Comprehensive Financial Consultants Institutional, Inc. Top Holdings and 13F Report (2026) About Comprehensive Financial Consultants Institutional, Inc.Investment ActivityComprehensive Financial Consultants Institutional, Inc. has $370.81 million in total holdings as of September 30, 2026.Comprehensive Financial Consultants Institutional, Inc. owns shares of 198 different stocks, but just 81 companies or ETFs make up 80% of its holdings.Approximately 8.91% of the portfolio was purchased this quarter.About 11.64% of the portfolio was sold this quarter.This quarter, Comprehensive Financial Consultants Institutional, Inc. has purchased 204 new stocks and bought additional shares in 55 stocks.Comprehensive Financial Consultants Institutional, Inc. sold shares of 88 stocks and completely divested from 21 stocks this quarter.Largest Holdings Invesco QQQ $10,462,567Apple $8,864,609Microsoft $8,404,892JPMorgan Chase & Co. $8,369,668Eli Lilly and Company $8,106,502 Largest New Holdings this Quarter 949746101 - Wells Fargo & Company $4,581,742 Holding91324P102 - UnitedHealth Group $3,622,713 Holding038222105 - Applied Materials $2,959,356 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $2,939,323 Holding33740U653 - FIRST TR EXCHNG TRADED FD VI $1,863,643 Holding Largest Purchases this Quarter Wells Fargo & Company 57,236 shares (about $4.58M)UnitedHealth Group 9,869 shares (about $3.62M)Applied Materials 5,787 shares (about $2.96M)Invesco S&P 500 Equal Weight ETF 14,130 shares (about $2.94M)Amphenol 27,171 shares (about $2.29M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 3,936 shares (about $3.00M)Marathon Petroleum 4,928 shares (about $1.95M)Lowe's Companies 5,969 shares (about $1.10M)Micron Technology 802 shares (about $854.22K)WisdomTree U.S. Quality Dividend Growth Fund 8,351 shares (about $812.05K) 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 PortfolioSectorQQQInvesco QQQ$10,462,567$272,235 ▲2.7%14,1432.8%ETFAAPLApple$8,864,609$508,205 ▼-5.4%26,6182.4%TechnologyMSFTMicrosoft$8,404,892$408,781 ▼-4.6%16,3872.3%TechnologyJPMJPMorgan Chase & Co.$8,369,668$206,107 ▼-2.4%25,2992.3%FinanceLLYEli Lilly and Company$8,106,5020.0%7,0062.2%HealthcareMPCMarathon Petroleum$7,716,621$1,948,630 ▼-20.2%19,5152.1%EnergyJNJJohnson & Johnson$6,431,594$332,249 ▼-4.9%24,2941.7%HealthcareETNEaton$6,296,541$324,431 ▼-4.9%14,6531.7%IndustrialsADIAnalog Devices$5,827,273$432,414 ▼-6.9%14,6891.6%TechnologyJCIJohnson Controls International$5,806,418$352,152 ▼-5.7%39,0611.6%IndustrialsAVGOBroadcom$5,799,200$251,101 ▼-4.2%16,5131.6%TechnologyAMDAdvanced Micro Devices$5,436,711$339,527 ▼-5.9%8,8871.5%TechnologyABBVAbbVie$5,357,886$398,140 ▼-6.9%20,4821.4%HealthcareWALMART