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 $304.75 million in total holdings as of June 30, 2025.
Comprehensive Financial Consultants Institutional, Inc. owns shares of 182 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
Approximately 7.33% of the portfolio was purchased this quarter.
About 5.36% of the portfolio was sold this quarter.
This quarter, Comprehensive Financial Consultants Institutional, Inc. has purchased 175 new stocks and bought additional shares in 66 stocks.
Comprehensive Financial Consultants Institutional, Inc. sold shares of 78 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $8,522,484
Invesco QQQ: $7,356,671
Microsoft: $7,301,481
Broadcom: $6,665,217
Apple: $6,115,737

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC: $2,547,857 Holding
169656105 - Chipotle Mexican Grill: $2,038,133 Holding
871607107 - Synopsys: $1,671,337 Holding
464287655 - iShares Russell 2000 ETF: $581,122 Holding
92189H102 - VanEck Durable High Dividend ETF: $344,042 Holding

Largest Purchases this Quarter

AbbVie: 17,365 shares (about $3.22M)
GE VERNOVA INC: 4,815 shares (about $2.55M)
Chipotle Mexican Grill: 36,298 shares (about $2.04M)
Synopsys: 3,260 shares (about $1.67M)
UnitedHealth Group: 2,540 shares (about $792.40K)

Largest Sales this Quarter

Merck & Co., Inc.: 35,343 shares (about $2.80M)
Intercontinental Exchange: 10,385 shares (about $1.91M)
Estee Lauder Companies: 15,290 shares (about $1.24M)
Meta Platforms: 1,650 shares (about $1.22M)
Trane Technologies: 1,628 shares (about $712.10K)

