Comprehensive Financial Consultants Institutional, Inc. Portfolio Holdings

Comprehensive Financial Consultants Institutional, Inc.

  • $259 Million
  • Q3 2024

Comprehensive Financial Consultants Institutional, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $259 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 $7.01M, Apple Inc. with a value of $6.65M, Microsoft Corp with a value of $6.19M, Home Depot, Inc. with a value of $5.47M, and Eaton Corp PLC with a value of $5.34M.

Examining the 13F form we can see an increase of $16.3M in the current position value, from $243M to 259M.

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 $259 Million
ETFs: $50.1 Million
Technology: $41.5 Million
Healthcare: $32.1 Million
Financial Services: $30.2 Million
Industrials: $29.9 Million
Consumer Cyclical: $21.9 Million
Consumer Defensive: $14.3 Million
Communication Services: $13.9 Million
Other: $21.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.65B
$1.07 Million 0.41% of portfolio
9,889
Q3 2024 Reduced 5.5%
$3.35B
$738,000 0.28% of portfolio
4,380
Q3 2024 Added 973.53%
$7.6B
$295,000 0.11% of portfolio
3,234
Q1 2024 New
$8.17B
$276,000 0.11% of portfolio
4,607
Q3 2024 Reduced 5.73%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $259 Million
  • Prior Value $243 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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