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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
MCDMcdonalds Corp
Recent Activity
Increased 59.18%
0.22%
$1.59M
5,221 shares@ $304.53 avg price
VVVanguard Index Fds
Recent Activity
Increased 0.04%
0.21%
$1.51M
5,733 shares@ $263.31 avg price
AVGOBroadcom Inc
Recent Activity
Increased 865.8%
0.2%
$1.466M
8,499 shares@ $172.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.88%
0.18%
$1.284M
7,741 shares@ $165.86 avg price
IJRIshares Tr
Recent Activity
Increased 0.36%
0.18%
$1.264M
10,809 shares@ $116.97 avg price
TSLATesla Inc
Recent Activity
Increased 0.06%
0.13%
$887,449
3,392 shares@ $261.64 avg price
WMTWalmart Inc
Recent Activity
Increased 0.16%
0.12%
$818,321
10,134 shares@ $80.76 avg price
IWRIshares Tr
Recent Activity
Increased 0.14%
0.1%
$726,636
8,244 shares@ $88.15 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.72%
0.1%
$707,631
5,827 shares@ $121.45 avg price
DTEDte Energy Co
Recent Activity
Increased 7.73%
0.1%
$684,253
5,329 shares@ $128.41 avg price