Comprehensive Financial Planning

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

Tip: Access up to 7 years of quarterly data

Positions held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Comprehensive Financial Planning

Comprehensive Financial Planning holds 360 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 6.9 $8.2M 33k 250.42
 View chart
NVIDIA Corporation (NVDA) 5.5 $6.5M 49k 134.29
 View chart
Microsoft Corporation (MSFT) 5.3 $6.3M 15k 421.49
 View chart
Facebook Inc cl a (META) 4.1 $4.8M 8.3k 585.52
 View chart
Janus Henderson Aaa Clo Etf Uie (JAAA) 4.1 $4.8M 95k 50.71
 View chart
Ishares Core S&p 500 Etf Iv Uie (IVV) 4.0 $4.7M 8.0k 588.66
 View chart
Vanguard S&p 500 Etf Uie (VOO) 3.7 $4.4M 8.1k 538.79
 View chart
Schwab Us Large Cap Growth Etf Uie (SCHG) 3.4 $4.0M 143k 27.87
 View chart
Invsc S P 500 Top 50 Etf Uie (XLG) 3.1 $3.6M 73k 49.96
 View chart
Amazon (AMZN) 2.3 $2.7M 12k 219.39
 View chart
Ishares Us Treasury Bondetf Uie (GOVT) 2.1 $2.5M 109k 22.98
 View chart
Invesco S And P Midcap Qualty Etf Uie (XMHQ) 2.0 $2.4M 24k 98.47
 View chart
Spdr S&p 500 Etf Iv Uie (SPY) 1.9 $2.3M 3.9k 586.01
 View chart
Costco Wholesale Corporation (COST) 1.8 $2.2M 2.4k 916.30
 View chart
Ishares Semiconductor Etf Uie (SOXX) 1.7 $2.0M 9.4k 215.50
 View chart
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW) 1.7 $2.0M 24k 80.93
 View chart
Berkshire Hathaway (BRK.B) 1.6 $1.9M 4.2k 453.28
 View chart
Invsc Qqq Trust Srs 1 Etf Uie (QQQ) 1.5 $1.8M 3.6k 511.26
 View chart
Innovator Defined Wealthshield Etf Uie (BALT) 1.5 $1.8M 58k 31.42
 View chart
Schwab Us Dividend Equity Etf Uie (SCHD) 1.5 $1.7M 64k 27.32
 View chart
Invesco Nasdaq 100 Etf Uie (QQQM) 1.4 $1.7M 7.9k 210.44
 View chart
J P Morgan Nasdaq Eqt Prm Inc Etf Uie (JEPQ) 1.3 $1.5M 27k 56.38
 View chart
Tesla Motors (TSLA) 1.1 $1.4M 3.4k 403.84
 View chart
Servicenow (NOW) 1.1 $1.4M 1.3k 1060.12
 View chart
Crowdstrike Hldgs Inc cl a (CRWD) 1.0 $1.2M 3.5k 342.16
 View chart
Vanguard Mid Cap Etf Uie (VO) 1.0 $1.2M 4.4k 264.12
 View chart
Vanguard Information Technolo Etf Iv Uie (VGT) 0.9 $1.1M 1.8k 621.76
 View chart
Ft Vest Rising Div Income Etf Uie (RDVI) 0.8 $987k 41k 24.24
 View chart
Invesco S & P Midcap Momentum Etf Uie (XMMO) 0.8 $911k 7.4k 123.53
 View chart
Ishares Us Technology Etf Uie (IYW) 0.7 $884k 5.5k 159.53
 View chart
Listed Fnds Rondhl Mgnfcnt Etf Uie (MAGS) 0.7 $877k 16k 54.42
 View chart
Ishares Expanded Tech Sector Etf Uie (IGM) 0.7 $854k 8.4k 102.09
 View chart
Pacer Us Cash Cows 100 Etf Uie (COWZ) 0.7 $846k 15k 56.48
 View chart
Technology Select Sectorspdr Etf Iv Uie (XLK) 0.7 $770k 3.3k 232.53
 View chart
Broadcom (AVGO) 0.6 $766k 3.3k 231.87
 View chart
Innovator Us Equity Power Buffer Etf Uie (PJUL) 0.6 $757k 18k 41.17
 View chart
Ishares Core Dividend Growth Etf Uie (DGRO) 0.6 $727k 12k 61.34
 View chart
Victoryshares Free Cash Flow Etf Uie (VFLO) 0.6 $718k 21k 34.09
 View chart
Ishares S&p 500 Growth Etf Uie (IVW) 0.6 $696k 6.9k 101.53
 View chart
Avantis U S Large Cap Value Etf Uie (AVLV) 0.5 $646k 9.7k 66.77
 View chart
Jpmorgan Equity Premium Income Etf Uie (JEPI) 0.5 $644k 11k 57.53
 View chart
