0001805250-21-000002.txt : 20211117 0001805250-21-000002.hdr.sgml : 20211117 20211117143305 ACCESSION NUMBER: 0001805250-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211117 DATE AS OF CHANGE: 20211117 EFFECTIVENESS DATE: 20211117 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: 211420271 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 09-30-2021 09-30-2021 Consolidated Planning Corp

1475 PEACHTREE ST. NE SUITE 750 ATLANTA GA 30309

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ORGANON & CO COMMON STOCK 68622V106 9 267 SH SOLE 0 0 267 OVINTIV INC COM 69047Q102 0 8 SH SOLE 0 0 8 PARKER-HANNIFIN CORP COM 701094104 34 121 SH SOLE 0 0 121 PAYCHEX INC COM 704326107 56 502 SH SOLE 0 0 502 PAYPAL HLDGS INC COM 70450Y103 383 1470 SH SOLE 0 0 1470 PBF ENERGY INC CL A 69318G106 1 100 SH SOLE 0 0 100 PEOPLES UNITED FINANCIAL INC COM 712704105 0 1 SH SOLE 0 0 1 PEPSICO INC COM 713448108 129 856 SH SOLE 0 0 856 PFIZER INC COM 717081103 157 3646 SH SOLE 0 0 3646 PHILIP MORRIS INTL INC COM 718172109 52 546 SH SOLE 0 0 546 PHILLIPS 66 COM 718546104 13 185 SH SOLE 0 0 185 PIMCO ETF TR ACTIVE BD ETF 72201R775 74 665 SH SOLE 0 0 665 PINTEREST INC CL A 72352L106 320 6272 SH SOLE 0 0 6272 PNC FINL SVCS GROUP INC COM 693475105 68 350 SH SOLE 0 0 350 POLARIS INC COM 731068102 0 2 SH SOLE 0 0 2 POOL CORP COM 73278L105 2 4 SH SOLE 0 0 4 PPG INDS INC COM 693506107 0 1 SH SOLE 0 0 1 PPL CORP COM 69351T106 0 3 SH SOLE 0 0 3 PRICE T ROWE GROUP INC COM 74144T108 15 76 SH SOLE 0 0 76 PROCTER AND GAMBLE CO COM 742718109 208 1486 SH SOLE 0 0 1486 PROGRESSIVE CORP COM 743315103 0 1 SH SOLE 0 0 1 PRUDENTIAL FINL INC COM 744320102 19 179 SH SOLE 0 0 179 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 13 210 SH SOLE 0 0 210 QUALCOMM INC COM 747525103 64 495 SH SOLE 0 0 495 RAYMOND JAMES FINL INC COM 754730109 909 9852 SH SOLE 0 0 9852 RAYTHEON TECHNOLOGIES CORP COM 75513E101 107 1244 SH SOLE 0 0 1244 REGIONS FINANCIAL CORP NEW COM 7591EP100 3 126 SH SOLE 0 0 126 REINSURANCE GRP OF AMERICA I COM NEW 759351604 18 159 SH SOLE 0 0 159 REPUBLIC SVCS INC COM 760759100 91 754 SH SOLE 0 0 754 RESIDEO TECHNOLOGIES INC COM 76118Y104 1 29 SH SOLE 0 0 29 ROBERT HALF INTL INC COM 770323103 26 264 SH SOLE 0 0 264 ROBLOX CORP CL A 771049103 15 200 SH SOLE 0 0 200 ROCKWELL AUTOMATION INC COM 773903109 11 36 SH SOLE 0 0 36 ROGERS COMMUNICATIONS INC CL B 775109200 15 311 SH SOLE 0 0 311 ROYAL CARIBBEAN GROUP COM V7780T103 5 60 SH SOLE 0 0 60 RPM INTL INC COM 749685103 32 410 SH SOLE 0 0 410 RYDER SYS INC COM 783549108 2 28 SH SOLE 0 0 28 S&P GLOBAL INC COM 78409V104 85 200 SH SOLE 0 0 200 SALESFORCE COM INC COM 79466L302 120 444 SH