BFC Planning, Inc. has filed its Form 13F-HR, disclosing the equity securities held by the firm as of the close of business on June 30, 2025. The filing lists a total of 2660 positions held by the firm.
The report indicates that the firm holds 90 shares of 10x Genomics Inc. Class A Common Stock. The firm also holds 420 shares of First Financial Bancorp Common Stock. Other notable positions include 100 shares of 8x8 Inc. New Common Stock, 25 shares of AAON Inc. Common Stock, and 76 shares of AAR Corp. Common Stock.
The filing details a diverse portfolio including 11,852 shares of Abbott Laboratories Common Stock, 36,471 shares of AbbVie Inc. Common Stock, and 599 shares of Abrdn Healthcare Investors Sh Class B. The firm also lists 500 shares of Academy Sports & Outdoors Inc. Common Stock and 225 shares of Accendra Health Inc. Common Stock.
Additional holdings include 909 shares of Accenture PLC Ireland Shares Class A, 49,240 shares of Accuray Inc. Delaware Common Stock, and 5,759 shares of ACI Worldwide Inc. Common Stock. The filing also lists 728 shares of ACM Resh Inc. Class A Common Stock, 46 shares of Acuity Inc. Common Stock, and 110 shares of Addus Homecare Corp. Common Stock.
The portfolio includes 3 shares of Adient PLC Ordinary Shares, 77 shares of Adma Biologics Inc. Common Stock, 5,818 shares of Adobe Inc. Common Stock, and 34,398 shares of ADT Inc. Delaware Common Stock. The firm also holds 13 shares of Advanced Drain Sys Inc. Delaware Common Stock, 114 shares of Advanced Energy Inds Common Stock, and 14,614 shares of Advanced Micro Devices Inc. Common Stock.
Other disclosed positions include 57 shares of Advansix Inc. Common Stock, 411 shares of Advisors Inner Circle Fund III Rayliant Nextgen Common Stock, 57 shares of Aecom Common Stock, and 15,305 shares of Aegon Ltd American Reg 1 Certificate.
The filing lists 490 shares of Aehr Test Sys Common Stock, 973 shares of Aercap Holdings NV Shares N, 76 shares of Aerovolution Inc Common Stock, and 968 shares of AES Corp Common Stock. The firm also holds 310 shares of Affirm Hldgs Inc. Class A Common Stock, 8,234 shares of AFLAC Inc. Common Stock, and 404 shares of Agco Corp Common Stock.
The portfolio includes 423 shares of Agilent Technologies Inc. Common Stock, 79 shares of Agilysys Inc. Common Stock, and 187,345 shares of Agnc Inv Corp Common Stock. The firm also lists 121 shares of Agnico Eagle Mines Ltd Common Stock, 72 shares of Agree Realty Corp. Common Stock, and 38,360 shares of Aim Etf Products Trust Allianzim Us Eqt Common Stock.
Other holdings include 26,862 shares of Aim Etf Products Trust Allianzim Us Eqt Common Stock, 1,376 shares of Aim Etf Products Trust Allia Us Oct Eqt Common Stock, and 1,187 shares of Aim Etf Products Trust Allianzim Us Common Stock. The firm also lists 33,716 shares of Aim Etf Products Trust Allianzim Us Eqt Common Stock, 8,000 shares of Aim Etf Products Trust Allia Us Aug Eqt Common Stock, and 23,489 shares of Aim Etf Products Trust Allia Us Jun Eqt Common Stock.
The filing includes 8,902 shares of Aim Etf Products Trust Allia Us May Eqt Common Stock, 875 shares of Aim Etf Products Trust Allianzim Us Eqt Common Stock, 6,047 shares of Aim Etf Products Trust Allia Us Feb Eqt Common Stock, and 11,001 shares of Aim Etf Products Trust Allianzim Us Eqt Common Stock. The firm also lists 1,602 shares of Aim Etf Products Trust Allia Us Jan Eqt Common Stock and 14,823 shares of Aim Etf Products Trust Allianzim Us Eqt Common Stock.
Other disclosed positions include 1,530 shares of Air Products And Chemicals I Common Stock, 2,723 shares of Airbnb Inc. Class A Common Stock, 8,715 shares of Akamai Technologies Inc. Common Stock, and 657 shares of Alaska Air Group Inc. Common Stock.
The filing lists 115 shares of Albany Intl Corp Class A, 983 shares of Albemarle Corp. Common Stock, 134 shares of Albertsons Companies Inc. Common Stock, and 758 shares of Alcoa Corp. Common Stock. The firm also holds 245 shares of Alcon Ag Ord Shares, 9 shares of Alexanders Inc. Common Stock, and 629 shares of Alexandria Real Estate Eq In Common Stock.
The portfolio includes 2,209 shares of Alibaba Group Hldg Ltd Sponsored Ads, 85 shares of Alico Inc. Common Stock, 23 shares of Align Technology Inc. Common Stock, and 140 shares of Alkami Technology Inc. Common Stock. The firm also lists 557 shares of Alkermes PLC Shares, 172 shares of Allegion PLC Ordinary Shares, and 5,051 shares of Alliance Resource Partners Lp Ut Ltd Partnership.
