Comprehensive Financial Consultants Institutional, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), Comprehensive Financial Consultants Institutional, Inc. reported 164 stock positions worth $273.7 million. Its top holding was JPMorgan Chase (JPM) at 2.6% of the portfolio, followed by Apple (AAPL, 2.4%) and Microsoft (MSFT, 2.3%). Compared with Q2 2024, it opened 14 new positions, sold out of 6, added to 60 and reduced 66. The biggest buy was a new position in FT Vest U.S. Equity Deep Buf (DSEP) and the biggest sale an exit from FT Vest U.S. Equity Deep Buf (DFEB).

Most Recent 13F
Q2 2026
Location
Bloomington, IN
CIK
0001915714
Portfolio Value
$273.7M (Q3 2024)
SEC Filing
0001172661-24-004430 ↗ filed Oct 31, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $240.5M Q1 2024 Q2 2024: $255.0M Q2 2024 Q3 2024: $273.7M $273.7M Q3 2024 Q4 2024: $274.4M Q4 2024 Q1 2025: $280.8M Q1 2025 Q2 2025: $304.3M Q2 2025 Q3 2025: $322.3M Q3 2025 Q4 2025: $330.8M Q4 2025 Q1 2026: $336.4M Q1 2026 Q2 2026: $377.7M Q2 2026

Holdings 164 stocks · $273.7M
JPM JPMorgan Chase & Co. 2.56% 33,242 $7.0M Reduce -0.2%
AAPL Apple Inc. 2.43% 28,533 $6.6M Reduce -2.5%
MSFT Microsoft Corp. 2.26% 14,377 $6.2M Reduce -1.8%
HD Home Depot Inc. 2.00% 13,507 $5.5M Add +0.5%
ETN Eaton Corp. PLC 1.95% 16,131 $5.3M Add +0.2%
MSI Motorola Solutions Inc. 1.89% 11,525 $5.2M Reduce -1.7%
WMT Walmart Inc. 1.80% 61,028 $4.9M Reduce -5.7%
AVGO Broadcom Inc. 1.74% 27,682 $4.8M Reduce -4.2%
BBY Best Buy Co. Inc. 1.72% 45,446 $4.7M Add +1.2%
CB Chubb Ltd. 1.70% 16,174 $4.7M Add +1.2%
JCI Johnson Controls Internation 1.63% 57,566 $4.5M Add +2.3%
JNJ Johnson & Johnson 1.61% 27,189 $4.4M Add +3.1%
MPC Marathon Petroleum Corp. 1.60% 26,960 $4.4M Add +1.1%
GFEB FT Vest US Equity Moderate B 1.59% 119,215 $4.4M Reduce -4.3%
VZ Verizon Communications Inc. 1.56% 94,923 $4.3M Add +2.8%
APD Air Products & Chemicals Inc. 1.54% 14,142 $4.2M Reduce -1.8%
MRK Merck & Co. Inc. 1.53% 36,985 $4.2M Add +2.9%
CME Cme Group Inc. 1.47% 18,288 $4.0M Add +3.1%
UNP Union Pacific Corp. 1.47% 16,352 $4.0M Add +2.6%
LLY Eli Lilly & Co. 1.47% 4,534 $4.0M Reduce -0.1%
MDT Medtronic PLC 1.44% 43,645 $3.9M Add +3.8%
CMCSA Comcast Corp. Class A 1.38% 90,724 $3.8M Add +3.7%
QQQ Invesco QQQ Trust Series 1 1.37% 7,677 $3.7M Add +0.2%
PMAR Innovator U.S. Equity Power 1.30% 90,778 $3.6M Reduce -4.8%
ADI Analog Devices Inc. 1.29% 15,371 $3.5M Add +166.6%
META Meta Platforms Inc. Class A 1.25% 5,974 $3.4M Add +0.1%
ZALT Innovator US Eq 10 Buffer 1.14% 106,656 $3.1M Add +1.6%
TT Trane Technologies PLC 1.14% 8,005 $3.1M Reduce -1.6%
DVN Devon Energy Corp. 1.12% 78,682 $3.1M Add +5.2%
