$190 Million is the total value of Comprehensive Financial Consultants Institutional, Inc.'s 153 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 11.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $4,716,368 | -8.5% | 27,547 | +3.7% | 2.48% | -9.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,485,469 | -0.4% | 30,930 | +5.4% | 2.36% | -0.9% |
| MSFT | Buy | MICROSOFT CORP | $4,340,931 | -4.4% | 13,748 | +4.6% | 2.28% | -5.0% |
| MPC | Buy | MARATHON PETE CORP | $4,328,173 | +30.6% | 28,599 | +1.9% | 2.27% | +29.9% |
| ETN | Buy | EATON CORP PLC | $3,695,076 | +4.8% | 17,325 | +1.2% | 1.94% | +4.3% |
| MRK | Buy | MERCK & CO INC | $3,391,585 | +2.9% | 32,944 | +5.5% | 1.78% | +2.4% |
| HD | Buy | HOME DEPOT INC | $3,361,832 | +4.2% | 11,126 | +9.0% | 1.77% | +3.6% |
| CSCO | Buy | CISCO SYS INC | $3,250,383 | +11.9% | 60,461 | +5.8% | 1.71% | +11.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,217,639 | +5.8% | 20,659 | +8.0% | 1.69% | +5.2% |
| WMT | Buy | WALMART INC | $3,134,628 | +8.4% | 19,600 | +5.0% | 1.65% | +7.9% |
| CB | Buy | CHUBB LIMITED | $3,021,941 | +16.8% | 14,516 | +7.5% | 1.59% | +16.2% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $3,003,352 | -0.8% | 11,032 | +6.2% | 1.58% | -1.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,956,148 | +11.7% | 66,670 | +6.0% | 1.55% | +11.1% |
| APD | Buy | AIR PRODS & CHEMS INC | $2,912,785 | +1.4% | 10,278 | +7.1% | 1.53% | +0.9% |
| CME | Buy | CME GROUP INC | $2,902,189 | +17.0% | 14,495 | +8.2% | 1.52% | +16.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,763,337 | -9.5% | 7,713 | -3.3% | 1.45% | -9.9% |
| DJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $2,745,387 | – | 80,818 | +100.0% | 1.44% | – |
| DVN | Buy | DEVON ENERGY CORP NEW | $2,708,978 | +13.8% | 56,792 | +16.7% | 1.42% | +13.3% |
| UNP | Buy | UNION PAC CORP | $2,695,858 | +5.5% | 13,239 | +8.7% | 1.42% | +5.0% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,662,461 | -14.3% | 36,160 | -12.1% | 1.40% | -14.7% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,600,625 | -3.1% | 29,369 | +3.8% | 1.37% | -3.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,551,801 | +27.6% | 78,735 | +23.8% | 1.34% | +27.0% |
| MDT | Buy | MEDTRONIC PLC | $2,488,949 | +4.4% | 31,763 | +15.5% | 1.31% | +3.9% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $2,477,580 | +7.0% | 50,123 | +5.4% | 1.30% | +6.5% |
| BBY | Buy | BEST BUY INC | $2,477,439 | -3.2% | 35,662 | +14.6% | 1.30% | -3.8% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $2,413,552 | -14.8% | 45,359 | +11.1% | 1.27% | -15.2% |
| LLY | Sell | ELI LILLY & CO | $2,254,872 | +19.5% | 4,198 | -0.5% | 1.18% | +19.0% |
| DAPR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $2,210,480 | -8.5% | 72,905 | -6.7% | 1.16% | -8.9% |
| UAPR | Sell | INNOVATOR ETFS TRus eqt ultra bf | $2,201,980 | -8.8% | 85,468 | -7.2% | 1.16% | -9.3% |
| AVGO | Buy | BROADCOM INC | $2,162,830 | +4.9% | 2,604 | +15.0% | 1.14% | +4.4% |
| UJUN | Sell | INNOVATOR ETFS TRus eqt ultra bf | $1,936,343 | -3.3% | 68,422 | -1.5% | 1.02% | -3.8% |
| DVY | Sell | ISHARES TRselect divid etf | $1,931,492 | -8.4% | 17,944 | -2.6% | 1.02% | -8.9% |
| FB | Buy | META PLATFORMS INCcl a | $1,921,044 | +0.8% | 6,399 | +4.3% | 1.01% | +0.2% |
