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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$697B
$7.01 Million 2.7% of portfolio
33,242
Q3 2024 Reduced 0.24%
$4.09T
$6.65 Million 2.56% of portfolio
28,533
Q3 2024 Reduced 2.49%
$3.25T
$6.19 Million 2.39% of portfolio
14,377
Q3 2024 Reduced 1.76%
$402B
$5.47 Million 2.11% of portfolio
13,507
Q3 2024 Added 0.47%
$135B
$5.34 Million 2.06% of portfolio
16,131
Q3 2024 Added 0.16%
$78.4B
$5.18 Million 2.0% of portfolio
11,525
Q3 2024 Reduced 1.74%
$250B
$4.93 Million 1.9% of portfolio
61,028
Q3 2024 Reduced 5.67%
$89.4B
$4.78 Million 1.84% of portfolio
27,682
Q3 2024 Added 857.85%
$19.3B
$4.69 Million 1.81% of portfolio
45,446
Q3 2024 Added 1.22%
$113B
$4.66 Million 1.8% of portfolio
16,174
Q3 2024 Added 1.2%
$55.5B
$4.47 Million 1.72% of portfolio
57,566
Q3 2024 Added 2.31%
$378B
$4.41 Million 1.7% of portfolio
27,189
Q3 2024 Added 3.08%
$66.5B
$4.39 Million 1.69% of portfolio
26,960
Q3 2024 Added 1.11%
$168B
$4.26 Million 1.64% of portfolio
94,923
Q3 2024 Added 2.76%
$65.4B
$4.21 Million 1.62% of portfolio
14,142
Q3 2024 Reduced 1.81%
$248B
$4.2 Million 1.62% of portfolio
36,985
Q3 2024 Added 2.93%
$139B
$4.03 Million 1.55% of portfolio
16,352
Q3 2024 Added 2.58%
$730B
$4.02 Million 1.55% of portfolio
4,534
Q3 2024 Reduced 0.07%
$108B
$3.93 Million 1.52% of portfolio
43,645
Q3 2024 Added 3.78%
$168B
$3.79 Million 1.46% of portfolio
90,724
Q3 2024 Added 3.69%
$0
$3.75 Million 1.44% of portfolio
7,677
Q3 2024 Added 0.18%
$0
$3.56 Million 1.37% of portfolio
90,778
Q3 2024 Reduced 4.79%
$109B
$3.54 Million 1.36% of portfolio
15,371
Q3 2024 Added 166.58%
$1.32T
$3.42 Million 1.32% of portfolio
5,974
Q3 2024 Added 0.07%
$87.4B
$3.11 Million 1.2% of portfolio
8,005
Q3 2024 Reduced 1.56%
$20.1B
$3.08 Million 1.19% of portfolio
78,682
Q3 2024 Added 5.16%
$0
$3.07 Million 1.18% of portfolio
28,780
Q3 2024 Added 0.62%
$0
$2.97 Million 1.15% of portfolio
51,439
Q3 2024 Reduced 1.04%
$2.29T
$2.91 Million 1.12% of portfolio
15,605
Q3 2024 Added 8.62%
$142B
$2.61 Million 1.01% of portfolio
22,182
Q3 2024 Reduced 1.71%
$52.3B
$2.57 Million 0.99% of portfolio
13,563
Q3 2024 Reduced 0.75%
$0
$2.53 Million 0.97% of portfolio
63,102
Q3 2024 New
$83.9B
$2.49 Million 0.96% of portfolio
15,500
Q3 2024 Reduced 0.9%
$1.14T
$2.45 Million 0.94% of portfolio
14,778
Q3 2024 Added 1.87%
$160B
$2.36 Million 0.91% of portfolio
4,571
Q3 2024 Reduced 1.04%
$240B
$2.32 Million 0.89% of portfolio
43,606
Q3 2024 Reduced 44.27%
$468B
$2.3 Million 0.89% of portfolio
3,940
Q3 2024 Reduced 1.3%
$192B
$2.25 Million 0.87% of portfolio
13,735
Q3 2024 Added 2.61%
$23B
$2.21 Million 0.85% of portfolio
13,461
Q3 2024 Added 5.57%
$519B
$2.18 Million 0.84% of portfolio
7,945
Q3 2024 Added 0.34%
$0
$2.16 Million 0.83% of portfolio
8,108
Q3 2024 Added 0.67%
$344B
$2.15 Million 0.83% of portfolio
7,868
Q3 2024 Added 1.46%
$20.8B
$2.14 Million 0.82% of portfolio
8,818
Q3 2024 Reduced 0.5%
$55.2B
$2.14 Million 0.82% of portfolio
8,912
Q3 2024 Added 0.08%
$40.9B
$2.09 Million 0.81% of portfolio
8,792
Q3 2024 Added 0.77%
$0
$2.11 Million 0.81% of portfolio
68,519
Q3 2024 Added 13.8%
$0
$2.06 Million 0.8% of portfolio
49,202
Q3 2024 Reduced 4.24%
$27.5B
$2.03 Million 0.78% of portfolio
11,746
Q3 2024 Reduced 0.85%
$36.6B
$1.99 Million 0.77% of portfolio
8,409
Q3 2024 Reduced 0.14%

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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