Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2025)

About Comprehensive Financial Consultants Institutional, Inc.

Investment Activity

Comprehensive Financial Consultants Institutional, Inc. has $274.81 million in total holdings as of December 31, 2024.
Comprehensive Financial Consultants Institutional, Inc. owns shares of 166 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
Approximately 7.79% of the portfolio was purchased this quarter.
About 6.18% of the portfolio was sold this quarter.
This quarter, Comprehensive Financial Consultants Institutional, Inc. has purchased 166 new stocks and bought additional shares in 68 stocks.
Comprehensive Financial Consultants Institutional, Inc. sold shares of 63 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $7,739,517
Apple: $7,218,018
Broadcom: $6,463,931
Microsoft: $6,193,943
Home Depot: $5,398,792

Largest New Holdings this Quarter

FIRST TR EXCHNG TRADED FD VI: $4,197,950 Holding
Innovator U.S. Equity Power Buffer ETF - November: $3,574,472 Holding
Fidelity National Information Services: $1,222,939 Holding
VanEck Morningstar SMID Moat ETF: $699,086 Holding
First Trust Nasdaq Cybersecurity ETF: $425,305 Holding

Largest Purchases this Quarter

FIRST TR EXCHNG TRADED FD VI: 120,010 shares (about $4.20M)
Innovator U.S. Equity Power Buffer ETF - November: 94,376 shares (about $3.57M)
Fidelity National Information Services: 15,141 shares (about $1.22M)
Morgan Stanley: 9,318 shares (about $1.17M)
WisdomTree U.S. Quality Growth Fund: 20,898 shares (about $1.03M)

