Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Comprehensive Financial Planning

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

Top 5 stock holdings are JAAA, NVDA, AAPL, MU, VOO, and represent 20.88% of Comprehensive Financial Planning's stock portfolio.
Added to shares of these 10 stocks: BIL, SNDK, MU, WDC, VGT, SAMT, VO, AMD, WQTM, SOXX.
Started 59 new stock positions in OSCR, GII, RBC, MNTS, FN, SKM, SPCX, CSCO, DG, SES.
Reduced shares in these 10 stocks: Innovator Etfs Tr ibd 50 etf, SMH, ILF, SLV, QTUM, PAHC, ESE, VHT, GLTR, XTL.
Sold out of its positions in Carnival Corporation, COIN, ESE, FDN, SKYY, Innovator Etfs Tr ibd 50 etf, IUSB, LULU, Masimo Corporation, NBET. PAHC, HTT, XLY, SHW, TPLC, VDE, VIS, VAW, LYSCF.
Comprehensive Financial Planning was a net buyer of stock by $20M.
Comprehensive Financial Planning has $188M in assets under management (AUM), dropping by 29.89%.
Central Index Key (CIK): 0002044855

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 csv

Download as Excel

Portfolio Holdings for Comprehensive Financial Planning

Comprehensive Financial Planning holds 427 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Henderson Aaa Clo Etf Uie (JAAA)	4.7	$8.8M		174k	50.49	View chart
NVIDIA Corporation (NVDA)	4.5	$8.5M		42k	200.09	View chart
Apple (AAPL)	4.4	$8.3M		29k	289.36	View chart
Micron Technology (MU)	3.9	$7.4M	+40%	6.4k	1154.37	View chart
Vanguard S&p 500 Etf Uie (VOO)	3.3	$6.2M		9.0k	686.83	View chart
Invesco S&p 500 Top 50 Etf Uie (XLG)	3.0	$5.7M		93k	61.23	View chart
Ishares Core S&p 500 Etf Uie (IVV)	2.9	$5.5M	+3%	7.3k	748.89	View chart
Ishares Semiconductor Etf Uie (SOXX)	2.7	$5.0M	+13%	7.8k	640.79	View chart
Jpmorgan Active Growth Etf Uie (JGRO)	2.0	$3.8M	+4%	38k	98.59	View chart
Jpmorgan International Value Etf Uie (JIVE)	1.9	$3.6M	+5%	40k	91.95	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	1.8	$3.4M		4.5k	763.14	View chart
Facebook Inc cl a (META)	1.8	$3.4M	+2%	6.0k	563.25	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Uie (BIL)	1.8	$3.3M	NEW	36k	91.64	View chart
T. Rowe Price Blue Chip Growth Etf Uie (TCHP)	1.7	$3.2M		64k	50.09	View chart
State Street Spdr S&p 500 Etf Trust Uie (SPY)	1.7	$3.2M	+8%	4.2k	746.77	View chart
Amazon (AMZN)	1.7	$3.2M		13k	238.34	View chart
Sandisk Corp (SNDK)	1.7	$3.2M	+508%	1.4k	2273.73	View chart
Ishares S&p 500 Growth Etf Uie (IVW)	1.6	$3.0M		22k	137.53	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Uie (DGRW)	1.6	$3.0M		32k	95.62	View chart
Microsoft Corporation (MSFT)	1.5	$2.8M		7.6k	373.00	View chart
Schwab U.s. Large-cap Growth Etf Uie (SCHG)	1.4	$2.7M	-2%	80k	33.84	View chart
Ishares Expanded Tech Sector Etf Uie (IGM)	1.3	$2.4M		15k	163.58	View chart
Schwab U.s. Dividend Equity Etf Uie (SCHD)	1.3	$2.4M	+30%	76k	31.71	View chart
Invesco Nasdaq 100 Etf Uie (QQQM)	1.3	$2.4M	-3%	7.9k	302.96	View chart
T. Rowe Price Us Equity Research Etf Uie (TSPA)	1.2	$2.3M	+13%	47k	47.53	View chart
Costco Wholesale Corporation (COST)	1.1	$2.1M		2.3k	935.60	View chart
Berkshire Hathaway (BRK.B)	1.1	$2.1M		4.1k	500.39	View chart
Western Digital (WDC)	1.1	$2.1M	+194%	3.2k	638.78	View chart
Innovator Defined Wealthshield Etf Uie (BALT)	1.1	$2.0M	-4%	60k	34.27	View chart
Invesco Qqq Tr Uie (QQQ)	1.1	$2.0M		2.7k	736.37	View chart
Victoryshares Free Cash Flow Etf Uie (VFLO)	1.1	$2.0M		43k	45.75	View chart
Invesco S & P Midcap Momentum Etf Uie (XMMO)	1.0	$1.9M	+3%	11k	170.13	View chart
Palantir Technologies (PLTR)	0.9	$1.8M		15k	116.67	View chart
Advanced Micro Devices (AMD)	0.8	$1.6M	+122%	2.7k	580.91	View chart
Ishares U.s. Technology Etf Uie (IYW)	0.8	$1.5M		6.0k	252.23	View chart
Vaneck Semiconductor Etf Uie (SMH)	0.8	$1.5M	-40%	2.2k	655.90	View chart
First Trust Us Equity Opportunities Etf Uie (FPX)	0.8	$1.4M	-3%	7.0k	206.18	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Uie (RDVI)	0.8	$1.4M		48k	29.40	View chart
Avantis Us Large Cap Value Etf Uie (AVLV)	0.7	$1.4M	+6%	15k	91.21	View chart
T. Rowe Price Capital Appreciation Equity Etf Uie (TCAF)	0.7	$1.4M	+18%	33k	41.10	View chart
Roundhill Magnificent Seven Etf Uie (MAGS)	0.7	$1.3M	-3%	21k	64.30	View chart
