• 13F History

Comprehensive Financial Planning, Inc./PA

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$118M
Signature - Title
Richard Walters - Chief Compliance Officer
Location
East Petersburg, PA
Summary
This page shows a list of all the recent 13F filings made by Comprehensive Financial Planning, Inc./PA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Comprehensive Financial Planning, Inc./PA reported 356 stock holdings with total value $118M as of Q4 2024. Top holdings included AAPL, NVDA, MSFT, META, and JAAA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 356 $118M $0 $0 AAPL, NVDA, MSFT, META, JAAA 13F-HR 1/28/2025, 06:21 PM