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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, NVDA, MSFT, XLG, and represent 23.62% of Comprehensive Financial Planning's stock portfolio.
Added to shares of these 10 stocks: NVDA, MU, BBP, JIVE, XLK, GDX, IGM, IYW, NOW, GLW.
Started 87 new stock positions in TER, KKR, D, MRVL, SOLS, AEP, CEG, COF, PEG, HOOD.
Reduced shares in these 10 stocks: META, FFTY, URA, CRDO, GLTR, TFPM, SE, ANET, , MLPA.
Sold out of its positions in GLTR, ALGT, CWST, Bitwise Crypto Industry Innovators Etf, GABF, MLPA, URA, GFI, HBI, JMST. MOBX, PSIX, SNY, SE, TFPM, Unilever, USVM, WFC, CRDO.
Comprehensive Financial Planning was a net buyer of stock by $5.1M.
Comprehensive Financial Planning has $151M in assets under management (AUM), dropping by 3.63%.
Central Index Key (CIK): 0002044855

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Portfolio Holdings for Comprehensive Financial Planning

Comprehensive Financial Planning holds 415 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Henderson Aaa Clo Etf Uie (JAAA)	5.7	$8.6M		170k	50.58	View chart
Apple (AAPL)	5.4	$8.1M	+2%	30k	271.87	View chart
NVIDIA Corporation (NVDA)	5.1	$7.7M	+11%	41k	186.50	View chart
Microsoft Corporation (MSFT)	3.7	$5.6M	+4%	12k	483.63	View chart
Invsc S P 500 Top 50 Etf Uie (XLG)	3.7	$5.6M	+2%	95k	59.28	View chart
Vanguard S&p 500 Etf Uie (VOO)	3.7	$5.5M		8.8k	627.15	View chart
Facebook Inc cl a (META)	3.3	$5.0M	-23%	7.6k	660.10	View chart
Ishares Core S&p 500 Etf Uie (IVV)	2.9	$4.3M	+5%	6.3k	684.98	View chart
Jpmorgan Active Growth Etf Uie (JGRO)	2.2	$3.3M	+2%	36k	92.80	View chart
Amazon (AMZN)	2.1	$3.2M	+2%	14k	230.82	View chart
T Rowe Price Blue Chip Growth Etf Uie (TCHP)	1.9	$2.9M	+6%	59k	49.86	View chart
Spdr S&p 500 Etf Uie (SPY)	1.7	$2.6M		3.9k	681.99	View chart
Ishares S&p 500 Growth Etf Uie (IVW)	1.7	$2.6M	+5%	21k	123.27	View chart
Listed Fnds Rondhl Mgnfcnt Etf Uie (MAGS)	1.7	$2.5M	+5%	39k	65.96	View chart
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)	1.6	$2.5M	+2%	28k	89.43	View chart
Schwab Us Large Cap Growth Etf Uie (SCHG)	1.6	$2.5M	+2%	76k	32.62	View chart
Palantir Technologies (PLTR)	1.6	$2.4M	+15%	14k	177.75	View chart
Jpmorgan International Value Etf Uie (JIVE)	1.4	$2.2M	+25%	27k	80.28	View chart
Invsc Qqq Trust Srs 1 Etf Uie (QQQ)	1.4	$2.1M		3.5k	614.47	View chart
Berkshire Hathaway (BRK.B)	1.4	$2.1M		4.2k	502.65	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	1.4	$2.1M		4.4k	468.76	View chart
Costco Wholesale Corporation (COST)	1.3	$2.0M	+3%	2.3k	862.51	View chart
Ishares Semiconductor Etf Uie (SOXX)	1.3	$2.0M	+2%	6.5k	301.18	View chart
Invesco Nasdaq 100 Etf Uie (QQQM)	1.3	$1.9M	+2%	7.5k	252.94	View chart
Innovator Defined Wealthshield Etf Uie (BALT)	1.2	$1.9M	-6%	56k	33.51	View chart
Ishares Expanded Tech Sector Etf Uie (IGM)	1.2	$1.9M	+27%	15k	129.16	View chart
Victoryshares Free Cash Flow Etf Uie (VFLO)	1.2	$1.8M		45k	39.38	View chart
T Rowe Price U S Equity Research Etf Uie (TSPA)	1.1	$1.7M	+2%	41k	42.78	View chart
Schwab Us Dividend Equity Etf Uie (SCHD)	1.1	$1.6M	-7%	58k	27.43	View chart
Tesla Motors (TSLA)	0.9	$1.4M		3.2k	449.72	View chart
Invesco S & P Midcap Momentum Etf Uie (XMMO)	0.9	$1.3M		9.7k	138.47	View chart
Ishares Us Technology Etf Uie (IYW)	0.8	$1.2M	+46%	6.1k	199.69	View chart
Jpmorgan Core Plus Bond Etf Uie (JCPB)	0.8	$1.2M	+2%	24k	47.35	View chart
Ft Vest Rising Div Income Etf Uie (RDVI)	0.8	$1.1M		43k	26.24	View chart
Vaneck Semiconductor Etf Uie (SMH)	0.7	$1.1M	+15%	3.1k	360.13	View chart
Pacer Swan Sos Fund Of Funds Etf Uie (PSFF)	0.7	$1.1M		34k	32.33	View chart
Waste Management (WM)	0.7	$1.1M		4.9k	219.75	View chart
First Trust Us Equity Oprtnt Etf Uie (FPX)	0.7	$1.1M	-3%	6.6k	163.61	View chart
Vanguard Information Technology Etf Uie (VGT)	0.7	$1.1M		1.4k	754.11	View chart