Invsc S P 500 Equal Weight Etf Iv Uie (RSP) 0.5 $639k 3.6k 175.23
 View chart
Spdr Sp 1500 Value Tilt Etf Uie (VLU) 0.5 $626k 3.4k 184.06
 View chart
Waste Management (WM) 0.5 $626k 3.1k 201.79
 View chart
Janus Henderson Secrtz Inc Etf Uie (JSI) 0.5 $610k 12k 51.81
 View chart
Alphabet Inc Class A cs (GOOGL) 0.5 $576k 3.0k 189.31
 View chart
First Trust Mlt Mnr Sml Cp Op Etf Uie (MMSC) 0.5 $545k 26k 20.74
 View chart
Republic Services (RSG) 0.5 $537k 2.7k 201.21
 View chart
Global X Mlp Etf Uie (MLPA) 0.5 $536k 11k 49.41
 View chart
T Rowe Price U S Equity Research Etf Uie (TSPA) 0.4 $511k 14k 36.97
 View chart
Ishares Total Us Stock Market Etf Uie (ITOT) 0.4 $475k 3.7k 128.63
 View chart
Alphabet Inc Class C cs (GOOG) 0.4 $469k 2.5k 190.45
 View chart
Janus Henderson Shrt Drtn Inm Etf Uie (VNLA) 0.4 $461k 9.4k 48.91
 View chart
Victoryshares Us Eq Income Enh Vol Wtd Idx Etf Uie (CDC) 0.4 $451k 7.2k 62.58
 View chart
Ishs Us Tech Indepdnce Focusd Etf Uie (IETC) 0.4 $442k 5.2k 85.33
 View chart
Innovator Ibd 50 Etf Uie (FFTY) 0.4 $437k 15k 28.59
 View chart
T Rowe Price Blue Chip Growth Etf Uie (TCHP) 0.4 $415k 9.9k 42.11
 View chart
Vanguard Small Cap Etf Uie (VB) 0.3 $399k 1.7k 240.26
 View chart
Vanguard High Dividend Yield Etf Uie (VYM) 0.3 $393k 3.1k 127.58
 View chart
Ishares Russell Top 200 Growth Etf Uie (IWY) 0.3 $390k 1.7k 235.20
 View chart
Frst Trst Smid Cap Rsng Div Ach Etf Uie (SDVY) 0.3 $379k 11k 35.85
 View chart
Vanguard Health Care Etf Uie (VHT) 0.3 $371k 1.5k 253.63
 View chart
Vanguard Mega Cap Growthetf Uie (MGK) 0.3 $360k 1.0k 343.32
 View chart
Aptus Defined Risk Etf Uie (DRSK) 0.3 $355k 13k 27.43
 View chart
Jpmorgan Active Growth Etf Uie (JGRO) 0.3 $344k 4.2k 81.03
 View chart
Vanguard Total Stock Market Etf Uie (VTI) 0.3 $342k 1.2k 289.70
 View chart
Global X Defense Tech Etf Uie (SHLD) 0.3 $336k 9.0k 37.41
 View chart
U.S. Lime & Minerals (USLM) 0.3 $330k 2.5k 132.72
 View chart
Invesco S & P Midcap Value With Momentum Etf Uie (XMVM) 0.3 $317k 5.7k 55.42
 View chart
Invsc S P 500 Momentum Etf Uie (SPMO) 0.3 $309k 3.3k 95.02
 View chart
Exxon Mobil Corporation (XOM) 0.3 $302k 2.8k 107.55
 View chart
Fulton Financial (FULT) 0.3 $301k 16k 19.28
 View chart
Innovator Us Equity Buffer Etf Uie (BJUL) 0.2 $294k 6.6k 44.56
 View chart
Vanguard Consumer Discretionary Etf Uie (VCR) 0.2 $294k 784.00 375.15
 View chart
Global X Fund Glb X Art Intl Tgy Etf Uie (AIQ) 0.2 $276k 7.1k 38.64
 View chart
Argan (AGX) 0.2 $272k 2.0k 137.06
 View chart
Jpmorgn Hedgd Eqty Lad Ovrly Etf Uie (HELO) 0.2 $269k 4.3k 62.04
 View chart
Vanguard Mid Cap Value Etf Uie (VOE) 0.2 $260k 1.6k 161.77
 View chart
Invesco Dorsey Wright Indstrls Etf Uie (PRN) 0.2 $259k 1.7k 153.77
 View chart
Astera Labs (ALAB) 0.2 $250k 1.9k 132.45
 View chart
Ishares Russell 2000 Value Etf Iv Uie (IWN) 0.2 $235k 1.4k 164.13
 View chart
Energy Select Sector Spdr Etf Uie (XLE) 0.2 $217k 2.5k 85.67
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $209k 873.00 239.72
 View chart
Advanced Micro Devices (AMD) 0.2 $199k 1.7k 120.79
 View chart
Comfort Systems USA (FIX) 0.2 $196k 463.00 423.82
 View chart
Visa (V) 0.2 $193k 612.00 316.04
 View chart
Ishares Us Transportation Etf Uie (IYT) 0.2 $191k 2.8k 67.57
