Comprehensive Financial Planning, Inc./Pa Portfolio Holdings
Comprehensive Financial Planning, Inc./Pa
- $127 Billion
- Q2 2025
Comprehensive Financial Planning, Inc./Pa has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $127 Billion distributed in 337 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 $8.62B, Meta Platforms, Inc. with a value of $6.65B, Apple Inc. with a value of $6.1B, Vanguard Index Fds S&P 500 ETF with a value of $4.93B, and Nvidia Corp with a value of $4.82B.
Examining the 13F form we can see an increase of $24.2B in the current position value, from $103B to 127B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 337
- Current Value $127 Billion
- Prior Value $103 Billion
- Filing
- Period Q2 2025
- Filing Date August 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 25 stocks
- Additional Purchases 141 stocks
- Sold out of 0 stocks
- Reduced holdings in 29 stocks