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Comprehensive Financial Planning

Latest statistics and disclosures from Comprehensive Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are JAAA, AAPL, META, NVDA, MSFT, and represent 24.71% of Comprehensive Financial Planning's stock portfolio.
Added to shares of these 10 stocks: MSFT, NVDA, PSFF, JIVE, META, FFTY, PLTR, TCHP, JGRO, SCHG.
Started 21 new stock positions in PSFF, XSMO, GFI, BND, MSOS, WDC, FIX, TFPM, SMLF, ADI. NRG, BTOG, Jpmorgan Private Markets Fund Class I, SE, LCID, IESC, WFC, MU, Jpmorgan Private Markets Fund Class D, PSIX, ANET.
Reduced shares in these 10 stocks: COWZ, PJUL, MLPA, DAVE, BJUL, CRDO, , SPOT, ATGE, CLS.
Sold out of its positions in ATGE, ATEYY, BSX, BYRN, DAVE, JSMD, Lucid Group, NIO, RIOT, XLP. SPOT.
Comprehensive Financial Planning was a net buyer of stock by $8.7M.
Comprehensive Financial Planning has $146M in assets under management (AUM), dropping by 14.90%.
Central Index Key (CIK): 0002044855

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Portfolio Holdings for Comprehensive Financial Planning

Comprehensive Financial Planning holds 347 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Henderson Aaa Clo Etf Uie (JAAA)	5.9	$8.6M		169k	50.78	View chart
Apple (AAPL)	5.1	$7.4M		29k	254.63	View chart
Facebook Inc cl a (META)	5.0	$7.3M	+10%	9.9k	734.41	View chart
NVIDIA Corporation (NVDA)	4.7	$6.9M	+21%	37k	186.58	View chart
Microsoft Corporation (MSFT)	4.0	$5.8M	+28%	11k	517.94	View chart
Vanguard S&p 500 Etf Uie (VOO)	3.7	$5.3M		8.7k	612.36	View chart
Invsc S P 500 Top 50 Etf Uie (XLG)	3.6	$5.3M		92k	57.52	View chart
Ishares Core S&p 500 Etf Uie (IVV)	2.8	$4.0M	+2%	6.0k	669.26	View chart
Jpmorgan Active Growth Etf Uie (JGRO)	2.3	$3.3M	+20%	35k	93.75	View chart
Amazon (AMZN)	2.0	$2.9M		13k	219.57	View chart
T Rowe Price Blue Chip Growth Etf Uie (TCHP)	1.8	$2.7M	+26%	55k	48.88	View chart
Spdr S&p 500 Etf Uie (SPY)	1.8	$2.6M		3.8k	666.13	View chart
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)	1.7	$2.4M	+8%	27k	88.96	View chart
Ishares S&p 500 Growth Etf Uie (IVW)	1.6	$2.4M	+17%	20k	120.72	View chart
Schwab Us Large Cap Growth Etf Uie (SCHG)	1.6	$2.4M	+26%	75k	31.91	View chart
Listed Fnds Rondhl Mgnfcnt Etf Uie (MAGS)	1.6	$2.4M	+2%	37k	64.86	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	1.5	$2.2M		4.4k	490.38	View chart
Palantir Technologies (PLTR)	1.5	$2.1M	+38%	12k	182.42	View chart
Invsc Qqq Trust Srs 1 Etf Uie (QQQ)	1.4	$2.1M		3.5k	600.33	View chart
Berkshire Hathaway (BRK.B)	1.4	$2.1M		4.2k	502.74	View chart
Costco Wholesale Corporation (COST)	1.4	$2.1M		2.3k	925.49	View chart
Innovator Defined Wealthshield Etf Uie (BALT)	1.3	$2.0M		60k	32.82	View chart
Invesco Nasdaq 100 Etf Uie (QQQM)	1.3	$1.8M	+3%	7.4k	247.13	View chart
Innovator Ibd 50 Etf Uie (FFTY)	1.2	$1.8M	+55%	48k	37.36	View chart
Ishares Semiconductor Etf Uie (SOXX)	1.2	$1.7M	+7%	6.4k	271.11	View chart
Schwab Us Dividend Equity Etf Uie (SCHD)	1.2	$1.7M		63k	27.30	View chart
Victoryshares Free Cash Flow Etf Uie (VFLO)	1.2	$1.7M		45k	37.50	View chart
T Rowe Price U S Equity Research Etf Uie (TSPA)	1.1	$1.7M	+6%	40k	41.91	View chart
Jpmorgan International Value Etf Uie (JIVE)	1.1	$1.6M	+130%	22k	75.40	View chart