NOBL Proshares S&P 500 Dividend A 1.12% 28,780 $3.1M Add +0.6%
COWZ Pacer US Cash Cows 100 ETF 1.09% 51,439 $3.0M Reduce -1.0%
AMZN Amazon.com Inc. 1.06% 15,605 $2.9M Add +8.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.95% 22,182 $2.6M Reduce -1.7%
ALL Allstate Corp. 0.94% 13,563 $2.6M Reduce -0.8%
DSEP FT Vest U.S. Equity Deep Buf 0.92% 63,102 $2.5M New
ICE Intercontinental Exchange Inc. 0.91% 15,500 $2.5M Reduce -0.9%
GOOGL Alphabet Inc. Class A 0.90% 14,778 $2.5M Add +1.9%
FISV Fiserv Inc. 0.89% 13,537 $2.4M Add +0.5%
SPGI S&P Global Inc. 0.86% 4,571 $2.4M Reduce -1.0%
CSCO Cisco Systems Inc. 0.85% 43,606 $2.3M Reduce -44.3%
UNH Unitedhealth Group Inc. 0.84% 3,940 $2.3M Reduce -1.3%
AMD Advanced Micro Devices 0.82% 13,735 $2.3M Add +2.6%
OEF iShares S&P 100 ETF 0.82% 8,108 $2.2M Add +0.7%
DRI Darden Restaurants Inc. 0.81% 13,461 $2.2M Add +5.6%
V Visa Inc. Class A 0.80% 7,945 $2.2M Add +0.3%
CRM Salesforce Inc. 0.79% 7,868 $2.2M Add +1.5%
NXPI NXP Semiconductors NV 0.78% 8,912 $2.1M Add +0.1%
STE Steris PLC 0.78% 8,818 $2.1M Reduce -0.5%
BALT Inn Defined Wealth Shield 0.77% 68,519 $2.1M Add +13.8%
LHX L3HARRIS Technologies Inc. 0.76% 8,792 $2.1M Add +0.8%
FDL First Trust Morn DVD Lead Inc. 0.75% 49,202 $2.1M Reduce -4.2%
FANG Diamondback Energy Inc. 0.74% 11,746 $2.0M Reduce -0.8%
IQV Iqvia Holdings Inc. 0.73% 8,409 $2.0M Reduce -0.1%
VIG Vanguard Dividend Apprec ETF 0.72% 9,965 $2.0M Reduce -3.0%
MOAT Vaneck Morningstar Wide Moat 0.68% 19,169 $1.9M Reduce -0.4%
NOC Northrop Grumman Corp. 0.67% 3,492 $1.8M Reduce -1.8%
HAL Halliburton Co. 0.62% 58,085 $1.7M Add +2.0%
LOW Lowe's Cos Inc. 0.61% 6,200 $1.7M Add +1.1%
FVD First Trust Value Line DVD 0.61% 36,528 $1.7M Reduce -1.1%
PG The Procter & Gamble Co. 0.61% 9,587 $1.7M Reduce -0.8%
WM Waste Management Inc. 0.60% 7,928 $1.6M Reduce -1.4%
CALF PCR US SM CP CSH CWS ETF-Usd 0.59% 34,948 $1.6M Reduce -0.1%
HON Honeywell International Inc. 0.58% 7,727 $1.6M Add +0.9%
CVX Chevron Corp. 0.58% 10,716 $1.6M Add +1.8%
SYK Stryker Corp. 0.57% 4,352 $1.6M No change
USMV iShares MSCI USA Min Vol Fac 0.57% 17,177 $1.6M Reduce -8.9%
FTGS First Trust Grwth Strgth ETF 0.56% 49,336 $1.5M Reduce -1.0%
BUFF Innovator Laddered Allocatio 0.55% 34,344 $1.5M New
MCD McDonald's Corp. 0.55% 4,936 $1.5M Add +0.9%
EW Edwards Lifesciences Corp. 0.55% 22,657 $1.5M Add +3.8%
PEP Pepsico Inc. 0.54% 8,646 $1.5M Add +1.4%
AMGN Amgen Inc. 0.54% 4,555 $1.5M Reduce -8.3%
ABT Abbott Laboratories 0.49% 11,748 $1.3M Reduce -1.0%
AZN Astrazeneca PLC-Spons ADR 0.48% 16,983 $1.3M Reduce -4.9%
QCOM Qualcomm Inc. 0.47% 7,491 $1.3M Reduce -0.8%
IVV iShares Core S&P 500 ETF 0.45% 2,155 $1.2M No change
KO The Coca-Cola Co. 0.45% 17,034 $1.2M Reduce -1.6%
