Portfolio (Quarterly)
Guide ↗
Comprehensive Financial Consultants Institutional, Inc.
· CIK 0001915714| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 7,509 | $2.5M | 0.75% | SOLD |
| 2 | FISV | FISERV INC | Technology | 21,800 | $1.5M | 0.44% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 15,843 | $1.5M | 0.44% | SOLD |
| 4 | — | COMERICA INC | — | 3,225 | $280K | 0.09% | SOLD |
| 5 | WCLD | WISDOMTREE TR | — | 6,993 | $245K | 0.07% | SOLD |
| 6 | — | MSC INCOME FUND INC | — | 16,801 | $221K | 0.07% | SOLD |
| 7 | BOTZ | GLOBAL X FDS | — | 5,856 | $212K | 0.06% | SOLD |
| 8 | NVDA PUT | NVIDIA CORPORATION | Technology | 600 | $112K | 0.03% | SOLD |
| 9 | SPY CALL | SPDR S&P 500 ETF TR | Financial Services | 100 | $68K | 0.02% | SOLD |
| 10 | MSFT CALL | MICROSOFT CORP | Technology | 100 | $48K | 0.01% | SOLD |
| 11 | — | NUBURU INC | — | 100,000 | $16K | 0.01% | SOLD |
Sector Allocation
Technology
21.4%
Financial Services
17.8%
Healthcare
14.5%
Industrials
14.2%
Consumer Cyclical
9.5%
Communication Services
6.2%
Consumer Defensive
4.9%
Energy
4.9%
Utilities
3.5%
Basic Materials
2.5%