Consolidated Planning Corp Top Holdings and 13F Report (2026) About Consolidated Planning CorpInvestment ActivityConsolidated Planning Corp has $735.15 million in total holdings as of September 30, 2026.Consolidated Planning Corp owns shares of 185 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 13.01% of the portfolio was purchased this quarter.About 11.79% of the portfolio was sold this quarter.This quarter, Consolidated Planning Corp has purchased 159 new stocks and bought additional shares in 77 stocks.Consolidated Planning Corp sold shares of 52 stocks and completely divested from 14 stocks this quarter.Largest Holdings T. Rowe Price Capital Appreciation Equity ETF $75,874,274Avantis U.S. Equity ETF $64,127,727Amplify CWP Enhanced Dividend Income ETF $60,497,645Amplify CWP International Enhanced Dividend Income ETF $52,545,343Capital Group International Focus Equity ETF $38,155,374 Largest New Holdings this Quarter 635906100 - National HealthCare $3,532,574 Holding053807103 - Avnet $3,493,081 Holding882508104 - Texas Instruments $3,063,905 Holding537008104 - Littelfuse $2,943,740 Holding034164103 - Andersons $2,905,977 Holding Largest Purchases this Quarter Apple 15,856 shares (about $5.28M)National HealthCare 16,093 shares (about $3.53M)Caterpillar 4,329 shares (about $3.51M)Analog Devices 8,806 shares (about $3.49M)Avnet 34,948 shares (about $3.49M) Largest Sales this Quarter BANK OF NY MELLON CORP 20,288 shares (about $2.93M)Philip Morris International 14,266 shares (about $2.72M)Abbott Laboratories 26,956 shares (about $2.66M)Hartford Schroders Tax-Aware Bond ETF 140,491 shares (about $2.51M)Broadcom 6,980 shares (about $2.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofConsolidated Planning Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTCAFT. Rowe Price Capital Appreciation Equity ETF$75,874,274$881,330 ▼-1.1%1,794,99110.3%ETFAVUSAvantis U.S. Equity ETF$64,127,727$990,392 ▲1.6%500,6468.7%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$60,497,645$1,436,216 ▲2.4%1,301,3048.2%ETFIDVOAmplify CWP International Enhanced Dividend Income ETF$52,545,343$338,343 ▲0.6%1,264,9347.1%ETFCGXUCapital Group International Focus Equity ETF$38,155,374$2,259,402 ▲6.3%1,112,7265.2%ETFHTABHartford Schroders Tax-Aware Bond ETF$35,942,464$2,513,384 ▼-6.5%2,009,0814.9%ETFMGMTBallast Small/Mid Cap ETF$33,588,671$354,075 ▲1.1%692,4074.6%ETFFNDXSchwab Fundamental U.S. Large Company ETF$25,751,266$336,131 ▼-1.3%818,2803.5%ETFEZMWisdomTree U.S. MidCap Fund$19,442,530$265,355 ▲1.4%271,3922.