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.	$8,522,484	$482,990 ▼	-5.4%	29,397	2.8%	Finance
QQQ Invesco QQQ	$7,356,671	$741,404 ▲	11.2%	13,336	2.4%	Finance
MSFT Microsoft	$7,301,481	$101,472 ▼	-1.4%	14,679	2.4%	Computer and Technology
AVGO Broadcom	$6,665,217	$55,130 ▲	0.8%	24,180	2.2%	Computer and Technology
AAPL Apple	$6,115,737	$149,364 ▲	2.5%	29,808	2.0%	Computer and Technology
JCI Johnson Controls International	$5,773,929	$383,084 ▼	-6.2%	54,667	1.9%	Construction
ETN Eaton	$5,622,236	$210,267 ▼	-3.6%	15,749	1.8%	Industrials
HD Home Depot	$5,336,445	$220,351 ▲	4.3%	14,555	1.8%	Retail/Wholesale
WMT Walmart	$5,235,141	$298,718 ▼	-5.4%	53,540	1.7%	Retail/Wholesale
MPC Marathon Petroleum	$4,843,934	$149,333 ▼	-3.0%	29,161	1.6%	Energy
CME CME Group	$4,754,169	$162,891 ▼	-3.3%	17,249	1.6%	Finance
CB Chubb	$4,706,791	$65,766 ▼	-1.4%	16,246	1.5%	Finance
ADI Analog Devices	$4,657,337	$207,077 ▲	4.7%	19,567	1.5%	Computer and Technology
VZ Verizon Communications	$4,583,678	$83,814 ▲	1.9%	105,932	1.5%	Computer and Technology
MSI Motorola Solutions	$4,580,071	$78,206 ▼	-1.7%	10,893	1.5%	Computer and Technology
JNJ Johnson & Johnson	$4,500,015	$68,127 ▲	1.5%	29,460	1.5%	Medical
APD Air Products and Chemicals	$4,338,365	$179,108 ▲	4.3%	15,381	1.4%	Basic Materials
MDT Medtronic	$4,252,240	$182,272 ▲	4.5%	48,781	1.4%	Medical
CMCSA Comcast	$4,223,162	$303,294 ▲	7.7%	118,329	1.4%	Consumer Discretionary
UNP Union Pacific	$4,165,598	$167,268 ▲	4.2%	18,105	1.4%	Transportation
FIRST TR EXCHNG TRADED FD VI	$4,082,124	$56,611 ▼	-1.4%	111,912	1.3%	FT VEST U.S EQT
FIS Fidelity National Information Services	$3,893,108	$425,286 ▲	12.3%	47,821	1.3%	Business Services
LLY Eli Lilly and Company	$3,872,705	$23,386 ▼	-0.6%	4,968	1.3%	Medical
INNOVATOR ETFS TRUST	$3,872,453	$100,162 ▲	2.7%	125,729	1.3%	U S EQ 10 BUFFER
SPY SPDR S&P 500 ETF Trust	$3,674,354	$788,377 ▲	27.3%	5,947	1.2%	Finance
BBY Best Buy	$3,644,488	$337,798 ▲	10.2%	54,290	1.2%	Retail/Wholesale
ABBV AbbVie	$3,463,112	$3,223,291 ▲	1,344.0%	18,657	1.1%	Medical
PNOV Innovator U.S. Equity Power Buffer ETF - November	$3,458,909		0.0%	87,523	1.1%	ETF
AMZN Amazon.com	$3,280,977	$137,777 ▼	-4.0%	14,955	1.1%	Retail/Wholesale
DRI Darden Restaurants	$3,165,142	$143,642 ▼	-4.3%	14,521	1.0%	Retail/Wholesale
NOBL ProShares S&P 500 Aristocrats ETF	$3,019,691	$60,722 ▼	-2.0%	29,987	1.0%	ETF
AMD Advanced Micro Devices	$2,919,734	$518,644 ▲	21.6%	20,576	1.0%	Computer and Technology
META Meta Platforms	$2,879,289	$1,217,848 ▼	-29.7%	3,901	0.9%	Computer and Technology
BALT Innovator Defined Wealth Shield ETF	$2,823,938	$19,858 ▲	0.7%	88,028	0.9%	ETF
MS Morgan Stanley	$2,801,424	$23,383 ▼	-0.8%	19,888	0.9%	Finance
TT Trane Technologies	$2,762,244	$712,103 ▼	-20.5%	6,315	0.9%	Construction
GOOGL Alphabet	$2,625,651	$75,250 ▲	3.0%	14,899	0.9%	Computer and Technology
DSEP FT Vest U.S. Equity Deep Buffer ETF - September	$2,601,737	$2,671 ▼	-0.1%	61,362	0.9%	ETF
GE VERNOVA INC	$2,547,857	$2,547,857 ▲	New Holding	4,815	0.8%	COM
SPGI S&P Global	$2,515,173	$31,110 ▼	-1.2%	4,770	0.8%	Finance
V Visa	$2,497,422	$280,845 ▼	-10.1%	7,034	0.8%	Business Services
TJX TJX Companies	$2,481,655	$273,777 ▼	-9.9%	20,096	0.8%	Retail/Wholesale
ALL Allstate	$2,429,006	$340,214 ▼	-12.3%	12,066	0.8%	Finance
COWZ Pacer US Cash Cows 100 ETF	$2,424,455	$390,934 ▼	-13.9%	44,001	0.8%	ETF
EW Edwards Lifesciences	$2,381,886	$275,534 ▲	13.1%	30,455	0.8%	Medical
NXPI NXP Semiconductors	$2,377,171	$181,347 ▲	8.3%	10,880	0.8%	Computer and Technology
STE STERIS	$2,370,251	$60,295 ▲	2.6%	9,867	0.8%	Medical
CRM Salesforce	$2,350,860	$154,343 ▲	7.0%	8,621	0.8%	Computer and Technology
FI Fiserv	$2,275,295	$97,239 ▲	4.5%	13,197	0.7%	Business Services
MSTR MicroStrategy	$2,266,922		0.0%	5,608	0.7%	Computer and Technology
CDNS Cadence Design Systems	$2,247,646	$556,827 ▲	32.9%	7,294	0.7%	Computer and Technology
