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 $281.29 million in total holdings as of March 31, 2025.
Comprehensive Financial Consultants Institutional, Inc. owns shares of 175 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 7.94% of the portfolio was purchased this quarter.
About 4.21% of the portfolio was sold this quarter.
This quarter, Comprehensive Financial Consultants Institutional, Inc. has purchased 166 new stocks and bought additional shares in 77 stocks.
Comprehensive Financial Consultants Institutional, Inc. sold shares of 55 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $7,619,754
Apple: $6,459,688
Invesco QQQ: $5,623,289
Microsoft: $5,586,929
Home Depot: $5,114,001

Largest New Holdings this Quarter

127387108 - Cadence Design Systems: $1,395,509 Holding
33740F771 - FT Vest U.S. Equity Deep Buffer ETF - February: $956,257 Holding
45782C425 - Innovator U.S. Equity Ultra Buffer ETF - February: $761,878 Holding
46137Y872 - Invesco Oil & Gas Services ETF: $526,748 Holding
00888H646 - AIM ETF PRODUCTS TRUST: $498,091 Holding

Largest Purchases this Quarter

Fidelity National Information Services: 27,456 shares (about $2.05M)
Invesco QQQ: 3,969 shares (about $1.86M)
SPDR S&P 500 ETF Trust: 3,302 shares (about $1.85M)
Cadence Design Systems: 5,487 shares (about $1.40M)
FT Vest U.S. Equity Deep Buffer ETF - February: 22,687 shares (about $956.26K)

Largest Sales this Quarter

Broadcom: 3,901 shares (about $653.14K)
iShares Core High Dividend ETF: 4,134 shares (about $500.71K)
iShares S&P 100 ETF: 1,360 shares (about $368.33K)
JPMorgan Chase & Co.: 1,224 shares (about $300.25K)
Invesco S&P Global Water Index ETF: 4,807 shares (about $267.70K)

