CFC Planning Co LLC
- SEC CIK
- 0001854428
- Latest filing
- Aug 5, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 30, 2025. Long positions only.
- Positions
- 61
- No filing for Q3 2024
- Portfolio value
- $93.4M
- No filing for Q3 2024
CFC Planning Co LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JEFJefferies Financial Group Inc. | COM | 2,640 | $207.0K | 0.2% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 4,877 | $212.8K | 0.2% | – | – | – |
| LNTAlliant Energy Corp | Stock | 3,703 | $219.0K | 0.2% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,989 | $232.5K | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 401 | $235.3K | 0.3% | – | – | History |
| DAYDayforce, Inc. | COM | 3,363 | $244.3K | 0.3% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 491 | $248.4K | 0.3% | – | – | History |
| AEEAmeren Corp | COM | 2,787 | $248.4K | 0.3% | – | – | History |
| TRMBTrimble Inc. | COM | 3,880 | $274.2K | 0.3% | – | – | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,372 | $296.3K | 0.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,177 | $300.4K | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 811 | $315.5K | 0.3% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,213 | $366.1K | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,393 | $367.9K | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 927 | $390.8K | 0.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,789 | $429.0K | 0.5% | – | – | History |
| BXPBXP, Inc. | COM | 5,810 | $432.0K | 0.5% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 21,525 | $459.6K | 0.5% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 2,594 | $472.0K | 0.5% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 2,157 | $476.1K | 0.5% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 1,177 | $486.6K | 0.5% | – | – | History |
| MPWRMonolithic Power Systems, Inc. | COM | 864 | $511.2K | 0.5% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 2,891 | $538.7K | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 937 | $548.6K | 0.6% | – | – | History |
| LRCXLam Research Corp | Stock | 8,604 | $621.5K | 0.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,417 | $749.7K | 0.8% | – | – | History |
| GABCGerman American Bancorp, Inc. | Stock | 18,931 | $761.4K | 0.8% | – | – | History |
| NVDANVIDIA Corp | Stock | 6,079 | $816.4K | 0.9% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,149 | $887.7K | 1.0% | – | – | History |
| PFEPfizer Inc | Stock | 41,041 | $1.09M | 1.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,534 | $1.37M | 1.5% | – | – | – |
| CVXChevron Corp | Stock | 10,042 | $1.45M | 1.6% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 7,044 | $1.55M | 1.7% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 12,474 | $1.57M | 1.7% | – | – | History |
| VVisa Inc. | Stock | 5,076 | $1.60M | 1.7% | – | – | History |
| CATCaterpillar Inc | Stock | 4,841 | $1.76M | 1.9% | – | – | History |
| COPConocoPhillips | Stock | 19,198 | $1.90M | 2.0% | – | – | History |
| JNJJohnson & Johnson | Stock | 13,276 | $1.92M | 2.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 39,239 | $2.05M | 2.2% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 16,068 | $2.12M | 2.3% | – | – | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 37,397 | $2.12M | 2.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 19,010 | $2.29M | 2.5% | – | – | History |
| TXNTexas Instruments Inc | Stock | 12,382 | $2.32M | 2.5% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 48,924 | $2.36M | 2.5% | – | – | – |
| SCCOSouthern Copper Corp | Stock | 25,969 | $2.37M | 2.5% | – | – | History |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 82,604 | $2.37M | 2.5% | – | – | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 25,137 | $2.39M | 2.6% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 24,820 | $2.40M | 2.6% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 95,296 | $2.41M | 2.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,752 | $2.43M | 2.6% | – | – | – |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 44,828 | $2.46M | 2.6% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 12,891 | $2.49M | 2.7% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 45,318 | $2.68M | 2.9% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 27,118 | $2.70M | 2.9% | – | – | – |
| CRMSalesforce, Inc. | Stock | 8,612 | $2.88M | 3.1% | – | – | History |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 15,412 | $3.63M | 3.9% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 15,470 | $3.73M | 4.0% | – | – | History |
| NKENIKE, Inc. | Stock | 51,717 | $3.91M | 4.2% | – | – | History |
| AXPAmerican Express Co | Stock | 13,828 | $4.10M | 4.4% | – | – | History |
| DISWalt Disney Co | Stock | 39,434 | $4.39M | 4.7% | – | – | History |
| AAPLApple Inc. | Stock | 24,777 | $6.20M | 6.6% | – | – | History |