Comprehensive Financial Consultants Institutional, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $7.74M, Apple Inc. with a value of $7.22M, Broadcom Inc. with a value of $6.46M, Microsoft Corp with a value of $6.19M, and Home Depot, Inc. with a value of $5.4M.
Examining the 13F form we can see an decrease of $5.61M in the current position value, from $259M to 254M.
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
$254 Million
Technology: $45.1 Million
ETFs: $44.8 Million
Financial Services: $31.7 Million
Healthcare: $30.5 Million
Industrials: $29.2 Million
Consumer Cyclical: $22.2 Million
Communication Services: $13.9 Million
Consumer Defensive: $13.8 Million
Other: $18.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions