Comprehensive Financial Planning Inc./PA Portfolio
Invests via Comprehensive Financial Planning Inc./PA | Managed by Richard J. Walters
Invests via Comprehensive Financial Planning Inc./PA
Managed by Richard J. Walters
Automatically Tracked
Company Profile
Regional wealth management and advisory firm focused on holistic financial planning for individuals, families and small institutions, offering retirement, tax-aware investment strategies and insurance solutions. Comprehensive Financial Planning Inc./PA positions itself as a client-centric RIAs-style practice serving high-net-worth and mass-affluent segments, integrating fee-based advisory with occasional commission products. Relevant to investors for predictable recurring fees, AUM growth sensitivity and local referral-driven distribution.
Regional wealth management and advisory firm focused on holistic financial planning for individuals, families and small institutions, offering retirement, tax-aware investment strategies and insurance solutions. Comprehensive Financial Planning Inc./PA positions itself as a client-centric RIAs-style practice serving high-net-worth and mass-affluent segments, integrating fee-based advisory with occasional commission products. Relevant to investors for predictable recurring fees, AUM growth sensitivity and local referral-driven distribution.
Investment Philosophy & Strategy
Operates a client-first, holistic wealth management model that prioritizes long-term financial planning and tax-aware, retirement-focused asset allocation. Emphasizes diversified, low-turnover portfolios blended with tactical fixed income and defensive equity sleeves to preserve capital for high-net-worth and mass-affluent clients while supporting predictable fee income. Capital deployment balances fee-based discretionary AUM growth with select commissionable insurance and annuity products to deepen client relationships and mitigate revenue cyclicality. Underwriting favors cash-flow resilient strategies, conservative drawdown tolerance, and multi-horizon planning; distribution is referral-driven, emphasizing service stickiness, recurring revenue scaling, and local market concentration.
Operates a client-first, holistic wealth management model that prioritizes long-term financial planning and tax-aware, retirement-focused asset allocation. Emphasizes diversified, low-turnover portfolios blended with tactical fixed income and defensive equity sleeves to preserve capital for high-net-worth and mass-affluent clients while supporting predictable fee income. Capital deployment balances fee-based discretionary AUM growth with select commissionable insurance and annuity products to deepen client relationships and mitigate revenue cyclicality. Underwriting favors cash-flow resilient strategies, conservative drawdown tolerance, and multi-horizon planning; distribution is referral-driven, emphasizing service stickiness, recurring revenue scaling, and local market concentration.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
30.98%
Gain +0.96%
Monthly
1.36%
Yearly
17.59%
Drawdown
18.9%
$188.25M
Equity
Holdings
$188.25M
Investment
$153.57M
$33.77M
Profit +$1.2M
Realized
-$905,150.09
Unrealized
$34.68M
Dividends
$2.79M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.96%
Profit
$1.2M
Win %
79%
This Week
Compared To Last Week
Gain
0.65%
Profit
$1.2M
Win %
79%
This Month
Compared to last month
Gain
3.99%
Profit
$7.21M
Win %
79%
This Year
Compared to last year
Gain
0.03%
Profit
$55,614.27
Win %
76%
GFLW
GFLW
+57.96%
+$247,710 
CWS AdvisorShares Focused Equity ETF
+5.29%
+$1,132.31 
SPOT Spotify Technology S.A.
+4.85%
+$592 
GPHOF Graphite One Inc.
+4.49%
+$17.91 
UBER Uber Technologies, Inc.
+4.01%
+$3,160.5 
NEM Newmont Corporation
+3.79%
+$175.48 
BP BP p.l.c. Sponsored ADR
+3%
+$215 
NFLX Netflix, Inc.
+2.9%
+$516 
MDT Medtronic plc
+2.58%
+$51.75 
IGV iShares Expanded Tech-Software Sector ETF
+2.26%
+$2,821.12 
NOW ServiceNow, Inc.
+2.05%
+$3,389.44 
MRK Merck & Co., Inc.
+1.82%
+$2,445.3 
IBB iShares Biotechnology ETF
+1.17%
+$937.86 
NOC Northrop Grumman Corporation
+1.1%
+$94.65 
GLD SPDR Gold Shares
+1.02%
+$195.36 
GOOGL Alphabet Inc
+0.91%
+$10,030.33 
EVTL Vertical Aerospace Ltd.
+0.73%
+$0.37 
WMT Walmart Inc.
