Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2024) → After Conviction, More Bad News for Trump (From Paradigm Press) (Ad) About Comprehensive Financial Consultants Institutional, Inc.Investment ActivityComprehensive Financial Consultants Institutional, Inc. has $240.99 million in total holdings as of March 31, 2024.Comprehensive Financial Consultants Institutional, Inc. owns shares of 158 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 12.01% of the portfolio was purchased this quarter.About 7.68% of the portfolio was sold this quarter.This quarter, Comprehensive Financial Consultants Institutional, Inc. has purchased 153 new stocks and bought additional shares in 89 stocks.Comprehensive Financial Consultants Institutional, Inc. sold shares of 37 stocks and completely divested from 11 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $6,356,721Microsoft $6,059,209Marathon Petroleum $5,415,111Eaton $5,143,273Apple $4,867,387 Largest New Holdings this Quarter FT Cboe Vest U.S. Equity Moderate Buffer ETF - February $4,468,693 HoldingInnovator U.S. Equity Power Buffer ETF - March $3,584,337 HoldingFT Vest U.S. Equity Deep Buffer ETF - February $2,377,927 HoldingINNOVATOR ETFS TRUST $2,230,489 HoldingVanguard Intermediate-Term Corporate Bond ETF $868,461 Holding Largest Purchases this Quarter FT Cboe Vest U.S. Equity Moderate Buffer ETF - February 129,753 shares (about $4.47M)Innovator U.S. Equity Power Buffer ETF - March 97,374 shares (about $3.58M)Walmart 40,726 shares (about $2.45M)FT Vest U.S. Equity Deep Buffer ETF - February 60,801 shares (about $2.38M)INNOVATOR ETFS TRUST 81,375 shares (about $2.23M) Largest Sales this Quarter Innovator U.S. Equity Ultra Buffer ETF - July 40,079 shares (about $1.28M)Eaton 1,119 shares (about $349.89K)First Trust Capital Strength ETF 4,070 shares (about $348.60K)Invesco S&P 500 Equal Weight Industrials ETF 2,579 shares (about $123.04K)JPMorgan Chase & Co. 614 shares (about $122.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofComprehensive Financial Consultants Institutional, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$6,356,721$122,984 ▼-1.9%31,7362.6%FinanceMSFTMicrosoft$6,059,209$144,728 ▲2.4%14,4022.5%Computer and TechnologyMPCMarathon Petroleum$5,415,111$103,168 ▼-1.9%26,8742.2%Oils/EnergyETNEaton$5,143,273$349,889 ▼-6.4%16,4492.1%Industrial ProductsAAPLApple$4,867,387$241,106 ▲5.2%28,3842.0%Computer and TechnologyHDHome Depot$4,699,484$117,765 ▲2.6%12,2512.0%Retail/WholesaleMRKMerck & Co., Inc.