| HAL | Buy | HALLIBURTON CO | $1,872,315 | +13.9% | 46,230 | +5.0% | 0.98% | +13.2% |
| TJX | Buy | TJX COS INC NEW | $1,763,468 | +10.1% | 19,841 | +5.5% | 0.93% | +9.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,738,213 | +15.9% | 13,283 | +10.4% | 0.91% | +15.3% |
| AMZN | Buy | AMAZON COM INC | $1,687,137 | +6.3% | 13,272 | +11.6% | 0.89% | +5.7% |
| PXD | Buy | PIONEER NAT RES CO | $1,641,971 | +19.0% | 7,153 | +7.3% | 0.86% | +18.4% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $1,613,946 | +9.7% | 7,954 | +7.5% | 0.85% | +9.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,609,271 | -4.3% | 10,357 | +0.6% | 0.85% | -4.8% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,582,638 | +4.2% | 14,385 | +10.5% | 0.83% | +3.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,562,989 | +16.0% | 3,100 | +11.4% | 0.82% | +15.3% |
| OEF | Sell | ISHARES TRs&p 100 etf | $1,554,358 | -22.4% | 7,747 | -18.6% | 0.82% | -22.8% |
| CVX | Sell | CHEVRON CORP NEW | $1,541,282 | +7.8% | 9,140 | -2.0% | 0.81% | +7.1% |
| ALL | Buy | ALLSTATE CORP | $1,534,673 | +25.1% | 13,775 | +15.0% | 0.81% | +24.4% |
| DJUN | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,512,720 | -3.0% | 42,829 | 0.0% | 0.80% | -3.5% | |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $1,505,198 | -2.8% | 7,529 | +6.7% | 0.79% | -3.3% |
| V | Buy | VISA INC | $1,497,365 | +1.1% | 6,510 | +7.3% | 0.79% | +0.6% |
| STE | Buy | STERIS PLC | $1,451,683 | +6.2% | 6,616 | +10.5% | 0.76% | +5.7% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,423,134 | -4.1% | 3,233 | -1.0% | 0.75% | -4.6% |
| CRM | Buy | SALESFORCE INC | $1,402,832 | -1.6% | 6,918 | +10.6% | 0.74% | -2.1% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $1,389,188 | -6.7% | 37,154 | +0.3% | 0.73% | -7.1% |
| UJUL | New | INNOVATOR ETFS TRus eqt ultra bf | $1,373,023 | – | 48,637 | +100.0% | 0.72% | – |
| HON | Sell | HONEYWELL INTL INC | $1,359,317 | -11.5% | 7,358 | -0.3% | 0.71% | -12.0% |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,342,721 | -2.6% | 18,551 | +0.0% | 0.71% | -3.2% |
| SPGI | Buy | S&P GLOBAL INC | $1,337,766 | -2.4% | 3,661 | +11.5% | 0.70% | -2.9% |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $1,331,295 | – | 17,554 | +100.0% | 0.70% | – |
| AMGN | Sell | AMGEN INC | $1,269,085 | +16.3% | 4,722 | -1.4% | 0.67% | +15.8% |
| IQV | Buy | IQVIA HLDGS INC | $1,268,251 | +1.4% | 6,446 | +14.1% | 0.67% | +0.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,265,336 | -2.8% | 8,675 | -0.7% | 0.66% | -3.3% |
| PEP | Sell | PEPSICO INC | $1,259,109 | -9.8% | 7,431 | -1.2% | 0.66% | -10.3% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $1,249,139 | -6.6% | 9,441 | +20.3% | 0.66% | -7.1% |
| FISV | Buy | FISERV INC | $1,227,875 | -1.9% | 10,870 | +11.6% | 0.64% | -2.4% |
| WM | Sell | WASTE MGMT INC DEL | $1,195,739 | -9.8% | 7,844 | -0.7% | 0.63% | -10.3% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $1,148,496 | +13.2% | 6,596 | +28.7% | 0.60% | +12.7% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $1,126,631 | -11.4% | 16,262 | +18.5% | 0.59% | -11.9% |
| MCD | Sell | MCDONALDS CORP | $1,126,733 | -11.4% | 4,277 | -0.9% | 0.59% | -11.9% |
| BA | Buy | BOEING CO | $1,121,903 | -9.4% | 5,853 | +0.2% | 0.59% | -9.8% |
| SYK | STRYKER CORPORATION | $1,086,795 | -8.5% | 3,977 | 0.0% | 0.57% | -8.9% | |
| LOW | Buy | LOWES COS INC | $1,077,443 | -0.5% | 5,184 | +9.2% | 0.57% | -1.0% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $1,036,522 | -0.1% | 15,306 | -1.1% | 0.54% | -0.5% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,014,163 | +9.1% | 7,016 | +45.4% | 0.53% | +8.6% |
| EMR | Sell | EMERSON ELEC CO | $999,017 | +2.5% | 10,345 | -3.1% | 0.52% | +1.9% |
| ADBE | Buy | ADOBE INC | $997,874 | +4.1% | 1,957 | +6.5% | 0.52% | +3.6% |
| DRI | Buy | DARDEN RESTAURANTS INC | $994,520 | +17.0% | 6,944 | +38.2% | 0.52% | +16.5% |
| ADI | Sell | ANALOG DEVICES INC | $965,096 | -12.4% | 5,512 | -1.7% | 0.51% | -12.9% |
| ABT | Buy | ABBOTT LABS | $954,077 | -8.6% | 9,851 | +1.0% | 0.50% | -9.1% |
| Sell | LINDE PLC | $948,375 | -4.7% | 2,547 | -2.2% | 0.50% | -5.3% | |
| HDV | Sell | ISHARES TRcore high dv etf | $940,938 | -1.7% | 9,515 | -0.8% | 0.49% | -2.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $925,422 | -7.3% | 2,155 | -2.2% | 0.49% | -8.0% |
| QCOM | Buy | QUALCOMM INC | $856,717 | -5.8% | 7,714 | +4.7% | 0.45% | -6.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $842,741 | -7.1% | 14,520 | -1.0% | 0.44% | -7.5% |
| KO | Sell | COCA COLA CO | $831,272 | -8.9% | 14,849 | -1.0% | 0.44% | -9.3% |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $810,554 | -6.1% | 40,306 | -5.7% | 0.43% | -6.6% |
| MS | Buy | MORGAN STANLEY | $800,203 | -5.4% | 9,798 | +0.1% | 0.42% | -6.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $778,259 | -12.9% | 4,993 | +2.1% | 0.41% | -13.3% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $763,405 | -9.5% | 36,933 | -9.6% | 0.40% | -10.1% |
| BSCQ | Sell | INVESCO EXCH TRD SLF IDX FD | $761,744 | -4.1% | 40,550 | -3.0% | 0.40% | -4.8% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $735,652 | -6.6% | 5,582 | -2.2% | 0.39% | -7.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $702,777 | -12.0% | 1,644 | -7.2% | 0.37% | -12.6% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $698,256 | -5.6% | 15,196 | -0.8% | 0.37% | -6.1% |
| CCI | Buy | CROWN CASTLE INC | $675,500 | -1.1% | 7,340 | +18.2% | 0.36% | -1.7% |
| TFC | Buy | TRUIST FINL CORP | $648,989 | +3.2% | 22,684 | +20.6% | 0.34% | +2.7% |
| COF | Sell | CAPITAL ONE FINL CORP | $643,927 | -17.7% | 6,635 | -3.8% | 0.34% | -18.2% |
| TGT | Buy | TARGET CORP | $637,104 | -14.3% | 5,762 | +0.7% | 0.34% | -14.8% |
| WTFC | Buy | WINTRUST FINL CORP | $632,841 | +48.0% | 8,382 | +52.0% | 0.33% | +47.3% |
| NKE | Buy | NIKE INCcl b | $633,387 | -8.6% | 6,624 | +4.0% | 0.33% | -9.0% |
| BSCR | Sell | INVESCO EXCH TRD SLF IDX FD | $626,311 | -2.5% | 33,430 | -0.5% | 0.33% | -2.9% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $622,919 | +1.6% | 14,812 | +7.1% | 0.33% | +0.9% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $606,562 | -5.7% | 28,571 | -5.8% | 0.32% | -6.2% |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $600,946 | -15.3% | 11,933 | 0.0% | 0.32% | -15.7% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $591,783 | -4.3% | 6,705 | -0.5% | 0.31% | -4.9% |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $590,444 | -2.5% | 11,962 | +5.0% | 0.31% | -3.1% |
