Comprehensive Financial Planning, Inc./PA

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
East Petersburg, PA
CIK
0002044855
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 330 102,833 JAAA, AAPL, META, VOO 13F-HR 5/9/2025 000204485525000005
Q4 2024 360 118,411 AAPL, NVDA, MSFT, META 13F-HR 1/28/2025 000204485525000001