Comprehensive Financial Planning, Inc./PA Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$102.8B
Holdings
330
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (330 positions)
| Stock | Value |
|---|---|
ALABASTERA LABS INC | $97.8M |
PNCPNC FINL SERVICES | $96.0M |
PANWPALO ALTO NETWORKS INC | $94.9M |
MRKMERCK & CO. INC. | $94.5M |
IXUSISHARES CORE MSCI TOTL INTL STCK ETF | $94.5M |
GABFGABELLI FINANCIAL SERVICES OPPOR ETF | $94.2M |
QCOMQUALCOMM INC | $92.2M |
TSCOTRACTOR SUPPLY CO | $90.9M |
AQLTISHARES RUSSELL TOP 200 ETF | $90.8M |
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $87.2M |
MTUMISHARES MSCI USA MOMNTUMFCT ETF | $86.8M |
IWRISHARES RUSSELL MID CAP ETF | $84.3M |
JHMMJOHN HANCOCK MULTIFACTORMID CAP ETF | $83.9M |
WCNWASTE CONNECTIONS INC F | $78.1M |
AVDEAVANTIS INTERNATIONAL EQUITY ETF | $77.5M |
ARMARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $74.8M |
VOOVVANGUARD S&P 500 VALUE ETF | $74.6M |
PEPPEPSICO INC | $74.6M |
ABBVABBVIE INC | $70.3M |
IXCISHARES GLOBAL ENERGY ETF | $67.4M |
XLCCOMMUNICAT SVS SLCT SEC SPDR ETF | $64.7M |
AMDADVANCED MICRO DEVIC | $61.6M |
OXYOCCIDENTAL PETE CORP | $61.3M |
DONSPDR DOW JONES INDUSTRIAL AVRG ETF | $59.5M |
VLOVALERO ENERGY CORP NEW | $59.4M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $58.0M |
ENBPENB FINL CORP | $57.1M |
SCHOSCHWAB SHORT TERM US TREASURY ETF | $56.2M |
HSYHERSHEY CO | $54.9M |
VVVANGUARD LARGE CAP ETF | $54.8M |
VBVANGUARD SMALL CAP ETF | $54.8M |
VTWOVANGUARD RUSSELL 2000 ETF | $54.7M |
LITGLOBAL X LITHIUM & BATTERY TECH ETF | $54.0M |
LYVLIVE NATION ENTMT INC | $53.4M |
VSTVISTRA CORP | $53.3M |
PLTRPALANTIR TECHNOLOGIES INCLASS A | $52.9M |
AOMISHARES CORE 40 60 MOD ALL ETF | $51.3M |
IYGISHARES US FINANCIAL SERETF | $50.5M |
VOTVANGUARD MID CAP GROWTH ETF | $48.9M |
RTXRTX CORP | $46.4M |
RSPTINVSC SP 500 EQUAL WEIGHT TECH ETF | $46.1M |
IBBISHARES BIOTECHNOLOGY ETF | $45.9M |
BSVVANGUARD SHORT-TERM BONDETF | $45.0M |
VTVVANGUARD VALUE ETF | $44.7M |
LGLVSPDR SSGA US LG CP LW VLT INX ETF | $43.6M |
MGCVANGUARD MEGA CAP ETF | $42.7M |
AORISHARES CORE 60 40 BAL ALL ETF | $38.7M |
AQLTISHARES CORE MSCI EAFE ETF | $38.5M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $38.1M |
BMYBRISTOL-MYERS SQUIBB CO. | $37.4M |
SPYMSPDR PORTFOLIO S&P 500 ETF | $36.8M |
RECSCOLUMBIA RESEARCH ENHANCED CR ETF | $35.7M |
TPLCTIMOTHY PLAN US LARG MD CP CR ETF | $34.6M |
PAASPAN AMERN SILVER CORP F | $34.5M |
DLNWISDOMTREE US LARGECAP DIVIDEND ETF | $34.4M |
IHIISHARES US MEDICAL DEVICES ETF | $34.1M |
FTLSFIRST TRUST LONG SHORT EQUITY ETF | $33.0M |
ACWXISHARES MSCI ACWI EX US ETF | $32.2M |
ORRFORRSTOWN FINL SVCS INC | $31.6M |
IJKISHARES S&P MID CAP 400 GRWTH ETF | $31.5M |
NEMNEWMONT CORP | $30.7M |
MCDMCDONALDS CORP | $29.6M |
XMLVINVSC S P MIDCAP LOW VOLATILITY ETF | $28.2M |
BXBLACKSTONE INC | $28.0M |
FTCFIRST TR LRG CP GRW ALPHADEX ETF | $27.5M |
SNAPSNAP INC CLASS A | $26.1M |
TGRTT ROWE PRICE GROWTH ETF | $25.1M |
IJJISHARES S&P MID CAP 400 VALUE ETF | $25.0M |
JNJJOHNSON & JOHNSON | $24.9M |
XYZBLOCK INC A CLASS A | $24.4M |
WOODISHARES GLOBAL TIMBER FORESTRY ETF | $24.3M |
VXUSVANGUARD TOTAL INTERNATIONAL STK ETF | $23.8M |
NSCNORFOLK SOUTHN CORP | $23.7M |
JSCPJPMORGAN SHORT DURATION CORE PLU ETF | $23.3M |
IATISHARES US REGIONAL BANKS ETF | $21.9M |
CWSADVISORSHARES FOCUSED EQUITY ETF | $21.6M |
AVUVAVANTIS US SMALL CAP VALUE ETF | $21.4M |
FBNDFIDELITY TOTAL BOND ETF | $19.6M |
—LYNAS RARE EARTHS ORDF | $19.4M |
SCHVSCHWAB US LARGE CAP VALUE ETF | $18.3M |
AVEMAVANTIS EMERGING MARKETSEQ ETF | $18.0M |
TDIVFIRST TR NASDAQ TECH DIVIDX ETF | $18.0M |
FFORD MTR CO DEL | $17.8M |
XLVSELECT SECTOR HEALTH CARE SPDR ETF | $17.4M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $17.4M |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOP | $17.4M |
BNDVANGUARD TOTAL BOND MARKET ETF | $16.9M |
TRVTRAVELERS COS INC | $16.8M |
XMHQINVESCO S AND P MIDCAP QUALTY ETF | $16.6M |
UNHUNITEDHEALTH GROUP INC | $16.3M |
JOYTJPMORGAN U S TECH LEADERS ETF IV | $16.2M |
IWDISHARES RUSSELL 1000 VALUE ETF | $16.0M |
LINLINDE PLC F | $15.9M |
WMTWALMART INC | $15.8M |
PFEPFIZER, INC. | $15.3M |
LQDISHARES IBOXX INVT GRADEBOND ETF | $13.3M |
PLDPROLOGIS INC REIT | $13.0M |
VONEVANGUARD RUSSELL 1000 ETF | $12.9M |
DUKDUKE ENERGY CORP NEW | $12.7M |
CZRCAESARS ENTMT INC NEW | $12.5M |