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  Name: Comprehensive Financial Consultants Institutional
  City: Bloomington
  State: IN
  Zip: 47403
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $240,535,000
  Total Value Change : $25,924,000
  Securities Held Change : 5
   
All Securities Held : 156
  New Positions : 16
  Closed Positions : 11
  Increased Positions : 89
  Unchanged Positions : 14
  Decreased Positions : 37

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GFEB)1 Year Chart         GFEB Ft Cboe Vest Us Equity Mode... 8 New $0.00 $4,469,000 129,753 1.86% 4,469,000 129,753 1.957    N/A
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... 14 New $0.00 $3,584,000 97,374 1.49% 3,584,000 97,374 0.219    N/A
   (DFEB)1 Year Chart         DFEB Ft Cboe Vest Us Equity Deep... 32 New $0.00 $2,378,000 60,801 0.99% 2,378,000 60,801 0.381    N/A
   (ZALT)1 Year Chart         ZALT Innovator Us Equity 10 Buff... 39 New $0.00 $2,230,000 81,375 0.93% 2,230,000 81,375 0.904    N/A
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 90 New $79.94 $868,000 10,787 0.36% 868,000 10,787 0.001    Closed - End Fund - Debt
   (DXCM)1 Year Chart         DXCM DexCom Inc 99 New $129.71 $780,000 5,626 0.32% 780,000 5,626 0.001    Medical Instruments &...
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 116 New $1,503.47 $520,000 305 0.22% 520,000 305 0.002    Business Software & S...
   (GCOW)1 Year Chart         GCOW Pacer Global Cash Cows Divi... 119 New $0.00 $487,000 14,021 0.2% 487,000 14,021 0.031    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 143 New $163.79 $234,000 1,287 0.1% 234,000 1,287 0    Drug Manufacturers - ...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 144 New $946.30 $234,000 259 0.1% 234,000 259 0    Semiconductor - Speci...
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 145 New $27.12 $230,000 10,100 0.1% 230,000 10,100 0.002    Closed - End Fund - E...
   (LANC)1 Year Chart         LANC Lancaster Colony Corp 147 New $193.39 $228,000 1,098 0.09% 228,000 1,098 0.004    Housewares & Accessories
   (CEG)1 Year Chart         CEG Constellation Energy Corp 148 New $223.31 $226,000 1,220 0.09% 226,000 1,220 0    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 149 New $168.26 $222,000 1,161 0.09% 222,000 1,161 0    Diversified Computer ...
   (JXN)1 Year Chart         JXN Jackson Financial Inc. 151 New $75.87 $214,000 3,234 0.09% 214,000 3,234 0.003    N/A
   (CLX)1 Year Chart         CLX Clorox Co 153 New $138.41 $211,000 1,375 0.09% 211,000 1,375 0.001    Cleaning Products

      16 Records Found
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