CONSOLIDATED PLANNING CORP
RIA/Wealth
CONSOLIDATED PLANNING CORP is a RIA/Wealth based in Atlanta, GA led by Varun Kalyan Marneni, reporting $2.1B in AUM as of Q3 2025 with 48% ETF concentration.
CEOVarun Kalyan Marneni
- Portfolio Value
- $946.6M
- Positions
- 190
- Top Holding
- AVUS at 5.53%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CONSOLIDATED PLANNING CORP's portfolio (34% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $52.3M | 5.53% | +$52.3M New | — 481.2K shares | |
ETF ETF | $51.1M | 5.40% | -$4.9K Sold | — 1.4M shares | |
ETF ETF | $36.8M | 3.89% | +$1.8M Bought | — 1.2M shares | |
ETF ETF | $34.8M | 3.68% | +$20.6M Bought | — 1.8M shares | |
ETF ETF | $29.0M | 3.06% | +$1.1M Bought | — 657.9K shares | |
ETF ETF | $26.6M | 2.81% | +$269.2K Bought | — 597.2K shares | |
ETF ETF | $24.0M | 2.53% | +$3.7M Bought | — 352.6K shares | |
Semiconductors Technology | $22.3M | 2.36% | -$527.5K Sold | 0.00% 67.7K shares | |
Consumer Electronics Technology | $22.3M | 2.35% | +$6.3M Bought | 0.00% 87.5K shares | |
ETF ETF | $22.2M | 2.35% | +$480.9K Bought | — 844.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CONSOLIDATED PLANNING CORP's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for CONSOLIDATED PLANNING CORP
GthenA