• 13F History

Comprehensive Financial Consultants Institutional, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$275M
Signature - Title
Daniel Hays - Chief Compliance Officer
Location
Bloomington, IN
Summary
This page shows a list of all the recent 13F filings made by Comprehensive Financial Consultants Institutional, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Comprehensive Financial Consultants Institutional, Inc. reported 166 stock holdings with total value $275M as of Q4 2024. Top holdings included JPM, AAPL, AVGO, MSFT, and HD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 166 $275M +$21.4M -$17M +$4.42M JPM, AAPL, AVGO, MSFT, HD 13F-HR 1/24/2025, 09:36 AM
Q3 2024 166 $274M +$18.2M -$9.97M +$8.2M JPM, AAPL, MSFT, HD, ETN 13F-HR 10/31/2024, 01:22 PM
Q2 2024 158 $255M +$20.5M -$5.08M +$15.4M JPM, MSFT, AAPL, ETN, AVGO 13F-HR 7/17/2024, 04:53 PM
Q1 2024 158 $241M +$28.9M -$18.5M +$10.4M JPM, MSFT, MPC, ETN, AAPL 13F-HR 5/2/2024, 02:27 PM
Q4 2023 153 $215M +$17.3M -$9.69M +$7.62M JPM, MSFT, AAPL, ETN, HD 13F-HR 1/24/2024, 08:38 AM
Q3 2023 167 $190M +$16.1M -$8.38M +$7.76M AAPL, JPM, MSFT, MPC, ETN 13F-HR 11/13/2023, 03:56 PM
Q2 2023 162 $189M +$12.7M -$4.55M +$8.18M AAPL, MSFT, JPM, ETN, MPC 13F-HR 7/24/2023, 04:52 PM
Q1 2023 166 $177M +$19.6M -$2.99M +$16.6M AAPL, MSFT, MPC, JPM, MRK 13F-HR 4/19/2023, 10:56 AM
Q4 2022 158 $166M +$11.6M -$2.99M +$8.65M JPM, MPC, AAPL, MRK, MSFT 13F-HR 1/30/2023, 10:29 AM
Q3 2022 151 $150M +$18.4M -$1.7M +$16.7M AAPL, MPC, FTCS, JPM, MRK 13F-HR 11/14/2022, 07:56 AM
Q2 2022 150 $141M +$13.5M -$1.46M +$12.1M AAPL, NOBL, JNJ, MRK, MSFT 13F-HR 8/9/2022, 09:34 AM
Q1 2022 150 $140M +$16.7M -$975K +$15.7M MPC, QQQ, MSFT, JPM, JNJ 13F-HR 5/11/2022, 08:44 AM
Q4 2021 378 $144M AAPL, FTCS, QQQ, JPM, NOBL 13F-HR 3/10/2022, 10:30 AM