| Sell | WISDOMTREE TRfloatng rat trea | $588,341 | -9.2% | 11,692 | -9.0% | 0.31% | -9.6% | |
| KMB | Sell | KIMBERLY-CLARK CORP | $583,826 | -11.5% | 4,831 | -1.5% | 0.31% | -11.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $573,615 | +143.5% | 6,346 | +119.0% | 0.30% | +142.7% |
| LMT | Sell | LOCKHEED MARTIN CORP | $559,866 | -14.4% | 1,369 | -1.6% | 0.29% | -14.8% |
| CGW | Sell | INVESCO EXCH TRADED FD TR IIs&p gbl water | $537,446 | -12.4% | 11,553 | -1.9% | 0.28% | -13.0% |
| IBB | ISHARES TRishares biotech | $512,762 | -5.4% | 4,193 | 0.0% | 0.27% | -5.9% | |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $487,519 | +0.4% | 10,163 | +0.1% | 0.26% | -0.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $473,679 | +1.6% | 5,037 | +6.0% | 0.25% | +1.2% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $460,429 | +110.7% | 7,252 | +123.3% | 0.24% | +110.4% |
| CAT | Buy | CATERPILLAR INC | $414,414 | +7.1% | 1,518 | +1.0% | 0.22% | +6.9% |
| XOM | Buy | EXXON MOBIL CORP | $395,657 | +17.3% | 3,365 | +1.1% | 0.21% | +16.9% |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $392,852 | +9.2% | 7,938 | +8.8% | 0.21% | +8.4% |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $384,796 | -6.1% | 4,822 | 0.0% | 0.20% | -6.9% | |
| VHT | VANGUARD WORLD FDShealth car etf | $377,806 | -3.1% | 1,607 | 0.0% | 0.20% | -3.4% | |
| ORCL | Buy | ORACLE CORP | $376,440 | -9.7% | 3,554 | +1.4% | 0.20% | -10.0% |
| VOX | VANGUARD WORLD FDS | $368,586 | -3.8% | 3,504 | 0.0% | 0.19% | -4.0% | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $354,578 | -6.6% | 5,153 | +0.5% | 0.19% | -7.5% |
| IDV | ISHARES TRintl sel div etf | $354,203 | -6.2% | 13,945 | 0.0% | 0.19% | -6.5% | |
| ED | Sell | CONSOLIDATED EDISON INC | $352,555 | -7.8% | 4,122 | -0.3% | 0.18% | -8.4% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $350,945 | -7.6% | 2,726 | -5.9% | 0.18% | -8.5% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $339,383 | +9.7% | 10,149 | +11.6% | 0.18% | +9.2% |
| RTX | Buy | RTX CORPORATION | $327,320 | -25.0% | 4,548 | +0.3% | 0.17% | -25.5% |
| WELL | WELLTOWER INC | $325,140 | +3.3% | 3,969 | 0.0% | 0.17% | +3.0% | |
| BSCS | Sell | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $313,500 | -5.2% | 16,189 | -2.8% | 0.16% | -5.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $307,570 | +13.7% | 1,448 | +20.4% | 0.16% | +13.3% |
| CMA | Sell | COMERICA INC | $305,891 | -21.6% | 7,362 | -9.3% | 0.16% | -21.8% |
| DTE | DTE ENERGY CO | $305,981 | -10.3% | 3,082 | 0.0% | 0.16% | -10.6% | |
| Buy | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $293,716 | +16.9% | 13,940 | +24.6% | 0.15% | +15.8% | |
| MO | ALTRIA GROUP INC | $278,119 | -7.3% | 6,614 | 0.0% | 0.15% | -8.2% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $263,427 | -8.5% | 3,640 | 0.0% | 0.14% | -9.2% | |
| CLH | Sell | CLEAN HARBORS INC | $256,396 | -1.3% | 1,532 | -1.4% | 0.14% | -1.5% |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $243,486 | – | 6,359 | +100.0% | 0.13% | – |
| INTC | Buy | INTEL CORP | $242,548 | +3.5% | 6,822 | +0.0% | 0.13% | +2.4% |
| New | ISHARES TRinvt grd corp bd | $237,944 | – | 7,549 | +100.0% | 0.12% | – | |
| COP | Buy | CONOCOPHILLIPS | $238,522 | +12.7% | 1,991 | +0.2% | 0.12% | +11.6% |