Ishares Expanded Tech Sector Etf Uie (IGM)	1.0	$1.4M	+13%	11k	125.95	View chart
Tesla Motors (TSLA)	1.0	$1.4M		3.2k	444.72	View chart
Invesco S & P Midcap Momentum Etf Uie (XMMO)	0.9	$1.3M	+2%	9.6k	135.23	View chart
First Trust Us Equity Oprtnt Etf Uie (FPX)	0.8	$1.1M		6.9k	166.16	View chart
Ft Vest Rising Div Income Etf Uie (RDVI)	0.8	$1.1M		44k	25.85	View chart
Jpmorgan Core Plus Bond Etf Uie (JCPB)	0.8	$1.1M	+29%	24k	47.55	View chart
Waste Management (WM)	0.7	$1.1M		4.9k	220.82	View chart
Pacer Swan Sos Fund Of Funds Etf Uie (PSFF)	0.7	$1.1M	NEW	34k	31.60	View chart
Vanguard Information Technology Etf Uie (VGT)	0.7	$1.1M		1.4k	746.86	View chart
J P Morgan Nasdaq Eqt Prm Inc Etf Uie (JEPQ)	0.7	$1.0M	+3%	18k	57.52	View chart
Avantis U S Large Cap Value Etf Uie (AVLV)	0.7	$963k		13k	72.26	View chart
Vanguard Mid Cap Etf Uie (VO)	0.6	$899k		3.1k	293.77	View chart
Vaneck Semiconductor Etf Uie (SMH)	0.6	$879k		2.7k	326.36	View chart
T Rowe Price Cptl Aprctneqt Etf Uie (TCAF)	0.6	$877k	+8%	23k	37.70	View chart
Technology Select Sectorspdr Etf Uie (XLK)	0.6	$830k	+14%	2.9k	281.82	View chart
Janus Henderson Secrtz Inc Etf Uie (JSI)	0.6	$823k	+9%	16k	52.27	View chart
Ishares Us Technology Etf Uie (IYW)	0.6	$823k	+15%	4.2k	195.87	View chart
Invsc S P 500 Equal Weight Etf Uie (RSP)	0.5	$797k		4.2k	189.69	View chart
Select Str Financial Select Spdr Etf Uie (XLF)	0.5	$699k	+12%	13k	53.87	View chart
Spdr Sp 1500 Value Tilt Etf Uie (VLU)	0.5	$682k		3.3k	204.12	View chart
Ishares Core Dividend Growth Etf Uie (DGRO)	0.5	$663k	-4%	9.7k	68.08	View chart
Servicenow (NOW)	0.4	$630k	-3%	684.00	920.28	View chart
Republic Services (RSG)	0.4	$621k		2.7k	229.45	View chart
Vanguard Mega Cap Value Etf Uie (MGV)	0.4	$617k	+7%	4.5k	137.73	View chart
Alphabet Inc Class A cs (GOOGL)	0.4	$613k		2.5k	243.07	View chart
T Rowe Price Growth Stock Etf Uie (TGRW)	0.4	$603k		13k	45.55	View chart
Vistra Energy (VST)	0.4	$595k	+13%	3.0k	195.89	View chart
JPMorgan Chase & Co. (JPM)	0.4	$586k		1.9k	315.50	View chart
Broadcom (AVGO)	0.4	$567k	+5%	1.7k	330.00	View chart
Ishares Total Us Stock Market Etf Uie (ITOT)	0.4	$542k		3.7k	145.64	View chart
Invsc S P 500 Momentum Etf Uie (SPMO)	0.4	$540k		4.5k	121.06	View chart
Ishares Silver Trust Etf Uie (SLV)	0.4	$539k	+37%	13k	42.37	View chart
Defiance Quantum Etf Uie (QTUM)	0.4	$514k	+34%	4.9k	104.91	View chart
Select Sector Uti Selectspdr Etf Uie (XLU)	0.3	$508k	+14%	5.8k	87.20	View chart
Ishs Us Tech Indepdnce Focusd Etf Uie (IETC)	0.3	$506k	+3%	5.0k	101.93	View chart
Jpmorgan Equity Premium Income Etf Uie (JEPI)	0.3	$497k	+6%	8.7k	57.10	View chart
Global X Uranium Etf Uie (URA)	0.3	$493k	-20%	10k	47.67	View chart
Victoryshares Us Eq Income Enh Vol Wtd Idx Etf Uie (CDC)	0.3	$492k		7.4k	66.74	View chart
Victoryshares Fre Csh Flw Grw Etf Uie (GFLW)	0.3	$490k	+2%	17k	28.68	View chart
Janus Henderson Shrt Drtn Inm Etf Uie (VNLA)	0.3	$480k		9.7k	49.29	View chart
Jpmorgn Hedgd Eqty Lad Ovrly Etf Uie (HELO)	0.3	$461k	-2%	7.1k	65.00	View chart
Ishares Russell Top 200 Growth Etf Uie (IWY)	0.3	$455k		1.7k	273.59	View chart
Vanguard High Dividend Yield Etf Uie (VYM)	0.3	$443k		3.1k	140.95	View chart
Raytheon Technologies Corp (RTX)	0.3	$442k		2.6k	167.34	View chart
Vanguard Mega Cap Growthetf Uie (MGK)	0.3	$423k		1.1k	402.42	View chart