Innovator Ibd 50 Etf Uie (FFTY)	0.7	$1.0M	-37%	30k	34.81	View chart
Avantis U S Large Cap Value Etf Uie (AVLV)	0.7	$1.0M		13k	75.78	View chart
Micron Technology (MU)	0.6	$971k	+135%	3.4k	285.48	View chart
T Rowe Price Cptl Aprctneqt Etf Uie (TCAF)	0.6	$938k	+5%	25k	38.22	View chart
J P Morgan Nasdaq Eqt Prm Inc Etf Uie (JEPQ)	0.6	$915k	-10%	16k	58.12	View chart
Vanguard Mid Cap Etf Uie (VO)	0.6	$895k		3.1k	290.31	View chart
State Stret Tec Select Sec Spdr Etf Uie (XLK)	0.6	$867k	+104%	6.0k	143.98	View chart
Ishares Silver Trust Etf Uie (SLV)	0.6	$854k	+4%	13k	64.42	View chart
Invsc S P 500 Equal Weight Etf Uie (RSP)	0.5	$820k		4.3k	191.57	View chart
Alphabet Inc Class A cs (GOOGL)	0.5	$806k	+2%	2.6k	313.04	View chart
Janus Henderson Secrtz Inc Etf Uie (JSI)	0.5	$797k	-2%	15k	52.06	View chart
Broadcom (AVGO)	0.5	$735k	+23%	2.1k	346.18	View chart
Ste Strt Fincl Slct Sector Spdr Etf Uie (XLF)	0.5	$713k		13k	54.77	View chart
St Srt Spdr S&p 1500 Valtlt Etf Iv Uie (VLU)	0.5	$698k		3.3k	210.68	View chart
Ishares Core Dividend Growth Etf Uie (DGRO)	0.4	$680k		9.8k	69.43	View chart
Vanguard Mega Cap Value Etf Uie (MGV)	0.4	$639k		4.5k	141.17	View chart
JPMorgan Chase & Co. (JPM)	0.4	$636k	+6%	2.0k	322.30	View chart
T Rowe Price Growth Stock Etf Uie (TGRW)	0.4	$609k		13k	46.01	View chart
Defiance Quantum Etf Uie (QTUM)	0.4	$592k	+10%	5.4k	109.66	View chart
Republic Services (RSG)	0.4	$570k		2.7k	211.97	View chart
Virtus Lifesci Biotech Products Etf Uie (BBP)	0.4	$557k	NEW	7.0k	79.91	View chart
Ishares Total Us Stock Market Etf Uie (ITOT)	0.4	$556k		3.7k	148.73	View chart
Victoryshares Fre Csh Flw Grw Etf Uie (GFLW)	0.3	$515k	+7%	18k	28.16	View chart
Invsc S P 500 Momentum Etf Uie (SPMO)	0.3	$514k	-3%	4.3k	119.33	View chart
Jpmorgan Equity Premium Income Etf Uie (JEPI)	0.3	$510k	+2%	8.9k	57.24	View chart
Ishs Us Tech Indepdnce Focusd Etf Uie (IETC)	0.3	$504k		5.0k	101.60	View chart
Vistra Energy (VST)	0.3	$497k		3.1k	161.37	View chart
Victoryshares Us Eq Income Enh Vol Wtd Idx Etf Uie (CDC)	0.3	$491k		7.5k	65.90	View chart
Servicenow (NOW)	0.3	$488k	+365%	3.2k	153.19	View chart
Vanguard High Dividend Yield Etf Uie (VYM)	0.3	$488k	+8%	3.4k	143.53	View chart
Raytheon Technologies Corp (RTX)	0.3	$486k		2.7k	183.46	View chart
Janus Henderson Shrt Drtn Inm Etf Uie (VNLA)	0.3	$486k		9.9k	49.14	View chart
State Strt Utltes Slet Sctr Spdr Etf Uie (XLU)	0.3	$484k	+94%	11k	42.69	View chart
Vanguard Total Stock Market Etf Uie (VTI)	0.3	$483k	+20%	1.4k	335.28	View chart
Ishares Russell Top 200 Growth Etf Uie (IWY)	0.3	$461k		1.7k	276.98	View chart
First Trust Smid Cap Rising Divi Etf Uie (SDVY)	0.3	$458k	+7%	12k	38.32	View chart
Vanguard Mega Cap Growthetf Uie (MGK)	0.3	$434k		1.1k	413.11	View chart
Celestica Inc Equity Fclass Equity FGC (CLS)	0.3	$432k	+41%	1.5k	295.61	View chart
Global X Fund Glb X Art Intl Tgy Etf Uie (AIQ)	0.3	$410k	+6%	8.1k	50.86	View chart
Vaneck Gold Miners Etf Uie (GDX)	0.3	$410k	NEW	4.8k	85.77	View chart
Vanguard Health Care Etf Uie (VHT)	0.3	$408k		1.4k	288.03	View chart
Invesco S & P Midcap Value With Momentum Etf Uie (XMVM)	0.2	$376k		5.9k	64.17	View chart
Corning Incorporated (GLW)	0.2	$373k	NEW	1.8k	202.40	View chart
Argan (AGX)	0.2	$361k	+11%	1.2k	313.48	View chart
Ies Hldgs (IESC)	0.2	$361k	+11%	929.00	389.02	View chart
Fulton Financial (FULT)	0.2	$349k	+2%	18k	19.33	View chart
Exxon Mobil Corporation (XOM)	0.2	$334k		2.8k	120.38	View chart
Robinhood Mkts (HOOD)	0.2	$326k	NEW	2.9k	113.10	View chart
Jpmorgn Hedgd Eqty Lad Ovrly Etf Uie (HELO)	0.2	$320k	-32%	4.8k	66.44	View chart
Alphabet Inc Class C cs (GOOG)	0.2	$312k		994.00	314.11	View chart
Amphenol Corporation (APH)	0.2	$311k	+11%	2.3k	135.14	View chart
Vanguard Mid Cap Value Etf Uie (VOE)	0.2	$290k		1.6k	177.38	View chart
Comfort Systems USA (FIX)	0.2	$285k	+9%	305.00	933.29	View chart