 View chart
Recursion Pharmaceuticals (RXRX) 0.2 $190k 28k 6.76
 View chart
Ftai Aviation Ltd F Fgo (FTAI) 0.2 $190k 1.3k 144.04
 View chart
Tractor Supply Company (TSCO) 0.2 $186k 3.5k 53.06
 View chart
Ishares Expanded Tch Stwsctr Etf Iv Uie (IGV) 0.2 $183k 1.8k 100.13
 View chart
Chevron Corporation (CVX) 0.2 $178k 1.2k 144.88
 View chart
Blue Owl Capital (OWL) 0.1 $172k 7.4k 23.26
 View chart
Tradeweb Markets (TW) 0.1 $169k 1.3k 130.92
 View chart
Vanguard Mega Cap Value Etf Uie (MGV) 0.1 $168k 1.3k 124.92
 View chart
Clearw.a.hld. (CWAN) 0.1 $168k 6.1k 27.52
 View chart
Amphenol Corporation (APH) 0.1 $167k 2.4k 69.45
 View chart
Ishares Russell 2000 Etf Uie (IWM) 0.1 $167k 757.00 220.89
 View chart
Louisiana-Pacific Corporation (LPX) 0.1 $162k 1.6k 103.58
 View chart
Texas Roadhouse (TXRH) 0.1 $160k 889.00 180.44
 View chart
Spotify Technology S A F Fgo (SPOT) 0.1 $156k 348.00 447.38
 View chart
Badger Meter (BMI) 0.1 $155k 730.00 212.22
 View chart
Home Depot (HD) 0.1 $154k 395.00 389.34
 View chart
Ishares Msci Usa Min Volfctr Etf Uie (USMV) 0.1 $151k 1.7k 88.77
 View chart
Axon Enterprise (AXON) 0.1 $150k 252.00 594.32
 View chart
Select Str Financial Select Spdr Etf Uie (XLF) 0.1 $146k 3.0k 48.34
 View chart
Credo Technology Group F Fgo (CRDO) 0.1 $146k 2.2k 67.21
 View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM) 0.1 $138k 700.00 197.49
 View chart
Victoryshares Us Small Mid Cap Value Momentum Etf Uie (USVM) 0.1 $132k 1.6k 84.21
 View chart
T Rowe Price Dividend Growth Etf Uie (TDVG) 0.1 $130k 3.3k 39.59
 View chart
Ishares Treasury Floatngrate Bd Etf Uie (TFLO) 0.1 $130k 2.6k 50.47
 View chart
Invsc S P 500 Pure Valueetf Uie (RPV) 0.1 $129k 1.4k 90.21
 View chart
Vanguard Growth Etf Uie (VUG) 0.1 $128k 312.00 410.02
 View chart
Super Micro Computer Inc Com Usd0.001 (SMCI) 0.1 $126k 4.1k 30.48
 View chart
Spdr S&p Midcap 400 Etf Iv Uie (MDY) 0.1 $121k 213.00 568.75
 View chart
Vaneck Semiconductor Etf Uie (SMH) 0.1 $121k 500.00 242.17
 View chart
Ishares Core S&p Small Cap Etf Uie (IJR) 0.1 $111k 967.00 115.19
 View chart
Valero Energy Corporation (VLO) 0.1 $110k 900.00 122.59
 View chart
Ishares Core Us Aggregate Bond Etf Uie (AGG) 0.1 $109k 1.1k 96.90
 View chart
PNC Financial Services (PNC) 0.1 $105k 546.00 192.85
 View chart
Merck & Co (MRK) 0.1 $105k 1.1k 99.46
 View chart
Palo Alto Networks (PANW) 0.1 $101k 556.00 181.96
 View chart
Gabelli Financial Services Oppor Etf Uie (GABF) 0.1 $98k 2.2k 45.46
 View chart
Ishares Russell Top 200 Etf Uie (IWL) 0.1 $95k 659.00 144.66
 View chart
Qualcomm (QCOM) 0.1 $92k 600.00 153.62
 View chart
Ionq Inc Pipe (IONQ) 0.1 $92k 2.2k 41.77
 View chart
Uber Technologies (UBER) 0.1 $90k 1.5k 60.32
 View chart
Ishares Core Msci Totl Intl Stck Etf Uie (IXUS) 0.1 $90k 1.4k 66.12
 View chart
Ishares Msci Usa Momntumfct Etf Uie (MTUM) 0.1 $89k 428.00 207.11
 View chart
Ishares Russell Mid Cap Etf Uie (IWR) 0.1 $88k 990.00 88.40
 View chart
John Hancock Multifctr Mid Cp Etf Uie (JHMM) 0.1 $87k 1.5k 59.72
 View chart
Arm Hldgs Plc Funsponsored Adr 1 Adr Reps 1 Ord Adr (ARM) 0.1 $86k 700.00 123.36
 View chart
Ishares Russell 1000 Growth Etf Uie (IWF) 0.1 $84k 210.00 400.90