First Trust Smid Cap Rising Divi Etf Uie (SDVY)	0.3	$423k		11k	38.02	View chart
Vanguard Total Stock Market Etf Uie (VTI)	0.3	$392k		1.2k	328.26	View chart
Global X Fund Glb X Art Intl Tgy Etf Uie (AIQ)	0.3	$374k	+3%	7.6k	49.39	View chart
Vanguard Health Care Etf Uie (VHT)	0.3	$366k		1.4k	259.69	View chart
Invesco S & P Midcap Value With Momentum Etf Uie (XMVM)	0.2	$359k		5.8k	61.63	View chart
Astera Labs (ALAB)	0.2	$331k	+3%	1.7k	195.80	View chart
Ies Hldgs (IESC)	0.2	$330k	NEW	831.00	397.65	View chart
Fulton Financial (FULT)	0.2	$328k	+12%	18k	18.63	View chart
Exxon Mobil Corporation (XOM)	0.2	$310k		2.8k	112.76	View chart
Vanguard Mid Cap Value Etf Uie (VOE)	0.2	$283k		1.6k	174.59	View chart
Argan (AGX)	0.2	$280k		1.0k	270.16	View chart
Credo Technology Group F Fgo (CRDO)	0.2	$272k	-50%	1.9k	145.61	View chart
Abrdn Physical Prec Mtl Bskt Shs Etf Uie (GLTR)	0.2	$266k		1.6k	165.45	View chart
Celestica Inc Equity Fclass Equity FGC (CLS)	0.2	$255k	-46%	1.0k	246.38	View chart
Amphenol Corporation (APH)	0.2	$254k		2.1k	123.75	View chart
Triple Flag Precious M F FGC (TFPM)	0.2	$252k	NEW	8.6k	29.26	View chart
Arista Networks (ANET)	0.2	$244k	NEW	1.7k	145.71	View chart
Alphabet Inc Class C cs (GOOG)	0.2	$242k		994.00	243.63	View chart
Micron Technology (MU)	0.2	$242k	NEW	1.4k	167.32	View chart
Comfort Systems USA (FIX)	0.2	$230k	NEW	279.00	825.18	View chart
Sea Ltd Funsponsored Adr 1 Adr Reps 1 Ord Adr (SE)	0.1	$217k	NEW	1.2k	178.73	View chart
Ishares Expanded Tech Stw Sctr Etf Uie (IGV)	0.1	$216k		1.9k	115.02	View chart
Visa (V)	0.1	$209k		612.00	341.38	View chart
Gold Fields Ltd New Fsponsored Adr 1 Adr Reps 1 Ord Adr (GFI)	0.1	$208k	NEW	5.0k	41.96	View chart
Global X Mlp Etf Uie (MLPA)	0.1	$198k	-64%	4.1k	48.42	View chart
Chevron Corporation (CVX)	0.1	$195k		1.3k	155.33	View chart
Federated Hme Mdt Lar Val Etf Nav Cf Uie (FLCV)	0.1	$188k		6.2k	30.49	View chart
T Rowe Price Dividend Growth Etf Uie (TDVG)	0.1	$187k	+38%	4.2k	43.96	View chart
2060000 Power Solutions International (PSIX)	0.1	$187k	NEW	1.9k	98.22	View chart
NRG Energy (NRG)	0.1	$178k	NEW	1.1k	161.95	View chart
Energy Select Sector Spdr Etf Uie (XLE)	0.1	$177k		2.0k	89.36	View chart
Palo Alto Networks (PANW)	0.1	$174k		856.00	203.62	View chart
Uber Technologies (UBER)	0.1	$170k		1.7k	97.97	View chart
Wells Fargo & Company (WFC)	0.1	$168k	NEW	2.0k	83.82	View chart
Home Depot (HD)	0.1	$161k		397.00	405.31	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)	0.1	$157k	+6%	561.00	279.29	View chart
Victoryshares Us Small Mid Cap Value Momentum Etf Uie (USVM)	0.1	$150k		1.7k	90.55	View chart
Vanguard Growth Etf Uie (VUG)	0.1	$150k		312.00	480.33	View chart
Super Micro Computer Inc Com Usd0.001 (SMCI)	0.1	$146k		3.0k	47.94	View chart
Invsc S P 500 Pure Valueetf Uie (RPV)	0.1	$144k		1.5k	99.40	View chart
Waste Connections Inc F FGC (WCN)	0.1	$141k		800.00	175.80	View chart
Live Nation Entertainment (LYV)	0.1	$129k		788.00	163.40	View chart
Advanced Micro Devices (AMD)	0.1	$128k	+31%	790.00	161.79	View chart
Abbvie (ABBV)	0.1	$126k		543.00	231.50	View chart
Spdr S&p Midcap 400 Etf Uie (MDY)	0.1	$125k		210.00	596.86	View chart
Innovator Us Equity Power Buffer Etf Uie (PJUL)	0.1	$118k	-86%	2.6k	45.60	View chart
Ishares Core Msci Totl Intl Stck Etf Uie (IXUS)	0.1	$114k		1.4k	82.56	View chart