Astera Labs (ALAB)	0.2	$281k		1.7k	166.36	View chart
Invsc Wilderhill Clean Energy Etf Uie (PBW)	0.2	$275k	NEW	9.0k	30.54	View chart
Federated Hme Mdt Lar Val Etf Nav Cf Uie (FLCV)	0.2	$259k	+35%	8.3k	31.11	View chart
Amentum Holdings (AMTM)	0.2	$256k	NEW	8.8k	29.00	View chart
Visa (V)	0.2	$250k	+16%	712.00	350.71	View chart
NRG Energy (NRG)	0.2	$231k	+32%	1.5k	159.29	View chart
Advanced Micro Devices (AMD)	0.2	$231k	+36%	1.1k	214.16	View chart
Jpmorgan Private Markets Fund Class I Cem	0.1	$205k	+94%	12k	17.49	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)	0.1	$201k	+17%	661.00	303.89	View chart
Ishares Expanded Tech Stw Sctr Etf Uie (IGV)	0.1	$198k		1.9k	105.70	View chart
PNC Financial Services (PNC)	0.1	$196k	+72%	941.00	208.73	View chart
Chevron Corporation (CVX)	0.1	$193k		1.3k	152.52	View chart
T Rowe Price Dividend Growth Etf Uie (TDVG)	0.1	$191k		4.3k	44.98	View chart
State Stret Enrgy Slect Sec Spdr Etf Uie (XLE)	0.1	$178k	+101%	4.0k	44.72	View chart
Palo Alto Networks (PANW)	0.1	$158k		856.00	184.20	View chart
Vanguard Growth Etf Uie (VUG)	0.1	$153k		313.00	488.04	View chart
Invsc S P 500 Pure Valueetf Uie (RPV)	0.1	$151k		1.5k	103.36	View chart
Uber Technologies (UBER)	0.1	$142k		1.7k	81.71	View chart
Waste Connections Inc F FGC (WCN)	0.1	$140k		800.00	175.36	View chart
Western Digital (WDC)	0.1	$138k		801.00	172.34	View chart
Home Depot (HD)	0.1	$137k		397.00	344.73	View chart
Jpmorgan Private Markets Fund Class D Cem	0.1	$129k	+24%	9.9k	12.99	View chart
Spdr S&p Midcap 400 Etf Uie (MDY)	0.1	$127k		210.00	605.50	View chart
Abbvie (ABBV)	0.1	$125k		546.00	228.80	View chart
Ishares Msci Usa Qualitygarp Etf Uie (GARP)	0.1	$124k	NEW	1.8k	68.10	View chart
Invesco S & P Smlcp Momentm Etf Uie (XSMO)	0.1	$121k	+151%	1.7k	72.01	View chart
Ishares Core Msci Totl Intl Stck Etf Uie (IXUS)	0.1	$119k		1.4k	84.66	View chart
Ishares Russell Top 200 Etf Uie (IWL)	0.1	$117k		683.00	170.75	View chart
Ishares Core Us Aggregate Bond Etf Uie (AGG)	0.1	$115k	+59%	1.2k	99.88	View chart
Live Nation Entertainment (LYV)	0.1	$112k		788.00	142.50	View chart
Ste Strt Comtn Sr Slct Sctr Spdr Etf Uie (XLC)	0.1	$111k	+39%	938.00	117.76	View chart
Vanguard Consumer Discretionary Etf Uie (VCR)	0.1	$110k		279.00	394.81	View chart
Merck & Co (MRK)	0.1	$110k		1.0k	105.34	View chart
Ishs Us Smalla Cap Eqty Fact Etf Uie (SMLF)	0.1	$109k		1.5k	74.88	View chart
Ishares Msci Usa Momntumfct Etf Uie (MTUM)	0.1	$108k		432.00	250.60	View chart
Coca-Cola Company (KO)	0.1	$108k	+945%	1.5k	69.93	View chart
Qualcomm (QCOM)	0.1	$103k		600.00	171.05	View chart
Avantis International Equity Etf Uie (AVDE)	0.1	$102k	+2%	1.2k	82.33	View chart
John Hancock Multifctr Mid Cp Etf Uie (JHMM)	0.1	$97k		1.5k	65.51	View chart
Ishares Russell Mid Cap Etf Uie (IWR)	0.1	$96k		996.00	96.28	View chart
Super Micro Computer Inc Com Usd0.001 (SMCI)	0.1	$89k		3.0k	29.27	View chart
General Electric (GE)	0.1	$86k	+1637%	278.00	308.03	View chart
Enb Financial Corp Pa (ENBP)	0.1	$84k	-22%	3.6k	23.50	View chart
Vanguard S&p 500 Value Etf Uie (VOOV)	0.1	$84k		409.00	205.12	View chart
Tractor Supply Company (TSCO)	0.1	$83k		1.7k	50.01	View chart
Ishares Treasury Floating Rate B Etf Uie (TFLO)	0.1	$81k	-13%	1.6k	50.47	View chart
Innovator Us Equity Power Buffer Etf Uie (PJUL)	0.1	$79k	-34%	1.7k	46.43	View chart
Schwab Short Term Us Treasury Etf Uie (SCHO)	0.1	$78k	-2%	3.2k	24.37	View chart
Arm Hldgs Plc Equity A Funsponsored Adr 1 Adr Reps 1 Ord Adr (ARM)	0.1	$77k		700.00	109.31	View chart
Pepsi (PEP)	0.0	$75k	+3%	521.00	143.72	View chart
Valero Energy Corporation (VLO)	0.0	$73k		450.00	162.79	View chart
Ishares Biotechnology Etf Uie (IBB)	0.0	$71k		418.00	169.17	View chart
Pan Amern Silver Corp F FGC (PAAS)	0.0	$69k		1.3k	51.81	View chart
Ishares Global Energy Etf Uie (IXC)	0.0	$69k		1.6k	41.95	View chart
