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
ALGT
Allegiant Travel CO

Industrials
-89
- 39.04%
$51.65 - $105.3 $4.6K - $9.37K
139 $7.22M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-58
- 1.78%
$91.76 - $103.26 $5.32K - $5.99K
3.19K $296M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-112
- 22.9%
$81.62 - $96.63 $9.14K - $10.8K
377 $31.5M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-503
- 45.56%
$19.0 - $24.32 $9.56K - $12.2K
601 $11.4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-26
- 15.57%
$408.78 - $448.82 $10.6K - $11.7K
141 $59.5M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-78
- 27.27%
$117.4 - $131.02 $9.16K - $10.2K
208 $25M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-129
- 11.51%
$95.85 - $99.25 $12.4K - $12.8K
992 $98.1M
MRK
Merck & Co., Inc.

Healthcare
-1
- 0.09%
$83.01 - $101.02 $83 - $101
1.05K $94.5M
OXY
Occidental Petroleum Corp

Energy
-140
- 10.13%
$45.45 - $52.7 $6.36K - $7.38K
1.24K $61.3M
Mobix Labs Inc Class A
-2.5K
- 80.0%
N/A
625 $558K
GABF
Gabelli Etfs Tr Finl Svcs Oppt
-13
- 0.6%
$41.82 - $48.42 $544 - $629
2.14K $94.2M
JHMM
John Hancock Multifactor Mid C

ETFs
-1
- 0.07%
$55.69 - $63.12 $55.7 - $63.1
1.46K $83.9M
FTLS
First Tr Long/Short Equity ETF

ETFs
-32
- 5.85%
$63.42 - $68.17 $2.03K - $2.18K
515 $33M
T Rowe Price Growth ETF
-1
- 0.14%
N/A
730 $25.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
-20
- 0.15%
$27.06 - $28.25 $541 - $565
12.9K $353M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-36
- 5.89%
$76.94 - $78.28 $2.77K - $2.82K
575 $45M
PAVE
Global X Fds Us Infrastructure

ETFs
-22
- 4.56%
$37.31 - $43.82 $821 - $964
460 $17.4M
IBB
Ishares Biotechnology ETF

ETFs
-1
- 0.28%
$127.9 - $140.56 $128 - $141
358 $45.9M
RECS
Columbia ETF Tr I

ETFs
-1
- 0.09%
$32.64 - $36.08 $32.6 - $36.1
1.08K $35.7M
IBM
International Business Machines Corp

Technology
-5
- 23.81%
$217.4 - $264.74 $1.09K - $1.32K
16 $3.98M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-5
- 8.33%
$68.32 - $78.49 $342 - $392
55 $3.88M
WOOD
Ishares Global Timber & Forest
-1
- 0.31%
N/A
322 $24.3M
VHT
Vanguard Health Care ETF

ETFs
-62
- 4.24%
$254.06 - $273.83 $15.8K - $17K
1.4K $371M
EA
Electronic Arts Inc.

Communication Services
-1
- 3.23%
$116.53 - $146.29 $117 - $146
30 $4.45M
XLI
Industrial Sector Spdr

ETFs
-1
- 2.94%
$128.78 - $141.67 $129 - $142
33 $4.45M
AOR
Ishares Tr Core Growth Allocat

ETFs
-4
- 0.59%
$56.63 - $59.39 $227 - $238
672 $38.7M
ICLN
Ishares

ETFs
-1
- 8.33%
$10.94 - $11.86 $10.9 - $11.9
11 $135K
T Rowe Price Value ETF
-1
- 1.61%
N/A
61 $1.95M
EEM
Ishares Msci Emerging Markets

ETFs
-1
- 1.64%
$40.81 - $45.34 $40.8 - $45.3
60 $2.65M
CWS
Advisorshares Tr Advisorshares

ETFs
-1
- 0.3%
$63.1 - $68.75 $63.1 - $68.8
329 $21.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 2.27%
$74.85 - $84.89 $74.9 - $84.9
43 $3.56M
AVEM
American Centy ETF Tr Avantis

ETFs
-1
- 0.33%
$57.11 - $62.4 $57.1 - $62.4
299 $18M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1
- 0.09%
$42.93 - $44.71 $42.9 - $44.7
1.17K $51.3M
XLE
Energy Sector Spdr

ETFs
-163
- 6.43%
$85.7 - $93.96 $14K - $15.3K
2.37K $222M
IXUS
Ishares Tr

ETFs
-1
- 0.07%
$65.06 - $72.31 $65.1 - $72.3
1.35K $94.5M
XOM
Exxon Mobil Corp

Energy
-103
- 3.66%
$105.44 - $118.93 $10.9K - $12.2K
2.71K $322M
MLPA
Global X Mlp ETF

ETFs
-87
- 0.8%
$49.83 - $54.53 $4.34K - $4.74K
10.8K $572M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-57
- 0.09%
$27.01 - $28.54 $1.54K - $1.63K
63.4K $1.77B
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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