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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 12,557.0 | $234K | 0.07% | -501.0 | -3.8% | $18.66 | -0.7% |
| 182 | TSLA | TESLA INC | Consumer Cyclical | 626.0 | $233K | 0.07% | — | — | $371.75 | +4.3% |
| 183 | UAUG | INNOVATOR ETFS TRUST | — | 5,648.0 | $222K | 0.07% | — | — | $39.34 | +6.5% |
| 184 | MMM | 3M CO | Industrials | 1,501.0 | $218K | 0.07% | — | — | $145.23 | +12.3% |
| 185 | DDEC | FIRST TR EXCHNG TRADED FD VI | — | 4,774.0 | $211K | 0.06% | -111.0 | -2.3% | $44.28 | +6.4% |
| 186 | MOO | VANECK ETF TRUST | — | 2,495.0 | $211K | 0.06% | NEW | — | $84.50 | -8.9% |
| 187 | IBDR | ISHARES TR | — | 8,554.0 | $207K | 0.06% | — | — | $24.24 | -0.1% |
| 188 | VHT | VANGUARD WORLD FD | — | 759.0 | $207K | 0.06% | — | — | $272.33 | +4.9% |
| 189 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 3,261.0 | $204K | 0.06% | -11K | -76.9% | $62.68 | +33.8% |
| 190 | — | INNOVATOR ETFS TRUST | — | 6,997.0 | $203K | 0.06% | -377.0 | -5.1% | $29.00 | — |
| 191 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,223.0 | $202K | 0.06% | NEW | — | $165.34 | +8.1% |
| 192 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 531.0 | $202K | 0.06% | NEW | — | $379.90 | -26.5% |
| 193 | BURU | NUBURU INC | Industrials | 20,040.0 | $4K | 0.00% | NEW | — | $0.18 | -12.1% |
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
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%