Comprehensive Financial Consultants Institutional, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF Comprehensive Financial Consultants Institutional, Inc. | Institutional Filer | ▲ 5.28% | $336.6M | 193 |
Current Portfolio Holdings
Showing all 193 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust | — | 14K | $7.9M | 2.36% |
| 2 | JPM | JPMorgan Chase & Co. | Financial Services | 26K | $7.6M | 2.25% |
| 3 | AAPL | Apple Inc. | Technology | 28K | $7.2M | 2.14% |
| 4 | JNJ | Johnson & Johnson | Healthcare | 26K | $6.3M | 1.87% |
| 5 | WMT | Walmart Inc. | Consumer Defensive | 50K | $6.2M | 1.85% |
| 6 | LLY | Eli Lilly and Company | Healthcare | 7K | $6.1M | 1.82% |
| 7 | MPC | Marathon Petroleum Corporation | Energy | 25K | $6.1M | 1.81% |
| 8 | JCI | Johnson Controls International plc | Industrials | 45K | $5.9M | 1.75% |
| 9 | MSFT | Microsoft Corporation | Technology | 15K | $5.7M | 1.69% |
| 10 | AVGO | Broadcom Inc. | Technology | 18K | $5.5M | 1.64% |
| 11 | ETN | Eaton Corporation plc | Industrials | 15K | $5.5M | 1.62% |
| 12 | CB | Chubb Limited | Financial Services | 16K | $5.4M | 1.59% |
| 13 | ADI | Analog Devices, Inc. | Technology | 17K | $5.3M | 1.58% |
| 14 | CME | CME Group Inc. | Financial Services | 18K | $5.2M | 1.55% |
| 15 | HD | The Home Depot, Inc. | Consumer Cyclical | 16K | $5.1M | 1.53% |
Showing 1 to 15 of 193 holdings