Director of Operations and Compliance

0001805250-23-000001.txt : 20230213 0001805250-23-000001.hdr.sgml : 20230213 20230210175328 ACCESSION NUMBER: 0001805250-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230213 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: 23613795 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 X0202 13F-HR LIVE false true false 0001805250 XXXXXXXX 12-31-2022 12-31-2022 Consolidated Planning Corp

1475 PEACHTREE ST. NE SUITE 750 ATLANTA GA 30309

13F HOLDINGS REPORT 028-20227 000111025 801-11913 N Jonathon Rose Director of Operations and Compliance (404) 879-3000 Jonathon Rose Atlanta GA 02-10-2023 0 118 361387824 false INFORMATION TABLE 2 cpc4q22.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 203347 762 SH SOLE 0 0 762 EATON CORP PLC SHS G29183103 3810616 24279 SH SOLE 0 0 24279 MEDTRONIC PLC SHS G5960L103 2618931 33697 SH SOLE 0 0 33697 STERIS PLC SHS USD G8473T100 1467749 7947 SH SOLE 0 0 7947 TRANE TECHNOLOGIES PLC SHS G8994E103 1603654 9540 SH SOLE 0 0 9540 CHUBB LIMITED COM H1467J104 3760198 17045 SH SOLE 0 0 17045 NXP SEMICONDUCTORS N V COM N6596X109 1306808 8269 SH SOLE 0 0 8269 AFLAC INC COM 001055102 515378 7164 SH SOLE 0 0 7164 ABBOTT LABS COM 002824100 1400811 12759 SH SOLE 0 0 12759 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 242343 7051 SH SOLE 0 0 7051 ALPHABET INC CAP STK CL C 02079K107 312330 3520 SH SOLE 0 0 3520 ALPHABET INC CAP STK CL A 02079K305 1728779 19594 SH SOLE 0 0 19594 AMAZON COM INC COM 023135106 1166340 13885 SH SOLE 0 0 13885 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 33261643 927542 SH SOLE 0 0 927542 APARTMENT INCOME REIT CORP COM 03750L109 207953 6061 SH SOLE 0 0 6061 APPLE INC COM 037833100 9993112 76912 SH SOLE 0 0 76912 AUTODESK INC COM 052769106 298992 1600 SH SOLE 0 0 1600 AUTOZONE INC COM 053332102 209625 85 SH SOLE 0 0 85 BANK AMERICA CORP COM 060505104 3740242 112930 SH SOLE 0 0 112930 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 400952 1298 SH SOLE 0 0 1298 BROADCOM INC COM 11135F101 4379077 7832 SH SOLE 0 0 7832 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 21063956 1011232 SH SOLE 0 0 1011232 CATERPILLAR INC COM 149123101 7257709 30296 SH SOLE 0 0 30296 CHEVRON CORP NEW COM 166764100 4219793 23510 SH SOLE 0 0 23510 CISCO SYS INC COM 17275R102 312375 6557 SH SOLE 0 0 6557 COCA COLA CO COM 191216100 7443430 117017 SH SOLE 0 0 117017 COMCAST CORP NEW CL A 20030N101 287314 8216 SH SOLE 0 0 8216 COSTCO WHSL CORP NEW COM 22160K105 1226631 2687 SH SOLE 0 0 2687 CROWDSTRIKE HLDGS INC CL A 22788C105 207000 1966 SH SOLE 0 0 1966 DEVON ENERGY CORP NEW COM 25179M103 2480387 40325 SH SOLE 0 0 40325 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1667338 66587 SH SOLE 0 0 66587 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 6922739 166372 SH SOLE 0 0 166372 META PLATFORMS INC CL A 30303M102 362705 3014 SH SOLE 0 0 3014 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1913507 