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
JHMM
John Hancock Multifactor Mid C

ETFs
7
+ 0.48%
$50.32 - $61.13 $352 - $428
1.47K $89.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.31%
$90.56 - $109.49 $272 - $328
972 $106M
IYG
Ishares Tr

ETFs
2
+ 0.31%
$68.9 - $85.6 $138 - $171
645 $55.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
2
+ 0.29%
$70.56 - $87.22 $141 - $174
680 $59.3M
T Rowe Price Growth ETF
1
+ 0.14%
N/A
731 $29.5M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.41%
$193.73 - $237.37 $194 - $237
247 $58.5M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
70
New
$29.19 - $50.24 $2.04K - $3.52K
70 $3.52M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1
+ 0.17%
$16.58 - $24.56 $16.6 - $24.6
602 $14.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.71%
$376.48 - $440.65 $376 - $441
142 $62.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.27%
$73.7 - $90.98 $73.7 - $91
378 $34.4M
AOM
Ishares Tr Core Moderate Alloc

ETFs
8
+ 0.68%
$41.55 - $46.04 $332 - $368
1.18K $54.2M
AVEM
American Centy ETF Tr Avantis

ETFs
5
+ 1.67%
$53.08 - $68.54 $265 - $343
304 $20.8M
DIS
Walt Disney CO

Communication Services
5
+ 5.56%
$81.72 - $124.01 $409 - $620
95 $11.7M
RPV
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.49%
$81.66 - $93.76 $572 - $656
1.44K $135M
SYY
Sysco Corp

Consumer Defensive
28
New
$68.0 - $75.91 $1.9K - $2.13K
28 $2.12M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.49%
$162.65 - $188.71 $325 - $377
407 $76.7M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
3
+ 0.37%
$37.78 - $44.9 $113 - $135
817 $36.7M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.56%
$81.79 - $99.98 $81.8 - $100
181 $17.7M
NDAQ
Nasdaq, Inc.

Financial Services
1
+ 0.78%
$66.4 - $89.42 $66.4 - $89.4
130 $11.6M
F
Ford Motor CO

Consumer Cyclical
27
+ 1.52%
$8.69 - $10.85 $235 - $293
1.8K $19.5M
CPRT
Copart Inc

Consumer Cyclical
32
New
$47.72 - $63.84 $1.53K - $2.04K
32 $1.57M
IAT
Ishares Tr

ETFs
5
+ 1.07%
$39.71 - $49.55 $199 - $248
474 $23.5M
CWS
Advisorshares Tr Advisorshares

ETFs
1
+ 0.3%
$59.37 - $70.0 $59.4 - $70
330 $23.1M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.18%
$54.27 - $63.01 $54.3 - $63
567 $35.5M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 0.69%
$70.7 - $82.14 $212 - $246
436 $35.8M
TFLO
Ishares Treasury Floating Rate

ETFs
29
+ 1.12%
$50.47 - $50.66 $1.46K - $1.47K
2.61K $132M
CPNG
Coupang, Inc.

Consumer Cyclical
40
New
$19.76 - $30.81 $790 - $1.23K
40 $1.2M
AVUV
American Centy ETF Tr Avantis

ETFs
1
+ 0.41%
$75.17 - $91.21 $75.2 - $91.2
246 $22.4M
VTV
Vanguard Value ETF

ETFs
1
+ 0.39%
$153.67 - $176.74 $154 - $177
259 $45.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.96%
$103.88 - $123.68 $208 - $247
210 $25.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.29%
$23.55 - $27.67 $47.1 - $55.3
690 $19.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1
+ 0.31%
$32.0 - $39.87 $32 - $39.9
324 $12.9M
SCHO
Schwab Short Term Us Treasury

ETFs
25
+ 1.08%
$24.19 - $24.45 $605 - $611
2.33K $56.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6
+ 1.04%
$77.74 - $78.78 $466 - $473
581 $45.7M
XLI
Industrial Sector Spdr

ETFs
1
+ 3.03%
$116.42 - $147.52 $116 - $148
34 $5.02M
EA
Electronic Arts Inc.

Communication Services
1
+ 3.33%
$132.53 - $159.7 $133 - $160
31 $4.92M
ALGT
Allegiant Travel CO

Industrials
1
+ 0.72%
$40.9 - $59.35 $40.9 - $59.4
140 $7.68M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
7
+ 1.42%
$46.46 - $47.44 $325 - $332
500 $23.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1
+ 2.33%
$72.96 - $90.39 $73 - $90.4
44 $3.96M
ADBE
Adobe Inc.

Technology
1
New
$340.0 - $420.68 $340 - $421
1 $387K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2
+ 0.8%
$157.93 - $175.89 $316 - $352
252 $44M
EEM
Ishares Msci Emerging Markets

ETFs
1
+ 1.67%
$38.52 - $48.28 $38.5 - $48.3
61 $2.96M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.51%
$335.24 - $380.78 $670 - $762
397 $145M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 1.59%
$233.83 - $276.34 $234 - $276
64 $17M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1
+ 1.06%
$56.84 - $65.5 $56.8 - $65.5
95 $6.22M
FXI
Ishares Tr

ETFs
2
+ 1.43%
$29.59 - $37.41 $59.2 - $74.8
142 $5.23M
OKTA
Okta, Inc.

Technology
2
New
$91.24 - $127.3 $182 - $255
2 $200K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4
+ 0.88%
$55.57 - $62.73 $222 - $251
460 $28.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3
+ 1.26%
$50.36 - $50.68 $151 - $152
242 $12.3M
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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