Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2026)

About Comprehensive Financial Consultants Institutional, Inc.

Investment Activity

Comprehensive Financial Consultants Institutional, Inc. has $336.59 million in total holdings as of March 31, 2026.
Comprehensive Financial Consultants Institutional, Inc. owns shares of 193 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
Approximately 7.49% of the portfolio was purchased this quarter.
About 6.09% of the portfolio was sold this quarter.
This quarter, Comprehensive Financial Consultants Institutional, Inc. has purchased 189 new stocks and bought additional shares in 73 stocks.
Comprehensive Financial Consultants Institutional, Inc. sold shares of 70 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Invesco QQQ: $7,933,339
JPMorgan Chase & Co.: $7,583,151
Apple: $7,192,589
Johnson & Johnson: $6,307,530
WALMART INC: $6,241,342

Largest New Holdings this Quarter

921909768 - Vanguard Total International Stock ETF: $2,352,549 Holding
98978V103 - Zoetis: $2,257,811 Holding
78464A508 - SPDR Portfolio S&P 500 Value ETF: $1,604,722 Holding
G0593M107 - AstraZeneca: $1,544,824 Holding
032095101 - Amphenol: $1,121,104 Holding

Largest Purchases this Quarter

Vanguard Total International Stock ETF: 30,509 shares (about $2.35M)
Zoetis: 19,100 shares (about $2.26M)
Eli Lilly and Company: 1,979 shares (about $1.82M)
Constellation Energy: 6,395 shares (about $1.79M)
SPDR Portfolio S&P 500 Value ETF: 28,362 shares (about $1.60M)

Largest Sales this Quarter

Medtronic: 25,070 shares (about $2.17M)
TJX Companies: 7,575 shares (about $1.21M)
Visa: 2,786 shares (about $842.04K)
FT Vest U.S. Equity Deep Buffer ETF - February: 17,541 shares (about $830.92K)
Analog Devices: 2,557 shares (about $813.48K)

