CF
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Comprehensive Financial Planning, Inc./PA13F | |
| Comprehensive Financial Planning, Inc./PA | |
| Last update 2025-05-09 | 330 Stocks (12 new) |
| Value $103.00 Mil | Turnover 15 % |
Comprehensive Financial Planni... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 165,002 | 8,367.3 | +74.18% | 8.140 | +3.47% | 0.040 | +2.96% | +2.52% | 21,700.8 | ||
AAPL | Apple Inc | 31,816 | 7,067.5 | -3.16% | 6.870 | -0.22% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
META | Meta Platforms Inc | 8,686 | 5,006.4 | +5.21% | 4.870 | +0.24% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
VOO | Vanguard S&P 500 ETF | 8,422 | 4,328.4 | +3.87% | 4.210 | +0.16% | 0.000 | +17.21% | +7.08% | 654,655.2 | ||
XLG | Invesco S&P 500 Top 50 ETF | 91,580 | 4,214.6 | +25.38% | 4.100 | +0.83% | 0.050 | +18.63% | +5.61% | 9,533.6 | ||
NVDA | NVIDIA Corp | 29,206 | 3,165.4 | -39.81% | 3.080 | -2.19% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 5,496 | 3,088.3 | -31.00% | 3.000 | -1.23% | 0.000 | +17.02% | +7.08% | 622,054.4 | ||
MSFT | Microsoft Corp | 8,150 | 3,059.5 | -45.22% | 2.980 | -2.40% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AMZN | Amazon.com Inc | 12,982 | 2,470.0 | +4.37% | 2.400 | +0.10% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 4,175 | 2,223.5 | 0% | 2.160 | 0% | 0.000 | -9.21% | +4.98% | 1,026,074.7 | Insurance |
Comprehensive Financial Planning, Inc./PA's Historical Top Holdings Breakdowns
Comprehensive Financial Planning, Inc./PA's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +3.47% | 50.48 ($50.78) 51.04 | $50.62 | -0.32% | Add 74.18% | 165,002 | 70,270 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -2.40% | 375.39 ($407.71) 447.2 | $503.32 | 23.45% | Reduce -45.22% | 8,150 | -6,729 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -2.19% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Reduce -39.81% | 29,206 | -19,319 | |
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -2.11% | 22.25 ($22.67) 23 | $22.71 | 0.18% | Sold Out | 0 | -108,667 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -1.98% | 24.91 ($27.39) 29.02 | $29.35 | 7.16% | Reduce -58.87% | 58,753 | -84,109 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | Reduce Reduce | -1.98% | 89.18 ($97.46) 104.04 | $99.47 | 2.06% | Reduce -99.25% | 180 | -23,710 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.23% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Reduce -31% | 5,496 | -2,469 | |
JGRO | JPMorgan Active Growth ETF | 2025-03-31 | Add Add | +1.22% | 73.37 ($80.4) 85.29 | $85.90 | 6.84% | Add 399.95% | 21,218 | 16,974 | |
TCHP | T. Rowe Price Blue Chip Growth ETF | 2025-03-31 | Add Add | +1.22% | 37.86 ($41.62) 44.2 | $45.54 | 9.42% | Add 334.11% | 42,795 | 32,937 | |
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 2025-03-31 | Reduce Reduce | -1.07% | 188.17 ($213.52) 235.81 | $246.17 | 15.29% | Reduce -61.95% | 3,586 | -5,839 |
Comprehensive Financial Planning, Inc./PA Total Holding History ($B)
Comprehensive Financial Planning, Inc./PA's Asset Allocation
Comprehensive Financial Planning, Inc./PA Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Comprehensive Financial Planning, Inc./PA's Hypothetical Growth since 2025-03-31
Comprehensive Financial Planning, Inc./PA's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Comprehensive Financial Planning, Inc./PA's Holdings Heat Map
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Comprehensive Financial Planning, Inc./PA's Holdings Bubble Chart
Comprehensive Financial Planning, Inc./PA News
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