Vanguard Information Technology Index Fund Etf Shares Uie (VGT)	0.7	$1.3M	+684%	11k	119.52	View chart
State Street Spdr S&p Telecom Etf Uie (XTL)	0.7	$1.2M	-11%	5.4k	227.49	View chart
Tesla Motors (TSLA)	0.7	$1.2M	-8%	2.9k	420.60	View chart
Pacer Swan Sos Fund Of Funds Etf Uie (PSFF)	0.7	$1.2M	-4%	36k	34.31	View chart
Jpmorgan Core Plus Bond Etf Uie (JCPB)	0.6	$1.2M	-4%	25k	46.94	View chart
Vanguard Mid-cap Index Fund Etf Shares Uie (VO)	0.6	$1.1M	+334%	14k	80.57	View chart
Alphabet Inc Class A cs (GOOGL)	0.6	$1.1M		3.1k	357.39	View chart
Federated Hermes Mdt Large Cap Value Etf Uie (FLCV)	0.6	$1.1M	+81%	31k	35.86	View chart
Strategas Macro Thematicopportunities Etf Uie (SAMT)	0.6	$1.0M	NEW	22k	47.73	View chart
Waste Management (WM)	0.6	$1.0M	-4%	4.7k	222.87	View chart
Invesco S&p 500 Equal Weight Etf Uie (RSP)	0.5	$998k	+3%	4.7k	212.77	View chart
State Street Technology Select Sector Spdr Etf Uie (XLK)	0.5	$978k		5.1k	190.53	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Uie (JEPQ)	0.5	$974k	-8%	16k	61.46	View chart
Invesco Wilderhill Cleanenergy Etf Uie (PBW)	0.5	$863k		22k	39.01	View chart
Broadcom (AVGO)	0.4	$832k	+3%	2.2k	377.77	View chart
Defiance Quantum Etf Uie (QTUM)	0.4	$782k	-26%	4.7k	165.38	View chart
State Street Spdr S&p 1500 Value Tilt Etf Uie (VLU)	0.4	$778k		3.3k	238.21	View chart
Wisdomtree Quantum Computing Fund Uie (WQTM)	0.4	$777k	NEW	21k	37.81	View chart
Vanguard Mega Cap Value Index Fund Etf Shares Uie (MGV)	0.4	$767k	+3%	4.7k	163.45	View chart
Invesco S&p 500 Momentumetf Uie (SPMO)	0.4	$754k	-6%	4.7k	161.54	View chart
Ishares Core Dividend Growth Etf Uie (DGRO)	0.4	$746k		9.8k	75.79	View chart
Janus Henderson Securitized Income Etf Uie (JSI)	0.4	$729k		14k	51.21	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Uie (SDVY)	0.4	$694k	+11%	16k	43.14	View chart
Victoryshares Free Cash Flow Growth Etf Uie (GFLW)	0.4	$675k		20k	34.28	View chart
JPMorgan Chase & Co. (JPM)	0.4	$660k		2.0k	327.27	View chart
T. Rowe Price Growth Stock Etf Uie (TGRW)	0.3	$632k		13k	47.72	View chart
Ishares Core S&p Total U.s. Stock Market Etf Uie (ITOT)	0.3	$617k		3.8k	164.27	View chart
State Street Financial Select Sector Spdr Etf Uie (XLF)	0.3	$598k	-14%	11k	53.61	View chart
State Street Utilities Select Sector Spdr Etf Uie (XLU)	0.3	$583k	+12%	13k	45.34	View chart
Astera Labs (ALAB)	0.3	$573k		1.2k	483.02	View chart
Vanguard Total Stock Market Index Fund Etf Shares Uie (VTI)	0.3	$571k	+6%	1.5k	370.08	View chart
Capforce Ibd 50 Etf Uie (FFTY)	0.3	$569k	NEW	13k	43.55	View chart
Victoryshares Us Eq Income Enh Vol Wtd Idx Etf Uie (CDC)	0.3	$562k		7.6k	74.37	View chart
Republic Services (RSG)	0.3	$554k		2.6k	213.12	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Uie (VYM)	0.3	$547k		3.5k	158.05	View chart
Raytheon Technologies Corp (RTX)	0.3	$507k		2.7k	189.72	View chart
Janus Henderson Short Duration Income Etf Uie (VNLA)	0.3	$492k		10k	48.87	View chart
Ishares Russell Top 200 Growth Etf Uie (IWY)	0.3	$485k		1.7k	290.65	View chart
Global X Artificial Intelligence & Technology Etf Uie (AIQ)	0.3	$479k	-16%	7.3k	65.61	View chart
Enova Intl (ENVA)	0.2	$467k	NEW	1.9k	240.73	View chart
Jpmorgan Equity Premium Income Etf Uie (JEPI)	0.2	$465k	-9%	8.2k	56.48	View chart
Bel Fuse (BELFB)	0.2	$464k	NEW	1.4k	333.04	View chart
Vanguard Mega Cap Growthindex Fund Etf Shares Uie (MGK)	0.2	$463k	+400%	5.3k	87.91	View chart
Bloom Energy Corp (BE)	0.2	$457k	NEW	1.5k	302.70	View chart
Astronics Corporation (ATRO)	0.2	$451k	NEW	5.5k	81.26	View chart
PDF Solutions (PDFS)	0.2	$421k	NEW	6.0k	70.79	View chart
Invesco S & P Midcap Value With Momentum Etf Uie (XMVM)	0.2	$420k		5.9k	70.92	View chart
Xometry (XMTR)	0.2	$414k	NEW	4.3k	96.52	View chart
MasTec (MTZ)	0.2	$409k	NEW	982.00	416.06	View chart
Amphenol Corporation (APH)	0.2	$393k	NEW	2.2k	176.32	View chart
Alphabet Inc Class C cs (GOOG)	0.2	$387k		1.1k	353.43	View chart
Exxon Mobil Corporation (XOM)	0.2	$383k		2.8k	136.70	View chart
Dycom Industries (DY)	0.2	$383k	NEW	758.00	505.59	View chart
Ishares U.s. Tech Independence Focused Etf Uie (IETC)	0.2	$383k		3.6k	107.36	View chart