Largest Sales this Quarter

Cisco Systems: 14,799 shares (about $876.10K)
Devon Energy: 25,466 shares (about $833.50K)
Crown Castle: 2,783 shares (about $252.58K)
Walmart: 2,785 shares (about $251.62K)
JPMorgan Chase & Co.: 955 shares (about $228.92K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JPM JPMorgan Chase & Co.	$7,739,517	$228,923 ▼	-2.9%	32,287	2.8%	Finance
AAPL Apple	$7,218,018	$72,623 ▲	1.0%	28,823	2.6%	Computer and Technology
AVGO Broadcom	$6,463,931	$46,136 ▲	0.7%	27,881	2.4%	Computer and Technology
MSFT Microsoft	$6,193,943	$134,037 ▲	2.2%	14,695	2.3%	Computer and Technology
HD Home Depot	$5,398,792	$144,704 ▲	2.8%	13,879	2.0%	Retail/Wholesale
ETN Eaton	$5,352,399	$996 ▼	0.0%	16,128	1.9%	Industrial Products
WMT Walmart	$5,262,255	$251,625 ▼	-4.6%	58,243	1.9%	Retail/Wholesale
MSI Motorola Solutions	$5,160,798	$166,403 ▼	-3.1%	11,165	1.9%	Computer and Technology
JCI Johnson Controls International	$4,642,031	$98,347 ▲	2.2%	58,812	1.7%	Construction
CB Chubb	$4,466,942	$1,934 ▼	0.0%	16,167	1.6%	Finance
CME CME Group	$4,362,905	$115,883 ▲	2.7%	18,787	1.6%	Finance
APD Air Products and Chemicals	$4,242,415	$140,669 ▲	3.4%	14,627	1.5%	Basic Materials
FIRST TR EXCHNG TRADED FD VI	$4,197,950	$4,197,950 ▲	New Holding	120,010	1.5%	FT VEST U.S EQT
QQQ Invesco QQQ	$4,101,598	$176,886 ▲	4.5%	8,023	1.5%	Finance
JNJ Johnson & Johnson	$4,087,974	$155,900 ▲	4.0%	28,267	1.5%	Medical
BBY Best Buy	$4,062,115	$162,848 ▲	4.2%	47,344	1.5%	Retail/Wholesale
VZ Verizon Communications	$3,992,802	$196,831 ▲	5.2%	99,845	1.5%	Computer and Technology
MRK Merck & Co., Inc.	$3,942,890	$263,622 ▲	7.2%	39,635	1.4%	Medical
UNP Union Pacific	$3,903,589	$174,679 ▲	4.7%	17,118	1.4%	Transportation
MPC Marathon Petroleum	$3,892,329	$131,409 ▲	3.5%	27,902	1.4%	Oils/Energy
ADI Analog Devices	$3,679,595	$413,872 ▲	12.7%	17,319	1.3%	Computer and Technology
MDT Medtronic	$3,671,684	$185,322 ▲	5.3%	45,965	1.3%	Medical
CMCSA Comcast	$3,598,001	$193,129 ▲	5.7%	95,870	1.3%	Consumer Discretionary
LLY Eli Lilly and Company	$3,590,572	$90,324 ▲	2.6%	4,651	1.3%	Medical
PNOV Innovator U.S. Equity Power Buffer ETF - November	$3,574,472	$3,574,472 ▲	New Holding	94,376	1.3%	ETF
META Meta Platforms	$3,457,437	$40,400 ▼	-1.2%	5,905	1.3%	Computer and Technology
AMZN Amazon.com	$3,410,637	$12,944 ▼	-0.4%	15,546	1.2%	Retail/Wholesale
INNOVATOR ETFS TRUST	$3,267,083	$93,000 ▲	2.9%	109,781	1.2%	U S EQ 10 BUFFER
NOBL ProShares S&P 500 Aristocrats ETF	$3,056,981	$191,932 ▲	6.7%	30,708	1.1%	ETF
COWZ Pacer US Cash Cows 100 ETF	$2,924,308	$19,034 ▲	0.7%	51,776	1.1%	ETF
TT Trane Technologies	$2,917,126	$39,520 ▼	-1.3%	7,898	1.1%	Construction
GOOGL Alphabet	$2,841,961	$44,486 ▲	1.6%	15,013	1.0%	Computer and Technology
DRI Darden Restaurants	$2,783,921	$270,887 ▲	10.8%	14,912	1.0%	Retail/Wholesale
TJX TJX Companies	$2,709,406	$29,598 ▲	1.1%	22,427	1.0%	Retail/Wholesale
FI Fiserv	$2,661,422	$119,349 ▼	-4.3%	12,956	1.0%	Business Services
ALL Allstate	$2,653,947	$39,136 ▲	1.5%	13,766	1.0%	Finance
CRM Salesforce	$2,644,216	$13,708 ▲	0.5%	7,909	1.0%	Computer and Technology
V Visa	$2,600,061	$89,123 ▲	3.5%	8,227	0.9%	Business Services
MS Morgan Stanley	$2,573,488	$1,171,459 ▲	83.6%	20,470	0.9%	Finance
DSEP FT Vest U.S. Equity Deep Buffer ETF - September	$2,543,304	$15,286 ▼	-0.6%	62,725	0.9%	ETF
BALT Innovator Defined Wealth Shield ETF	$2,387,857	$234,990 ▲	10.9%	75,998	0.9%	ETF
SPGI S&P Global	$2,362,654	$86,159 ▲	3.8%	4,744	0.9%	Business Services
OEF iShares S&P 100 ETF	$2,313,977	$28,018 ▼	-1.2%	8,011	0.8%	ETF
ICE Intercontinental Exchange	$2,304,142	$5,513 ▼	-0.2%	15,463	0.8%	Finance
QGRW WisdomTree U.S. Quality Growth Fund	$2,118,574	$1,029,435 ▲	94.5%	43,008	0.8%	ETF
UNH UnitedHealth Group	$2,090,719	$97,631 ▲	4.9%	4,133	0.8%	Medical
FANG Diamondback Energy	$2,032,147	$107,800 ▲	5.6%	12,404	0.7%	Oils/Energy
FDL First Trust Morningstar Dividend Leaders Index	$1,990,414	$9,542 ▲	0.5%	49,439	0.7%	ETF
NXPI NXP Semiconductors	$1,953,582	$101,223 ▲	5.5%	9,399	0.7%	Computer and Technology
LHX L3Harris Technologies	$1,949,506	$100,724 ▲	5.4%	9,271	0.7%	Aerospace
STE STERIS	$1,943,775	$131,147 ▲	7.2%	9,456	0.7%	Medical
