$177 Million is the total value of Comprehensive Financial Consultants Institutional, Inc.'s 166 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Exit | APPLE INCput | $0 | – | -300 | -100.0% | -0.02% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,411 | -100.0% | -0.12% | – |
| PLNT | Exit | PLANET FITNESS INCcl a | $0 | – | -2,477 | -100.0% | -0.12% | – |
| EHC | Exit | ENCOMPASS HEALTH CORP | $0 | – | -3,442 | -100.0% | -0.13% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -3,135 | -100.0% | -0.13% | – |
| SNX | Exit | TD SYNNEX CORPORATION | $0 | – | -1,987 | -100.0% | -0.13% | – |
| MMM | Exit | 3M CO | $0 | – | -1,713 | -100.0% | -0.13% | – |
| PLAY | Exit | DAVE & BUSTERS ENTMT INC | $0 | – | -5,470 | -100.0% | -0.14% | – |
| XLE | Exit | SELECT SECTOR SPDR TRcall | $0 | – | -3,000 | -100.0% | -0.16% | – |
| QQQ | Exit | INVESCO QQQ TRput | $0 | – | -2,400 | -100.0% | -0.39% | – |
| LIN | Exit | LINDE PLC | $0 | – | -2,535 | -100.0% | -0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-19
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 | 2024-05-02 |
| 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.