CF
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Comprehensive Financial Consultants Institutional, Inc.13F | |
| Comprehensive Financial Consultants Institutional, Inc. | |
| Last update 2025-05-15 | 175 Stocks (20 new) |
| Value $281.00 Mil | Turnover 8 % |
Comprehensive Financial Consul... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 31,063 | 7,619.8 | -3.79% | 2.710 | -0.11% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
AAPL | Apple Inc | 29,080 | 6,459.7 | +0.89% | 2.300 | +0.02% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
QQQ | INVESCO QQQ Trust | 11,992 | 5,623.3 | +49.47% | 2.000 | +0.66% | 0.000 | +22.10% | +8.69% | 355,935.0 | ||
MSFT | Microsoft Corp | 14,883 | 5,586.9 | +1.28% | 1.990 | +0.03% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
HD | The Home Depot Inc | 13,954 | 5,114.0 | +0.54% | 1.820 | +0.01% | 0.000 | +5.23% | -3.67% | 368,193.0 | Retail - Cyclical | |
CB | Chubb Ltd | 16,473 | 4,974.7 | +1.89% | 1.770 | +0.03% | 0.000 | -1.55% | +1.29% | 111,428.1 | Insurance | |
WMT | Walmart Inc | 56,595 | 4,968.5 | -2.83% | 1.770 | -0.05% | 0.000 | +1.97% | +5.02% | 753,351.5 | Retail - Defensive | |
MSI | Motorola Solutions Inc | 11,079 | 4,850.5 | -0.77% | 1.720 | -0.01% | 0.010 | -1.24% | -9.52% | 69,442.0 | Hardware | |
JNJ | Johnson & Johnson | 29,014 | 4,811.7 | +2.64% | 1.710 | +0.04% | 0.000 | +4.29% | +10.30% | 377,512.9 | Drug Manufacturers | |
CME | CME Group Inc | 17,840 | 4,732.8 | -5.04% | 1.680 | -0.08% | 0.000 | +5.66% | +19.58% | 99,127.6 | Capital Markets |
Comprehensive Financial Consultants Institutional, Inc.'s Historical Top Holdings Breakdowns
Comprehensive Financial Consultants Institutional, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIS |
Fidelity National Information Services Inc
Fidelity National Information Services Inc
| 2025-03-31 | Add Add | +0.73% | 68.12 ($75.19) 83.42 | $78.65 | 4.60% | Add 181.34% | 42,597 | 27,456 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.66% | 468.34 ($508.07) 539.52 | $554.20 | 9.08% | Add 49.47% | 11,992 | 3,969 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.66% | 551.42 ($587.78) 612.93 | $623.62 | 6.10% | Add 241.2% | 4,671 | 3,302 | |
DVN | Devon Energy Corp | 2025-03-31 | Sold Out Sold Out | -0.63% | 33.15 ($35.5) 38.55 | $33.97 | -4.31% | Sold Out | 0 | -53,216 | |
HAL | Halliburton Co | 2025-03-31 | Sold Out Sold Out | -0.61% | 24.15 ($26.29) 29.9 | $23.08 | -12.21% | Sold Out | 0 | -61,644 | |
CDNS | Cadence Design Systems Inc | 2025-03-31 | New Buy New Buy | +0.50% | 233.96 ($278.09) 324.52 | $320.60 | 15.29% | New holding | 5,487 | 5,487 | |
DFEB |
FT Vest U.S. Equity Deep Buffer ETF - February
FT Vest U.S. Equity Deep Buffer ETF - February
| 2025-03-31 | New Buy New Buy | +0.34% | 41.74 ($42.93) 43.57 | $44.85 | 4.47% | New holding | 22,687 | 22,687 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.33% | 167.43 ($211.65) 244.7 | $274.38 | 29.64% | Reduce -13.99% | 23,980 | -3,901 | |
UFEB |
Innovator U.S. Equity Ultra Buffer ETF - February
Innovator U.S. Equity Ultra Buffer ETF - February
| 2025-03-31 | New Buy New Buy | +0.27% | 32.13 ($33.17) 33.84 | $34.42 | 3.77% | New holding | 23,522 | 23,522 | |
MRK | Merck & Co Inc | 2025-03-31 | Add Add | +0.21% | 83.01 ($93.37) 101.02 | $83.36 | -10.72% | Add 16.35% | 46,114 | 6,479 |
Comprehensive Financial Consultants Institutional, Inc. Total Holding History ($B)
Comprehensive Financial Consultants Institutional, Inc.'s Asset Allocation
Comprehensive Financial Consultants Institutional, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Comprehensive Financial Consultants Institutional, Inc.'s Hypothetical Growth since 2025-03-31
Comprehensive Financial Consultants Institutional, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Comprehensive Financial Consultants Institutional, Inc.'s Holdings Heat Map
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Comprehensive Financial Consultants Institutional, Inc.'s Holdings Bubble Chart
Comprehensive Financial Consultants Institutional, Inc. News
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