Comprehensive Financial Planning, Inc./PA Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$127.0B
Holdings
337
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (337 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CVXCHEVRON CORP NEW | 1,247 | $178.6M | 0.14% | |
| 102 | GOOGALPHABET INC CLASS C | 994 | $176.2M | 0.14% | |
| 103 | PANWPALO ALTO NETWORKS INC | 856 | $175.2M | 0.14% | |
| 104 | XLEENERGY SELECT SECTOR SPDR ETF | 2,002 | $169.8M | 0.13% | |
| 105 | UBERUBER TECHNOLOGIES INC | 1,735 | $161.9M | 0.13% | |
| 106 | WCNWASTE CONNECTIONS INC F | 800 | $149.4M | 0.12% | |
| 107 | SMCISUPER MICRO COMPUTER INC | 3,044 | $149.2M | 0.12% | |
| 108 | ALABASTERA LABS INC | 1,639 | $148.2M | 0.12% | |
| 109 | HDHOME DEPOT INC | 397 | $145.4M | 0.11% | |
| 110 | USVMVICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF | 1,649 | $138.4M | 0.11% | |
| 111 | VUGVANGUARD GROWTH ETF | 312 | $136.8M | 0.11% | |
| 112 | RPVINVSC S P 500 PURE VALUEETF | 1,444 | $135.4M | 0.11% | |
| 113 | TFLOISHARES TREASURY FLOATING RATE B ETF | 2,612 | $132.3M | 0.10% | |
| 114 | TDVGT ROWE PRICE DIVIDEND GROWTH ETF | 3,058 | $129.6M | 0.10% | |
| 115 | LYVLIVE NATION ENTMT INC | 788 | $119.2M | 0.09% | |
| 116 | TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 525 | $118.9M | 0.09% | |
| 117 | MDYSPDR S&P MIDCAP 400 ETF | 210 | $118.8M | 0.09% | |
| 118 | ARMARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 700 | $113.2M | 0.09% | |
| 119 | IXUSISHARES CORE MSCI TOTL INTL STCK ETF | 1,375 | $106.3M | 0.08% | |
| 120 | IJRISHARES CORE S&P SMALL CAP ETF | 972 | $106.3M | 0.08% | |
| 121 | VCRVANGUARD CONSUMER DISCRETIONARY ETF | 289 | $104.7M | 0.08% | |
| 122 | AQLTISHARES RUSSELL TOP 200 ETF | 680 | $104.1M | 0.08% | |
| 123 | MTUMISHARES MSCI USA MOMNTUMFCT ETF | 430 | $103.4M | 0.08% | |
| 124 | GABFGABELLI FINANCIAL SERVICES OPPOR ETF | 2,174 | $103.2M | 0.08% | |
| 125 | PNCPNC FINL SERVICES | 546 | $101.8M | 0.08% | |
| 126 | ABBVABBVIE INC | 539 | $100.0M | 0.08% | |
| 127 | AGGISHARES CORE US AGGREGATE BOND ETF | 992 | $98.4M | 0.08% | |
| 128 | QCOMQUALCOMM INC | 600 | $95.6M | 0.08% | |
| 129 | IWRISHARES RUSSELL MID CAP ETF | 993 | $91.3M | 0.07% | |
| 130 | JHMMJOHN HANCOCK MULTIFACTORMID CAP ETF | 1,470 | $89.9M | 0.07% | |
| 131 | AVDEAVANTIS INTERNATIONAL EQUITY ETF | 1,202 | $89.0M | 0.07% | |
| 132 | TSCOTRACTOR SUPPLY CO | 1,650 | $87.1M | 0.07% | |
| 133 | AMDADVANCED MICRO DEVIC | 600 | $85.1M | 0.07% | |
| 134 | MRKMERCK & CO. INC. | 1,054 | $83.4M | 0.07% | |
| 135 | VOOVVANGUARD S&P 500 VALUE ETF | 407 | $76.7M | 0.06% | |
| 136 | XLCCOMMUNICAT SVS SLCT SEC SPDR ETF | 672 | $72.9M | 0.06% | |
| 137 | PEPPEPSICO INC | 501 | $66.2M | 0.05% | |
| 138 | IXCISHARES GLOBAL ENERGY ETF | 1,618 | $63.6M | 0.05% | |
| 139 | DONSPDR DOW JONES INDUSTRIAL AVRG ETF | 142 | $62.6M | 0.05% | |
| 140 | ENBPENB FINL CORP | 3,579 | $62.3M | 0.05% | |
| 141 | IWFISHARES RUSSELL 1000 GROWTH ETF | 146 | $61.9M | 0.05% | |
| 142 | VVVANGUARD LARGE CAP ETF | 213 | $60.8M | 0.05% | |
| 143 | VLOVALERO ENERGY CORP NEW | 450 | $60.5M | 0.05% | |
| 144 | VTWORUSSELL 2000 ETF | 680 | $59.3M | 0.05% | |
| 145 | USMVISHARES MSCI USA MIN VOLFCTR ETF | 628 | $59.0M | 0.05% | |
| 146 | VBVANGUARD SMALL CAP ETF | 247 | $58.5M | 0.05% | |
| 147 | VOTVANGUARD MID CAP GROWTH ETF | 200 | $56.9M | 0.04% | |
| 148 | SCHOSCHWAB SHORT TERM US TREASURY ETF | 2,332 | $56.8M | 0.04% | |
| 149 | IYGISHARES US FINANCIAL SERETF | 645 | $55.2M | 0.04% | |