ADBE Adobe Inc. 0.45% 2,354 $1.2M Add +1.2%
LIN Linde PLC 0.44% 2,512 $1.2M Reduce -5.0%
CCI Crown Castle Inc. 0.44% 10,057 $1.2M Add +6.5%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.44% 11,967 $1.2M Add +3.9%
EMR Emerson Electric Co. 0.43% 10,718 $1.2M Reduce -1.2%
BMY Bristol-Myers Squibb Co. 0.43% 22,540 $1.2M Add +3.1%
MS Morgan Stanley 0.42% 11,152 $1.2M Reduce -1.8%
TFC Truist Financial Corp. 0.41% 26,484 $1.1M Reduce -3.2%
DUK Duke Energy Corp. 0.39% 9,349 $1.1M Add +1.2%
WTFC Wintrust Financial Corp. 0.39% 9,889 $1.1M Reduce -5.5%
HDV iShares Core High Dividend E 0.39% 8,989 $1.1M Reduce -4.2%
UPS United Parcel Service Class B 0.38% 7,578 $1.0M Add +7.8%
QGRW Wisdomtree US Quality Growth 0.37% 22,110 $1.0M New
COF Capital One Financial Corp. 0.36% 6,653 $996K Reduce -3.7%
QUAL iShares MSCI USA Quality Fac 0.36% 5,498 $986K Reduce -49.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.36% 1,706 $979K Reduce -0.1%
DGRW Wisdomtree U.S. Quality Divi 0.34% 11,311 $941K Reduce -0.0%
VTI VG Morningstar TS MKT ETF-US 0.34% 3,239 $917K Reduce -2.8%
BA The Boeing Co. 0.32% 5,842 $888K No change
USFR Wisdomtree Floating Rate Tre 0.32% 17,340 $871K Add +18.4%
BSCQ Invesco Bulletshares 2026 CB 0.31% 43,225 $845K Reduce -0.3%
RDVY First Trust Rising Dividend 0.30% 14,048 $832K Reduce -5.1%
NKE Nike Inc. Class B 0.30% 9,396 $831K Add +0.6%
KMB Kimberly-Clark Corp. 0.30% 5,813 $827K Add +0.1%
FIXD First Trust Smith Opportunis 0.30% 18,168 $822K Add +20.3%
LMT Lockheed Martin Corp. 0.30% 1,387 $811K Add +1.2%
BSCP Invesco Bulletshares 2025 CB 0.29% 38,010 $785K No change
TGT Target Corp. 0.29% 5,008 $781K Reduce -0.3%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.27% 4,380 $738K Add +7.3%
BSCR Invesco Bulletshares 2027 CB 0.27% 37,125 $732K Add +1.4%
BSCO Invesco Bulletshares 2024 CB 0.26% 33,963 $717K Add +1.4%
SLYV SS SPDR S&P 600 SC Val ETF 0.24% 7,494 $651K Reduce -0.5%
SLYG SS SPDR S&P 600 SC GR ETF 0.23% 6,614 $616K No change
KNG FT Vest S&P 500 DVD Arst TRG 0.22% 11,182 $609K Reduce -0.9%
ORCL Oracle Corp. 0.22% 3,506 $597K No change
CAT Caterpillar Inc. 0.22% 1,510 $591K No change
IBB iShares Biotechnology ETF 0.21% 3,933 $573K Reduce -6.1%
CGW Invesco S&P Global Water Ind 0.21% 9,309 $570K Reduce -11.1%
XOM Exxon Mobil Corp. 0.20% 4,755 $557K Add +4.0%
AAPR Ino Eq Po ETF 2YR AP2028-Usd 0.20% 20,940 $549K No change
XLK SS Technology Select Sector 0.20% 2,425 $547K Reduce -4.6%
RTX RTX Corp. 0.20% 4,484 $543K Reduce -0.0%
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.20% 9,444 $539K Reduce -21.4%
GCOW Pacer Global Cash Cows Divid 0.19% 14,504 $529K Add +3.4%
