Comprehensive Financial Planning, Inc./PA

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Richard Walters - Chief Compliance Officer
Location
East Petersburg, PA
Holdings as of
December 31, 2024
Value $
$118M
Num holdings
356
Date filed
1/28/2025, 06:21 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, NVDA, MSFT, META, and JAAA.
Next filing
Q1 2025 - May 9, 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Richard Walters Chief Compliance Officer East Petersburg, Pennsylvania 1/28/2025