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 | XLY | SELECT SECTOR SPDR TR | — | 2,328.0 | $273K | 0.07% | NEW | — | $117.28 | +0.2% |
| 182 | — | IRIDIUM COMMUNICATIONS INC | — | 4,885.0 | $268K | 0.07% | NEW | — | $54.85 | — |
| 183 | GMAY | FIRST TR EXCHNG TRADED FD VI | — | 6,223.0 | $268K | 0.07% | -233.0 | -3.6% | $43.04 | +2.3% |
| 184 | GOOG | ALPHABET INC | — | 755.0 | $267K | 0.07% | -130.0 | -14.7% | $353.33 | — |
| 185 | — | INNOVATOR ETFS TRUST | — | 9,288.0 | $262K | 0.07% | +362.0 | +4.1% | $28.21 | — |
| 186 | WCLD | WISDOMTREE TR | — | 8,107.0 | $260K | 0.07% | NEW | — | $32.06 | +35.6% |
| 187 | TSLA | TESLA INC | Consumer Cyclical | 608.0 | $256K | 0.07% | -18.0 | -2.9% | $420.60 | -16.2% |
| 188 | FGD | FIRST TR EXCHANGE-TRADED FD | — | 7,840.0 | $251K | 0.07% | NEW | — | $31.99 | +11.6% |
| 189 | SO | SOUTHERN CO | Utilities | 2,540.0 | $243K | 0.06% | — | — | $95.71 | -7.3% |
| 190 | MMM | 3M CO | Industrials | 1,501.0 | $243K | 0.06% | — | — | $161.91 | +8.0% |
| 191 | BOTZ | GLOBAL X FDS | — | 6,152.0 | $233K | 0.06% | NEW | — | $37.94 | -4.9% |
| 192 | — | INNOVATOR ETFS TRUST | — | 8,436.0 | $232K | 0.06% | -14K | -61.7% | $27.54 | — |
| 193 | JAAA | JANUS DETROIT STR TR | — | 4,597.0 | $232K | 0.06% | -2K | -31.0% | $50.49 | +0.4% |
| 194 | MU PUT | MICRON TECHNOLOGY INC | Technology | 202.0 | $231K | 0.06% | NEW | — | $1145.30 | -18.1% |
| 195 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 1,164.0 | $223K | 0.06% | NEW | — | $191.75 | -5.7% |
| 196 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,233.0 | $223K | 0.06% | +10.0 | +0.8% | $180.91 | +6.2% |
| 197 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 11,890.0 | $221K | 0.06% | -667.0 | -5.3% | $18.57 | -0.5% |
| 198 | — | INNOVATOR ETFS TRUST | — | 6,997.0 | $210K | 0.06% | — | — | $30.08 | — |
| 199 | DDEC | FIRST TR EXCHNG TRADED FD VI | — | 4,440.0 | $210K | 0.06% | -334.0 | -7.0% | $47.38 | +2.4% |
| 200 | HDV | ISHARES TR | — | 7,665.0 | $210K | 0.06% | +6K | +321.9% | $27.41 | +7.4% |
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
22.5%
Financial Services
18.0%
Industrials
14.2%
Healthcare
13.5%
Consumer Cyclical
11.3%
Consumer Defensive
4.5%
Communication Services
4.1%
Energy
4.1%
Utilities
3.4%
Basic Materials
2.3%