 View chart
Select Sector Uti Selectspdr Etf Uie (XLU) 0.1 $83k 1.1k 75.66
 View chart
T Rowe Price Cptl Aprctneqt Etf Uie (TCAF) 0.1 $82k 2.5k 33.28
 View chart
Caterpillar (CAT) 0.1 $79k 218.00 363.58
 View chart
Pepsi (PEP) 0.1 $75k 491.00 152.13
 View chart
Vanguard S&p 500 Value Etf Uie (VOOV) 0.1 $75k 404.00 184.35
 View chart
Avantis International Equity Etf Uie (AVDE) 0.1 $71k 1.2k 61.36
 View chart
Spdr Dow Jones Industrial Avrg Etf @ Uie (DIA) 0.1 $71k 167.00 425.13
 View chart
Waste Connections Inc F FGC (WCN) 0.1 $69k 400.00 171.58
 View chart
Occidental Petroleum Corporation (OXY) 0.1 $68k 1.4k 49.40
 View chart
Communicat Svs Slct Sec Spdr Etf Iv Uie (XLC) 0.1 $65k 668.00 96.88
 View chart
Invsc Sp 500 Equal Weight Tech Etf Uie (RSPT) 0.1 $63k 1.7k 37.41
 View chart
Enb Financial Corp Pa (ENBP) 0.1 $62k 3.6k 17.20
 View chart
Ishares Global Energy Etf Uie (IXC) 0.1 $61k 1.6k 38.19
 View chart
Avantis Us Small Cap Value Etf Uie (AVUV) 0.1 $61k 631.00 96.47
 View chart
Vanguard Russell 2000 Etf Uie (VTWO) 0.1 $60k 676.00 89.36
 View chart
Abbvie (ABBV) 0.0 $59k 333.00 177.55
 View chart
Vanguard Large Cap Etf Uie (VV) 0.0 $57k 212.00 270.29
 View chart
Global X Lithium Batterytech Etf Uie (LIT) 0.0 $57k 1.4k 40.78
 View chart
Schwab Short Term Us Treasury Etf Uie (SCHO) 0.0 $55k 2.3k 24.06
 View chart
Hershey Company (HSY) 0.0 $54k 319.00 169.30
 View chart
Live Nation Entertainment (LYV) 0.0 $53k 409.00 129.50
 View chart
Ishares Core Moderate Allocatin Etf Uie (AOM) 0.0 $51k 1.2k 43.43
 View chart
Vanguard Mid Cap Growth Etf Uie (VOT) 0.0 $51k 200.00 253.75
 View chart
Ishares Us Financial Seretf Uie (IYG) 0.0 $50k 641.00 77.86
 View chart
Ishares Biotechnology Etf Uie (IBB) 0.0 $47k 359.00 132.12
 View chart
Vanguard Short-term Bondetf Uie (BSV) 0.0 $47k 611.00 77.27
 View chart
Vanguard Mega Cap Etf Uie (MGC) 0.0 $45k 211.00 213.07
 View chart
Leadershars Alphfctr Us Cr Eq Etf Uie (LSAF) 0.0 $45k 1.1k 40.52
 View chart
Ishares S&p Mid Cap 400 Grwth Etf Uie (IJK) 0.0 $45k 489.00 90.95
 View chart
Vanguard Value Etf Uie (VTV) 0.0 $44k 257.00 169.39
 View chart
Square Inc cl a (SQ) 0.0 $43k 508.00 84.99
 View chart
Spdr Ssga Us Lg Cp Lw Vlt Inx Etf Uie (LGLV) 0.0 $41k 250.00 164.97
 View chart
Raytheon Technologies Corp (RTX) 0.0 $40k 349.00 115.76
 View chart
Ishares Core Growth Allocation Etf Uie (AOR) 0.0 $39k 676.00 57.28
 View chart
Spdr Portfolio S&p 500 Etf Uie (SPLG) 0.0 $39k 559.00 68.94
 View chart
Vanguard Dividend Appreciation Etf Uie (VIG) 0.0 $38k 196.00 195.47
 View chart
Orrstown Financial Services (ORRF) 0.0 $38k 1.0k 36.62
 View chart
Columbia Research Enhanced Cr Etf Uie (RECS) 0.0 $37k 1.1k 34.61
 View chart
First Trust Long Short Equity Etf Uie (FTLS) 0.0 $36k 547.00 65.76
 View chart
Ishares S&p Mid Cap 400 Value Etf Uie (IJJ) 0.0 $36k 286.00 125.00
 View chart
Timothy Plan Us Larg Md Cp Cr Etf Uie (TPLC) 0.0 $35k 814.00 42.80
 View chart
Blackstone Group Inc Com Cl A (BX) 0.0 $35k 200.00 172.42
 View chart
Bristol Myers Squibb (BMY) 0.0 $34k 608.00 56.60
 View chart
Micron Technology (MU) 0.0 $34k 400.00 84.16
 View chart
Wisdomtree Us Largecap Dividend Etf Uie (DLN) 0.0 $34k 432.00 77.76
