Comprehensive Financial Planning, Inc./Pa Portfolio Holdings
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
Comprehensive Financial Planning, Inc./Pa has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 347 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $8.58B, Apple Inc. with a value of $7.45B, Meta Platforms, Inc. with a value of $7.3B, Nvidia Corp with a value of $6.93B, and Microsoft Corp with a value of $5.8B.
Examining the 13F form we can see an increase of $18.9B in the current position value, from $127B to 146B.
Comprehensive Financial Planning, Inc./Pa is based out at East Petersburg, PA
Below you can find more details about Comprehensive Financial Planning, Inc./Pa portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 347
- Current Value $146 Billion
- Prior Value $127 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 21 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 33 stocks