Ishares Russell Top 200 Etf Uie (IWL)	0.1	$113k		682.00	166.03	View chart
Ishares Msci Usa Momntumfct Etf Uie (MTUM)	0.1	$111k		431.00	256.66	View chart
Vanguard Consumer Discretionary Etf Uie (VCR)	0.1	$111k	-3%	279.00	396.48	View chart
PNC Financial Services (PNC)	0.1	$110k		546.00	200.93	View chart
Ishs Us Smalla Cap Eqty Fact Etf Uie (SMLF)	0.1	$108k	NEW	1.5k	74.37	View chart
Gabelli Financial Services Oppor Etf Uie (GABF)	0.1	$106k		2.2k	48.21	View chart
Jpmorgan Private Markets Fund Class I Cem	0.1	$103k	NEW	6.0k	17.01	View chart
Jpmorgan Private Markets Fund Class D Cem	0.1	$101k	NEW	8.0k	12.64	View chart
Qualcomm (QCOM)	0.1	$100k		600.00	166.36	View chart
Arm Hldgs Plc Equity A Funsponsored Adr 1 Adr Reps 1 Ord Adr (ARM)	0.1	$99k		700.00	141.49	View chart
Western Digital (WDC)	0.1	$96k	NEW	801.00	120.03	View chart
Ishares Russell Mid Cap Etf Uie (IWR)	0.1	$96k		994.00	96.57	View chart
Avantis International Equity Etf Uie (AVDE)	0.1	$96k		1.2k	78.90	View chart
John Hancock Multifctr Mid Cp Etf Uie (JHMM)	0.1	$95k		1.5k	64.70	View chart
Ishares Treasury Floatngrate Bd Etf Uie (TFLO)	0.1	$94k	-28%	1.9k	50.60	View chart
Tractor Supply Company (TSCO)	0.1	$94k		1.7k	56.87	View chart
Enb Financial Corp Pa (ENBP)	0.1	$91k	+29%	4.6k	19.75	View chart
Merck & Co (MRK)	0.1	$88k		1.0k	83.95	View chart
Vanguard S&p 500 Value Etf Uie (VOOV)	0.1	$81k		408.00	199.51	View chart
Schwab Short Term Us Treasury Etf Uie (SCHO)	0.1	$80k	+40%	3.3k	24.40	View chart
Communicat Svs Slct Sec Spdr Etf Uie (XLC)	0.1	$80k		674.00	118.43	View chart
Valero Energy Corporation (VLO)	0.1	$77k		450.00	170.26	View chart
Ishares Core Us Aggregate Bond Etf Uie (AGG)	0.0	$72k	-27%	719.00	100.25	View chart
Pepsi (PEP)	0.0	$71k		505.00	140.37	View chart
Ishares Russell 1000 Growth Etf Uie (IWF)	0.0	$68k		146.00	468.27	View chart
Ishares Global Energy Etf Uie (IXC)	0.0	$68k		1.6k	41.75	View chart
Vanguard Russell 2000 Etf Uie (VTWO)	0.0	$67k		683.00	97.76	View chart
Spdr Dow Jones Industrial Avrg Etf Uie (DIA)	0.0	$66k		143.00	462.43	View chart
Vanguard Large Cap Etf Uie (VV)	0.0	$66k		214.00	307.32	View chart
Vanguard Small Cap Etf Uie (VB)	0.0	$63k		248.00	254.03	View chart
Hershey Company (HSY)	0.0	$61k		325.00	187.09	View chart
Ishares Biotechnology Etf Uie (IBB)	0.0	$61k		419.00	144.33	View chart
Invsc Sp 500 Equal Weight Tech Etf Uie (RSPT)	0.0	$60k		1.4k	44.57	View chart
Ishares Msci Usa Min Volfctr Etf Uie (USMV)	0.0	$60k		630.00	95.11	View chart
Pacer Us Cash Cows 100 Etf Uie (COWZ)	0.0	$59k	-93%	1.0k	57.45	View chart
Vanguard Mid Cap Growth Etf Uie (VOT)	0.0	$59k		200.00	293.79	View chart
Ishares Us Financial Seretf Uie (IYG)	0.0	$58k		647.00	89.58	View chart
Ishares Russell 2000 Etf Uie (IWM)	0.0	$57k		234.00	242.26	View chart
Ishares Core 40 60 Mod All Etf Uie (AOM)	0.0	$56k		1.2k	47.59	View chart
Newmont Mining Corporation (NEM)	0.0	$54k		638.00	84.25	View chart
Vanguard Mega Cap Etf Uie (MGC)	0.0	$52k		213.00	243.60	View chart
Pan Amern Silver Corp F FGC (PAAS)	0.0	$52k		1.3k	38.73	View chart
Lynas Rare Earths Ordf Ufo (LYSCF)	0.0	$50k		4.5k	11.12	View chart
Invesco S & P Smlcp Momentm Etf Uie (XSMO)	0.0	$49k	NEW	671.00	73.57	View chart
Vanguard Value Etf Uie (VTV)	0.0	$49k		260.00	186.53	View chart
Casella Waste Systems (CWST)	0.0	$47k	+66%	500.00	94.88	View chart
