Comprehensive Financial Planning, Inc./Pa New Holdings in Q4 2024

Comprehensive Financial Planning, Inc./Pa

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.69K
New
$124.26 - $134.12 $459K - $495K
3.69K $475M
GOOG
Alphabet Inc.

Communication Services
2.46K
New
$163.08 - $198.16 $401K - $488K
2.46K $469M
VNLA
Janus Henderson Short Duration

ETFs
9.42K
New
$48.82 - $49.11 $460K - $463K
9.42K $461M
CDC
Victory Portfolios Ii Shs Inco

ETFs
7.2K
New
$61.65 - $67.55 $444K - $486K
7.2K $451M
IETC
Ishares U S ETF Tr

ETFs
5.17K
New
$77.24 - $89.31 $400K - $462K
5.17K $441M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
15.3K
New
$26.52 - $32.15 $405K - $491K
15.3K $437M
TCHP
T Rowe Price Exchange Traded F

Technology
9.86K
New
$39.17 - $43.9 $386K - $433K
9.86K $415M
VB
Vanguard Small Cap ETF

ETFs
1.66K
New
$233.76 - $261.58 $388K - $434K
1.66K $399M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.08K
New
$126.68 - $134.74 $391K - $415K
3.08K $393M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.66K
New
$216.72 - $244.71 $359K - $406K
1.66K $390M
VHT
Vanguard Health Care ETF

ETFs
1.46K
New
$250.81 - $283.3 $367K - $414K
1.46K $371M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.05K
New
$316.94 - $357.88 $332K - $375K
1.05K $360M
DRSK
ETF Ser Solutions Aptus Define

ETFs
13K
New
$27.43 - $28.44 $355K - $368K
13K $355M
JGRO
J P Morgan Exchange Traded Fd
4.24K
New
N/A
4.24K $344M
VTI
Vanguard Total Stock Market Et

ETFs
1.18K
New
$280.04 - $302.45 $331K - $357K
1.18K $342M
Global X Defense Tech ETF
8.99K
New
N/A
8.99K $336M
USLM
United States Lime & Minerals Inc

Basic Materials
2.49K
New
$91.63 - $157.45 $228K - $392K
2.49K $330M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
5.72K
New
$54.63 - $62.03 $313K - $355K
5.72K $317M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.25K
New
$89.97 - $98.59 $293K - $321K
3.25K $309M
XOM
Exxon Mobil Corp

Energy
2.81K
New
$105.51 - $125.37 $297K - $353K
2.81K $302M
FULT
Fulton Financial Corp

Financial Services
15.6K
New
$16.97 - $21.99 $265K - $343K
15.6K $301M
BJUL
Innovator U.S. Equity Buffer E

ETFs
6.61K
New
$43.33 - $45.42 $286K - $300K
6.61K $294M
VCR
Vanguard Consumer Discretionar

ETFs
784
New
$328.51 - $401.37 $258K - $315K
784 $294M
AIQ
Global X Funds Global X Artifi

ETFs
7.14K
New
$36.57 - $40.57 $261K - $290K
7.14K $276M
AGX
Argan Inc

Industrials
1.99K
New
$100.91 - $160.81 $201K - $320K
1.99K $272M
Jpmorgn Hedgd Eqty Lad Ovrly ETF
4.34K
New
N/A
4.34K $269M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.61K
New
$160.89 - $176.18 $259K - $283K
1.61K $260M
PRN
Invesco Dwa Industrials Moment

ETFs
1.69K
New
$151.92 - $177.75 $256K - $300K
1.69K $259M
Astera Labs Inc
1.89K
New
N/A
1.89K $250M
IWN
Ishares Russell2000 Val ETF

ETFs
1.43K
New
$162.69 - $181.35 $233K - $260K
1.43K $235M
XLE
Energy Sector Spdr

ETFs
2.53K
New
$83.32 - $97.27 $211K - $246K
2.53K $217M
JPM
Jpmorgan Chase & CO

Financial Services
873
New
$205.18 - $250.29 $179K - $219K
873 $209M
AMD
Advanced Micro Devices Inc

Technology
1.65K
New
$118.88 - $172.8 $196K - $285K
1.65K $199M
FIX
Comfort Systems Usa Inc

Industrials
463
New
$370.68 - $504.12 $172K - $233K
463 $196M
V
Visa Inc.

Financial Services
612
New
$273.87 - $320.91 $168K - $196K
612 $193M
IYT
Ishares Tr U.S. Transportation

ETFs
2.82K
New
$66.79 - $75.4 $188K - $213K
2.82K $191M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
28.1K
New
$5.7 - $8.27 $160K - $232K
28.1K $190M
Ftai Aviation LTD F
1.32K
New
N/A
1.32K $190M
TSCO
Tractor Supply CO

Consumer Cyclical
3.5K
New
$52.59 - $303.74 $184K - $1.06M
3.5K $186M
IGV
Ishares Expanded Tech Software

ETFs
1.83K
New
$87.5 - $110.17 $160K - $201K
1.83K $183M
CVX
Chevron Corp

Energy
1.23K
New
$141.15 - $162.53 $174K - $200K
1.23K $178M
OWL
Blue Owl Capital Inc.

Financial Services
7.41K
New
$19.51 - $24.81 $145K - $184K
7.41K $172M
TW
Tradeweb Markets Inc.

Financial Services
1.29K
New
$124.87 - $136.32 $161K - $176K
1.29K $169M
MGV
Vanguard Mega Cap Value

ETFs
1.35K
New
$124.06 - $133.48 $167K - $180K
1.35K $168M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
6.09K
New
$24.92 - $32.79 $152K - $200K
6.09K $167M
APH
Amphenol Corp

Technology
2.41K
New
$62.07 - $75.35 $150K - $182K
2.41K $167M
IWM
Ishares Russell 2000 ETF

ETFs
757
New
$216.13 - $242.4 $164K - $183K
757 $167M
LPX
Louisiana Pacific Corp

Industrials
1.57K
New
$98.02 - $120.27 $154K - $188K
1.57K $162M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
889
New
$174.04 - $205.27 $155K - $182K
889 $160M
Activity Summary
Buys All Purchases 360 New Holdings 360 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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