Comprehensive Financial Planning, Inc./Pa Portfolio Holdings

Comprehensive Financial Planning, Inc./Pa

  • $118 Billion
  • Q4 2024

Comprehensive Financial Planning, Inc./Pa has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 361 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.23B, Nvidia Corp with a value of $6.52B, Microsoft Corp with a value of $6.27B, Meta Platforms, Inc. with a value of $4.83B, and Janus Detroit Str Tr Janus Hen with a value of $4.8B.

Examining the 13F form we can see an increase of $118B in the current position value.

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.

Portfolio value $118 Billion
ETFs: $64.2 Billion
Technology: $25.8 Billion
Communication Services: $6.14 Billion
Consumer Cyclical: $4.68 Billion
Financial Services: $3.2 Billion
Consumer Defensive: $2.32 Billion
Industrials: $2.24 Billion
Energy: $682 Million
Other: $921 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$8.23 Billion 6.95% of portfolio
32,855
Q4 2024 New
$308B
$6.52 Billion 5.5% of portfolio
48,525
Q4 2024 New
$3.3T
$6.27 Billion 5.3% of portfolio
14,879
Q4 2024 New
$1.53T
$4.83 Billion 4.08% of portfolio
8,256
Q4 2024 New
$0
$4.8 Billion 4.06% of portfolio
94,732
Q4 2024 New
$0
$4.69 Billion 3.96% of portfolio
7,965
Q4 2024 New
$0
$4.37 Billion 3.69% of portfolio
8,108
Q4 2024 New
$0
$3.98 Billion 3.36% of portfolio
142,862
Q4 2024 New
$0
$3.65 Billion 3.08% of portfolio
73,042
Q4 2024 New
$2.42T
$2.73 Billion 2.3% of portfolio
12,438
Q4 2024 New
$0
$2.5 Billion 2.11% of portfolio
108,667
Q4 2024 New
$0
$2.35 Billion 1.99% of portfolio
23,890
Q4 2024 New
$0
$2.28 Billion 1.93% of portfolio
3,896
Q4 2024 New
$427B
$2.16 Billion 1.82% of portfolio
2,356
Q4 2024 New
$0
$2.03 Billion 1.72% of portfolio
9,425
Q4 2024 New
$0
$1.96 Billion 1.66% of portfolio
24,270
Q4 2024 New
$0
$1.83 Billion 1.55% of portfolio
3,581
Q4 2024 New
$0
$1.82 Billion 1.54% of portfolio
58,031
Q4 2024 New
$0
$1.73 Billion 1.46% of portfolio
63,464
Q4 2024 New
$0
$1.66 Billion 1.41% of portfolio
7,912
Q4 2024 New
$0
$1.52 Billion 1.29% of portfolio
27,047
Q4 2024 New
$1.23T
$1.36 Billion 1.15% of portfolio
3,370
Q4 2024 New
$231B
$1.35 Billion 1.14% of portfolio
1,275
Q4 2024 New
$85.3B
$1.2 Billion 1.02% of portfolio
3,513
Q4 2024 New
$0
$1.17 Billion 0.99% of portfolio
4,424
Q4 2024 New
$0
$1.11 Billion 0.94% of portfolio
1,792
Q4 2024 New
-
$987 Million 0.83% of portfolio
-
Q4 2024 New
$0
$911 Million 0.77% of portfolio
7,374
Q4 2024 New
$0
$884 Million 0.75% of portfolio
5,544
Q4 2024 New
Listed Fnds Rondhl Mgnfcnt ETF
-
$877 Million 0.74% of portfolio
-
Q4 2024 New
$0
$854 Million 0.72% of portfolio
8,361
Q4 2024 New
$0
$846 Million 0.71% of portfolio
14,974
Q4 2024 New
$0
$770 Million 0.65% of portfolio
3,312
Q4 2024 New
$83.6B
$766 Million 0.65% of portfolio
3,305
Q4 2024 New
$0
$757 Million 0.64% of portfolio
18,395
Q4 2024 New
$0
$727 Million 0.61% of portfolio
11,853
Q4 2024 New
Victoryshares Free Cash Flow ETF
-
$718 Million 0.61% of portfolio
-
Q4 2024 New
$0
$695 Million 0.59% of portfolio
6,850
Q4 2024 New
$0
$646 Million 0.55% of portfolio
9,675
Q4 2024 New
$0
$639 Million 0.54% of portfolio
3,644
Q4 2024 New
$0
$644 Million 0.54% of portfolio
11,189
Q4 2024 New
$0
$626 Million 0.53% of portfolio
3,403
Q4 2024 New
$86B
$626 Million 0.53% of portfolio
3,104
Q4 2024 New
Janus Henderson Secrtz Inc ETF
-
$610 Million 0.51% of portfolio
-
Q4 2024 New
$1.16T
$576 Million 0.49% of portfolio
3,043
Q4 2024 New
$0
$545 Million 0.46% of portfolio
26,280
Q4 2024 New
$0
$536 Million 0.45% of portfolio
10,838
Q4 2024 New
$67.1B
$537 Million 0.45% of portfolio
2,669
Q4 2024 New
$0
$511 Million 0.43% of portfolio
13,833
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 361
  • Current Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 360 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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