Comprehensive Financial Planning, Inc./PA has disclosed 330 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $103.00 Mil. The turnover rate is 15%.
In Comprehensive Financial Planning, Inc./PA's current portfolio as of 2025-03-31, the top 5 holdings are
Janus Henderson AAA CLO ETF (JAAA), Apple Inc (AAPL), Meta Platforms Inc (META), Vanguard S&P 500 ETF (VOO), Invesco S&P 500 Top 50 ETF (XLG), not including call and put options.
Comprehensive Financial Planning, Inc./PA did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Comprehensive Financial Planning, Inc./PA, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Comprehensive Financial Planning, Inc./PA, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Comprehensive Financial Planning, Inc./PA.