Avantis Emerging Marketsequity Etf Uie (AVEM)	0.2	$379k	+10%	3.9k	96.48	View chart
Brightspring Health Svcs (BTSG)	0.2	$375k	NEW	5.4k	69.74	View chart
Nvent Elec Plc F Fgo (NVT)	0.2	$368k	-19%	2.2k	169.61	View chart
RBC Bearings Incorporated (RBC)	0.2	$367k	NEW	569.00	644.06	View chart
Jfrog Ltd F Fgo (FROG)	0.2	$363k	NEW	4.0k	90.88	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)	0.2	$352k		736.00	477.57	View chart
Ishares U.s. Regional Banks Etf Uie (IAT)	0.2	$349k	+749%	5.6k	62.21	View chart
Comfort Systems USA (FIX)	0.2	$347k	NEW	175.00	1981.95	View chart
Fulton Financial (FULT)	0.2	$334k	-23%	14k	24.19	View chart
Vanguard Mid-cap Value Index Fund Etf Shares Uie (VOE)	0.2	$326k		1.7k	197.62	View chart
NRG Energy (NRG)	0.2	$321k	+3%	2.2k	146.07	View chart
Oscar Health Cl A Ord (OSCR)	0.2	$309k	NEW	11k	28.52	View chart
Schwab U.s. Large-cap Value Etf Uie (SCHV)	0.1	$279k		8.0k	34.81	View chart
Vistra Energy (VST)	0.1	$277k	-7%	1.7k	158.65	View chart
Arm Hldgs Plc Equity A Funsponsored Adr 1 Adr Reps 1 Ord Adr (ARM)	0.1	$249k		701.00	354.57	View chart
Avantis International Equity Etf Uie (AVDE)	0.1	$247k	+14%	2.8k	89.21	View chart
Visa (V)	0.1	$245k		713.00	343.09	View chart
Vanguard Total International Stock Index Fund Etf Shares Uie (VXUS)	0.1	$240k	+254%	2.8k	85.48	View chart
Jpmorgan U.s. Tech Leaders Etf Uie (JTEK)	0.1	$236k	+14%	2.1k	111.55	View chart
Vanguard Health Care Index Fund Etf Shares Uie (VHT)	0.1	$233k	-45%	781.00	298.90	View chart
PNC Financial Services (PNC)	0.1	$232k		941.00	246.22	View chart
Invesco S & P Smlcp Momentm Etf Uie (XSMO)	0.1	$217k		2.3k	93.63	View chart
Ishares Msci Usa Qualitygarp Etf Uie (GARP)	0.1	$215k	+43%	2.6k	82.54	View chart
State Street Energy Select Sector Spdr Etf Uie (XLE)	0.1	$214k		4.0k	53.11	View chart
Chevron Corporation (CVX)	0.1	$212k		1.3k	165.82	View chart
T. Rowe Price Dividend Growth Etf Uie (TDVG)	0.1	$210k		4.3k	49.03	View chart
Schwab International Equity Etf Uie (SCHF)	0.1	$199k		7.2k	27.70	View chart
Invesco S&p 500 Pure Value Etf Uie (RPV)	0.1	$168k		1.5k	113.78	View chart
Vanguard Growth Index Fund Etf Shares Uie (VUG)	0.1	$162k	+500%	1.9k	86.16	View chart
State Street Spdr S&p Midcap 400 Etf Trust Uie (MDY)	0.1	$159k	+6%	226.00	702.73	View chart
Schwab U.s. Small-cap Etf Uie (SCHA)	0.1	$154k		4.2k	36.13	View chart
Space X (SPCX)	0.1	$153k	NEW	896.00	170.86	View chart
Ishares Msci Usa Momentum Factor Etf Uie (MTUM)	0.1	$149k		433.00	343.12	View chart
Stonex Group (SNEX)	0.1	$147k	NEW	1.2k	118.50	View chart
Ishares Core Msci Total International Stock Etf Uie (IXUS)	0.1	$135k		1.4k	95.46	View chart
Merck & Co (MRK)	0.1	$134k		1.0k	128.46	View chart
Servicenow (NOW)	0.1	$131k	-7%	1.3k	99.28	View chart
Ishares U.s. Small-cap Equity Factor Etf Uie (SMLF)	0.1	$131k		1.5k	89.16	View chart
Ishares Russell Top 200 Etf Uie (IWL)	0.1	$127k		686.00	185.06	View chart
Coca-Cola Company (KO)	0.1	$126k		1.5k	81.26	View chart
Valero Energy Corporation (VLO)	0.1	$117k		450.00	260.44	View chart
John Hancock Multifactormid Cap Etf Uie (JHMM)	0.1	$111k		1.5k	74.97	View chart
Qualcomm (QCOM)	0.1	$111k		600.00	184.79	View chart
Ishares Expanded Tech-software Sector Etf Uie (IGV)	0.1	$110k	-13%	1.2k	90.63	View chart
Ishares Russell Mid-cap Etf Uie (IWR)	0.1	$110k		999.00	110.28	View chart
Schwab Emerging Markets Equity Etf Uie (SCHE)	0.1	$105k		2.9k	36.26	View chart
General Electric (GE)	0.1	$104k		278.00	373.73	View chart
Waste Connections Inc F FGC (WCN)	0.1	$100k		600.00	166.69	View chart
Live Nation Entertainment (LYV)	0.0	$94k	-25%	511.00	183.11	View chart
Vanguard S&p 500 Value Index Fund Etf Shares Uie (VOOV)	0.0	$90k		412.00	219.42	View chart
Vanguard Consumer Discretionary Index Fundetf Shares Uie (VCR)	0.0	$90k		227.00	397.36	View chart
Abbvie (ABBV)	0.0	$88k		349.00	251.74	View chart
Invesco S&p 500 Equal Weight Technology Etf Uie (RSPT)	0.0	$87k		1.4k	64.50	View chart
Vanguard Russell 2000 Index Fund Etf Shares Uie (VTWO)	0.0	$84k		689.00	121.38	View chart
Ishares Global Energy Etf Uie (IXC)	0.0	$81k	-5%	1.6k	49.12	View chart
Innovator U.s. Equity Power Buffer Etf - July Uie (PJUL)	0.0	$81k		1.7k	48.81	View chart