| IBDQ | ISHARES TRibonds dec25 etf | $236,486 | -0.2% | 9,704 | 0.0% | 0.12% | -0.8% | |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $234,737 | -5.2% | 4,185 | 0.0% | 0.12% | -6.1% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $230,848 | +1.8% | 659 | 0.0% | 0.12% | +0.8% | |
| CMI | Buy | CUMMINS INC | $225,033 | -10.3% | 985 | +0.2% | 0.12% | -10.6% |
| NJAN | INNOVATOR ETFS TRgrwt100 pwr bf | $223,786 | +0.7% | 5,515 | 0.0% | 0.12% | +0.9% | |
| WCC | Sell | WESCO INTL INC | $221,770 | -18.8% | 1,542 | -2.8% | 0.12% | -18.8% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $219,120 | -0.9% | 4,150 | -1.2% | 0.12% | -1.7% |
| DE | DEERE & CO | $218,880 | -10.3% | 580 | 0.0% | 0.12% | -10.9% | |
| MOO | VANECK ETF TRUSTagribusiness etf | $216,582 | -6.0% | 2,752 | 0.0% | 0.11% | -6.6% | |
| EHC | Sell | ENCOMPASS HEALTH CORP | $214,711 | -3.9% | 3,197 | -3.3% | 0.11% | -4.2% |
| IRDM | IRIDIUM COMMUNICATIONS INC | $210,528 | -24.3% | 4,628 | 0.0% | 0.11% | -24.5% | |
| Sell | MOBILEYE GLOBAL INC | $211,780 | -5.4% | 5,097 | -1.3% | 0.11% | -5.9% | |
| IBDR | Sell | ISHARES TRibonds dec2026 | $208,895 | -8.5% | 8,952 | -7.7% | 0.11% | -9.1% |
| MDLZ | MONDELEZ INTL INCcl a | $205,493 | -3.5% | 2,961 | 0.0% | 0.11% | -4.4% | |
| CPA | Sell | COPA HOLDINGS SAcl a | $200,787 | -24.0% | 2,253 | -1.3% | 0.11% | -24.3% |
| CUBE | Exit | CUBESMART | $0 | – | -4,313 | -100.0% | -0.11% | – |
| LANC | Exit | LANCASTER COLONY CORP | $0 | – | -1,098 | -100.0% | -0.11% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,375 | -100.0% | -0.11% | – |
| PFE | Exit | PFIZER INC | $0 | – | -6,140 | -100.0% | -0.12% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,315 | -100.0% | -0.12% | – |
| PLAY | Exit | DAVE & BUSTERS ENTMT INC | $0 | – | -5,239 | -100.0% | -0.12% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -2,062 | -100.0% | -0.13% | – |
| IYK | Exit | ISHARES TRus consm staples | $0 | – | -1,289 | -100.0% | -0.14% | – |
| Exit | PHILLIPS EDISON & CO INC | $0 | – | -8,654 | -100.0% | -0.16% | – | |
| FXD | Exit | FIRST TR EXCHANGE TRADED FDconsumr discre | $0 | – | -6,057 | -100.0% | -0.18% | – |
| UDEC | Exit | INNOVATOR ETFS TRus eqty ultra b | $0 | – | -13,520 | -100.0% | -0.22% | – |
| DJAN | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -14,410 | -100.0% | -0.25% | – |
| UFEB | Exit | INNOVATOR ETFS TRus eqt ultra bfr | $0 | – | -20,933 | -100.0% | -0.31% | – |
| DNOV | Exit | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $0 | – | -67,675 | -100.0% | -1.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE & COMPANY | 8 | Q3 2023 | 2.4% |
| MICROSOFT CORPORATION | 8 | Q3 2023 | 2.4% |
| MARATHON PETE CORPORATION | 8 | Q3 2023 | 2.3% |
| MERCK & COMPANY INCORPORATED | 8 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON | 8 | Q3 2023 | 2.0% |
| HOME DEPOT INCORPORATED | 8 | Q3 2023 | 1.8% |
| ISHARES TR SELECT DIVID ETF | 8 | Q3 2023 | 1.9% |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | 8 | Q3 2023 | 1.7% |
| CISCO SYSTEMS INCORPORATED | 8 | Q3 2023 | 1.7% |
| WALMART INCORPORATED | 8 | Q3 2023 | 1.6% |
View Comprehensive Financial Consultants Institutional, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-03-10 |
View Comprehensive Financial Consultants Institutional, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.