Comprehensive Financial Planning, Inc./Pa Portfolio Holdings

Comprehensive Financial Planning, Inc./Pa

  • $118 Billion
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43B
$301 Million 0.25% of portfolio
15,596
Q4 2024 New
$6.34B
$186 Million 0.16% of portfolio
3,500
Q4 2024 New
$8.48B
$162 Million 0.14% of portfolio
1,567
Q4 2024 New
$6.1B
$155 Million 0.13% of portfolio
730
Q4 2024 New
$8.27B
$146 Million 0.12% of portfolio
2,171
Q4 2024 New
$7.88B
$91.9 Million 0.08% of portfolio
2,200
Q4 2024 New
$4.75B
$27 Million 0.02% of portfolio
1,336
Q4 2024 New
$7.63B
$16.7 Million 0.01% of portfolio
500
Q4 2024 New
$2.82B
$12.2 Million 0.01% of portfolio
1,500
Q4 2024 New
$7.17B
$6 Million 0.01% of portfolio
344
Q4 2024 New
$4.31B
$4.53 Million 0.0% of portfolio
49
Q4 2024 New
$2.87B
$214,000 0.0% of portfolio
57
Q4 2024 New
$8.7B
$104,000 0.0% of portfolio
3
Q4 2024 New
$4.48B
$468,000 0.0% of portfolio
155
Q4 2024 New
$9.33B
$331,000 0.0% of portfolio
2
Q4 2024 New
$3.67B
$2.34 Million 0.0% of portfolio
150
Q4 2024 New
$6.72B
$5.08 Million 0.0% of portfolio
619
Q4 2024 New
$4.03B
$1.46 Million 0.0% of portfolio
98
Q4 2024 New
$5.52B
$3.5 Million 0.0% of portfolio
237
Q4 2024 New
$9.22B
$1.82 Million 0.0% of portfolio
50
Q4 2024 New
$5.74B
$2.09 Million 0.0% of portfolio
20
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 361
  • Current Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 360 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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