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 Market Cap. of $10 Billions to $200 Billions