+0.72%
+$147.42 
TSLA Tesla, Inc.
+0.7%
+$6,716.03 
JPM JPMorgan Chase & Co.
+0.64%
+$4,576.34 
COST Costco Wholesale Corporation
+0.52%
+$11,215.73 
RTX RTX Corporation
+0.49%
+$2,911.39 
AVLV Avantis U.S. Large Cap Value ETF
+0.42%
+$5,958.42 
CWST Casella Waste Systems Inc.
+0.25%
+$66 
BMY Bristol-Myers Squibb Company
+0.18%
+$77.52 
SPCE Virgin Galactic Holdings Inc.
+0.16%
+$0.05 
OPENZ Opendoor Technologies Inc. Series Z Warrant
+0.16%
$0 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+0.15%
+$18.57 
F Ford Motor Company
+0.14%
+$37.6 
FFTY Innovator IBD 50 ETF
+0.14%
+$653.25 
FROG JFrog Ltd
+0.1%
+$359.73 
SNDK SanDisk Corporation
+0.1%
+$1,664.33 
AVUV Avantis U.S. Small Cap Value ETF
+0.1%
+$29.76 
EMLP First Trust North American Energy Infrastructure Fund
+0.09%
+$4.24 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.09%
+$2,133.72 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.09%
+$2,840.13 
PBR Petrobras S.A. Sponsored ADR
+0.08%
+$1.5 
VLU SPDR S&P 1500 Value Tilt ETF
+0.08%
+$653.2 
FTLS First Trust Long/Short Equity ETF
+0.08%
+$24 
MTZ MasTec, Inc. Common Stock
+0.07%
+$186.58 
MRP Millrose Properties Inc.
+0.07%
+$0.14 
SKM SK Telecom Co., Ltd.
+0.06%
+$0.12 
TSCO Tractor Supply Company
+0.06%
+$16.5 
NVT nVent Electric plc
+0.06%
+$195.39 
VRTS Virtus Investment Partners Inc.
+0.05%
+$0.36 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.05%
+$659.6 
VBK Vanguard Small-Cap Growth ETF
+0.05%
+$25.67 
XSMO Invesco S&P SmallCap Momentum ETF
+0.04%
+$92.68 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+0.04%
$0 
DFTX Definium Therapeutics, Inc.
+0.04%
+$0.16 
MP MP Materials Corp.
+0.04%
+$3.1 
TEM Tempus AI, Inc.
+0.04%
+$0.08 
OGN Organon & Co.
+0.04%
+$0.49 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$16.49 
RKLB Rocket Lab Corporation
+0.04%
+$0.06 
XLF Financial Select Sector SPDR Fund
+0.04%
+$223.08 
DY Dycom Industries Inc.
+0.03%
+$106.13 
AIQ Global X Artificial Intelligence & Technology ETF
+0.03%
+$145.92 
AMAT Applied Materials, Inc.
+0.03%
+$7.2 
PAAS Pan American Silver Corp.
+0.03%
+$1.22 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$29.97 
AXP American Express Company
+0.03%
+$0.09 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$0.74 
AMD Advanced Micro Devices, Inc.
+0.03%
+$322.37 
ET Energy Transfer L.P.
+0.03%
+$6.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$2.7 
NSC Norfolk Southern Corporation
+0.02%
+$8 
B BARRICK MINING CORP Common Stock (ABR0)
+0.02%
+$0.02 
AEM Agnico Eagle Mines Limited
+0.02%
+$0.76 
VOOV Vanguard S&P 500 Value ETF
+0.02%
+$20.59 
T AT&T Inc.
+0.02%
+$2 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.02%
+$8.9 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$147.57 
SMH VanEck Semiconductor ETF
+0.02%
+$248.89 
OSCR Oscar Health, Inc.
+0.02%
+$54.16 
WCN Waste Connections Inc.
+0.02%
+$18 
IGM iShares Expanded Tech Sector ETF
+0.02%
+$444.9 
GIL Gildan Activewear Inc.
+0.02%
+$1.53 
SLV iShares Silver Trust
+0.02%
+$0.49 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$0.99 
IAT iShares U.S. Regional Banks ETF
+0.02%
+$56.14 
IYM iShares U.S. Basic Materials ETF
+0.02%
+$5.16 
RBC RBC Bearings Incorporated
+0.02%
+$51.23 
FXI iShares China Large-Cap ETF
+0.01%
+$0.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$3.42 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$9.05 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.01%
+$5.71 
SPMO Invesco S&P 500 Momentum ETF
+0.01%
+$93.43 
DUK Duke Energy Corporation
+0.01%
+$1.56 
IWD iShares Russell 1000 Value ETF
+0.01%
+$2.55 
JAVA JPMorgan Active Value ETF
+0.01%
+$0.96 
P Everpure Inc.