Vanguard Russell 2000 Etf Uie (VTWO)	0.0	$68k		685.00	99.56	View chart
Ishares Russell 1000 Growth Etf Uie (IWF)	0.0	$68k		144.00	473.50	View chart
Vanguard Large Cap Etf Uie (VV)	0.0	$68k		214.00	315.65	View chart
Vanguard Small Cap Etf Uie (VB)	0.0	$64k		248.00	258.29	View chart
Newmont Mining Corporation (NEM)	0.0	$64k		637.00	99.93	View chart
Invsc Sp 500 Equal Weight Tech Etf Uie (RSPT)	0.0	$62k		1.4k	45.54	View chart
Pacer Us Cash Cows 100 Etf Uie (COWZ)	0.0	$62k		1.0k	60.21	View chart
Vanguard Total International Stk Etf Uie (VXUS)	0.0	$60k	+107%	793.00	75.47	View chart
Ishares Us Financial Seretf Uie (IYG)	0.0	$60k		648.00	92.31	View chart
Ishares Msci Usa Min Volfctr Etf Uie (USMV)	0.0	$60k		631.00	94.28	View chart
Altc Acquisition Corp (OKLO)	0.0	$59k	+158%	815.00	71.76	View chart
Ishares Core 40 60 Mod All Etf Uie (AOM)	0.0	$58k		1.2k	47.74	View chart
Vanguard Mid Cap Growth Etf Uie (VOT)	0.0	$56k		200.00	279.14	View chart
Vanguard Mega Cap Etf Uie (MGC)	0.0	$54k		213.00	251.85	View chart
Vanguard Short-term Bondetf Uie (BSV)	0.0	$47k		594.00	78.86	View chart
Ishares Core Msci Eafe Etf Uie (IEFA)	0.0	$45k	+70%	506.00	89.46	View chart
State Street Spdr Portfls&p 500 Etf Uie (SPYM)	0.0	$45k		559.00	80.22	View chart
St Srt Spdr Us L C Lw Vltlty Etf Iv Uie (LGLV)	0.0	$45k		254.00	175.93	View chart
Ge Vernova (GEV)	0.0	$44k	+1600%	68.00	653.56	View chart
Jpmorgan U S Tech Leaders Etf Iv Uie (JTEK)	0.0	$43k		481.00	90.07	View chart
Spdr Dow Jones Industrial Avrg Etf Uie (DIA)	0.0	$42k	-39%	87.00	481.94	View chart
Columbia Research Enhanced Cr Etf Uie (RECS)	0.0	$42k		1.0k	40.87	View chart
Global X Lithium Batterytech Etf Uie (LIT)	0.0	$41k		632.00	64.89	View chart
Vanguard Dividend Appreciation Etf Uie (VIG)	0.0	$40k		179.00	220.74	View chart
Sandisk Corp (SNDK)	0.0	$39k		166.00	237.38	View chart
Ishares Msci Acwi Ex Us Etf Uie (ACWX)	0.0	$39k		581.00	67.13	View chart
UnitedHealth (UNH)	0.0	$39k	+15%	118.00	330.16	View chart
Wisdomtree Us Largecap Dividend Etf Uie (DLN)	0.0	$39k		440.00	88.20	View chart
Ishares Core 60 40 Bal All Etf Uie (AOR)	0.0	$38k	-15%	578.00	65.02	View chart
Lynas Rare Earths Ordf Ufo (LYSCF)	0.0	$37k		4.5k	8.30	View chart
Timothy Plan Us Larg Md Cp Cr Etf Uie (TPLC)	0.0	$37k		817.00	45.46	View chart
Ishares Iboxx Invt Gradebond Etf Uie (LQD)	0.0	$37k	+175%	336.00	110.19	View chart
Ishares S&p Mid Cap 400 Grwth Etf Uie (IJK)	0.0	$37k		379.00	97.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$36k	+16%	232.00	154.14	View chart
Vanguard Value Etf Uie (VTV)	0.0	$35k	-29%	184.00	191.88	View chart
Bristol Myers Squibb (BMY)	0.0	$34k		634.00	53.95	View chart
Netflix (NFLX)	0.0	$34k	+900%	360.00	93.76	View chart
First Tr Lrg Cp Grw Alphadex Etf Uie (FTC)	0.0	$33k		209.00	159.88	View chart
First Trust Long Short Equity Etf Uie (FTLS)	0.0	$33k	-9%	464.00	71.14	View chart
General Motors Company (GM)	0.0	$33k	NEW	400.00	81.32	View chart
T Rowe Price Growth Etf Uie (TGRT)	0.0	$32k		731.00	44.26	View chart
Ishares Us Medical Devices Etf Uie (IHI)	0.0	$32k		519.00	62.17	View chart
Johnson & Johnson (JNJ)	0.0	$31k		150.00	207.99	View chart
Square Inc cl a (XYZ)	0.0	$29k		450.00	65.09	View chart
Invsc S P Midcap Low Volatility Etf Uie (XMLV)	0.0	$29k		466.00	62.38	View chart
Norfolk Southern (NSC)	0.0	$29k		100.00	288.72	View chart
Ishares S&p Mid Cap 400 Value Etf Uie (IJJ)	0.0	$28k		211.00	132.20	View chart
Ishares Us Regional Banks Etf Uie (IAT)	0.0	$27k		482.00	55.18	View chart
Sofi Technologies (SOFI)	0.0	$26k		1.0k	26.18	View chart
Schwab International Equity Etf Uie (SCHF)	0.0	$25k	NEW	1.1k	24.04	View chart
Avantis Us Small Cap Value Etf Uie (AVUV)	0.0	$25k		246.00	102.08	View chart
Victory Ii Victorysharesetf Uie (UBND)	0.0	$25k	NEW	1.1k	22.00	View chart
Proshares Ultra S&p 500 Eq Wei Etf Uie (URSP)	0.0	$25k	NEW	611.00	40.87	View chart
