The Analysis of CFC Planning Co LLC's Holdings
Currently, CFC Planning Co LLC holds 71 types of securities in its portfolio with a total value $130.0M. In the most recent quarter, they have increased their positions in N/A (+2.7K shares, valued at $1.7M), AAPL (+4.1K shares, valued at $1.1M), XLB (+24.2K shares, valued at $1.1M); decreased their positions in AMZN (-2.9K shares, valued at $671.2K), XLC (-2.6K shares, valued at $301.0K), AXP (-813 shares, valued at $300.8K); initiated new positions in MNST (+12.8K shares, valued at $983.5K), MPWR (+1.0K shares, valued at $911.8K), N/A (+20.9K shares, valued at $610.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC42.9K shares10.53%2025-12-312026-01-30
CSCO CISCO SYS INC99.4K shares7.28%2025-12-312026-01-30 AXP AMERICAN EXPRESS CO17.5K shares-4.44%2025-12-312026-01-30 DIS DISNEY WALT CO51.1K shares7.27%2025-12-312026-01-30 SCCO SOUTHERN COPPER CORP33.3K shares2.20%2025-12-312026-01-30 UNH UNITEDHEALTH GROUP INC13.5K shares5.72%2025-12-312026-01-30 PM PHILIP MORRIS INTL INC27.6K shares11.30%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON19.4K shares0.11%2025-12-312026-01-30 CAT CATERPILLAR INC6.6K shares3.97%2025-12-312026-01-30 MO ALTRIA GROUP INC57.6K shares12.06%2025-12-312026-01-30 KO COCA COLA CO46.6K shares3.85%2025-12-312026-01-30 IBM INTERNATIONAL BUSINESS MACHS10.1K shares13.12%2025-12-312026-01-30 CRM SALESFORCE INC11.2K shares6.53%2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR4.3K shares14.00%2025-12-312026-01-30 TXN TEXAS INSTRS INC17.0K shares9.83%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.9.1K shares0.00%2025-12-312026-01-30 V VISA INC8.2K shares16.37%2025-12-312026-01-30 COP CONOCOPHILLIPS29.5K shares5.85%2025-12-312026-01-30 SECT NORTHERN LTS FD TR IV39.5K shares-0.56%2025-12-312026-01-30 XLC SELECT SECTOR SPDR TR20.9K shares-10.90%2025-12-312026-01-30 XLF SELECT SECTOR SPDR TR44.3K shares-9.79%2025-12-312026-01-30 XLB SELECT SECTOR SPDR TR52.9K shares84.46%2025-12-312026-01-30 XLK SELECT SECTOR SPDR TR16.6K shares75.95%2025-12-312026-01-30 XLI SELECT SECTOR SPDR TR15.3K shares-9.30%2025-12-312026-01-30 EOG EOG RES INC20.3K shares8.33%2025-12-312026-01-30 UPS UNITED PARCEL SERVICE INC18.4K shares4.91%2025-12-312026-01-30 NVDA NVIDIA CORPORATION8.2K shares26.05%2025-12-312026-01-30 LLY ELI LILLY & CO1.3K shares2.20%2025-12-312026-01-30 MGV VANGUARD WORLD FD7.7K shares85.55%2025-12-312026-01-30 VO VANGUARD INDEX FDS3.7K shares76.59%2025-12-312026-01-30 META META PLATFORMS INC1.6K shares64.40%2025-12-312026-01-30 TSLA TESLA INC2.3K shares714.98%2025-12-312026-01-30 EXPE EXPEDIA GROUP INC3.7K shares16.70%2025-12-312026-01-30 MNST MONSTER BEVERAGE CORP NEW12.8K sharesnew addition2025-12-312026-01-30 FTNT FORTINET INC11.7K shares68.46%2025-12-312026-01-30 IDXX IDEXX LABS INC1.4K shares41.44%2025-12-312026-01-30 MPWR MONOLITHIC PWR SYS INC1.0K sharesnew addition2025-12-312026-01-30 DAUG FIRST TR EXCHNG TRADED FD VI20.1K shares-3.74%2025-12-312026-01-30 DAPR FIRST TR EXCHNG TRADED FD VI22.2K shares-3.33%2025-12-312026-01-30 DDEC FIRST TR EXCHNG TRADED FD VI19.3K shares-3.20%2025-12-312026-01-30 SCHA SCHWAB STRATEGIC TR30.2K shares90.11%2025-12-312026-01-30 NOBL PROSHARES TR7.4K shares28.64%2025-12-312026-01-30 GABC GERMAN AMERN BANCORP INC18.9K shares0.00%2025-12-312026-01-30 MSFT MICROSOFT CORP1.1K shares11.59%2025-12-312026-01-30 VXUS VANGUARD STAR FDS5.5K shares0.84%2025-12-312026-01-30 VCSH VANGUARD SCOTTSDALE FDS4.4K shares0.00%2025-12-312026-01-30 EPAM EPAM SYS INC1.6K shares-29.56%2025-12-312026-01-30 HPE HEWLETT PACKARD ENTERPRISE C12.9K shares-14.63%2025-12-312026-01-30 ALPHABET INC ALPHABET INC940 shares-27.30%2025-12-312026-01-30 DFEB FIRST TR EXCHNG TRADED FD VI5.9K shares-0.14%2025-12-312026-01-30 HD HOME DEPOT INC784 shares-1.75%2025-12-312026-01-30 CIEN CIENA CORP1.1K sharesnew addition2025-12-312026-01-30 CTSH COGNIZANT TECHNOLOGY SOLUTIO3.1K sharesnew addition2025-12-312026-01-30 LNT ALLIANT ENERGY CORP3.9K shares-23.36%2025-12-312026-01-30 BXP BXP INC3.7K shares-27.69%2025-12-312026-01-30 AMZN AMAZON COM INC1.1K shares-72.74%2025-12-312026-01-30 KLAC KLA CORP201 sharesnew addition2025-12-312026-01-30 ADBE ADOBE INC690 sharesnew addition2025-12-312026-01-30 TCHP T ROWE PRICE ETF INC4.8K shares12.24%2025-12-312026-01-30 QCOM QUALCOMM INC1.4K sharesnew addition2025-12-312026-01-30 WDC WESTERN DIGITAL CORP1.4K sharesnew addition2025-12-312026-01-30 UI UBIQUITI INC415 shares10.08%2025-12-312026-01-30 FVD FIRST TR EXCHANGE-TRADED FD4.9K shares0.00%2025-12-312026-01-30 AMKR AMKOR TECHNOLOGY INC5.7K shares-36.19%2025-12-312026-01-30 INVESCO QQQ TR INVESCO QQQ TR337 sharesnew addition2025-12-312026-01-30 TRMB TRIMBLE INC2.6K shares-30.83%2025-12-312026-01-30 ADT ADT INC DEL21.1K sharesnew addition2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR2.5K shares-28.57%2025-12-312026-01-30