Comprehensive Financial Consultants Institutional, Inc. Purchases in Q1 2025

Comprehensive Financial Consultants Institutional, Inc.

  • $258 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FIS
Fidelity National Information Services, Inc.

Technology
27.5K
+ 181.34%
$68.12 - $83.42 $1.87M - $2.29M
42.6K $3.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.3K
+ 241.2%
$551.42 - $612.93 $1.82M - $2.02M
4.67K $2.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.97K
+ 49.47%
$468.34 - $539.52 $1.86M - $2.14M
12K $5.62M
CDNS
Cadence Design Systems Inc

Technology
5.49K
New
$233.96 - $324.52 $1.28M - $1.78M
5.49K $1.4M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
22.7K
New
$41.74 - $43.57 $947K - $988K
22.7K $956K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
23.5K
New
$32.13 - $33.82 $756K - $796K
23.5K $761K
VZ
Verizon Communications Inc

Communication Services
4.15K
+ 4.16%
$37.81 - $46.49 $157K - $193K
104K $4.72M
JNJ
Johnson & Johnson

Healthcare
747
+ 2.64%
$142.06 - $167.7 $106K - $125K
29K $4.81M
LLY
Eli Lilly & CO

Healthcare
347
+ 7.46%
$725.72 - $929.72 $252K - $323K
5K $4.13M
MDT
Medtronic PLC

Healthcare
725
+ 1.58%
$79.84 - $94.5 $57.9K - $68.5K
46.7K $4.2M
MPC
Marathon Petroleum Corp

Energy
2.16K
+ 7.73%
$134.72 - $159.03 $291K - $343K
30.1K $4.38M
CCI
Crown Castle International Corp

Real Estate
3.59K
+ 49.3%
$84.33 - $106.39 $302K - $382K
10.9K $1.13M
CMCSA
Comcast Corp

Communication Services
14K
+ 14.56%
$33.19 - $38.23 $463K - $534K
110K $4.05M
ICE
Intercontinental Exchange, Inc.

Financial Services
239
+ 1.55%
$142.8 - $176.36 $34.1K - $42.2K
15.7K $2.71M
DRI
Darden Restaurants Inc

Consumer Cyclical
268
+ 1.8%
$180.02 - $208.56 $48.2K - $55.9K
15.2K $3.15M
BALT
Innovator Etfs Tr
11.4K
+ 15.01%
$31.31 - $31.89 $357K - $364K
87.4K $2.74M
XLF
Financial Sector Spdr

ETFs
7K
New
$47.32 - $52.19 $331K - $365K
7K $348K
FDL
First Tr Morningstar Dividend

ETFs
4.38K
+ 8.86%
$39.69 - $43.83 $174K - $192K
53.8K $2.34M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
6.11K
New
$53.81 - $62.59 $329K - $383K
6.11K $342K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
8.71K
New
$37.69 - $39.76 $328K - $346K
8.71K $330K
CVX
Chevron Corp

Energy
184
+ 1.78%
$146.71 - $167.97 $27K - $30.9K
10.5K $1.76M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15.3K
New
$16.57 - $18.85 $254K - $288K
15.3K $254K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.72K
New
$67.24 - $84.27 $250K - $313K
3.72K $253K
EL
Estee Lauder Companies Inc

Consumer Defensive
5.78K
+ 38.92%
$64.26 - $85.48 $371K - $494K
20.6K $1.36M
STE
Steris PLC

Healthcare
160
+ 1.69%
$202.46 - $232.74 $32.4K - $37.2K
9.62K $2.18M
PM
Philip Morris International Inc.

Consumer Defensive
1.46K
New
$117.15 - $158.79 $171K - $232K
1.46K $231K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
12.2K
New
$18.18 - $18.58 $222K - $227K
12.2K $226K
MMM
3 M CO

Industrials
1.5K
New
$129.7 - $155.12 $195K - $233K
1.5K $220K
CASY
Caseys General Stores Inc

Consumer Cyclical
472
New
$378.71 - $442.54 $179K - $209K
472 $204K
UNP
Union Pacific Corp

Industrials
260
+ 1.52%
$225.21 - $254.42 $58.6K - $66.1K
17.4K $4.11M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.98K
New
$56.12 - $68.15 $167K - $203K
2.98K $202K
MRK
Merck & Co., Inc.

Healthcare
6.48K
+ 16.35%
$83.01 - $101.02 $538K - $655K
46.1K $4.14M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.7K
+ 40.21%
$62.72 - $71.92 $169K - $194K
9.4K $592K
UNH
Unitedhealth Group Inc

Healthcare
163
+ 3.94%
$461.52 - $548.18 $75.2K - $89.4K
4.3K $2.25M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
7.22K
+ 34.53%
$20.05 - $20.4 $145K - $147K
28.1K $572K
AZN
Astrazeneca PLC

Healthcare
243
+ 1.46%
$65.37 - $77.96 $15.9K - $18.9K
16.9K $1.24M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.06%
$433.45 - $513.82 $867 - $1.03K
3.45K $1.77M
NVDA
Nvidia Corp

Technology
1.9K
+ 64.89%
$106.98 - $149.43 $204K - $285K
4.84K $524K
EW
Edwards Lifesciences Corp

Healthcare
2.3K
+ 9.36%
$67.95 - $76.19 $157K - $176K
26.9K $1.95M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.63K
+ 13.41%
$78.0 - $84.37 $127K - $137K
13.8K $1.1M
PEP
Pepsico Inc

Consumer Defensive
867
+ 10.23%
$142.64 - $156.42 $124K - $136K
9.35K $1.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
119
+ 0.81%
$283.24 - $338.07 $33.7K - $40.2K
14.7K $4.35M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
173
+ 1.05%
$87.68 - $94.52 $15.2K - $16.4K
16.7K $1.57M
SPGI
S&P Global Inc.

Financial Services
85
+ 1.79%
$478.26 - $543.77 $40.7K - $46.2K
4.83K $2.45M
ADI
Analog Devices Inc

Technology
1.38K
+ 7.96%
$201.56 - $243.82 $278K - $336K
18.7K $3.77M
FANG
Diamondback Energy, Inc.

Energy
856
+ 6.9%
$139.9 - $180.18 $120K - $154K
13.3K $2.12M
KMB
Kimberly Clark Corp

Consumer Defensive
77
+ 1.37%
$124.46 - $147.4 $9.58K - $11.3K
5.71K $812K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
725
+ 5.0%
$33.63 - $37.64 $24.4K - $27.3K
15.2K $563K
SYK
Stryker Corp

Healthcare
36
+ 0.8%
$355.18 - $399.9 $12.8K - $14.4K
4.52K $1.68M
Activity Summary
Buys All Purchases 97 New Holdings 20 Increased Positions 77 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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