VIG Vanguard Dividend Appreciation ETF	$1,943,025	$8,421 ▼	-0.4%	9,922	0.7%	ETF
EW Edwards Lifesciences	$1,823,211	$145,913 ▲	8.7%	24,628	0.7%	Medical
IQV IQVIA	$1,817,914	$165,461 ▲	10.0%	9,251	0.7%	Medical
AMD Advanced Micro Devices	$1,806,414	$147,364 ▲	8.9%	14,955	0.7%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$1,788,851	$11,405 ▲	0.6%	19,292	0.7%	ETF
DVN Devon Energy	$1,741,760	$833,502 ▼	-32.4%	53,216	0.6%	Oils/Energy
CSCO Cisco Systems	$1,705,374	$876,101 ▼	-33.9%	28,807	0.6%	Computer and Technology
HON Honeywell International	$1,683,106	$62,346 ▼	-3.6%	7,451	0.6%	Multi-Sector Conglomerates
HAL Halliburton	$1,676,100	$96,769 ▲	6.1%	61,644	0.6%	Oils/Energy
NOC Northrop Grumman	$1,619,051	$19,710 ▼	-1.2%	3,450	0.6%	Aerospace
MSTR MicroStrategy	$1,617,817	$349,282 ▲	27.5%	5,586	0.6%	Computer and Technology
SYK Stryker	$1,613,744	$46,806 ▲	3.0%	4,482	0.6%	Medical
PG Procter & Gamble	$1,586,975	$20,286 ▼	-1.3%	9,466	0.6%	Consumer Staples
FVD First Trust Value Line Dividend Index Fund	$1,559,650	$34,432 ▼	-2.2%	35,739	0.6%	ETF
BUFF Innovator Laddered Fund of U.S. Equity Power Buffer ETFs	$1,557,299	$14,910 ▲	1.0%	34,676	0.6%	ETF
LOW Lowe's Companies	$1,551,878	$21,718 ▲	1.4%	6,288	0.6%	Retail/Wholesale
WM Waste Management	$1,548,940	$50,851 ▼	-3.2%	7,676	0.6%	Business Services
CVX Chevron	$1,495,829	$56,345 ▼	-3.6%	10,327	0.5%	Oils/Energy
FTGS First Trust Growth Strength ETF	$1,492,725	$56,426 ▼	-3.6%	47,539	0.5%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$1,469,741	$55,405 ▼	-3.6%	16,553	0.5%	ETF
MCD McDonald's	$1,411,764	$19,133 ▼	-1.3%	4,870	0.5%	Retail/Wholesale
ABT Abbott Laboratories	$1,357,384	$28,505 ▲	2.1%	12,000	0.5%	Medical
CALF Pacer US Small Cap Cash Cows 100 ETF	$1,317,835	$220,226 ▼	-14.3%	29,944	0.5%	ETF
PEP PepsiCo	$1,289,317	$25,394 ▼	-1.9%	8,479	0.5%	Consumer Staples
EMR Emerson Electric	$1,272,265	$56,016 ▼	-4.2%	10,266	0.5%	Industrial Products
BMY Bristol-Myers Squibb	$1,269,433	$5,430 ▼	-0.4%	22,444	0.5%	Medical
IVV iShares Core S&P 500 ETF	$1,246,236	$22,370 ▼	-1.8%	2,117	0.5%	ETF
FIS Fidelity National Information Services	$1,222,939	$1,222,939 ▲	New Holding	15,141	0.4%	Business Services
AMGN Amgen	$1,164,018	$23,197 ▼	-2.0%	4,466	0.4%	Medical
QCOM QUALCOMM	$1,118,661	$32,107 ▼	-2.8%	7,282	0.4%	Computer and Technology
ADBE Adobe	$1,117,926	$71,149 ▲	6.8%	2,514	0.4%	Computer and Technology
EL Estée Lauder Companies	$1,113,753	$216,467 ▲	24.1%	14,854	0.4%	Consumer Staples
TFC Truist Financial	$1,102,416	$46,460 ▼	-4.0%	25,413	0.4%	Finance
AZN AstraZeneca	$1,089,598	$23,129 ▼	-2.1%	16,630	0.4%	Medical
KO Coca-Cola	$1,051,077	$9,464 ▼	-0.9%	16,882	0.4%	Consumer Staples
BA Boeing	$1,034,034		0.0%	5,842	0.4%	Aerospace
LINDE PLC	$1,023,648	$28,051 ▼	-2.7%	2,445	0.4%	SHS
HDV iShares Core High Dividend ETF	$999,788	$9,318 ▼	-0.9%	8,906	0.4%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$981,519	$66,120 ▲	7.2%	12,128	0.4%	Manufacturing
SLYV SPDR S&P 600 Small CapValue ETF	$981,126	$327,275 ▲	50.1%	11,245	0.4%	ETF
COF Capital One Financial	$960,788	$225,575 ▼	-19.0%	5,388	0.3%	Finance
UPS United Parcel Service	$942,976	$12,610 ▼	-1.3%	7,478	0.3%	Transportation
DUK Duke Energy	$939,277	$67,984 ▼	-6.7%	8,718	0.3%	Utilities
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$936,304	$63,755 ▲	7.3%	18,607	0.3%	Finance
SLYG SPDR S&P 600 Small Cap Growth ETF	$902,054	$304,479 ▲	51.0%	9,984	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$868,271	$70,424 ▼	-7.5%	2,996	0.3%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$839,862		0.0%	43,225	0.3%	ETF
RDVY First Trust NASDAQ Rising Dividend Achievers	$818,616	$12,183 ▼	-1.5%	13,842	0.3%	Manufacturing
DXCM DexCom	$807,486	$237,121 ▲	41.6%	10,383	0.3%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2025)

About Comprehensive Financial Consultants Institutional, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2025)

About Comprehensive Financial Consultants Institutional, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofComprehensive Financial Consultants Institutional, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools