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
101Oracle Corp 4,199617.7K $
102ALLIANZIM US 6M BF10 JAN-JUL 17,382584.7K $
103COLUMBIA RESEARCH ENHANCED CORE ETF 14,694572.8K $
104First Trust Exchange-Traded Fund IV 10,429508K $
105SELECT SECTOR SPDR TRUST (THE) 3,756499.2K $
106Vanguard Total Stock Market ETF 1,545495.7K $
107SPDR SERIES TRUST 5,157487.7K $
108ALLIANZIM US 6M BF10 MAR-SEP 15,138473.2K $
109iShares Trust 1,386455.5K $
110Consolidated Edison Inc 4,017454.6K $
111Exxon Mobil Corp 2,657450.8K $
112State Street SPDR S&P 600 Smal 4,640448.3K $
113Micron Technology Inc 1,279432.1K $
114Fifth Third Bancorp 8,913414.1K $
115First Trust Exchange-Traded Fund IV 16,172413.2K $
116Select Sector Spdr Trust 6,596404.1K $
117Graniteshares Gold Trust 8,687400.7K $
118DTE Energy Co 2,722398K $
119Select Sector Spdr Trust 7,914390.7K $
120Altria Group, Inc. 5,855386.4K $
121WisdomTree US High Dividend Fund 3,483380.4K $
122Merck & Co Inc 3,090371.7K $
123Casey's General Stores Inc 472343.6K $
124Jackson Financial Inc 3,234341.9K $
125Janus Detroit Street Trust 6,663335.6K $
126Deere & Co 584329K $
127Global X Funds 18,411315.7K $
128First Trust SMID Cap Rising Dividend Achievers ETF 7,719304.4K $
129PGIM ETF Trust 6,140303.9K $
130Seacoast Banking Corp of Florida 9,870299K $
131ALLIANZIM US 6M BF10 MAY-NOV 10,097292.8K $
132iShares Biotechnology ETF 1,681283.8K $
133International Business Machines Corp. 1,144277.3K $
134ALLIANZIM US 6M BF10 APR-OCT 8,112274K $
135Pacer US Small Cap Cash Cows E 6,077272.7K $
136ConocoPhillips 2,017266.2K $
137First Trust Exchange-Traded Fund VIII 6,456265.1K $
138First Trust Exchange-Traded Fund VIII 5,401255.8K $
139Alphabet Inc 885253.9K $
140ROBO Global Robotics and Autom 3,661250.5K $
141iShares Core High Dividend ETF 1,817246.6K $
142Southern Co/The 2,540245.2K $
143Tesla Inc 626232.7K $
1443M Co 1,501218K $
145First Trust Exchange-Traded Fund VIII 4,774211.4K $
146VanEck Agribusiness ETF 2,495210.8K $
147Vanguard World Fund 759206.7K $
148First Trust NASDAQ Cybersecuri 3,261204.4K $
149Philip Morris International Inc. 1,223202.2K $
150Huntington Ingalls Industries, Inc. 531201.7K $
151Nuburu Inc 20,0403.6K $