+0.01%
+$0.01 
OXY Occidental Petroleum Corporation
+0.01%
+$1.06 
PFG Principal Financial Group, Inc.
+0.01%
+$3.81 
JEPI JPMorgan Equity Premium Income Fund
+0.01%
+$41.13 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.01%
+$35.58 
NXPI NXP Semiconductors N.V.
+0.01%
+$0.62 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$2.04 
IVV iShares Core S&P 500 ETF
+0.01%
+$437.04 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$1.87 
TRV The Travelers Companies, Inc.
+0.01%
+$1.62 
VST Vistra Corp
+0.01%
+$17.46 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$1.65 
VTV Vanguard Value ETF
+0.01%
+$2.81 
QCOM QUALCOMM Incorporated
+0.01%
+$6 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$3.01 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$0.5 
NDAQ Nasdaq, Inc.
+0.01%
+$0.66 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$2.52 
URTH iShares MSCI World ETF
+0.01%
+$1.08 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$16.49 
MCD McDonald's Corporation
0%
+$0.35 
FPX First Trust US Equity Opportunities ETF
0%
+$26.57 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
0%
$0 
XMVM Invesco S&P MidCap Value with Momentum ETF
0%
+$6.51 
AMMPF AmmPower Corp.
0%
$0 
ARIS Aris Water Solutions Inc.
0%
$0 
BTOG Bit Origin Ltd.
0%
$0 
CLOQ Cyberloq Technologies Inc.
0%
$0 
CODA Coda Octopus Group Inc.
0%
$0 
CPNG Coupang Inc.
0%
$0 
CPRT Copart Inc.
0%
$0 
CRON Cronos Group Inc.
0%
$0 
DNLI Denali Therapeutics Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBP Enb Financial Corp
0%
$0 
FNB F.N.B. Corporation
0%
$0 
FRCCL FIRST REPUBLIC BK D/S N
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
LGND Ligand Pharmaceuticals Inc.
0%
$0 
MNTS Momentus Inc.
0%
$0 
OKTA Okta Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OPEN Opendoor Technologies Inc.
0%
$0 
ORGN Origin Materials Inc.
0%
$0 
RDW Redwire Corporation
0%
$0 
RIG Transocean Ltd.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SYY Sysco Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UNIT Uniti Group Inc.
0%
$0 
WRAP Wrap Technologies Inc.
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
ARKX ARK Space & Defense Innovation ETF
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
ARKF Ark Fintech Innovation ETF
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BAPR Innovator U.S. Equity Buffer ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
0%
-$1.51 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IETC iShares U.S. Tech Independence Fund
0%
$0 
ILF iShares Latin America 40 ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IWL iShares Russell Top 200 ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IXC iShares Global Energy ETF
0%
$0 
IYT iShares U.S. Transportation ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JIVE JPMorgan International Value ETF
0%
$0 
JGRO JPMorgan Active Growth ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
IYG iShares U.S. Financial Services ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
PICK iShares MSCI Global Metals & Mining Producers ETF
0%
$0 
PSFF Pacer Swan SOS Fund of Funds
0%
$0 
PJUL Innovator U.S. Equity Power Buffer ETF July
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RSPM Invesco S&P 500 Equal Weight Materials ETF
0%
$0 
SAMT Strategas Macro Thematic Opportunities ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SMLF iShares U.S. Small-Cap Equity Factor ETF
0%
$0 
TGRW T. Rowe Price Growth Stock ETF
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TECB iShares U.S. Tech Breakthrough Multisector ETF
0%
$0 
UBND VictoryShares Core Plus Intermediate Bond Fund
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VONE Vanguard Russell 1000 ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XHE SPDR S&P Health Care Equipment ETF
0%
+$0.03 
JSI Janus Henderson Securitized Income ETF
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
GARP iShares MSCI USA Quality GARP ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
WCMI First Trust WCM International Equity ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
0%
$0 
FEOE First Eagle Overseas Equity ETF
0%
$0 
ECAT BlackRock ESG Capital Allocation Term Trust
0%
$0 
XRP Bitwise XRP ETF
0%
$0 
WQTM WisdomTree Quantum Computing Fund
0%
$0 
OPENL Opendoor Technologies Inc. Series A Warrant
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
JPM-PD JPMorgan Chase & Co.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HIG-PG The Hartford Financial Services Group, Inc.
