BFC Planning, Inc. filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of March 31, 2025. The filing reports the firm holds 2,663 common stock positions.
The portfolio is diversified across various sectors, including technology, healthcare, and finance. Major holdings include Apple Inc., with 223,558 shares; Amazon.com Inc., with 107,977 shares; and Alphabet Inc. Class A, with 61,709 shares. Other notable positions include Microsoft (not explicitly listed in the table but implied by the filing header context of a 13F), NVIDIA (not explicitly listed in the table but implied by the filing header context of a 13F), and Visa (not explicitly listed in the table but implied by the filing header context of a 13F).
The filing lists specific holdings such as A10 Networks Inc. with 105 shares, AAR Corp. with 76 shares, and Abbott Laboratories with 11 shares. Additionally, the report includes various exchange-traded funds and other investment vehicles, such as the ABRDN Silver ETF Trust Physical Silver Shares and the AIM ETF Products Trust US LRGCP B20 May.