$4,508,072$264 ▼0.0%34,1651.9%MedicalGFEBFT Cboe Vest U.S. Equity Moderate Buffer ETF - February$4,468,693$4,468,693 ▲New Holding129,7531.9%ETFMSIMotorola Solutions$4,033,638$10,294 ▲0.3%11,3631.7%Computer and TechnologyCBChubb$3,880,472$17,362 ▲0.4%14,9751.6%FinanceWMTWalmart$3,681,682$2,450,483 ▲199.0%61,1881.5%Retail/WholesaleAVGOBroadcom$3,609,091$68,921 ▼-1.9%2,7231.5%Computer and TechnologyJNJJohnson & Johnson$3,592,653$162,303 ▲4.7%22,7111.5%MedicalPMARInnovator U.S. Equity Power Buffer ETF - March$3,584,337$3,584,337 ▲New Holding97,3741.5%TransportationUNPUnion Pacific$3,537,211$95,421 ▲2.8%14,3831.5%TransportationVZVerizon Communications$3,533,577$16,280 ▲0.5%84,2131.5%Computer and TechnologyQQQInvesco QQQ$3,439,745$38,185 ▲1.1%7,7471.4%FinanceJCIJohnson Controls International$3,413,362$219,606 ▲6.9%52,2561.4%Industrial ProductsCMECME Group$3,374,455$112,812 ▲3.5%15,6741.4%FinanceCSCOCisco Systems$3,358,843$174,635 ▲5.5%67,2981.4%Computer and TechnologyBBYBest Buy$3,308,598$144,045 ▲4.6%40,3341.4%Retail/WholesaleDVNDevon Energy$3,291,708$191,286 ▲6.2%65,5981.4%Oils/EnergyLLYEli Lilly and Company$3,215,309$24,895 ▼-0.8%4,1331.3%MedicalCMCSAComcast$3,205,776$149,991 ▲4.9%73,9511.3%Consumer DiscretionaryMDTMedtronic$3,169,820$170,727 ▲5.7%36,3721.3%MedicalMETAMeta Platforms$3,115,481$53,899 ▼-1.7%6,4161.3%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$2,986,626$15,110 ▲0.5%29,4511.2%ETFCOWZPacer US Cash Cows 100 ETF$2,951,291$15,806 ▼-0.5%50,7881.2%ETFAPDAir Products and Chemicals$2,913,297$269,647 ▲10.2%12,0251.2%Basic MaterialsAMZNAmazon.com$2,683,874$143,943 ▲5.7%14,8791.1%Retail/WholesaleTTTrane Technologies$2,449,632$19,513 ▼-0.8%8,1601.0%Business ServicesDFEBFT Vest U.S. Equity Deep Buffer ETF - February$2,377,927$2,377,927 ▲New Holding60,8011.0%ETFAMDAdvanced Micro Devices$2,324,170$373,434 ▲19.1%12,8771.0%Computer and TechnologyGOOGLAlphabet$2,317,681$191,379 ▲9.0%15,3561.0%Computer and TechnologyALLAllstate$2,305,531$34,429 ▼-1.5%13,3261.0%FinanceCRMSalesforce$2,269,994$14,155 ▲0.6%7,5370.9%Computer and TechnologyFANGDiamondback Energy$2,251,409$107,606 ▲5.0%11,3610.9%Oils/EnergyTJXTJX Companies$2,232,254$69,473 ▲3.2%22,0100.9%Retail/WholesaleINNOVATOR ETFS TRUST$2,230,489$2,230,489 ▲New Holding81,3750.9%U S EQ 10 BUFFERNXPINXP Semiconductors$2,110,009$72,597 ▲3.6%8,5160.9%Computer and TechnologyVVisa$2,109,008$128,377 ▲6.5%7,5570.9%Business ServicesFIFiserv$2,051,290$103,404 ▲5.3%12,8350.9%Business ServicesHALHalliburton$2,044,006$91,100 ▲4.7%51,8520.8%Oils/EnergyICEIntercontinental Exchange$2,016,923$82,458 ▲4.3%14,6760.8%FinanceFDLFirst Trust Morningstar Dividend Leaders Index$1,986,492$1,558,633 ▲364.3%51,6240.8%ETFOEFiShares S&P 100 ETF$1,979,280$65,564 ▲3.4%8,0000.8%ETFEWEdwards Lifesciences$1,952,864$154,712 ▲8.6%20,4360.8%MedicalIQVIQVIA$1,928,286$111,272 ▲6.1%7,6250.8%MedicalVIGVanguard Dividend Appreciation ETF$1,878,509$31,409 ▼-1.6%10,2870.8%ETFQUALiShares MSCI USA Quality Factor ETF$1,826,586$44,046 ▼-2.4%11,1140.8%ETFSPGIS&P Global$1,786,465$77,006 ▲4.5%4,1990.7%Business ServicesUNHUnitedHealth Group$1,749,259$108,834 ▲6.6%3,5360.7%MedicalSTESTERIS$1,727,742$83,858 ▲5.1%7,6850.7%MedicalLHXL3Harris Technologies$1,679,441$93,551 ▲5.9%7,8810.7%AerospaceWMWaste Management$1,675,146$17,691 ▼-1.0%7,8590.7%Business ServicesMOATVanEck Morningstar Wide Moat ETF$1,671,061$23,014 ▼-1.4%18,5880.7%ETFCVXChevron$1,569,380$126,352 ▲8.8%9,9490.7%Oils/EnergyNOCNorthrop Grumman$1,559,4740.0%3,2580.6%AerospaceHONHoneywell International$1,526,855$10,263 ▲0.7%7,4390.6%Multi-Sector ConglomeratesPGProcter & Gamble$1,522,392$89,238 ▲6.2%9,3830.6%Consumer StaplesFVDFirst Trust Value Line Dividend Index Fund$1,517,239$109,165 ▼-6.7%35,9280.