0%
$0 
FPF First Trust Intermediate Duration Preferred & Income Fund
0%
$0 
FHN-PE First Horizon Corporation
0%
$0 G200
G2004J103
0%
$0 CGC
CGC
-58.45%
-$68.94 
OKLO Oklo Inc.
-8.12%
-$2,613.45 
AMC AMC Entertainment Holdings, Inc.
-6.56%
-$3.57 
SES SES AI Corporation
-5.37%
-$4.53 
ARM Arm Holdings plc American Depositary Receipt
-5.21%
-$10,318.73 
GLW Corning Incorporated
-4.78%
-$7.92 
BE Bloom Energy Corporation
-3.97%
-$13,160.81 
PDFS Pdf Solutions Inc.
-3.68%
-$10,832.64 
BITQ Bitwise Crypto Industry Innovators ETF
-3.02%
-$690 
LEN Lennar Corporation
-2.93%
-$38.7 
NVDA NVIDIA Corporation
-2.86%
-$271,931.85 
XMTR Xometry Inc.
-2.81%
-$11,213.12 
SOXX iShares Semiconductor ETF
-2.56%
-$108,541.76 
BELFB Bel Fuse Inc.
-2.53%
-$10,272.96 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-2.16%
-$23,996.64 
DRAM Roundhill Memory ETF
-1.98%
-$365 
MDLZ Mondelez International, Inc.
-1.73%
-$182.52 
AAPL Apple Inc.
-1.62%
-$144,819.48 
LRCX Lam Research Corporation
-1.59%
-$594 
KHC The Kraft Heinz Company
-1.54%
-$567.84 
USAR USA Rare Earth, Inc.
-1.5%
-$5.8 
EWZS iShares MSCI Brazil Small-Cap ETF
-1.42%
-$20.01 
QTRHF Quarterhill Inc.
-1.3%
-$265.47 
FIX Comfort Systems USA, Inc.
-1.16%
-$3,449.26 
VGT Vanguard Information Technology ETF
-0.99%
-$13,321.2 
FULT Fulton Financial Corporation
-0.95%
-$3,176.53 
PEP PepsiCo, Inc.
-0.93%
-$665.64 
SBUX Starbucks Corporation
-0.88%
-$46.5 
MET-PE MetLife, Inc.
-0.68%
-$17.1 
PAVE Global X U.S. Infrastructure Development ETF
-0.67%
-$135.72 
OABI OmniAb, Inc.
-0.65%
-$6.43 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$168.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.55%
-$71.98 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$155.8 
WAR U.S. Global Technology and Aerospace & Defense ETF
-0.53%
-$0.85 
EFA iShares MSCI EAFE ETF
-0.5%
-$103.68 
AVDE Avantis International Equity ETF
-0.45%
-$1,162.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$1,067.04 
AVEM Avantis Emerging Markets Equity ETF
-0.43%
-$1,571.6 
IBM International Business Machines Corporation
-0.41%
-$17.46 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.41%
-$30.69 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$248.11 
VCR Vanguard Consumer Discretionary ETF
-0.28%
-$258.78 
SNAP Snap Inc.
-0.28%
-$0.75 
MSOS AdvisorShares Pure US Cannabis ETF
-0.23%
-$1.04 
KO The Coca-Cola Company
-0.21%
-$278.82 
STBA S&T Bancorp, Inc.
-0.18%
-$10.62 
XTL SPDR S&P Telecom ETF
-0.16%
-$1,890.7 
VVX V2X Inc.
-0.13%
-$0.22 
RCAT Red Cat Holdings, Inc.
-0.11%
-$0.13 
SMCI Super Micro Computer Inc
-0.1%
-$44.16 
CPB The Campbell's Company
-0.09%
-$28 
PBW Invesco WilderHill Clean Energy ETF
-0.09%
-$663.57 
AGD Abrdn Global Dynamic Dividend Fund
-0.08%
-$2.16 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.07%
-$14.4 
LCID Lucid Group, Inc.
-0.07%
-$0.07 
XOM Exxon Mobil Corporation
-0.06%
-$266.43 
ABBV AbbVie Inc.
