Comprehensive Financial Consultants Institutional, Inc. Sells in Q1 2025

Comprehensive Financial Consultants Institutional, Inc.

  • $258 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-3.9K
- 13.99%
$167.43 - $244.7 $653K - $955K
24K $4.01M
GOOGL
Alphabet Inc.

Communication Services
-541
- 3.6%
$154.33 - $206.19 $83.5K - $112K
14.5K $2.24M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-6.96K
- 23.24%
$36.64 - $45.76 $255K - $318K
23K $861K
HDV
Ishares Core High Dividend ETF

ETFs
-4.13K
- 46.42%
$110.86 - $121.12 $458K - $501K
4.77K $577K
OEF
Ishares S&P 100 ETF

ETFs
-1.36K
- 16.98%
N/A
6.65K $1.77M
MSI
Motorola Solutions, Inc.

Technology
-86
- 0.77%
$411.73 - $482.1 $35.4K - $41.5K
11.1K $4.85M
WMT
Walmart Inc.

Consumer Defensive
-1.65K
- 2.83%
$84.5 - $105.05 $139K - $173K
56.6K $4.97M
META
Meta Platforms, Inc.

Communication Services
-354
- 5.99%
$576.36 - $736.67 $204K - $261K
5.55K $3.2M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-4.81K
- 51.64%
$52.16 - $56.68 $251K - $272K
4.5K $250K
MS
Morgan Stanley

Financial Services
-416
- 2.03%
$111.68 - $141.08 $46.5K - $58.7K
20.1K $2.34M
HON
Honeywell International Inc

Industrials
-404
- 5.42%
$202.75 - $226.52 $81.9K - $91.5K
7.05K $1.49M
EMR
Emerson Electric CO

Industrials
-375
- 3.65%
$108.64 - $131.17 $40.7K - $49.2K
9.89K $1.08M
XLE
Energy Sector Spdr

ETFs
-2.06K
- 36.94%
$85.7 - $93.96 $177K - $194K
3.52K $328K
VTI
Vanguard Total Stock Market Et

ETFs
-339
- 11.32%
$271.18 - $303.12 $91.9K - $103K
2.66K $730K
IBB
Ishares Biotechnology ETF

ETFs
-971
- 33.45%
$127.9 - $140.56 $124K - $136K
1.93K $247K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-680
- 1.31%
$53.6 - $58.97 $36.4K - $40.1K
51.1K $2.8M
JPM
Jpmorgan Chase & CO

Financial Services
-1.22K
- 3.79%
$225.19 - $279.95 $276K - $343K
31.1K $7.62M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1.3K
- 2.07%
$39.33 - $41.52 $51.1K - $54K
61.4K $2.44M
TFC
Truist Financial Corp

Financial Services
-665
- 2.62%
$39.48 - $48.15 $26.3K - $32K
24.7K $1.02M
XLK
Technology Sector Spdr

ETFs
-51
- 2.05%
$206.38 - $242.18 $10.5K - $12.4K
2.44K $502K
IVV
Ishares Core S&P 500 ETF

ETFs
-26
- 1.23%
$554.06 - $615.85 $14.4K - $16K
2.09K $1.17M
CAT
Caterpillar Inc

Industrials
-27
- 1.79%
$326.75 - $407.63 $8.82K - $11K
1.48K $489K
BA
Boeing CO

Industrials
-100
- 1.71%
$148.15 - $186.25 $14.8K - $18.6K
5.74K $979K
FISV
Fiserv Inc

Technology
-323
- 2.49%
N/A
12.6K $1.58M
IDV
Ishares Tr

ETFs
-2.9K
- 21.44%
$27.0 - $31.7 $78.3K - $91.9K
10.6K $329K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-329
- 1.71%
N/A
19K $1.63M
CMA
Comerica Inc

Financial Services
-170
- 3.69%
$56.11 - $68.38 $9.54K - $11.6K
4.44K $262K
PG
Procter & Gamble CO

Consumer Defensive
-252
- 2.66%
$158.56 - $176.26 $40K - $44.4K
9.21K $1.57M
COF
Capital One Financial Corp

Financial Services
-111
- 2.06%
$163.87 - $209.82 $18.2K - $23.3K
5.28K $946K
CSCO
Cisco Systems, Inc.

Technology
-1.2K
- 4.15%
$58.74 - $64.87 $70.3K - $77.6K
27.6K $1.7M
Wisdomtree Tr
-389
- 0.9%
N/A
42.6K $0
First Tr Exchng Traded Fd Vi
-6.55K
- 5.45%
N/A
113K $0
Linde PLC
-81
- 3.31%
N/A
2.36K $0
Innovator Etfs Trust
-894
- 6.66%
N/A
12.5K $0
PNOV
Innovator U.S. Equity Power Bu
-6.85K
- 7.26%
N/A
87.5K $0
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-6
- 0.02%
$20.64 - $20.73 $124 - $124
37.1K $767K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-55
- 1.26%
$113.59 - $123.29 $6.25K - $6.78K
4.32K $503K
TJX
Tjx Companies Inc

Consumer Cyclical
-114
- 0.51%
$112.81 - $126.16 $12.9K - $14.4K
22.3K $2.72M
SLV
I Shares Silver Trust

ETFs
-1.2K
- 10.56%
$26.93 - $31.32 $32.3K - $37.6K
10.2K $315K
JCI
Johnson Controls International PLC

Industrials
-518
- 0.88%
$76.12 - $90.6 $39.4K - $46.9K
58.3K $4.67M
IBM
International Business Machines Corp

Technology
-3
- 0.26%
$217.4 - $264.74 $652 - $794
1.16K $287K
BMY
Bristol Myers Squibb CO

Healthcare
-945
- 4.21%
$53.9 - $63.11 $50.9K - $59.6K
21.5K $1.31M
XOM
Exxon Mobil Corp

Energy
-1
- 0.02%
$105.44 - $118.93 $105 - $119
4.16K $494K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-118
- 0.38%
$97.38 - $104.52 $11.5K - $12.3K
30.6K $3.13M
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.02%
$114.1 - $135.66 $114 - $136
4.48K $593K
MCD
Mcdonalds Corp

Consumer Cyclical
-51
- 1.05%
$279.74 - $321.29 $14.3K - $16.4K
4.82K $1.51M
DUK
Duke Energy Corp

Utilities
-82
- 0.94%
$105.87 - $121.97 $8.68K - $10K
8.64K $1.05M
ABT
Abbott Laboratories

Healthcare
-881
- 7.34%
$111.1 - $140.22 $97.9K - $124K
11.1K $1.47M
KO
Coca Cola CO

Consumer Defensive
-274
- 1.62%
$60.81 - $72.32 $16.7K - $19.8K
16.6K $1.19M
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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