Ge Vernova (GEV)	0.0	$80k		68.00	1174.85	View chart
Ishares Biotechnology Etf Uie (IBB)	0.0	$77k	-3%	406.00	190.22	View chart
Invesco Qqq Equal Weightetf Uie (QEW)	0.0	$76k		2.5k	30.29	View chart
Uber Technologies (UBER)	0.0	$76k	-39%	1.1k	72.16	View chart
Home Depot (HD)	0.0	$75k		212.00	352.85	View chart
State Street Communication Services Select Sector Spdr Etf Uie (XLC)	0.0	$73k	-27%	680.00	107.20	View chart
Ishares Russell 1000 Growth Etf Uie (IWF)	0.0	$72k	+300%	577.00	124.07	View chart
Pepsi (PEP)	0.0	$70k		516.00	135.28	View chart
Pacer Us Cash Cows 100 Etf Uie (COWZ)	0.0	$64k		1.0k	62.21	View chart
Vanguard Large-cap Indexfund Etf Shares Uie (VV)	0.0	$62k	-15%	181.00	343.18	View chart
Ishares Treasury Floating Rate Bond Etf Uie (TFLO)	0.0	$62k	-7%	1.2k	50.62	View chart
Ishares Msci Usa Min Volfactor Etf Uie (USMV)	0.0	$61k		635.00	96.51	View chart
Vanguard Mid-cap Growth Index Fund Etf Shares Uie (VOT)	0.0	$61k		200.00	306.30	View chart
Ishares Core 40/60 Moderate Allocation Etf Uie (AOM)	0.0	$61k		1.2k	49.89	View chart
Ishares U.s. Financial Services Etf Uie (IYG)	0.0	$59k		652.00	90.49	View chart
Vanguard Small-cap Indexfund Etf Shares Uie (VB)	0.0	$59k	-13%	194.00	303.38	View chart
Vanguard Mega Cap Index Fund Etf Shares Uie (MGC)	0.0	$59k		215.00	273.27	View chart
Vanguard Small-cap Growth Index Fund Etf Shares Uie (VBK)	0.0	$55k	NEW	151.00	366.07	View chart
Bitwise Xrp Etf Uie (XRP)	0.0	$55k	+369%	4.7k	11.66	View chart
Lam Research (LRCX)	0.0	$52k		120.00	433.33	View chart
Enb Financial Corp Pa (ENBP)	0.0	$52k		1.9k	27.55	View chart
State Street Spdr S&p Kensho New Economies Composite Etf Uie (KOMP)	0.0	$50k		703.00	71.50	View chart
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)	0.0	$50k	-29%	504.00	98.98	View chart
Global X Lithium & Battery Tech Etf Uie (LIT)	0.0	$50k		634.00	78.27	View chart
State Street Spdr Portfolio S&p 500 Etf Uie (SPYM)	0.0	$49k		559.00	87.88	View chart
Ishares U.s. Tech Breakthrough Multisectoretf Uie (TECB)	0.0	$49k		678.00	71.75	View chart
Vanguard Short-term Bondindex Fund Etf Shares Uie (BSV)	0.0	$47k		602.00	77.95	View chart
State Street Spdr Us Large Cap Low Volatilityindex Etf Uie (LGLV)	0.0	$47k		257.00	181.66	View chart
State Street Spdr Dow Jones Industrial Averageetf Trust Uie (DIA)	0.0	$46k		88.00	521.47	View chart
Ishares S&p Mid-cap 400 Growth Etf Uie (IJK)	0.0	$45k		381.00	117.37	View chart
Ishares Msci Acwi Ex U.s. Etf Uie (ACWX)	0.0	$44k		581.00	76.11	View chart
Schwab Short-term U.s. Treasury Etf Uie (SCHO)	0.0	$44k	-23%	1.8k	24.14	View chart
Columbia Research Enhanced Core Etf Uie (RECS)	0.0	$44k		1.0k	43.27	View chart
Super Micro Computer Inc Com Usd0.001 (SMCI)	0.0	$43k		1.5k	29.33	View chart
Dell Technologies (DELL)	0.0	$43k	NEW	100.00	431.46	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Uie (VIG)	0.0	$43k	-29%	181.00	236.94	View chart
Wisdomtree U.s. Largecapdividend Fund Uie (DLN)	0.0	$43k		445.00	96.22	View chart
UnitedHealth (UNH)	0.0	$43k		103.00	414.43	View chart
Principal Financial (PFG)	0.0	$41k		381.00	107.78	View chart
Vanguard Value Index Fund Etf Shares Uie (VTV)	0.0	$41k		187.00	217.70	View chart
First Trust Large Cap Growth Alphadex Fund Uie (FTC)	0.0	$41k		209.00	193.77	View chart
Ishares Core 60/40 Balanced Allocation Etf Uie (AOR)	0.0	$40k		581.00	69.48	View chart
Johnson & Johnson (JNJ)	0.0	$39k		154.00	254.18	View chart
Bristol Myers Squibb (BMY)	0.0	$37k		646.00	57.61	View chart
Palo Alto Networks (PANW)	0.0	$36k		106.00	341.02	View chart
Altc Acquisition Corp (OKLO)	0.0	$35k		665.00	52.33	View chart
Kraft Heinz (KHC)	0.0	$34k	+2500%	1.5k	23.62	View chart
T. Rowe Price Growth Etf Uie (TGRT)	0.0	$33k		731.00	45.73	View chart
Applied Materials (AMAT)	0.0	$33k		45.00	723.00	View chart
Ishares S&p Mid-cap 400 Value Etf Uie (IJJ)	0.0	$32k		213.00	148.05	View chart
Norfolk Southern (NSC)	0.0	$32k		100.00	314.59	View chart
Invesco S&p Midcap Low Volatility Etf Uie (XMLV)	0.0	$31k		474.00	66.32	View chart
Campbell Soup Company (CPB)	0.0	$31k	NEW	1.4k	22.27	View chart
Avantis Us Small Cap Value Etf Uie (AVUV)	0.0	$31k		248.00	124.65	View chart
