Comprehensive-Financial-Consultants-Institutional

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  null,
  null,
  "JXN",
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  "ABT",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  "PEP",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "MSTR",
  null,
  "SPGI",
  null,
  "RTX",
  null,
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  "UPS",
  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: comprehensive-financial-consultants-institutional
Manager Name: Comprehensive-Financial-Consultants-Institutional

Data Enrichment

61% identified

107 identified68 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

175 positions • $281.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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S&P Global Inc.

SPGI|78409V104

Shares:4.8K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$281.3M)

33740F680

Shares:61.4K

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$281.3M)

MORGAN STANLEY

MS|617446448

Shares:20.1K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$281.3M)

336917109

Shares:53.8K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$281.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.3K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$281.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:14.5K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$281.3M)

STERIS plc

STE|G8473T100

Shares:9.6K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$281.3M)

Salesforce, Inc.

CRM|79466L302

Shares:8.1K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$281.3M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:13.3K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$281.3M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:9.5K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$281.3M)

Edwards Lifesciences Corp

EW|28176E108

Shares:26.9K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$281.3M)

921908844

VIG|921908844

Shares:10.0K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$281.3M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:10.1K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$281.3M)

97717Y477

Shares:42.6K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$281.3M)

464287101

Shares:6.7K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$281.3M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:3.5K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$281.3M)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:10.0K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$281.3M)

CHEVRON CORP

CVX|166764100

Shares:10.5K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$281.3M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:16.9K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$281.3M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:7.5K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$281.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
S&P Global Inc.(SPGIcusip78409V104)	4.8K	QoQ +1.79% (+85) YoY +15.00% (+630)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$281.3M)	QoQ +3.84% (+$91.0K) YoY +37.34% (+$667.1K)
(cusip33740F680)✕	61.4K	QoQ -2.07% (-1.3K) YoY NEW(+61.4K)	All Managers (Combined)	$2.4M	0.9% ($2.4M/$281.3M)	QoQ -4.17% (-$106.2K) YoY NEW(+$2.4M)
MORGAN STANLEY(MScusip617446448)	20.1K	QoQ -2.03% (-416) YoY +91.08% (+9.6K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$281.3M)	QoQ -9.08% (-$233.8K) YoY +136.76% (+$1.4M)
(cusip336917109)✕	53.8K	QoQ +8.85% (+4.4K) YoY +4.24% (+2.2K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$281.3M)	QoQ +17.45% (+$347.4K) YoY +17.68% (+$351.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.3K	QoQ +3.94% (+163) YoY +21.49% (+760)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$281.3M)	QoQ +7.61% (+$159.3K) YoY +28.62% (+$500.8K)
Alphabet Inc.(GOOGLcusip02079K305)	14.5K	QoQ -3.60% (-541) YoY -5.75% (-884)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$281.3M)	QoQ -21.25% (-$604.0K) YoY -3.44% (-$79.7K)
STERIS plc(STEcusipG8473T100)	9.6K	QoQ +1.69% (+160) YoY +25.12% (+1.9K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$281.3M)	QoQ +12.12% (+$235.7K) YoY +26.14% (+$451.7K)
Salesforce, Inc.(CRMcusip79466L302)	8.1K	QoQ +1.84% (-146) YoY +6.87% (-518)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$281.3M)	QoQ -18.25% (-$482.6K) YoY -4.77% (-$108.4K)
Diamondback Energy, Inc.(FANGcusip25278X109)	13.3K	QoQ +6.90% (+856) YoY +16.71% (-1.9K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$281.3M)	QoQ +4.32% (+$87.9K) YoY -5.83% (-$131.4K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	9.5K	QoQ +2.90% (+269) YoY +21.05% (+1.7K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$281.3M)	QoQ +2.42% (+$47.3K) YoY +18.89% (+$317.4K)
Edwards Lifesciences Corp(EWcusip28176E108)	26.9K	QoQ +9.35% (+2.3K) YoY +31.78% (-6.5K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$281.3M)	QoQ +7.06% (+$128.8K) YoY -0.04% (-$833)
(VIGcusip921908844)	10.0K	QoQ +0.48% (-48) YoY -3.08% (-317)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$281.3M)	QoQ -0.46% (-$8.9K) YoY +2.95% (-$55.6K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	10.1K	QoQ +6.92% (-651) YoY +18.01% (-1.5K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$281.3M)	QoQ -2.22% (-$43.5K) YoY -9.47% (-$199.9K)
(cusip97717Y477)✕	42.6K	QoQ -0.90% (-389) YoY NEW(+42.6K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$281.3M)	QoQ -11.68% (-$247.6K) YoY NEW(+$1.9M)
(cusip464287101)✕	6.7K	QoQ -16.97% (-1.4K) YoY -16.86% (-1.3K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$281.3M)	QoQ -22.15% (-$512.7K) YoY -8.99% (-$178.0K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	3.5K	QoQ +0.05% (+2) YoY +5.95% (+194)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$281.3M)	QoQ +9.16% (+$148.4K) YoY +13.33% (+$208.0K)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	10.0K	QoQ +8.07% (-747) YoY +31.12% (-2.4K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$281.3M)	QoQ -3.04% (-$55.3K) YoY -8.58% (-$165.6K)
CHEVRON CORP(CVXcusip166764100)	10.5K	QoQ +1.78% (+184) YoY +5.64% (+562)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$281.3M)	QoQ +17.55% (+$262.6K) YoY +12.04% (+$189.0K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	16.9K	QoQ +13.14% (-2.0K) YoY +31.40% (-4.0K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$281.3M)	QoQ -3.76% (-$68.0K) YoY -25.20% (-$585.7K)
WASTE MANAGEMENT INC(WMcusip94106L109)	7.5K	QoQ -2.41% (-185) YoY -4.68% (-368)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$281.3M)	QoQ +11.96% (-$185.3K) YoY +3.52% (-$59.1K)