BFC Planning, Inc.

Q1 2025 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
3/31/2025
Date filed
10/29/2026
Form type
13F-HR
Num holdings
2,663
Total value ($000)
$1,133,687
Net value change ($000)
-69,120 (-5.7%)
New positions
177
Sold out positions
117
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2026 Next filing: 10/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PAYX 6,464 1513.8%
EXEL 6,374 10803.4%
DRI 3,918 2030.1%
CBRE 3,722 8271.1%
AMT 3,313 698.9%
KR 3,204 507.0%
EQT 3,177 760.0%
MNST 2,895 226.7%
TMUS 2,526 17.4%
QYLD 2,401 177.6%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -22,410 -28.3%
FIIG -14,640 -98.4%
AAPL -12,516 -20.1%
UTHR -7,187 -99.6%
CMG -6,667 -80.1%
J -5,350 -99.9%
TJX -4,519 -94.2%
DLR -4,507 -84.1%
SPG -4,446 -93.6%
BE -4,205 -99.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 169 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type