43568 SH SOLE 0 0 43568 FORD MTR CO DEL COM 345370860 2847349 244828 SH SOLE 0 0 244828 GLOBAL X FDS US INFR DEV ETF 37954Y673 1630913 61567 SH SOLE 0 0 61567 GOLDMAN SACHS GROUP INC COM 38141G104 4155730 12102 SH SOLE 0 0 12102 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 5945981 78103 SH SOLE 0 0 78103 GOLDMAN SACHS ETF TR INNOVAT EQ ETF 38149W820 1268579 31085 SH SOLE 0 0 31085 HCA HEALTHCARE INC COM 40412C101 425929 1775 SH SOLE 0 0 1775 HALLIBURTON CO COM 406216101 2080142 52863 SH SOLE 0 0 52863 HOME DEPOT INC COM 437076102 13707990 43399 SH SOLE 0 0 43399 HUBBELL INC COM 443510607 524744 2236 SH SOLE 0 0 2236 INDEPENDENCE RLTY TR INC COM 45378A106 231572 13735 SH SOLE 0 0 13735 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1281247 12489 SH SOLE 0 0 12489 INVESCO QQQ TR UNIT SER 1 46090E103 5336420 20041 SH SOLE 0 0 20041 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 5676852 129019 SH SOLE 0 0 129019 INVESCO EXCHANGE TRADED FD T DWA BASIC MATL 46137V704 1105535 13984 SH SOLE 0 0 13984 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 957671 20350 SH SOLE 0 0 20350 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 405624 5709 SH SOLE 0 0 5709 INVESCO EXCHANGE TRADED FD T DWA FINL MUMT 46137V860 1674944 41113 SH SOLE 0 0 41113 INVESCO EXCHANGE TRADED FD T DWA ENERGY MNT 46137V878 4240993 98103 SH SOLE 0 0 98103 INVESCO EXCHANGE TRADED FD T DWA STAPLES 46137V886 2127090 25733 SH SOLE 0 0 25733 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 1009626 9303 SH SOLE 0 0 9303 IQVIA HLDGS INC COM 46266C105 1385466 6762 SH SOLE 0 0 6762 ISHARES TR CORE S&P TTL STK 464287150 2839104 33480 SH SOLE 0 0 33480 ISHARES TR CORE S&P500 ETF 464287200 234368 610 SH SOLE 0 0 610 ISHARES TR 1 3 YR TREAS BD 464287457 3870754 47687 SH SOLE 0 0 47687 ISHARES TR RUS 1000 VAL ETF 464287598 212158 1399 SH SOLE 0 0 1399 ISHARES TR RUS 1000 GRW ETF 464287614 2681428 12516 SH SOLE 0 0 12516 ISHARES TR S&P MC 400VL ETF 464287705 210672 2090 SH SOLE 0 0 2090 ISHARES TR CORE S&P SCP ETF 464287804 8174497 86375 SH SOLE 0 0 86375 ISHARES TR MSCI USA ESG SLC 464288802 3104895 37717 SH SOLE 0 0 37717 ISHARES TR MSCI USA QLT FCT 46432F339 1343133 11786 SH SOLE 0 0 11786 ISHARES TR MSCI USA MMENTM 46432F396 6714907 46015 SH SOLE 0 0 46015 ISHARES TR EXPONENTIAL TECH 46434V381 1126503 23796 SH SOLE 0 0 23796 JPMORGAN CHASE & CO COM 46625H100 4427802 33019 SH SOLE 0 0 33019 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 334517 6673 SH SOLE 0 0 6673 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 3177221 64499 SH SOLE 0 0 64499 JOHNSON & JOHNSON COM 478160104 3376747 19115 SH SOLE 0 0 19115 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1722504 10069 SH SOLE 0 0 10069 L3HARRIS TECHNOLOGIES INC COM 502431109 1433794 6886 SH SOLE 0 0 6886 LAUDER ESTEE COS INC CL A 518439104 1280789 5162 SH SOLE 0 0 5162 LOCKHEED MARTIN CORP COM 539830109 343948 707 SH SOLE 0 0 707 MARATHON PETE CORP COM 56585A102 4929365 42352 SH SOLE 0 0 42352 MCDONALDS CORP COM 580135101 501761 1904 SH SOLE 0 0 1904 MERCK & CO INC COM 58933Y105 3076772 27731 SH SOLE 0 0 27731 MICROSOFT CORP COM 594918104 13996444 58362 SH SOLE 0 0 58362 MOTOROLA SOLUTIONS INC COM NEW 620076307 4866966 18885 SH SOLE 0 0 18885 NETFLIX INC COM 64110L106 324368 1100 SH SOLE 0 0 1100 NOVO-NORDISK A S ADR 670100205 5544534 40967 SH SOLE 0 0 40967 NVIDIA CORPORATION COM 67066G104 634837 4344 SH SOLE 0 0 4344 PACER FDS TR LUNT LRG CP ALTR 69374H717 1939423 47934 SH SOLE 0 0 47934 PACER FDS TR US CASH COWS 100 69374H881 2655963 57426 SH SOLE 0 0 57426 PFIZER INC COM 717081103 285253 5567 SH SOLE 0 0 5567 PIONEER NAT RES CO COM 723787107 1609174 7046 SH SOLE 0 0 7046 PROCTER AND GAMBLE CO COM 742718109 240374 1586 SH SOLE 0 0 1586 PROSHARES TR S&P 500 DV ARIST 74348A467 330443 3672 SH SOLE 0 0 3672 RAYMOND JAMES FINL INC COM 754730109 887817 8309 SH SOLE 0 0 8309 ROCKWELL AUTOMATION INC COM 773903109 274570 1066 SH SOLE 0 0 1066 S&P GLOBAL INC COM 78409V104 1468757 4385 SH SOLE 0 0 4385 SPDR S&P 500 ETF TR TR UNIT 78462F103 1849589 4836 SH SOLE 0 0 4836 SPDR SER TR PRTFLO S&P500 GW 78464A409 977171 19285 SH SOLE 0 0 19285 SPDR SER TR S&P DIVID ETF 78464A763 3972242 31750 SH SOLE 0 0 31750 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 9003472 168478 SH SOLE 0 0 168478 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 253965 3362 SH SOLE 0 0 3362 SOUTHERN CO COM 842587107 1249923 17503 SH SOLE 0 0 17503 SYNCHRONY FINANCIAL COM 87165B103 1309393 39848 SH SOLE 0 0 39848 TJX COS INC NEW COM 872540109 1905923 23944 SH SOLE 0 0 23944 TARGET CORP COM 87612E106 2610950 17518 SH SOLE 0 0 17518 TESLA INC COM 88160R101 407110 3305 SH SOLE 0 0 3305 TEXAS INSTRS INC COM 882508104 230482 1395 SH SOLE 0 0 1395 THERMO FISHER SCIENTIFIC INC COM 883556102 1452727 2638 SH SOLE 0 0 2638 ULTA BEAUTY INC COM 90384S303 1283845 2737 SH SOLE 0 0 2737 UNION PAC CORP COM 907818108 4168086 20129 SH SOLE 0 0 20129 UNITED PARCEL SERVICE INC CL B 911312106 3228219 18570 SH SOLE 0 0 18570 UNITEDHEALTH GROUP INC COM 91324P102 9158680 17275 SH SOLE 0 0 17275 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2989775 19689 SH SOLE 0 0 19689 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1861665 10819 SH SOLE 0 0 10819 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 3089265 53429 SH SOLE 0 0 53429 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 388933 1107 SH SOLE 0 0 1107 VANGUARD INDEX FDS GROWTH ETF 922908736 298780 1402 SH SOLE 0 0 1402 VANGUARD INDEX FDS TOTAL STK MKT 922908769 26755608 139943 SH SOLE 0 0 139943 VERIZON COMMUNICATIONS INC COM 92343V104 215116 5460 SH SOLE 0 0 5460 VISA INC COM CL A 92826C839 230614 1110 SH SOLE 0 0 1110 WALMART INC COM 931142103 583608 4116 SH SOLE 0 0 4116 WISDOMTREE TR US MIDCAP FUND 97717W570 5466953 112442 SH SOLE 0 0 112442 YUM BRANDS INC COM 988498101 255007 1991 SH SOLE 0 0 1991