0001842362-22-000003.txt : 20220211
0001842362-22-000003.hdr.sgml : 20220211
20220210193507
ACCESSION NUMBER: 0001842362-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220211
DATE AS OF CHANGE: 20220210
EFFECTIVENESS DATE: 20220211
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: 22616054
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
12-31-2021
12-31-2021
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
02-10-2022
0
63
155102
false
INFORMATION TABLE
2
CPC4q21.xml
ABBOTT LABS
COM
002824100
1085
7709
SH
SOLE
0
0
7709
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
310
749
SH
SOLE
0
0
749
ALLIANCEBERNSTEIN HLDG L P
UNIT LTD PARTN
01881G106
344
7051
SH
SOLE
0
0
7051
ALPHABET INC
CAP STK CL C
02079K107
437
151
SH
SOLE
0
0
151
ALPHABET INC
CAP STK CL A
02079K305
585
202
SH
SOLE
0
0
202
AMAZON COM INC
COM
023135106
2074
622
SH
SOLE
0
0
622
APARTMENT INCOME REIT CORP
COM
03750L109
375
6866
SH
SOLE
0
0
6866
APPLE INC
COM
037833100
5892
33183
SH
SOLE
0
0
33183
ARK ETF TR
INNOVATION ETF
00214Q104
596
6301
SH
SOLE
0
0
6301
AUTODESK INC
COM
052769106
297
1055
SH
SOLE
0
0
1055
AUTOZONE INC
COM
053332102
356
170
SH
SOLE
0
0
170
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
379
1266
SH
SOLE
0
0
1266
BK OF AMERICA CORP
COM
060505104
230
5165
SH
SOLE
0
0
5165
BROADCOM INC
COM
11135F101
592
889
SH
SOLE
0
0
889
CISCO SYS INC
COM
17275R102
366
5779
SH
SOLE
0
0
5779
COCA COLA CO
COM
191216100
1922
32468
SH
SOLE
0
0
32468
COMCAST CORP NEW
CL A
20030N101
314
6238
SH
SOLE
0
0
6238
CROWDSTRIKE HLDGS INC
CL A
22788C105
417
2035
SH
SOLE
0
0
2035
GLOBAL PMTS INC
COM
37940X102
246
1819
SH
SOLE
0
0
1819
HOME DEPOT INC
COM
437076102
3437
8282
SH
SOLE
0
0
8282
HUBBELL INC
COM
443510607
548
2629
SH
SOLE
0
0
2629
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
46138G664
4184
33978
SH
SOLE
0
0
33978
INVESCO EXCHANGE TRADED FD T
DYNMC LRG VALU
46137V738
1500
30767
SH
SOLE
0
0
30767
INVESCO QQQ TR
UNIT SER 1
46090E103
344
865
SH
SOLE
0
0
865
ISHARES TR
CORE S&P TTL STK
464287150
4135
38652
SH
SOLE
0
0
38652
ISHARES TR
CORE S&P500 ETF
464287200
266
558
SH
SOLE
0
0
558
ISHARES TR
CORE US AGGBD ET
464287226
256
2243
SH
SOLE
0
0
2243
ISHARES TR
MSCI EAFE ETF
464287465
616
7835
SH
SOLE
0
0
7835
ISHARES TR
RUS 1000 GRW ETF
464287614
5178
16944
SH
SOLE
0
0
16944
ISHARES TR
S&P MC 400VL ETF
464287705
231
2090
SH
SOLE
0
0
2090
ISHARES TR
CORE S&P SCP ETF
464287804
5367
46868
SH
SOLE
0
0
46868
ISHARES TR
S&P SML 600 GWT
464287887
229
1648
SH
SOLE
0
0
1648
ISHARES TR
MSCI USA ESG SLC
464288802
4036
37982
SH
SOLE
0
0
37982
ISHARES TR
MSCI USA MMENTM
46432F396
6362
34992
SH
SOLE
0
0
34992
ISHARES TR
CORE MSCI EAFE
46432F842
272
3645
SH
SOLE
0
0
3645
JOHNSON & JOHNSON
COM
478160104
711
4156
SH
SOLE
0
0
4156
JPMORGAN CHASE & CO
COM
46625H100
654
4127
SH
SOLE
0
0
4127
LOCKHEED MARTIN CORP
COM
539830109
209
589
SH
SOLE
0
0
589
MCDONALDS CORP
COM
580135101
474
1769
SH
SOLE
0
0
1769
MERCK & CO INC
COM
58933Y105
208
2710
SH
SOLE
0
0
2710
META PLATFORMS INC
CL A
30303M102
1122
3337
SH
SOLE
0
0
3337
MICROSOFT CORP
COM
594918104
1521
4522
SH
SOLE
0
0
4522
NETFLIX INC
COM
64110L106
718
1191
SH
SOLE
0
0
1191
PAYPAL HLDGS INC
COM
70450Y103
277
1470
SH
SOLE
0
0
1470
PFIZER INC
COM
717081103
215
3646
SH
SOLE
0
0
3646
PROCTER AND GAMBLE CO
COM
742718109
255
1557
SH
SOLE
0
0
1557
RAYMOND JAMES FINL INC
COM
754730109
929
9252
SH
SOLE
0
0
9252
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
330
2018
SH
SOLE
0
0
2018
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
10353
176638
SH
SOLE
0
0
176638
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
272
3359
SH
SOLE
0
0
3359
SOUTHERN CO
COM
842587107
1620
23621
SH
SOLE
0
0
23621
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2066
4350
SH
SOLE
0
0
4350
TESLA INC
COM
88160R101
1190
1126
SH
SOLE
0
0
1126
TEXAS INSTRS INC
COM
882508104
245
1302
SH
SOLE
0
0
1302
UNITEDHEALTH GROUP INC
COM
91324P102
773
1539
SH
SOLE
0
0
1539
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
403
924
SH
SOLE
0
0
924
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
68360
283134
SH
SOLE
0
0
283134
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1134
6603
SH
SOLE
0
0
6603
VISA INC
COM CL A
92826C839
249
1151
SH
SOLE
0
0
1151
WALMART INC
COM
931142103
589
4069
SH
SOLE
0
0
4069
WEYERHAEUSER CO MTN BE
COM NEW
962166104
250
6080
SH
SOLE
0
0
6080
WISDOMTREE TR
US MIDCAP FUND
97717W570
5921
105212
SH
SOLE
0
0
105212
YUM BRANDS INC
COM
988498101
276
1991
SH
SOLE
0
0
1991