Comprehensive Financial Planning, Inc./Pa has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 330 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $8.37B, Apple Inc. with a value of $7.07B, Meta Platforms, Inc. with a value of $5.01B, Vanguard Index Fds S&P 500 ETF with a value of $4.33B, and Invesco Exchange Traded Fd Tr with a value of $4.21B.
Examining the 13F form we can see an decrease of $15.6B in the current position value, from $118B to 103B.
Comprehensive Financial Planning, Inc./Pa is based out at East Petersburg, PA
Below you can find more details about Comprehensive Financial Planning, Inc./Pa portfolio as well as his latest detailed transactions.
Portfolio value
$103 Billion
ETFs: $56.4 Billion
Technology: $16.1 Billion
Communication Services: $5.63 Billion
Consumer Cyclical: $3.5 Billion
Financial Services: $3.41 Billion
Consumer Defensive: $2.28 Billion
Industrials: $1.93 Billion
Energy: $650 Million
Other: $458 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
