Comprehensive Financial Planning, Inc./Pa Portfolio Holdings by Sector

Comprehensive Financial Planning, Inc./Pa

$146 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JAAA VOO XLG IVV SPY DGRW IVW SCHG 168 stocks	$71.7 Million 57.57% of portfolio	85	20	5	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD PLTR PANW SQ ADBE OKTA 7 stocks	$10.3 Million 8.3% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG SNAP 4 stocks	$8.17 Million 6.56% of portfolio	2	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO MU TSM AMD QCOM ADI TXN 9 stocks	$8.15 Million 6.54% of portfolio	6	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7.45 Million 5.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN SE CPNG 3 stocks	$3.15 Million 2.53% of portfolio	2	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$2.11 Million 1.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.1 Million 1.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG WCN CWST 4 stocks	$1.9 Million 1.52% of portfolio	3	-	-	-	0 Calls 0 Puts

Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.43 Million 1.15% of portfolio	1	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials IESC AGX FIX 3 stocks	$840,285 0.68% of portfolio	2	1	2	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER 2 stocks	$799,450 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST NRG 2 stocks	$772,866 0.62% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$760,489 0.61% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FULT PNC ENBP STBA FNB FRC 6 stocks	$537,203 0.43% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$505,150 0.41% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX GD NOC 3 stocks	$462,384 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$392,272 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV MRK BMY JNJ PFE SNY OGN 7 stocks	$286,840 0.23% of portfolio	4	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials GFI NEM HMY AEM 4 stocks	$276,226 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CRDO 1 stocks	$271,563 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$254,059 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts

Other Precious Metals & Mining \| Basic Materials TFPM 1 stocks	$251,841 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V SOFI AXP 3 stocks	$235,680 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PSIX PH OTIS GE PNR 5 stocks	$209,571 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV NFLX DIS WBD 4 stocks	$182,866 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$160,907 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC PSTG 2 stocks	$96,224 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO 1 stocks	$93,836 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$80,681 0.06% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$76,617 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$60,805 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts

Silver \| Basic Materials PAAS 1 stocks	$51,743 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI CVS 3 stocks	$48,891 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$35,163 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX FPF 2 stocks	$35,051 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC WAB 2 stocks	$30,241 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$29,707 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$21,178 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$17,853 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL 1 stocks	$14,455 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$13,513 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$13,284 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK 1 stocks	$12,870 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials ALGT LUV 2 stocks	$12,102 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services NDAQ 1 stocks	$11,548 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP 1 stocks	$10,061 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical HBI 1 stocks	$9,885 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$9,213 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR JCI 2 stocks	$7,667 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$6,220 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$4,830 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM KD 2 stocks	$4,605 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials ORGN 1 stocks	$4,420 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$3,274 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$2,428 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$2,306 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$2,191 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$1,995 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$1,891 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$1,881 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$1,363 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS 1 stocks	$1,197 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare CRON 1 stocks	$1,101 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare MASI 1 stocks	$295 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology WRAP 1 stocks	$217 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$197 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy RIG 1 stocks	$178 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

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.

Account

Comprehensive Financial Planning, Inc./Pa Portfolio Holdings by Sector

Comprehensive Financial Planning, Inc./Pa

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Portfolio Update

News