0001805250-22-000002.txt : 20220812
0001805250-22-000002.hdr.sgml : 20220812
20220812164737
ACCESSION NUMBER: 0001805250-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220812
DATE AS OF CHANGE: 20220812
EFFECTIVENESS DATE: 20220812
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: 221160852
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
06-30-2022
06-30-2022
Consolidated Planning Corp
1475 PEACHTREE ST. NE
SUITE 750
ATLANTA
GA
30309
13F HOLDINGS REPORT
028-20227
N
Jonathon Rose
Director of Operations & Compliance
4048793000
Jonathon Rose
Atlanta
GA
08-12-2022
0
117
319864
false
INFORMATION TABLE
2
cpc2q.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
201
725
SH
SOLE
0
0
725
EATON CORP PLC
SHS
G29183103
2845
22584
SH
SOLE
0
0
22584
TRANE TECHNOLOGIES PLC
SHS
G8994E103
1129
8695
SH
SOLE
0
0
8695
CHUBB LIMITED
COM
H1467J104
3155
16050
SH
SOLE
0
0
16050
NXP SEMICONDUCTORS N V
COM
N6596X109
1225
8278
SH
SOLE
0
0
8278
ARK ETF TR
INNOVATION ETF
00214Q104
1233
30918
SH
SOLE
0
0
30918
ABBOTT LABS
COM
002824100
2081
19154
SH
SOLE
0
0
19154
ALLIANCEBERNSTEIN HLDG L P
UNIT LTD PARTN
01881G106
293
7051
SH
SOLE
0
0
7051
ALPHABET INC
CAP STK CL C
02079K107
431
197
SH
SOLE
0
0
197
ALPHABET INC
CAP STK CL A
02079K305
2354
1080
SH
SOLE
0
0
1080
AMAZON COM INC
COM
023135106
2490
23446
SH
SOLE
0
0
23446
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
5309
158230
SH
SOLE
0
0
158230
APARTMENT INCOME REIT CORP
COM
03750L109
286
6866
SH
SOLE
0
0
6866
APPLE INC
COM
037833100
10405
76105
SH
SOLE
0
0
76105
AUTODESK INC
COM
052769106
275
1600
SH
SOLE
0
0
1600
AUTOZONE INC
COM
053332102
365
170
SH
SOLE
0
0
170
BK OF AMERICA CORP
COM
060505104
2839
91191
SH
SOLE
0
0
91191
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
395
1448
SH
SOLE
0
0
1448
BROADCOM INC
COM
11135F101
4860
10004
SH
SOLE
0
0
10004
CATERPILLAR INC
COM
149123101
5177
28963
SH
SOLE
0
0
28963
CHEVRON CORP NEW
COM
166764100
3146
21729
SH
SOLE
0
0
21729
CISCO SYS INC
COM
17275R102
290
6797
SH
SOLE
0
0
6797
COCA COLA CO
COM
191216100
1867
29678
SH
SOLE
0
0
29678
COMCAST CORP NEW
CL A
20030N101
284
7237
SH
SOLE
0
0
7237
CROWDSTRIKE HLDGS INC
CL A
22788C105
310
1838
SH
SOLE
0
0
1838
DOW INC
COM
260557103
5213
100998
SH
SOLE
0
0
100998
EDWARDS LIFESCIENCES CORP
COM
28176E108
1441
15150
SH
SOLE
0
0
15150
META PLATFORMS INC
CL A
30303M102
828
5135
SH
SOLE
0
0
5135
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
1770
43244
SH
SOLE
0
0
43244
FORD MTR CO DEL
COM
345370860
2488
223529
SH
SOLE
0
0
223529
GLOBAL PMTS INC
COM
37940X102
202
1828
SH
SOLE
0
0
1828
GLOBAL X FDS
US INFR DEV ETF
37954Y673
1394
61222
SH
SOLE
0
0
61222
GOLDMAN SACHS GROUP INC
COM
38141G104
3655
12306
SH
SOLE
0
0
12306
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
