Portfolio (Quarterly)
Guide ↗
Comprehensive Financial Consultants Institutional, Inc.
· CIK 0001915714| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | SIXJ | AIM ETF PRODUCTS TRUST | — | 8,393.0 | $288K | 0.09% | NEW | — | $34.28 | +5.7% |
| 162 | LQDW | ISHARES TR | — | 11,660.0 | $286K | 0.09% | NEW | — | $24.55 | -2.4% |
| 163 | IBB | ISHARES TR | — | 1,681.0 | $284K | 0.09% | NEW | — | $168.77 | +5.5% |
| 164 | CGW | INVESCO EXCH TRADED FD TR II | — | 4,502.0 | $284K | 0.09% | NEW | — | $63.01 | +0.1% |
| 165 | TSLA | TESLA INC | Consumer Cyclical | 627.0 | $282K | 0.09% | NEW | — | $449.72 | -15.2% |
| 166 | — | COMERICA INC | — | 3,225.0 | $280K | 0.09% | NEW | — | $86.93 | — |
| 167 | CALF | PACER FDS TR | — | 6,269.0 | $278K | 0.08% | NEW | — | $44.37 | +10.7% |
| 168 | DE | DEERE & CO | Industrials | 584.0 | $272K | 0.08% | NEW | — | $465.57 | +27.1% |
| 169 | HDV | ISHARES TR | — | 2,232.0 | $271K | 0.08% | NEW | — | $121.61 | -77.5% |
| 170 | GMAY | FIRST TR EXCHNG TRADED FD VI | — | 6,456.0 | $267K | 0.08% | NEW | — | $41.29 | +3.4% |
| 171 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 472.0 | $261K | 0.08% | NEW | — | $552.71 | +50.5% |
| 172 | GOOG | ALPHABET INC | Communication Services | 825.0 | $259K | 0.08% | NEW | — | $313.80 | +10.3% |
| 173 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 3,661.0 | $254K | 0.08% | NEW | — | $69.31 | +19.5% |
| 174 | — | FIRST TR EXCHNG TRADED FD VI | — | 10,737.0 | $251K | 0.08% | NEW | — | $23.38 | — |
| 175 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 13,058.0 | $246K | 0.07% | NEW | — | $18.83 | -1.6% |
| 176 | WCLD | WISDOMTREE TR | — | 6,993.0 | $245K | 0.07% | NEW | — | $35.01 | -16.3% |
| 177 | — | INNOVATOR ETFS TRUST | — | 8,937.0 | $245K | 0.07% | NEW | — | $27.36 | — |
| 178 | MMM | 3M CO | Industrials | 1,501.0 | $240K | 0.07% | NEW | — | $160.10 | +1.1% |
| 179 | GRMN | GARMIN LTD | Technology | 1,150.0 | $233K | 0.07% | NEW | — | $202.85 | +16.5% |
| 180 | UAUG | INNOVATOR ETFS TRUST | — | 5,648.0 | $225K | 0.07% | NEW | — | $39.92 | +4.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
23.2%
Financial Services
19.3%
Healthcare
14.7%
Industrials
13.2%
Consumer Cyclical
9.9%
Communication Services
6.4%
Consumer Defensive
4.4%
Energy
3.7%
Utilities
2.3%
Basic Materials
2.1%