Comprehensive Financial Planning, Inc./PA Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$102.8B

Holdings

330

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (330 positions)

#StockSharesValue% PortfolioType
301
BTCGRAYSCALE BITCOIN MINI TRUST ETF
25$912K0.00%
302
LSATLEADERSHRS ALPHAFCTR TACT FOCUS ETF
22$881K0.00%
303
FPFFIRST TRUST INT DUR PRF
46$845K0.00%
304
JCIJOHNSON CONTROLS INT F
10$801K0.00%
305
TLTISHARES 20 PLS YEAR TREASURY BND ETF
8$728K0.00%
306
CRONCRONOS GROUP INC F
396$716K0.00%
307
OKLOOKLO INC CLASS A
30$648K0.00%
308
MOBXMOBIX LABS INC CLASS A
625$558K0.00%
309
SIRISIRIUSXM HLDGS INC EQUITCLASS EQUITY
20$450K0.00%
310
GEHCGE HEALTHCARE TECHNOLOGY
5$403K0.00%
311
CCIVGBPLUCID GROUP INC
155$375K0.00%
312
3M4MASIMO CORP
2$333K0.00%
313
AXPAMERICAN EXPRESS CO
1$269K0.00%
314
TACKFAIRLEAD TACTICAL SECTORETF
7$190K0.00%
315
MRPMILLROSE PPTYS INC CLASS A
7$185K0.00%
316
RIGTRANSOCEAN LTD F
57$181K0.00%
317
WABWABTEC
1$181K0.00%
318
PNRPENTAIR PLC F
2$174K0.00%
319
WRAPWRAP TECHNOLOGIES INC
100$171K0.00%
320
ICLNISHARES GLOBAL CLEAN ENERGY ETF
11$135K0.00%
321
NVTNVENT ELEC PLC F
2$104K0.00%
322
KDKYNDRYL HLDGS INC
3$94K0.00%
323
AMCAMC ENTMT HLDGS INC CLASS A
21$60K0.00%
324
NIONIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
15$57K0.00%
325
PSTGPURE STORAGE INC CLASS A
1$44K0.00%
326
WBDWARNER BROS DISCOVERY INC
3$32K0.00%
327
WEEDCANOPY GROWTH CORP F
35$31K0.00%
328
AMMPAMMPOWER CORP F
1,500$27K0.00%
329
DJTTRUMP MEDIA & TECHNO
1$19K0.00%
330
FRCBFIRST REP BK SAN FRAN CA
1,600$5K0.00%
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