Comprehensive Financial Consultants Institutional, Inc. Reduced Holdings in Q4 2024

Comprehensive Financial Consultants Institutional, Inc.

  • $254 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DVN
Devon Energy Corp

Energy
-25.5K
- 32.37%
$30.52 - $42.96 $777K - $1.09M
53.2K $1.74M
CSCO
Cisco Systems, Inc.

Technology
-14.8K
- 33.94%
$52.45 - $60.02 $776K - $888K
28.8K $1.71M
CCI
Crown Castle International Corp

Real Estate
-2.78K
- 27.67%
$89.78 - $119.11 $250K - $331K
7.27K $660K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-5K
- 14.32%
$43.84 - $48.76 $219K - $244K
29.9K $1.32M
AMGN
Amgen Inc

Healthcare
-89
- 1.95%
$258.78 - $328.31 $23K - $29.2K
4.47K $1.16M
AZN
Astrazeneca PLC

Healthcare
-353
- 2.08%
$63.2 - $79.58 $22.3K - $28.1K
16.6K $1.09M
NOC
Northrop Grumman Corp

Industrials
-42
- 1.2%
$466.52 - $543.88 $19.6K - $22.8K
3.45K $1.62M
CB
Chubb LTD

Financial Services
-7
- 0.04%
$271.57 - $301.89 $1.9K - $2.11K
16.2K $4.47M
TT
Trane Technologies PLC

Industrials
-107
- 1.34%
$369.35 - $419.14 $39.5K - $44.8K
7.9K $2.92M
IBB
Ishares Biotechnology ETF

ETFs
-1.03K
- 26.19%
$131.21 - $148.85 $135K - $153K
2.9K $383K
ICE
Intercontinental Exchange, Inc.

Financial Services
-37
- 0.24%
$148.29 - $166.93 $5.49K - $6.18K
15.5K $2.3M
PEP
Pepsico Inc

Consumer Defensive
-167
- 1.93%
$151.29 - $176.1 $25.3K - $29.4K
8.48K $1.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
-337
- 19.75%
$567.81 - $607.81 $191K - $205K
1.37K $802K
KO
Coca Cola CO

Consumer Defensive
-152
- 0.89%
$61.74 - $71.71 $9.38K - $10.9K
16.9K $1.05M
QCOM
Qualcomm Inc

Technology
-209
- 2.79%
$150.4 - $178.04 $31.4K - $37.2K
7.28K $1.12M
DUK
Duke Energy Corp

Utilities
-631
- 6.75%
$105.76 - $120.76 $66.7K - $76.2K
8.72K $939K
TGT
Target Corp

Consumer Defensive
-87
- 1.74%
$121.59 - $160.69 $10.6K - $14K
4.92K $665K
XOM
Exxon Mobil Corp

Energy
-599
- 12.6%
$105.51 - $125.37 $63.2K - $75.1K
4.16K $447K
FVD
First Tr Value Line Divid Inde

ETFs
-789
- 2.16%
$43.4 - $46.7 $34.2K - $36.8K
35.7K $1.56M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-624
- 3.63%
$88.59 - $94.57 $55.3K - $59K
16.6K $1.47M
WM
Waste Management Inc

Industrials
-252
- 3.18%
$201.79 - $228.46 $50.9K - $57.6K
7.68K $1.55M
ROBO
Robo Global Robotics And Autom

ETFs
-1.53K
- 16.2%
$55.06 - $58.6 $84.2K - $89.7K
7.91K $445K
MCD
Mcdonalds Corp

Consumer Cyclical
-66
- 1.34%
$288.47 - $316.54 $19K - $20.9K
4.87K $1.41M
UPS
United Parcel Service Inc

Industrials
-100
- 1.32%
$122.65 - $138.35 $12.3K - $13.8K
7.48K $942K
KMB
Kimberly Clark Corp

Consumer Defensive
-176
- 3.03%
$130.37 - $146.09 $22.9K - $25.7K
5.64K $738K
CVX
Chevron Corp

Energy
-389
- 3.63%
$141.15 - $162.53 $54.9K - $63.2K
10.3K $1.5M
PG
Procter & Gamble CO

Consumer Defensive
-121
- 1.26%
$161.05 - $179.7 $19.5K - $21.7K
9.47K $1.59M
FISV
Fiserv Inc

Technology
-581
- 4.29%
N/A
13K $1.62M
SLV
I Shares Silver Trust

ETFs
-1.35K
- 10.64%
$26.33 - $31.74 $35.6K - $42.9K
11.4K $299K
HDV
Ishares Core High Dividend ETF

ETFs
-83
- 0.92%
$110.82 - $121.28 $9.2K - $10.1K
8.91K $999K
VTI
Vanguard Total Stock Market Et

ETFs
-243
- 7.5%
$280.04 - $302.45 $68K - $73.5K
3K $868K
TDIV
First Trust Nasdaq Technology

ETFs
-427
- 10.2%
$78.03 - $82.13 $33.3K - $35.1K
3.76K $294K
COF
Capital One Financial Corp

Financial Services
-1.27K
- 19.01%
$145.19 - $192.01 $184K - $243K
5.39K $960K
TFC
Truist Financial Corp

Financial Services
-1.07K
- 4.04%
$41.51 - $48.1 $44.5K - $51.5K
25.4K $1.1M
OEF
Ishares S&P 100 ETF

ETFs
-97
- 1.2%
N/A
8.01K $2.13M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-708
- 7.05%
$41.08 - $42.6 $29.1K - $30.2K
9.34K $392K
MSI
Motorola Solutions, Inc.

Technology
-360
- 3.12%
$449.08 - $504.6 $162K - $182K
11.2K $5.16M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-878
- 2.31%
$20.6 - $20.71 $18.1K - $18.2K
37.1K $766K
RDVY
First Trust Rising Dividend Ac

ETFs
-206
- 1.47%
$58.65 - $64.37 $12.1K - $13.3K
13.8K $818K
PULS
Pgim ETF Tr

ETFs
-197
- 2.96%
$49.51 - $49.79 $9.75K - $9.81K
6.46K $320K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-390
- 4.02%
$25.0 - $25.11 $9.75K - $9.79K
9.31K $233K
XLP
Consumer Staples Sector Spdr

ETFs
-123
- 2.88%
N/A
4.14K $315K
VIG
Vanguard Dividend Appreciation

ETFs
-43
- 0.43%
N/A
9.92K $1.81M
FTGS
First Tr Exchange Traded Fd Gr
-1.8K
- 3.64%
N/A
47.5K $0
First Tr Exchng Traded Fd Vi
-172
- 2.5%
N/A
6.71K $0
LQDW
Ishares Tr Invt Grade Corporat
-812
- 6.3%
N/A
12.1K $0
Innovator Etfs Trust
-239
- 1.14%
N/A
20.7K $0
Linde PLC
-67
- 2.67%
N/A
2.45K $0
Innovator Etfs Trust
-652
- 6.5%
N/A
9.39K $0
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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