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Comprehensive Financial Planning, Inc./Pa Top Holdings and 13F Report (2025)

About Comprehensive Financial Planning, Inc./Pa

Investment Activity

  • Comprehensive Financial Planning, Inc./Pa has $102.83 million in total holdings as of March 31, 2025.
  • Comprehensive Financial Planning, Inc./Pa owns shares of 330 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 15.27% of the portfolio was purchased this quarter.
  • About 23.34% of the portfolio was sold this quarter.
  • This quarter, Comprehensive Financial Planning, Inc./Pa has purchased 360 new stocks and bought additional shares in 81 stocks.
  • Comprehensive Financial Planning, Inc./Pa sold shares of 89 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

Apple
$7,067,463
Meta Platforms
$5,006,388

Largest New Holdings this Quarter

46641Q670 - JPMorgan Core Plus Bond ETF
$847,018 Holding
92647X764 - VICTORYSHARES FRE CSH FLW GRW ETF
$189,948 Holding
69608A108 - PALANTIR TECHNOLOGIES INCLASS A
$52,918 Holding
316188309 - Fidelity Total Bond ETF
$19,583 Holding

Largest Purchases this Quarter

Janus Henderson AAA CLO ETF
70,270 shares (about $3.56M)
T. Rowe Price Blue Chip Growth ETF
32,937 shares (about $1.25M)
JPMorgan Active Growth ETF
16,974 shares (about $1.25M)
iShares S&P 500 Growth ETF
10,041 shares (about $932.12K)
Invesco S&P 500 Top 50 ETF
18,538 shares (about $853.13K)

Largest Sales this Quarter

Microsoft
6,729 shares (about $2.53M)
Invesco S&P MidCap Quality ETF
23,710 shares (about $2.18M)
Schwab U.S. Large-Cap Growth ETF
84,109 shares (about $2.11M)
NVIDIA
19,319 shares (about $2.09M)
iShares Core S&P 500 ETF
2,469 shares (about $1.39M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofComprehensive Financial Planning, Inc./Pa

