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 $322.79 million in total holdings as of September 30, 2025.
Comprehensive Financial Consultants Institutional, Inc. owns shares of 185 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
Approximately 5.87% of the portfolio was purchased this quarter.
About 4.74% of the portfolio was sold this quarter.
This quarter, Comprehensive Financial Consultants Institutional, Inc. has purchased 182 new stocks and bought additional shares in 78 stocks.
Comprehensive Financial Consultants Institutional, Inc. sold shares of 64 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $8,977,138
Invesco QQQ: $8,370,959
Apple: $7,648,404
Microsoft: $7,529,439
Broadcom: $6,882,253

Largest New Holdings this Quarter

33740F698 - FT Vest U.S. Equity Deep Buffer ETF - July: $2,927,029 Holding
45783Y111 - INNOVATOR ETFS TRUST: $582,543 Holding
808524581 - SCHWAB STRATEGIC TR: $358,408 Holding
47103U845 - Janus Henderson AAA CLO ETF: $282,184 Holding
00888H869 - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF: $281,790 Holding

Largest Purchases this Quarter

FT Vest U.S. Equity Deep Buffer ETF - July: 62,684 shares (about $2.93M)
iShares Russell 2000 ETF: 6,816 shares (about $1.65M)
First Trust Growth Strength ETF: 30,859 shares (about $1.11M)
Pacer US Large Cap Cash Cows Growth Leaders ETF: 29,700 shares (about $1.08M)
AbbVie: 4,144 shares (about $959.50K)

Largest Sales this Quarter

iShares S&P 100 ETF: 3,732 shares (about $1.24M)
Broadcom: 3,319 shares (about $1.09M)
Pacer US Cash Cows 100 ETF: 16,640 shares (about $956.30K)
ProShares S&P 500 Aristocrats ETF: 6,652 shares (about $685.62K)
Johnson Controls International: 6,040 shares (about $664.10K)

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.	$8,977,138	$295,558 ▼	-3.2%	28,460	2.8%	Finance
QQQ Invesco QQQ	$8,370,959	$364,425 ▲	4.6%	13,943	2.6%	Finance
AAPL Apple	$7,648,404	$58,311 ▲	0.8%	30,037	2.4%	Computer and Technology
MSFT Microsoft	$7,529,439	$73,549 ▼	-1.0%	14,537	2.3%	Computer and Technology
AVGO Broadcom	$6,882,253	$1,094,971 ▼	-13.7%	20,861	2.1%	Computer and Technology
HD Home Depot	$6,019,503	$121,962 ▲	2.1%	14,856	1.9%	Retail/Wholesale
ETN Eaton	$5,932,237	$38,174 ▲	0.6%	15,851	1.8%	Industrials
MPC Marathon Petroleum	$5,747,314	$126,823 ▲	2.3%	29,819	1.8%	Energy
JNJ Johnson & Johnson	$5,584,850	$122,377 ▲	2.2%	30,120	1.7%	Medical
WMT Walmart	$5,500,931	$16,902 ▼	-0.3%	53,376	1.7%	Retail/Wholesale
JCI Johnson Controls International	$5,346,539	$664,098 ▼	-11.0%	48,627	1.7%	Construction
ABBV AbbVie	$5,279,344	$959,502 ▲	22.2%	22,801	1.6%	Medical
MSI Motorola Solutions	$5,111,130	$129,870 ▲	2.6%	11,177	1.6%	Computer and Technology
ADI Analog Devices	$4,906,383	$98,771 ▲	2.1%	19,969	1.5%	Computer and Technology
VZ Verizon Communications	$4,843,598	$187,886 ▲	4.0%	110,207	1.5%	Computer and Technology
CME CME Group	$4,818,568	$158,061 ▲	3.4%	17,834	1.5%	Finance
CB Chubb	$4,756,477	$171,044 ▲	3.7%	16,852	1.5%	Finance
MDT Medtronic	$4,599,806	$46,096 ▼	-1.0%	48,297	1.4%	Medical
UNP Union Pacific	$4,456,993	$177,514 ▲	4.1%	18,856	1.4%	Transportation
APD Air Products and Chemicals	$4,343,884	$149,178 ▲	3.6%	15,928	1.3%	Basic Materials
BBY Best Buy	$4,284,100	$178,690 ▲	4.4%	56,653	1.3%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$4,265,551	$303,778 ▲	7.7%	6,403	1.3%	Finance
FIRST TR EXCHNG TRADED FD VI	$4,186,444	$71,684 ▼	-1.7%	110,028	1.3%	FT VEST U.S EQT
INNOVATOR ETFS TRUST	$4,060,077	$51,837 ▲	1.3%	127,355	1.3%	U S EQ 10 BUFFER
CMCSA Comcast	$3,903,024	$185,127 ▲	5.0%	124,221	1.2%	Consumer Discretionary
LLY Eli Lilly and Company	$3,604,412	$186,172 ▼	-4.9%	4,724	1.1%	Medical
PNOV Innovator U.S. Equity Power Buffer ETF - November	$3,563,023	$30,672 ▼	-0.9%	86,776	1.1%	ETF
AMZN Amazon.com	$3,488,528	$204,859 ▲	6.2%	15,888	1.1%	Retail/Wholesale
GOOGL Alphabet	$3,452,263	$169,684 ▼	-4.7%	14,201	1.1%	Computer and Technology
FIS Fidelity National Information Services	$3,424,066	$270,750 ▲	8.6%	51,927	1.1%	Business Services
MS Morgan Stanley	$3,080,168	$81,229 ▼	-2.6%	19,377	1.0%	Finance
GE VERNOVA INC	$3,043,755	$83,012 ▲	2.8%	4,950	0.9%	COM
BALT Innovator Defined Wealth Shield ETF	$3,003,818	$114,739 ▲	4.0%	91,524	0.9%	ETF
DJUL FT Vest U.S. Equity Deep Buffer ETF - July	$2,927,029	$2,927,029 ▲	New Holding	62,684	0.9%	ETF
AMD Advanced Micro Devices	$2,898,791	$430,200 ▼	-12.9%	17,917	0.9%	Computer and Technology
TJX TJX Companies	$2,894,992	$9,684 ▼	-0.3%	20,029	0.9%	Retail/Wholesale
DRI Darden Restaurants	$2,859,017	$94,799 ▲	3.4%	15,019	0.9%	Retail/Wholesale
FTGS First Trust Growth Strength ETF	$2,793,044	$1,108,147 ▲	65.8%	77,779	0.9%	ETF
META Meta Platforms	$2,786,972	$77,844 ▼	-2.7%	3,795	0.9%	Computer and Technology
IQV IQVIA	$2,696,578	$33,429 ▲	1.3%	14,197	0.8%	Medical
TT Trane Technologies	$2,647,377	$17,300 ▼	-0.6%	6,274	0.8%	Construction
ALL Allstate	$2,646,635	$56,668 ▲	2.2%	12,330	0.8%	Finance
QGRW WisdomTree U.S. Quality Growth Fund	$2,602,308	$224,794 ▲	9.5%	45,368	0.8%	ETF
CDNS Cadence Design Systems	$2,601,432	$39,341 ▲	1.5%	7,406	0.8%	Computer and Technology
NXPI NXP Semiconductors	$2,551,259	$73,557 ▲	3.0%	11,203	0.8%	Computer and Technology
STE STERIS	$2,498,649	$57,159 ▲	2.3%	10,098	0.8%	Medical
UNH UnitedHealth Group	$2,473,384	$112,913 ▲	4.8%	7,163	0.8%	Medical
EW Edwards Lifesciences	$2,466,009	$97,524 ▲	4.1%	31,709	0.8%	Medical
V Visa	$2,443,939	$42,672 ▲	1.8%	7,159	0.8%	Business Services
NOBL ProShares S&P 500 Aristocrats ETF	$2,405,138	$685,622 ▼	-22.2%	23,335	0.7%	ETF
FDL First Trust Morningstar Dividend Leaders Index Fund	$2,354,602	$44,235 ▲	1.9%	54,241	0.7%	ETF
IWM iShares Russell 2000 ETF	$2,300,798	$1,649,200 ▲	253.1%	9,509	0.7%	Finance
SPGI S&P Global	$2,296,784	$24,822 ▼	-1.1%	4,719	0.7%	Finance
SNPS Synopsys	$2,290,810	$682,358 ▲	42.4%	4,643	0.7%	Computer and Technology
FANG Diamondback Energy	$2,264,558	$110,903 ▲	5.1%	15,825	0.7%	Energy
VIG Vanguard Dividend Appreciation ETF	$2,142,795	$16,184 ▲	0.8%	9,930	0.7%	ETF
NOC Northrop Grumman	$2,067,423	$14,624 ▼	-0.7%	3,393	0.6%	Aerospace
CRM Salesforce	$2,060,715	$17,538 ▲	0.9%	8,695	0.6%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$1,960,891	$129,339 ▲	7.1%	19,785	0.6%	ETF
BUFF Innovator Laddered Allocation Power Buffer ETF	$1,918,751	$131,910 ▲	7.4%	39,274	0.6%	ETF
CMG Chipotle Mexican Grill	$1,916,705	$494,186 ▲	34.7%	48,908	0.6%	Retail/Wholesale
FI Fiserv	$1,841,507	$140,018 ▲	8.2%	14,283	0.6%	Business Services
MSTR Strategy	$1,808,887	$1,933 ▲	0.1%	5,614	0.6%	Computer and Technology
LOW Lowe's Companies	$1,730,269	$38,199 ▼	-2.2%	6,885	0.5%	Retail/Wholesale
CSCO Cisco Systems	$1,705,232	$220,518 ▼	-11.5%	24,923	0.5%	Computer and Technology
GCOW Pacer Global Cash Cows Dividend ETF	$1,684,246	$777,701 ▲	85.8%	42,510	0.5%	ETF
SYK Stryker	$1,680,520		0.0%	4,546	0.5%	Medical
CVX Chevron	$1,656,981	$19,567 ▼	-1.2%	10,670	0.5%	Energy
FVD First Trust Value Line Dividend Index Fund	$1,627,556	$1,803 ▼	-0.1%	35,198	0.5%	ETF
WM Waste Management	$1,586,001	$883 ▼	-0.1%	7,182	0.5%	Business Services
DXCM DexCom	$1,584,545	$165,937 ▲	11.7%	23,548	0.5%	Medical
COWZ Pacer US Cash Cows 100 ETF	$1,572,437	$956,301 ▼	-37.8%	27,361	0.5%	ETF
FIRST TR EXCHNG TRADED FD VI	$1,540,972	$310,334 ▲	25.2%	59,497	0.5%	FT VEST LAD
HON Honeywell International	$1,536,650	$51,573 ▲	3.5%	7,300	0.5%	Multi-Sector Conglomerates
USMV iShares MSCI USA Min Vol Factor ETF	$1,517,388	$4,567 ▼	-0.3%	15,949	0.5%	ETF
MCD McDonald's	$1,448,340	$3,039 ▲	0.2%	4,766	0.4%	Retail/Wholesale
PG Procter & Gamble	$1,432,940	$70,064 ▲	5.1%	9,326	0.4%	Consumer Staples
ABT Abbott Laboratories	$1,394,379	$54,918 ▲	4.1%	10,410	0.4%	Medical
IVV iShares Core S&P 500 ETF	$1,370,726	$11,378 ▼	-0.8%	2,048	0.4%	ETF
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$1,364,444	$1,078,110 ▲	376.5%	37,588	0.4%	ETF
PEP PepsiCo	$1,361,144	$55,895 ▲	4.3%	9,692	0.4%	Consumer Staples
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,344,897	$120,096 ▲	9.8%	15,118	0.4%	Manufacturing
AZN AstraZeneca	$1,293,346	$21,712 ▲	1.7%	16,858	0.4%	Medical
EMR Emerson Electric	$1,292,779	$22,432 ▼	-1.7%	9,855	0.4%	Industrials
QCOM QUALCOMM	$1,283,135	$21,460 ▲	1.7%	7,713	0.4%	Computer and Technology
ORCL Oracle	$1,238,581		0.0%	4,404	0.4%	Computer and Technology
AMGN Amgen	$1,220,233	$19,754 ▼	-1.6%	4,324	0.4%	Medical
BA Boeing	$1,214,691	$40,360 ▼	-3.2%	5,628	0.4%	Aerospace
ADBE Adobe	$1,181,007	$56,793 ▲	5.1%	3,348	0.4%	Computer and Technology
USFR WisdomTree Floating Rate Treasury Fund	$1,142,637	$185,345 ▲	19.4%	22,730	0.4%	Finance
TFC Truist Financial	$1,133,719	$12,207 ▲	1.1%	24,797	0.4%	Finance
LINDE PLC	$1,115,300	$4,275 ▼	-0.4%	2,348	0.3%	SHS
KO CocaCola	$1,079,723	$51,068 ▲	5.0%	16,280	0.3%	Consumer Staples
DFEB FT Vest U.S. Equity Deep Buffer ETF - February	$1,071,643	$22,943 ▼	-2.1%	23,028	0.3%	ETF
CCI Crown Castle	$1,055,987	$107,586 ▲	11.3%	10,944	0.3%	Finance
DUK Duke Energy	$1,055,216	$6,311 ▼	-0.6%	8,527	0.3%	Utilities
BMY Bristol Myers Squibb	$1,030,670	$44,288 ▲	4.5%	22,853	0.3%	Medical
CIBR First Trust Nasdaq Cybersecurity ETF	$1,027,959	$56,019 ▲	5.8%	13,524	0.3%	Manufacturing
NVDA NVIDIA	$1,018,540	$23,136 ▼	-2.2%	5,459	0.3%	Computer and Technology
COF Capital One Financial	$1,004,653	$76,741 ▼	-7.1%	4,726	0.3%	Finance

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