WELL Welltower Inc. 0.19% 3,962 $507K No change
XLV SS Health Care Select Sector 0.18% 3,284 $506K Reduce -13.2%
DXCM Dexcom Inc. 0.18% 7,334 $492K Add +13.5%
DJUN FT Vest US Equity Deep Buffe 0.18% 11,389 $485K Add +9.5%
PPA Invesco Aerospace & Defense 0.18% 4,210 $484K Reduce -2.8%
XLE SS Energy Select Sector 0.16% 5,031 $442K Reduce -8.8%
ED Consolidated Edison Inc. 0.16% 4,122 $429K No change
DJUL FT Vest US Equity Deep Buffe 0.15% 10,048 $416K New
BSCS Invesco Bulletshares 2028 CB 0.15% 20,168 $415K Add +2.5%
IDV iShares International Select 0.15% 13,527 $409K Reduce -1.8%
DTE DTE Energy Company 0.14% 3,082 $396K No change
RDVI FT Vest Rising Dividend Achi 0.14% 15,952 $393K No change
DMAY FT Vest US Equity Deep Buffe 0.14% 9,563 $382K No change
LQDW iShares Ingr Corp. BD B/W ETF 0.13% 12,894 $366K Add +19.6%
SLV iShares Silver Trust 0.13% 12,718 $361K No change
XLP SS Consumer Staples Sel Sect 0.13% 4,267 $354K Reduce -16.8%
NVDA Nvidia Corp. 0.13% 2,900 $352K Add +17.4%
TDIV FT Nasdaq Tech DVD Index FD 0.12% 4,185 $336K No change
PULS Pgim Ultra Short Bond ETF 0.12% 6,658 $331K Add +4.3%
CMI Cummins Inc. 0.12% 985 $319K No change
CEG Constellation Energy 0.12% 1,220 $317K No change
UJUL Innovator U.S. Equity Ultra 0.11% 9,018 $306K New
MO Altria Group Inc. 0.11% 5,916 $302K Reduce -6.4%
JXN Jackson Financial Inc. Class A 0.11% 3,234 $295K No change
SDVY First Trust Smid Cap Rising 0.10% 7,719 $281K New
CMA Comerica Inc. 0.10% 4,607 $276K Reduce -5.7%
AJUL Invtr Eq DP ETF-2Y-JULY28-Ui 0.10% 10,038 $270K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,158 $256K Reduce -0.3%
NJAN Innovator Growth 100 Power B 0.09% 5,490 $255K No change
ABBV Abbvie Inc. 0.09% 1,289 $255K Add +0.2%
GMAY FT Vest U.S. Equity Moderate 0.09% 6,878 $249K No change
EQL CI Inv SP 500 Equ Weg Ind-Ui 0.09% 1,937 $247K No change
DE Deere & Co. 0.09% 584 $244K No change
RSPN Invesco S&P 500 Equal Weight 0.09% 4,597 $235K Reduce -6.9%
CLX Clorox Company 0.08% 1,375 $224K New
SO The Southern Co. 0.08% 2,480 $224K New
MDLZ Mondelez International Inc. Class A 0.08% 2,975 $219K New
GRMN Garmin Ltd. 0.08% 1,217 $214K New
COP Conocophillips 0.08% 1,965 $207K No change
MMM 3M Co. 0.07% 1,501 $205K New
SDY SS SPDR S&P Dividend ETF 0.07% 1,414 $201K New
BAR Graniteshares Gold Trust 0.07% 7,720 $200K New
RGTI Rigetti Computing Inc. 0.01% 25,000 $20K No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $461K (not counted above)
SecurityClassShares / PrincipalValueChange
IBDQ iShares Ibonds Dec 2025 Term IBONDS DEC25 ETF · principal 9,704$244KNo change
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal 8,952$218KNo change

Total filed on the 13F, all lines: $274.2M.

