CIK 2044855
Comprehensive Financial Planning, Inc./PA
Institutional 13F holdings & portfolio
Holdings
415
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 415
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VRT | VERTIV HLDGS CO CLASS CLASS A | 68 | $1K–$15K | SH |
| BJUL | INNOVATOR US EQUITY BUFFER ETF | 217 | $1K–$15K | SH |
| BAC | BANK OF AMERICA CORP | 199 | $1K–$15K | SH |
| GD | GENERAL DYNAMICS CORP | 32 | $1K–$15K | SH |
| DIS | DISNEY WALT CO | 95 | $1K–$15K | SH |
| HSY | HERSHEY CO | 57 | $1K–$15K | SH |
| T | AT&T INC | 400 | $1K–$15K | SH |
| IJH | ISHARES CORE S&P MID CAPETF | 150 | $1K–$15K | SH |
| FHN-PE | FIRST HORIZON 6.5 PFDPFD SER E | 400 | $1K–$15K | SH |
| ITB | ISHARES US HOME CONSTRUCT ETF | 100 | $1K–$15K | SH |
| GIL | GILDAN ACTIVEWEAR INC FCLASS CLASS A | 153 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC CLASS A | 169 | $1K–$15K | SH |
| XLY | STATE STRT CONS DSRY SLTSE SP ETF IV | 76 | $1K–$15K | SH |
| IEMG | ISHARES CORE MSCI EMERGING ETF | 135 | $1K–$15K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 129 | $1K–$15K | SH |
| NOC | NORTHROP GRUMMAN CORP | 15 | $1K–$15K | SH |
| OXY | OCCIDENTAL PETE CORP | 210 | $1K–$15K | SH |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | 288 | $1K–$15K | SH |
| RSPF | INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL | 108 | $1K–$15K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 113 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS I | 200 | $1K–$15K | SH |
| TER | TERADYNE INC | 42 | $1K–$15K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 44 | $1K–$15K | SH |
| OEF | ISHARES S&P 100 ETF | 22 | $1K–$15K | SH |
| ECAT | BLACKROCK ESG CPTL ALCTN | 500 | $1K–$15K | SH |
| SPMB | ST STRET SPDR PRTFL MRTGBCKD ETF IV | 341 | $1K–$15K | SH |
| HYG | ISHARES IBOXX HIGH YIELDBOND ETF | 94 | $1K–$15K | SH |
| MP | MP MATLS CORP CLASS CLASS A | 150 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGI | 92 | $1K–$15K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 53 | $1K–$15K | SH |
| MBB | ISHARES MBS ETF | 78 | $1K–$15K | SH |
| CVS | CVS HEALTH CORP | 91 | $1K–$15K | SH |
| VIS | VANGUARD INDUSTRIALS ETF | 24 | $1K–$15K | SH |
| TXN | TEXAS INSTRS INC | 41 | $1K–$15K | SH |
| COF | CAPITAL ONE FINL CORP | 29 | $1K–$15K | SH |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 95 | $1K–$15K | SH |
| NXPI | NXP SEMICONDUCTORS N V F | 31 | $1K–$15K | SH |
| SCHW | CHARLES SCHWAB CORP | 67 | $1K–$15K | SH |
| CI | THE CIGNA GROUP | 24 | $1K–$15K | SH |
| EA | ELECTRONIC ARTS INC | 30 | $1K–$15K | SH |
| AXP | AMERICAN EXPRESS CO | 17 | $1K–$15K | SH |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | 172 | $1K–$15K | SH |
| CARR | CARRIER GLOBAL CORP | 110 | $1K–$15K | SH |
| RJF | RAYMOND JAMES FINL INC | 36 | $1K–$15K | SH |
| ADI | ANALOG DEVICES INC | 21 | $1K–$15K | SH |
| MS | MORGAN STANLEY | 31 | $1K–$15K | SH |
| FXI | ISHARES CHINA LARGE CAP ETF | 143 | $1K–$15K | SH |
| ETN | EATON CORP PLC F | 17 | $1K–$15K | SH |
| SIRI | SIRIUSXM HLDGS INC EQUITCLASS EQUITY | 270 | $1K–$15K | SH |
| KKR | KKR & CO INC | 42 | $1K–$15K | SH |