Comprehensive Financial Consultants Institutional, Inc. Portfolio Holdings

Comprehensive Financial Consultants Institutional, Inc.

  • $231 Million
  • Q1 2024

Comprehensive Financial Consultants Institutional, Inc. has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $231 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $6.36M, Microsoft Corp with a value of $6.06M, Marathon Petroleum Corp with a value of $5.42M, Eaton Corp PLC with a value of $5.14M, and Apple Inc. with a value of $4.87M.

Examining the 13F form we can see an increase of $18.7M in the current position value, from $213M to 231M.

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 $231 Million
ETFs: $51.2 Million
Technology: $35.5 Million
Healthcare: $28.9 Million
Industrials: $26.4 Million
Financial Services: $26.2 Million
Consumer Cyclical: $17.9 Million
Energy: $15.3 Million
Communication Services: $12.2 Million
Other: $17.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$593B
$6.36 Million 2.75% of portfolio
31,736
Q1 2024 Reduced 1.9%
$3.33T
$6.06 Million 2.62% of portfolio
14,402
Q1 2024 Added 2.45%
$86.5B
$5.42 Million 2.34% of portfolio
26,874
Q1 2024 Reduced 1.87%
$125B
$5.14 Million 2.22% of portfolio
16,449
Q1 2024 Reduced 6.37%
$3.38T
$4.87 Million 2.1% of portfolio
28,384
Q1 2024 Added 5.21%
$352B
$4.7 Million 2.03% of portfolio
12,251
Q1 2024 Added 2.57%
$314B
$4.51 Million 1.95% of portfolio
34,165
Q1 2024 Reduced 0.01%
$64.4B
$4.03 Million 1.74% of portfolio
11,363
Q1 2024 Added 0.26%
$106B
$3.88 Million 1.68% of portfolio
14,975
Q1 2024 Added 0.45%
$184B
$3.68 Million 1.59% of portfolio
61,188
Q1 2024 Added 199.03%
$650B
$3.61 Million 1.56% of portfolio
2,723
Q1 2024 Reduced 1.87%
$0
$3.58 Million 1.55% of portfolio
97,374
Q1 2024 New
$382B
$3.59 Million 1.55% of portfolio
22,711
Q1 2024 Added 4.73%
$139B
$3.54 Million 1.53% of portfolio
14,383
Q1 2024 Added 2.77%
$173B
$3.53 Million 1.53% of portfolio
84,213
Q1 2024 Added 0.46%
$0
$3.44 Million 1.49% of portfolio
7,747
Q1 2024 Added 1.12%
$70.7B
$3.37 Million 1.46% of portfolio
15,674
Q1 2024 Added 3.46%
$195B
$3.36 Million 1.45% of portfolio
67,298
Q1 2024 Added 5.48%
$19B
$3.31 Million 1.43% of portfolio
40,334
Q1 2024 Added 4.55%
$31B
$3.29 Million 1.42% of portfolio
65,598
Q1 2024 Added 6.17%
$860B
$3.22 Million 1.39% of portfolio
4,133
Q1 2024 Reduced 0.77%
$172B
$3.21 Million 1.38% of portfolio
73,951
Q1 2024 Added 4.91%
$105B
$3.17 Million 1.37% of portfolio
36,372
Q1 2024 Added 5.69%
$1.13T
$3.12 Million 1.35% of portfolio
6,416
Q1 2024 Reduced 1.7%
$0
$2.99 Million 1.29% of portfolio
29,451
Q1 2024 Added 0.51%
$0
$2.95 Million 1.27% of portfolio
50,788
Q1 2024 Reduced 0.53%
$57.2B
$2.91 Million 1.26% of portfolio
12,025
Q1 2024 Added 10.2%
$1.97T
$2.68 Million 1.16% of portfolio
14,879
Q1 2024 Added 5.67%
$76.2B
$2.45 Million 1.06% of portfolio
8,160
Q1 2024 Reduced 0.79%
$0
$2.38 Million 1.03% of portfolio
60,801
Q1 2024 New
$262B
$2.32 Million 1.0% of portfolio
12,877
Q1 2024 Added 19.14%
$1.09T
$2.32 Million 1.0% of portfolio
15,356
Q1 2024 Added 9.0%
$43.2B
$2.31 Million 1.0% of portfolio
13,326
Q1 2024 Reduced 1.47%
$257B
$2.27 Million 0.98% of portfolio
7,537
Q1 2024 Added 0.63%
$35.6B
$2.25 Million 0.97% of portfolio
11,361
Q1 2024 Added 5.02%
$128B
$2.23 Million 0.96% of portfolio
22,010
Q1 2024 Added 3.21%
$429B
$2.11 Million 0.91% of portfolio
7,557
Q1 2024 Added 6.48%
$70.7B
$2.11 Million 0.91% of portfolio
8,516
Q1 2024 Added 3.56%
$30.7B
$2.04 Million 0.88% of portfolio
51,852
Q1 2024 Added 4.66%
$76.4B
$2.02 Million 0.87% of portfolio
14,676
Q1 2024 Added 4.26%
$0
$1.99 Million 0.86% of portfolio
51,624
Q1 2024 Added 364.29%
$0
$1.98 Million 0.85% of portfolio
8,000
Q1 2024 Added 3.43%
$57.1B
$1.95 Million 0.84% of portfolio
20,436
Q1 2024 Added 8.6%
$39.3B
$1.93 Million 0.83% of portfolio
7,625
Q1 2024 Added 6.12%
$0
$1.88 Million 0.81% of portfolio
10,287
Q1 2024 Reduced 1.64%
$0
$1.83 Million 0.79% of portfolio
11,114
Q1 2024 Reduced 2.35%
$145B
$1.79 Million 0.77% of portfolio
4,199
Q1 2024 Added 4.5%
$476B
$1.75 Million 0.76% of portfolio
3,536
Q1 2024 Added 6.63%
$22B
$1.73 Million 0.75% of portfolio
7,685
Q1 2024 Added 5.1%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $231 Million
  • Prior Value $213 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 16 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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