |
562 |
New |
$270.69 |
$1,000 |
3 |
0% |
1,000 |
3 |
0 |
General Building Mate... |
|
|
CHTR |
Charter Communications Inc |
543 |
New |
$263.93 |
$1,000 |
5 |
0% |
1,000 |
5 |
0 |
CATV Systems |
|
|
WPM |
Wheaton Precious Metals Corp |
561 |
New |
$55.78 |
$1,000 |
22 |
0% |
1,000 |
22 |
0 |
Silver |
|
|
SSYS |
Stratasys Inc |
565 |
New |
$9.47 |
$1,000 |
122 |
0% |
1,000 |
122 |
0 |
Computer Peripherals |
|
|
ROP |
Roper Industries Inc |
542 |
New |
$523.33 |
$1,000 |
1 |
0% |
1,000 |
1 |
0 |
Diversified Machinery |
|
|
CF |
CF Industries Holdings Inc |
576 |
New |
$74.29 |
$1,000 |
6 |
0% |
1,000 |
6 |
0 |
Basic Materials Whole... |
|
|
TDG |
Transdigm Group Inc |
556 |
New |
$1,318.86 |
$1,000 |
1 |
0% |
1,000 |
1 |
0 |
Aerospace/Defense Pro... |
|
|
CLF |
Cleveland-Cliffs Inc |
575 |
New |
$17.45 |
$1,000 |
56 |
0% |
1,000 |
56 |
0 |
Steel & Iron |
|
|
KVUE |
Kenvue Inc. |
554 |
New |
$20.54 |
$1,000 |
56 |
0% |
1,000 |
56 |
0 |
N/A |
|
|
TCK |
Teck Resources Ltd |
549 |
New |
$51.32 |
$1,000 |
17 |
0% |
1,000 |
17 |
0 |
Industrial Metals & M... |
|
|
TLRY |
Tilray Inc |
598 |
New |
$1.98 |
$0 |
167 |
0% |
0 |
167 |
0 |
N/A |
|
|
JAZZ |
Jazz Pharmaceuticals Inc |
590 |
New |
$109.27 |
$0 |
1 |
0% |
0 |
1 |
0 |
Biotechnology |
|
|
OGI |
Organigram Holdings |
589 |
New |
$1.80 |
$0 |
50 |
0% |
0 |
50 |
0 |
N/A |
|
|
IHRT |
iHeartMedia, Inc |
593 |
New |
$1.38 |
$0 |
167 |
0% |
0 |
167 |
0 |
Broadcasting - TV |
|
|
MJ |
Amplify Alternative Harvest... |
609 |
New |
$4.18 |
$0 |
25 |
0% |
0 |
25 |
0 |
N/A |
|
|
ECL |
Ecolab Inc |
613 |
New |
$233.58 |
$0 |
1 |
0% |
0 |
1 |
0 |
Cleaning Products |
|
|
ILMN |
Illumina Inc |
616 |
New |
$111.35 |
$0 |
3 |
0% |
0 |
3 |
0 |
Scientific & Technica... |
|
|
AA |
Alcoa Upstream Corp |
586 |
New |
$37.36 |
$0 |
11 |
0% |
0 |
11 |
0 |
N/A |
|
|
LW |
Lamb Weston Holdings, Inc. |
594 |
New |
$83.83 |
$0 |
3 |
0% |
0 |
3 |
0 |
N/A |
|
