Comprehensive Financial Planning, Inc./Pa Purchases in Q2 2025

Comprehensive Financial Planning, Inc./Pa

  • $127 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IETC
Ishares U S ETF Tr

ETFs
574
+ 13.61%
$67.28 - $94.0 $38.6K - $54K
4.79K $451M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.19K
+ 36.5%
$51.14 - $57.0 $112K - $125K
8.19K $465M
RSP
Invesco S&P 500 Equal Weight E

ETFs
497
+ 13.58%
$152.93 - $181.74 $76K - $90.3K
4.16K $756M
IYW
Ishares Dj Us Tech ETF

ETFs
2
+ 0.06%
$122.57 - $173.27 $245 - $347
3.64K $630M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.07K
+ 6.71%
$45.88 - $54.4 $49.1K - $58.3K
17K $927M
T Rowe Price Cptl Aprctneqt ETF
900
+ 4.4%
N/A
21.3K $753M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.9K
+ 4.59%
N/A
43.3K $1.07B
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.43%
$210.28 - $289.91 $1.68K - $2.32K
1.85K $537M
BALT
Innovator Etfs Tr
1.32K
+ 2.3%
$30.33 - $32.1 $40.1K - $42.5K
58.8K $1.89B
PJUL
Innovator U.S. Equity Power Bu

ETFs
339
+ 1.85%
$37.66 - $43.85 $12.8K - $14.9K
18.6K $817M
GOOGL
Alphabet Inc.

Communication Services
144
+ 6.06%
$144.7 - $178.6 $20.8K - $25.7K
2.52K $444M
VO
Vanguard Mid Cap ETF

ETFs
37
+ 1.23%
$228.54 - $279.83 $8.46K - $10.4K
3.05K $853M
WCN
Waste Connections, Inc.

Industrials
400
+ 100.0%
$183.26 - $199.95 $73.3K - $80K
800 $149M
LYV
Live Nation Entertainment, Inc.

Communication Services
379
+ 92.67%
$118.81 - $151.28 $45K - $57.3K
788 $119M
AIQ
Global X Funds Global X Artifi

ETFs
210
+ 2.94%
$31.5 - $43.69 $6.62K - $9.17K
7.35K $321M
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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
628
New
$85.42 - $94.39 $53.6K - $59.3K
628 $59M
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
CWST
Casella Waste Systems Inc

Industrials
300
New
$103.78 - $120.37 $31.1K - $36.1K
300 $34.6M
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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
433
+ 2.89%
$47.46 - $55.3 $20.6K - $23.9K
15.4K $850M
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
NOBL
Proshares S&P 500 Dividend Ari

ETFs
100
New
$90.85 - $102.31 $9.09K - $10.2K
100 $10.1M
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
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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