Comprehensive Financial Consultants Institutional, Inc. Reduced Holdings in Q3 2024

Comprehensive Financial Consultants Institutional, Inc.

  • $259 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-34.6K
- 44.27%
$44.74 - $53.22 $1.55M - $1.84M
43.6K $2.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.37K
- 49.4%
$162.64 - $179.3 $873K - $962K
5.5K $985K
MSFT
Microsoft Corp

Technology
-258
- 1.76%
$395.15 - $467.56 $102K - $121K
14.4K $6.19M
FANG
Diamondback Energy, Inc.

Energy
-101
- 0.85%
$168.46 - $210.94 $17K - $21.3K
11.7K $2.03M
QCOM
Qualcomm Inc

Technology
-64
- 0.85%
$156.12 - $209.64 $9.99K - $13.4K
7.49K $1.27M
ROBO
Robo Global Robotics And Autom

ETFs
-2.58K
- 21.45%
$50.56 - $58.65 $130K - $151K
9.44K $538K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.07%
$772.14 - $960.02 $2.32K - $2.88K
4.53K $4.02M
AMGN
Amgen Inc

Healthcare
-411
- 8.28%
$309.38 - $337.38 $127K - $139K
4.56K $1.47M
WM
Waste Management Inc

Industrials
-114
- 1.42%
$196.96 - $223.45 $22.5K - $25.5K
7.93K $1.65M
AZN
Astrazeneca PLC

Healthcare
-869
- 4.87%
$76.67 - $87.62 $66.6K - $76.1K
17K $1.32M
XLE
Energy Sector Spdr

ETFs
-486
- 8.81%
$84.35 - $93.39 $41K - $45.4K
5.03K $441K
VIG
Vanguard Dividend Appreciation

ETFs
-309
- 3.01%
$182.15 - $182.15 $56.3K - $56.3K
9.97K $1.82M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-4.56K
- 4.79%
$36.89 - $39.25 $168K - $179K
90.8K $3.56M
XLV
Select Sector Spdr Fund Health

ETFs
-500
- 13.21%
$143.3 - $157.24 $71.7K - $78.6K
3.28K $505K
XLK
Technology Sector Spdr

ETFs
-118
- 4.64%
$197.34 - $237.68 $23.3K - $28K
2.43K $547K
EMR
Emerson Electric CO

Industrials
-132
- 1.22%
$98.19 - $118.87 $13K - $15.7K
10.7K $1.17M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-70
- 0.36%
$85.84 - $85.84 $6.01K - $6.01K
19.2K $1.65M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.69K
- 8.95%
$83.76 - $91.82 $141K - $155K
17.2K $1.57M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-1.17K
- 11.12%
$54.75 - $61.2 $63.8K - $71.3K
9.31K $569K
IBB
Ishares Biotechnology ETF

ETFs
-255
- 6.09%
$135.09 - $149.47 $34.4K - $38.1K
3.93K $572K
Linde PLC
-133
- 5.03%
N/A
2.51K $0
First Tr Exchng Traded Fd Vi
-5.32K
- 4.27%
N/A
119K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-340
- 6.89%
N/A
4.6K $0
FTGS
First Tr Exchange Traded Fd Gr
-478
- 0.96%
N/A
49.3K $0
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-136
- 0.31%
$19.2 - $19.63 $2.61K - $2.67K
43.2K $845K
MO
Altria Group, Inc.

Consumer Defensive
-406
- 6.42%
$45.95 - $54.71 $18.7K - $22.2K
5.92K $301K
RDVY
First Trust Rising Dividend Ac

ETFs
-759
- 5.13%
$53.68 - $59.24 $40.7K - $45K
14K $831K
VTI
Vanguard Total Stock Market Et

ETFs
-94
- 2.82%
$255.18 - $283.2 $24K - $26.6K
3.24K $917K
CMA
Comerica Inc

Financial Services
-280
- 5.73%
$49.93 - $61.49 $14K - $17.2K
4.61K $276K
IDV
Ishares Tr

ETFs
-250
- 1.81%
$27.62 - $30.64 $6.91K - $7.66K
13.5K $408K
TGT
Target Corp

Consumer Defensive
-16
- 0.32%
$133.47 - $159.25 $2.14K - $2.55K
5.01K $780K
HDV
Ishares Core High Dividend ETF

ETFs
-395
- 4.21%
$107.62 - $118.76 $42.5K - $46.9K
8.99K $1.06M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-98
- 0.87%
$50.02 - $54.5 $4.9K - $5.34K
11.2K $609K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-122
- 2.82%
$102.05 - $114.97 $12.5K - $14K
4.21K $484K
COF
Capital One Financial Corp

Financial Services
-255
- 3.69%
$131.42 - $153.05 $33.5K - $39K
6.65K $996K
WTFC
Wintrust Financial Corp

Financial Services
-576
- 5.5%
$96.43 - $111.89 $55.5K - $64.4K
9.89K $1.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.06%
$517.38 - $573.86 $517 - $574
1.71K $979K
IBM
International Business Machines Corp

Technology
-3
- 0.26%
$175.1 - $223.38 $525 - $670
1.16K $256K
MS
Morgan Stanley

Financial Services
-206
- 1.81%
$92.07 - $106.96 $19K - $22K
11.2K $1.16M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2
- 0.02%
$75.88 - $83.21 $152 - $166
11.3K $941K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-36
- 0.48%
$77.23 - $87.97 $2.78K - $3.17K
7.49K $650K
PG
Procter & Gamble CO

Consumer Defensive
-76
- 0.79%
$160.76 - $177.82 $12.2K - $13.5K
9.59K $1.66M
TFC
Truist Financial Corp

Financial Services
-885
- 3.23%
$38.22 - $44.94 $33.8K - $39.8K
26.5K $1.13M
RTX
Raytheon Technologies Corp

Industrials
-2
- 0.04%
$99.55 - $123.34 $199 - $247
4.48K $543K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-35
- 0.1%
$42.22 - $48.62 $1.48K - $1.7K
34.9K $1.63M
ABT
Abbott Laboratories

Healthcare
-120
- 1.01%
$100.07 - $118.13 $12K - $14.2K
11.7K $1.34M
FDL
First Tr Morningstar Dividend

ETFs
-2.18K
- 4.24%
$37.66 - $42.06 $82.1K - $91.6K
49.2K $2.06M
KO
Coca Cola CO

Consumer Defensive
-286
- 1.65%
$62.69 - $73.01 $17.9K - $20.9K
17K $1.22M
TJX
Tjx Companies Inc

Consumer Cyclical
-385
- 1.71%
$107.93 - $120.23 $41.6K - $46.3K
22.2K $2.61M
Activity Summary
Buys All Purchases 75 New Holdings 14 Increased Positions 61 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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