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Amanda C. Toia

@Center For Financial Planning, Inc.

Latest period2024 - Q3ReportedManaged Assets$737.008MTotal holdings580
Assets growth rate6.56%Assets growth rate (2-Q avg)4.97%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Center For Financial Planning, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 580 positions.

Assets under management

The assets under management (AUM) of Center For Financial Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 737.008M in assets, with a quarterly growth rate of 6.56% and a 2-quarter average growth rate of 4.97%. The portfolio is managed by Amanda C. Toia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ABBVAbbvie Inc
Recent Activity
Decreased -2.01%
0.4%
$2.911M
14,742 shares@ $197.49 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -18.99%
0.4%
$2.899M
5,053 shares@ $573.82 avg price
NEENextera Energy Inc
Recent Activity
Decreased -2.25%
0.4%
$2.892M
34,214 shares@ $84.54 avg price
RJFRaymond James Finl Inc
Recent Activity
Decreased -2.73%
0.39%
$2.859M
23,346 shares@ $122.46 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -3.43%
0.34%
$2.454M
3,967 shares@ $618.58 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.87%
0.34%
$2.441M
15,063 shares@ $162.06 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -5.09%
0.31%
$2.262M
5,030 shares@ $449.64 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -3.52%
0.31%
$2.233M
21,512 shares@ $103.82 avg price
CRMSalesforce Inc
Recent Activity
Decreased -4.39%
0.28%
$2.012M
7,350 shares@ $273.72 avg price
ABTAbbott Labs
Recent Activity
Decreased -4.65%
0.27%
$1.94M
17,013 shares@ $114.02 avg price