Comprehensive Financial Planning, Inc./Pa Top Holdings and 13F Report (2025) About Comprehensive Financial Planning, Inc./PaInvestment ActivityComprehensive Financial Planning, Inc./Pa has $118.41 million in total holdings as of December 31, 2024.Comprehensive Financial Planning, Inc./Pa owns shares of 360 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $8,227,579NVIDIA $6,516,423Microsoft $6,271,353Meta Platforms $4,834,058Janus Henderson AAA CLO ETF $4,803,859 Sector AllocationMap of 500 Largest Holdings ofComprehensive Financial Planning, Inc./Pa Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$8,227,57932,8556.9%Computer and TechnologyNVDANVIDIA$6,516,42348,5255.5%Computer and TechnologyMSFTMicrosoft$6,271,35314,8795.3%Computer and TechnologyMETAMeta Platforms$4,834,0588,2564.1%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$4,803,85994,7324.1%ETFIVViShares Core S&P 500 ETF$4,688,6957,9654.0%ETFVOOVanguard S&P 500 ETF$4,368,5118,1083.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,981,574142,8623.4%ETFXLGInvesco S&P 500 Top 50 ETF$3,649,15973,0423.1%ETFAMZNAmazon.com$2,728,77312,4382.3%Retail/WholesaleGOVTiShares U.S. Treasury Bond ETF$2,497,168108,6672.1%ETFXMHQInvesco S&P MidCap Quality ETF$2,352,47923,8902.0%ETFSPYSPDR S&P 500 ETF Trust$2,283,0923,8961.9%FinanceCOSTCostco Wholesale$2,158,8102,3561.8%Retail/WholesaleSOXXiShares Semiconductor ETF$2,031,0749,4251.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,964,19824,2701.7%ManufacturingBRK.BBerkshire Hathaway$1,892,4444,1751.6%FinanceQQQInvesco QQQ$1,830,8173,5811.5%FinanceBALTInnovator Defined Wealth Shield ETF$1,823,33458,0311.5%ETFSCHDSchwab US Dividend Equity ETF$1,733,83563,4641.5%ETFQQQMInvesco NASDAQ 100 ETF$1,664,9957,9121.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,524,89427,0471.3%ETFTSLATesla$1,360,9413,3701.1%Auto/Tires/TrucksNOWServiceNow$1,351,6531,2751.1%Computer and TechnologyCRWDCrowdStrike$1,202,0083,5131.0%Computer and TechnologyVOVanguard Mid-Cap ETF$1,168,4614,4241.0%ETFVGTVanguard Information Technology ETF$1,114,1961,7920.9%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$986,90140,7140.8%ETFXMMOInvesco S&P MidCap Momentum ETF$910,8807,3740.8%ETFIYWiShares U.S. Technology ETF$884,4085,5440.7%ManufacturingBIGTRoundhill Magnificent Seven ETF$876,87616,1130.7%ETFIGMiShares Expanded Tech Sector ETF$853,5588,3610.7%ETFCOWZPacer US Cash Cows 100 ETF$845,72714,9740.7%ETFXLKTechnology Select Sector SPDR Fund$770,1333,3120.7%ETFAVGOBroadcom$766,3343,3050.6%Computer and TechnologyPJULInnovator U.S. Equity Power Buffer ETF - July$757,32218,3950.6%ETFDGROiShares Core Dividend Growth ETF$727,08011,8530.6%ETFVFLOVictoryShares Free Cash Flow ETF$717,99621,0620.6%ETFIVWiShares S&P 500 Growth ETF$695,4736,8500.6%ETFAVLVAvantis U.S. Large Cap Value ETF$645,9729,6750.5%ETFJEPIJPMorgan Equity Premium Income ETF$643,72511,1890.5%ETFRSPInvesco S&P 500 Equal Weight ETF$638,5463,6440.5%ETFVLUSPDR S&P 1500 Value Tilt ETF$626,3723,4030.5%ETFWMWaste Management$626,3533,1040.5%Business ServicesJANUS