Portfolio (Quarterly)
Guide ↗
Comprehensive Financial Planning, Inc./PA
· CIK 0002044855| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | IGSB | ISHARES TR IS 1-5 YR IN GR CR BD ETF | — | 73 | $4K | 0.00% | SOLD |
| 42 | HII | HUNTINGTON INGALLS INDS | Industrials | 11 | $4K | 0.00% | SOLD |
| 43 | STRL | STERLING INFRASTRUCTURE | Industrials | 12 | $4K | 0.00% | SOLD |
| 44 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 12 | $3K | 0.00% | SOLD |
| 45 | STT | STATE STR CORP | Financial Services | 25 | $3K | 0.00% | SOLD |
| 46 | BLK | BLACKROCK INC NEW | Financial Services | 3 | $3K | 0.00% | SOLD |
| 47 | MRVL | MARVELL TECHNOLOGY INC | Technology | 37 | $3K | 0.00% | SOLD |
| 48 | CG | CARLYLE GROUP INC | Financial Services | 51 | $3K | 0.00% | SOLD |
| 49 | ADSK | AUTODESK INC | Technology | 10 | $3K | 0.00% | SOLD |
| 50 | CSCO | CISCO SYS INC | Technology | 38 | $3K | 0.00% | SOLD |
| 51 | MCHP | MICROCHIP TECHNOLOGY INC | Technology | 40 | $3K | 0.00% | SOLD |
| 52 | PWR | QUANTA SVCS INC | Industrials | 6 | $3K | 0.00% | SOLD |
| 53 | — | ANNALY CAP MGMT INC REIT | — | 112 | $3K | 0.00% | SOLD |
| 54 | ENB | ENBRIDGE INC F | Energy | 50 | $2K | 0.00% | SOLD |
| 55 | BOTZ | GLOBAL X ROBOTICS ARTFCLINTLGNC ETF | — | 66 | $2K | 0.00% | SOLD |
| 56 | JLL | JONES LANG LASALLE INC | Real Estate | 7 | $2K | 0.00% | SOLD |
| 57 | AMLP | ALPS ALERIAN MLP ETF | — | 49 | $2K | 0.00% | SOLD |
| 58 | HACK | AMPLIFY CYBERSECURITY ETF | — | 28 | $2K | 0.00% | SOLD |
| 59 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 1 | $2K | 0.00% | SOLD |
| 60 | HON | HONEYWELL INTL INC | Industrials | 10 | $2K | 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%