Director of Operations and Compliance

0001805250-23-000002.txt : 20230504 0001805250-23-000002.hdr.sgml : 20230504 20230504135324 ACCESSION NUMBER: 0001805250-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 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: 23887846 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 03-31-2023 03-31-2023 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 05-04-2023 0 120 386001093 false INFORMATION TABLE 2 cpcq123_13f.xml EATON CORP PLC SHS G29183103 4057917 23683 SH SOLE 0 0 23683 MEDTRONIC PLC SHS G5960L103 3545796 43982 SH SOLE 0 0 43982 STERIS PLC SHS USD G8473T100 1541369 8058 SH SOLE 0 0 8058 TRANE TECHNOLOGIES PLC SHS G8994E103 1629628 8858 SH SOLE 0 0 8858 CHUBB LIMITED COM H1467J104 3173573 16343 SH SOLE 0 0 16343 NXP SEMICONDUCTORS N V COM N6596X109 1613484 8653 SH SOLE 0 0 8653 AFLAC INC COM 001055102 209755 3251 SH SOLE 0 0 3251 ABBOTT LABS COM 002824100 4315094 42614 SH SOLE 0 0 42614 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 257785 7051 SH SOLE 0 0 7051 ALPHABET INC CAP STK CL C 02079K107 366080 3520 SH SOLE 0 0 3520 ALPHABET INC CAP STK CL A 02079K305 2114847 20388 SH SOLE 0 0 20388 AMAZON COM INC COM 023135106 3402269 32939 SH SOLE 0 0 32939 AMPLIFY ETF TR CWP ENHANCED 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