Jpmorgan Short Duration Core Plu Etf Uie (JSCP)	0.0	$24k		511.00	47.58	View chart
Ishares Russell 2000 Etf Uie (IWM)	0.0	$24k	-58%	98.00	247.52	View chart
Vanguard Ftse Emerging Markets Etf Uie (VWO)	0.0	$24k	+355%	451.00	53.76	View chart
Ford Motor Company (F)	0.0	$24k		1.8k	13.12	View chart
Avantis Emerging Marketseq Etf Uie (AVEM)	0.0	$24k		308.00	77.23	View chart
First Tr Nasdaq Tech Dividx Etf Uie (TDIV)	0.0	$24k		245.00	96.84	View chart
Ishares Us Transportation Etf Uie (IYT)	0.0	$24k		316.00	74.59	View chart
Prologis Inc Reit Ret (PLD)	0.0	$23k	+57%	183.00	127.66	View chart
Advisorshares Focused Equity Etf Uie (CWS)	0.0	$23k		330.00	68.85	View chart
McDonald's Corporation (MCD)	0.0	$21k		70.00	306.06	View chart
Vanguard Ftse Developed Markets Etf Uie (VEA)	0.0	$21k		342.00	62.47	View chart
St Stret Spdr Prtfl S&p 400 M Etf Iv Uie (SPMD)	0.0	$21k	NEW	356.00	57.96	View chart
Bitwise Xrp Etf Uie (XRP)	0.0	$21k	NEW	1.0k	20.52	View chart
Lam Research (LRCX)	0.0	$21k		120.00	171.18	View chart
Wal-Mart Stores (WMT)	0.0	$20k		181.00	111.64	View chart
Bitwise Crypto Industry Innovators Etf Uie (BITQ)	0.0	$20k	NEW	1.0k	19.93	View chart
Global X Us Infra Dvlpmnt Etf Uie (PAVE)	0.0	$20k	-10%	415.00	47.89	View chart
Ishares Msci World Etf Uie (URTH)	0.0	$20k	NEW	106.00	187.26	View chart
Spdr Gold Shares Etf Uie (GLD)	0.0	$19k		48.00	396.29	View chart
Travelers Companies (TRV)	0.0	$19k		64.00	290.88	View chart
State Strt Hlth Cre Slt Sec Spdr Etf Uie (XLV)	0.0	$19k		120.00	154.92	View chart
Ishares Russell 1000 Value Etf Uie (IWD)	0.0	$18k		85.00	210.33	View chart
Wisdomtree Art Intll Andinnvt Etf Uie (WTAI)	0.0	$18k		612.00	29.17	View chart
Ishares Jpmorgan Usd Mtsbond Etf Uie (EMB)	0.0	$17k	NEW	179.00	96.28	View chart
Snap Inc cl a (SNAP)	0.0	$16k	+2%	2.0k	8.07	View chart
Vanguard Russell 1000 Etf Uie (VONE)	0.0	$16k		51.00	309.04	View chart
Altria (MO)	0.0	$15k	+853%	267.00	57.86	View chart
Carnival Corp F Fgo (CCL)	0.0	$15k		500.00	30.54	View chart
Parker-Hannifin Corporation (PH)	0.0	$15k		17.00	887.41	View chart
Ishares 7-10 Year Trsurybond Etf Uie (IEF)	0.0	$15k	NEW	155.00	96.15	View chart
Linde Plc F Fgo (LIN)	0.0	$15k		34.00	432.03	View chart
Pacer Us Small Cap Cash Cows Etf Uie (CALF)	0.0	$14k		325.00	44.39	View chart
Vanguard Russell 1000 Growth Etf Uie (VONG)	0.0	$14k		112.00	121.75	View chart
Vanguard Internatnl Hgh Div Yld Etf Uie (VYMI)	0.0	$14k		151.00	90.00	View chart
Dimensional U S Small Cap Etf Uie (DFAS)	0.0	$14k		195.00	69.67	View chart
St Srt Spdr S&p Hlth Cr Eqpmnt Etf Uie (XHE)	0.0	$13k		150.00	88.36	View chart
Ishares Core S&p Small Cap Etf Uie (IJR)	0.0	$13k		107.00	120.79	View chart
Pfizer (PFE)	0.0	$13k		515.00	24.92	View chart
Vanguard Russell 2000 Value Etf Uie (VTWV)	0.0	$13k		80.00	159.93	View chart
Nasdaq Omx (NDAQ)	0.0	$13k		130.00	97.82	View chart
Ligand Pharmaceuticals In (LGND)	0.0	$13k	NEW	66.00	189.06	View chart
Jpmorgan Ultra Short Income Etf Uie (JPST)	0.0	$12k		243.00	50.79	View chart
Harmony Gold Mng Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (HMY)	0.0	$12k		619.00	19.90	View chart
Proshares Ultra Midcap 400 Etf Uie (MVV)	0.0	$12k	NEW	176.00	69.70	View chart
Duke Energy (DUK)	0.0	$12k		104.00	117.20	View chart
Proshares Ultra Russell 2000 Etf Uie (UWM)	0.0	$12k	NEW	258.00	47.02	View chart
Caesars Entertainment (CZR)	0.0	$12k		500.00	23.39	View chart
Applied Materials (AMAT)	0.0	$12k		45.00	256.98	View chart
Proshares S&p 500 Div Aristocrat Etf Uie (NOBL)	0.0	$11k	+9%	109.00	104.06	View chart
Ishares Ai Invatn And Tec Act Etf Uie (BAI)	0.0	$11k		334.00	33.40	View chart
Ishares Core S&p Us Value Etf Uie (IUSV)	0.0	$11k	NEW	108.00	102.54	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.0	$11k	NEW	68.00	162.04	View chart
Innovator Us Equity Buffer Etf Uie (BJUL)	0.0	$11k	-2%	217.00	50.76	View chart
