CF
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Comprehensive Financial Consultants Institutional, Inc.13F | |
| Comprehensive Financial Consultants Institutional, Inc. | |
| Last update 2025-07-22 | 182 Stocks (11 new) |
| Value $305.00 Mil | Turnover 7 % |
Comprehensive Financial Consul... Top Holdings of 2025-06-30
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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 | 29,397 | 8,522.5 | -5.36% | 2.800 | -0.15% | 0.000 | +23.60% | +25.61% | 814,700.9 | Banks | |
QQQ | INVESCO QQQ Trust | 13,336 | 7,356.7 | +11.21% | 2.410 | +0.24% | 0.000 | +24.00% | +10.42% | 358,981.6 | ||
MSFT | Microsoft Corp | 14,679 | 7,301.5 | -1.37% | 2.400 | -0.03% | 0.000 | +35.22% | +20.35% | 3,755,887.4 | Software | |
AVGO | Broadcom Inc | 24,180 | 6,665.2 | +0.83% | 2.190 | +0.02% | 0.000 | +59.65% | +22.20% | 1,325,344.1 | Semiconductors | |
AAPL | Apple Inc | 29,808 | 6,115.7 | +2.50% | 2.010 | +0.05% | 0.000 | +4.81% | -14.27% | 3,198,805.9 | Hardware | |
JCI | Johnson Controls International PLC | 54,667 | 5,773.9 | -6.22% | 1.890 | -0.10% | 0.010 | +41.15% | +40.62% | 72,447.7 | Construction | |
ETN | Eaton Corp PLC | 15,749 | 5,622.2 | -3.61% | 1.840 | -0.06% | 0.000 | +38.37% | +15.35% | 148,731.2 | Industrial Products | |
HD | The Home Depot Inc | 14,555 | 5,336.4 | +4.31% | 1.750 | +0.07% | 0.000 | +6.26% | -2.01% | 374,500.8 | Retail - Cyclical | |
WMT | Walmart Inc | 53,540 | 5,235.1 | -5.40% | 1.720 | -0.10% | 0.000 | +1.02% | +6.47% | 763,715.6 | Retail - Defensive | |
MPC | Marathon Petroleum Corp | 29,161 | 4,843.9 | -2.99% | 1.590 | -0.05% | 0.010 | +32.60% | +28.40% | 54,403.0 | Oil & Gas |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MRK | Merck & Co Inc | 2025-06-30 | Reduce Reduce | -1.13% | 73.47 ($79.65) 89.76 | $83.64 | 5.00% | Reduce -76.64% | 10,771 | -35,343 | |
ABBV | AbbVie Inc | 2025-06-30 | Add Add | +1.06% | 170.16 ($186.22) 209.52 | $189.90 | 1.97% | Add 1344.04% | 18,657 | 17,365 | |
GEV | GE Vernova Inc | 2025-06-30 | New Buy New Buy | +0.84% | 271.48 ($414.61) 529.15 | $627.97 | 51.46% | New holding | 4,815 | 4,815 | |
LHX | L3Harris Technologies Inc | 2025-06-30 | Sold Out Sold Out | -0.71% | 200.21 ($229.44) 256.99 | $269.88 | 17.63% | Sold Out | 0 | -9,540 | |
CMG | Chipotle Mexican Grill Inc | 2025-06-30 | New Buy New Buy | +0.67% | 45.98 ($50.86) 56.15 | $52.61 | 3.44% | New holding | 36,298 | 36,298 | |
ICE | Intercontinental Exchange Inc | 2025-06-30 | Reduce Reduce | -0.63% | 151.62 ($171.84) 183.47 | $180.85 | 5.24% | Reduce -66.14% | 5,317 | -10,385 | |
SNPS | Synopsys Inc | 2025-06-30 | New Buy New Buy | +0.55% | 380.9 ($465.32) 517.66 | $614.11 | 31.98% | New holding | 3,260 | 3,260 | |
EL | The Estee Lauder Companies Inc | 2025-06-30 | Reduce Reduce | -0.36% | 50.06 ($64.36) 80.8 | $89.22 | 38.63% | Reduce -74.1% | 5,345 | -15,290 | |
META | Meta Platforms Inc | 2025-06-30 | Reduce Reduce | -0.34% | 484.66 ($617.26) 738.09 | $713.04 | 15.52% | Reduce -29.72% | 3,901 | -1,650 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.26% | 496.48 ($571.44) 617.85 | $633.30 | 10.83% | Add 27.32% | 5,947 | 1,276 |
Comprehensive Financial Consultants Institutional, Inc. Total Holding History ($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 2025-06-30
Comprehensive Financial Consultants Institutional, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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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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