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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 : 17     View All Holdings Currently Viewing:  Unchanged 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
   (NFLX)1 Year Chart         NFLX Netflix Inc - $609.47 $906,000 1,491 % 180,000 0 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $519.81 $548,000 1,042 % 50,000 0 0    N/A
   (PDP)1 Year Chart         PDP Invesco DWA Momentum ETF - $95.53 $436,000 4,415 % 59,000 0 0    N/A
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... - $0.00 $372,000 3,672 % 22,000 0 0    N/A
   (AXP)1 Year Chart         AXP American Express Co - $236.24 $322,000 1,413 % 57,000 0 0    N/A
   (CSX)1 Year Chart         CSX CSX Corp - $34.22 $316,000 8,513 % 21,000 0 0    N/A
   (PAYX)1 Year Chart         PAYX Paychex Inc - $121.19 $302,000 2,458 % 9,000 0 0    N/A
   (AFL)1 Year Chart         AFL AFLAC Inc - $84.83 $301,000 3,500 % 12,000 0 0    N/A
   (WY)1 Year Chart         WY Weyerhaeuser Co - $30.73 $285,000 7,932 % 9,000 0 0    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS - $342.82 $284,000 824 % 28,000 0 0    N/A
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... - $277.92 $253,000 883 % 24,000 0 0.002    Closed - End Fund - E...
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL - $115.11 $247,000 2,090 % 9,000 0 0    N/A
   (AB)1 Year Chart         AB AllianceBernstein - $32.34 $245,000 7,051 % 26,000 0 0    N/A
   (GPN)1 Year Chart         GPN Global Payments Inc - $127.47 $244,000 1,828 % 12,000 0 0    N/A
   (PINS)1 Year Chart         PINS Pinterest, Inc. - $42.64 $239,000 6,903 % -17,000 0 0    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD - $79.58 $239,000 2,993 % 13,000 0 0    N/A
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... - $6.20 $63,000 10,546 % 3,000 0 0    N/A
      17 Records Found
  1    
Page 1 of 1
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