5954
79454
SH
SOLE
0
0
79454
HCA HEALTHCARE INC
COM
40412C101
422
2511
SH
SOLE
0
0
2511
HALLIBURTON CO
COM
406216101
1615
51485
SH
SOLE
0
0
51485
HOME DEPOT INC
COM
437076102
11772
42921
SH
SOLE
0
0
42921
HUBBELL INC
COM
443510607
399
2236
SH
SOLE
0
0
2236
INDEPENDENCE RLTY TR INC
COM
45378A106
285
13735
SH
SOLE
0
0
13735
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1037
11027
SH
SOLE
0
0
11027
INVESCO QQQ TR
UNIT SER 1
46090E103
5955
21247
SH
SOLE
0
0
21247
INTUIT
COM
461202103
1100
2854
SH
SOLE
0
0
2854
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
5504
131051
SH
SOLE
0
0
131051
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
2602
19384
SH
SOLE
0
0
19384
INVESCO EXCHANGE TRADED FD T
DWA BASIC MATL
46137V704
1578
21851
SH
SOLE
0
0
21851
INVESCO EXCHANGE TRADED FD T
DYNMC LRG VALU
46137V738
1120
25651
SH
SOLE
0
0
25651
INVESCO EXCHANGE TRADED FD T
DWA MOMENTUM
46137V837
574
8425
SH
SOLE
0
0
8425
INVESCO EXCHANGE TRADED FD T
DWA ENERGY MNT
46137V878
4404
115261
SH
SOLE
0
0
115261
INVESCO EXCHANGE TRADED FD T
DWA STAPLES
46137V886
2001
25493
SH
SOLE
0
0
25493
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
46138G664
4075
40013
SH
SOLE
0
0
40013
IQVIA HLDGS INC
COM
46266C105
1322
6093
SH
SOLE
0
0
6093
IRON MTN INC NEW
COM
46284V101
3205
65831
SH
SOLE
0
0
65831
ISHARES TR
CORE S&P TTL STK
464287150
3010
35927
SH
SOLE
0
0
35927
ISHARES TR
CORE S&P500 ETF
464287200
286
754
SH
SOLE
0
0
754
ISHARES TR
CORE US AGGBD ET
464287226
243
2389
SH
SOLE
0
0
2389
ISHARES TR
20 YR TR BD ETF
464287432
11493
100048
SH
SOLE
0
0
100048
ISHARES TR
1 3 YR TREAS BD
464287457
3323
40136
SH
SOLE
0
0
40136
ISHARES TR
CORE S&P MCP ETF
464287507
654
2890
SH
SOLE
0
0
2890
ISHARES TR
RUS 1000 VAL ETF
464287598
203
1399
SH
SOLE
0
0
1399
ISHARES TR
RUS 1000 GRW ETF
464287614
3059
13987
SH
SOLE
0
0
13987
ISHARES TR
CORE S&P SCP ETF
464287804
3994
43216
SH
SOLE
0
0
43216
ISHARES TR
MSCI USA ESG SLC
464288802
3225
39973
SH
SOLE
0
0
39973
ISHARES TR
MSCI USA QLT FCT
46432F339
1358
12157
SH
SOLE
0
0
12157
ISHARES TR
MSCI USA MMENTM
46432F396
5910
43339
SH
SOLE
0
0
43339
ISHARES TR
CORE MSCI EAFE
46432F842
203
3441
SH
SOLE
0
0
3441
ISHARES TR
EXPONENTIAL TECH
46434V381
1295
27009
SH
SOLE
0
0
27009
ISHARES TR
ESG AWR US AGRGT
46435U549
452
9242
SH
SOLE
0
0
9242
JPMORGAN CHASE & CO
COM
46625H100
3544
31473
SH
SOLE
0
0
31473
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
366
7310
SH
SOLE
0
0
7310
JOHNSON & JOHNSON
COM
478160104
760
4281
SH
SOLE
0
0
4281
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
1372
9954
SH
SOLE
0
0
9954
LAUDER ESTEE COS INC
CL A
518439104
1104
4336
SH
SOLE
0
0
4336
LOCKHEED MARTIN CORP
COM
539830109
268
623
SH
SOLE
0
0
623
MARATHON PETE CORP
COM
56585A102
3589
43654
SH
SOLE
0
0
