0001606587-21-000595.txt : 20210505 0001606587-21-000595.hdr.sgml : 20210505 20210505165016 ACCESSION NUMBER: 0001606587-21-000595 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210505 DATE AS OF CHANGE: 20210505 EFFECTIVENESS DATE: 20210505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Consolidated Planning Corp CENTRAL INDEX KEY: 0001805250 IRS NUMBER: 581233970 STATE OF INCORPORATION: GA FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20227 FILM NUMBER: 21894186 BUSINESS ADDRESS: STREET 1: 1475 PEACHTREE ST. NE STREET 2: SUITE 750 CITY: ATLANTA STATE: GA ZIP: 30309 BUSINESS PHONE: 404-879-3000 MAIL ADDRESS: STREET 1: 1475 PEACHTREE ST. NE STREET 2: SUITE 750 CITY: ATLANTA STATE: GA ZIP: 30309 FORMER COMPANY: FORMER CONFORMED NAME: CONSOLIDATED PLANNING CORP DATE OF NAME CHANGE: 20200302 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001805250 XXXXXXXX 03-31-2021 03-31-2021 false Consolidated Planning Corp

1475 Peachtree St. NE Suite 750 Atlanta GA 30309

13F HOLDINGS REPORT 028-20227 N Robert Bordett 404-879-3000 Robert Bordett Atlanta GA 05-05-2021 0 56 156554 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 281 7051 SH SOLE NONE 0 0 7051 ALPHABET INC CAP STK CL C 02079K107 310 150 SH SOLE NONE 0 0 150 ALPHABET INC CAP STK CL A 02079K305 396 192 SH SOLE NONE 0 0 192 AMAZON COM INC COM 023135106 1834 593 SH SOLE NONE 0 0 593 APARTMENT INCOME REIT CORP COM 03750L109 309 7239 SH SOLE NONE 0 0 7239 APPLE INC COM 037833100 3999 32740 SH SOLE NONE 0 0 32740 ARK ETF TR INNOVATION ETF 00214Q104 734 6122 SH SOLE NONE 0 0 6122 AUTODESK INC COM 052769106 292 1055 SH SOLE NONE 0 0 1055 AUTOZONE INC COM 053332102 238 170 SH SOLE NONE 0 0 170 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 323 1266 SH SOLE NONE 0 0 1266 BROADCOM INC COM 11135F101 412 889 SH SOLE NONE 0 0 889 CISCO SYS INC COM 17275R102 298 5779 SH SOLE NONE 0 0 5779 COCA COLA CO COM 191216100 1867 35431 SH SOLE NONE 0 0 35431 COMCAST CORP NEW CL A 20030N101 354 6546 SH SOLE NONE 0 0 6546 FACEBOOK INC CL A 30303M102 969 3293 SH SOLE NONE 0 0 3293 GLOBAL PMTS INC COM 37940X102 749 3719 SH SOLE NONE 0 0 3719 HOME DEPOT INC COM 437076102 2543 8331 SH SOLE NONE 0 0 8331 HONEYWELL INTL INC COM 438516106 206 951 SH SOLE NONE 0 0 951 HUBBELL INC COM 443510607 491 2629 SH SOLE NONE 0 0 2629 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1313 30781 SH SOLE NONE 0 0 30781 INVESCO QQQ TR UNIT SER 1 46090E103 276 865 SH SOLE NONE 0 0 865 ISHARES TR CORE S&P TTL STK 464287150 3436 37516 SH SOLE NONE 0 0 37516 ISHARES TR 20 YR TR BD ETF 464287432 19825 146369 SH SOLE NONE 0 0 146369 ISHARES TR MSCI EAFE ETF 464287465 233 3073 SH SOLE NONE 0 0 3073 ISHARES TR RUS 1000 GRW ETF 464287614 4262 17538 SH SOLE NONE 0 0 17538 ISHARES TR S&P MC 400VL ETF 464287705 213 2090 SH SOLE NONE 0 0 2090 ISHARES TR CORE S&P SCP ETF 464287804 5262 48486 SH SOLE NONE 0 0 48486 ISHARES TR S&P SML 600 GWT 464287887 211 1648 SH SOLE NONE 0 0 1648 ISHARES TR MSCI USA ESG SLC 464288802 2875 32746 SH SOLE NONE 0 0 32746 ISHARES TR MSCI USA MMENTM 46432F396 4928 30640 SH SOLE NONE 0 0 30640 JOHNSON JOHNSON COM 478160104 695 4233 SH SOLE NONE 0 0 4233 JPMORGAN CHASE CO COM 46625H100 629 4134 SH SOLE NONE 0 0 4134 LOCKHEED MARTIN CORP COM 539830109 217 589 SH SOLE NONE 0 0 589 MCDONALDS CORP COM 580135101 383 1710 SH SOLE NONE 0 0 1710 MERCK CO. INC COM 58933Y105 224 2910 SH SOLE NONE 0 0 2910 MICROSOFT CORP COM 594918104 1070 4542 SH SOLE NONE 0 0 4542 NETFLIX INC COM 64110L106 621 1191 SH SOLE NONE 0 0 1191 PAYPAL HLDGS INC COM 70450Y103 356 1470 SH SOLE NONE 0 0 1470 PINTEREST INC CL A 72352L106 709 9584 SH SOLE NONE 0 0 9584 RAYMOND JAMES FINL INC COM 754730109 430 3516 SH SOLE NONE 0 0 3516 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 8370 162003 SH SOLE NONE 0 0 162003 SOUTHERN CO COM 842587107 1431 23032 SH SOLE NONE 0 0 23032 SPDR SP 500 ETF TR TR UNIT 78462F103 1473 3718 SH SOLE NONE 0 0 3718 TESLA INC COM 88160R101 678 1016 SH SOLE NONE 0 0 1016 TEXAS INSTRS INC COM 882508104 215 1142 SH SOLE NONE 0 0 1142 TWITTER INC COM 90184L102 213 3355 SH SOLE NONE 0 0 3355 UNITEDHEALTH GROUP INC COM 91324P102 575 1547 SH SOLE NONE 0 0 1547 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 330 906 SH SOLE NONE 0 0 906 VANGUARD INDEX FDS TOTAL STK MKT 922908769 69321 335386 SH SOLE NONE 0 0 335386 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 971 6603 SH SOLE NONE 0 0 6603 VISA INC COM CL A 92826C839 236 1116 SH SOLE NONE 0 0 1116 WALMART INC COM 931142103 550 4056 SH SOLE NONE 0 0 4056 WELLTOWER INC COM 95040Q104 2322 32419 SH SOLE NONE 0 0 32419 WEYERHAEUSER CO MTN BE COM NEW 962166104 216 6080 SH SOLE NONE 0 0 6080 WISDOMTREE TR US MIDCAP FUND 97717W570 4665 91606 SH SOLE NONE 0 0 91606 YUM BRANDS INC COM 988498101 215 1991 SH SOLE NONE 0 0 1991