Ishares U.s. Basic Materials Etf Uie (IYM)	0.0	$31k		172.00	179.46	View chart
General Motors Company (GM)	0.0	$31k		400.00	77.08	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Adr (ASML)	0.0	$30k	NEW	15.00	1989.47	View chart
Aris Mng Corp F FGC (ARIS)	0.0	$30k		2.0k	14.91	View chart
First Trust Long/short Equity Etf Uie (FTLS)	0.0	$30k	+6%	400.00	73.86	View chart
Casella Waste Systems (CWST)	0.0	$29k	+50%	300.00	96.97	View chart
Wisdomtree Artificial Intelligence And Innovation Fund Uie (WTAI)	0.0	$29k		613.00	47.45	View chart
Ishares Edge Msci Intl Value Factor Etf Uie (IVLU)	0.0	$29k		693.00	41.85	View chart
Schwab U.s. Mid-cap Etf Uie (SCHM)	0.0	$29k		779.00	36.87	View chart
Ishares Core Msci Eafe Etf Uie (IEFA)	0.0	$29k		296.00	96.58	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Uie (SPSM)	0.0	$29k		495.00	57.67	View chart
First Trust Nasdaq Technology Dividend Index Fund Uie (TDIV)	0.0	$28k		245.00	114.88	View chart
Ishares Msci Emerging Markets Etf Uie (EEM)	0.0	$28k		409.00	68.44	View chart
Ishares Transportation Average Etf Uie (IYT)	0.0	$28k		318.00	86.77	View chart
First Eagle Overseas Equity Etf Uie (FEOE)	0.0	$27k		505.00	53.44	View chart
Roundhill Memory Etf Uie	0.0	$27k	NEW	365.00	73.85	View chart
Square Inc cl a (XYZ)	0.0	$27k		350.00	76.00	View chart
Ford Motor Company (F)	0.0	$26k		1.9k	13.90	View chart
Altria (MO)	0.0	$26k	+2%	363.00	71.93	View chart
Tractor Supply Company (TSCO)	0.0	$26k		825.00	31.61	View chart
Prologis Inc Reit Ret (PLD)	0.0	$25k		183.00	135.47	View chart
Ishares Core S&p Small-cap Etf Uie (IJR)	0.0	$25k	+3%	165.00	148.59	View chart
Bitwise Crypto Industry Innovators Etf Uie (BITQ)	0.0	$25k		1.0k	24.50	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Uie (VEA)	0.0	$24k		342.00	71.25	View chart
Energy Transfer MLP (ET)	0.0	$24k		1.3k	19.12	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uie (SPMD)	0.0	$24k	-48%	359.00	67.48	View chart
Abrdn Physical Precious Metals Basket Shares Etf Uie (GLTR)	0.0	$24k	-88%	130.00	181.15	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$24k		200.00	117.67	View chart
Ishares Latin America 40etf Uie (ILF)	0.0	$23k	-95%	686.00	33.74	View chart
Advisorshares Focused Equity Etf Uie (CWS)	0.0	$23k		331.00	68.11	View chart
Ishares Msci World Etf Uie (URTH)	0.0	$22k		108.00	201.82	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Uie (MDYG)	0.0	$22k		194.00	112.09	View chart
Travelers Companies (TRV)	0.0	$21k		65.00	328.43	View chart
Ligand Pharmaceuticals In (LGND)	0.0	$21k		66.00	316.09	View chart
Wal-Mart Stores (WMT)	0.0	$21k		182.00	113.57	View chart
Ishares Russell 1000 Value Etf Uie (IWD)	0.0	$21k		85.00	242.44	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Uie (MDYV)	0.0	$21k		216.00	94.85	View chart
Global X U.s. Infrastructure Development Etf Uie (PAVE)	0.0	$21k	+5%	348.00	58.84	View chart
Ishares Msci Eafe Etf Uie (EFA)	0.0	$20k		192.00	103.94	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Uie (HELO)	0.0	$20k	-4%	288.00	67.55	View chart
McDonald's Corporation (MCD)	0.0	$19k		71.00	270.11	View chart
Robinhood Mkts (HOOD)	0.0	$19k		185.00	100.28	View chart
Linde Plc F Fgo (LIN)	0.0	$18k	+2%	35.00	514.06	View chart
Sofi Technologies (SOFI)	0.0	$18k		1.0k	17.93	View chart
Spdr Gold Shares Uie (GLD)	0.0	$18k		48.00	368.38	View chart
Ishares A.i. Innovation And Tech Active Etf Uie (BAI)	0.0	$18k		335.00	52.71	View chart
Vanguard Russell 1000 Index Fund Etf Shares Uie (VONE)	0.0	$17k		51.00	338.73	View chart
Netflix (NFLX)	0.0	$17k		240.00	71.40	View chart
Parker-Hannifin Corporation (PH)	0.0	$17k		17.00	991.71	View chart
Pacer Us Small Cap Cash Cows 100 Etf Uie (CALF)	0.0	$17k		328.00	50.67	View chart
Intel Corporation (INTC)	0.0	$17k		119.00	139.21	View chart
Dimensional U.s. Small Cap Etf Uie (DFAS)	0.0	$16k		195.00	82.34	View chart
Vanguard Russell 2000 Value Index Fund Etf Shares Uie (VTWV)	0.0	$16k		80.00	195.44	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.0	$15k		46.00	335.11	View chart
Victoryshares Core Plus Bond Etf Uie (UBND)	0.0	$15k	-88%	696.00	21.72	View chart
Quarterhill Inc F FGC	0.0	$15k	NEW	8.8k	1.68	View chart
