# EDGAR Filing Document

**Accession Number:** 0001805250
**File Stem:** 0001805250-23-000001
**Filing Date:** 2023-2
**Character Count:** 15549
**Document Hash:** 767b6b4f63e0ea912bd89e9ac8fc80a4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001805250-23-000001.hdr.sgml**: 20230213

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Consolidated Planning Corp<br>**Address:** 1475 PEACHTREE ST. NE<br>SUITE 750<br>ATLANTA, GA 30309

**Form 13F File Number:** 028-20227

**CRD Number (if applicable):** 000111025

**SEC File Number (if applicable):** 801-11913

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jonathon Rose<br>**Title:** Director of Operations and Compliance<br>**Phone:** (404) 879-3000

**Signature, Place, and Date of Signing:**

Jonathon Rose  Atlanta, GA  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 118

**Form 13F Information Table Value Total:** $361387824

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 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 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 TTL STK | 464287150 |  | 2839104 | 33480 | SH |  | SOLE |  | 0 | 0 | 33480 |
| ISHARES TR | CORE S 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 MC 400VL ETF | 464287705 |  | 210672 | 2090 | SH |  | SOLE |  | 0 | 0 | 2090 |
| ISHARES TR | CORE S 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 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 GLOBAL INC | COM | 78409V104 |  | 1468757 | 4385 | SH |  | SOLE |  | 0 | 0 | 4385 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1849589 | 4836 | SH |  | SOLE |  | 0 | 0 | 4836 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 977171 | 19285 | SH |  | SOLE |  | 0 | 0 | 19285 |
| SPDR SER TR | S 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 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 |

---