-0.06%
-$52.35 
FVD First Trust Value Line Dividend Index Fund
-0.06%
-$3.39 
WBD Warner Bros. Discovery, Inc.
-0.06%
-$1.49 
AVGO Broadcom Inc.
-0.06%
-$517.28 
DG Dollar General Corporation
-0.06%
-$6.65 
ENVA Enova International Inc.
-0.06%
-$271.6 
ORCL Oracle Corporation
-0.05%
-$1.6 
LIT GLOBAL X LITHIUM & BATTERY T
-0.05%
-$25.36 
SCHE Schwab Emerging Markets Equity ETF
-0.05%
-$57.68 
LYV Live Nation Entertainment, Inc.
-0.05%
-$45.98 
SIRI Sirius XM Holdings Inc.
-0.05%
-$4.05 
NBIX Neurocrine Biosciences Inc.
-0.05%
-$0.08 
MGC Vanguard Mega Cap ETF
-0.05%
-$30.1 
META Meta Platforms Inc Class A
-0.05%
-$1,706.44 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$112.92 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.05%
-$4.32 
RYT Invesco S&P 500 Equal Weight ETF
-0.05%
-$40.65 
VB Vanguard Small-Cap ETF
-0.05%
-$27.16 
HSY The Hershey Company
-0.04%
-$4.56 
PNR Pentair plc
-0.04%
-$0.06 
LUV Southwest Airlines Co.
-0.04%
-$2.28 
PLD Prologis Inc.
-0.04%
-$10.98 
CI The Cigna Group
-0.04%
-$2.88 
GII SPDR S&P Global Infrastructure ETF
-0.04%
-$0.12 
GBTC Grayscale Bitcoin Trust ETF
-0.04%
-$2.58 
VEEV Veeva Systems Inc.
-0.04%
-$0.9 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.04%
-$1,272.66 
MO Altria Group, Inc.
-0.04%
-$9.07 
PFE Pfizer Inc.
-0.04%
-$5.24 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.04%
-$14.52 
XLE Energy Select Sector SPDR Fund
-0.04%
-$80.62 
JTEK JPMorgan U.S. Tech Leaders ETF
-0.03%
-$70.6 
RPV Invesco S&P 500 Pure Value ETF
-0.03%
-$58.92 
TEL TE Connectivity plc
-0.03%
-$0.77 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.03%
-$6.48 
SNEX StoneX Group Inc.
-0.03%
-$37.11 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$977.08 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$758.86 
VOT Vanguard Mid-Cap Growth ETF
-0.03%
-$18 
FN Fabrinet
-0.03%
-$0.93 
V Visa Inc. Class A
-0.03%
-$71.31 
IHI iShares U.S. Medical Devices ETF
-0.03%
-$4.49 
IWY iShares Russell Top 200 Growth ETF
-0.03%
-$133.39 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$798.76 
OTIS Otis Worldwide Corporation
-0.03%
-$1.1 
JHMM John Hancock Multifactor Mid Cap ETF
-0.03%
-$29.68 
NRG NRG Energy, Inc.
-0.03%
-$65.85 
VFLO VictoryShares Free Cash Flow ETF
-0.03%
-$558.27 
XMMO Invesco S&P MidCap Momentum ETF
-0.03%
-$438.72 
XYZ Block, Inc.
-0.03%
-$7 
UL Unilever PLC Sponsored American Depositary Receipt
-0.02%
-$0.3 
XLG Invesco S&P 500 Top 50 ETF
-0.02%
-$1,391.55 
ADBE Adobe Inc.
-0.02%
-$0.06 
GOOG Alphabet Inc
-0.02%
-$87.67 
RSG Republic Services, Inc.
-0.02%
-$129.98 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$128.55 
DAL Delta Air Lines, Inc.
-0.02%
-$0.48 
PANW Palo Alto Networks, Inc.
-0.02%
-$8.48 
VRT Vertiv Holdings Co
-0.02%
-$2.76 
RECS Columbia Research Enhanced Core ETF
-0.02%
-$10.18 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$1.36 
CVS CVS Health Corporation
-0.02%
-$1.82 
VZ Verizon Communications Inc.
-0.02%
-$2 
LIN Linde plc
-0.02%
-$3.5 
MSFT Microsoft Corp.
-0.02%
-$759.45 
IWM iShares Russell 2000 ETF
-0.02%
-$1.32 
GEV GE Vernova Inc.
