Comprehensive Financial Planning, Inc./Pa has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 361 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.23B, Nvidia Corp with a value of $6.52B, Microsoft Corp with a value of $6.27B, Meta Platforms, Inc. with a value of $4.83B, and Janus Detroit Str Tr Janus Hen with a value of $4.8B.
Examining the 13F form we can see an increase of $118B in the current position value.
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
$118 Billion
ETFs: $64.2 Billion
Technology: $25.8 Billion
Communication Services: $6.14 Billion
Consumer Cyclical: $4.68 Billion
Financial Services: $3.2 Billion
Consumer Defensive: $2.32 Billion
Industrials: $2.24 Billion
Energy: $682 Million
Other: $921 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
