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 |
|---|---|---|---|---|---|
| 301 | FTSMFIRST TRST ENHNCD SHRT MRTY ETF IV | 23 | $1.4M | 0.00% | |
| 302 | LSAFLEADERSHARS ALPHFCTR US CR EQ ETF IV | 29 | $1.2M | 0.00% | |
| 303 | CPNGCOUPANG INC CLASS A | 40 | $1.2M | 0.00% | |
| 304 | BTCGRAYSCALE BITCOIN MINI TRUST ETF | 25 | $1.2M | 0.00% | |
| 305 | TMUST-MOBILE US INC | 5 | $1.2M | 0.00% | |
| 306 | JCIJOHNSON CONTROLS INT F | 10 | $1.1M | 0.00% | |
| 307 | FEOEFIRST EAGLE OVERSEAS EQUITY ETF | 24 | $1.0M | 0.00% | |
| 308 | VAWVANGUARD MATERIALS ETF | 5 | $974K | 0.00% | |
| 309 | OGNORGANON & CO | 98 | $949K | 0.00% | |
| 310 | LSATLEADERSHRS ALPHAFCTR TACT FOCUS ETF | 22 | $871K | 0.00% | |
| 311 | FPFFIRST TRUST INT DUR PRF | 46 | $866K | 0.00% | |
| 312 | CRONCRONOS GROUP INC F | 396 | $756K | 0.00% | |
| 313 | TLTISHARES 20 PLS YEAR TREASURY BND ETF | 8 | $706K | 0.00% | |
| 314 | MOBXMOBIX LABS INC CLASS A | 625 | $478K | 0.00% | |
| 315 | SIRISIRIUSXM HLDGS INC EQUITCLASS EQUITY | 20 | $459K | 0.00% | |
| 316 | ADBEADOBE INC | 1 | $387K | 0.00% | |
| 317 | GEHCGE HEALTHCARE TECHNOLOGITENDER OFFER EXP: | 5 | $370K | 0.00% | |
| 318 | 3M4MASIMO CORP | 2 | $336K | 0.00% | |
| 319 | CCIVGBPLUCID GROUP INC | 155 | $327K | 0.00% | |
| 320 | AXPAMERICAN EXPRESS CO | 1 | $321K | 0.00% | |
| 321 | WABWABTEC | 1 | $209K | 0.00% | |
| 322 | PNRPENTAIR PLC F | 2 | $205K | 0.00% | |
| 323 | MRPMILLROSE PPTYS INC CLASS A | 7 | $200K | 0.00% | |
| 324 | OKTAOKTA INC CLASS A | 2 | $200K | 0.00% | |
| 325 | TACKFAIRLEAD TACTICAL SECTORETF | 7 | $198K | 0.00% | |
| 326 | ICLNISHARES GLOBAL CLEAN ENERGY ETF | 12 | $157K | 0.00% | |
| 327 | WRAPWRAP TECHNOLOGIES INC | 100 | $156K | 0.00% | |
| 328 | RIGTRANSOCEAN LTD F | 57 | $148K | 0.00% | |
| 329 | NVTNVENT ELEC PLC F | 2 | $147K | 0.00% | |
| 330 | KDKYNDRYL HLDGS INC | 3 | $126K | 0.00% | |
| 331 | AMCAMC ENTMT HLDGS INC CLASS A | 21 | $65K | 0.00% | |
| 332 | PSTGPURE STORAGE INC CLASS A | 1 | $58K | 0.00% | |
| 333 | NIONIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 15 | $51K | 0.00% | |
| 334 | WEEDCANOPY GROWTH CORP F | 35 | $43K | 0.00% | |
| 335 | WBDWARNER BROS DISCOVERY IN | 3 | $34K | 0.00% | |
| 336 | AMMPAMMPOWER CORP F | 1,500 | $29K | 0.00% | |
| 337 | FRCBFIRST REP BK SAN FRAN CA | 1,600 | $16K | 0.00% |
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