Comprehensive Financial Consultants Institutional, Inc. Portfolio Holdings

Comprehensive Financial Consultants Institutional, Inc.

  • $243 Million
  • Q2 2024

Comprehensive Financial Consultants Institutional, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $243 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $6.74M, Microsoft Corp with a value of $6.54M, Apple Inc. with a value of $6.16M, Eaton Corp PLC with a value of $5.05M, and Broadcom Inc. with a value of $4.64M.

Examining the 13F form we can see an increase of $11.6M in the current position value, from $231M to 243M.

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 $243 Million
ETFs: $49.7 Million
Technology: $39.7 Million
Healthcare: $31 Million
Financial Services: $27.4 Million
Industrials: $27.2 Million
Consumer Cyclical: $18.9 Million
Energy: $14.9 Million
Communication Services: $12.9 Million
Other: $18.7 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$617B
$6.74 Million 2.77% of portfolio
33,323
Q2 2024 Added 5.0%
$3.19T
$6.54 Million 2.69% of portfolio
14,635
Q2 2024 Added 1.62%
$3.66T
$6.16 Million 2.54% of portfolio
29,262
Q2 2024 Added 3.09%
$409B
$4.63 Million 1.9% of portfolio
13,444
Q2 2024 Added 9.74%
$288B
$4.45 Million 1.83% of portfolio
35,932
Q2 2024 Added 5.17%
$217B
$4.38 Million 1.8% of portfolio
64,698
Q2 2024 Added 5.74%
$834B
$4.11 Million 1.69% of portfolio
4,537
Q2 2024 Added 9.77%
$422B
$3.86 Million 1.59% of portfolio
26,377
Q2 2024 Added 16.14%
$218B
$3.72 Million 1.53% of portfolio
78,247
Q2 2024 Added 16.27%
$1.28T
$3.01 Million 1.24% of portfolio
5,970
Q2 2024 Reduced 6.95%
$1.92T
$2.78 Million 1.14% of portfolio
14,367
Q2 2024 Reduced 3.44%
$979B
$2.64 Million 1.09% of portfolio
14,507
Q2 2024 Reduced 5.53%
$265B
$2.17 Million 0.89% of portfolio
13,386
Q2 2024 Added 3.95%
$450B
$2.08 Million 0.86% of portfolio
7,918
Q2 2024 Added 4.78%
$544B
$2.03 Million 0.84% of portfolio
3,992
Q2 2024 Added 12.9%
$277B
$1.99 Million 0.82% of portfolio
7,755
Q2 2024 Added 2.89%
$411B
$1.59 Million 0.66% of portfolio
9,663
Q2 2024 Added 2.98%
$234B
$1.41 Million 0.58% of portfolio
8,531
Q2 2024 Added 7.52%
$241B
$1.39 Million 0.57% of portfolio
17,852
Q2 2024 Added 8.48%
$240B
$1.29 Million 0.53% of portfolio
2,327
Q2 2024 Added 9.56%
$223B
$1.25 Million 0.51% of portfolio
4,891
Q2 2024 Added 9.08%
$310B
$1.1 Million 0.45% of portfolio
17,320
Q2 2024 Added 10.35%
$483B
$526,000 0.22% of portfolio
4,571
Q2 2024 Added 27.15%
$206B
$502,000 0.21% of portfolio
1,510
Q2 2024 Reduced 8.26%
$455B
$495,000 0.2% of portfolio
3,506
Q2 2024 Reduced 6.26%
$302B
$305,000 0.13% of portfolio
2,471
Q2 2024 Added 854.05%
$344B
$220,000 0.09% of portfolio
1,287
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $243 Million
  • Prior Value $231 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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