Titelia

Holdings of Comprehensive Financial Consultants Institutional, Inc.

151 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 23.1 % of the equity sleeve

Sector breakdown

  • Technology 18.1 %
  • Health care 11.6 %
  • Industrials 8.9 %
  • Financials 8.9 %
  • Consumer discretionary 6.9 %
  • Communication 5.5 %
  • Consumer staples 4.4 %
  • Funds 4.3 %
  • Energy 3.6 %
  • Utilities 3.0 %
  • Materials 1.8 %
  • Real estate 0.6 %
  • Unattributed 22.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US151277.4M $100.00 %

Positions

RankCompanySharesValueWeight
1Invesco QQQ Trust Series 1 13,7457.9M $
2JPMorgan Chase & Co 25,7797.6M $
3Apple Inc 28,3417.2M $
4Johnson & Johnson 25,8046.3M $
5Walmart Inc 50,2206.2M $
6Eli Lilly & Co 6,6536.1M $
7Marathon Petroleum Corp 24,9076.1M $
8Microsoft Corp 15,3635.7M $
9Broadcom Inc 17,8335.5M $
10Analog Devices Inc 16,7205.3M $
11CME Group Inc 17,6165.2M $
12Home Depot Inc/The 15,6535.1M $
13Verizon Communications Inc 99,6835M $
14Air Products and Chemicals Inc 16,8594.9M $
15Motorola Solutions Inc 11,2554.9M $
16Union Pacific Corp 19,3164.7M $
17AbbVie Inc 21,1394.6M $
18State Street SPDR S&P 500 ETF Trust 6,5354.2M $
19Best Buy Co Inc 64,4774.1M $
20GE Vernova Inc 4,6454.1M $
21Comcast Corp 140,7344M $
22Cummins Inc 7,2593.9M $
23Entergy Corp 34,3073.9M $
24Alphabet Inc 12,7753.7M $
25First Trust Exchange-Traded Fund VIII 93,4163.6M $
26Amazon.com Inc 16,5453.4M $
27iShares Russell 2000 ETF 13,8743.4M $
28Diamondback Energy Inc 16,6813.3M $
29Advanced Micro Devices Inc 15,9203.2M $
30Innovator U.S. Equit 77,6883.2M $
31Darden Restaurants Inc 15,8873.1M $
32Fidelity National Information Services Inc 63,5333M $
33Morgan Stanley 17,7942.9M $
34NVIDIA Corp 16,6562.9M $
35LISTED FUNDS TRUST 59,3512.8M $
36First Trust Exchange-Traded Fund 54,0562.7M $
37Allstate Corp/The 13,0322.7M $
38Edwards Lifesciences Corp 33,1292.7M $
39IQVIA Holdings Inc 14,4942.5M $
40Vanguard Total International S 30,5092.4M $
41Meta Platforms Inc 4,0512.3M $
42Cadence Design Systems Inc 8,1882.3M $
43Zoetis Inc 19,1002.3M $
44Northrop Grumman Corp 3,2782.2M $
45S&P Global Inc 5,1162.2M $
46ProShares Trust 20,2402.1M $
47Constellation Energy Corp. 7,6152.1M $
48Synopsys Inc 5,2352.1M $
49VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 9,5602.1M $
50VanEck Morningstar Wide Moat ETF 20,7062M $
51Pacer Funds Trust 43,1532M $
52Salesforce Inc 10,5522M $
53Chevron Corp 9,5092M $
54Chipotle Mexican Grill Inc 61,0352M $
55Dexcom Inc 30,5921.9M $
56TJX Cos Inc/The 11,5691.8M $
57Cisco Systems, Inc. 23,4541.8M $
58Honeywell International Inc 7,8611.8M $
59Waste Management Inc 7,4221.7M $
60Lowe's Cos Inc 7,0131.7M $
61WisdomTree Trust 18,4701.6M $
62SPDR Series Trust 28,3621.6M $
63First Trust Value Line Dividen 33,8211.6M $
64First Trust Exchange-Traded Fund VIII 36,9481.6M $
65Procter & Gamble Co/The 10,6931.5M $
66PepsiCo Inc 9,7801.5M $
67Stryker Corp 4,4961.5M $
68McDonald's Corp. 4,7381.5M $
69iShares MSCI USA Min Vol Factor ETF 15,7281.5M $
70Amgen Inc 4,0821.4M $
71Bristol-Myers Squibb Co 23,2221.4M $
72Visa Inc 4,6091.4M $
73Pacer Funds Trust 21,9881.4M $
74Duke Energy Corp 10,2001.3M $
75WisdomTree Trust 25,3231.3M $
76Coca-Cola Co/The 16,5191.3M $
77Emerson Electric Co. 9,4571.2M $
78Abbott Laboratories 11,9391.2M $
79Capital One Financial Corp 6,4611.2M $
80Amphenol Corp 8,8731.1M $
81QUALCOMM Inc 8,7041.1M $
82Boeing Co/The 5,6281.1M $
83United Parcel Service Inc 11,2141.1M $
84First Trust Rising Dividend Achievers ETF 15,5811.1M $
85Truist Financial Corp 22,7751M $
86Crown Castle Inc 12,3071M $
87Kimberly-Clark Corp 9,904955.4K $
88ALLIANZIM US 6M BF10 FEB-AUG 27,147852.6K $
89Caterpillar Inc 1,196847.3K $
90ALLIANZIM US 6M BF10 JUN-DEC 29,304828.7K $
91INVESCO AEROSPACE & DEFEN 4,954820.9K $
92Lockheed Martin Corp 1,329803.3K $
93RTX Corp 4,094789.7K $
94First Trust Exchange-Traded Fund VIII 17,569765.8K $
95SPDR SERIES TRUST 6,927748.2K $
96iShares Silver Trust 10,549718.8K $
97Strategy Inc 5,614700.6K $
98Welltower Inc 3,474686.8K $
99Ishares S&p 100 Etf 2,125675.9K $
100iShares Core S&P 500 ETF 1,021666.9K $