Comprehensive Financial Planning, Inc./PA
Top Portfolio Positions
174 positions ·
$50,859,909 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
42,762 | $7,457,692 | 14.66% | |
| AAPL |
Apple Inc.
Technology
|
28,602 | $7,258,901 | 14.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,825 | $3,332,657 | 6.55% | |
| MSFT |
Microsoft Corp
Technology
|
7,707 | $2,852,900 | 5.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,306 | $2,771,240 | 5.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,906 | $2,540,228 | 4.99% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,302 | $2,293,781 | 4.51% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
15,339 | $2,243,788 | 4.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,199 | $2,012,160 | 3.96% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
4,464 | $1,742,790 | 3.43% |
Portfolio Trend
6 quarters · across all stocks
Holdings in AGD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,332 | 216 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,518 | 216 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||