Comprehensive Financial Planning, Inc./Pa Reduced Holdings in Q1 2025

Comprehensive Financial Planning, Inc./Pa

  • $103 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-19.3K
- 39.81%
$106.98 - $149.43 $2.07M - $2.89M
29.2K $3.17B
MSFT
Microsoft Corp

Technology
-6.73K
- 45.22%
$375.39 - $447.2 $2.53M - $3.01M
8.15K $3.06B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-84.1K
- 58.87%
$24.91 - $29.02 $2.1M - $2.44M
58.8K $1.47B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-23.7K
- 99.25%
$89.18 - $104.04 $2.11M - $2.47M
180 $16.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.47K
- 31.0%
$554.06 - $615.85 $1.37M - $1.52M
5.5K $3.09B
SOXX
Ishares Semiconductor ETF

ETFs
-5.84K
- 61.95%
$188.17 - $235.81 $1.1M - $1.38M
3.59K $675M
AAPL
Apple Inc.

Technology
-1.04K
- 3.16%
$209.68 - $247.1 $218K - $257K
31.8K $7.07B
NOW
Service Now, Inc.

Technology
-566
- 44.39%
$783.83 - $1170.39 $444K - $662K
709 $564M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-11.1K
- 40.95%
$51.45 - $58.51 $570K - $648K
16K $827M
TSLA
Tesla, Inc.

Consumer Cyclical
-617
- 18.31%
$222.15 - $428.22 $137K - $264K
2.75K $713M
VO
Vanguard Mid Cap ETF

ETFs
-1.41K
- 31.89%
$251.87 - $277.95 $355K - $392K
3.01K $779M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.91K
- 34.47%
$140.44 - $166.79 $268K - $319K
3.63K $510M
VGT
Vanguard Information Technolog

ETFs
-382
- 21.32%
$542.38 - $646.34 $207K - $247K
1.41K $765M
VB
Vanguard Small Cap ETF

ETFs
-1.41K
- 85.18%
$217.89 - $252.64 $308K - $357K
246 $54.8M
Global X Defense Tech ETF
-8.91K
- 99.18%
N/A
74 $3.46M
XLK
Technology Sector Spdr

ETFs
-1.17K
- 35.24%
$206.38 - $242.18 $241K - $283K
2.15K $443M
GOOG
Alphabet Inc.

Communication Services
-1.47K
- 59.69%
$156.06 - $207.71 $229K - $305K
992 $155M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-328
- 9.16%
$468.34 - $539.52 $154K - $177K
3.25K $1.53B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.19K
- 46.4%
$56.17 - $59.71 $292K - $310K
6K $343M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-501
- 6.33%
$192.82 - $222.1 $96.6K - $111K
7.41K $1.43B
GOOGL
Alphabet Inc.

Communication Services
-666
- 21.89%
$154.33 - $206.19 $103K - $137K
2.38K $368M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-26.9K
- 95.88%
$5.29 - $10.87 $143K - $293K
1.16K $6.13M
Astera Labs Inc
-249
- 13.19%
N/A
1.64K $97.8M
AMD
Advanced Micro Devices Inc

Technology
-1.05K
- 63.64%
$96.63 - $129.55 $101K - $136K
600 $61.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-48
- 1.23%
$551.42 - $612.93 $26.5K - $29.4K
3.85K $2.15B
IETC
Ishares U S ETF Tr

ETFs
-955
- 18.46%
$74.94 - $89.98 $71.6K - $85.9K
4.22K $316M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.76K
- 14.81%
$60.46 - $64.42 $106K - $113K
10.1K $624M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.85K
- 52.86%
$51.66 - $57.94 $95.6K - $107K
1.65K $90.9M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-5
- 0.07%
$110.9 - $132.93 $555 - $665
7.37K $838M
IWN
Ishares Russell2000 Val ETF

ETFs
-336
- 23.46%
$149.27 - $169.4 $50.2K - $56.9K
1.1K $166M
IWM
Ishares Russell 2000 ETF

ETFs
-209
- 27.61%
$198.1 - $229.79 $41.4K - $48K
548 $109M
VCR
Vanguard Consumer Discretionar

ETFs
-50
- 6.38%
$318.51 - $391.75 $15.9K - $19.6K
734 $239M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-175
- 25.0%
$165.25 - $224.62 $28.9K - $39.3K
525 $87.2M
VLO
Valero Energy Corp

Energy
-450
- 50.0%
$121.76 - $142.99 $54.8K - $64.3K
450 $59.4M
LSAF
Two Rds Shared Tr

ETFs
-1.08K
- 97.38%
$38.02 - $43.38 $40.9K - $46.7K
29 $1.15M
AVUV
American Centy ETF Tr Avantis

ETFs
-386
- 61.17%
$84.95 - $100.62 $32.8K - $38.8K
245 $21.4M
COST
Costco Wholesale Corp

Consumer Defensive
-113
- 4.8%
$890.62 - $1076.86 $101K - $122K
2.24K $2.12B
Janus Henderson Secrtz Inc ETF
-782
- 6.64%
N/A
11K $575M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-32
- 0.13%
$78.0 - $84.37 $2.5K - $2.7K
24.2K $1.94B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-50
- 23.81%
$360.07 - $417.26 $18K - $20.9K
160 $58M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-3
- 0.03%
$32.49 - $37.99 $97.5 - $114
10.6K $354M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-111
- 0.6%
$39.81 - $42.17 $4.42K - $4.68K
18.3K $735M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-552
- 96.17%
$38.15 - $41.62 $21.1K - $23K
22 $881K
Super Micro Computer Inc
-1.07K
- 26.04%
N/A
3.04K $104M
BALT
Innovator Etfs Tr
-559
- 0.96%
$31.31 - $31.89 $17.5K - $17.8K
57.5K $1.8B
SQ
Block, Inc.

Technology
-58
- 11.42%
$54.04 - $92.95 $3.13K - $5.39K
450 $24.4M
Ishares Ai Invatn And Tec Act ETF
-577
- 63.69%
N/A
329 $7.2M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-346
- 20.43%
N/A
1.35K $46.1M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-157
- 2.38%
$42.65 - $46.09 $6.7K - $7.24K
6.45K $278M
Activity Summary
Buys All Purchases 92 New Holdings 11 Increased Positions 81 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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