Comprehensive-Financial-Consultants-Institutional
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, "JXN", null, "MMM", "ABT", "ABBV", "ADBE", "APD", "ALL", "GOOGL", "CAT", "AVGO", "LOW", "CCI", "COF", "CMI", "DUK", null, null, "HON", "HD", null, null, null, null, "AZN", null, null, null, "MCD", "UNP", null, "QCOM", null, null, null, null, "EMR", "ICE", null, null, "META", null, null, null, null, null, null, null, "IQV", null, "LHX", "LIN", null, null, null, "MPC", null, null, "MDT", "MSFT", "MDLZ", "MS", "FIS", "ORCL", "NOC", null, null, null, "PEP", null, null, "IVV", "UNH", "AAPL", "SPY", "NVDA", "LMT", "PG", "MRK", "VZ", null, "AMGN", null, "MSTR", null, "SPGI", null, "RTX", null, "IBM", "SYK", "TGT", "TJX", "TFC", "UPS", null, null, null, "VIG", null, null, null, null, null, "EW", "TT", "AMD", "EL", "FI", "DRI", "WM", null, "AMZN", "MSI", null, "V", "WMT", "WELL", null, "DTE", "GRMN", null, null, "JCI", "NXPI", "SO", null, "CRM", null, null, null, null, null, null, "STE", "KMB", "BBY", "BA", "BMY", "CDNS", "CASY", "CVX", "CB", "CSCO", "CLX", "CME", "KO", "CMA", "CMCSA", "CEG", "ED", "DE", "FANG", "DXCM", null, "ADI", "USMV", "NKE", "QQQ", "ETN", "XOM", "JNJ", "LLY", "PM", "MO", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 175
- Total Value
- 281287068
- Accession Number
- 0001172661-25-001994
- Form Type
- 13F-HR
- Manager Name
- Comprehensive-Financial-Consultants-Institutional
Data Enrichment
61% identified107 identified68 unidentified
Holdings
175 positions • $281.3M total value
Manager:
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33740U687
Shares:113.5K
Value:$3.9M
% of Portfolio:1.4% ($3.9M/$281.3M)
45783Y442
Shares:122.5K
Value:$3.6M
% of Portfolio:1.3% ($3.6M/$281.3M)
45782C573
Shares:87.5K
Value:$3.3M
% of Portfolio:1.2% ($3.3M/$281.3M)
Shares:42.6K
Value:$3.2M
% of Portfolio:1.1% ($3.2M/$281.3M)
74348A467
Shares:30.6K
Value:$3.1M
% of Portfolio:1.1% ($3.1M/$281.3M)
69374H881
Shares:51.1K
Value:$2.8M
% of Portfolio:1.0% ($2.8M/$281.3M)
45783Y855
Shares:87.4K
Value:$2.7M
% of Portfolio:1.0% ($2.7M/$281.3M)
Shares:15.7K
Value:$2.7M
% of Portfolio:1.0% ($2.7M/$281.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Broadcom Inc.(AVGOcusip11135F101) | 24.0K | All Managers (Combined) | $4.0M | 1.4% ($4.0M/$281.3M) | ||
(cusip33740U687)✕ | 113.5K | YoY NEW(+113.5K) | All Managers (Combined) | $3.9M | 1.4% ($3.9M/$281.3M) | YoY NEW(+$3.9M) |
| 18.7K | All Managers (Combined) | $3.8M | 1.3% ($3.8M/$281.3M) | |||
(cusip45783Y442)✕ | 122.5K | All Managers (Combined) | $3.6M | 1.3% ($3.6M/$281.3M) | ||
BEST BUY CO INC(BBYcusip086516101) | 49.3K | All Managers (Combined) | $3.6M | 1.3% ($3.6M/$281.3M) | ||
(cusip45782C573)✕ | 87.5K | YoY NEW(+87.5K) | All Managers (Combined) | $3.3M | 1.2% ($3.3M/$281.3M) | YoY NEW(+$3.3M) |
| 5.6K | All Managers (Combined) | $3.2M | 1.1% ($3.2M/$281.3M) | |||
| 42.6K | YoY NEW(+42.6K) | All Managers (Combined) | $3.2M | 1.1% ($3.2M/$281.3M) | YoY NEW(+$3.2M) | |
| 15.2K | All Managers (Combined) | $3.2M | 1.1% ($3.2M/$281.3M) | |||
(cusip74348A467)✕ | 30.6K | All Managers (Combined) | $3.1M | 1.1% ($3.1M/$281.3M) | ||
AMAZON COM INC(AMZNcusip023135106) | 15.6K | QoQ +0.23% (-37)YoY +4.73% (+704) | All Managers (Combined) | $3.0M | 1.1% ($3.0M/$281.3M) | |
ALLSTATE CORP(ALLcusip020002101) | 13.8K | QoQ -0.07% (-10)YoY +3.22% (+430) | All Managers (Combined) | $2.8M | 1.0% ($2.8M/$281.3M) | |
(cusip69374H881)✕ | 51.1K | QoQ -1.31% (-680)YoY +0.60% (-308) | All Managers (Combined) | $2.8M | 1.0% ($2.8M/$281.3M) | |
FISERV INC(FIcusip337738108) | 12.6K | QoQ -2.49% (-323)YoY -1.57% (-202) | All Managers (Combined) | $2.8M | 1.0% ($2.8M/$281.3M) | |
(cusip45783Y855)✕ | 87.4K | All Managers (Combined) | $2.7M | 1.0% ($2.7M/$281.3M) | ||
| 7.8K | QoQ -4.88% (-402)YoY +3.54% (+268) | All Managers (Combined) | $2.7M | 1.0% ($2.7M/$281.3M) | ||
| 22.3K | QoQ -0.50% (-114)YoY +1.37% (+303) | All Managers (Combined) | $2.7M | 1.0% ($2.7M/$281.3M) | ||
| 15.7K | All Managers (Combined) | $2.7M | 1.0% ($2.7M/$281.3M) | |||
| 7.9K | QoQ +0.56% (-45)YoY -2.65% (-217) | All Managers (Combined) | $2.7M | 1.0% ($2.7M/$281.3M) | ||
| 4.7K | All Managers (Combined) | $2.6M | 0.9% ($2.6M/$281.3M) |