Bank of America Corporation (BAC)	0.0	$11k	+47%	199.00	55.00	View chart
General Dynamics Corporation (GD)	0.0	$11k		32.00	341.59	View chart
Walt Disney Company (DIS)	0.0	$11k		95.00	113.86	View chart
Hershey Company (HSY)	0.0	$10k	-82%	57.00	181.96	View chart
At&t (T)	0.0	$9.9k	NEW	400.00	24.84	View chart
Ishares Core S&p Mid Capetf Uie (IJH)	0.0	$9.9k	+100%	150.00	66.00	View chart
First Horizon 6.5 Pfdpfd Ser E Pre (FHN.PE)	0.0	$9.7k	NEW	400.00	24.18	View chart
Ishares Us Home Construct Etf Uie (ITB)	0.0	$9.6k	NEW	100.00	96.30	View chart
Gildan Activewear Inc Fclass Class A FGC (GIL)	0.0	$9.6k	NEW	153.00	62.46	View chart
Mondelez Int (MDLZ)	0.0	$9.1k	NEW	169.00	53.83	View chart
State Strt Cons Dsry Sltse Sp Etf Iv Uie (XLY)	0.0	$9.1k	+100%	76.00	119.41	View chart
Ishares Core Msci Emerging Etf Uie (IEMG)	0.0	$9.1k		135.00	67.21	View chart
Grayscale Bitcoin Trust Etf Uie (GBTC)	0.0	$8.8k		129.00	68.36	View chart
Northrop Grumman Corporation (NOC)	0.0	$8.7k		15.00	579.80	View chart
Occidental Petroleum Corporation (OXY)	0.0	$8.7k	-66%	210.00	41.27	View chart
Schwab Us Large Cap Value Etf Uie (SCHV)	0.0	$8.5k		288.00	29.61	View chart
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal Uie (RSPF)	0.0	$8.5k		108.00	78.49	View chart
Vanguard Total Bond Market Etf Uie (BND)	0.0	$8.4k		113.00	74.06	View chart
Verizon Communications (VZ)	0.0	$8.1k	NEW	200.00	40.73	View chart
Teradyne (TER)	0.0	$8.1k	NEW	42.00	193.55	View chart
Ishares Russell 2000 Value Etf Uie (IWN)	0.0	$8.0k		44.00	181.75	View chart
Ishares S&p 100 Etf Uie (OEF)	0.0	$7.7k		22.00	349.86	View chart
Blackrock Esg Cptl Alctn Cem (ECAT)	0.0	$7.7k	NEW	500.00	15.38	View chart
St Stret Spdr Prtfl Mrtgbckd Etf Iv Uie (SPMB)	0.0	$7.6k		341.00	22.41	View chart
Ishares Iboxx High Yieldbond Etf Uie (HYG)	0.0	$7.6k	NEW	94.00	80.63	View chart
Mp Materials Corp (MP)	0.0	$7.6k		150.00	50.52	View chart
Ge Healthcare Technologies I (GEHC)	0.0	$7.5k	+1740%	92.00	82.01	View chart
Ishares Select Dividend Etf Uie (DVY)	0.0	$7.5k		53.00	141.13	View chart
Ishares Mbs Etf Uie (MBB)	0.0	$7.4k	NEW	78.00	95.22	View chart
CVS Caremark Corporation (CVS)	0.0	$7.2k		91.00	79.35	View chart
Vanguard Industrials Etf Uie (VIS)	0.0	$7.2k		24.00	298.38	View chart
Texas Instruments Incorporated (TXN)	0.0	$7.1k		41.00	173.49	View chart
Capital One Financial (COF)	0.0	$7.0k	NEW	29.00	242.34	View chart
Jpmorgan Active Value Etf Uie (JAVA)	0.0	$6.9k		95.00	72.19	View chart
Nxp Semiconductors N V F Fgo (NXPI)	0.0	$6.7k	NEW	31.00	217.03	View chart
Charles Schwab Corporation (SCHW)	0.0	$6.7k	NEW	67.00	99.90	View chart
Cigna Corp (CI)	0.0	$6.6k		24.00	275.21	View chart
Electronic Arts (EA)	0.0	$6.3k	-3%	30.00	210.23	View chart
American Express Company (AXP)	0.0	$6.3k	+1600%	17.00	370.12	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP)	0.0	$6.0k	NEW	172.00	34.73	View chart
Carrier Global Corporation (CARR)	0.0	$5.8k		110.00	52.84	View chart
Raymond James Financial (RJF)	0.0	$5.8k	NEW	36.00	160.58	View chart
Analog Devices (ADI)	0.0	$5.7k	-50%	21.00	271.19	View chart
Morgan Stanley (MS)	0.0	$5.5k	NEW	31.00	177.52	View chart
Ishares China Large Cap Etf Uie (FXI)	0.0	$5.5k		143.00	38.46	View chart
Eaton Corp Plc F Fgo (ETN)	0.0	$5.4k	NEW	17.00	318.47	View chart
Sirius XM Holdings (SIRI)	0.0	$5.4k	+1250%	270.00	19.99	View chart
Kkr & Co (KKR)	0.0	$5.4k	NEW	42.00	127.48	View chart
International Business Machines (IBM)	0.0	$5.3k	+12%	18.00	296.17	View chart
D.R. Horton (DHI)	0.0	$5.3k	NEW	37.00	144.03	View chart
State Strt Indstl Slct Sctr Spdr Etf Uie (XLI)	0.0	$5.3k		34.00	156.35	View chart
Constellation Energy (CEG)	0.0	$5.3k	NEW	15.00	353.27	View chart
First Trust Value Dividend Index Etf Uie (FVD)	0.0	$5.2k		113.00	46.08	View chart
Citigroup (C)	0.0	$5.1k	NEW	44.00	116.68	View chart
Arista Networks (ANET)	0.0	$5.1k	-97%	39.00	131.03	View chart