Portfolio Sells Q2 2024 → Q3 2024
DFEB FT Vest U.S. Equity Deep Buf Sold out 0.00% −0.94
CSCO Cisco Systems Inc. Reduce -44.3% 0.85% −0.61
QUAL iShares MSCI USA Quality Fac Reduce -49.4% 0.36% −0.37
MSFT Microsoft Corp. Reduce -1.8% 2.26% −0.31
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.19
FANG Diamondback Energy Inc. Reduce -0.8% 0.74% −0.19
VNLA Janus Henderson Short Durati Sold out 0.00% −0.18
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.17
LLY Eli Lilly & Co. Reduce -0.1% 1.47% −0.14
GFEB FT Vest US Equity Moderate B Reduce -4.3% 1.59% −0.14
QCOM Qualcomm Inc. Reduce -0.8% 0.47% −0.12
PMAR Innovator U.S. Equity Power Reduce -4.8% 1.30% −0.12
INTC Intel Corp. Sold out 0.00% −0.08
JPM JPMorgan Chase & Co. Reduce -0.2% 2.56% −0.08
MZTI The Marzetti Company Sold out 0.00% −0.08
AVGO Broadcom Inc. Reduce -4.2% 1.74% −0.08
AMGN Amgen Inc. Reduce -8.3% 0.54% −0.07
WM Waste Management Inc. Reduce -1.4% 0.60% −0.07
ROBO Robo Global Robotics and Aut Reduce -21.4% 0.20% −0.06
AZN Astrazeneca PLC-Spons ADR Reduce -4.9% 0.48% −0.06
USMV iShares MSCI USA Min Vol Fac Reduce -8.9% 0.57% −0.05
EMR Emerson Electric Co. Reduce -1.2% 0.43% −0.04
XLE SS Energy Select Sector Reduce -8.8% 0.16% −0.04
FTGS First Trust Grwth Strgth ETF Reduce -1.0% 0.56% −0.03
XLV SS Health Care Select Sector Reduce -13.2% 0.18% −0.03
XLK SS Technology Select Sector Reduce -4.6% 0.20% −0.03
XLP SS Consumer Staples Sel Sect Reduce -16.8% 0.13% −0.02
COWZ Pacer US Cash Cows 100 ETF Reduce -1.0% 1.09% −0.02
TJX TJX Companies Inc. Reduce -1.7% 0.95% −0.02
CGW Invesco S&P Global Water Ind Reduce -11.1% 0.21% −0.02
PG The Procter & Gamble Co. Reduce -0.8% 0.61% −0.02
LIN Linde PLC Reduce -5.0% 0.44% −0.02
BSCQ Invesco Bulletshares 2026 CB Reduce -0.3% 0.31% −0.02
IBB iShares Biotechnology ETF Reduce -6.1% 0.21% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -2.8% 0.34% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -3.0% 0.72% −0.01
RDVY First Trust Rising Dividend Reduce -5.1% 0.30% −0.01
HDV iShares Core High Dividend E Reduce -4.2% 0.39% −0.01
WTFC Wintrust Financial Corp. Reduce -5.5% 0.39% −0.01
COF Capital One Financial Corp. Reduce -3.7% 0.36% −0.01
FDL First Trust Morn DVD Lead Inc. Reduce -4.2% 0.75% −0.01
MS Morgan Stanley Reduce -1.8% 0.42% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 0.36% −0.01
TGT Target Corp. Reduce -0.3% 0.29% −0.01
CALF PCR US SM CP CSH CWS ETF-Usd Reduce -0.1% 0.59% −0.00
TFC Truist Financial Corp. Reduce -3.2% 0.41% −0.00
MO Altria Group Inc. Reduce -6.4% 0.11% −0.00
DGRW Wisdomtree U.S. Quality Divi Reduce -0.0% 0.34% −0.00
RSPN Invesco S&P 500 Equal Weight Reduce -6.9% 0.09% −0.00
KNG FT Vest S&P 500 DVD Arst TRG Reduce -0.9% 0.22% −0.00

Portfolio Buys Q2 2024 → Q3 2024
DSEP FT Vest U.S. Equity Deep Buf New 0.92% +0.92