HENDERSON SECRTZ INC ETF$609,78111,7700.5%UIEGOOGLAlphabet$576,0673,0430.5%Computer and TechnologyMMSCFirst Trust Multi-Manager Small Cap Opportunities ETF$545,01026,2800.5%ETFRSGRepublic Services$537,0282,6690.5%Business ServicesMLPAGlobal X MLP ETF$535,52910,8380.5%ETFTSPAT. Rowe Price U.S. Equity Research ETF$511,39213,8330.4%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$474,7773,6910.4%ETFGOOGAlphabet$468,6952,4610.4%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$460,6579,4180.4%ETFCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$450,5087,1990.4%ManufacturingIETCiShares U.S. Tech Independence Focused ETF$441,4885,1740.4%ETFFFTYInnovator IBD 50 ETF$436,65515,2730.4%ETFTCHPT. Rowe Price Blue Chip Growth ETF$415,1209,8580.4%ETFVBVanguard Small-Cap ETF$398,8321,6600.3%ETFVYMVanguard High Dividend Yield ETF$393,3293,0830.3%ETFIWYiShares Russell Top 200 Growth ETF$389,9651,6580.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$379,21810,5780.3%ETFVHTVanguard Health Care ETF$371,0561,4630.3%ETFMGKVanguard Mega Cap Growth ETF$359,7951,0480.3%ETFDRSKAptus Defined Risk ETF$355,29112,9530.3%ETFJGROJPMorgan Active Growth ETF$343,8864,2440.3%ETFVTIVanguard Total Stock Market ETF$342,1361,1810.3%ETFGLOBAL X DEFENSE TECH ETF$336,1668,9860.3%UIEUSLMUnited States Lime & Minerals$330,3402,4890.3%ConstructionXMVMInvesco S&P MidCap Value with Momentum ETF$317,1085,7220.3%ETFSPMOInvesco S&P 500 Momentum ETF$309,0163,2520.3%ETFXOMExxon Mobil$302,4442,8120.3%Oils/EnergyFULTFulton Financial$300,69115,5960.3%FinanceBJULInnovator U.S. Equity Buffer ETF - July$294,3486,6060.2%ETFVCRVanguard Consumer Discretionary ETF$294,1147840.2%ETFAIQGlobal X Future Analytics Tech ETF$275,7747,1370.2%ETFAGXArgan$272,3361,9870.2%ConstructionJPMORGN HEDGD EQTY LAD OVRLY ETF$269,1174,3380.2%UIEVOEVanguard Mid-Cap Value ETF$259,9581,6070.2%ETFPRNInvesco Dorsey Wright Industrials Momentum ETF$259,4051,6870.2%ETFASTERA LABS INC$250,0661,8880.2%COMIWNiShares Russell 2000 Value ETF$235,0301,4320.2%ETFXLEEnergy Select Sector SPDR Fund$217,0922,5340.2%ETFJPMJPMorgan Chase & Co.$209,2768730.2%FinanceAMDAdvanced Micro Devices$199,3041,6500.2%Computer and TechnologyFIXComfort Systems USA$196,2274630.2%ConstructionVVisa$193,4166120.2%Business ServicesIYTiShares U.S. Transportation ETF$190,5602,8200.2%ETFRXRXRecursion Pharmaceuticals$189,99728,1060.2%MedicalFTAIFTAI Aviation$189,8451,3180.2%AerospaceTSCOTractor Supply$185,7103,5000.2%Retail/WholesaleIGViShares Expanded Tech-Software Sector ETF$182,7341,8250.2%ETFCVXChevron$178,2061,2300.2%Oils/EnergyOWLBlue Owl Capital$172,3667,4100.1%FinanceTWTradeweb Markets$169,1551,2920.1%FinanceMGVVanguard Mega Cap Value ETF$168,1401,3460.1%ETFCWANClearwater Analytics$167,4596,0850.1%Computer and TechnologyAPHAmphenol$167,3052,4090.1%Computer and TechnologyIWMiShares Russell 2000 ETF$167,2167570.1%FinanceLPXLouisiana-Pacific$162,3031,5670.1%ConstructionTXRHTexas Roadhouse$160,4088890.1%Retail/WholesaleShowing largest 100 holdings. 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