Vanguard Short-term Bondetf Uie (BSV)	0.0	$46k		587.00	78.86	View chart
Spdr Ssga Us Lg Cp Lw Vlt Inx Etf Uie (LGLV)	0.0	$45k		253.00	178.27	View chart
Ishares Core 60 40 Bal All Etf Uie (AOR)	0.0	$44k		681.00	64.36	View chart
Spdr Portfolio S&p 500 Etf Uie (SPLG)	0.0	$44k		559.00	78.34	View chart
Jpmorgan U S Tech Leaders Etf Iv Uie (JTEK)	0.0	$44k	+97%	476.00	91.97	View chart
Netflix (NFLX)	0.0	$43k	-76%	36.00	1198.92	View chart
Columbia Research Enhanced Cr Etf Uie (RECS)	0.0	$41k		1.0k	40.34	View chart
Vanguard Dividend Appreciation Etf Uie (VIG)	0.0	$39k		178.00	216.22	View chart
Wisdomtree Us Largecap Dividend Etf Uie (DLN)	0.0	$38k		438.00	87.08	View chart
Timothy Plan Us Larg Md Cp Cr Etf Uie (TPLC)	0.0	$38k		817.00	46.30	View chart
Ishares Msci Acwi Ex Us Etf Uie (ACWX)	0.0	$38k		581.00	65.01	View chart
Ishares S&p Mid Cap 400 Grwth Etf Uie (IJK)	0.0	$36k		379.00	95.88	View chart
First Trust Long Short Equity Etf Uie (FTLS)	0.0	$36k		515.00	69.99	View chart
Global X Lithium Batterytech Etf Uie (LIT)	0.0	$36k		632.00	56.88	View chart
Altc Acquisition Corp (OKLO)	0.0	$35k	+950%	315.00	111.63	View chart
UnitedHealth (UNH)	0.0	$35k	-32%	102.00	344.25	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$34k		200.00	170.85	View chart
First Tr Lrg Cp Grw Alphadex Etf Uie (FTC)	0.0	$34k		209.00	160.66	View chart
Square Inc cl a (XYZ)	0.0	$33k		450.00	72.27	View chart
T Rowe Price Growth Etf Uie (TGRT)	0.0	$32k		731.00	43.62	View chart
Ishares Us Medical Devices Etf Uie (IHI)	0.0	$31k	-8%	519.00	60.05	View chart
Norfolk Southern (NSC)	0.0	$30k		100.00	300.41	View chart
Occidental Petroleum Corporation (OXY)	0.0	$30k		629.00	47.23	View chart
Invsc S P Midcap Low Volatility Etf Uie (XMLV)	0.0	$29k		463.00	63.56	View chart
Bristol Myers Squibb (BMY)	0.0	$28k		627.00	45.11	View chart
Vanguard Total International Stk Etf Uie (VXUS)	0.0	$28k		383.00	73.46	View chart
Johnson & Johnson (JNJ)	0.0	$28k		151.00	184.88	View chart
Ishares S&p Mid Cap 400 Value Etf Uie (IJJ)	0.0	$27k		211.00	129.53	View chart
Sofi Technologies (SOFI)	0.0	$26k		1.0k	26.42	View chart
Ishares Core Msci Eafe Etf Uie (IEFA)	0.0	$26k	-41%	296.00	87.31	View chart
Ishares Us Regional Banks Etf Uie (IAT)	0.0	$25k		477.00	52.57	View chart
Bitwise Crypto Industry Innovat Etf Uie (BITQ)	0.0	$25k		1.0k	25.07	View chart
Avantis Us Small Cap Value Etf Uie (AVUV)	0.0	$24k		245.00	99.67	View chart
First Tr Nasdaq Tech Dividx Etf Uie (TDIV)	0.0	$24k		245.00	98.59	View chart
Jpmorgan Short Duration Core Plu Etf Uie (JSCP)	0.0	$24k		506.00	47.59	View chart
Avantis Emerging Marketseq Etf Uie (AVEM)	0.0	$23k		304.00	75.14	View chart
Ishares Us Transportation Etf Uie (IYT)	0.0	$23k		316.00	71.65	View chart
Advisorshares Focused Equity Etf Uie (CWS)	0.0	$23k		330.00	68.55	View chart
Global X Us Infra Dvlpmnt Etf Uie (PAVE)	0.0	$22k		462.00	47.59	View chart
Ford Motor Company (F)	0.0	$22k		1.8k	11.96	View chart
McDonald's Corporation (MCD)	0.0	$21k		70.00	302.54	View chart
Vanguard Ftse Developed Markets Etf Uie (VEA)	0.0	$21k		342.00	59.92	View chart
Wal-Mart Stores (WMT)	0.0	$19k		181.00	103.28	View chart
Sandisk Corp (SNDK)	0.0	$19k		166.00	112.20	View chart
Travelers Companies (TRV)	0.0	$18k		64.00	278.95	View chart
Ishares Russell 1000 Value Etf Uie (IWD)	0.0	$17k		85.00	203.59	View chart