 View chart
Ishares Us Medical Devices Etf Uie (IHI) 0.0 $33k 566.00 58.37
 View chart
Snap Inc cl a (SNAP) 0.0 $32k 3.0k 10.77
 View chart
Ishares Msci Acwi Ex Us Etf Uie (ACWX) 0.0 $30k 581.00 52.16
 View chart
Ishares Core Msci Eafe Etf Uie (IEFA) 0.0 $30k 427.00 70.28
 View chart
Western Digital (WDC) 0.0 $30k 500.00 59.63
 View chart
First Tr Lrg Cp Grw Alphadex Etf Uie (FTC) 0.0 $29k 209.00 138.25
 View chart
T Rowe Price Growth Etf Uie (TGRT) 0.0 $28k 731.00 37.85
 View chart
Vistra Energy (VST) 0.0 $28k 200.00 137.87
 View chart
Invsc S P Midcap Low Volatility Etf Uie (XMLV) 0.0 $28k 453.00 60.81
 View chart
McDonald's Corporation (MCD) 0.0 $27k 94.00 290.89
 View chart
Invesco Ii Insco Dry Wrht Smlcp Etf Uie (DWAS) 0.0 $27k 296.00 91.35
 View chart
Pan Amern Silver Corp F FGC (PAAS) 0.0 $27k 1.3k 20.22
 View chart
Vanguard Financials Etf Uie (VFH) 0.0 $26k 218.00 117.94
 View chart
Ishares Global Timber Forestry Etf Uie (WOOD) 0.0 $25k 323.00 76.28
 View chart
Ishares Ai Invatn And Tec Act Etf Uie 0.0 $25k 906.00 27.08
 View chart
Wisdomtree Art Intll Andinnvt Etf Uie (WTAI) 0.0 $24k 1.1k 21.99
 View chart
Ishares Us Regional Banks Etf Uie (IAT) 0.0 $24k 467.00 50.39
 View chart
Newmont Mining Corporation (NEM) 0.0 $24k 632.00 37.22
 View chart
Norfolk Southern (NSC) 0.0 $24k 100.00 234.70
 View chart
Leadershrs Alphafctr Tact Focus Etf Uie (LSAT) 0.0 $23k 574.00 40.20
 View chart
Jpmorgan Short Duration Core Plu Etf Uie (JSCP) 0.0 $23k 488.00 46.61
 View chart
Vanguard Total International Stk Etf Uie (VXUS) 0.0 $23k 383.00 58.93
 View chart
Energy Transfer MLP (ET) 0.0 $22k 1.1k 19.59
 View chart
T Rowe Price Growth Stock Etf Uie (TGRW) 0.0 $22k 550.00 39.80
 View chart
Johnson & Johnson (JNJ) 0.0 $22k 150.00 144.49
 View chart
Allegiant Travel Company (ALGT) 0.0 $21k 228.00 94.05
 View chart
Advisorshares Focused Equity Etf Uie (CWS) 0.0 $21k 330.00 64.69
 View chart
Global X Us Infra Dvlpmnt Etf Uie (PAVE) 0.0 $20k 482.00 40.41
 View chart
First Tr Nasdaq Tech Dividx Etf Uie (TDIV) 0.0 $19k 245.00 78.46
 View chart
Lynas Rare Earths Ordf Ufo (LYSCF) 0.0 $18k 4.5k 3.98
 View chart
Avantis Emerging Marketseq Etf Uie (AVEM) 0.0 $18k 300.00 58.78
 View chart
Ford Motor Company (F) 0.0 $17k 1.7k 9.90
 View chart
Bitwise Crypto Industry Innovat Etf Uie (BITQ) 0.0 $17k 1.0k 16.89
 View chart
Caesars Entertainment (CZR) 0.0 $17k 500.00 33.42
 View chart
Vanguard Ftse Developed Markets Etf Uie (VEA) 0.0 $16k 342.00 47.82
 View chart
Select Sector Health Care Spdr Etf Uie (XLV) 0.0 $16k 119.00 137.40
 View chart
Wal-Mart Stores (WMT) 0.0 $16k 180.00 90.35
 View chart
Pfizer (PFE) 0.0 $16k 599.00 26.51
 View chart
UnitedHealth (UNH) 0.0 $16k 31.00 505.87
 View chart
Sofi Technologies (SOFI) 0.0 $15k 1.0k 15.40
 View chart
Travelers Companies (TRV) 0.0 $15k 63.00 241.56
 View chart
GSI Technology (GSIT) 0.0 $15k 5.0k 3.03
 View chart
Schwab Us Large Cap Value Etf Uie (SCHV) 0.0 $15k 576.00 26.07
 View chart
Linde Plc F Fgo (LIN) 0.0 $14k 34.00 418.68
 View chart
Pacer Us Small Cap Cash Cows 100 Etf Uie (CALF) 0.0 $14k 322.00 43.98
 View chart
Vanguard Russell 1000 Etf Uie (VONE) 0.0 $14k 51.00 266.73