-0.02%
-$13.6 
UPS United Parcel Service, Inc.
-0.02%
-$1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$112.62 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.02%
-$8.99 
MGV Vanguard Mega Cap Value ETF
-0.02%
-$140.73 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.02%
-$1.25 
TMUS T-Mobile US, Inc.
-0.02%
-$0.15 
VLO Valero Energy Corporation
-0.02%
-$22.5 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$0.64 
BAC Bank of America Corporation
-0.02%
-$1.99 
CARR Carrier Global Corporation
-0.02%
-$1.1 
HOOD Robinhood Markets, Inc.
-0.02%
-$2.77 
WDC Western Digital Corporation
-0.02%
-$226.81 
AMZN Amazon.com Inc
-0.01%
-$530.37 
BX Blackstone Inc.
-0.01%
-$4 
VOO Vanguard S&P 500 ETF
-0.01%
-$993.77 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$540.24 
DIS The Walt Disney Company
-0.01%
-$1.44 
MGA Magna International Inc.
-0.01%
-$0.02 
MRVL Marvell Technology, Inc.
-0.01%
-$0.06 
WAB Wabtec Corporation
-0.01%
-$0.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$443.4 
SCHA Schwab U.S. Small-Cap ETF
-0.01%
-$21.24 
ATRO Astronics Corporation
-0.01%
-$55.47 
OEF iShares S&P 100 ETF
-0.01%
-$1.15 
IYW iShares U.S. Technology ETF
-0.01%
-$180.95 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$0.08 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$5.43 
C Citigroup Inc.
-0.01%
-$0.66 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
-0.01%
-$361.1 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.01%
-$5.69 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$52.68 
VUG Vanguard Growth ETF
-0.01%
-$18.81 
SPEM SPDR Portfolio Emerging Markets ETF
-0.01%
-$0.53 
TFLO iShares Treasury Floating Rate Bond ETF
-0.01%
-$6.12 
QEW Invesco QQQ Equal Weight ETF
-0.01%
-$7.31 
BROS Dutch Bros Inc.
-0.01%
-$0.1 
DELL Dell Technologies Inc.
-0.01%
-$4 
CSCO Cisco Systems, Inc.
-0.01%
-$0.8 
GE General Electric Company
-0.01%
-$8.34 
HD The Home Depot, Inc.
-0.01%
-$6.36 
BJUL Innovator U.S. Equity Buffer ETF
-0.01%
-$0.91 
MDY SPDR S&P MidCap 400 ETF Trust
-0.01%
-$13.56 
ASTS AST SpaceMobile, Inc.
-0.01%
-$0.01 
JCI Johnson Controls International plc
-0.01%
-$0.1 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$157.38 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$7.8 
APH Amphenol Corporation
-0.01%
-$22.24 
GM General Motors Company
-0.01%
-$2 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$0.97 
JAAA Janus Henderson AAA CLO ETF
-0.01%
-$522.2 
LSAF LeaderShares AlphaFactor US Core Equity ETF
-0.01%
-$0.1 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$34.58 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.01%
-$1.99 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$0.73 
PLTR Palantir Technologies Inc.
-0.01%
-$151.66 
CVX Chevron Corporation
-0.01%
-$12.78 
UNH UnitedHealth Group Incorporated
-0.01%
-$2.06 
JNJ Johnson & Johnson
0%
-$1.54 
WM Waste Management, Inc.
0%
-$46.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$1.76 
IWN iShares Russell 2000 Value ETF
0%
-$0.44 
VTWV Vanguard Russell 2000 Value Index Fund
0%
-$0.4 
QQQ Invesco QQQ Trust, Series 1
0%
-$41.05 
AXON Axon Enterprise, Inc.
0%
-$0.01 
MU Micron Technology, Inc.