Wisdomtree Art Intll Andinnvt Etf Uie (WTAI)	0.0	$17k		602.00	28.56	View chart
Spdr Gold Shares Etf Uie (GLD)	0.0	$17k		48.00	355.48	View chart
Select Sector Health Care Spdr Etf Uie (XLV)	0.0	$17k		120.00	138.93	View chart
Linde Plc F Fgo (LIN)	0.0	$16k		34.00	479.59	View chart
Lam Research (LRCX)	0.0	$16k		120.00	133.90	View chart
Vanguard Russell 1000 Etf Uie (VONE)	0.0	$15k		51.00	302.35	View chart
Snap Inc cl a (SNAP)	0.0	$15k	-34%	2.0k	7.71	View chart
Carnival Corp F Fgo (CCL)	0.0	$15k		500.00	28.91	View chart
Pacer Us Small Cap Cash Cows Etf Uie (CALF)	0.0	$14k		325.00	43.81	View chart
Ishares Iboxx Invt Gradebond Etf Uie (LQD)	0.0	$14k		122.00	111.47	View chart
Caesars Entertainment (CZR)	0.0	$14k		500.00	27.03	View chart
Vanguard Russell 1000 Growth Etf Uie (VONG)	0.0	$14k		112.00	120.50	View chart
Dimensional U S Small Cap Etf Uie (DFAS)	0.0	$13k		195.00	68.46	View chart
Prologis Inc Reit Ret (PLD)	0.0	$13k		116.00	114.52	View chart
Pfizer (PFE)	0.0	$13k		511.00	25.49	View chart
Parker-Hannifin Corporation (PH)	0.0	$13k		17.00	763.94	View chart
Duke Energy (DUK)	0.0	$13k		104.00	123.75	View chart
Vanguard Internatnl Hgh Div Yld Etf Uie (VYMI)	0.0	$13k		151.00	84.68	View chart
Ishares Core S&p Small Cap Etf Uie (IJR)	0.0	$13k	-88%	107.00	118.89	View chart
Vanguard Russell 2000 Value Etf Uie (VTWV)	0.0	$13k		80.00	155.88	View chart
Jpmorgan Ultra Short Income Etf Uie (JPST)	0.0	$12k		245.00	50.63	View chart
Spdr S&p Health Care Equipment Etf Uie (XHE)	0.0	$12k		150.00	78.86	View chart
Grayscale Bitcoin Trust Etf Uie (GBTC)	0.0	$12k		129.00	89.77	View chart
Nasdaq Omx (NDAQ)	0.0	$12k		131.00	88.15	View chart
Ishares Ai Invatn And Tec Act Etf Uie (BAI)	0.0	$11k		329.00	34.16	View chart
Harmony Gold Mng Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (HMY)	0.0	$11k		619.00	18.15	View chart
Innovator Us Equity Buffer Etf Uie (BJUL)	0.0	$11k	-96%	222.00	49.66	View chart
General Dynamics Corporation (GD)	0.0	$11k		32.00	344.50	View chart
Walt Disney Company (DIS)	0.0	$11k		95.00	114.60	View chart
Analog Devices (ADI)	0.0	$10k	NEW	42.00	245.69	View chart
Proshares S&p 500 Div Aristocrat Etf Uie (NOBL)	0.0	$10k		100.00	103.07	View chart
Mp Materials Corp (MP)	0.0	$10k		150.00	67.07	View chart
Hanesbrands (HBI)	0.0	$9.9k		1.5k	6.59	View chart
Coca-Cola Company (KO)	0.0	$9.8k		148.00	66.18	View chart
Northrop Grumman Corporation (NOC)	0.0	$9.3k		15.00	617.13	View chart
Applied Materials (AMAT)	0.0	$9.2k		45.00	204.73	View chart
Spdr Fund Consumer Discre Select Etf Uie (XLY)	0.0	$9.1k		38.00	239.63	View chart
Ishares Core Msci Emerging Etf Uie (IEMG)	0.0	$8.9k	-34%	135.00	65.92	View chart
Allegiant Travel Company (ALGT)	0.0	$8.5k		140.00	60.69	View chart
Vanguard Total Bond Market Etf Uie (BND)	0.0	$8.4k	NEW	113.00	74.37	View chart
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal Uie (RSPF)	0.0	$8.4k		108.00	77.78	View chart
Schwab Us Large Cap Value Etf Uie (SCHV)	0.0	$8.4k	-58%	288.00	29.11	View chart
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)	0.0	$8.0k		156.00	51.04	View chart
Ishares Russell 2000 Value Etf Uie (IWN)	0.0	$7.8k		44.00	176.34	View chart
Spdr Port Mrtgg Bckd Bndetf Uie (SPMB)	0.0	$7.7k		341.00	22.44	View chart
Texas Instruments Incorporated (TXN)	0.0	$7.5k		41.00	183.73	View chart