SOLE 0 0 444 SAP SE SPON ADR 803054204 7 55 SH SOLE 0 0 55 SCHWAB CHARLES CORP COM 808513105 29 397 SH SOLE 0 0 397 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 9413 174479 SH SOLE 0 0 174479 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4 107 SH SOLE 0 0 107 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 249 3359 SH SOLE 0 0 3359 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 53 1600 SH SOLE 0 0 1600 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 299 2018 SH SOLE 0 0 2018 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 5 61 SH SOLE 0 0 61 SEI INVTS CO COM 784117103 0 2 SH SOLE 0 0 2 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 22 596 SH SOLE 0 0 596 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 21 118 SH SOLE 0 0 118 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 49 330 SH SOLE 0 0 330 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 18 186 SH SOLE 0 0 186 SEMPRA COM 816851109 91 719 SH SOLE 0 0 719 SERVICENOW INC COM 81762P102 83 133 SH SOLE 0 0 133 SERVISFIRST BANCSHARES INC COM 81768T108 78 1008 SH SOLE 0 0 1008 SHERWIN WILLIAMS CO COM 824348106 36 129 SH SOLE 0 0 129 SHOPIFY INC CL A 82509L107 1 1 SH SOLE 0 0 1 SIRIUS XM HOLDINGS INC COM 82968B103 17 2800 SH SOLE 0 0 2800 SKYWORKS SOLUTIONS INC COM 83088M102 2 10 SH SOLE 0 0 10 SOUTHERN CO COM 842587107 1454 23456 SH SOLE 0 0 23456 SPDR GOLD TR GOLD SHS 78463V107 14 84 SH SOLE 0 0 84 SPDR S&P 500 ETF TR TR UNIT 78462F103 1519 3540 SH SOLE 0 0 3540 SPDR SER TR S&P DIVID ETF 78464A763 41 352 SH SOLE 0 0 352 SPDR SER TR SPDR BLOOMBERG 78468R663 9 103 SH SOLE 0 0 103 SPDR SER TR NUVEEN BRC MUNIC 78468R721 0 6 SH SOLE 0 0 6 SPDR SER TR NYSE TECH ETF 78464A102 25 158 SH SOLE 0 0 158 SPDR SER TR PORTFOLIO LN TSR 78464A664 34 818 SH SOLE 0 0 818 SPLUNK INC COM 848637104 29 203 SH SOLE 0 0 203 SQUARE INC CL A 852234103 36 150 SH SOLE 0 0 150 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7 99 SH SOLE 0 0 99 STARBUCKS CORP COM 855244109 17 151 SH SOLE 0 0 151 STEEL DYNAMICS INC COM 858119100 14 231 SH SOLE 0 0 231 STERIS PLC SHS USD G8473T100 149 729 SH SOLE 0 0 729 STRYKER CORPORATION COM 863667101 2 7 SH SOLE 0 0 7 SUN LIFE FINANCIAL INC. COM 866796105 63 1227 SH SOLE 0 0 1227 SUNDIAL GROWERS INC COM 86730L109 0 600 SH SOLE 0 0 600 SUNRUN INC COM 86771W105 9 200 SH SOLE 0 0 200 SYNOPSYS INC COM 871607107 23 78 SH SOLE 0 0 78 SYNOVUS FINL CORP COM NEW 87161C501 7 162 SH SOLE 0 0 162 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 64 574 SH SOLE 0 0 574 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 0 2 SH SOLE 0 0 2 TARGET CORP COM 87612E106 187 817 SH SOLE 0 0 817 TE CONNECTIVITY