0001805250-23-000005.txt : 20231108
0001805250-23-000005.hdr.sgml : 20231108
20231108114952
ACCESSION NUMBER: 0001805250-23-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231108
DATE AS OF CHANGE: 20231108
EFFECTIVENESS DATE: 20231108
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: 231386739
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
09-30-2023
09-30-2023
Consolidated Planning Corp
1475 PEACHTREE ST. NE
SUITE 750
ATLANTA
GA
30309
13F HOLDINGS REPORT
028-20227
000111025
801-11913
N
Michael Hines
President and Founder
4048793000
Michael Hines
Atlanta
GA
11-08-2023
0
156
451408876
false
INFORMATION TABLE
2
cpcq323_13f.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
305574
995
SH
SOLE
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0
995
EATON CORP PLC
SHS
G29183103
5223403
24491
SH
SOLE
0
0
24491
JOHNSON CTLS INTL PLC
SHS
G51502105
3108028
58411
SH
SOLE
0
0
58411
MEDTRONIC PLC
SHS
G5960L103
3680340
46967
SH
SOLE
0
0
46967
STERIS PLC
SHS USD
G8473T100
1870775
8526
SH
SOLE
0
0
8526
TRANE TECHNOLOGIES PLC
SHS
G8994E103
1892136
9325
SH
SOLE
0
0
9325
NXP SEMICONDUCTORS N V
COM
N6596X109
1815274
9080
SH
SOLE
0
0
9080
AFLAC INC
COM
001055102
256882
3347
SH
SOLE
0
0
3347
AT&T INC
COM
00206R102
162832
10841
SH
SOLE
0
0
10841
ABBOTT LABS
COM
002824100
215011
2220
SH
SOLE
0
0
2220
ABBVIE INC
COM
00287Y109
838377
5624
SH
SOLE
0
0
5624
AIR PRODS & CHEMS INC
COM
009158106
3277521
11565
SH
SOLE
0
0
11565
ALLIANCEBERNSTEIN HLDG L P
UNIT LTD PARTN
01881G106
213998
7051
SH
SOLE
0
0
7051
ALPHABET INC
CAP STK CL A
02079K305
3138154
23981
SH
SOLE
0
0
23981
ALTRIA GROUP INC
COM
02209S103
612521
14566
SH
SOLE
0
0
14566
AMAZON COM INC
COM
023135106
4563481
35899
SH
SOLE
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0
35899
AMERICAN EXPRESS CO
COM
025816109
210805
1413
SH
SOLE
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0
1413
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
37662357
1084433
SH
SOLE
0
0
1084433
ANALOG DEVICES INC
COM
032654105
545160
3114
SH
SOLE
0
0
3114
APPLE INC
COM
037833100
11873368
69350
SH
SOLE
0
0
69350
AUTODESK INC
COM
052769106
314503
1520
SH
SOLE
0
0
1520
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
899921
2569
SH
SOLE
0
0
2569
BOEING CO
COM
097023105
5211588
27189
SH
SOLE
0
0
27189
BROADCOM INC
COM
11135F101
6138950
7391
SH
SOLE
0
0
7391
CSX CORP
COM
126408103
263620
8573
SH
SOLE
0
0
8573
CALAMOS STRATEGIC TOTAL RETU
COM SH BEN INT
128125101
957764
68071
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CAPITAL GROUP INTL FOCUS EQT
SHS CREATION UNI
14019W109
23190905
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SOLE
0
0
1066739
CARDINAL HEALTH INC
COM
14149Y108
224635
2587
SH
SOLE
0
0
2587
CATERPILLAR INC
COM
149123101
7300839
26743
SH
SOLE
0
0
26743
CHEVRON CORP NEW
COM
166764100
4784767
28376
SH
SOLE
0
0
28376
CISCO SYS INC
COM
17275R102
6267423
116582
SH
SOLE
0
0
116582
COCA COLA CO
COM
191216100
7709725
137723
SH
SOLE
0
0
137723
COMCAST CORP NEW
CL A
20030N101
402697
9082
SH
SOLE
0
0
9082
COSTCO WHSL CORP NEW
COM
22160K105
2008998
3556
SH
SOLE
0
0
3556
CROWDSTRIKE HLDGS INC
CL A
22788C105
261448
1562
SH
SOLE
0
0
1562
DEERE & CO
COM
244199105
270959
718
SH
SOLE
0
0
718
DIGITAL RLTY TR INC
COM
253868103
339788
2808
SH
SOLE
0
0
2808
DILLARDS INC
CL A
254067101
205930
623
SH
SOLE
0
0
623
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
7330645
157479
SH
SOLE
0
0
157479
DUKE ENERGY CORP NEW
COM NEW
26441C204
750643
8505
SH
SOLE
0
0
8505
EXXON MOBIL CORP
COM
30231G102
4007636
34084
SH
SOLE
0
0
34084
FS CREDIT OPPORTUNITIES CORP
COMMON STOCK
30290Y101
57159
10546
SH
SOLE
0
0
10546
META PLATFORMS INC
CL A
30303M102
3132992
10436
SH
SOLE
0
0
10436
FEDEX CORP
COM
31428X106
4152928
15676
SH
SOLE
0
0
15676
FIDELITY COVINGTON TRUST
HIGH DIVID ETF
316092840
1553614
40260
SH
SOLE
0
0
40260
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
215448
4946
SH
SOLE
0
0
4946
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
3210153
69862
SH
SOLE
0
0
69862
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
2521512
56919
SH
SOLE
0
0
56919
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
432427
27077
SH
SOLE
0
0
27077
FISERV INC
COM
337738108
1940427
17178
SH
SOLE
0
0
17178
FORD MTR CO DEL
COM
345370860
3654461
294240
SH
SOLE
0
0
294240
GENUINE PARTS CO
COM
372460105
1105951
7660
SH
SOLE
0
0
7660
GSK PLC
SPONSORED ADR
37733W204
588329
16230
SH
SOLE
0
0
16230
GLOBAL PMTS INC
COM
37940X102
210933
1828
SH
SOLE
0
0
1828
GLOBAL X FDS
S&P 500 COVERED
37954Y475
900173
23147
SH
SOLE
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0
23147
GLOBAL X FDS
US INFR DEV ETF
37954Y673
1743447
57388
SH
SOLE
0
0
57388
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
4941943
58672
SH
SOLE
0
0
58672
GOLDMAN SACHS ETF TR
INNOVAT EQ ETF
38149W820
1238370
26515
SH
SOLE
0
0
26515
HALLIBURTON CO
COM
406216101
2084697
51474
SH
SOLE
0
0
51474
HOME DEPOT INC
COM
437076102
9069354
30015
SH
SOLE
0
0
30015
HUBBELL INC
COM
443510607
848473
2707
SH
SOLE
0
0
2707
ILLINOIS TOOL WKS INC
COM
452308109
251499
1092
SH
SOLE
0
0
1092
INDEPENDENCE RLTY TR INC
COM
45378A106
178900
12715
SH
SOLE
0
0
12715