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
QQQ Invesco QQQ	$7,933,339	$486,563 â–¼	-5.8%	13,745	2.4%	Finance
JPM JPMorgan Chase & Co.	$7,583,151	$501,249 â–¼	-6.2%	25,779	2.3%	Finance
AAPL Apple	$7,192,589	$13,705 â–¼	-0.2%	28,341	2.1%	Computer and Technology
JNJ Johnson & Johnson	$6,307,530	$673,921 â–¼	-9.7%	25,804	1.9%	Medical
WALMART INC	$6,241,342	$166,038 â–¼	-2.6%	50,220	1.9%	COM
LLY Eli Lilly and Company	$6,119,230	$1,820,225 â–²	42.3%	6,653	1.8%	Medical
MPC Marathon Petroleum	$6,081,791	$761,109 â–¼	-11.1%	24,907	1.8%	Energy
JCI Johnson Controls International	$5,892,881	$258,233 â–¼	-4.2%	45,001	1.8%	Construction
MSFT Microsoft	$5,686,922	$366,838 â–²	6.9%	15,363	1.7%	Computer and Technology
AVGO Broadcom	$5,519,492	$123,804 â–¼	-2.2%	17,833	1.6%	Computer and Technology
ETN Eaton	$5,465,913	$18,957 â–¼	-0.3%	15,282	1.6%	Industrials
CB Chubb	$5,368,393	$76,268 â–¼	-1.4%	16,471	1.6%	Finance
ADI Analog Devices	$5,319,301	$813,484 â–¼	-13.3%	16,720	1.6%	Computer and Technology
CME CME Group	$5,202,886	$49,914 â–¼	-1.0%	17,616	1.5%	Finance
HD Home Depot	$5,148,115	$130,569 â–²	2.6%	15,653	1.5%	Retail/Wholesale
VZ Verizon Communications	$5,004,087	$660,281 â–¼	-11.7%	99,683	1.5%	Computer and Technology
APD Air Products and Chemicals	$4,897,371	$85,114 â–²	1.8%	16,859	1.5%	Basic Materials
MSI Motorola Solutions	$4,884,332	$23,000 â–²	0.5%	11,255	1.5%	Computer and Technology
UNP Union Pacific	$4,686,448	$7,521 â–²	0.2%	19,316	1.4%	Transportation
ABBV AbbVie	$4,597,521	$10,440 â–¼	-0.2%	21,139	1.4%	Medical
INNOVATOR ETFS TRUST	$4,292,835	$134,125 â–²	3.2%	132,250	1.3%	U S EQ 10 BUFFER
SPY SPDR S&P 500 ETF Trust	$4,249,972	$154,131 â–¼	-3.5%	6,535	1.3%	Finance
BBY Best Buy	$4,139,423	$414,989 â–²	11.1%	64,477	1.2%	Retail/Wholesale
GE VERNOVA INC	$4,054,621	$167,597 â–¼	-4.0%	4,645	1.2%	COM
CMCSA Comcast	$4,040,473	$133,042 â–²	3.4%	140,734	1.2%	Consumer Discretionary
CMI Cummins	$3,905,487	$27,977 â–¼	-0.7%	7,259	1.2%	Auto/Tires/Trucks
ETR Entergy	$3,854,735	$175,843 â–²	4.8%	34,307	1.1%	Utilities
GOOGL Alphabet	$3,673,579	$156,720 â–¼	-4.1%	12,775	1.1%	Computer and Technology
FIRST TR EXCHNG TRADED FD VI	$3,637,432	$34,655 â–¼	-0.9%	93,416	1.1%	FT VEST U.S EQT
BALT Innovator Defined Wealth Shield ETF	$3,589,456	$427,214 â–²	13.5%	107,260	1.1%	ETF
AMZN Amazon.com	$3,445,827	$129,960 â–²	3.9%	16,545	1.0%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$3,440,752	$791,368 â–²	29.9%	13,874	1.0%	Finance
FANG Diamondback Energy	$3,299,335	$9,890 â–²	0.3%	16,681	1.0%	Energy
AMD Advanced Micro Devices	$3,238,606	$8,137 â–²	0.3%	15,920	1.0%	Computer and Technology
PNOV Innovator U.S. Equity Power Buffer ETF - November	$3,174,332	$92,834 â–¼	-2.8%	77,688	0.9%	ETF
DRI Darden Restaurants	$3,114,487	$1,960 â–²	0.1%	15,887	0.9%	Retail/Wholesale
FIS Fidelity National Information Services	$2,980,333	$279,161 â–²	10.3%	63,533	0.9%	Business Services
MS Morgan Stanley	$2,928,359	$65,334 â–²	2.3%	17,794	0.9%	Finance
NVDA NVIDIA	$2,904,806	$904,787 â–²	45.2%	16,656	0.9%	Computer and Technology
DJUL FT Vest U.S. Equity Deep Buffer ETF - July	$2,774,066	$33,045 â–¼	-1.2%	59,351	0.8%	ETF
FDL First Trust Morningstar Dividend Leaders Index Fund	$2,746,045	$27,889 â–¼	-1.0%	54,056	0.8%	ETF
FTGS First Trust Growth Strength ETF	$2,717,622	$46,200 â–²	1.7%	79,823	0.8%	ETF
ALL Allstate	$2,702,055	$69,459 â–²	2.6%	13,032	0.8%	Finance
EW Edwards Lifesciences	$2,652,970	$54,534 â–²	2.1%	33,129	0.8%	Medical
TT Trane Technologies	$2,638,381	$64,178 â–²	2.5%	6,331	0.8%	Construction
QGRW WisdomTree U.S. Quality Growth Fund	$2,569,609	$89,282 â–²	3.6%	48,093	0.8%	ETF
IQV IQVIA	$2,471,807	$231,593 â–²	10.3%	14,494	0.7%	Medical
NXPI NXP Semiconductors	$2,378,856	$71,460 â–²	3.1%	12,084	0.7%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$2,352,549	$2,352,549 â–²	New Holding	30,509	0.7%	ETF
META Meta Platforms	$2,317,699	$81,815 â–²	3.7%	4,051	0.7%	Computer and Technology
STE STERIS	$2,315,894	$59,705 â–²	2.6%	10,473	0.7%	Medical
CDNS Cadence Design Systems	$2,275,200	$111,982 â–²	5.2%	8,188	0.7%	Computer and Technology