LTD REG SHS H84989104 133 966 SH SOLE 0 0 966 TELEFLEX INCORPORATED COM 879369106 64 171 SH SOLE 0 0 171 TELEPHONE & DATA SYS INC COM NEW 879433829 3 129 SH SOLE 0 0 129 TELUS CORPORATION COM 87971M103 0 1 SH SOLE 0 0 1 TEMPUR SEALY INTL INC COM 88023U101 9 200 SH SOLE 0 0 200 TENNECO INC CL A VTG COM STK 880349105 1 75 SH SOLE 0 0 75 TERMINIX GLOBAL HOLDINGS INC COM 88087E100 1 20 SH SOLE 0 0 20 TESLA INC COM 88160R101 682 879 SH SOLE 0 0 879 TEXAS INSTRS INC COM 882508104 250 1302 SH SOLE 0 0 1302 THE TRADE DESK INC COM CL A 88339J105 8 120 SH SOLE 0 0 120 THERMO FISHER SCIENTIFIC INC COM 883556102 105 183 SH SOLE 0 0 183 THOMSON REUTERS CORP. COM NEW 884903709 49 440 SH SOLE 0 0 440 THOR INDS INC COM 885160101 0 4 SH SOLE 0 0 4 TIMKEN CO COM 887389104 1 9 SH SOLE 0 0 9 TJX COS INC NEW COM 872540109 6 96 SH SOLE 0 0 96 TRACTOR SUPPLY CO COM 892356106 2 12 SH SOLE 0 0 12 TRANE TECHNOLOGIES PLC SHS G8994E103 47 275 SH SOLE 0 0 275 TRANSOCEAN LTD REG SHS H8817H100 1 370 SH SOLE 0 0 370 TRAVELERS COMPANIES INC COM 89417E109 4 24 SH SOLE 0 0 24 TRINITY INDS INC COM 896522109 0 13 SH SOLE 0 0 13 TRUIST FINL CORP COM 89832Q109 183 3121 SH SOLE 0 0 3121 TWITTER INC COM 90184L102 203 3355 SH SOLE 0 0 3355 UBER TECHNOLOGIES INC COM 90353T100 0 2 SH SOLE 0 0 2 UIPATH INC CL A 90364P105 96 1818 SH SOLE 0 0 1818 UNILEVER PLC SPON ADR NEW 904767704 72 1326 SH SOLE 0 0 1326 UNION PAC CORP COM 907818108 134 682 SH SOLE 0 0 682 UNITED PARCEL SERVICE INC CL B 911312106 20 112 SH SOLE 0 0 112 UNITEDHEALTH GROUP INC COM 91324P102 601 1539 SH SOLE 0 0 1539 US BANCORP DEL COM NEW 902973304 4 65 SH SOLE 0 0 65 V F CORP COM 918204108 17 260 SH SOLE 0 0 260 VALERO ENERGY CORP COM 91913Y100 0 1 SH SOLE 0 0 1 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 8 60 SH SOLE 0 0 60 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 7 39 SH SOLE 0 0 39 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 9 34 SH SOLE 0 0 34 VANGUARD INDEX FDS SMALL CP ETF 922908751 59 271 SH SOLE 0 0 271 VANGUARD INDEX FDS VALUE ETF 922908744 78 574 SH SOLE 0 0 574 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 364 924 SH SOLE 0 0 924 VANGUARD INDEX FDS TOTAL STK MKT 922908769 63014 283769 SH SOLE 0 0 283769 VANGUARD INDEX FDS GROWTH ETF 922908736 105 362 SH SOLE 0 0 362 VANGUARD INDEX FDS MID CAP ETF 922908629 120 507 SH SOLE 0 0 507 VANGUARD INDEX FDS SM CP VAL ETF 922908611 18 109 SH SOLE 0 0 109 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 10 97 SH SOLE 0 0 97 VANGUARD INDEX FDS SML CP GRW ETF 922908595 103 366 SH SOLE 0 0 366 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 106 2120 SH SOLE 0 0 2120 