$189 Million is the total value of Comprehensive Financial Consultants Institutional, Inc.'s 162 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JCI | New | JOHNSON CTLS INTL PLC | $2,832,655 | – | 40,834 | +100.0% | 1.50% | – |
| UJUN | New | INNOVATOR ETFS TRus eqt ultra bf | $2,002,137 | – | 69,481 | +100.0% | 1.06% | – |
| DJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,560,260 | – | 42,829 | +100.0% | 0.82% | – |
| New | WISDOMTREE TRfloatng rat trea | $648,260 | – | 12,847 | +100.0% | 0.34% | – | |
| IYK | New | ISHARES TRus consm staples | $257,400 | – | 1,289 | +100.0% | 0.14% | – |
| New | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $251,216 | – | 11,190 | +100.0% | 0.13% | – | |
| PLAY | New | DAVE & BUSTERS ENTMT INC | $231,931 | – | 5,239 | +100.0% | 0.12% | – |
| EHC | New | ENCOMPASS HEALTH CORP | $223,355 | – | 3,307 | +100.0% | 0.12% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $218,558 | – | 3,248 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-24
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.