 View chart
Spdr S&p Health Care Equipment Etf Uie (XHE) 0.0 $13k 150.00 88.57
 View chart
Ishares Iboxx Invt Gradebond Etf Iv Uie (LQD) 0.0 $13k 122.00 106.84
 View chart
Dimensional U S Small Cap Etf Uie (DFAS) 0.0 $13k 195.00 65.08
 View chart
Carnival Corp F Fgo (CCL) 0.0 $13k 500.00 24.92
 View chart
Vanguard Small Cap Valueetf Uie (VBR) 0.0 $12k 62.00 199.74
 View chart
Prologis Inc Reit Ret (PLD) 0.0 $12k 116.00 105.70
 View chart
Riot Blockchain (RIOT) 0.0 $12k 1.2k 10.21
 View chart
Hanesbrands (HBI) 0.0 $12k 1.5k 8.14
 View chart
Jpmorgan Ultra Short Income Etf Uie (JPST) 0.0 $12k 236.00 50.45
 View chart
Spdr Gold Shares Etf Uie (GLD) 0.0 $12k 48.00 242.12
 View chart
Vanguard Russell 1000 Growth Etf Uie (VONG) 0.0 $12k 112.00 103.30
 View chart
Vanguard Russell 2000 Value Etf Uie (VTWV) 0.0 $12k 80.00 144.61
 View chart
Ishares Russell 1000 Value Etf Iv Uie (IWD) 0.0 $11k 61.00 185.13
 View chart
Duke Energy (DUK) 0.0 $11k 104.00 107.74
 View chart
Ishr Etf Gsci Cmd Dyn Str Etf Uie (COMT) 0.0 $11k 432.00 25.34
 View chart
Origin Materials (ORGN) 0.0 $11k 8.5k 1.28
 View chart
Parker-Hannifin Corporation (PH) 0.0 $11k 17.00 636.06
 View chart
Vanguard Internatnl Hgh Div Yld Etf Uie (VYMI) 0.0 $10k 151.00 67.88
 View chart
Walt Disney Company (DIS) 0.0 $10k 90.00 111.71
 View chart
Nasdaq Omx (NDAQ) 0.0 $10k 129.00 77.52
 View chart
Ishares Total Usd Bond Market Etf Uie (IUSB) 0.0 $9.8k 216.00 45.20
 View chart
Celestica Inc Fclass Equity FGC (CLS) 0.0 $9.6k 104.00 92.30
 View chart
Grayscale Bitcoin Trust Etf Uie (GBTC) 0.0 $9.5k 129.00 74.02
 View chart
Spdr Fund Consumer Staples Etf Uie (XLP) 0.0 $9.4k 120.00 78.51
 View chart
Ishares Core S&p Mid Capetf Uie (IJH) 0.0 $9.3k 150.00 62.31
 View chart
Jpmorgan U S Tech Leaders Etf Iv Uie (JTEK) 0.0 $9.2k 121.00 75.67
 View chart
Coca-Cola Company (KO) 0.0 $9.2k 147.00 62.27
 View chart
Lam Research (LRCX) 0.0 $8.7k 120.00 72.23
 View chart
Spdr Fund Consumer Discre Select Etf Uie (XLY) 0.0 $8.5k 38.00 224.34
 View chart
General Dynamics Corporation (GD) 0.0 $8.4k 32.00 263.50
 View chart
Ishares Global Financials Etf Uie (IXG) 0.0 $8.1k 84.00 96.06
 View chart
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal Uie (RSPF) 0.0 $7.8k 108.00 72.37
 View chart
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST) 0.0 $7.7k 153.00 50.58
 View chart
Texas Instruments Incorporated (TXN) 0.0 $7.7k 41.00 187.51
 View chart
Carrier Global Corporation (CARR) 0.0 $7.5k 110.00 68.26
 View chart
Intel Corporation (INTC) 0.0 $7.4k 369.00 20.03
 View chart
Spdr Port Mrtgg Bckd Bndetf Uie (SPMB) 0.0 $7.3k 341.00 21.55
 View chart
Applied Materials (AMAT) 0.0 $7.3k 45.00 162.62
 View chart
Ishares Core Msci Emerging Etf Uie (IEMG) 0.0 $7.3k 140.00 52.22
 View chart
Northrop Grumman Corporation (NOC) 0.0 $7.0k 15.00 469.27
 View chart
Ishares Select Dividend Etf Uie (DVY) 0.0 $7.0k 53.00 131.28
 View chart
Cigna Corp (CI) 0.0 $6.6k 24.00 276.12
 View chart
Ishares S&p 100 Etf Uie (OEF) 0.0 $6.4k 22.00 292.05
 View chart
Vanguard Industrials Etf Uie (VIS) 0.0 $6.1k 24.00 254.38
 View chart
American Airls (AAL) 0.0 $6.0k 344.00 17.43
 View chart
Jpmorgan Active Value Etf Uie (JAVA) 0.0 $6.0k 94.00 63.49