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 0 2 SH SOLE 0 0 2 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 5 78 SH SOLE 0 0 78 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7 90 SH SOLE 0 0 90 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1014 6603 SH SOLE 0 0 6603 VANGUARD STAR FDS VG TL INTL STK F 921909768 8 128 SH SOLE 0 0 128 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 70 1396 SH SOLE 0 0 1396 VANGUARD WORLD FD ESG US STK ETF 921910733 0 5 SH SOLE 0 0 5 VANGUARD WORLD FD ESG INTL STK ETF 921910725 62 1005 SH SOLE 0 0 1005 VANGUARD WORLD FD MEGA GRWTH IND 921910816 68 290 SH SOLE 0 0 290 VANGUARD WORLD FDS ENERGY ETF 92204A306 22 299 SH SOLE 0 0 299 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 0 1 SH SOLE 0 0 1 VANGUARD WORLD FDS INF TECH ETF 92204A702 13 32 SH SOLE 0 0 32 VENTAS INC COM 92276F100 0 1 SH SOLE 0 0 1 VERIZON COMMUNICATIONS INC COM 92343V104 153 2837 SH SOLE 0 0 2837 VERTEX PHARMACEUTICALS INC COM 92532F100 32 179 SH SOLE 0 0 179 VIATRIS INC COM 92556V106 7 504 SH SOLE 0 0 504 VIMEO INC COMMON STOCK 92719V100 2 54 SH SOLE 0 0 54 VISA INC COM CL A 92826C839 249 1116 SH SOLE 0 0 1116 VISTRA CORP COM 92840M102 0 1 SH SOLE 0 0 1 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 0 3 SH SOLE 0 0 3 WALGREENS BOOTS ALLIANCE INC COM 931427108 2 51 SH SOLE 0 0 51 WALMART INC COM 931142103 567 4069 SH SOLE 0 0 4069 WASTE MGMT INC DEL COM 94106L109 175 1175 SH SOLE 0 0 1175 WATERS CORP COM 941848103 5 13 SH SOLE 0 0 13 WATSCO INC COM 942622200 0 1 SH SOLE 0 0 1 WEC ENERGY GROUP INC COM 92939U106 128 1456 SH SOLE 0 0 1456 WELLS FARGO CO NEW COM 949746101 8 165 SH SOLE 0 0 165 WELLTOWER INC COM 95040Q104 0 6 SH SOLE 0 0 6 WESCO INTL INC COM 95082P105 5 43 SH SOLE 0 0 43 WEST PHARMACEUTICAL SVSC INC COM 955306105 2 5 SH SOLE 0 0 5 WESTERN UN CO COM 959802109 0 11 SH SOLE 0 0 11 WESTROCK CO COM 96145D105 0 9 SH SOLE 0 0 9 WEYERHAEUSER CO MTN BE COM NEW 962166104 216 6080 SH SOLE 0 0 6080 WILLIAMS COS INC COM 969457100 0 8 SH SOLE 0 0 8 WILLIAMS SONOMA INC COM 969904101 2 13 SH SOLE 0 0 13 WILLIS TOWERS WATSON PLC LTD SHS G96629103 16 70 SH SOLE 0 0 70 WISDOMTREE TR US MIDCAP FUND 97717W570 5249 100915 SH SOLE 0 0 100915 WISDOMTREE TR JAPN HEDGE EQT 97717W851 18 291 SH SOLE 0 0 291 WORKDAY INC CL A 98138H101 27 107 SH SOLE 0 0 107 WP CAREY INC COM 92936U109 23 314 SH SOLE 0 0 314 XCEL ENERGY INC COM 98389B100 15 235 SH SOLE 0 0 235 XPENG INC ADS 98422D105 37 1050 SH SOLE 0 0 1050 YAMANA GOLD INC COM 98462Y100 20 5006 SH SOLE 0 0 5006 YUM BRANDS INC COM 988498101 244 1991 SH SOLE 0 0 1991 ZOETIS INC CL A 98978V103 28 144 SH SOLE 0 0 144 ZYMEWORKS INC COM 98985W102 2 61 SH SOLE 0 0 61