Other holdings include 7,507 shares of AllianceBernstein Global High Common Stock, 7,706 shares of AllianceBernstein Hldg Lp Unit Ltd Partnership, 10,514 shares of Alliant Energy Corp. Common Stock, and 41 shares of Allient Inc. Common Stock. The filing also lists 322 shares of Allison Transmission Hldgs I Common Stock, 251 shares of Allogene Therapeutics Inc. Common Stock, and 2,114 shares of Allspring Global Dividend Op Common Stock.
The portfolio includes 2,909 shares of Allstate Corp. Common Stock, 821 shares of Ally Finl Inc. Common Stock, 62 shares of Alnylam Pharmaceuticals Inc. Common Stock, and 33,449 shares of Alphabet Inc Cap Stk Cl C. The firm also lists 62,600 shares of Alphabet Inc Cap Stk Cl A, 450 shares of Alps Etf Tr Equal Sec Etf Common Stock, 50 shares of Alps Etf Tr Oshs Gbl Inter Common Stock, and 1,000 shares of Alps Etf Tr Oshares Intl D Common Stock.
Other disclosed positions include 1 share of Alps Etf Tr Oshares Us Qualt Common Stock, 45,236 shares of Alps Etf Tr Alerian Mlp Common Stock, 250 shares of Alps Etf Tr Med Breakthgh Common Stock, and 7,320 shares of Alps Etf Tr Alerian Energy Common Stock. The filing lists 27,289 shares of Altria Group Inc. Common Stock, 30 shares of Amarin Corp Plc Sponsored Adr Common Stock, and 110,157 shares of Amazon Com Inc Common Stock.
The portfolio includes 2,775 shares of Ambev Sa Sponsored Adr Common Stock, 223 shares of Amc Entmt Hldgs Inc Class A New Common Stock, 312 shares of Amdocs Ltd Shares, 7 shares of Amentum Holdings Inc. Common Stock. The firm also lists 268 shares of Amer States Wtr Co. Common Stock, 4,597 shares of Ameren Corp. Common Stock, and 4,119 shares of America Movil Sab De Cv Spon Ads Rp Cl B Common Stock.
Other holdings include 141 shares of American Airlines Group Inc. Common Stock, 210 shares of American Centy Tr Us Quality Grow Common Stock, 555 shares of American Centy Tr Intl Smcp Vlu Common Stock, and 1,366 shares of American Centy Tr Us Sml Cp Valu Common Stock. The filing also lists 5,487 shares of American Elec Pwr Co Inc. Common Stock, 1,796 shares of American Express Co. Common Stock, and 25 shares of American Financial Group Inc. Common Stock.
The portfolio includes 8,122 shares of American Healthcare Reit Inc. Common Stock, 52 shares of American Homes 4 Rent Cl A, 1,104 shares of American Intl Group Inc. Common Stock New, and 24,500 shares of American Res Corp Cl A. The firm also lists 127 shares of American Strategic Invest Co. Common Stock Cl A, 1,800 shares of American Superconductor Corp. Shares New Common Stock, and 17,597 shares of American Tower Corp. Common Stock.
Other disclosed positions include 189 shares of American Vanguard Corp. Common Stock, 191 shares of American Wtr Wks Co Inc New Common Stock, and 301 shares of Americold Realty Trust Inc. Common Stock. The filing lists 125 shares of Ameriprise Finl Inc. Common Stock, 167 shares of Amesite Inc. Common Stock New, and 108 shares of Ametek Inc. Common Stock.
The portfolio includes 14,682 shares of Amgen Inc. Common Stock, 195 shares of Amkor Technology Inc. Common Stock, and 73,761 shares of Amphenol Corp Class A Common Stock. The firm also lists 61 shares of Amplify Tr Altrntv Harv Etf Common Stock, 5,641 shares of Amplify Tr Block Techn Etf Common Stock, and 100 shares of Amplify Tr Vide Game Le Etf Common Stock.
Other holdings include 65 shares of Amplify Tr Amplify Dglt Pay Common Stock, 1,553 shares of Amplify Tr Amplify Cybersec Common Stock, 103 shares of Amplify Tr Cef High Income Common Stock, and 3,550 shares of Amplify Tr Blackswan Grwt Common Stock. The filing also lists 684 shares of Analog Devices Inc. Common Stock, 417 shares of Andersons Inc. Common Stock, and 797 shares of Angel Oak Finl Strategies In Common Stock Ben Int.
The portfolio includes 4 shares of Angel Oak Funds Trust Income Etf Common Stock, 285 shares of Angi Inc Cl A New Common Stock, 506 shares of Anheuser Busch Inbev Sa Nv Sponsored Adr Common Stock, and 17,916 shares of Annaly Capital Management In Common Stock New. The firm also lists 140 shares of Aon Plc Shares Cl A Common Stock, 47,418 shares of Api Group Corp. Common Stock, and 10,231 shares of Apollo Global Mgmt Inc. Common Stock.