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,498,673$41,456 ▼-2.7%17,9310.6%ETFDRIDarden Restaurants$1,475,600$121,852 ▲9.0%8,8280.6%Retail/WholesaleFTCSFirst Trust Capital Strength ETF$1,464,872$348,596 ▼-19.2%17,1030.6%ETFLOWLowe's Companies$1,457,310$52,984 ▲3.8%5,7210.6%Retail/WholesaleSYKStryker$1,444,721$21,830 ▲1.5%4,0370.6%MedicalELEstée Lauder Companies$1,431,283$133,031 ▲10.2%9,2850.6%Consumer StaplesPEPPepsiCo$1,388,529$59,328 ▲4.5%7,9340.6%Consumer StaplesAMGNAmgen$1,344,549$15,069 ▼-1.1%4,7290.6%MedicalQCOMQUALCOMM$1,323,080$23,533 ▼-1.7%7,8150.5%Computer and TechnologyMCDMcDonald's$1,264,264$41,447 ▲3.4%4,4840.5%Retail/WholesaleABTAbbott Laboratories$1,195,416$37,509 ▲3.2%10,5170.5%MedicalEMREmerson Electric$1,178,661$18,487 ▼-1.5%10,3920.5%Industrial ProductsLINDE PLC$1,153,371$41,324 ▼-3.5%2,4840.5%SHSBABoeing$1,145,010$17,562 ▲1.6%5,9330.5%AerospaceIVViShares Core S&P 500 ETF$1,132,9480.0%2,1550.5%ETFADIAnalog Devices$1,120,085$2,373 ▲0.2%5,6630.5%Computer and TechnologyAZNAstraZeneca$1,114,962$51,626 ▲4.9%16,4570.5%MedicalADBEAdobe$1,071,770$58,029 ▲5.7%2,1240.4%Computer and TechnologyCALFPacer US Small Cap Cash Cows 100 ETF$1,034,326$51,913 ▲5.3%21,0400.4%ETFHDViShares Core High Dividend ETF$1,034,2110.0%9,3840.4%ETFWTFCWintrust Financial$1,012,374$50,942 ▲5.3%9,6980.4%FinanceMSMorgan Stanley$988,209$36,440 ▲3.8%10,4950.4%FinanceBMYBristol-Myers Squibb$987,094$69,414 ▲7.6%18,2020.4%MedicalKOCoca-Cola$960,285$27,837 ▲3.0%15,6960.4%Consumer StaplesCOFCapital One Financial$956,916$32,011 ▼-3.2%6,4270.4%FinanceTFCTruist Financial$943,589$7,562 ▲0.8%24,2070.4%FinanceSPYSPDR S&P 500 ETF Trust$890,265$42,892 ▲5.1%1,7020.4%FinanceUPSUnited Parcel Service$872,309$96,164 ▲12.4%5,8690.4%TransportationVCITVanguard Intermediate-Term Corporate Bond ETF$868,461$868,461 ▲New Holding10,7870.4%ETFVTIVanguard Total Stock Market ETF$861,569$500,568 ▲138.7%3,3150.4%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$845,527$24,883 ▼-2.9%15,0530.4%ManufacturingDGRWWisdomTree U.S. Quality Dividend Growth Fund$836,414$113,371 ▲15.7%10,9780.3%ManufacturingBSCQInvesco BulletShares 2026 Corporate Bond ETF$832,965$100,968 ▲13.8%43,3610.3%ETFTGTTarget$831,115$17,898 ▼-2.1%4,6900.3%Retail/WholesaleCCICrown Castle$809,070$48,999 ▲6.4%7,6450.3%FinanceDUKDuke Energy$804,627$15,957 ▲2.0%8,3200.3%UtilitiesBSCPInvesco BulletShares 2025 Corporate Bond ETF$788,598$22,003 ▲2.9%38,6000.3%ETFDXCMDexCom$780,326$780,326 ▲New Holding5,6260.3%MedicalNKENIKE$761,332$112,118 ▲17.3%8,1010.3%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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