Comprehensive Financial Planning, Inc./Pa Incresed Positions in Q2 2025

Comprehensive Financial Planning, Inc./Pa

  • $127 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2
+ 1.31%
$50.52 - $50.92 $101 - $102
155 $7.89M
ICLN
Ishares

ETFs
1
+ 9.09%
$10.56 - $13.31 $10.6 - $13.3
12 $157K
MO
Altria Group, Inc.

Consumer Defensive
1
+ 3.7%
$55.56 - $60.91 $55.6 - $60.9
28 $1.64M
XLP
Consumer Staples Sector Spdr

ETFs
1
+ 0.83%
N/A
121 $9.82M
INTC
Intel Corp

Technology
1
+ 0.85%
$18.13 - $22.69 $18.1 - $22.7
119 $2.66M
LUV
Southwest Airlines CO

Industrials
1
+ 0.9%
$24.04 - $34.36 $24 - $34.4
112 $3.63M
OMC
Omnicom Group Inc.

Communication Services
1
+ 1.72%
$69.22 - $79.77 $69.2 - $79.8
59 $4.22M
HSY
Hershey CO

Consumer Defensive
3
+ 0.94%
$151.29 - $173.13 $454 - $519
323 $53.6M
IXC
Ishares Tr Global Energy ETF

ETFs
15
+ 0.94%
$34.69 - $42.32 $520 - $635
1.62K $63.6M
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.8%
$128.02 - $151.37 $512 - $605
501 $66.2M
BMY
Bristol Myers Squibb CO

Healthcare
7
+ 1.14%
$44.12 - $59.6 $309 - $417
620 $28.7M
CDC
Victory Portfolios Ii Shs Inco

ETFs
67
+ 0.93%
$58.28 - $65.68 $3.9K - $4.4K
7.3K $465M
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.19%
$73.47 - $87.12 $147 - $174
1.05K $83.4M
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.36%
$236.71 - $261.92 $1.18K - $1.31K
1.41K $349M
XOM
Exxon Mobil Corp

Energy
22
+ 0.81%
$99.93 - $119.04 $2.2K - $2.62K
2.73K $294M
CVX
Chevron Corp

Energy
9
+ 0.73%
$133.73 - $168.51 $1.2K - $1.52K
1.25K $179M
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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