FDL First Trust Morningstar Dividend Leaders Index Fund	$2,228,405	$24,913 ▼	-1.1%	53,222	0.7%	ETF
IQV IQVIA	$2,209,569	$633,984 ▲	40.2%	14,021	0.7%	Medical
QGRW WisdomTree U.S. Quality Growth Fund	$2,178,145	$61,484 ▼	-2.7%	41,449	0.7%	ETF
UNH UnitedHealth Group	$2,132,627	$792,404 ▲	59.1%	6,836	0.7%	Medical
FANG Diamondback Energy	$2,067,870	$245,946 ▲	13.5%	15,050	0.7%	Energy
CMG Chipotle Mexican Grill	$2,038,133	$2,038,133 ▲	New Holding	36,298	0.7%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$2,017,023	$23,537 ▼	-1.2%	9,855	0.7%	ETF
CSCO Cisco Systems	$1,952,769	$37,118 ▲	1.9%	28,146	0.6%	Computer and Technology
OEF iShares S&P 100 ETF	$1,937,796	$86,435 ▼	-4.3%	6,367	0.6%	ETF
DXCM DexCom	$1,840,248	$738,299 ▲	67.0%	21,082	0.6%	Medical
SYK Stryker	$1,798,534	$11,078 ▲	0.6%	4,546	0.6%	Medical
MOAT VanEck Morningstar Wide Moat ETF	$1,733,239	$45,301 ▼	-2.5%	18,480	0.6%	ETF
BUFF Innovator Laddered Allocation Power Buffer ETF	$1,718,978	$11,515 ▼	-0.7%	36,574	0.6%	ETF
NOC Northrop Grumman	$1,708,432	$17,499 ▼	-1.0%	3,417	0.6%	Aerospace
SNPS Synopsys	$1,671,337	$1,671,337 ▲	New Holding	3,260	0.5%	Computer and Technology
WM Waste Management	$1,644,301	$69,790 ▼	-4.1%	7,186	0.5%	Business Services
HON Honeywell International	$1,642,968	$1,863 ▲	0.1%	7,055	0.5%	Multi-Sector Conglomerates
FTGS First Trust Growth Strength ETF	$1,604,195	$23,967 ▼	-1.5%	46,920	0.5%	ETF
FVD First Trust Value Line Dividend Index Fund	$1,575,094	$23,423 ▼	-1.5%	35,237	0.5%	ETF
LOW Lowe's Companies	$1,561,299	$117,369 ▲	8.1%	7,037	0.5%	Retail/Wholesale
CVX Chevron	$1,545,941	$40,811 ▲	2.7%	10,796	0.5%	Energy
USMV iShares MSCI USA Min Vol Factor ETF	$1,501,638	$68,431 ▼	-4.4%	15,997	0.5%	ETF
PG Procter & Gamble	$1,413,168	$54,806 ▼	-3.7%	8,870	0.5%	Consumer Staples
MCD McDonald's	$1,389,561	$18,407 ▼	-1.3%	4,756	0.5%	Retail/Wholesale
ABT Abbott Laboratories	$1,360,213	$152,208 ▼	-10.1%	10,000	0.4%	Medical
EMR Emerson Electric	$1,336,767	$18,000 ▲	1.4%	10,026	0.4%	Industrials
IVV iShares Core S&P 500 ETF	$1,282,159	$16,143 ▼	-1.2%	2,065	0.4%	ETF
ADBE Adobe	$1,232,987	$184,542 ▲	17.6%	3,187	0.4%	Computer and Technology
PEP PepsiCo	$1,227,180	$6,866 ▼	-0.6%	9,294	0.4%	Consumer Staples
AMGN Amgen	$1,226,849	$14,798 ▼	-1.2%	4,394	0.4%	Medical
BA Boeing	$1,218,417	$15,296 ▲	1.3%	5,815	0.4%	Aerospace
QCOM QUALCOMM	$1,207,828	$21,022 ▲	1.8%	7,584	0.4%	Computer and Technology
FIRST TR EXCHNG TRADED FD VI	$1,184,549	$173,139 ▲	17.1%	47,515	0.4%	FT VEST LAD
AZN AstraZeneca	$1,158,261	$20,824 ▼	-1.8%	16,575	0.4%	Medical
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,152,932	$1,172 ▲	0.1%	13,768	0.4%	Manufacturing
LINDE PLC	$1,105,857	$3,284 ▼	-0.3%	2,357	0.4%	SHS
KO CocaCola	$1,097,352	$77,685 ▼	-6.6%	15,510	0.4%	Consumer Staples
COF Capital One Financial	$1,082,310	$40,424 ▼	-3.6%	5,087	0.4%	Finance
TFC Truist Financial	$1,054,545	$9,372 ▼	-0.9%	24,530	0.3%	Finance
DFEB FT Vest U.S. Equity Deep Buffer ETF - February	$1,050,083	$37,234 ▲	3.7%	23,521	0.3%	ETF
BMY Bristol Myers Squibb	$1,012,409	$17,220 ▲	1.7%	21,871	0.3%	Medical
DUK Duke Energy	$1,012,204	$6,844 ▼	-0.7%	8,578	0.3%	Utilities
CCI Crown Castle	$1,009,733	$105,915 ▼	-9.5%	9,829	0.3%	Finance
ICE Intercontinental Exchange	$975,510	$1,905,336 ▼	-66.1%	5,317	0.3%	Finance
CIBR First Trust Nasdaq Cybersecurity ETF	$966,441	$256,140 ▲	36.1%	12,787	0.3%	Manufacturing
ORCL Oracle	$962,847	$3,498 ▲	0.4%	4,404	0.3%	Computer and Technology
USFR WisdomTree Floating Rate Treasury Fund	$958,053	$2,868 ▲	0.3%	19,043	0.3%	Finance
UPS United Parcel Service	$915,122		0.0%	9,066	0.3%	Transportation
RDVY First Trust Rising Dividend Achievers ETF	$883,128	$13,677 ▼	-1.5%	14,076	0.3%	Manufacturing

Showing largest 100 holdings. View all holdings.

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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

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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