Comprehensive Financial Consultants Institutional, Inc. Portfolio Holdings

Comprehensive Financial Consultants Institutional, Inc.

  • $254 Million
  • Q4 2024

Comprehensive Financial Consultants Institutional, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Million distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $7.74M, Apple Inc. with a value of $7.22M, Broadcom Inc. with a value of $6.46M, Microsoft Corp with a value of $6.19M, and Home Depot, Inc. with a value of $5.4M.

Examining the 13F form we can see an decrease of $5.61M in the current position value, from $259M to 254M.

Comprehensive Financial Consultants Institutional, Inc. is based out at Bloomington, IN

Below you can find more details about Comprehensive Financial Consultants Institutional, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
Technology: $45.1 Million
ETFs: $44.8 Million
Financial Services: $31.7 Million
Healthcare: $30.5 Million
Industrials: $29.2 Million
Consumer Cyclical: $22.2 Million
Communication Services: $13.9 Million
Consumer Defensive: $13.8 Million
Other: $18.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$389B
$1.59 Million 0.63% of portfolio
9,466
Q4 2024 Reduced 1.26%
$0
$1.56 Million 0.61% of portfolio
34,676
Q4 2024 Added 0.97%
$86B
$1.55 Million 0.61% of portfolio
7,676
Q4 2024 Reduced 3.18%
$163B
$1.55 Million 0.61% of portfolio
6,288
Q4 2024 Added 1.42%
$305B
$1.5 Million 0.59% of portfolio
10,327
Q4 2024 Reduced 3.63%
$210B
$1.41 Million 0.56% of portfolio
4,870
Q4 2024 Reduced 1.34%
$219B
$1.36 Million 0.53% of portfolio
12,000
Q4 2024 Added 2.15%
$205B
$1.29 Million 0.51% of portfolio
8,479
Q4 2024 Reduced 1.93%
$127B
$1.27 Million 0.5% of portfolio
22,444
Q4 2024 Reduced 0.43%
$77.2B
$1.27 Million 0.5% of portfolio
10,266
Q4 2024 Reduced 4.22%
$48.2B
$1.22 Million 0.48% of portfolio
15,141
Q4 2024 New
$147B
$1.16 Million 0.46% of portfolio
4,466
Q4 2024 Reduced 1.95%
$202B
$1.12 Million 0.44% of portfolio
2,514
Q4 2024 Added 6.8%
$193B
$1.12 Million 0.44% of portfolio
7,282
Q4 2024 Reduced 2.79%
$19.1B
$1.11 Million 0.44% of portfolio
14,854
Q4 2024 Added 24.12%
$62.4B
$1.1 Million 0.43% of portfolio
25,413
Q4 2024 Reduced 4.04%
$268B
$1.05 Million 0.41% of portfolio
16,882
Q4 2024 Reduced 0.89%
$105B
$1.03 Million 0.41% of portfolio
5,842
Q2 2024 Reduced 1.53%
$78.1B
$960,000 0.38% of portfolio
5,388
Q4 2024 Reduced 19.01%
$97B
$942,000 0.37% of portfolio
7,478
Q4 2024 Reduced 1.32%
$84.6B
$939,000 0.37% of portfolio
8,718
Q4 2024 Reduced 6.75%
$34.3B
$807,000 0.32% of portfolio
10,383
Q4 2024 Added 41.57%
$495B
$729,000 0.29% of portfolio
4,378
Q4 2024 Added 24.87%
$43.3B
$738,000 0.29% of portfolio
5,637
Q4 2024 Reduced 3.03%
$130B
$681,000 0.27% of portfolio
1,402
Q4 2024 Added 1.08%
$38.3B
$660,000 0.26% of portfolio
7,274
Q4 2024 Reduced 27.67%
$63.5B
$665,000 0.26% of portfolio
4,921
Q4 2024 Reduced 1.74%
$92.7B
$643,000 0.25% of portfolio
8,508
Q4 2024 Reduced 9.45%
$215B
$547,000 0.22% of portfolio
1,510
Q2 2024 Reduced 8.26%
$184B
$518,000 0.2% of portfolio
4,484
Q3 2024 Reduced 0.04%
$63.4B
$499,000 0.2% of portfolio
3,962
Q4 2023 Reduced 0.18%
$453B
$447,000 0.18% of portfolio
4,156
Q4 2024 Reduced 12.6%
$355B
$394,000 0.16% of portfolio
2,934
Q4 2024 Added 1.17%
$23.1B
$372,000 0.15% of portfolio
3,082
Q4 2021 New
$32.1B
$367,000 0.14% of portfolio
4,122
Q3 2023 Reduced 0.34%
$51.8B
$343,000 0.14% of portfolio
985
Q2 2024 Reduced 5.38%
$93.3B
$306,000 0.12% of portfolio
5,861
Q4 2024 Reduced 0.93%
$8.28B
$284,000 0.11% of portfolio
4,607
Q3 2024 Reduced 5.73%
$7.9B
$281,000 0.11% of portfolio
3,234
Q1 2024 New
$114B
$274,000 0.11% of portfolio
1,220
Q1 2024 New
$201B
$254,000 0.1% of portfolio
1,159
Q4 2024 Added 0.09%
$41.1B
$249,000 0.1% of portfolio
1,210
Q4 2024 Reduced 0.58%
$145B
$247,000 0.1% of portfolio
584
Q4 2023 Added 0.69%
$19.6B
$223,000 0.09% of portfolio
1,375
Q3 2024 New
$301B
$229,000 0.09% of portfolio
1,291
Q4 2024 Added 0.16%
$1.28T
$237,000 0.09% of portfolio
588
Q4 2024 New
$90.9B
$204,000 0.08% of portfolio
2,480
Q3 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 3.64%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 6.3%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $254 Million
  • Prior Value $259 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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