Ishares Core Universal Usd Bond Etf Uie (IUSB)	0.0	$5.0k		108.00	46.54	View chart
Spdr Index Shares Emerg Markt Etf Uie (SPEM)	0.0	$5.0k		106.00	46.80	View chart
United Parcel Service (UPS)	0.0	$5.0k	NEW	50.00	99.18	View chart
Invesco S P Midcap 400 Revenue Etf Uie (RWK)	0.0	$4.9k	NEW	39.00	126.44	View chart
Omni (OMC)	0.0	$4.8k		59.00	81.80	View chart
Otis Worldwide Corp (OTIS)	0.0	$4.8k		55.00	87.35	View chart
Dell Technologies (DELL)	0.0	$4.8k	NEW	38.00	125.87	View chart
American Electric Power Company (AEP)	0.0	$4.7k	NEW	41.00	115.29	View chart
Dominion Resources (D)	0.0	$4.7k	NEW	80.00	58.59	View chart
Southwest Airlines (LUV)	0.0	$4.7k		112.00	41.69	View chart
S&T Ban (STBA)	0.0	$4.6k		118.00	39.35	View chart
Intel Corporation (INTC)	0.0	$4.4k		118.00	37.09	View chart
Ishares Msci Eafe Etf Uie (EFA)	0.0	$4.3k	+2%	45.00	96.31	View chart
Public Service Enterprise (PEG)	0.0	$4.3k	NEW	53.00	80.28	View chart
F.N.B. Corporation (FNB)	0.0	$4.1k		237.00	17.10	View chart
First Trust North American Energ Etf Uie (EMLP)	0.0	$4.0k		106.00	37.87	View chart
St Stert Spdr Blmbg 1 3 Mn T Bl Etf Uie (BIL)	0.0	$3.9k	NEW	43.00	91.37	View chart
Oracle Corporation (ORCL)	0.0	$3.9k	NEW	20.00	194.90	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uie (IGSB)	0.0	$3.9k	NEW	73.00	52.88	View chart
Huntington Ingalls Inds (HII)	0.0	$3.7k	NEW	11.00	340.00	View chart
Sterling Construction Company (STRL)	0.0	$3.7k	NEW	12.00	306.17	View chart
First Trust Cloud Computing Etf Uie (SKYY)	0.0	$3.6k		28.00	130.07	View chart
Ishares Msci Emerging Markets Etf Uie (EEM)	0.0	$3.4k		62.00	54.87	View chart
Expedia (EXPE)	0.0	$3.4k	NEW	12.00	283.25	View chart
Schwab Us Broad Market Etf Uie (SCHB)	0.0	$3.4k		128.00	26.27	View chart
Ark Blockchain And Fintech In Etf Uie (ARKF)	0.0	$3.3k		70.00	47.63	View chart
Denali Therapeutics (DNLI)	0.0	$3.3k	NEW	200.00	16.51	View chart
First Trust Internet Index Cf Etf Uie (FDN)	0.0	$3.2k		12.00	269.17	View chart
State Street Corporation (STT)	0.0	$3.2k	NEW	25.00	129.00	View chart
Agnico Eagle Mines Ltd F FGC (AEM)	0.0	$3.2k		19.00	169.53	View chart
Blackrock (BLK)	0.0	$3.2k	NEW	3.00	1070.33	View chart
Marvell Technology (MRVL)	0.0	$3.1k	NEW	37.00	84.97	View chart
Carlyle Group (CG)	0.0	$3.0k	NEW	51.00	59.10	View chart
Autodesk (ADSK)	0.0	$3.0k	NEW	10.00	296.00	View chart
Cisco Systems (CSCO)	0.0	$2.9k	NEW	38.00	77.03	View chart
Vanguard Intermediate Term Bond Etf Uie (BIV)	0.0	$2.9k		37.00	77.86	View chart
The Hartford Ins 6 Pfdpfd Ser G Pre (HIG.PG)	0.0	$2.9k		115.00	25.03	View chart
Jpmorgan Chas 5.75 Pfdpfd Ser Dd Pre (JPM.PD)	0.0	$2.9k		115.00	24.91	View chart
Warner Bros. Discovery (WBD)	0.0	$2.9k	+3200%	99.00	28.82	View chart
Fs Kkr Capital Corp (FSK)	0.0	$2.7k	NEW	183.00	14.81	View chart
Metlife Inc 5.625 Pfdpfd Ser E Pre (MET.PE)	0.0	$2.7k		114.00	23.75	View chart
Microchip Technology (MCHP)	0.0	$2.5k	NEW	40.00	63.70	View chart
Quanta Services (PWR)	0.0	$2.5k	NEW	6.00	422.00	View chart
Abrdn Global Dynamic Div Cem (AGD)	0.0	$2.5k	NEW	216.00	11.66	View chart
Annaly Cap Mgmt Inc Reit Ret (NLY)	0.0	$2.5k	NEW	112.00	22.36	View chart
Te Connectivity Plc F Fgo (TEL)	0.0	$2.5k		11.00	227.45	View chart
Enbridge Inc F FGC (ENB)	0.0	$2.4k	NEW	50.00	47.82	View chart
Global X Robotics Artfclintlgnc Etf Uie (BOTZ)	0.0	$2.4k	NEW	66.00	36.23	View chart
Jones Lang LaSalle Incorporated (JLL)	0.0	$2.4k	NEW	7.00	336.43	View chart
Wabtec Corporation (WAB)	0.0	$2.3k	+1000%	11.00	213.36	View chart
Alps Alerian Mlp Etf Uie (AMLP)	0.0	$2.3k	NEW	49.00	47.00	View chart
Amplify Cybersecurity Etf Uie (HACK)	0.0	$2.2k	NEW	28.00	80.36	View chart
Medtronic Plc F Fgo (MDT)	0.0	$2.2k		23.00	96.04	View chart
Copart (CPRT)	0.0	$2.1k		54.00	39.15	View chart
SYSCO Corporation (SYY)	0.0	$2.1k		28.00	73.68	View chart
MercadoLibre (MELI)	0.0	$2.0k	NEW	1.00	2014.00	View chart