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$8,367,262$3,563,396 74.2%165,0028.1%ETF
Apple Inc. stock logo
AAPL
Apple
$7,067,463$230,799 -3.2%31,8166.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,006,388$247,841 5.2%8,6864.9%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,328,415$161,378 3.9%8,4224.2%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$4,214,556$853,128 25.4%91,5804.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,165,395$2,093,825 -39.8%29,2063.1%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,088,347$1,387,396 -31.0%5,4963.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,059,499$2,526,058 -45.2%8,1503.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,469,955$103,501 4.4%12,9822.4%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,223,5210.0%4,1752.2%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,152,991$26,856 -1.2%3,8482.1%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,121,701$106,889 -4.8%2,2432.1%Retail/Wholesale
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$1,935,647$2,556 -0.1%24,2381.9%Manufacturing
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$1,803,471$17,541 -1.0%57,4721.8%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,772,869$1,594 -0.1%63,4071.7%ETF
T. Rowe Price Blue Chip Growth ETF stock logo
TCHP
T. Rowe Price Blue Chip Growth ETF
$1,630,061$1,254,570 334.1%42,7951.6%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,568,012$932,118 146.6%16,8911.5%ETF
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$1,565,689$1,252,522 400.0%21,2181.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,525,490$153,815 -9.2%3,2531.5%Finance
BIGT
Roundhill Magnificent Seven ETF
$1,522,120$783,165 106.0%33,1901.5%ETF
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,475,194$236,581 19.1%4,1841.4%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,471,175$2,106,089 -58.9%58,7531.4%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,430,550$96,708 -6.3%7,4111.4%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$1,245,434$523,424 72.5%36,3311.2%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$1,070,987$352,365 49.0%4,6261.0%Business Services
TSPA
T. Rowe Price U.S. Equity Research ETF
$1,049,793$563,415 115.8%29,8571.0%Manufacturing
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$981,321$15,584 1.6%41,3711.0%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$924,157$166,025 21.9%10,1920.9%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$847,018$847,018 New Holding18,0060.8%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$838,399$569 -0.1%7,3690.8%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$826,927$573,567 -41.0%15,9700.8%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$821,563$1,533 0.2%15,0020.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$779,424$365,007 -31.9%3,0130.8%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$765,201$207,310 -21.3%1,4100.7%ETF
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$734,833$4,461 -0.6%18,2840.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$713,467$159,902 -18.3%2,7530.7%Auto/Tires/Trucks
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$674,963$1,099,026 -62.0%3,5860.7%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$659,656$579,858 726.7%20,4350.6%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$656,524$25,564 4.1%10,0670.6%ETF
Republic Services, Inc. stock logo
RSG
Republic Services
$648,045$1,695 0.3%2,6760.6%Business Services
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$634,257$2,945 0.5%3,6610.6%ETF
VLU
SPDR S&P 1500 Value Tilt ETF
$628,538$2,941 0.5%3,4190.6%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$623,855$108,424 -14.8%10,0980.6%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$578,495$427,869 284.1%11,6140.6%ETF
JANUS HENDERSON SECRTZ INC ETF
$575,234$40,939 -6.6%10,9880.6%UIE
Global X MLP ETF stock logo
MLPA
Global X MLP ETF
$572,301$4,631 -0.8%10,7510.6%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$564,463$450,615 -44.4%7090.5%Computer and Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$551,931$546,043 9,273.7%17,8100.5%ETF
JPMORGN HEDGD EQTY LAD OVRLY ETF
$531,674$272,760 105.3%8,9080.5%UIE
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$510,228$268,386 -34.5%3,6330.5%Manufacturing
VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock logo
CDC
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
$475,680$2,498 0.5%7,2370.5%Manufacturing
T. Rowe Price Growth Stock ETF stock logo
TGRW
T. Rowe Price Growth Stock ETF
$473,661$453,985 2,307.3%13,2400.5%ETF
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$466,486$3,588 0.8%9,4910.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$452,410$238,227 111.2%1,8440.4%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$451,697$1,342 0.3%3,7020.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$443,021$241,028 -35.2%2,1450.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$400,159$2,451 0.6%3,1020.4%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$398,224$312,192 362.9%5,0500.4%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$370,918$16,415 -4.2%1,4010.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$367,715$103,028 -21.9%2,3770.4%Computer and Technology
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$354,295$101 0.0%10,5750.3%ETF
Aptus Defined Risk ETF stock logo
DRSK
Aptus Defined Risk ETF
$352,686$545 -0.2%12,9330.3%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$350,025$211 0.1%1,6590.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$344,039$330,208 2,387.5%1,1940.3%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$342,707$296,704 -46.4%5,9970.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$325,379$550 0.2%1,1830.3%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$323,9810.0%1,0480.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$322,206$12,251 -3.7%2,7090.3%Energy
iShares U.S. Tech Independence Focused ETF stock logo
IETC
iShares U.S. Tech Independence Focused ETF
$316,197$71,573 -18.5%4,2190.3%ETF
XMVM
Invesco S&P MidCap Value with Momentum ETF
$303,986$2,163 0.7%5,7630.3%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$295,584$5,368 -1.8%3,1940.3%ETF
Fulton Financial Co. stock logo
FULT
Fulton Financial
$282,1310.0%15,5960.3%Finance
BJUL
Innovator U.S. Equity Buffer ETF - July
$278,442$6,779 -2.4%6,4490.3%ETF
Global X Future Analytics Tech ETF stock logo
AIQ
Global X Future Analytics Tech ETF
$259,715$36 0.0%7,1380.3%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$259,424$1,285 0.5%1,6150.3%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$239,093$16,287 -6.4%7340.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$221,646$15,238 -6.4%2,3710.2%ETF
Visa Inc. stock logo
V
Visa
$214,4810.0%6120.2%Business Services
Aberdeen Standard Physical Precious Metals Basket Shares ETF stock logo
GLTR
Aberdeen Standard Physical Precious Metals Basket Shares ETF
$211,165$211,165 New Holding1,6310.2%ETF
Chevron Co. stock logo
CVX
Chevron
$207,148$1,339 0.7%1,2380.2%Energy
VICTORYSHARES FRE CSH FLW GRW ETF
$189,948$189,948 New Holding8,7520.2%UIE
VictoryShares US Small Mid Cap Value Momentum ETF stock logo
USVM
VictoryShares US Small Mid Cap Value Momentum ETF
$182,542$52,214 40.1%2,1990.2%ETF
iShares U.S. Transportation ETF stock logo
IYT
iShares U.S. Transportation ETF
$181,179$576 0.3%2,8290.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$175,338$378,141 -68.3%1,0470.2%Computer and Technology
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$174,357$902 0.5%1,3530.2%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$165,519$50,743 -23.5%1,0960.2%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$162,4200.0%1,8250.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$155,034$229,582 -59.7%9920.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$145,1130.0%3950.1%Retail/Wholesale
T. Rowe Price Dividend Growth ETF stock logo
TDVG
T. Rowe Price Dividend Growth ETF
$133,081$404 0.3%3,2940.1%ETF
Invesco S&P 500 Pure Value ETF stock logo
RPV
Invesco S&P 500 Pure Value ETF
$132,793$647 0.5%1,4370.1%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$130,878$507 0.4%2,5830.1%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$126,412$18,215 16.8%1,7350.1%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$115,7340.0%3120.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$113,7900.0%2130.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$109,409$41,727 -27.6%5480.1%Finance
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$105,7350.0%5000.1%Manufacturing
SUPER MICRO COMPUTER INC
$104,226$36,705 -26.0%3,0440.1%COM
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$101,366$209 0.2%9690.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$98,128$12,761 -11.5%9920.1%Finance

Showing largest 100 holdings. View all holdings.
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