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  Name: Consolidated Planning Corp
  City: Atlanta
  State: GA
  Zip: 30361
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $584,807,000
  Total Value Change : $47,828,000
  Securities Held Change : 13
   
All Securities Held : 182
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Closed 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
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) Closed $40.41 $0 0 0% -264,000 -7,134 0    Drug Manufacturers - ...
   (PFE)1 Year Chart         PFE Pfizer Inc Closed $28.27 $0 0 0% -282,000 -9,782 0    Drug Manufacturers - ...
   (MO)1 Year Chart         MO Altria Group Inc Closed $44.29 $0 0 0% -253,000 -6,273 0    Cigarettes & Other To...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp Closed $471.61 $0 0 0% -237,000 -507 0    Aerospace/Defense - M...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc Closed $180.55 $0 0 0% -272,000 -1,878 0    Communication Equipment
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp Closed $63.68 $0 0 0% -210,000 -3,511 0    Independent Oil & Gas
   (APD)1 Year Chart         APD Air Products & Chemicals Inc Closed $246.27 $0 0 0% -3,477,000 -12,699 0    Diversified Chemicals
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... Closed $81.28 $0 0 0% -1,338,000 -16,304 0    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond Closed $96.26 $0 0 0% -225,000 -2,265 0    Closed - End Fund - E...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. Closed $313.76 $0 0 0% -318,000 -1,247 0    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... Closed $0.00 $0 0 0% -335,000 -6,673 0    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc Closed $307.31 $0 0 0% -210,000 -728 0    Biotechnology
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx Closed $128.99 $0 0 0% -206,000 -1,648 0    Closed - End Fund - E...
   (AIT)1 Year Chart         AIT Applied Industrial Technolo... Closed $193.87 $0 0 0% -209,000 -1,209 0    Industrial Equipment ...
      14 Records Found
  1    
Page 1 of 1
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