Comprehensive Financial Planning, Inc./Pa Purchases in Q4 2024

Comprehensive Financial Planning, Inc./Pa

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
348
New
$362.95 - $502.38 $126K - $175K
348 $156M
BMI
Badger Meter Inc

Technology
730
New
$199.06 - $237.67 $145K - $173K
730 $155M
HD
Home Depot, Inc.

Consumer Cyclical
395
New
$385.02 - $431.37 $152K - $170K
395 $154M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.71K
New
$88.59 - $94.57 $151K - $161K
1.71K $151M
AXON
Axon Enterprise, Inc.

Industrials
252
New
$399.22 - $689.78 $101K - $174K
252 $150M
XLF
Financial Sector Spdr

ETFs
3.02K
New
$44.89 - $51.34 $136K - $155K
3.02K $146M
CRDO
Credo Technology Group Holding LTD

Technology
2.17K
New
$30.16 - $77.25 $65.5K - $168K
2.17K $146M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
700
New
$172.07 - $207.36 $120K - $145K
700 $138M
USVM
Victory Portfolios Ii Victorys

ETFs
1.57K
New
$83.49 - $92.09 $131K - $145K
1.57K $132M
TDVG
T Rowe Price Exchange Traded F

Technology
3.28K
New
$39.51 - $41.92 $130K - $138K
3.28K $130M
RPV
Invesco Exchange Traded Fd Tr

ETFs
1.43K
New
$87.41 - $97.21 $125K - $139K
1.43K $129M
VUG
Vanguard Growth ETF

ETFs
312
New
$378.79 - $428.11 $118K - $134K
312 $128M
Super Micro Computer Inc
4.12K
New
N/A
4.12K $125M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
213
New
$563.99 - $620.12 $120K - $132K
213 $121M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
500
New
$238.25 - $261.28 $119K - $131K
500 $121M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
967
New
$113.92 - $127.38 $110K - $123K
967 $111M
VLO
Valero Energy Corp

Energy
900
New
$118.59 - $144.02 $107K - $130K
900 $110M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.12K
New
$96.64 - $101.23 $108K - $113K
1.12K $109M
PNC
Pnc Financial Services Group, Inc.

Financial Services
546
New
$178.39 - $215.0 $97.4K - $117K
546 $105M
MRK
Merck & Co., Inc.

Healthcare
1.05K
New
$96.31 - $114.76 $101K - $121K
1.05K $105M
PANW
Palo Alto Networks Inc

Technology
556
New
$181.96 - $405.9 $101K - $226K
556 $101M
GABF
Gabelli Etfs Tr Finl Svcs Oppt
2.16K
New
$42.48 - $50.35 $91.6K - $109K
2.16K $98.1M
IWL
Ishares Tr Russell 200 ETF

ETFs
659
New
$138.92 - $149.97 $91.5K - $98.8K
659 $95.3M
QCOM
Qualcomm Inc

Technology
600
New
$150.4 - $178.04 $90.2K - $107K
600 $92.2M
IONQ
Ion Q, Inc.

Technology
2.2K
New
$8.17 - $48.24 $18K - $106K
2.2K $91.9M
UBER
Uber Technologies, Inc

Technology
1.49K
New
$59.93 - $86.34 $89K - $128K
1.49K $89.6M
IXUS
Ishares Tr

ETFs
1.35K
New
$65.95 - $72.56 $89.3K - $98.2K
1.35K $89.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
428
New
$201.32 - $217.44 $86.2K - $93.1K
428 $88.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
990
New
$87.25 - $95.52 $86.4K - $94.6K
990 $87.5M
JHMM
John Hancock Multifactor Mid C

ETFs
1.46K
New
$59.61 - $64.8 $87.3K - $94.9K
1.46K $87.4M
Arm Hldgs PLC Funsponsored Adr 1 Adr Reps 1 Ord Shs
700
New
N/A
700 $86.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
210
New
$370.24 - $418.94 $77.8K - $88K
210 $84.2M
XLU
Utilities Sector Spdr

ETFs
1.09K
New
$74.89 - $82.93 $81.7K - $90.5K
1.09K $82.5M
T Rowe Price Cptl Aprctneqt ETF
2.47K
New
N/A
2.47K $82.3M
CAT
Caterpillar Inc

Industrials
218
New
$360.37 - $416.88 $78.6K - $90.9K
218 $79.3M
PEP
Pepsico Inc

Consumer Defensive
491
New
$151.29 - $176.1 $74.3K - $86.5K
491 $74.7M
VOOV
Vanguard S&P 500 Value ETF

ETFs
404
New
$184.21 - $199.29 $74.4K - $80.5K
404 $74.5M
AVDE
American Centy ETF Tr Avantis

ETFs
1.16K
New
$60.9 - $66.69 $70.7K - $77.4K
1.16K $71.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
167
New
$417.69 - $450.94 $69.8K - $75.3K
167 $71M
WCN
Waste Connections, Inc.

Industrials
400
New
$171.06 - $193.25 $68.4K - $77.3K
400 $68.6M
OXY
Occidental Petroleum Corp

Energy
1.38K
New
$45.36 - $55.91 $62.7K - $77.3K
1.38K $68.3M
XLC
Select Sector Spdr Tr Communic

ETFs
668
New
$89.66 - $102.16 $59.9K - $68.2K
668 $64.7M
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.69K
New
N/A
1.69K $63.4M
ENBP
Enb Financial Corp

Financial Services
3.58K
New
$16.46 - $19.5 $58.9K - $69.8K
3.58K $61.6M
IXC
Ishares Tr Global Energy ETF

ETFs
1.6K
New
$36.95 - $43.06 $59.2K - $69K
1.6K $61.2M
AVUV
American Centy ETF Tr Avantis

ETFs
631
New
$94.37 - $106.41 $59.5K - $67.1K
631 $60.9M
VTWO
Vanguard Russell 2000 ETF

ETFs
676
New
$87.42 - $98.06 $59.1K - $66.3K
676 $60.4M
ABBV
Abb Vie Inc.

Healthcare
333
New
$164.99 - $203.87 $54.9K - $67.9K
333 $59.1M
VV
Vanguard Large Cap ETF

ETFs
212
New
$260.27 - $280.65 $55.2K - $59.5K
212 $57.3M
Activity Summary
Buys All Purchases 360 New Holdings 360 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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