ZTS Zoetis	$2,257,811	$2,257,811 â–²	New Holding	19,100	0.7%	Medical
NOC Northrop Grumman	$2,236,383	$29,336 â–¼	-1.3%	3,278	0.7%	Aerospace
BUFF Innovator Laddered Allocation Power Buffer ETF	$2,179,821	$177,925 â–²	8.9%	44,117	0.6%	ETF
SPGI S&P Global	$2,176,039	$80,815 â–²	3.9%	5,116	0.6%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$2,145,642	$484,466 â–¼	-18.4%	20,240	0.6%	ETF
CEG Constellation Energy	$2,126,489	$1,785,804 â–²	524.2%	7,615	0.6%	Energy
FIRST TR EXCHNG TRADED FD VI	$2,119,831	$288,234 â–²	15.7%	80,694	0.6%	FT VEST LAD
SNPS Synopsys	$2,075,573	$103,481 â–²	5.2%	5,235	0.6%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$2,055,974	$78,282 â–¼	-3.7%	9,560	0.6%	ETF
MDT Medtronic	$2,011,580	$2,172,316 â–¼	-51.9%	23,215	0.6%	Medical
MOAT VanEck Morningstar Wide Moat ETF	$2,002,270	$90,028 â–²	4.7%	20,706	0.6%	ETF
GCOW Pacer Global Cash Cows Dividend ETF	$1,995,407	$20,068 â–¼	-1.0%	43,153	0.6%	ETF
CRM Salesforce	$1,969,742	$224,751 â–²	12.9%	10,552	0.6%	Computer and Technology
CVX Chevron	$1,967,497	$316,157 â–¼	-13.8%	9,509	0.6%	Energy
CMG Chipotle Mexican Grill	$1,953,730	$183,257 â–²	10.4%	61,035	0.6%	Retail/Wholesale
DXCM DexCom	$1,921,178	$108,707 â–²	6.0%	30,592	0.6%	Medical
TJX TJX Companies	$1,847,569	$1,209,727 â–¼	-39.6%	11,569	0.5%	Retail/Wholesale
CSCO Cisco Systems	$1,819,796	$20,173 â–¼	-1.1%	23,454	0.5%	Computer and Technology
HON Honeywell International	$1,776,822	$21,247 â–¼	-1.2%	7,861	0.5%	Multi-Sector Conglomerates
WM Waste Management	$1,705,501	$26,426 â–²	1.6%	7,422	0.5%	Business Services
LOW Lowe's Companies	$1,657,032	$28,354 â–²	1.7%	7,013	0.5%	Retail/Wholesale
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,622,405	$234,972 â–²	16.9%	18,470	0.5%	Manufacturing
SPYV SPDR Portfolio S&P 500 Value ETF	$1,604,722	$1,604,722 â–²	New Holding	28,362	0.5%	ETF
FVD First Trust Value Line Dividend Index Fund	$1,590,602	$50,322 â–¼	-3.1%	33,821	0.5%	ETF
DJAN FT Vest U.S. Equity Deep Buffer ETF - January	$1,571,398	$1,195,390 â–²	317.9%	36,948	0.5%	ETF
AZNCF AstraZeneca	$1,544,824	$1,544,824 â–²	New Holding	7,833	0.5%	Medical
PG Procter & Gamble	$1,544,497	$123,063 â–²	8.7%	10,693	0.5%	Consumer Staples
PEP PepsiCo	$1,518,736	$1,708 â–¼	-0.1%	9,780	0.5%	Consumer Staples
SYK Stryker	$1,477,341		0.0%	4,496	0.4%	Medical
MCD McDonald's	$1,472,523	$4,351 â–²	0.3%	4,738	0.4%	Retail/Wholesale
USMV iShares MSCI USA Min Vol Factor ETF	$1,458,615	$6,863 â–¼	-0.5%	15,728	0.4%	ETF
AMGN Amgen	$1,436,252	$23,926 â–¼	-1.6%	4,082	0.4%	Medical
BMY Bristol Myers Squibb	$1,408,414	$141,314 â–¼	-9.1%	23,222	0.4%	Medical
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$1,394,699	$91,635 â–²	7.0%	41,338	0.4%	ETF
V Visa	$1,393,024	$842,041 â–¼	-37.7%	4,609	0.4%	Business Services
COWZ Pacer US Cash Cows 100 ETF	$1,375,569	$44,668 â–¼	-3.1%	21,988	0.4%	ETF
DUK Duke Energy	$1,335,588	$83,671 â–²	6.7%	10,200	0.4%	Utilities
USFR WisdomTree Floating Rate Treasury Fund	$1,274,760	$65,392 â–²	5.4%	25,323	0.4%	Finance
KO CocaCola	$1,256,278	$23,728 â–²	1.9%	16,519	0.4%	Consumer Staples
EMR Emerson Electric	$1,239,056	$393 â–²	0.0%	9,457	0.4%	Industrials
ABT Abbott Laboratories	$1,225,768	$144,866 â–²	13.4%	11,939	0.4%	Medical
LINDE PLC	$1,202,714	$14,377 â–²	1.2%	2,426	0.4%	SHS
COF Capital One Financial	$1,178,680	$187,173 â–²	18.9%	6,461	0.4%	Finance
APH Amphenol	$1,121,104	$1,121,104 â–²	New Holding	8,873	0.3%	Computer and Technology
QCOM Qualcomm	$1,120,901	$134,446 â–²	13.6%	8,704	0.3%	Computer and Technology
BA Boeing	$1,120,141		0.0%	5,628	0.3%	Aerospace
UPS United Parcel Service	$1,103,233	$79,983 â–¼	-6.8%	11,214	0.3%	Transportation
RDVY First Trust Rising Dividend Achievers ETF	$1,063,871	$10,583 â–¼	-1.0%	15,581	0.3%	Manufacturing

Showing largest 100 holdings. View all holdings.

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Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2026)

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

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Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2026)

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