Ishares Select Dividend Etf Uie (DVY)	0.0	$7.5k		53.00	142.09	View chart
Ishares S&p 100 Etf Uie (OEF)	0.0	$7.5k		22.00	338.73	View chart
Vanguard Industrials Etf Uie (VIS)	0.0	$7.1k		24.00	296.29	View chart
Bank of America Corporation (BAC)	0.0	$7.0k		135.00	51.59	View chart
Cigna Corp (CI)	0.0	$6.9k		24.00	288.25	View chart
CVS Caremark Corporation (CVS)	0.0	$6.9k		91.00	75.38	View chart
Jpmorgan Active Value Etf Uie (JAVA)	0.0	$6.6k		95.00	69.13	View chart
Carrier Global Corporation (CARR)	0.0	$6.6k		110.00	59.70	View chart
Electronic Arts (EA)	0.0	$6.2k		31.00	200.65	View chart
Ishares China Large Cap Etf Uie (FXI)	0.0	$5.8k		142.00	41.18	View chart
Vanguard Ftse Emerging Markets Etf Uie (VWO)	0.0	$5.4k		99.00	54.18	View chart
Select Sector Industrialspdr Etf Uie (XLI)	0.0	$5.3k		34.00	154.94	View chart
First Trust Value Dividend Index Etf Uie (FVD)	0.0	$5.2k		113.00	46.24	View chart
Ishares Total Usd Bond Market Etf Uie (IUSB)	0.0	$5.0k	-50%	108.00	46.71	View chart
Otis Worldwide Corp (OTIS)	0.0	$5.0k		55.00	91.44	View chart
Spdr Index Shares Emerg Markt Etf Uie (SPEM)	0.0	$5.0k		106.00	46.81	View chart
Ishares Core S&p Mid Capetf Uie (IJH)	0.0	$4.9k	-50%	75.00	65.27	View chart
Omni (OMC)	0.0	$4.8k		59.00	81.86	View chart
General Electric (GE)	0.0	$4.8k		16.00	300.81	View chart
International Business Machines (IBM)	0.0	$4.5k		16.00	282.19	View chart
S&T Ban (STBA)	0.0	$4.4k		118.00	37.59	View chart
Origin Materials (ORGN)	0.0	$4.4k		8.5k	0.52	View chart
Ishares Msci Eafe Etf Uie (EFA)	0.0	$4.1k		44.00	94.09	View chart
First Trust North American Energ Etf Uie (EMLP)	0.0	$4.1k		106.00	38.29	View chart
Intel Corporation (INTC)	0.0	$4.0k		119.00	33.45	View chart
Ark Fintech Innovation Etf Uie (ARKF)	0.0	$4.0k		70.00	56.80	View chart
F.N.B. Corporation (FNB)	0.0	$3.8k		237.00	16.11	View chart
First Trust Cloud Computing Etf Uie (SKYY)	0.0	$3.8k		28.00	134.43	View chart
Southwest Airlines (LUV)	0.0	$3.6k		113.00	31.90	View chart
First Trust Internet Index Cf Etf Uie (FDN)	0.0	$3.4k		12.00	279.83	View chart
Sanofi Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (SNY)	0.0	$3.3k		70.00	47.20	View chart
Schwab Us Broad Market Etf Uie (SCHB)	0.0	$3.3k		128.00	25.76	View chart
Ishares Msci Emerging Markets Etf Uie (EEM)	0.0	$3.3k		61.00	53.67	View chart
Agnico Eagle Mines Ltd F FGC (AEM)	0.0	$3.2k		19.00	168.58	View chart
Vanguard Intermediate Term Bond Etf Uie (BIV)	0.0	$2.9k		37.00	78.08	View chart
The Hartford Ins 6 Pfdpfd Ser G Pre (HIG.PG)	0.0	$2.9k		115.00	25.07	View chart
Jpmorgan Chas 5.75 Pfdpfd Ser Dd Pre (JPM.PD)	0.0	$2.9k		115.00	24.85	View chart
Metlife Inc 5.625 Pfdpfd Ser E Pre (MET.PE)	0.0	$2.8k		114.00	24.88	View chart
Ge Vernova (GEV)	0.0	$2.5k		4.00	615.00	View chart
Copart (CPRT)	0.0	$2.4k	+68%	54.00	44.96	View chart
Te Connectivity Plc F Fgo (TEL)	0.0	$2.4k		11.00	219.55	View chart
SYSCO Corporation (SYY)	0.0	$2.3k		28.00	82.36	View chart
Medtronic Plc F Fgo (MDT)	0.0	$2.2k		23.00	95.26	View chart
Essential Utils (WTRG)	0.0	$2.0k		50.00	39.90	View chart
Lennar Corporation (LEN)	0.0	$1.9k		15.00	126.07	View chart
Altria (MO)	0.0	$1.9k		28.00	67.18	View chart
Invsc Sp 500 Equal Weight Matrl Etf Uie (RSPM)	0.0	$1.8k		55.00	32.75	View chart
Ishares Msci Brazil Small Cap Etf Uie (EWZS)	0.0	$1.5k		110.00	13.90	View chart