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1682316
15291
SH
SOLE
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0
15291
INVESCO QQQ TR
UNIT SER 1
46090E103
7824568
21840
SH
SOLE
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21840
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 VL
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SH
SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
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SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
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SH
SOLE
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21086
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
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SH
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INVESCO EXCHANGE TRADED FD T
DORSEY WRIGHT MO
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S&P SMALLCAP 600
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INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
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IQVIA HLDGS INC
COM
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ISHARES TR
CORE S&P TTL STK
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CORE S&P500 ETF
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20 YR TR BD ETF
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ISHARES TR
1 3 YR TREAS BD
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MSCI EAFE ETF
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SOLE
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ISHARES TR
CORE S&P MCP ETF
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1312
SH
SOLE
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1312
ISHARES TR
RUS 1000 GRW ETF
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SH
SOLE
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13703
ISHARES TR
S&P MC 400VL ETF
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SH
SOLE
0
0
2090
ISHARES TR
CORE S&P SCP ETF
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SH
SOLE
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ISHARES TR
MSCI ACWI ETF
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SH
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ISHARES TR
MSCI USA ESG SLC
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ISHARES TR
MSCI USA QLT FCT
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ISHARES TR
MSCI USA VALUE
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ISHARES TR
MSCI USA MMENTM
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SH
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ISHARES TR
CORE MSCI EAFE
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ISHARES TR
EXPONENTIAL TECH
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22901
ISHARES TR
US TECH BRKTHR
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SH
SOLE
0
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JPMORGAN CHASE & CO
COM
46625H100
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SH
SOLE
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J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
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SH
SOLE
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JANUS DETROIT STR TR
HENDRSON AAA CL
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SOLE
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JOHNSON & JOHNSON
COM
478160104
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30135
SH
SOLE
0
0
30135
KLA CORP
COM NEW
482480100
274566
599
SH
SOLE
0
0
599
L3HARRIS TECHNOLOGIES INC
COM
502431109
236107
1356
SH
SOLE
0
0
1356
ELI LILLY & CO
COM
532457108
540353
1006
SH
SOLE
0
0
1006
LOCKHEED MARTIN CORP
COM
539830109
338877
829
SH
SOLE
0
0
829
LOWES COS INC
COM
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345846
1664
SH
SOLE
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0
1664
LULULEMON ATHLETICA INC
COM
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3814
SH
SOLE
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3814
MARATHON PETE CORP
COM
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SH
SOLE
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38572
MCDONALDS CORP
COM
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SH
SOLE
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MERCK & CO INC
COM
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41550
SH
SOLE
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MICROSOFT CORP
COM
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56018
MOTOROLA SOLUTIONS INC
COM NEW
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NETFLIX INC
COM
64110L106
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1505
SH
SOLE
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NEXTERA ENERGY INC
COM
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4870
SH
SOLE
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0
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NOVO-NORDISK A S
ADR
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5068248
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SH
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55732
NVIDIA CORPORATION
