Comprehensive Financial Planning, Inc./PA Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$102.8M
Holdings
330
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (330 positions)
| Stock | Value |
|---|---|
CZRCAESARS ENTMT INC NEW | $13K |
XHESPDR S&P HEALTH CARE EQUIP ETF | $12K |
BITQBITWISE CRYPTO INDUSTRY INNOVAT ETF | $12K |
CALFPACER US SMALL CAP CASH COWS ETF | $12K |
JPSTJPMORGAN ULTRA SHORT INCOME ETF | $12K |
DFASDIMENSIONAL U S SMALL CAP ETF | $12K |
SOFISOFI TECHNOLOGIES INC | $12K |
WTAIWISDOMTREE ART INTLL ANDINNVT ETF | $11K |
VYMIVANGUARD INTERNATNL HGH DIV YLD ETF | $11K |
IEMGISHARES CORE MSCI EMERGING ETF | $11K |
VTWVVANGUARD RUSSELL 2000 VALUE ETF | $11K |
KOTHE COCA-COLA CO | $11K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $10K |
PHPARKER-HANNIFIN CORP | $10K |
IUSBISHARES CORE TOTAL USD BOND MARK ETF | $10K |
NDAQNASDAQ INC | $10K |
XLFISPDR FUND CONSUMER STAPLES ETF | $10K |
CCLCARNIVAL CORP F | $10K |
HAMHARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9K |
DISDISNEY WALT CO | $9K |
IJHISHARES CORE S&P MID CAPETF | $9K |
LRCXLAM RESH CORP | $9K |
GDGENERAL DYNAMICS CORP | $9K |
HN9HANESBRANDS INC | $9K |
IXGISHARES GLOBAL FINANCIALS ETF | $9K |
RIOTRIOT PLATFORMS INC | $9K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $8K |
CLSCELESTICA INC EQUITY FCLASS EQUITY | $8K |
SNDKSANDISK CORP | $8K |
CITHE CIGNA GROUP | $8K |
RSPFINVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL | $8K |
JMSTJPMORGAN ULTRA SHRT MUNCIPL INCM ETF | $8K |
NOCNORTHROP GRUMMAN CORP | $8K |
SPMBSPDR PORT MRTGG BCKD BNDETF | $8K |
XLYSPDR FUND CONSUMER DISCRE SELECT ETF | $8K |
TXNTEXAS INSTRS INC | $7K |
ALGTALLEGIANT TRAVEL CO | $7K |
BAIISHARES AI INVATN AND TEC ACT ETF | $7K |
AQLTISHARES SELECT DIVIDEND ETF | $7K |
CARRCARRIER GLOBAL CORP | $7K |
AMATAPPLIED MATLS INC | $7K |
CVSCVS HEALTH CORP | $6K |
RXRXRECURSION PHARMACEUTICALCLASS A | $6K |
OEFISHARES S&P 100 ETF | $6K |
JAVAJPMORGAN ACTIVE VALUE ETF | $6K |
VISVANGUARD INDUSTRIALS ETF | $6K |
DRLLSTRIVE U S ENERGY ETF | $6K |
OTISOTIS WORLDWIDE CORP | $6K |
ORGNORIGIN MATLS INC CLASS A | $6K |
BACBANK OF AMERICA CORP | $6K |
FVDFIRST TRUST VALUE DIVIDEND INDEX ETF | $5K |
FXIISHARES CHINA LARGE CAP ETF | $5K |
FRCBFIRST REP BK SAN FRAN CA | $5K |
OMCOMNICOM GROUP INC | $5K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $4K |
EAELECTRONIC ARTS INC | $4K |
XLISELECT SECTOR INDUSTRIALSPDR ETF | $4K |
STBAS & T BANCORP INC | $4K |
SPEMSPDR INDEX SHARES EMERG MARKT ETF | $4K |
QUBTQUANTUM COMPUTING INC | $4K |
IBMIBM CORP | $4K |
EMLPFIRST TRUST NORTH AMERICAN ENERG ETF | $4K |
CNSCOHEN & STEERS INC | $4K |
SNYSANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $4K |
JSMDJANUS HENDERSON SMALL/ MID CAP GROWTH | $4K |
LUVSOUTHWEST AIRLS CO | $4K |
MPMP MATLS CORP CLASS A | $4K |
EFAISHARES MSCI EAFE ETF | $4K |
GPNGLOBAL PMTS INC | $4K |
SHLDGLOBAL X DEFENSE TECH ETF | $3K |
GEGE AEROSPACE | $3K |
SONOSONOS INC | $3K |
FNBF N B CORP PA | $3K |
AQSTAQUESTIVE THERAPEUTICS I | $3K |
SKYYFIRST TRUST CLOUD COMPUTING ETF | $3K |
HIG 6 PERP GTHE HARTFORD INS | $3K |
BIVVANGUARD INTERMEDIATE TERM BOND ETF | $3K |
JPM 5.75 PERP DDJPMORGAN CHAS | $3K |
SCHBSCHWAB US BROAD MARKET ETF | $3K |
INTCINTEL CORP | $3K |
MET 5.625 PERP EMETLIFE INC | $3K |
FDNFIRST TRUST INTERNET INDEX CF ETF | $3K |
EEMISHARES MSCI EMERGING MARKETS ETF | $3K |
MDTMEDTRONIC PLC F | $2K |
AEMAGNICO EAGLE MINES LTD F | $2K |
WTRGESSENTIAL UTILS INC | $2K |
TVALT ROWE PRICE VALUE ETF | $2K |
RSPMINVSC SP 500 EQUAL WEIGHT MATRL ETF | $2K |
LENLENNAR CORP CLASS A | $2K |
BAPRINNOVATOR US EQUITY BUFFER ETF | $2K |
MOALTRIA GROUP, INC. | $2K |
TELTE CONNECTIVITY PLC F | $2K |
OGNORGANON & CO | $1K |
FTSMFIRST TRST ENHNCD SHRT MRTY ETF IV | $1K |
ULUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1K |
TMUST-MOBILE US INC | $1K |
GEVGE VERNOVA INC | $1K |
EWZSISHARES MSCI BRAZIL SMALL CAP ETF | $1K |
LSAFLEADERSHARS ALPHFCTR US CR EQ ETF IV | $1K |
ZIMVZIMVIE INC | $1K |