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CPR Investments Inc.
CPR Investments Inc. is an independent investment adviser headquartered in Rochester, Michigan. Founded in 2007, the firm offers comprehensive wealth management services, including investment advisory, retirement planning, legacy planning, insurance, and debt reduction strategies. Serving individual investors, families, and business owners, CPR Investments Inc. aims to help clients fulfill their financial goals through personalized planning and ongoing relationship management. The firm is registered with the SEC and employs a team of nearly 40 professionals.
Investment Strategy
CPR Investments Inc. provides client-focused wealth management by developing personalized investment strategies tailored to individual financial objectives and risk profiles. The firm creates roadmaps for reaching specific life and financial goals, integrating investment planning with insurance, college savings, retirement, and estate planning. They prioritize risk management, long-term wealth accumulation, and a holistic approach to each client's overall financial wellbeing. Investment decisions are made with the client's best interests in mind, focusing on diversified portfolios and strategic asset allocation to achieve targeted returns.
Latest 13F Filing Activity
CPR Investments Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 48 equity positions with a total 13F market value of $145M. The fund increased holdings in Invesco Exch Traded FD TR II, Proshares TR, SPDR Gold TR among other positions. CPR Investments Inc. reduced exposure to Invesco Exch Traded FD TR II, Etf Ser Solutions, SPDR Dow Jones Indl Average among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TBLL | INVESCO EXCH TRADED FD TR II | 12.74% | $18.5M | 175,174 | $105.60 | $105.64 | +$4.2M |
Q QQQ | INVESCO QQQ TR | 9.09% | $13.2M | 21,996 | $544.30 | $600.37 | +$615.9K |
I IYW | ISHARES TR | 8.00% | $11.6M | 59,346 | $167.96 | $195.86 | +$804.2K |
V VOO | VANGUARD INDEX FDS | 6.97% | $10.1M | 16,533 | $536.91 | $612.38 | +$774.3K |
G GLD | SPDR GOLD TR | 6.43% | $9.3M | 26,261 | $175.12 | $355.47 | +$928.6K |
Industry Allocation
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