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.	$7,619,754	$300,247 ▼	-3.8%	31,063	2.7%	Finance
AAPL Apple	$6,459,688	$57,089 ▲	0.9%	29,080	2.3%	Computer and Technology
QQQ Invesco QQQ	$5,623,289	$1,861,144 ▲	49.5%	11,992	2.0%	Finance
MSFT Microsoft	$5,586,929	$70,573 ▲	1.3%	14,883	2.0%	Computer and Technology
HD Home Depot	$5,114,001	$27,487 ▲	0.5%	13,954	1.8%	Retail/Wholesale
CB Chubb	$4,974,681	$92,409 ▲	1.9%	16,473	1.8%	Finance
WMT Walmart	$4,968,475	$144,678 ▼	-2.8%	56,595	1.8%	Retail/Wholesale
MSI Motorola Solutions	$4,850,497	$37,652 ▼	-0.8%	11,079	1.7%	Computer and Technology
JNJ Johnson & Johnson	$4,811,682	$123,882 ▲	2.6%	29,014	1.7%	Medical
CME CME Group	$4,732,774	$251,230 ▼	-5.0%	17,840	1.7%	Finance
VZ Verizon Communications	$4,717,213	$188,244 ▲	4.2%	103,995	1.7%	Computer and Technology
JCI Johnson Controls International	$4,669,932	$41,497 ▼	-0.9%	58,294	1.7%	Construction
ETN Eaton	$4,441,158	$57,084 ▲	1.3%	16,338	1.6%	Industrials
MPC Marathon Petroleum	$4,379,441	$314,399 ▲	7.7%	30,060	1.6%	Energy
APD Air Products and Chemicals	$4,348,890	$35,095 ▲	0.8%	14,746	1.5%	Basic Materials
MDT Medtronic	$4,195,564	$65,149 ▲	1.6%	46,690	1.5%	Medical
MRK Merck & Co., Inc.	$4,139,192	$581,555 ▲	16.3%	46,114	1.5%	Medical
LLY Eli Lilly and Company	$4,127,898	$286,591 ▲	7.5%	4,998	1.5%	Medical
UNP Union Pacific	$4,105,379	$61,422 ▲	1.5%	17,378	1.5%	Transportation
CMCSA Comcast	$4,052,764	$515,161 ▲	14.6%	109,831	1.4%	Consumer Discretionary
AVGO Broadcom	$4,014,971	$653,144 ▼	-14.0%	23,980	1.4%	Computer and Technology
FIRST TR EXCHNG TRADED FD VI	$3,890,681	$224,462 ▼	-5.5%	113,464	1.4%	FT VEST U.S EQT
ADI Analog Devices	$3,770,624	$277,901 ▲	8.0%	18,697	1.3%	Computer and Technology
INNOVATOR ETFS TRUST	$3,646,140	$377,960 ▲	11.6%	122,477	1.3%	U S EQ 10 BUFFER
BBY Best Buy	$3,625,882	$140,890 ▲	4.0%	49,258	1.3%	Retail/Wholesale
PNOV Innovator U.S. Equity Power Buffer ETF - November	$3,257,606	$255,069 ▼	-7.3%	87,523	1.2%	ETF
META Meta Platforms	$3,199,375	$204,031 ▼	-6.0%	5,551	1.1%	Computer and Technology
FIS Fidelity National Information Services	$3,181,144	$2,050,414 ▲	181.3%	42,597	1.1%	Business Services
DRI Darden Restaurants	$3,153,797	$55,680 ▲	1.8%	15,180	1.1%	Retail/Wholesale
NOBL ProShares S&P 500 Aristocrats ETF	$3,125,686	$12,057 ▼	-0.4%	30,590	1.1%	ETF
AMZN Amazon.com	$2,964,822	$7,040 ▲	0.2%	15,583	1.1%	Retail/Wholesale
ALL Allstate	$2,848,455	$2,071 ▼	-0.1%	13,756	1.0%	Finance
COWZ Pacer US Cash Cows 100 ETF	$2,798,017	$37,237 ▼	-1.3%	51,096	1.0%	ETF
FI Fiserv	$2,789,745	$71,328 ▼	-2.5%	12,633	1.0%	Business Services
BALT Innovator Defined Wealth Shield ETF	$2,742,894	$358,077 ▲	15.0%	87,409	1.0%	ETF
V Visa	$2,742,350	$140,885 ▼	-4.9%	7,825	1.0%	Business Services
TJX TJX Companies	$2,717,723	$13,885 ▼	-0.5%	22,313	1.0%	Retail/Wholesale
ICE Intercontinental Exchange	$2,708,595	$41,228 ▲	1.5%	15,702	1.0%	Finance
TT Trane Technologies	$2,676,156	$15,161 ▲	0.6%	7,943	1.0%	Construction
SPY SPDR S&P 500 ETF Trust	$2,612,911	$1,847,106 ▲	241.2%	4,671	0.9%	Finance
SPGI S&P Global	$2,453,615	$43,189 ▲	1.8%	4,829	0.9%	Business Services
DSEP FT Vest U.S. Equity Deep Buffer ETF - September	$2,437,086	$51,579 ▼	-2.1%	61,425	0.9%	ETF
MS Morgan Stanley	$2,339,700	$48,535 ▼	-2.0%	20,054	0.8%	Finance
FDL First Trust Morningstar Dividend Leaders Index	$2,337,810	$190,180 ▲	8.9%	53,817	0.8%	ETF
UNH UnitedHealth Group	$2,250,031	$85,371 ▲	3.9%	4,296	0.8%	Medical
GOOGL Alphabet	$2,237,950	$83,660 ▼	-3.6%	14,472	0.8%	Computer and Technology
STE STERIS	$2,179,466	$36,264 ▲	1.7%	9,616	0.8%	Medical
CRM Salesforce	$2,161,640	$39,181 ▲	1.8%	8,055	0.8%	Computer and Technology
FANG Diamondback Energy	$2,120,009	$136,857 ▲	6.9%	13,260	0.8%	Energy
LHX L3Harris Technologies	$1,996,817	$56,304 ▲	2.9%	9,540	0.7%	Aerospace