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$18,724,773$46,332 ▲0.2%59,0052.5%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$18,258,090$149,658 ▲0.8%324,7612.5%ETFAAPLApple$17,606,919$5,280,411 ▲42.8%52,8702.4%TechnologyIWFiShares Russell 1000 Growth ETF$7,567,833$1,696,146 ▲28.9%60,4171.0%ETFFIXComfort Systems USA$7,199,273$1,636,048 ▼-18.5%4,3521.0%IndustrialsVZVerizon Communications$7,130,774$1,354,818 ▲23.5%155,4561.0%Communication ServicesADIAnalog Devices$6,918,342$3,493,487 ▲102.0%17,4390.9%TechnologyAMZNAmazon.com$6,630,131$1,109,714 ▲20.1%26,6110.9%Consumer DiscretionaryLAM RESEARCH CORP$6,548,606$2,846,906 ▲76.9%19,9340.9%COM NEWKLACKLA$6,327,266$2,671,920 ▲73.1%32,4590.9%TechnologyCSCOCisco Systems$6,004,719$891,936 ▼-12.9%55,7900.8%TechnologyNXSTNexstar Media Group$5,899,347$1,461,386 ▲32.9%36,5130.8%Communication ServicesIJRiShares Core S&P Small-Cap ETF$5,826,003$184,061 ▼-3.1%42,8260.8%ETFMSMorgan Stanley$5,558,637$2,528,141 ▲83.4%29,5550.8%FinanceJNJJohnson & Johnson$5,444,060$671,109 ▲14.1%20,5640.7%HealthcareMSFTMicrosoft$5,441,789$2,326,993 ▼-30.0%10,6100.7%TechnologyDFUSDimensional U.S. Equity ETF$5,220,511$15,194 ▼-0.3%62,8750.7%ETFSPYSPDR S&P 500 ETF Trust$4,836,726$3,813 ▲0.1%6,3420.7%ETFNVDANVIDIA$4,069,558$1,501,390 ▲58.5%17,8190.6%TechnologyCATCaterpillar$3,967,195$3,509,909 ▲767.6%4,8930.5%IndustrialsUNHUnitedHealth Group$3,892,633$3,340,895 ▲605.5%10,6040.5%HealthcareCASYCasey's General Stores$3,778,822$1,456,763 ▼-27.8%6,2100.5%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$3,672,430$186,657 ▼-4.8%23,5900.5%ETFPMPhilip Morris International$3,664,754$2,722,280 ▼-42.6%19,2050.5%Consumer StaplesCAHCardinal Health$3,571,852$2,410,160 ▼-40.3%16,0530.5%HealthcareNHCNational HealthCare$3,532,574$3,532,574 ▲New Holding16,0930.5%HealthcarePIIPolaris$3,505,050$1,826,604 ▲108.8%67,2110.5%Consumer DiscretionaryAVTAvnet$3,493,081$3,493,081 ▲New Holding34,9480.5%TechnologyAVGOBroadcom$3,440,733$2,451,395 ▼-41.6%9,7970.5%TechnologyPSXPhillips 66$3,427,240$2,912,797 ▲566.2%13,4240.5%EnergyHDHome Depot$3,373,570$120,627 ▲3.7%11,8580.5%Consumer DiscretionaryAPHAmphenol$3,290,437$41,729 ▼-1.3%39,0320.4%TechnologyBANK OF NY MELLON CORP$3,249,412$2,934,262 ▼-47.5%22,4670.4%COMGSThe Goldman Sachs Group$3,113,424$2,160,850 ▼-41.0%3,4580.4%FinanceHIIHuntington Ingalls Industries$3,064,427$825,264 ▲36.9%11,4740.4%IndustrialsTXNTexas Instruments$3,063,905$3,063,905 ▲New Holding10,9390.4%TechnologyCARETRUST REIT INC$3,000,630$218,603 ▲7.9%82,0290.4%COMSPACE EXPLORATION TECHN CORP$2,976,770$655,336 ▲28.2%19,7320.4%CLASS A COM STKLFUSLittelfuse$2,943,740$2,943,740 ▲New Holding6,9470.4%TechnologyTE CONNECTIVITY PLC$2,918,244$519,479 ▲21.7%13,8250.4%ORD SHSANDEAndersons$2,905,977$2,905,977 ▲New Holding44,2310.4%Consumer StaplesALBAlbemarle$2,893,660$1,938,133 ▲202.8%27,3550.4%MaterialsDILLARDS INC$2,803,244$449,564 ▲19.1%4,1840.4%CL ASTTState Street$2,785,060$2,785,060 ▲New Holding15,9520.4%FinanceQQQInvesco QQQ$2,775,912$13,317 ▼-0.5%3,7520.4%ETFCGNXCognex$2,759,915$2,759,915 ▲New Holding45,5060.4%TechnologyKOCoca-Cola$2,745,135$6,284 ▲0.2%31,8910.4%Consumer StaplesBENFranklin Resources$2,742,566$2,742,566 ▲New Holding85,3850.4%FinancePOWIPower Integrations$2,728,833$2,728,833 ▲New Holding52,6800.4%TechnologyMETAMeta Platforms$2,726,677$294,423 ▲12.1%3,7600.4%Communication ServicesNFGNational Fuel Gas$2,192,852$1,285,352 ▼-37.0%28,9070.3%UtilitiesSCHDSchwab US Dividend Equity ETF$2,112,819$30,643 ▼-1.4%64,9500.3%ETFVIGVanguard Dividend Appreciation ETF$1,899,744$4,433 ▲0.2%8,1430.3%ETFJPMJPMorgan Chase & Co.