Comprehensive Financial Planning, Inc./Pa Incresed Positions in Q3 2025

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.27%
$282.78 - $316.06 $1.41K - $1.58K
1.86K $586M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
23
+ 1.45%
$138.31 - $165.45 $3.18K - $3.81K
1.61K $266M
FULT
Fulton Financial Corp

Financial Services
2K
+ 12.82%
$17.57 - $19.86 $35.1K - $39.7K
17.6K $328M
VO
Vanguard Mid Cap ETF

ETFs
11
+ 0.36%
$279.83 - $293.74 $3.08K - $3.23K
3.06K $899M
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.12%
$243.93 - $275.62 $488 - $551
1.66K $455M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
54
+ 1.23%
$110.74 - $122.12 $5.98K - $6.59K
4.46K $540M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
15
+ 0.45%
$190.8 - $204.83 $2.86K - $3.07K
3.34K $682M
AMD
Advanced Micro Devices Inc

Technology
190
+ 31.67%
$134.8 - $184.42 $25.6K - $35K
790 $128M
RSP
Invesco S&P 500 Equal Weight E

ETFs
45
+ 1.08%
$181.56 - $190.33 $8.17K - $8.56K
4.2K $797M
ITOT
Ishares Core S&P Total U.S. St

ETFs
11
+ 0.3%
$135.0 - $146.02 $1.49K - $1.61K
3.72K $542M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
36
+ 6.86%
$224.68 - $282.71 $8.09K - $10.2K
561 $157M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
29
+ 0.5%
$55.01 - $62.78 $1.6K - $1.82K
5.83K $359M
AMZN
Amazon Com Inc

Consumer Cyclical
143
+ 1.08%
$211.65 - $238.24 $30.3K - $34.1K
13.4K $2.93B
ALCC
Alt C Acquisition Corp.

Financial Services
285
+ 950.0%
N/A
315 $35.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
514
+ 6.28%
$55.61 - $57.37 $28.6K - $29.5K
8.7K $497M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
27
+ 0.24%
$35.42 - $38.65 $956 - $1.04K
11.1K $423M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.17%
$303.93 - $329.86 $608 - $660
1.2K $392M
ENBP
Enb Financial Corp

Financial Services
1.05K
+ 29.34%
$16.75 - $20.05 $17.6K - $21.1K
4.63K $91.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19
+ 0.61%
$132.9 - $142.03 $2.53K - $2.7K
3.14K $443M
CDC
Victory Portfolios Ii Shs Inco

ETFs
62
+ 0.85%
$64.0 - $66.91 $3.97K - $4.15K
7.37K $492M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.74%
$184.85 - $231.54 $739 - $926
543 $126M
Jpmorgan U S Tech Leaders ETF Iv
235
+ 97.51%
N/A
476 $43.8M
SCHO
Schwab Short Term Us Treasury

ETFs
950
+ 40.74%
$24.23 - $24.42 $23K - $23.2K
3.28K $80.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 0.43%
$164.63 - $174.58 $1.15K - $1.22K
1.62K $283M
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.36%
$239.12 - $259.95 $1.2K - $1.3K
1.41K $366M
CVX
Chevron Corp

Energy
8
+ 0.64%
$145.57 - $161.83 $1.16K - $1.29K
1.26K $195M
XOM
Exxon Mobil Corp

Energy
20
+ 0.73%
$105.83 - $117.22 $2.12K - $2.34K
2.75K $310M
CWST
Casella Waste Systems Inc

Industrials
200
+ 66.67%
$86.69 - $114.82 $17.3K - $23K
500 $47.4M
USVM
Victory Portfolios Ii Victorys

ETFs
10
+ 0.61%
$82.3 - $90.8 $823 - $908
1.66K $150M
LIT
Global X Fds Global X Lithium

ETFs
2
+ 0.32%
$38.41 - $56.85 $76.8 - $114
632 $35.9M
IWL
Ishares Tr Russell 200 ETF

ETFs
2
+ 0.29%
$152.78 - $166.59 $306 - $333
682 $113M
RPV
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.62%
$90.97 - $99.42 $819 - $895
1.45K $144M
VTWO
Vanguard Russell 2000 ETF

ETFs
3
+ 0.44%
$86.92 - $99.32 $261 - $298
683 $66.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.23%
$236.25 - $257.69 $236 - $258
431 $111M
HSY
Hershey CO

Consumer Defensive
2
+ 0.62%
$161.95 - $193.45 $324 - $387
325 $60.8M
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.3%
$105.99 - $119.41 $212 - $239
674 $79.8M
AVDE
American Centy ETF Tr Avantis

ETFs
12
+ 1.0%
$73.24 - $79.04 $879 - $948
1.21K $95.8M
VNLA
Janus Henderson Short Duration

ETFs
120
+ 1.25%
$48.99 - $49.29 $5.88K - $5.91K
9.73K $480M
RYT
Invesco S&P 500 Equal Weight T

ETFs
2
+ 0.15%
N/A
1.35K $60.3M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.47%
$285.05 - $309.14 $285 - $309
214 $65.8M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.67%
$155.17 - $185.42 $155 - $185
151 $27.9M
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.8%
$133.81 - $152.16 $535 - $609
505 $70.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.1%
$92.26 - $97.51 $92.3 - $97.5
994 $96M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1
+ 0.25%
$187.97 - $199.47 $188 - $199
408 $81.4M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.4%
$237.58 - $259.17 $238 - $259
248 $63M
MGC
Vanguard Mega Cap ETF

ETFs
1
+ 0.47%
$224.2 - $245.55 $224 - $246
213 $51.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.7%
$435.72 - $463.74 $436 - $464
143 $66.1M
OXY
Occidental Petroleum Corp

Energy
4
+ 0.64%
$42.54 - $48.1 $170 - $192
629 $29.7M
GABF
Gabelli Etfs Tr Finl Svcs Oppt
31
+ 1.43%
$46.9 - $49.53 $1.45K - $1.54K
2.21K $106M
Activity Summary
Buys All Purchases 152 New Holdings 21 Increased Positions 131 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email