StockDriftsStockDriftsTop 50 Comprehensive Financial Consultants Institutional, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 2.36% | 13.7K | $7.9M | -5.78%(-843) | $442.30(+61.11%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.25% | 25.8K | $7.6M | -6.20%(-1.70K) | $154.48(+116.52%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.14% | 28.3K | $7.2M | -0.19%(-54) | $162.13(+90.36%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.87% | 25.8K | $6.3M | -9.65%(-2.76K) | $162.62(+61.75%) | 2026-03-31 | |
| WMT | WALMART INC | 1.85% | 50.2K | $6.2M | -2.59%(-1.34K) | $48.41(+131.01%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.82% | 6.7K | $6.1M | +42.34%(+1.98K) | $551.56(+120.09%) | 2026-03-31 | |
| MPC | MARATHON PETE CORP | 1.81% | 24.9K | $6.1M | -11.12%(-3.12K) | $76.73(+247.14%) | 2026-03-31 | |
| JCI | JOHNSON CONTROLS INTERNATION | 1.75% | 45.0K | $5.9M | -4.20%(-1.97K) | $63.55(+121.50%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.69% | 15.4K | $5.7M | +7.64%(+1.09K) | $316.09(+23.54%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.64% | 17.8K | $5.5M | -2.19%(-400) | $69.87(+415.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.27% | +49.20% |
| Top 20 Holdings Unweighted | +14.22% | +49.00% |
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