| 150 | RSPTINVSC SP 500 EQUAL WEIGHT TECH ETF | 1,350 | $55.1M | 0.04% | |
| 151 | AOMISHARES CORE 40 60 MOD ALL ETF | 1,177 | $54.2M | 0.04% | |
| 152 | HSYHERSHEY CO | 323 | $53.6M | 0.04% | |
| 153 | IBBISHARES BIOTECHNOLOGY ETF | 419 | $53.0M | 0.04% | |
| 154 | IWMISHARES RUSSELL 2000 ETF | 234 | $50.4M | 0.04% | |
| 155 | MGCVANGUARD MEGA CAP ETF | 212 | $47.7M | 0.04% | |
| 156 | UNHUNITEDHEALTH GROUP INC | 152 | $47.3M | 0.04% | |
| 157 | BSVVANGUARD SHORT-TERM BONDETF | 581 | $45.7M | 0.04% | |
| 158 | VTVVANGUARD VALUE ETF | 259 | $45.7M | 0.04% | |
| 159 | LGLVSPDR SSGA US LG CP LW VLT INX ETF | 252 | $44.0M | 0.03% | |
| 160 | AQLTISHARES CORE MSCI EAFE ETF | 509 | $42.5M | 0.03% | |
| 161 | AORISHARES CORE 60 40 BAL ALL ETF | 676 | $41.6M | 0.03% | |
| 162 | SPYMSPDR PORTFOLIO S&P 500 ETF | 559 | $40.6M | 0.03% | |
| 163 | PAASPAN AMERN SILVER CORP F | 1,336 | $37.9M | 0.03% | |
| 164 | NEMNEWMONT CORP | 638 | $37.1M | 0.03% | |
| 165 | RECSCOLUMBIA RESEARCH ENHANCED CR ETF | 1,007 | $37.0M | 0.03% | |
| 166 | TPLCTIMOTHY PLAN US LARG MD CP CR ETF | 817 | $36.7M | 0.03% | |
| 167 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 178 | $36.4M | 0.03% | |
| 168 | DLNWISDOMTREE US LARGECAP DIVIDEND ETF | 436 | $35.8M | 0.03% | |
| 169 | IHIISHARES US MEDICAL DEVICES ETF | 567 | $35.5M | 0.03% | |
| 170 | ACWXISHARES MSCI ACWI EX US ETF | 581 | $35.4M | 0.03% | |
| 171 | CWSTCASELLA WASTE SYS INC CLASS A | 300 | $34.6M | 0.03% | |
| 172 | IJKISHARES S&P MID CAP 400 GRWTH ETF | 378 | $34.4M | 0.03% | |
| 173 | FTLSFIRST TRUST LONG SHORT EQUITY ETF | 512 | $33.9M | 0.03% | |
| 174 | FTCFIRST TR LRG CP GRW ALPHADEX ETF | 209 | $31.6M | 0.02% | |
| 175 | XYZBLOCK INC A CLASS A | 450 | $30.6M | 0.02% | |
| 176 | BXBLACKSTONE INC | 200 | $29.9M | 0.02% | |
| 177 | TGRTT ROWE PRICE GROWTH ETF | 731 | $29.5M | 0.02% | |
| 178 | BMYBRISTOL MYERS SQUIBB CO | 620 | $28.7M | 0.02% | |
| 179 | XMLVINVSC S P MIDCAP LOW VOLATILITY ETF | 460 | $28.4M | 0.02% | |
| 180 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK E | 383 | $26.5M | 0.02% | |
| 181 | OXYOCCIDENTAL PETE CORP | 625 | $26.3M | 0.02% | |
| 182 | SNAPSNAP INC CLASS A | 3,000 | $26.1M | 0.02% | |
| 183 | IJJISHARES S&P MID CAP 400 VALUE ETF | 210 | $25.9M | 0.02% | |
| 184 | NSCNORFOLK SOUTHN CORP | 100 | $25.6M | 0.02% | |
| 185 | —LYNAS RARE EARTHS ORDF | 4,504 | $25.5M | 0.02% | |
| 186 | LITGLOBAL X LITHIUM & BATTERY TECH ETF | 630 | $24.2M | 0.02% | |
| 187 | JSCPJPMORGAN SHORT DURATION CORE PLU ETF | 500 | $23.7M | 0.02% | |
| 188 | IATISHARES US REGIONAL BANKS ETF | 474 | $23.5M | 0.02% | |
| 189 | CWSADVISORSHARES FOCUSED EQUITY ETF | 330 | $23.1M | 0.02% | |
| 190 | JNJJOHNSON & JOHNSON | 150 | $23.0M | 0.02% | |
| 191 | AVUVAVANTIS US SMALL CAP VALUE ETF | 246 | $22.4M | 0.02% | |
| 192 | TDIVFIRST TR NASDAQ TECH DIVIDX ETF | 245 | $22.1M | 0.02% | |
| 193 | IYTISHARES US TRANSPORTATION ETF | 315 | $21.6M | 0.02% | |
| 194 | AVEMAVANTIS EMERGING MARKETSEQ ETF | 304 | $20.8M | 0.02% | |
| 195 | JOYTJPMORGAN U S TECH LEADERS ETF IV | 241 | $20.4M | 0.02% | |
| 196 | MCDMCDONALDS CORP | 69 | $20.2M | 0.02% | |
| 197 | BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOP | 459 | $20.0M | 0.02% | |
| 198 | BITQBITWISE CRYPTO INDUSTRY INNOVAT ETF | 1,000 | $19.7M | 0.02% | |
| 199 | FFORD MTR CO DEL | 1,799 | $19.5M | 0.02% | |
| 200 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 342 | $19.5M | 0.02% |