ADI Analog Devices Inc. Add +166.6% 1.29% +0.78
BUFF Innovator Laddered Allocatio New 0.55% +0.55
QGRW Wisdomtree US Quality Growth New 0.37% +0.37
BBY Best Buy Co. Inc. Add +1.2% 1.72% +0.23
HD Home Depot Inc. Add +0.5% 2.00% +0.18
JCI Johnson Controls Internation Add +2.3% 1.63% +0.17
DJUL FT Vest US Equity Deep Buffe New 0.15% +0.15
MDT Medtronic PLC Add +3.8% 1.44% +0.14
UJUL Innovator U.S. Equity Ultra New 0.11% +0.11
CME Cme Group Inc. Add +3.1% 1.47% +0.11
CB Chubb Ltd. Add +1.2% 1.70% +0.11
SDVY First Trust Smid Cap Rising New 0.10% +0.10
FISV Fiserv Inc. Add +0.5% 0.89% +0.10
AJUL Invtr Eq DP ETF-2Y-JULY28-Ui New 0.10% +0.10
JNJ Johnson & Johnson Add +3.1% 1.61% +0.10
LOW Lowe's Cos Inc. Add +1.1% 0.61% +0.08
CLX Clorox Company New 0.08% +0.08
SO The Southern Co. New 0.08% +0.08
MDLZ Mondelez International Inc. Class A New 0.08% +0.08
GRMN Garmin Ltd. New 0.08% +0.08
MMM 3M Co. New 0.07% +0.07
CCI Crown Castle Inc. Add +6.5% 0.44% +0.07
SDY SS SPDR S&P Dividend ETF New 0.07% +0.07
BAR Graniteshares Gold Trust New 0.07% +0.07
BMY Bristol-Myers Squibb Co. Add +3.1% 0.43% +0.07
META Meta Platforms Inc. Class A Add +0.1% 1.25% +0.07
VZ Verizon Communications Inc. Add +2.8% 1.56% +0.06
BALT Inn Defined Wealth Shield Add +13.8% 0.77% +0.06
MCD McDonald's Corp. Add +0.9% 0.55% +0.06
UNP Union Pacific Corp. Add +2.6% 1.47% +0.06
DRI Darden Restaurants Inc. Add +5.6% 0.81% +0.05
MSTR Strategy Inc. Add +7.3% 0.27% +0.05
FIXD First Trust Smith Opportunis Add +20.3% 0.30% +0.05
LMT Lockheed Martin Corp. Add +1.2% 0.30% +0.05
NOBL Proshares S&P 500 Dividend A Add +0.6% 1.12% +0.04
CMCSA Comcast Corp. Class A Add +3.7% 1.38% +0.04
DUK Duke Energy Corp. Add +1.2% 0.39% +0.03
USFR Wisdomtree Floating Rate Tre Add +18.4% 0.32% +0.03
NKE Nike Inc. Class B Add +0.6% 0.30% +0.03
LQDW iShares Ingr Corp. BD B/W ETF Add +19.6% 0.13% +0.01
DJUN FT Vest US Equity Deep Buffe Add +9.5% 0.18% +0.01
NVDA Nvidia Corp. Add +17.4% 0.13% +0.01
GCOW Pacer Global Cash Cows Divid Add +3.4% 0.19% +0.01
ABBV Abbvie Inc. Add +0.2% 0.09% +0.01
CRM Salesforce Inc. Add +1.5% 0.79% +0.00
UPS United Parcel Service Class B Add +7.8% 0.38% +0.00
BSCS Invesco Bulletshares 2028 CB Add +2.5% 0.15% −0.00
XOM Exxon Mobil Corp. Add +4.0% 0.20% −0.00
PULS Pgim Ultra Short Bond ETF Add +4.3% 0.12% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 203$377.7MQQQ, JPM, LLY, AAPL, ETN
Q1 2026 192$336.4MQQQ, JPM, AAPL, JNJ, WMT
Q4 2025 188$330.8MQQQ, JPM, AAPL, MSFT, AVGO
Q3 2025 183$322.3MJPM, QQQ, AAPL, MSFT, AVGO
Q2 2025 180$304.3MJPM, QQQ, MSFT, AVGO, AAPL
Q1 2025 173$280.8MJPM, AAPL, QQQ, MSFT, HD
Q4 2024 164$274.4MJPM, AAPL, AVGO, MSFT, HD
Q3 2024 164$273.7MJPM, AAPL, MSFT, HD, ETN
Q2 2024 156$255.0MJPM, MSFT, AAPL, ETN, AVGO
Q1 2024 156$240.5MJPM, MSFT, MPC, ETN, AAPL