EW Edwards Lifesciences	$1,952,031	$166,994 ▲	9.4%	26,932	0.7%	Medical
VIG Vanguard Dividend Appreciation ETF	$1,934,080	$9,312 ▲	0.5%	9,970	0.7%	ETF
NXPI NXP Semiconductors	$1,910,103	$123,729 ▲	6.9%	10,050	0.7%	Computer and Technology
QGRW WisdomTree U.S. Quality Growth Fund	$1,870,974	$17,077 ▼	-0.9%	42,619	0.7%	ETF
OEF iShares S&P 100 ETF	$1,801,290	$368,329 ▼	-17.0%	6,651	0.6%	ETF
NOC Northrop Grumman	$1,767,459	$1,024 ▲	0.1%	3,452	0.6%	Aerospace
IQV IQVIA	$1,762,647	$131,696 ▲	8.1%	9,998	0.6%	Medical
CVX Chevron	$1,758,401	$30,782 ▲	1.8%	10,511	0.6%	Energy
AMD Advanced Micro Devices	$1,738,464	$201,987 ▲	13.1%	16,921	0.6%	Computer and Technology
WM Waste Management	$1,734,241	$42,829 ▼	-2.4%	7,491	0.6%	Business Services
CSCO Cisco Systems	$1,703,875	$73,805 ▼	-4.2%	27,611	0.6%	Computer and Technology
SYK Stryker	$1,681,826	$13,401 ▲	0.8%	4,518	0.6%	Medical
MOAT VanEck Morningstar Wide Moat ETF	$1,668,744	$28,952 ▼	-1.7%	18,963	0.6%	ETF
BUFF Innovator Laddered Fund of U.S. Equity Power Buffer ETFs	$1,623,350	$94,485 ▲	6.2%	36,819	0.6%	ETF
MSTR Strategy	$1,616,618	$6,342 ▲	0.4%	5,608	0.6%	Computer and Technology
FVD First Trust Value Line Dividend Index Fund	$1,594,583	$981 ▲	0.1%	35,761	0.6%	ETF
PG Procter & Gamble	$1,570,250	$42,946 ▼	-2.7%	9,214	0.6%	Consumer Staples
USMV iShares MSCI USA Min Vol Factor ETF	$1,566,557	$16,203 ▲	1.0%	16,726	0.6%	ETF
LOW Lowe's Companies	$1,517,861	$51,311 ▲	3.5%	6,508	0.5%	Retail/Wholesale
MCD McDonald's	$1,505,311	$15,931 ▼	-1.0%	4,819	0.5%	Retail/Wholesale
HON Honeywell International	$1,492,202	$85,547 ▼	-5.4%	7,047	0.5%	Multi-Sector Conglomerates
ABT Abbott Laboratories	$1,474,960	$116,867 ▼	-7.3%	11,119	0.5%	Medical
FTGS First Trust Growth Strength ETF	$1,416,725	$2,440 ▲	0.2%	47,621	0.5%	ETF
PEP PepsiCo	$1,401,340	$129,998 ▲	10.2%	9,346	0.5%	Consumer Staples
CDNS Cadence Design Systems	$1,395,509	$1,395,509 ▲	New Holding	5,487	0.5%	Computer and Technology
AMGN Amgen	$1,385,463	$5,919 ▼	-0.4%	4,447	0.5%	Medical
EL Estée Lauder Companies	$1,361,910	$381,546 ▲	38.9%	20,635	0.5%	Consumer Staples
BMY Bristol-Myers Squibb	$1,311,224	$57,636 ▼	-4.2%	21,499	0.5%	Medical
AZN AstraZeneca	$1,240,166	$17,861 ▲	1.5%	16,873	0.4%	Medical
KO Coca-Cola	$1,189,470	$19,624 ▼	-1.6%	16,608	0.4%	Consumer Staples
IVV iShares Core S&P 500 ETF	$1,174,933	$14,609 ▼	-1.2%	2,091	0.4%	ETF
QCOM QUALCOMM	$1,144,702	$26,114 ▲	2.3%	7,452	0.4%	Computer and Technology
CCI Crown Castle	$1,131,938	$373,769 ▲	49.3%	10,860	0.4%	Finance
LINDE PLC	$1,100,773	$37,717 ▼	-3.3%	2,364	0.4%	SHS
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,098,394	$129,852 ▲	13.4%	13,754	0.4%	Manufacturing
EMR Emerson Electric	$1,084,449	$41,115 ▼	-3.7%	9,891	0.4%	Industrials
DUK Duke Energy	$1,053,333	$10,002 ▼	-0.9%	8,636	0.4%	Utilities
ADBE Adobe	$1,039,366	$75,172 ▲	7.8%	2,710	0.4%	Computer and Technology
TFC Truist Financial	$1,018,381	$27,365 ▼	-2.6%	24,748	0.4%	Finance
UPS United Parcel Service	$997,169	$174,664 ▲	21.2%	9,066	0.4%	Transportation
BA Boeing	$979,298	$17,055 ▼	-1.7%	5,742	0.3%	Aerospace
DFEB FT Vest U.S. Equity Deep Buffer ETF - February	$956,257	$956,257 ▲	New Holding	22,687	0.3%	ETF
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$955,565	$19,075 ▲	2.0%	18,986	0.3%	Finance
FIRST TR EXCHNG TRADED FD VI	$953,395	$553,237 ▲	138.3%	40,570	0.3%	FT VEST LAD
COF Capital One Financial	$946,166	$19,902 ▼	-2.1%	5,277	0.3%	Finance
SLYV SPDR S&P 600 Small Cap Value ETF	$902,306	$20,698 ▲	2.3%	11,509	0.3%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$869,508	$40,836 ▲	4.9%	10,476	0.3%	ETF
DXCM DexCom	$862,093	$153,038 ▲	21.6%	12,624	0.3%	Medical
CALF Pacer US Small Cap Cash Cows ETF	$861,975	$260,925 ▼	-23.2%	22,986	0.3%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$856,477	$14,454 ▲	1.7%	43,967	0.3%	ETF

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