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 | +21.93% | +20.56% | 790,291.1 | Banks | |
AAPL | Apple Inc | 29,080 | 6,459.7 | +0.89% | 2.300 | +0.02% | 0.000 | +4.50% | -16.93% | 3,099,500.5 | Hardware | |
QQQ | INVESCO QQQ Trust | 11,992 | 5,623.3 | +49.47% | 2.000 | +0.66% | 0.000 | +18.93% | +8.57% | 355,549.6 | ||
MSFT | Microsoft Corp | 14,883 | 5,586.9 | +1.28% | 1.990 | +0.03% | 0.000 | +28.71% | +19.48% | 3,728,758.6 | Software | |
HD | The Home Depot Inc | 13,954 | 5,114.0 | +0.54% | 1.820 | +0.01% | 0.000 | +3.73% | -4.63% | 364,501.8 | Retail - Cyclical | |
CB | Chubb Ltd | 16,473 | 4,974.7 | +1.89% | 1.770 | +0.03% | 0.000 | -1.29% | +2.00% | 112,209.6 | Insurance | |
WMT | Walmart Inc | 56,595 | 4,968.5 | -2.83% | 1.770 | -0.05% | 0.000 | +8.64% | +8.04% | 774,981.6 | Retail - Defensive | |
MSI | Motorola Solutions Inc | 11,079 | 4,850.5 | -0.77% | 1.720 | -0.01% | 0.010 | +0.06% | -9.45% | 69,491.2 | Hardware | |
JNJ | Johnson & Johnson | 29,014 | 4,811.7 | +2.64% | 1.710 | +0.04% | 0.000 | +3.92% | +9.36% | 374,288.8 | Drug Manufacturers | |
CME | CME Group Inc | 17,840 | 4,732.8 | -5.04% | 1.680 | -0.08% | 0.000 | +8.60% | +19.43% | 99,001.5 | 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 | $79.79 | 6.12% | Add 181.34% | 42,597 | 27,456 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.66% | 468.34 ($508.07) 539.52 | $553.89 | 9.02% | 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 | $621.94 | 5.81% | 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 | $34.49 | -2.85% | Sold Out | 0 | -53,216 | |
HAL | Halliburton Co | 2025-03-31 | Sold Out Sold Out | -0.61% | 24.15 ($26.29) 29.9 | $21.94 | -16.55% | 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 | $321.17 | 15.49% | 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 | $44.72 | 4.17% | New holding | 22,687 | 22,687 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.33% | 167.43 ($211.65) 244.7 | $274.69 | 29.79% | 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 | 3.76% | New holding | 23,522 | 23,522 | |
MRK | Merck & Co Inc | 2025-03-31 | Add Add | +0.21% | 83.01 ($93.37) 101.02 | $83.25 | -10.84% | Add 16.35% | 46,114 | 6,479 |
Comprehensive Financial Consultants Institutional, Inc. Total Holding History ($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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