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