Comprehensive Financial Planning, Inc./Pa Portfolio Holdings by Sector

Comprehensive Financial Planning, Inc./Pa

$127 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JAAA VOO XLG IVV SPY DGRW QQQ IVW 165 stocks	$65.1 Million 59.42% of portfolio	92	23	6	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD PLTR PANW SQ ADBE OKTA 7 stocks	$7.96 Million 7.26% of portfolio	6	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL SPOT GOOG SNAP 5 stocks	$7.57 Million 6.91% of portfolio	4	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6.1 Million 5.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM QCOM AMD TXN INTC 7 stocks	$5.58 Million 5.09% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG 2 stocks	$2.9 Million 2.65% of portfolio	2	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$2.28 Million 2.08% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.03 Million 1.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG WCN CWST 4 stocks	$1.97 Million 1.8% of portfolio	4	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F LCID NIO 4 stocks	$1.04 Million 0.95% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER RIOT 3 stocks	$904,345 0.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX BYRN GD NOC 4 stocks	$581,912 0.53% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$543,167 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$519,796 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$472,936 0.43% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FULT PNC ENBP STBA FNB FRC 6 stocks	$453,346 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$362,470 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CRDO 1 stocks	$351,194 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV DIS WBD 4 stocks	$331,858 0.3% of portfolio	3	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ATEYY AMAT 2 stocks	$284,700 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive ATGE 1 stocks	$264,893 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV MRK BMY JNJ PFE SNY OGN 7 stocks	$251,654 0.23% of portfolio	3	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V SOFI AXP 3 stocks	$235,822 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials AGX 1 stocks	$231,556 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$205,696 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX MDT 2 stocks	$182,239 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$145,404 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO 1 stocks	$87,071 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$76,603 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI CVS 3 stocks	$61,548 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$60,489 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$53,619 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM HMY AEM 3 stocks	$48,049 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$37,942 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX FPF 2 stocks	$30,782 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$26,270 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC WAB 2 stocks	$25,806 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH OTIS GE PNR 4 stocks	$21,706 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$20,244 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$17,039 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$14,195 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL 1 stocks	$14,060 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK 1 stocks	$12,272 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$12,194 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services NDAQ 1 stocks	$11,638 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials ALGT LUV 2 stocks	$11,311 0.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR JCI 2 stocks	$9,107 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical HBI 1 stocks	$6,870 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP 1 stocks	$4,991 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$4,920 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM KD 2 stocks	$4,842 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$4,222 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials ORGN 1 stocks	$4,118 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$2,958 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$2,121 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$1,857 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$1,680 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$1,659 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$1,640 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$1,570 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$1,407 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS 1 stocks	$1,191 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare CRON 1 stocks	$756 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare MASI 1 stocks	$336 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology WRAP 1 stocks	$156 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy RIG 1 stocks	$148 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$147 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology PSTG 1 stocks	$58 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.

Account

Comprehensive Financial Planning, Inc./Pa Portfolio Holdings by Sector

Comprehensive Financial Planning, Inc./Pa

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Portfolio Update

News