Long-term investor
Comprehensive Financial Consultants Institutional, Inc. @comprehensivefinancialco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001915714).
Record
- Tracked since 2025-06-30 (441 days), 109 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 2.7% · long · since 2025-06-30
- JPM · 2.2% · long · since 2025-06-30
- LLY · 2.2% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- ETN · 1.7% · long · since 2025-06-30
- AVGO · 1.7% · long · since 2025-06-30
- JNJ · 1.7% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- HD · 1.7% · long · since 2025-06-30
- ADI · 1.7% · long · since 2025-06-30
- MPC · 1.7% · long · since 2025-06-30
- G51502105 · 1.6% · long · since 2025-06-30