COM
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SH
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ORACLE CORP
COM
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SH
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PACER FDS TR
GLOBL CASH ETF
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SH
SOLE
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0
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PAYCHEX INC
COM
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SH
SOLE
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0
2535
PEPSICO INC
COM
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SH
SOLE
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PFIZER INC
COM
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SH
SOLE
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0
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PHILLIPS 66
COM
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2037
SH
SOLE
0
0
2037
PIONEER NAT RES CO
COM
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3285
SH
SOLE
0
0
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PROCTER AND GAMBLE CO
COM
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6182
SH
SOLE
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PROSHARES TR
S&P 500 DV ARIST
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SH
SOLE
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0
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PRUDENTIAL FINL INC
COM
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354279
3734
SH
SOLE
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0
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QUALCOMM INC
COM
747525103
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1906
SH
SOLE
0
0
1906
RAYMOND JAMES FINL INC
COM
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869523
8658
SH
SOLE
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REALTY INCOME CORP
COM
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263085
5268
SH
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S&P GLOBAL INC
COM
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SPDR S&P 500 ETF TR
TR UNIT
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SPDR SER TR
S&P DIVID ETF
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UT SER 1
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SOLE
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SALESFORCE INC
COM
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2040170
10061
SH
SOLE
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SCHWAB STRATEGIC TR
US LCAP GR ETF
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SCHWB FDT INT LG
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SCHWAB FDT US LG
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53691
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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294973
2291
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SOLE
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2291
SELECT SECTOR SPDR TR
ENERGY
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SOLE
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SOUTHERN CO
COM
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22593
SH
SOLE
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0
22593
TJX COS INC NEW
COM
872540109
1880790
21161
SH
SOLE
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0
21161
TESLA INC
COM
88160R101
2856261
11415
SH
SOLE
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11415
TEXAS INSTRS INC
COM
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UNIFIED SER TR
BALLAST SMLMD CP
90470L550
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382093
UNION PAC CORP
COM
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19232
SH
SOLE
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19232
UNITED PARCEL SERVICE INC
CL B
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SH
SOLE
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5111
UNITEDHEALTH GROUP INC
COM
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UNUM GROUP
COM
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S&P 500 ETF SHS
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MID CAP ETF
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GROWTH ETF
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TOTAL STK MKT
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SOLE
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VERIZON COMMUNICATIONS INC
COM
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VISA INC
COM CL A
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WALMART INC
COM
931142103
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WEYERHAEUSER CO MTN BE
COM NEW
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WISDOMTREE TR
US MIDCAP DIVID
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WISDOMTREE TR
US MIDCAP FUND
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SH
SOLE
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YUM BRANDS INC
COM
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1965
SH
SOLE
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