Honeywell International (HON)	0.0	$2.0k	NEW	10.00	195.00	View chart
Essential Utils (WTRG)	0.0	$1.9k		50.00	38.36	View chart
Invsc Sp 500 Equal Weight Matrl Etf Uie (RSPM)	0.0	$1.9k		55.00	34.07	View chart
Cyberloq Technologies In	0.0	$1.8k	NEW	8.6k	0.21	View chart
Origin Materials (ORGN)	0.0	$1.8k		8.5k	0.21	View chart
Bank Ozk (OZK)	0.0	$1.6k	NEW	35.00	46.00	View chart
Lennar Corporation (LEN)	0.0	$1.5k		15.00	102.80	View chart
Innovator Us Equity Buffer Etf Uie (BAPR)	0.0	$1.5k		32.00	47.97	View chart
Ishares Msci Brazil Small Cap Etf Uie (EWZS)	0.0	$1.4k		110.00	12.93	View chart
High Templar Tech Funsponsored Adr 1 Adr Reps 1 Ord Adr (HTT)	0.0	$1.4k	NEW	400.00	3.55	View chart
First Trst Enhncd Shrt Mrty Etf Iv Uie (FTSM)	0.0	$1.4k		23.00	59.91	View chart
Kraft Heinz (KHC)	0.0	$1.4k	NEW	56.00	24.25	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL)	0.0	$1.3k	NEW	20.00	65.40	View chart
Leadershars Alphfctr Us Cr Eq Etf Uie (LSAF)	0.0	$1.3k		29.00	45.07	View chart
Dutch Bros (BROS)	0.0	$1.2k	NEW	20.00	61.20	View chart
Johnson Controls Int F Fgo (JCI)	0.0	$1.2k		10.00	119.70	View chart
Petroleo Brasileiro Sa Fsponsored Adr 1 Adr Reps 2 Ord Adr (PBR)	0.0	$1.2k	NEW	100.00	11.85	View chart
First Eagle Overseas Equity Etf Uie (FEOE)	0.0	$1.2k		24.00	49.08	View chart
Cronos Group Inc F FGC (CRON)	0.0	$1.0k		396.00	2.63	View chart
Vanguard Materials Etf Uie (VAW)	0.0	$1.0k		5.00	207.40	View chart
Metropcs Communications (TMUS)	0.0	$1.0k		5.00	203.00	View chart
Grayscale Bitcoin Mini Trust Etf Uie (BTC)	0.0	$968.000000		25.00	38.72	View chart
Coupang (CPNG)	0.0	$943.000000		40.00	23.57	View chart
First Trust Int Dur Prf Cem (FPF)	0.0	$856.998400		46.00	18.63	View chart
Leadershrs Alphafctr Tact Focus Etf Uie (LSAT)	0.0	$854.000400		22.00	38.82	View chart
Organon & Co (OGN)	0.0	$702.003400		98.00	7.16	View chart
Ishares 20 Pls Year Treasury Bnd Etf Uie (TLT)	0.0	$697.000000		8.00	87.12	View chart
Kyndryl Holdings Ord Wi (KD)	0.0	$609.999100	+666%	23.00	26.52	View chart
Omniab (OABI)	0.0	$597.000900	NEW	323.00	1.85	View chart
Advisorshares Pure Us Cannabis Etf Uie (MSOS)	0.0	$489.996000		104.00	4.71	View chart
Shopify Inc Fclass A FGC (SHOP)	0.0	$482.000100	NEW	3.00	160.67	View chart
Adobe Systems Incorporated (ADBE)	0.0	$349.000000		1.00	349.00	View chart
Masimo Corporation (MASI)	0.0	$260.000000		2.00	130.00	View chart
Wrap Technologies (WRAP)	0.0	$238.000000		100.00	2.38	View chart
Transocean Ltd F Fgo (RIG)	0.0	$236.002800		57.00	4.14	View chart
Fairlead Tactical Sectoretf Uie (TACK)	0.0	$208.999700		7.00	29.86	View chart
Millrose Pptys Inc Com Cl A (MRP)	0.0	$208.999700		7.00	29.86	View chart
Pentair Plc F Fgo (PNR)	0.0	$208.000000		2.00	104.00	View chart
Nvent Elec Plc F Fgo (NVT)	0.0	$203.000000		2.00	101.50	View chart
Ishares Global Clean Energy Etf Uie (ICLN)	0.0	$198.000000		12.00	16.50	View chart
Uniti Group (UNIT)	0.0	$175.000000	NEW	25.00	7.00	View chart
Okta Inc cl a (OKTA)	0.0	$172.000000		2.00	86.00	View chart
Lucid Group (LCID)	0.0	$157.999500		15.00	10.53	View chart
Bit Origin Limited Fclass A Fgo (BTOG)	0.0	$86.000000		500.00	0.17	View chart
Pure Storage Inc - Class A (PSTG)	0.0	$67.000000		1.00	67.00	View chart
The Magnum Ice Cream C F Fgo (MICC)	0.0	$63.000000	NEW	4.00	15.75	View chart
Canopy Growth Corp F FGC (CGC)	0.0	$48.998500	+22%	43.00	1.14	View chart
Solstice Advanced Matls (SOLS)	0.0	$48.000000	NEW	1.00	48.00	View chart
Amc Entertainment (AMC)	0.0	$31.999800		21.00	1.52	View chart
Ammpower Corp F FGC (AMMPF)	0.0	$12.000000		1.5k	0.01	View chart
First Republic Bank/san F (FRCB)	0.0	$0.960000		1.6k	0.00	View chart
Sentry Pete (SPLM)	0.0	$0	NEW	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

Comprehensive Financial Planning 2025 Q4 filed Feb. 11, 2026
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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