 View chart
Bank of America Corporation (BAC) 0.0 $5.9k 135.00 43.95
 View chart
Ishares Russell 2000 Growth Etf Uie (IWO) 0.0 $5.8k 20.00 287.80
 View chart
Strive U S Energy Etf Uie (DRLL) 0.0 $5.4k 197.00 27.29
 View chart
Mobix Labs (MOBX) 0.0 $5.3k 3.1k 1.70
 View chart
Hldgs (UAL) 0.0 $5.2k 54.00 97.09
 View chart
Otis Worldwide Corp (OTIS) 0.0 $5.1k 55.00 92.62
 View chart
Harmony Gold Mng Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (HMY) 0.0 $5.1k 619.00 8.21
 View chart
Ishares Silver Trust Etf Iv Uie (SLV) 0.0 $5.0k 190.00 26.33
 View chart
Omni (OMC) 0.0 $5.0k 58.00 85.47
 View chart
First Trust Value Dividend Index Etf Uie (FVD) 0.0 $4.9k 113.00 43.64
 View chart
International Business Machines (IBM) 0.0 $4.7k 21.00 222.76
 View chart
Janus Hndrsn Sml Mid Cp Gro Alph Etf Uie (JSMD) 0.0 $4.5k 60.00 75.62
 View chart
Cohen & Steers (CNS) 0.0 $4.5k 49.00 92.35
 View chart
Sonos (SONO) 0.0 $4.5k 300.00 15.04
 View chart
S&T Ban (STBA) 0.0 $4.5k 118.00 38.22
 View chart
Invsc Sp 500 Eql Wght Hlth Care Etf Uie (RSPH) 0.0 $4.5k 154.00 29.27
 View chart
Electronic Arts (EA) 0.0 $4.5k 31.00 145.00
 View chart
Select Sector Industrialspdr Etf Uie (XLI) 0.0 $4.5k 34.00 131.03
 View chart
Vanguard Ftse Emerging Mark Etf Iv Uie (VWO) 0.0 $4.4k 99.00 44.04
 View chart
Ishares China Large Cap Etf Uie (FXI) 0.0 $4.3k 140.00 30.47
 View chart
CVS Caremark Corporation (CVS) 0.0 $4.1k 91.00 44.89
 View chart
Spdr Index Shares Emerg Markt Etf Uie (SPEM) 0.0 $4.1k 106.00 38.37
 View chart
Global Payments (GPN) 0.0 $4.0k 36.00 112.06
 View chart
First Trust North American Energ Etf Uie (EMLP) 0.0 $3.8k 106.00 35.65
 View chart
Southwest Airlines (LUV) 0.0 $3.7k 111.00 33.48
 View chart
Aquestive Therapeutics (AQST) 0.0 $3.6k 1.0k 3.56
 View chart
F.N.B. Corporation (FNB) 0.0 $3.5k 237.00 14.78
 View chart
Sanofi Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (SNY) 0.0 $3.4k 70.00 48.23
 View chart
First Trust Cloud Computing Etf Uie (SKYY) 0.0 $3.3k 28.00 119.11
 View chart
Ishares Msci Eafe Etf Uie (EFA) 0.0 $3.3k 44.00 74.89
 View chart
First Trust Internet Index Cf Etf Uie (FDN) 0.0 $2.9k 12.00 243.17
 View chart
Schwab Us Broad Market Etf Uie (SCHB) 0.0 $2.9k 128.00 22.74
 View chart
Jpmorgan Chas 5.75 Pfdpfd Ser Dd Pre (JPM.PD) 0.0 $2.9k 115.00 25.17
 View chart
The Hartford Fin 6 Pfdpfd Ser G Pre (HIG.PG) 0.0 $2.9k 115.00 24.97
 View chart
Vanguard Intermediate Term Bond Etf Uie (BIV) 0.0 $2.8k 37.00 74.73
 View chart
Metlife Inc 5.625 Pfdpfd Ser E Pre (MET.PE) 0.0 $2.7k 114.00 23.54
 View chart
General Electric (GE) 0.0 $2.7k 16.00 166.81
 View chart
Ishares Msci Emerging Markets Etf Uie (EEM) 0.0 $2.5k 61.00 41.64
 View chart
Mp Materials Corp (MP) 0.0 $2.3k 150.00 15.60
 View chart
Dollar Tree (DLTR) 0.0 $2.3k 31.00 74.94
 View chart
Ryman Hospitality Pptys Reit Ret (RHP) 0.0 $2.1k 20.00 104.35
 View chart
Lennar Corporation (LEN) 0.0 $2.0k 15.00 136.40
 View chart
T Rowe Price Value Etf Uie (TVAL) 0.0 $1.9k 62.00 30.68
 View chart
Medtronic Plc F Fgo (MDT) 0.0 $1.8k 23.00 79.87
 View chart
Essential Utils (WTRG) 0.0 $1.8k 50.00 36.32
 View chart
Invsc Sp 500 Equal Weight Matrl Etf Uie (RSPM) 0.0 $1.8k 55.00 32.56
