Portfolio (Quarterly)
Guide ↗
Comprehensive Financial Planning, Inc./PA
· CIK 0002044855| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | TER | TERADYNE INC | Technology | 42 | $8K | 0.01% | SOLD |
| 22 | SPMB | ST STRET SPDR PRTFL MRTGBCKD ETF IV | — | 341 | $8K | 0.01% | SOLD |
| 23 | HYG | ISHARES IBOXX HIGH YIELDBOND ETF | — | 94 | $8K | 0.01% | SOLD |
| 24 | MBB | ISHARES MBS ETF | — | 78 | $7K | 0.01% | SOLD |
| 25 | COF | CAPITAL ONE FINL CORP | Financial Services | 29 | $7K | 0.01% | SOLD |
| 26 | SCHW | CHARLES SCHWAB CORP | Financial Services | 67 | $7K | 0.00% | SOLD |
| 27 | RJF | RAYMOND JAMES FINL INC | Financial Services | 36 | $6K | 0.00% | SOLD |
| 28 | ADI | ANALOG DEVICES INC | Technology | 21 | $6K | 0.00% | SOLD |
| 29 | MS | MORGAN STANLEY | Financial Services | 31 | $6K | 0.00% | SOLD |
| 30 | ETN | EATON CORP PLC F | Industrials | 17 | $5K | 0.00% | SOLD |
| 31 | KKR | KKR & CO INC | Financial Services | 42 | $5K | 0.00% | SOLD |
| 32 | DHI | D R HORTON INC | Consumer Cyclical | 37 | $5K | 0.00% | SOLD |
| 33 | CEG | CONSTELLATION ENERGY COR | Utilities | 15 | $5K | 0.00% | SOLD |
| 34 | ANET | ARISTA NETWORKS INC | Technology | 39 | $5K | 0.00% | SOLD |
| 35 | RWK | INVESCO S P MIDCAP 400 REVENUE ETF | — | 39 | $5K | 0.00% | SOLD |
| 36 | DELL | DELL TECHNOLOGIES INC CLASS CLASS C | Technology | 38 | $5K | 0.00% | SOLD |
| 37 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 41 | $5K | 0.00% | SOLD |
| 38 | D | DOMINION ENERGY INC | Utilities | 80 | $5K | 0.00% | SOLD |
| 39 | PEG | PUBLIC SVC ENTERPRISE GR | Utilities | 53 | $4K | 0.00% | SOLD |
| 40 | BIL | ST STERT SPDR BLMBG 1 3 MN T BL ETF | — | 43 | $4K | 0.00% | SOLD |
Sector Allocation
Technology
52.1%
Financial Services
13.6%
Communication Services
9.6%
Consumer Cyclical
8.5%
Industrials
5.7%
Consumer Defensive
5.2%
Energy
1.8%
Utilities
1.4%
Healthcare
1.3%
Basic Materials
0.5%