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 301–350 of 415
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBM | IBM CORP | 18 | $1K–$15K | SH |
| DHI | D R HORTON INC | 37 | $1K–$15K | SH |
| XLI | STATE STRT INDSTL SLCT SCTR SPDR ETF | 34 | $1K–$15K | SH |
| CEG | CONSTELLATION ENERGY COR | 15 | $1K–$15K | SH |
| FVD | FIRST TRUST VALUE DIVIDEND INDEX ETF | 113 | $1K–$15K | SH |
| C | CITIGROUP INC | 44 | $1K–$15K | SH |
| ANET | ARISTA NETWORKS INC | 39 | $1K–$15K | SH |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | 108 | $1K–$15K | SH |
| SPEM | SPDR INDEX SHARES EMERG MARKT ETF | 106 | $1K–$15K | SH |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | 50 | $1K–$15K | SH |
| RWK | INVESCO S P MIDCAP 400 REVENUE ETF | 39 | $1K–$15K | SH |
| OMC | OMNICOM GROUP INC | 59 | $1K–$15K | SH |
| OTIS | OTIS WORLDWIDE CORP | 55 | $1K–$15K | SH |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | 38 | $1K–$15K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 41 | $1K–$15K | SH |
| D | DOMINION ENERGY INC | 80 | $1K–$15K | SH |
| LUV | SOUTHWEST AIRLS CO | 112 | $1K–$15K | SH |
| STBA | S & T BANCORP INC | 118 | $1K–$15K | SH |
| INTC | INTEL CORP | 118 | $1K–$15K | SH |
| EFA | ISHARES MSCI EAFE ETF | 45 | $1K–$15K | SH |
| PEG | PUBLIC SVC ENTERPRISE GR | 53 | $1K–$15K | SH |
| FNB | F N B CORP PA | 237 | $1K–$15K | SH |
| EMLP | FIRST TRUST NORTH AMERICAN ENERG ETF | 106 | $1K–$15K | SH |
| BIL | ST STERT SPDR BLMBG 1 3 MN T BL ETF | 43 | $1K–$15K | SH |
| ORCL | ORACLE CORP | 20 | $1K–$15K | SH |
| IGSB | ISHARES TR IS 1-5 YR IN GR CR BD ETF | 73 | $1K–$15K | SH |
| HII | HUNTINGTON INGALLS INDS | 11 | $1K–$15K | SH |
| STRL | STERLING INFRASTRUCTURE | 12 | $1K–$15K | SH |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | 28 | $1K–$15K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 62 | $1K–$15K | SH |
| EXPE | EXPEDIA GROUP INC | 12 | $1K–$15K | SH |
| SCHB | SCHWAB US BROAD MARKET ETF | 128 | $1K–$15K | SH |
| ARKF | ARK BLOCKCHAIN AND FINTECH IN ETF | 70 | $1K–$15K | SH |
| DNLI | DENALI THERAPEUTICS INC | 200 | $1K–$15K | SH |
| FDN | FIRST TRUST INTERNET INDEX CF ETF | 12 | $1K–$15K | SH |
| STT | STATE STR CORP | 25 | $1K–$15K | SH |
| AEM | AGNICO EAGLE MINES LTD F | 19 | $1K–$15K | SH |
| BLK | BLACKROCK INC NEW | 3 | $1K–$15K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 37 | $1K–$15K | SH |
| CG | CARLYLE GROUP INC | 51 | $1K–$15K | SH |
| ADSK | AUTODESK INC | 10 | $1K–$15K | SH |
| CSCO | CISCO SYS INC | 38 | $1K–$15K | SH |
| BIV | VANGUARD INTERMEDIATE TERM BOND ETF | 37 | $1K–$15K | SH |
| HIG-PG | THE HARTFORD INS 6 PFDPFD SER G | 115 | $1K–$15K | SH |
| JPM-PD | JPMORGAN CHAS 5.75 PFDPFD SER DD | 115 | $1K–$15K | SH |
| WBD | WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26 | 99 | $1K–$15K | SH |
| FSK | FS KKR CAPITAL CORP | 183 | $1K–$15K | SH |
| MET-PE | METLIFE INC 5.625 PFDPFD SER E | 114 | $1K–$15K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC | 40 | $1K–$15K | SH |
| PWR | QUANTA SVCS INC | 6 | $1K–$15K | SH |