Other disclosed positions include 20 shares of Appfolio Inc. Common Stock Cl A, 30 shares of Appian Corp Class A Common Stock, 981 shares of Apple Hospitality Reit Inc. Common Stock New, and 217,736 shares of Apple Inc. Common Stock. The filing lists 30,236 shares of Applied Digital Corp. Common Stock New, 91 shares of Applied Indl Technologies In Common Stock, 2,629 shares of Applied Matls Inc. Common Stock, and 180 shares of Applied Optoelectronics Inc. Common Stock.
The portfolio includes 30 shares of AppLovin Corp. Common Stock Cl A, 14 shares of Aptiv Plc Common Stock, 1,373 shares of Apyx Medical Corporation Common Stock, and 79 shares of Aramark Common Stock. The firm also lists 10 shares of ArcelorMittal Sa Luxembourg Ny Registry Sh Common Stock, 284 shares of Arch Cap Group Ltd Ord Common Stock, 15,052 shares of Archer Aviation Inc. Common Stock Cl A, and 3,151 shares of Archer Daniels Midland Co. Common Stock.
Other holdings include 3 shares of Archrock Inc. Common Stock, 81 shares of Arcosa Inc. Common Stock, 80 shares of Ardmore Shipping Corp. Common Stock Y0207T100 Common Stock, and 5,010 shares of Ares Capital Corp. Common Stock. The filing also lists 1,630 shares of Ares Coml Real Estate Corp. Common Stock, 1,283 shares of Ares Management Corporation Cl A Common Stock, 33 shares of Argenx Se Sponsored Adr Common Stock, and 2,020 shares of Arista Networks Inc. Common Stock.
The portfolio includes 4,266 shares of Ark Tr Inno Etf Common Stock, 647 shares of Ark Tr Genomic Rev Etf Common Stock, 175 shares of Ark Tr Next Gen Tech Common Stock, and 150 shares of Ark Tr Israel Inovate Common Stock. The firm also lists 310 shares of Ark Tr Bloc Fin Inn Etf Common Stock, 1,656 shares of Arm Holdings Plc Sponsored Ads Common Stock, 133 shares of Armstrong World Inds Inc New Common Stock, and 52 shares of Arrow Electrs Inc. Common Stock.
Other disclosed positions include 461 shares of Artisan Partners Asset Mgmt Cl A Common Stock, 38 shares of Arvinas Inc. Common Stock, 2,800 shares of As Gold And Precious Mtls L Shares G3156P103 Common Stock, and 1 share of Ascent Solar Technologies In Common Stock New Common Stock. The filing lists 176 shares of Ashland Inc. Common Stock, 517 shares of Asml Hldg Nv N Y Registry Shs N07059210 Common Stock, 6,000 shares of Asp Isotopes Inc. Common Stock, and 41 shares of Assembly Biosciences Inc. Common Stock New.
The portfolio includes 5 shares of Assurant Inc. Common Stock, 85 shares of Ast Spacemobile Inc. Common Stock Cl A, 127 shares of Atera Labs Inc. Common Stock, and 176 shares of Astronics Corp. Common Stock. The firm also lists 275 shares of Asure Software Inc. Common Stock, 108,079 shares of At&T Inc. Common Stock, 50 shares of Atkore Inc. Common Stock, and 44 shares of Atlanta Braves Hldgs Inc. Common Stock Ser C.
Other holdings include 204 shares of Atlantic Un Bankshares Corp. Common Stock, 325 shares of Atlassian Corporation Class A Common Stock, 218 shares of Atmos Energy Corp. Common Stock, and 5 shares of Aurinia Pharmaceuticals Inc. Common Stock. The filing also lists 13 shares of Aurora Cannabis Inc. Common Stock, 137 shares of Aurora Innovation Inc Class A Common Stock, 421 shares of Autodesk Inc. Common Stock, and 449 shares of Automatic Data Processing In Common Stock.
The portfolio includes 224 shares of Autozone Inc. Common Stock, 247 shares of Avantor Inc. Common Stock, 106 shares of Avery Dennison Corp. Common Stock, and 138 shares of Avient Corporation Common Stock. The firm also lists 43 shares of Avista Corp. Common Stock, 950 shares of Avnet Inc. Common Stock, 196 shares of Axalta Coating Sys Ltd Common Stock G0750C108 Common Stock, and 29 shares of Axcelis Technologies Inc. Common Stock New.
Other disclosed positions include 22,366 shares of Axil Brands Inc. Common Stock New, 60 shares of Axis Cap Hldgs Ltd Shares G0692U109 Common Stock, 714 shares of Axon Enterprise Inc. Common Stock, 1,160 shares of Axos Financial Inc. Common Stock, and 34 shares of Axsome Therapeutics Inc. Common Stock. The filing lists 500 shares of Axt Inc. Common Stock, 87 shares of Azenta Inc. Common Stock, 2,916 shares of B & G Foods Inc. Common Stock, and 62 shares of Badger Meter Inc. Common Stock.
The portfolio includes 20 shares of Baidu Inc Spon Adr Rep A Common Stock, 1,169 shares of Baker Hughes Company Class A Common Stock, and 100 shares of Ball Corp. Common Stock.