• 13F History

Consolidated Planning Corp

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$735M
Signature - Title
Gregory Phillips - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Consolidated Planning Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Consolidated Planning Corp reported 197 stock holdings with total value $735M as of Q4 2024. Top holdings included TCAF, CGXU, HELO, DIVO, and MGMT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 197 $735M +$116M -$45.7M +$69.9M TCAF, CGXU, HELO, DIVO, MGMT 13F-HR 1/29/2025, 04:35 PM
Q3 2024 197 $672M +$92.2M -$52.8M +$39.4M TCAF, CGXU, GOVZ, HELO, DIVO 13F-HR 10/31/2024, 03:51 PM
Q2 2024 184 $606M +$132M -$111M +$21.8M TCAF, CGXU, GOVZ, DIVO, HELO 13F-HR 8/2/2024, 04:36 PM
Q1 2024 182 $585M +$93.4M -$85.7M +$7.73M TLT, TCAF, CGXU, DIVO, MGMT 13F-HR 5/2/2024, 11:28 AM
Q4 2023 168 $536M +$98M -$56.1M +$41.9M DIVO, TLT, CGXU, VTI, MSFT 13F-HR 2/2/2024, 05:37 PM
Q3 2023 173 $451M +$52.3M -$51.7M +$570K DIVO, CGXU, VTI, MSFT, MGMT 13F-HR 11/8/2023, 11:49 AM
Q2 2023 174 $474M +$117M -$48M +$68.9M DIVO, CGXU, VTI, MSFT, AAPL 13F-HR 8/14/2023, 05:20 PM
Q1 2023 120 $386M +$45M -$20.6M +$24.4M DIVO, VTI, CGXU, MSFT, HD 13F-HR 5/4/2023, 01:53 PM
Q4 2022 118 $361M +$53.8M -$24.5M +$29.2M DIVO, VTI, CGXU, MSFT, HD 13F-HR 2/10/2023, 04:53 PM
Q3 2022 112 $320M +$73.6M -$36.8M +$36.8M DIVO, VTI, CGXU, MSFT, AAPL 13F-HR 11/4/2022, 03:25 PM
Q2 2022 117 $320M +$202M -$727K +$201M VTI, MSFT, HD, TLT, AAPL 13F-HR 8/12/2022, 04:47 PM
Q1 2022 61 $144M +$2.66M -$3.43M -$766K VTI, FNDX, MTUM, EZM, AAPL 13F-HR 5/2/2022, 06:02 PM
Q4 2021 63 $155M +$4.21M -$1.3M +$2.92M VTI, FNDX, MTUM, EZM, AAPL 13F-HR 2/10/2022, 06:35 PM
Q3 2021 436 $154M +$19.8M -$301K +$19.5M VTI, FNDX, MTUM, EZM, IJR 13F-HR 11/17/2021, 02:33 PM
Q2 2021 59 $135M +$4.4M -$35.7M -$31.3M VTI, FNDX, IJR, MTUM, EZM 13F-HR 7/26/2021, 10:31 AM
Q1 2021 56 $157M +$11.2M -$14M -$2.8M VTI, TLT, FNDX, IJR, MTUM 13F-HR 5/5/2021, 04:50 PM
Q4 2020 53 $153M +$15.2M -$10.1M +$5.15M VTI, TLT, SPTL, FNDX, MTUM 13F-HR 2/5/2021, 04:03 PM
Q3 2020 46 $134M +$28.2M -$1.52M +$26.7M VTI, TLT, FNDX, MTUM, IWF 13F-HR 11/10/2020, 04:08 PM
Q2 2020 41 $102M +$7.01M -$1.1M +$5.91M VTI, FNDX, AAPL, MTUM, IWF 13F-HR 8/10/2020, 05:20 PM
Q1 2020 37 $79.7M +$6.01M -$3.38M +$2.63M VTI, FNDX, IWF, MTUM, AAPL 13F-HR 5/12/2020, 02:31 PM
Q4 2019 44 $101M VTI, FNDX, RWJ, EZM, IWF 13F-HR 4/29/2020, 03:23 PM