Vanguard International High Dividend Yield Index Fund Etf Shares Uie (VYMI)	0.0	$15k		151.00	98.20	View chart
Ishares U.s. Medical Devices Etf Uie (IHI)	0.0	$15k	-23%	299.00	49.42	View chart
Vanguard Russell 1000 Growth Index Fund Etf Shares Uie (VONG)	0.0	$14k		112.00	127.81	View chart
Carnival Corp Ltd F Fgo (CCL)	0.0	$14k	NEW	500.00	28.57	View chart
Ishares Iboxx Investment Grade Corporate Bond Etf Uie (LQD)	0.0	$13k		122.00	109.07	View chart
Duke Energy (DUK)	0.0	$13k		104.00	126.58	View chart
State Street Spdr S&p Health Care Equipment Etf Uie (XHE)	0.0	$13k		150.00	84.36	View chart
Pfizer (PFE)	0.0	$13k		524.00	24.08	View chart
Jpmorgan Ultra-short Income Etf Uie (JPST)	0.0	$13k		249.00	50.57	View chart
Vanguard Short Term Cor Bd Etf Uie (VCSH)	0.0	$13k		159.00	79.03	View chart
Texas Instruments Incorporated (TXN)	0.0	$12k		41.00	298.07	View chart
Innovator U.s. Equity Buffer Etf - July Uie (BJUL)	0.0	$12k		217.00	54.31	View chart
General Dynamics Corporation (GD)	0.0	$12k	+3%	33.00	351.64	View chart
State Street Health Careselect Sector Spdr Etf Uie (XLV)	0.0	$12k	-39%	73.00	158.00	View chart
Spotify Technology S A F Fgo (SPOT)	0.0	$12k		25.00	459.12	View chart
Bank of America Corporation (BAC)	0.0	$11k		199.00	56.98	View chart
Proshares S&p 500 Dividend Aristocrats Etf Uie (NOBL)	0.0	$11k	+100%	200.00	56.16	View chart
Ishares Core Msci Emerging Markets Etf Uie (IEMG)	0.0	$11k		135.00	82.84	View chart
Dollar General (DG)	0.0	$11k	NEW	95.00	115.11	View chart
Ark Space & Defense Innovation Etf Uie (ARKX)	0.0	$11k		313.00	34.12	View chart
Nasdaq Omx (NDAQ)	0.0	$10k		132.00	78.74	View chart
Occidental Petroleum Corporation (OXY)	0.0	$10k		213.00	48.55	View chart
Hershey Company (HSY)	0.0	$10k		57.00	175.46	View chart
Ishares Russell 2000 Value Etf Uie (IWN)	0.0	$9.8k		44.00	223.32	View chart
Mondelez Int (MDLZ)	0.0	$9.8k		169.00	57.84	View chart
Harmony Gold Mng Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (HMY)	0.0	$9.4k		619.00	15.21	View chart
CVS Caremark Corporation (CVS)	0.0	$9.4k		91.00	103.45	View chart
Cisco Systems (CSCO)	0.0	$9.4k	NEW	80.00	117.46	View chart
First Horizon 6.5 Pfdpfd Ser E Pre (FHN.PE)	0.0	$9.4k		400.00	23.48	View chart
Walt Disney Company (DIS)	0.0	$9.2k		96.00	95.94	View chart
Schwab U.s. Reit Etf Uie (SCHH)	0.0	$9.1k		386.00	23.68	View chart
Nxp Semiconductors N V F Fgo (NXPI)	0.0	$8.7k		31.00	281.03	View chart
Mp Materials Corp (MP)	0.0	$8.7k	+3%	155.00	56.01	View chart
Verizon Communications (VZ)	0.0	$8.5k		200.00	42.34	View chart
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal Uie (RSPF)	0.0	$8.4k		108.00	77.55	View chart
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)	0.0	$8.3k		113.00	73.41	View chart
Ishares Select Dividend Etf Uie (DVY)	0.0	$8.3k		53.00	156.30	View chart
At&t (T)	0.0	$8.3k		400.00	20.70	View chart
Ishares S&p 100 Etf Uie (OEF)	0.0	$8.3k	+4%	23.00	358.78	View chart
Carrier Global Corporation (CARR)	0.0	$8.1k		110.00	73.35	View chart
Sirius XM Holdings (SIRI)	0.0	$8.0k		270.00	29.54	View chart
Gildan Activewear Inc Fclass A FGC (GIL)	0.0	$7.9k		153.00	51.60	View chart
Blackrock Esg Capital Al Cem (ECAT)	0.0	$7.9k		500.00	15.72	View chart
Northrop Grumman Corporation (NOC)	0.0	$7.8k		15.00	521.87	View chart
Ishares Core S&p Mid-capetf Uie (IJH)	0.0	$7.7k	+33%	100.00	77.11	View chart
Jpmorgan Active Value Etf Uie (JAVA)	0.0	$7.6k		96.00	79.53	View chart
State Street Spdr Portfolio Mortgage Backed Bond Etf Uie (SPMB)	0.0	$7.6k	NEW	341.00	22.31	View chart
Cigna Corp (CI)	0.0	$6.6k		24.00	275.67	View chart
Ishares Russell 2000 Etf Uie (IWM)	0.0	$6.6k	-77%	22.00	300.45	View chart
State Street Industrial Select Sector Spdr Etf Uie (XLI)	0.0	$6.4k		34.00	187.71	View chart
Fidelity Wise Origin Bitcoin Fund Uie (FBTC)	0.0	$6.4k		125.00	51.05	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP)	0.0	$6.4k		172.00	36.95	View chart
Electronic Arts (EA)	0.0	$6.3k	+3%	31.00	204.55	View chart
Ishares Msci Global Metals & Mining Producers Etf Uie (PICK)	0.0	$6.2k	NEW	106.00	58.15	View chart
Citigroup (C)	0.0	$6.2k		44.00	139.95	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uie (VWO)	0.0	$5.9k		99.00	59.69	View chart
Ge Healthcare Technologies I (GEHC)	0.0	$5.9k		92.00	64.01	View chart
Grayscale Bitcoin Trust Etf Uie (GBTC)	0.0	$5.9k		129.00	45.52	View chart
Southwest Airlines (LUV)	0.0	$5.9k		114.00	51.42	View chart
S&T Ban (STBA)	0.0	$5.8k		118.00	49.08	View chart
State Street Spdr Portfolio Emerging Markets Etf Uie (SPEM)	0.0	$5.5k		106.00	51.78	View chart
First Trust Value Line Dividend Index Fund Uie (FVD)	0.0	$5.4k		113.00	48.18	View chart
First Trust Wcm International Equity Etf Uie (WCMI)	0.0	$5.4k		278.00	19.55	View chart
United Parcel Service (UPS)	0.0	$5.4k		50.00	107.50	View chart
Denali Therapeutics (DNLI)	0.0	$5.1k		200.00	25.72	View chart
Starbucks Corporation (SBUX)	0.0	$5.1k		50.00	102.20	View chart
International Business Machines (IBM)	0.0	$5.1k		18.00	281.61	View chart
First Trust North American Energy Infrastructure Fund Uie (EMLP)	0.0	$4.6k		106.00	43.50	View chart
Ishares China Large-cap Etf Uie (FXI)	0.0	$4.6k		145.00	31.54	View chart
F.N.B. Corporation (FNB)	0.0	$4.5k		237.00	19.08	View chart
Omni (OMC)	0.0	$4.4k		61.00	72.87	View chart
Otis Worldwide Corp (OTIS)	0.0	$3.9k		55.00	71.60	View chart
Newmont Mining Corporation (NEM)	0.0	$3.8k	-93%	41.00	93.39	View chart
Schwab U.s. Broad Marketetf Uie (SCHB)	0.0	$3.7k		128.00	29.01	View chart
Pan Amern Silver Corp F FGC (PAAS)	0.0	$3.6k	-93%	81.00	44.79	View chart
Fabrinet F Fgo (FN)	0.0	$3.4k	NEW	6.00	562.00	View chart
Wabtec Corporation (WAB)	0.0	$3.0k		11.00	269.64	View chart
Agnico Eagle Mines Ltd F FGC (AEM)	0.0	$2.9k		19.00	155.11	View chart
Oracle Corporation (ORCL)	0.0	$2.9k		20.00	146.55	View chart
The Hartford Ins 6 Pfdpfd Ser G Pre (HIG.PG)	0.0	$2.9k		115.00	24.80	View chart
Vanguard Intermediate-term Bond Index Fund Etf Shares Uie (BIV)	0.0	$2.8k		37.00	76.70	View chart
Ark Blockchain & Fintechinnovation Etf Uie (ARKF)	0.0	$2.8k		70.00	39.46	View chart
Jpmorgan Chas 5.75 Pfdpfd Ser Dd Pre (JPM.PD)	0.0	$2.8k		115.00	24.01	View chart
Warner Bros. Discovery (WBD)	0.0	$2.6k		99.00	26.66	View chart
Ishares Silver Trust Uie (SLV)	0.0	$2.6k	-99%	49.00	53.47	View chart
Abrdn Global Dynamic Div Cem (AGD)	0.0	$2.6k		216.00	12.11	View chart
Metlife Inc 5.625 Pfdpfd Ser E Pre (MET.PE)	0.0	$2.6k		114.00	22.55	View chart
SYSCO Corporation (SYY)	0.0	$2.3k		28.00	83.57	View chart
Delta Air Lines (DAL)	0.0	$2.2k	NEW	24.00	93.12	View chart
Te Connectivity Plc F Fgo (TEL)	0.0	$2.2k		11.00	201.64	View chart
Invesco S&p 500 Equal Weight Materials Etf Uie (RSPM)	0.0	$2.1k		55.00	38.64	View chart
Essential Utils (WTRG)	0.0	$1.9k		50.00	38.32	View chart
Medtronic Plc F Fgo (MDT)	0.0	$1.8k		23.00	78.22	View chart
Veeva Sys Inc cl a (VEEV)	0.0	$1.8k	NEW	10.00	177.50	View chart
Innovator U.s. Equity Buffer Etf - April Uie (BAPR)	0.0	$1.7k		32.00	53.25	View chart
Petroleo Brasileiro Sa Fsponsored Adr 1 Adr Reps 2 Ord Adr (PBR)	0.0	$1.6k		100.00	16.16	View chart
Copart (CPRT)	0.0	$1.5k		54.00	28.19	View chart
Leadersharestm Alphafactor Us Core Equity Etf Uie (LSAF)	0.0	$1.5k		29.00	51.79	View chart
Johnson Controls Int F Fgo (JCI)	0.0	$1.5k		10.00	146.10	View chart
Dutch Bros (BROS)	0.0	$1.4k		20.00	71.80	View chart
Ishares Msci Brazil Small-cap Etf Uie (EWZS)	0.0	$1.4k		110.00	12.98	View chart
First Trust Enhanced Short Maturity Etf Uie (FTSM)	0.0	$1.4k		23.00	59.74	View chart
Lennar Corporation (LEN)	0.0	$1.4k		15.00	90.47	View chart
Organon & Co (OGN)	0.0	$1.3k		98.00	13.54	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL)	0.0	$1.2k		20.00	60.10	View chart
Cronos Group Inc F FGC (CRON)	0.0	$1.1k		396.00	2.78	View chart
Cyberloq Technologies In (CLOQ)	0.0	$1.1k		8.6k	0.13	View chart
Leadershares Alphafactortactical Focused Etf Uie (LSAT)	0.0	$982.999600		22.00	44.68	View chart
Metropcs Communications (TMUS)	0.0	$839.000000		5.00	167.80	View chart
First Trust Inter Dur Pr Cem (FPF)	0.0	$835.999400		46.00	18.17	View chart
Omniab (OABI)	0.0	$794.999900		323.00	2.46	View chart
Coupang (CPNG)	0.0	$695.000000	-89%	40.00	17.38	View chart
Ishares 20 Year Treasury Bond Etf Uie (TLT)	0.0	$691.000000		8.00	86.38	View chart
