Comprehensive Financial Consultants Institutional, Inc. Portfolio Holdings

Comprehensive Financial Consultants Institutional, Inc.

  • $258 Million
  • Q1 2025

Comprehensive Financial Consultants Institutional, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $258 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $7.62M, Apple Inc. with a value of $6.46M, Invesco Qqq Trust, Series 1 with a value of $5.62M, Microsoft Corp with a value of $5.59M, and Home Depot, Inc. with a value of $5.11M.

Examining the 13F form we can see an increase of $4.19M in the current position value, from $254M to 258M.

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 $258 Million
ETFs: $48.9 Million
Technology: $43.8 Million
Healthcare: $33.6 Million
Financial Services: $32.9 Million
Industrials: $28.5 Million
Consumer Cyclical: $21.4 Million
Consumer Defensive: $14.5 Million
Communication Services: $14.2 Million
Other: $17.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$773B
$7.62 Million 2.95% of portfolio
31,063
Q1 2025 Reduced 3.79%
$3.22T
$6.46 Million 2.5% of portfolio
29,080
Q1 2025 Added 0.89%
$3.41T
$5.59 Million 2.17% of portfolio
14,883
Q1 2025 Added 1.28%
$377B
$5.11 Million 1.98% of portfolio
13,954
Q1 2025 Added 0.54%
$120B
$4.97 Million 1.93% of portfolio
16,473
Q1 2025 Added 1.89%
$264B
$4.97 Million 1.93% of portfolio
56,595
Q1 2025 Reduced 2.83%
$70.2B
$4.85 Million 1.88% of portfolio
11,079
Q1 2025 Reduced 0.77%
$399B
$4.81 Million 1.87% of portfolio
29,014
Q1 2025 Added 2.64%
$103B
$4.73 Million 1.84% of portfolio
17,840
Q1 2025 Reduced 5.04%
$181B
$4.72 Million 1.83% of portfolio
103,995
Q1 2025 Added 4.16%
$69.9B
$4.67 Million 1.81% of portfolio
58,294
Q1 2025 Reduced 0.88%
$130B
$4.44 Million 1.72% of portfolio
16,338
Q1 2025 Added 1.3%
$79.1B
$4.38 Million 1.7% of portfolio
30,060
Q1 2025 Added 7.73%
$60.3B
$4.35 Million 1.69% of portfolio
14,746
Q1 2025 Added 0.81%
$108B
$4.2 Million 1.63% of portfolio
46,690
Q1 2025 Added 1.58%
$193B
$4.14 Million 1.61% of portfolio
46,114
Q1 2025 Added 16.35%
$137B
$4.11 Million 1.59% of portfolio
17,378
Q1 2025 Added 1.52%
$153B
$4.05 Million 1.57% of portfolio
109,831
Q1 2025 Added 14.56%
$97B
$4.01 Million 1.56% of portfolio
23,980
Q1 2025 Reduced 13.99%
$111B
$3.77 Million 1.46% of portfolio
18,697
Q1 2025 Added 7.96%
$16.1B
$3.63 Million 1.41% of portfolio
49,258
Q1 2025 Added 4.04%
$1.45T
$3.2 Million 1.24% of portfolio
5,551
Q1 2025 Reduced 5.99%
$48.6B
$3.18 Million 1.23% of portfolio
42,597
Q1 2025 Added 181.34%
$26.2B
$3.15 Million 1.22% of portfolio
15,180
Q1 2025 Added 1.8%
$2.09T
$2.96 Million 1.15% of portfolio
15,583
Q1 2025 Added 0.24%
$55.4B
$2.85 Million 1.1% of portfolio
13,756
Q1 2025 Reduced 0.07%
$588B
$2.74 Million 1.06% of portfolio
7,825
Q1 2025 Reduced 4.89%
$99.3B
$2.71 Million 1.05% of portfolio
15,702
Q1 2025 Added 1.55%
$147B
$2.72 Million 1.05% of portfolio
22,313
Q1 2025 Reduced 0.51%
$100B
$2.68 Million 1.04% of portfolio
7,943
Q1 2025 Added 0.57%
$167B
$2.45 Million 0.95% of portfolio
4,829
Q1 2025 Added 1.79%
$216B
$2.34 Million 0.91% of portfolio
20,054
Q1 2025 Reduced 2.03%
$1.03T
$2.24 Million 0.87% of portfolio
14,472
Q1 2025 Reduced 3.6%
$279B
$2.25 Million 0.87% of portfolio
4,296
Q1 2025 Added 3.94%
$276B
$2.16 Million 0.84% of portfolio
8,055
Q1 2025 Added 1.85%
$24.5B
$2.18 Million 0.84% of portfolio
9,616
Q1 2025 Added 1.69%
$24.2B
$2.12 Million 0.82% of portfolio
13,260
Q1 2025 Added 6.9%
$46.8B
$2 Million 0.77% of portfolio
9,540
Q1 2025 Added 2.9%
$47.4B
$1.95 Million 0.76% of portfolio
26,932
Q1 2025 Added 9.36%
$51.5B
$1.91 Million 0.74% of portfolio
10,050
Q1 2025 Added 6.93%
$73.2B
$1.77 Million 0.69% of portfolio
3,452
Q1 2025 Added 0.06%
$25.8B
$1.76 Million 0.68% of portfolio
9,998
Q1 2025 Added 8.07%
$266B
$1.76 Million 0.68% of portfolio
10,511
Q1 2025 Added 1.78%
$97.3B
$1.73 Million 0.67% of portfolio
7,491
Q1 2025 Reduced 2.41%
$182B
$1.74 Million 0.67% of portfolio
16,921
Q1 2025 Added 13.15%
$260B
$1.7 Million 0.66% of portfolio
27,611
Q1 2025 Reduced 4.15%
$144B
$1.68 Million 0.65% of portfolio
4,518
Q1 2025 Added 0.8%
$3.4B
$1.62 Million 0.63% of portfolio
5,608
Q1 2025 Added 0.39%
$0
$1.62 Million 0.63% of portfolio
36,819
Q1 2025 Added 6.18%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $258 Million
  • Prior Value $254 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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