$102 Million is the total value of Consolidated Planning Corp's 41 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $773,000 | +13.3% | 6,600 | 0.0% | 0.76% | -11.4% | |
| GPN | GLOBAL PMTS INC | $757,000 | +17.5% | 4,464 | 0.0% | 0.74% | -8.2% | |
| HUBB | HUBBELL INC | $339,000 | +9.4% | 2,706 | 0.0% | 0.33% | -14.7% | |
| AVGO | BROADCOM INC | $273,000 | +32.5% | 868 | 0.0% | 0.27% | +3.9% | |
| VOO | VANGUARD INDEX FDS | $262,000 | +19.6% | 926 | 0.0% | 0.26% | -6.5% | |
| LMT | LOCKHEED MARTIN CORP | $214,000 | +7.0% | 589 | 0.0% | 0.21% | -16.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q2 2024 | 52.7% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 7.0% |
| APPLE INC | 19 | Q2 2024 | 4.0% |
| ISHARES TR | 19 | Q2 2024 | 4.1% |
| WISDOMTREE TR | 19 | Q2 2024 | 5.0% |
| MICROSOFT CORP | 19 | Q2 2024 | 4.6% |
| HOME DEPOT INC | 19 | Q2 2024 | 3.8% |
| ISHARES TR | 19 | Q2 2024 | 3.5% |
| ISHARES TR | 19 | Q2 2024 | 2.6% |
| COCA COLA CO | 19 | Q2 2024 | 2.2% |
View Consolidated Planning Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-07 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-12 |
View Consolidated Planning Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.