0%
-$64.22 
PH Parker-Hannifin Corporation
0%
-$0.17 
LSAT LeaderShares AlphaFactor Tactical Focused ETF
0%
-$0.01 
TGRT T. Rowe Price Growth ETF
0%
-$0.37 
TDVG T. Rowe Price Dividend Growth ETF
0%
-$2.14 
FLCV Federated Hermes MDT Large Cap Value ETF
0%
-$15.51 Events
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Dividends
Dividend Analysis
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| Trades 1667 | Longs Won 1185/1667 71% | Profit Factor 4.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $134,609.49 |
| Average Win $35,998.49 | Best Trade (Aug 28) $2.7M | Sharpe Ratio -9.8 |
| Average Loss -$18,029.82 | Worst Trade (Aug 11) -$1.23M | Z-Score 27.49 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $20,259.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 28,564 | $7.17M | $8.81M | - | $1.64M | 22.86% | -1.618% |
| ABBV AbbVie Inc. | 349 | $64,240.16 | $85,815.61 | - | $21,575.45 | 33.59% | -0.061% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 581 | $30,305 | $44,975.21 | - | $14,670.21 | 48.41% | 0.0 |
| ADBE Adobe Inc. | 1 | $387 | $265.15 | - | -$121.85 | -31.49% | -0.023% |
| AEM Agnico Eagle Mines Limited | 19 | $1,486 | $3,398.34 | - | $1,912.34 | 128.69% | +0.022% |
| AGD Abrdn Global Dynamic Dividend Fund | 216 | $2,518 | $2,637.36 | - | $119.36 | 4.74% | -0.082% |
| AGG iShares Core U.S. Aggregate Bond ETF | 504 | $50,121.99 | $49,192.92 | - | -$929.07 | -1.85% | +0.005% |
| AIQ Global X Artificial Intelligence & Technology ETF | 7,296 | $296,857.1 | $462,347.52 | - | $165,490.42 | 55.75% | +0.032% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 1,186 | $160,253.43 | $396,361.21 | - | $236,107.78 | 147.33% | +0.009% |
| AMAT Applied Materials, Inc. | 45 | $7,318 | $24,268.5 | - | $16,950.5 | 231.63% | +0.03% |
| AMC AMC Entertainment Holdings, Inc. | 21 | $84 | $50.82 | - | -$33.18 | -39.5% | -6.564% |
| AMD Advanced Micro Devices, Inc. | 2,686 | $1.05M | $1.3M | - | $247,561.25 | 23.55% | +0.025% |
| AMMPF AmmPower Corp. | 1,500 | $47 | $0.45 | - | -$46.55 | -99.04% | 0.0 |
| AMZN Amazon.com Inc | 13,256 | $2.9M | $3.64M | - | $741,540.29 | 25.6% | -0.015% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 1,214 | $52,920.05 | $60,615.02 | - | $7,694.97 | 14.54% | 0.0 |
| AOR iShares Core 60/40 Balanced Allocation ETF | 581 | $33,367.62 | $40,725.2 | - | $7,357.58 | 22.05% | -0.036% |
| APH Amphenol Corporation | 4,452 | $392,488.32 | $376,572.42 | - | -$15,915.9 | -4.06% | -0.006% |
| ARIS Aris Water Solutions Inc. | 2,000 | $37,140 | $34,800 | - | -$2,340 | -6.3% | 0.0 |
| ARKF Ark Fintech Innovation ETF | 70 | $3,517 | $3,008.6 | - | -$508.4 | -14.46% | 0.0 |
| ARKX ARK Space & Defense Innovation ETF | 313 | $9,186 | $10,726.51 | - | $1,540.51 | 16.77% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Comprehensive Financial Planning Inc./PA?
The largest contributions to the portfolio's profits come from the following stocks: Janus Henderson AAA CLO ETF - $655,184.4, VanEck Semiconductor ETF - $581,584.96, iShares Silver Trust - $331,224.14, Celestica Inc - $232,130.41, and Meta Platforms Inc Class A - $173,973.78. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: NVIDIA Corporation - $465,659.29, Microsoft Corp - $465,075.33, ServiceNow, Inc - $367,271.21, Schwab U.S. Large-Cap Growth ETF - $210,824.81, and Invesco S&P MidCap Quality ETF - $149,528.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Comprehensive Financial Planning Inc./PA's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.79M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $655,131.85, JPMorgan Nasdaq Equity Premium Income ETF - $179,173.33, FT Vest Rising Dividend Achievers Fund - $156,000.15, Schwab U.S. Dividend Equity ETF - $95,515.25, and Vanguard S&P 500 ETF - $93,797.26. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Comprehensive Financial Planning Inc./PA's monthly returns?
Comprehensive Financial Planning Inc./PA's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Comprehensive Financial Planning Inc./PA's strategy be considered aggressive or moderate?
Comprehensive Financial Planning Inc./PA's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Comprehensive Financial Planning Inc./PA's strategy?
Comprehensive Financial Planning Inc./PA's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