Grayscale Bitcoin Mini Trust Etf Uie (BTC)	0.0	$649.000000		25.00	25.96	View chart
Marvell Technology (MRVL)	0.0	$596.000000	NEW	2.00	298.00	View chart
Virtus Investment Partners (VRTS)	0.0	$574.000000	NEW	4.00	143.50	View chart
Axon Enterprise (AXON)	0.0	$561.000000	NEW	1.00	561.00	View chart
Opendoor Technologies (OPEN)	0.0	$554.004000		120.00	4.62	View chart
Advisorshares Pure Us Cannabis Etf Uie (MSOS)	0.0	$527.997600		104.00	5.08	View chart
Fs Kkr Capital Corp (FSK)	0.0	$462.000000	-75%	44.00	10.50	View chart
Graphite One Inc F FGC (GPHOF)	0.0	$445.997400	NEW	642.00	0.69	View chart
USA Rare Earth Inc A (USAR)	0.0	$432.000000	NEW	20.00	21.60	View chart
Definium Therapeutics F FGC (DFTX)	0.0	$376.000000	NEW	8.00	47.00	View chart
American Express Company (AXP)	0.0	$343.000000		1.00	343.00	View chart
State Street Spdr S&p Global Infrastructure Etf Uie (GII)	0.0	$303.000000	NEW	4.00	75.75	View chart
Uniti Group (UNIT)	0.0	$287.000000		25.00	11.48	View chart
Origin Matls Inc Class Class A (ORGN)	0.0	$282.007500		285.00	0.99	View chart
Transocean Ltd F Fgo (RIG)	0.0	$280.001100		57.00	4.91	View chart
Okta Inc cl a (OKTA)	0.0	$273.000000		2.00	136.50	View chart
Kyndryl Holdings Ord Wi (KD)	0.0	$259.998900		23.00	11.30	View chart
Corning Incorporated (GLW)	0.0	$255.000000	NEW	1.00	255.00	View chart
Ishares Global Clean Energy Etf Uie (ICLN)	0.0	$249.000000		12.00	20.75	View chart
Redwire Corporation (RDW)	0.0	$245.000000	NEW	20.00	12.25	View chart
Tempus Ai (TEM)	0.0	$232.000000	NEW	4.00	58.00	View chart
Coda Octopus Group (CODA)	0.0	$224.999800	NEW	23.00	9.78	View chart
Snap Inc cl a (SNAP)	0.0	$222.000000		50.00	4.44	View chart
Fairlead Tactical Sectorfund Uie (TACK)	0.0	$220.999800		7.00	31.57	View chart
Millrose Pptys Inc Com Cl A (MRP)	0.0	$210.000000		7.00	30.00	View chart
Adobe Systems Incorporated (ADBE)	0.0	$205.000000		1.00	205.00	View chart
Rocket Lab Corp (RKLB)	0.0	$203.000000	NEW	2.00	101.50	View chart
Sk Telecom Co Ltd Fsponsored Adr 0.555555555556 Ord Adr (SKM)	0.0	$193.000200	NEW	6.00	32.17	View chart
Ast Spacemobile Inc Com Cl A (ASTS)	0.0	$178.000000	NEW	2.00	89.00	View chart
U.s. Global Technology And Aerospace & Defense Etf Uie (WAR)	0.0	$172.000000	NEW	5.00	34.40	View chart
Neurocrine Biosciences (NBIX)	0.0	$169.000000	NEW	1.00	169.00	View chart
Pentair Plc F Fgo (PNR)	0.0	$153.000000		2.00	76.50	View chart
Vectrus (VVX)	0.0	$149.000000	NEW	2.00	74.50	View chart
Ses Ai Cl A (SES)	0.0	$144.000000	NEW	150.00	0.96	View chart
Red Cat Hldgs (RCAT)	0.0	$138.000200	NEW	13.00	10.62	View chart
Magna Intl Inc F FGC (MGA)	0.0	$131.000000	NEW	2.00	65.50	View chart
Wrap Technologies (WRAP)	0.0	$129.000000		100.00	1.29	View chart
Lucid Group (LCID)	0.0	$100.000500		15.00	6.67	View chart
Pure Storage Inc - Class A (P)	0.0	$79.000000		1.00	79.00	View chart
Barrick Mng Corp F FGC (B)	0.0	$73.000000	NEW	2.00	36.50	View chart
The Magnum Ice Cream C F Fgo (MICC)	0.0	$70.000000		4.00	17.50	View chart
Momentus (MNTS)	0.0	$67.000000	NEW	10.00	6.70	View chart
Vertical Aerospace Ltd F Fgo (EVTL)	0.0	$63.998900	NEW	37.00	1.73	View chart
Xai Floating Rate & Alte Cem (XFLT)	0.0	$53.000100	NEW	3.00	17.67	View chart
Canopy Growth Corp F FGC (CGC)	0.0	$41.000500		43.00	0.95	View chart
Amc Entertainment (AMC)	0.0	$40.000800		21.00	1.90	View chart
Virgin Galactic Holdings (SPCE)	0.0	$29.000000	NEW	10.00	2.90	View chart
Ammpower Corp F FGC (AMMPF)	0.0	$10.950000		1.5k	0.01	View chart
Bit Origin Ltd Fclass A Fgo (BTOG)	0.0	$10.000000		8.00	1.25	View chart
First Republic Bank/san F (FRCB)	0.0	$1.920000		1.6k	0.00	View chart
Opendoor Technolo 26 Wtswarrants Exp 11/20/26 War (OPENW)	0.0	$2.000000		4.00	0.50	View chart
Opendoor Technolo 26 Wtswarrants Exp 11/20/26 War (OPENL)	0.0	$1.000000		4.00	0.25	View chart
Opendoor Technolo 26 Wtswarrants Exp 11/20/26 War (OPENZ)	0.0	$1.000000		4.00	0.25	View chart

Past Filings by Comprehensive Financial Planning

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

Comprehensive Financial Planning 2026 Q2 filed Aug. 10, 2026
Comprehensive Financial Planning 2026 Q1 filed April 7, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z