Portfolio (Quarterly)
Guide ↗
Comprehensive Financial Planning, Inc./PA
· CIK 0002044855| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | — | ORIGIN MATLS INC CLASS CLASS A | — | 8,523 | $2K | 0.00% | SOLD |
| 62 | OZK | BANK OZK | Financial Services | 35 | $2K | 0.00% | SOLD |
| 63 | SHOP | SHOPIFY INC FCLASS A | Technology | 3 | $482.0 | — | SOLD |
| 64 | — | BIT ORIGIN LIMITED FCLASS A | — | 500 | $86.0 | — | SOLD |
| 65 | SOLS | SOLSTICE ADVANCED MATLS | Basic Materials | 1 | $48.0 | — | SOLD |
| 66 | — | SENTRY PETE LTD | — | 25 | — | — | 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%