Comprehensive Financial Planning, Inc./Pa Incresed Positions in Q2 2025

Comprehensive Financial Planning, Inc./Pa

  • $127 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.1%
$273.67 - $366.17 $274 - $366
1.05K $384M
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.12%
$187.5 - $246.51 $375 - $493
1.66K $409M
WM
Waste Management Inc

Industrials
286
+ 6.18%
$216.47 - $242.1 $61.9K - $69.2K
4.91K $1.12B
ITOT
Ishares Core S&P Total U.S. St

ETFs
11
+ 0.3%
$108.12 - $135.04 $1.19K - $1.49K
3.71K $501M
IGV
Ishares Expanded Tech Software

ETFs
50
+ 2.74%
$80.15 - $109.5 $4.01K - $5.48K
1.88K $205M
BJUL
Innovator U.S. Equity Buffer E

ETFs
275
+ 4.26%
$39.61 - $47.13 $10.9K - $13K
6.72K $317M
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.85%
$243.75 - $303.93 $2.44K - $3.04K
1.19K $362M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
511
+ 4.83%
$29.52 - $35.31 $15.1K - $18K
11.1K $391M
UNH
Unitedhealth Group Inc

Healthcare
121
+ 390.32%
$274.35 - $599.47 $33.2K - $72.5K
152 $47.3M
ABBV
Abb Vie Inc.

Healthcare
204
+ 60.9%
$170.16 - $206.27 $34.7K - $42.1K
539 $100M
DGRO
Ishares Core Dividend Growth E

ETFs
50
+ 0.5%
$55.22 - $63.94 $2.76K - $3.2K
10.1K $649M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.2%
$146.58 - $180.01 $293 - $360
994 $176M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
36
+ 0.62%
$46.54 - $55.66 $1.68K - $2K
5.8K $323M
RSG
Republic Services, Inc.

Industrials
26
+ 0.97%
$227.2 - $258.07 $5.91K - $6.71K
2.7K $666M
XLU
Utilities Sector Spdr

ETFs
33
+ 0.65%
$73.09 - $82.77 $2.41K - $2.73K
5.08K $415M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.23%
$180.84 - $240.32 $181 - $240
430 $103M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
21
+ 0.68%
$114.78 - $133.31 $2.41K - $2.8K
3.12K $416M
IWL
Ishares Tr Russell 200 ETF

ETFs
20
+ 3.03%
$122.36 - $153.12 $2.45K - $3.06K
680 $104M
IXUS
Ishares Tr

ETFs
22
+ 1.63%
$62.37 - $77.63 $1.37K - $1.71K
1.38K $106M
AVDE
American Centy ETF Tr Avantis

ETFs
33
+ 2.82%
$59.32 - $74.36 $1.96K - $2.45K
1.2K $89M
JCPB
J P Morgan Exchange Traded Fd

ETFs
228
+ 1.27%
$45.9 - $47.2 $10.5K - $10.8K
18.2K $858M
GABF
Gabelli Etfs Tr Finl Svcs Oppt
30
+ 1.4%
$38.32 - $47.45 $1.15K - $1.42K
2.17K $103M
RYT
Invesco S&P 500 Equal Weight T

ETFs
2
+ 0.15%
N/A
1.35K $55.1M
MLPA
Global X Mlp ETF

ETFs
819
+ 7.62%
$46.47 - $54.16 $38.1K - $44.4K
11.6K $581M
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.3%
$86.13 - $108.53 $172 - $217
672 $72.9M
IBB
Ishares Biotechnology ETF

ETFs
61
+ 17.04%
$112.02 - $129.0 $6.83K - $7.87K
419 $53M
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.2%
$74.88 - $91.97 $150 - $184
993 $91.3M
NEM
Newmont Corp

Basic Materials
4
+ 0.63%
$44.18 - $59.46 $177 - $238
638 $37.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.06%
$141.87 - $164.49 $142 - $164
1.62K $266M
VNLA
Janus Henderson Short Duration

ETFs
118
+ 1.24%
$48.74 - $49.2 $5.75K - $5.81K
9.61K $473M
JHMM
John Hancock Multifactor Mid C

ETFs
7
+ 0.48%
$50.32 - $61.13 $352 - $428
1.47K $89.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.31%
$90.56 - $109.49 $272 - $328
972 $106M
IYG
Ishares Tr

ETFs
2
+ 0.31%
$68.9 - $85.6 $138 - $171
645 $55.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
2
+ 0.29%
$70.56 - $87.22 $141 - $174
680 $59.3M
T Rowe Price Growth ETF
1
+ 0.14%
N/A
731 $29.5M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.41%
$193.73 - $237.37 $194 - $237
247 $58.5M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1
+ 0.17%
$16.58 - $24.56 $16.6 - $24.6
602 $14.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.71%
$376.48 - $440.65 $376 - $441
142 $62.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.27%
$73.7 - $90.98 $73.7 - $91
378 $34.4M
AOR
Ishares Tr Core Growth Allocat

ETFs
4
+ 0.6%
$53.36 - $61.57 $213 - $246
676 $41.6M
AOM
Ishares Tr Core Moderate Alloc

ETFs
8
+ 0.68%
$41.55 - $46.04 $332 - $368
1.18K $54.2M
AVEM
American Centy ETF Tr Avantis

ETFs
5
+ 1.67%
$53.08 - $68.54 $265 - $343
304 $20.8M
DIS
Walt Disney CO

Communication Services
5
+ 5.56%
$81.72 - $124.01 $409 - $620
95 $11.7M
RPV
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.49%
$81.66 - $93.76 $572 - $656
1.44K $135M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.49%
$162.65 - $188.71 $325 - $377
407 $76.7M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
3
+ 0.37%
$37.78 - $44.9 $113 - $135
817 $36.7M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.56%
$81.79 - $99.98 $81.8 - $100
181 $17.7M
NDAQ
Nasdaq, Inc.

Financial Services
1
+ 0.78%
$66.4 - $89.42 $66.4 - $89.4
130 $11.6M
F
Ford Motor CO

Consumer Cyclical
27
+ 1.52%
$8.69 - $10.85 $235 - $293
1.8K $19.5M
Activity Summary
Buys All Purchases 166 New Holdings 25 Increased Positions 141 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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