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
VTV
Vanguard Value ETF

ETFs
1
+ 0.39%
$175.51 - $186.57 $176 - $187
260 $48.5M
IYG
Ishares Tr

ETFs
2
+ 0.31%
$85.16 - $90.57 $170 - $181
647 $58M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2
+ 0.46%
$82.42 - $87.03 $165 - $174
438 $38.1M
F
Ford Motor CO

Consumer Cyclical
24
+ 1.33%
$10.82 - $12.09 $260 - $290
1.82K $21.8M
AOM
Ishares Tr Core Moderate Alloc

ETFs
9
+ 0.76%
$45.4 - $47.61 $409 - $428
1.19K $56.4M
AOR
Ishares Tr Core Growth Allocat

ETFs
5
+ 0.74%
$60.99 - $64.39 $305 - $322
681 $43.8M
FTLS
First Tr Long/Short Equity ETF

ETFs
3
+ 0.59%
$65.78 - $69.95 $197 - $210
515 $36M
PAVE
Global X Fds Us Infrastructure

ETFs
3
+ 0.65%
$44.02 - $47.63 $132 - $143
462 $22M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.26%
$91.28 - $97.59 $91.3 - $97.6
379 $36.3M
IAT
Ishares Tr

ETFs
3
+ 0.63%
$48.92 - $54.5 $147 - $164
477 $25.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1
+ 0.31%
$39.37 - $44.24 $39.4 - $44.2
325 $14.2M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.4%
$172.72 - $179.11 $173 - $179
253 $45.1M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3
+ 0.65%
$60.96 - $64.31 $183 - $193
463 $29.4M
IYT
Ishares Tr U.S. Transportation

ETFs
1
+ 0.32%
$66.62 - $72.7 $66.6 - $72.7
316 $22.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.32%
$92.18 - $95.14 $184 - $190
630 $59.9M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 1.45%
$291.67 - $316.99 $292 - $317
70 $21.2M
CPRT
Copart Inc

Consumer Cyclical
22
+ 68.75%
$44.6 - $49.97 $981 - $1.1K
54 $2.43M
PFE
Pfizer Inc

Healthcare
4
+ 0.79%
$23.29 - $25.88 $93.2 - $104
511 $13M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6
+ 1.03%
$78.11 - $79.07 $469 - $474
587 $46.3M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.84%
$129.01 - $139.72 $129 - $140
120 $16.7M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
6
+ 1.2%
$47.02 - $47.71 $282 - $286
506 $24.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3
+ 1.24%
$50.47 - $50.74 $151 - $152
245 $12.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1
+ 0.65%
$50.81 - $51.07 $50.8 - $51.1
156 $7.96M
LUV
Southwest Airlines CO

Industrials
1
+ 0.89%
$29.06 - $37.7 $29.1 - $37.7
113 $3.61M
NDAQ
Nasdaq, Inc.

Financial Services
1
+ 0.77%
$86.73 - $96.94 $86.7 - $96.9
131 $11.5M
BMY
Bristol Myers Squibb CO

Healthcare
7
+ 1.13%
$43.31 - $48.98 $303 - $343
627 $28.3M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.68%
$65.67 - $71.67 $65.7 - $71.7
148 $9.8M
WM
Waste Management Inc

Industrials
17
+ 0.35%
$213.88 - $237.1 $3.64K - $4.03K
4.93K $1.09B
RSG
Republic Services, Inc.

Industrials
6
+ 0.22%
$225.33 - $246.01 $1.35K - $1.48K
2.71K $621M
CRWD
Crowd Strike Holdings, Inc.

Technology
23
+ 0.52%
$412.46 - $514.1 $9.49K - $11.8K
4.44K $2.18B
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
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