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

Comprehensive Financial Planning, Inc./Pa

$118 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JAAA IVV VOO SCHG XLG GOVT XMHQ SPY 173 stocks	$63.8 Million 57.92% of portfolio	173	-	173	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONO 2 stocks	$8.23 Million 7.47% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD TSM QCOM MU GSIT TXN 9 stocks	$7.78 Million 7.06% of portfolio	9	-	9	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD PANW SQ 4 stocks	$7.62 Million 6.91% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG SPOT SNAP 5 stocks	$6.07 Million 5.51% of portfolio	5	-	5	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.73 Million 2.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT DLTR 3 stocks	$2.18 Million 1.98% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.89 Million 1.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology NOW CWAN UBER RIOT 4 stocks	$1.62 Million 1.47% of portfolio	4	-	4	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F LCID NIO 4 stocks	$1.38 Million 1.25% of portfolio	4	-	4	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG WCN 3 stocks	$1.23 Million 1.12% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$480,650 0.44% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FULT PNC ENBP STBA FNB FRC 6 stocks	$475,564 0.43% of portfolio	6	-	6	-	0 Calls 0 Puts
Engineering & Construction \| Industrials AGX FIX 2 stocks	$468,563 0.43% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$342,136 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials USLM 1 stocks	$330,340 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK ABBV BMY JNJ PFE SNY OGN 7 stocks	$240,656 0.22% of portfolio	7	-	7	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$215,209 0.2% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL BX CNS FPF 4 stocks	$212,203 0.19% of portfolio	4	-	4	-	0 Calls 0 Puts
Credit Services \| Financial Services V SOFI AXP 3 stocks	$209,113 0.19% of portfolio	3	-	3	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON RTX GD NOC 4 stocks	$205,640 0.19% of portfolio	4	-	4	-	0 Calls 0 Puts
Biotechnology \| Healthcare RXRX 1 stocks	$189,997 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical TXRH MCD 2 stocks	$187,752 0.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO 1 stocks	$185,710 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX CARR JCI 3 stocks	$170,601 0.15% of portfolio	3	-	3	-	0 Calls 0 Puts
Capital Markets \| Financial Services TW 1 stocks	$169,155 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$167,305 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology BMI WRAP 2 stocks	$155,130 0.14% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$153,788 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CRDO 1 stocks	$145,913 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ WDC PSTG 3 stocks	$121,770 0.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$110,331 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$83,851 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$79,260 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$68,276 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV DIS WBD 3 stocks	$63,052 0.06% of portfolio	3	-	3	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$54,006 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials ALGT AAL UAL LUV 4 stocks	$36,398 0.03% of portfolio	4	-	4	-	0 Calls 0 Puts
Gold \| Basic Materials NEM HMY AEM 3 stocks	$30,088 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$27,574 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$27,014 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI CVS 3 stocks	$26,394 0.02% of portfolio	3	-	3	-	0 Calls 0 Puts
Railroads \| Industrials NSC WAB 2 stocks	$23,660 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$22,172 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH OTIS GE PNR 4 stocks	$18,777 0.02% of portfolio	4	-	4	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$16,710 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$15,218 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL 1 stocks	$12,460 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$12,261 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical HBI 1 stocks	$12,210 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK 1 stocks	$11,205 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials ORGN 1 stocks	$10,909 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services NDAQ 1 stocks	$10,000 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$7,318 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$4,957 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM KD 2 stocks	$4,782 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$4,495 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare AQST CRON 2 stocks	$4,360 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$4,034 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT ZIMV 2 stocks	$3,232 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$2,540 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP 1 stocks	$2,340 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate RHP 1 stocks	$2,087 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$2,046 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$1,816 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$1,410 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$1,304 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS 1 stocks	$1,104 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$637 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare MASI 1 stocks	$331 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy RIG 1 stocks	$214 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$136 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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

Comprehensive Financial Planning, Inc./Pa

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