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 351–400 of 415
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AGD | ABRDN GLOBAL DYNAMIC DIV | 216 | $1K–$15K | SH |
| NLY | ANNALY CAP MGMT INC REIT | 112 | $1K–$15K | SH |
| TEL | TE CONNECTIVITY PLC F | 11 | $1K–$15K | SH |
| ENB | ENBRIDGE INC F | 50 | $1K–$15K | SH |
| BOTZ | GLOBAL X ROBOTICS ARTFCLINTLGNC ETF | 66 | $1K–$15K | SH |
| JLL | JONES LANG LASALLE INC | 7 | $1K–$15K | SH |
| WAB | WABTEC | 11 | $1K–$15K | SH |
| AMLP | ALPS ALERIAN MLP ETF | 49 | $1K–$15K | SH |
| HACK | AMPLIFY CYBERSECURITY ETF | 28 | $1K–$15K | SH |
| MDT | MEDTRONIC PLC F | 23 | $1K–$15K | SH |
| CPRT | COPART INC | 54 | $1K–$15K | SH |
| SYY | SYSCO CORP | 28 | $1K–$15K | SH |
| MELI | MERCADOLIBRE INC | 1 | $1K–$15K | SH |
| HON | HONEYWELL INTL INC | 10 | $1K–$15K | SH |
| WTRG | ESSENTIAL UTILS INC | 50 | $1K–$15K | SH |
| RSPM | INVSC SP 500 EQUAL WEIGHT MATRL ETF | 55 | $1K–$15K | SH |
| — | CYBERLOQ TECHNOLOGIES IN | 9K | $1K–$15K | SH |
| ORGN | ORIGIN MATLS INC CLASS CLASS A | 9K | $1K–$15K | SH |
| OZK | BANK OZK | 35 | $1K–$15K | SH |
| LEN | LENNAR CORP CLASS A | 15 | $1K–$15K | SH |
| BAPR | INNOVATOR US EQUITY BUFFER ETF | 32 | $1K–$15K | SH |
| EWZS | ISHARES MSCI BRAZIL SMALL CAP ETF | 110 | $1K–$15K | SH |
| HTT | HIGH TEMPLAR TECH FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 400 | $1K–$15K | SH |
| FTSM | FIRST TRST ENHNCD SHRT MRTY ETF IV | 23 | $1K–$15K | SH |
| KHC | KRAFT HEINZ CO | 56 | $1K–$15K | SH |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 20 | $1K–$15K | SH |
| LSAF | LEADERSHARS ALPHFCTR US CR EQ ETF | 29 | $1K–$15K | SH |
| BROS | DUTCH BROS INC CLASS A | 20 | $1K–$15K | SH |
| JCI | JOHNSON CONTROLS INT F | 10 | $1K–$15K | SH |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | 100 | $1K–$15K | SH |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | 24 | $1K–$15K | SH |
| CRON | CRONOS GROUP INC F | 396 | $1K–$15K | SH |
| VAW | VANGUARD MATERIALS ETF | 5 | $1K–$15K | SH |
| TMUS | T-MOBILE US INC | 5 | $1K–$15K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 25 | <$1K | SH |
| CPNG | COUPANG INC CLASS CLASS A | 40 | <$1K | SH |
| FPF | FIRST TRUST INT DUR PRF | 46 | <$1K | SH |
| LSAT | LEADERSHRS ALPHAFCTR TACT FOCUS ETF | 22 | <$1K | SH |
| OGN | ORGANON & CO | 98 | <$1K | SH |
| TLT | ISHARES 20 PLS YEAR TREASURY BND ETF | 8 | <$1K | SH |
| KD | KYNDRYL HLDGS INC | 23 | <$1K | SH |
| OABI | OMNIAB INC | 323 | <$1K | SH |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | 104 | <$1K | SH |
| SHOP | SHOPIFY INC FCLASS A | 3 | <$1K | SH |
| ADBE | ADOBE INC | 1 | <$1K | SH |
| MASI | MASIMO CORP | 2 | <$1K | SH |
| WRAP | WRAP TECHNOLOGIES INC | 100 | <$1K | SH |
| RIG | TRANSOCEAN LTD F | 57 | <$1K | SH |
| MRP | MILLROSE PPTYS INC CLASS A | 7 | <$1K | SH |
| TACK | FAIRLEAD TACTICAL SECTORETF | 7 | <$1K | SH |