 View chart
Innovator Us Equity Buffer Etf Uie (BAPR) 0.0 $1.7k 39.00 44.31
 View chart
Te Connectivity Plc F Fgo (TEL) 0.0 $1.6k 11.00 143.00
 View chart
Agnico Eagle Mines Ltd F FGC (AEM) 0.0 $1.5k 19.00 78.21
 View chart
Organon & Co (OGN) 0.0 $1.5k 98.00 14.92
 View chart
Altria (MO) 0.0 $1.4k 27.00 52.22
 View chart
Zimvie (ZIMV) 0.0 $1.4k 100.00 13.95
 View chart
First Trst Enhncd Shrt Mrty Etf Iv Uie (FTSM) 0.0 $1.4k 23.00 59.78
 View chart
Ge Vernova (GEV) 0.0 $1.3k 4.00 329.00
 View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL) 0.0 $1.3k 23.00 56.70
 View chart
Metropcs Communications (TMUS) 0.0 $1.1k 5.00 220.80
 View chart
Grayscale Bitcoin Mini Trust Etf Uie 0.0 $1.0k 25.00 41.88
 View chart
Ishares Msci Brazil Small Cap Etf Uie (EWZS) 0.0 $1.0k 110.00 9.25
 View chart
Vanguard Materials Etf Uie (VAW) 0.0 $939.000000 5.00 187.80
 View chart
First Trust Int Dur Prf Cem (FPF) 0.0 $828.000000 46.00 18.00
 View chart
Cronos Group Inc F FGC (CRON) 0.0 $799.999200 396.00 2.02
 View chart
Johnson Controls Inter F Fgo (JCI) 0.0 $789.000000 10.00 78.90
 View chart
Ishares 20 Pls Year Treasury Bnd Etf Uie (TLT) 0.0 $699.000000 8.00 87.38
 View chart
Altc Acquisition Corp (OKLO) 0.0 $636.999000 30.00 21.23
 View chart
Lucid Group (LCID) 0.0 $468.007000 155.00 3.02
 View chart
Sirius XM Holdings (SIRI) 0.0 $456.000000 20.00 22.80
 View chart
Ge Healthcare Technologies I (GEHC) 0.0 $391.000000 5.00 78.20
 View chart
Masimo Corporation (MASI) 0.0 $331.000000 2.00 165.50
 View chart
American Express Company (AXP) 0.0 $297.000000 1.00 297.00
 View chart
Transocean Ltd F Fgo (RIG) 0.0 $214.000800 57.00 3.75
 View chart
Wrap Technologies (WRAP) 0.0 $212.000000 100.00 2.12
 View chart
Pentair Plc F Fgo (PNR) 0.0 $201.000000 2.00 100.50
 View chart
Fairlead Tactical Sectoretf Uie (TACK) 0.0 $190.999900 7.00 27.29
 View chart
Wabtec Corporation (WAB) 0.0 $190.000000 1.00 190.00
 View chart
Nvent Elec Plc F Fgo (NVT) 0.0 $136.000000 2.00 68.00
 View chart
Ishares Global Clean Energy Etf Iv Uie (ICLN) 0.0 $135.000000 12.00 11.25
 View chart
Kyndryl Holdings Ord Wi (KD) 0.0 $104.000100 3.00 34.67
 View chart
Canopy Growth Corp F FGC (CGC) 0.0 $96.001500 35.00 2.74
 View chart
Amc Entertainment (AMC) 0.0 $84.000000 21.00 4.00
 View chart
Nio Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (NIO) 0.0 $64.999500 15.00 4.33
 View chart
Pure Storage Inc - Class A (PSTG) 0.0 $61.000000 1.00 61.00
 View chart
Ammpower Corp F FGC (AMMPF) 0.0 $46.950000 1.5k 0.03
 View chart
Warner Bros. Discovery (WBD) 0.0 $32.000100 3.00 10.67
 View chart
First Republic Bank/san F (FRCB) 0.0 $4.960000 1.6k 0.00
 View chart
Faraday Future Intlgt Elec I (FFIE) 0.0 $2.000000 1.00 2.00
 View chart
Mullen Automotive (MULN) 0.0 $1.000000 1.00 1.00
 View chart
Schwab International Equity Etf Uie (SCHF) 0.0 $0 0 0.00
 View chart
John Hancock Mltifactr Lrg Cp Etf Uie (JHML) 0.0 $0 0 0.00
 View chart
John Hancock Mltifctrxxxpossible Future Distribueff: 04/26/24 Res 0.0 $0 206.00 0.00
 View chart
Sentry Pete 0.0 $0 25.00 0.00
 View chart

Past Filings by Comprehensive Financial Planning

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