Comprehensive Financial Consultants Institutional, Inc. Portfolio Holdings

Comprehensive Financial Consultants Institutional, Inc.

  • $277 Million
  • Q2 2025

Comprehensive Financial Consultants Institutional, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $277 Million distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $8.52M, Invesco Qqq Trust, Series 1 with a value of $7.36M, Microsoft Corp with a value of $7.3M, Broadcom Inc. with a value of $6.67M, and Apple Inc. with a value of $6.12M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $258M to 277M.

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 $277 Million
Technology: $55.8 Million
ETFs: $53.5 Million
Healthcare: $34.4 Million
Financial Services: $31.8 Million
Industrials: $29.5 Million
Consumer Cyclical: $24.2 Million
Communication Services: $14.6 Million
Consumer Defensive: $12.9 Million
Other: $17.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$855B
$8.52 Million 3.08% of portfolio
29,397
Q2 2025 Reduced 5.36%
$0
$7.36 Million 2.66% of portfolio
13,336
Q2 2025 Added 11.21%
$3.91T
$7.3 Million 2.64% of portfolio
14,679
Q2 2025 Reduced 1.37%
$122B
$6.67 Million 2.41% of portfolio
24,180
Q2 2025 Added 0.83%
$3.43T
$6.12 Million 2.21% of portfolio
29,808
Q2 2025 Added 2.5%
$72.1B
$5.77 Million 2.08% of portfolio
54,667
Q2 2025 Reduced 6.22%
$143B
$5.62 Million 2.03% of portfolio
15,749
Q2 2025 Reduced 3.61%
$396B
$5.34 Million 1.93% of portfolio
14,555
Q2 2025 Added 4.31%
$281B
$5.24 Million 1.89% of portfolio
53,540
Q2 2025 Reduced 5.4%
$81B
$4.84 Million 1.75% of portfolio
29,161
Q2 2025 Reduced 2.99%
$101B
$4.75 Million 1.72% of portfolio
17,249
Q2 2025 Reduced 3.31%
$112B
$4.71 Million 1.7% of portfolio
16,246
Q2 2025 Reduced 1.38%
$114B
$4.66 Million 1.68% of portfolio
19,567
Q2 2025 Added 4.65%
$178B
$4.58 Million 1.65% of portfolio
105,932
Q2 2025 Added 1.86%
$73.8B
$4.58 Million 1.65% of portfolio
10,893
Q2 2025 Reduced 1.68%
$446B
$4.5 Million 1.62% of portfolio
29,460
Q2 2025 Added 1.54%
$119B
$4.25 Million 1.54% of portfolio
48,781
Q2 2025 Added 4.48%
$142B
$4.22 Million 1.52% of portfolio
118,329
Q2 2025 Added 7.74%
$139B
$4.17 Million 1.5% of portfolio
18,105
Q2 2025 Added 4.18%
$42.5B
$3.89 Million 1.41% of portfolio
47,821
Q2 2025 Added 12.26%
$709B
$3.87 Million 1.4% of portfolio
4,968
Q2 2025 Reduced 0.6%
$0
$3.67 Million 1.33% of portfolio
5,947
Q2 2025 Added 27.32%
$15.2B
$3.64 Million 1.32% of portfolio
54,290
Q2 2025 Added 10.22%
$347B
$3.46 Million 1.25% of portfolio
18,657
Q2 2025 Added 1,344.04%
$2.26T
$3.28 Million 1.18% of portfolio
14,955
Q2 2025 Reduced 4.03%
$25.1B
$3.17 Million 1.14% of portfolio
14,521
Q2 2025 Reduced 4.34%
$0
$3.02 Million 1.09% of portfolio
29,987
Q2 2025 Reduced 1.97%
$263B
$2.92 Million 1.05% of portfolio
20,576
Q2 2025 Added 21.6%
$1.72T
$2.88 Million 1.04% of portfolio
3,901
Q2 2025 Reduced 29.72%
$0
$2.82 Million 1.02% of portfolio
88,028
Q2 2025 Added 0.71%
$239B
$2.8 Million 1.01% of portfolio
19,888
Q2 2025 Reduced 0.83%
$99B
$2.76 Million 1.0% of portfolio
6,315
Q2 2025 Reduced 20.5%
$1.16T
$2.63 Million 0.95% of portfolio
14,899
Q2 2025 Added 2.95%
$0
$2.6 Million 0.94% of portfolio
61,362
Q2 2025 Reduced 0.1%
$183B
$2.52 Million 0.91% of portfolio
4,770
Q2 2025 Reduced 1.22%
$153B
$2.48 Million 0.9% of portfolio
20,096
Q2 2025 Reduced 9.94%
$555B
$2.5 Million 0.9% of portfolio
7,034
Q2 2025 Reduced 10.11%
$56.5B
$2.43 Million 0.88% of portfolio
12,066
Q2 2025 Reduced 12.29%
$0
$2.42 Million 0.88% of portfolio
44,001
Q2 2025 Reduced 13.89%
$48.6B
$2.38 Million 0.86% of portfolio
30,455
Q2 2025 Added 13.08%
$22.1B
$2.37 Million 0.86% of portfolio
9,867
Q2 2025 Added 2.61%
$54.1B
$2.38 Million 0.86% of portfolio
10,880
Q2 2025 Added 8.26%
$249B
$2.35 Million 0.85% of portfolio
8,621
Q2 2025 Added 7.03%
$3.58B
$2.27 Million 0.82% of portfolio
5,608
Q1 2025 Added 0.39%
$98.8B
$2.25 Million 0.81% of portfolio
7,294
Q2 2025 Added 32.93%
$0
$2.23 Million 0.8% of portfolio
53,222
Q2 2025 Reduced 1.11%
$33B
$2.21 Million 0.8% of portfolio
14,021
Q2 2025 Added 40.24%
$230B
$2.13 Million 0.77% of portfolio
6,836
Q2 2025 Added 59.12%
$25.7B
$2.07 Million 0.75% of portfolio
15,050
Q2 2025 Added 13.5%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $277 Million
  • Prior Value $258 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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