$1,876,496$206,441 ▲12.4%5,6720.3%FinanceBCBrunswick$1,828,563$1,828,563 ▲New Holding28,4650.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,751,290$51,289 ▲3.0%3,5170.2%FinanceLLYEli Lilly and Company$1,706,693$247,615 ▲17.0%1,4750.2%HealthcareAESAES$1,664,052$333,597 ▲25.1%111,6810.2%UtilitiesGOOGLAlphabet$1,612,703$1,587,929 ▼-49.6%4,6870.2%Communication ServicesOSEAHarbor International Compounders ETF$1,543,758$1,136,927 ▼-42.4%52,7600.2%ETFNLYAnnaly Capital Management$1,514,084$1,514,084 ▲New Holding80,1530.2%FinanceSOSouthern$1,488,388$44,927 ▲3.1%17,9560.2%UtilitiesVVisa$1,402,932$309,048 ▲28.3%3,9040.2%FinanceXLEEnergy Select Sector SPDR Fund$1,344,648$169,988 ▼-11.2%21,8640.2%ETFPWVInvesco Large Cap Value ETF$1,286,2650.0%16,8580.2%ETFEIXEdison International$1,275,120$1,275,120 ▲New Holding23,7320.2%UtilitiesXLKTechnology Select Sector SPDR Fund$1,247,7100.0%6,3740.2%ETFVOOVanguard S&P 500 ETF$1,244,641$4,205 ▼-0.3%1,7760.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,228,913$37,062 ▼-2.9%20,0610.2%ETFJ P MORGAN EXCHANGE TRADED F$1,213,016$201,737 ▼-14.3%25,6990.2%SUST MUNI IN ETFJEPIJPMorgan Equity Premium Income ETF$1,161,162$90,345 ▼-7.2%20,6540.2%ETFCGUSCapital Group Core Equity ETF$1,115,396$1,115,396 ▲New Holding25,0650.2%ETFNFLXNetflix$1,074,315$29,919 ▲2.9%15,4400.1%Communication ServicesCOWZPacer US Cash Cows 100 ETF$1,069,945$1,069,945 ▲New Holding16,0270.1%ETFFNDFSchwab Fundamental International Equity ETF$1,024,527$18,759 ▼-1.8%19,0610.1%ETFWALMART INC$946,250$649,677 ▲219.1%9,1060.1%COMVUGVanguard Growth ETF$887,374$450,715 ▲103.2%9,8480.1%ETFSPLGSPDR Portfolio S&P 500 ETF$882,6100.0%9,8330.1%ETFRJFRaymond James Financial$864,053$13,274 ▲1.6%5,4680.1%FinanceFDVVFidelity High Dividend ETF$851,136$35,102 ▼-4.0%14,0150.1%ETFDONWisdomTree U.S. MidCap Dividend Fund$798,382$8,416 ▼-1.0%14,7990.1%ETFISHARES TR$779,6660.0%22,3400.1%TOP 20 U S ETFIEFAiShares Core MSCI EAFE ETF$764,964$50,087 ▲7.0%7,8960.1%ETFTSLATesla$758,584$30,159 ▲4.1%2,1380.1%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$756,266$103,320 ▼-12.0%10,5110.1%ETFABBVAbbVie$736,042$290,336 ▲65.1%2,8140.1%HealthcareSPMOInvesco S&P 500 Momentum ETF$734,727$734,727 ▲New Holding4,8470.1%ETFVVVanguard Large-Cap ETF$731,496$731,496 ▲New Holding2,0790.1%ETFJ P MORGAN EXCHANGE TRADED F$725,290$593,457 ▼-45.0%10,4860.1%HEDG EQU LAD ETFVXUSVanguard Total International Stock ETF$657,590$657,590 ▲New Holding7,7400.1%ETFMAMastercard$654,595$654,595 ▲New Holding1,1870.1%FinanceShowing largest 100 holdings. 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