43654
MCDONALDS CORP
COM
580135101
470
1904
SH
SOLE
0
0
1904
MERCK & CO INC
COM
58933Y105
297
3258
SH
SOLE
0
0
3258
MICROSOFT CORP
COM
594918104
14657
57067
SH
SOLE
0
0
57067
MOTOROLA SOLUTIONS INC
COM NEW
620076307
3945
18821
SH
SOLE
0
0
18821
NETFLIX INC
COM
64110L106
208
1191
SH
SOLE
0
0
1191
NOVO-NORDISK A S
ADR
670100205
4551
40846
SH
SOLE
0
0
40846
NVIDIA CORPORATION
COM
67066G104
1499
9890
SH
SOLE
0
0
9890
ONEOK INC NEW
COM
682680103
2963
53380
SH
SOLE
0
0
53380
PACER FDS TR
LUNT LRG CP ALTR
69374H717
3998
97670
SH
SOLE
0
0
97670
PACER FDS TR
US CASH COWS 100
69374H881
3061
71067
SH
SOLE
0
0
71067
PFIZER INC
COM
717081103
202
3854
SH
SOLE
0
0
3854
PROCTER AND GAMBLE CO
COM
742718109
228
1586
SH
SOLE
0
0
1586
PROSHARES TR
S&P 500 DV ARIST
74348A467
313
3672
SH
SOLE
0
0
3672
QUALCOMM INC
COM
747525103
225
1759
SH
SOLE
0
0
1759
RAYMOND JAMES FINL INC
COM
754730109
795
8891
SH
SOLE
0
0
8891
ROCKWELL AUTOMATION INC
COM
773903109
226
1133
SH
SOLE
0
0
1133
S&P GLOBAL INC
COM
78409V104
1492
4425
SH
SOLE
0
0
4425
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1933
5125
SH
SOLE
0
0
5125
SPDR SER TR
PRTFLO S&P500 GW
78464A409
1647
31511
SH
SOLE
0
0
31511
SPDR SER TR
S&P DIVID ETF
78464A763
3915
32988
SH
SOLE
0
0
32988
SALESFORCE INC
COM
79466L302
1670
10117
SH
SOLE
0
0
10117
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
234
4036
SH
SOLE
0
0
4036
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
8658
170090
SH
SOLE
0
0
170090
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
251
3499
SH
SOLE
0
0
3499
SOUTHERN CO
COM
842587107
1282
17973
SH
SOLE
0
0
17973
SYNCHRONY FINANCIAL
COM
87165B103
994
36002
SH
SOLE
0
0
36002
TJX COS INC NEW
COM
872540109
1225
21943
SH
SOLE
0
0
21943
TARGET CORP
COM
87612E106
2234
15821
SH
SOLE
0
0
15821
TESLA INC
COM
88160R101
912
1354
SH
SOLE
0
0
1354
TEXAS INSTRS INC
COM
882508104
232
1511
SH
SOLE
0
0
1511
THERMO FISHER SCIENTIFIC INC
COM
883556102
1415
2604
SH
SOLE
0
0
2604
UNION PAC CORP
COM
907818108
3907
18320
SH
SOLE
0
0
18320
UNITED PARCEL SERVICE INC
CL B
911312106
3101
16989
SH
SOLE
0
0
16989
UNITEDHEALTH GROUP INC
COM
91324P102
8769
17073
SH
SOLE
0
0
17073
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
3095
21571
SH
SOLE
0
0
21571
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
313
901
SH
SOLE
0
0
901
VANGUARD INDEX FDS
GROWTH ETF
922908736
402
1804
SH
SOLE
0
0
1804
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
53350
282843
SH
SOLE
0
0
282843
VISA INC
COM CL A
92826C839
277
1406
SH
SOLE
0
0
1406
WALMART INC
COM
931142103
515
4236
SH
SOLE
0
0
4236
WEYERHAEUSER CO MTN BE
COM NEW
962166104
201
6080
SH
SOLE
0
0
6080
WISDOMTREE TR
US MIDCAP FUND
97717W570
5105
111055
SH
SOLE
0
0
111055
YUM BRANDS INC
COM
988498101
226
1991
SH
SOLE
0
0
1991