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Center for Financial Planning, Inc.

Q1 2023 Holdings

Filed 2023-05-02 | 543 holdings | $433.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Listed FD TR(BETZ)ROUNDHILL SPORTS53656F789$2.8K1750.0%
Cognex Corp(CGNX)COM192422103$3.0K600.0%
Western Digital Corp.(WDC)COM958102105$3.0K800.0%
PG&E Corp(PCG)COM69331C108$3.2K2000.0%
America Movil SAB de CV(AMX)SPON ADS RP CL B02390A101$3.4K1600.0%
Freeport-Mcmoran Inc(FCX)CL B35671D857$3.5K860.0%
Opendoor Technologies Inc(OPEN)COM683712103$3.5K2,0000.0%
NIO Inc(NIO)SPON ADS62914V106$3.7K3550.0%
Ishares TR(EFAV)MSCI EAFE MIN VL46429B689$3.8K560.0%
Cerence Inc(CRNC)COM156727109$3.9K1390.0%
Ameriprise Finl Inc(AMP)COM03076C106$4.0K130.0%
Global X FDS(URA)GLOBAL X URANIUM37954Y871$4.0K2000.0%
Kraft Heinz Co(KHC)COM500754106$4.0K1040.0%
Woodside Energy Group LTD(WOP)SPONSORED ADR980228308$4.0K1800.0%
Kyndryl Hldgs Inc(KD)COMMON STOCK50155Q100$4.1K2770.0%
Cameco Corp(CCJ)COM13321L108$4.6K1750.0%
Suncor Energy Inc New(SU)COM867224107$4.7K1500.0%
Axogen Inc(AXGN)COM05463X106$4.7K5000.0%
ETF SER SolutionsDEFIANCE NEXT26922B600$4.9K5000.0%
Kroger Co(KR)COM501044101$4.9K1000.0%
Spotify Technology S A(SPOT)SHSL8681T102$4.9K370.0%
Valero Energy Corp(VLO)COM91913Y100$5.0K360.0%
First TR Exchange-Traded FD(FTSL)SENIOR LN FD33738D309$5.1K1130.0%
BRC Inc(BRCC)COM CL A05601U105$5.1K1,0000.0%
American Intl Group Inc(AIG)COM NEW026874784$5.3K1050.0%
Ishares Inc(EWC)MSCI CDA ETF464286509$5.3K1560.0%
Sanofi(SNY)SPONSORED ADR80105N105$5.4K1000.0%
Prudential Finl Inc(PRU)COM744320102$5.5K670.0%
Piedmont Office Realty TR in(PDM)COM CL A720190206$5.5K7560.0%
LI Auto Inc(LI)SPONSORED ADS50202M102$5.6K2250.0%
Align Technology Inc(ALGN)COM016255101$5.7K170.0%
Block Inc(XYZ)CL A852234103$5.8K850.0%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$6.1K260.0%
Cloudflare Inc(NET)CL A COM18915M107$6.2K1000.0%
Carnival Corp(CCL)COMMON STOCK143658300$6.2K6090.0%
Deere & Co(DE)COM244199105$6.2K150.0%
Select Sector Spdr TR(XLB)SBI MATERIALS81369Y100$6.2K770.0%
Snap Inc(SNAP)CL A83304A106$6.3K5600.0%
Oneok Inc New(OKE)COM682680103$6.4K1000.0%
Invesco Exchange Traded FD T(PBW)WILDERHIL CLAN46137V134$6.5K1600.0%
Centene Corp del(CNC)COM15135B101$6.7K1060.0%
Seagate Technology Hldngs PL(STX)ORD SHSG7997R103$6.8K1030.0%
Globalfoundries Inc(GFS)ORDINARY SHARESG39387108$7.2K1000.0%
Electronic Arts Inc(EA)COM285512109$7.2K600.0%
Verisk Analytics Inc(VRSK)COM92345Y106$7.3K380.0%
Ishares TR(ESML)ESG AWARE MSCI46435U663$7.4K2180.0%
Principal Financial Group in(PFG)COM74251V102$7.4K1000.0%
First TR Exchange-Traded FD(FTCS)CAP STRENGTH ETF33733E104$7.4K1020.0%
Goldman Sachs Group Inc(GS)COM38141G104$7.5K230.0%
Autoliv Inc(ALV)COM052800109$7.7K820.0%
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