Comprehensive Financial Planning, Inc./Pa has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 347 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $8.58B, Apple Inc. with a value of $7.45B, Meta Platforms, Inc. with a value of $7.3B, Nvidia Corp with a value of $6.93B, and Microsoft Corp with a value of $5.8B.
Examining the 13F form we can see an increase of $18.9B in the current position value, from $127B to 146B.
Comprehensive Financial Planning, Inc./Pa is based out at East Petersburg, PA
Below you can find more details about Comprehensive Financial Planning, Inc./Pa portfolio as well as his latest detailed transactions.
Portfolio value
$146 Billion
ETFs: $72 Billion
Technology: $27.4 Billion
Communication Services: $8.36 Billion
Consumer Cyclical: $4.9 Billion
Financial Services: $3.73 Billion
Industrials: $3.46 Billion
Consumer Defensive: $2.26 Billion
Utilities: $788 Million
Other: $1.56 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