Innovator Us Equity Buffer Etf Uie (BAPR)	0.0	$1.5k	-17%	32.00	46.91	View chart
First Trst Enhncd Shrt Mrty Etf Iv Uie (FTSM)	0.0	$1.4k		23.00	59.91	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL)	0.0	$1.4k		23.00	59.26	View chart
Leadershars Alphfctr Us Cr Eq Etf Iv Uie (LSAF)	0.0	$1.3k		29.00	44.72	View chart
Coupang (CPNG)	0.0	$1.3k		40.00	32.20	View chart
Grayscale Bitcoin Mini Trust Etf Uie (BTC)	0.0	$1.3k		25.00	50.64	View chart
Metropcs Communications (TMUS)	0.0	$1.2k		5.00	239.40	View chart
First Eagle Overseas Equity Etf Uie (FEOE)	0.0	$1.1k		24.00	46.12	View chart
Cronos Group Inc F FGC (CRON)	0.0	$1.1k		396.00	2.78	View chart
Johnson Controls Int F Fgo (JCI)	0.0	$1.1k		10.00	110.00	View chart
Organon & Co (OGN)	0.0	$1.0k		98.00	10.68	View chart
Vanguard Materials Etf Uie (VAW)	0.0	$1.0k		5.00	204.80	View chart
Leadershrs Alphafctr Tact Focus Etf Uie (LSAT)	0.0	$909.999200		22.00	41.36	View chart
First Trust Int Dur Prf Cem (FPF)	0.0	$881.001200		46.00	19.15	View chart
Ishares 20 Pls Year Treasury Bnd Etf Uie (TLT)	0.0	$715.000000		8.00	89.38	View chart
Mobix Labs (MOBX)	0.0	$504.000000		625.00	0.81	View chart
Advisorshs Pure Us Cannabis Etf Iv Uie (MSOS)	0.0	$498.004000	NEW	104.00	4.79	View chart
Sirius XM Holdings (SIRI)	0.0	$466.000000		20.00	23.30	View chart
Ge Healthcare Technologies I (GEHC)	0.0	$376.000000		5.00	75.20	View chart
Lucid Group (LCID)	0.0	$357.000000	NEW	15.00	23.80	View chart
Adobe Systems Incorporated (ADBE)	0.0	$353.000000		1.00	353.00	View chart
American Express Company (AXP)	0.0	$335.000000		1.00	335.00	View chart
Masimo Corporation (MASI)	0.0	$295.000000		2.00	147.50	View chart
Millrose Pptys Inc Com Cl A (MRP)	0.0	$234.999800		7.00	33.57	View chart
Pentair Plc F Fgo (PNR)	0.0	$222.000000		2.00	111.00	View chart
Wrap Technologies (WRAP)	0.0	$217.000000		100.00	2.17	View chart
Fairlead Tactical Sectoretf Uie (TACK)	0.0	$210.000000		7.00	30.00	View chart
Wabtec Corporation (WAB)	0.0	$200.000000		1.00	200.00	View chart
Nvent Elec Plc F Fgo (NVT)	0.0	$197.000000		2.00	98.50	View chart
Bit Origin Limited Fclass A Fgo (BTOG)	0.0	$191.000000	NEW	500.00	0.38	View chart
Ishares Global Clean Energy Etf Uie (ICLN)	0.0	$186.000000		12.00	15.50	View chart
Okta Inc cl a (OKTA)	0.0	$183.000000		2.00	91.50	View chart
Transocean Ltd F Fgo (RIG)	0.0	$177.999600		57.00	3.12	View chart
Kyndryl Holdings Ord Wi (KD)	0.0	$90.000000		3.00	30.00	View chart
Pure Storage Inc - Class A (PSTG)	0.0	$84.000000		1.00	84.00	View chart
Amc Entertainment (AMC)	0.0	$61.000800		21.00	2.90	View chart
Warner Bros. Discovery (WBD)	0.0	$59.000100		3.00	19.67	View chart
Canopy Growth Corp F FGC (CGC)	0.0	$50.998500		35.00	1.46	View chart
Ammpower Corp F FGC (AMMPF)	0.0	$27.000000		1.5k	0.02	View chart
First Republic Bank/san F (FRCB)	0.0	$4.960000		1.6k	0.00	View chart

Past Filings by Comprehensive Financial Planning

SEC 13F filings are viewable for Comprehensive Financial Planning going back to 2024

Comprehensive Financial Planning 2025 Q3 filed Nov. 12, 2025
Comprehensive Financial Planning 2025 Q2 filed Aug. 8, 2025
Comprehensive Financial Planning 2025 Q1 filed May 9, 2025
Comprehensive Financial Planning 2024 Q4 filed Jan. 29, 2025

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