INC$5,082,208$188,303 ▼-3.6%48,9051.4%COMHDHome Depot$5,059,939$25,604 ▼-0.5%17,7861.4%Consumer DiscretionaryCBChubb$5,032,268$254,020 ▼-4.8%15,4721.4%FinanceINNOVATOR ETFS TRUST$4,981,842$271,726 ▲5.8%144,2341.3%U S EQ 10 BUFFERMSIMotorola Solutions$4,970,782$264,014 ▼-5.0%11,1461.3%TechnologyUNPUnion Pacific$4,952,766$350,231 ▼-6.6%18,2001.3%IndustrialsVZVerizon Communications$4,878,596$85,502 ▼-1.7%106,3571.3%Communication ServicesCMECME Group$4,863,397$162,428 ▼-3.2%18,5641.3%FinanceAPDAir Products and Chemicals$4,675,655$128,820 ▼-2.7%16,8051.3%MaterialsBALTInnovator Defined Wealth Shield ETF$4,584,566$653,181 ▲16.6%131,1751.2%ETFWFCWells Fargo & Company$4,581,742$4,581,742 ▲New Holding57,2361.2%FinanceSCIService Corporation International$4,153,526$12,032 ▲0.3%54,5441.1%Consumer DiscretionaryIQVIQVIA$4,108,835$241,158 ▼-5.5%15,2831.1%HealthcareAMZNAmazon.com$4,069,367$14,451 ▲0.4%16,3331.1%Consumer DiscretionaryNVDANVIDIA$4,017,433$147,305 ▼-3.5%17,5911.1%TechnologyGOOGLAlphabet$3,849,911$15,140 ▼-0.4%11,1891.0%Communication ServicesIWMiShares Russell 2000 ETF$3,747,347$103,375 ▼-2.7%13,4851.0%ETFCRMSalesforce$3,728,906$18,136 ▼-0.5%16,2431.0%TechnologyORealty Income$3,686,481$299,193 ▲8.8%67,8911.0%Real EstateCMICummins$3,681,594$268,616 ▲7.9%7,1271.0%IndustrialsUNHUnitedHealth Group$3,622,713$3,622,713 ▲New Holding9,8691.0%HealthcareMETAMeta Platforms$3,593,992$18,855 ▲0.5%4,9561.0%Communication ServicesETREntergy$3,533,358$75,835 ▼-2.1%35,5971.0%UtilitiesVXUSVanguard Total International Stock ETF$3,471,041$873,899 ▲33.6%40,8550.9%ETFQGRWWisdomTree U.S. Quality Growth Fund$3,393,547$102,402 ▼-2.9%49,4110.9%ETFGE VERNOVA INC$3,385,645$57,029 ▼-1.7%3,5620.9%COMDRIDarden Restaurants$3,207,370$14,687 ▼-0.5%16,5970.9%Consumer DiscretionaryAPHAmphenol$3,047,276$2,290,515 ▲302.7%36,1480.8%TechnologyDJULFT Vest U.S. Equity Deep Buffer ETF - July$3,010,126$8,498 ▲0.3%58,8030.8%ETFEWEdwards Lifesciences$2,993,923$23,565 ▲0.8%34,6840.8%HealthcareFANGDiamondback Energy$2,993,897$36,027 ▲1.2%16,2880.8%EnergyPHParker-Hannifin$2,964,668$68,790 ▲2.4%3,1030.8%IndustrialsFTGSFirst Trust Growth Strength ETF$2,963,220$58,131 ▼-1.9%78,1440.8%ETFALLAllstate$2,959,391$56,352 ▼-1.9%13,3390.8%FinanceAMATApplied Materials$2,959,356$2,959,356 ▲New Holding5,7870.8%TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,939,323$2,939,323 ▲New Holding14,1300.8%ETFTTTrane Technologies$2,926,119$42,486 ▲1.5%6,4740.8%IndustrialsCDNSCadence Design Systems$2,868,317$122,168 ▲4.4%8,6870.8%TechnologyCEGConstellation Energy$2,867,632$132,852 ▲4.9%11,2890.8%UtilitiesMSMorgan Stanley$2,864,270$410,014 ▼-12.5%15,2290.8%FinanceNXPINXP Semiconductors$2,795,016$89,311 ▲3.3%11,7670.8%TechnologyFIRST TR EXCHNG TRADED FD VI$2,794,241$187,095 ▲7.2%97,9130.8%FT VEST LADSNPSSynopsys$2,791,880$185,719 ▲7.1%6,4190.8%TechnologyCMGChipotle Mexican Grill$2,719,169$33,004 ▲1.2%85,1070.7%Consumer DiscretionaryBUFFInnovator Laddered Allocation Power Buffer ETF$2,667,222$121,607 ▲4.8%49,5030.7%ETFSPGIS&P Global$2,616,125$84,811 ▲3.4%6,6320.7%FinanceFDLFirst Trust Morningstar Dividend Leaders Index Fund$2,088,255$570,462 ▼-21.5%42,5220.6%ETFNOBLProShares S&P 500 Aristocrats ETF$2,049,470$82,611 ▼-3.9%37,8830.6%ETFSPYSPDR S&P 500 ETF Trust$2,004,192$3,001,712 ▼-60.0%2,6280.5%ETFFIRST TR EXCHNG TRADED FD VI$1,863,643$1,863,643 ▲New Holding44,2620.5%FT VEST US EQTCSCOCisco Systems$1,824,759$492,192 ▼-21.2%16,9540.5%TechnologyVVisa$1,816,054$1,797 ▼-0.1%5,0540.5%FinanceFIRST TR EXCHNG TRADED FD VI$1,813,001$1,813,001 ▲New Holding68,8830.5%VEST NASDAQ-100CVXChevron$1,791,172$371,263 ▼-17.2%8,7710.5%EnergyPGProcter & Gamble$1,650,526$54,480 ▲3.4%11,3610.4%Consumer StaplesFVDFirst Trust Value Line Dividend Index Fund$1,645,228$29,459 ▲1.8%35,0720.4%ETFVIGVanguard Dividend Appreciation ETF$1,614,505$461,021 ▼-22.2%6,9200.4%ETFNOCNorthrop Grumman$1,614,340$41,096 ▼-2.5%3,3390.4%IndustrialsCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,605,569$74,336 ▼-4.4%40,2600.4%ETFTJXTJX Companies$1,590,631$66,023 ▲4.3%12,0220.4%Consumer DiscretionaryWMWaste Management$1,558,153$31,608 ▼-2.0%7,6410.4%IndustrialsSPYVSPDR Portfolio S&P 500 Value ETF$1,535,891$122,015 ▼-7.4%25,1250.4%ETFKOCoca-Cola$1,522,968$58,364 ▼-3.7%17,6920.4%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$1,517,628$17,734 ▲1.2%15,5750.4%ETFNORTHERN LTS FD TR II$1,463,908$14,781 ▼-1.0%72,1980.4%ESSEN 40 STK ETFAMGNAmgen$1,463,483$268,080 ▼-15.5%3,4720.4%HealthcareDJANFT Vest U.S. Equity Deep Buffer ETF - January$1,420,588$87,320 ▼-5.8%30,4390.4%ETFMCDMcDonald's$1,406,886$57,966 ▲4.3%6,0920.4%Consumer DiscretionaryCOWZPacer US Cash Cows 100 ETF$1,398,422$41,525 ▼-2.9%20,9470.4%ETFQCOMQualcomm$1,393,183$47,114 ▲3.5%7,5700.4%TechnologyPEPPepsiCo$1,386,444$17,361 ▲1.3%10,9410.4%Consumer StaplesUSFRWisdomTree Floating Rate Treasury Fund$1,383,659$9,624 ▲0.7%27,4590.4%ETFEMREmerson Electric$1,372,790$106,243 ▼-7.2%8,8510.4%IndustrialsDUKDuke Energy$1,348,168$31,695 ▲2.4%11,8250.4%UtilitiesBMYBristol Myers Squibb$1,344,470$125,549 ▼-8.5%21,5460.4%HealthcareAZNCFAstraZeneca$1,341,493$48,764 ▲3.8%8,3080.4%HealthcareABTAbbott Laboratories$1,276,686$99,324 ▼-7.2%12,9180.3%HealthcareGCOWPacer Global Cash Cows Dividend ETF$1,262,698$707,784 ▼-35.9%28,2160.3%ETFSLViShares Silver Trust$1,224,894$325,479 ▲36.2%22,4710.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,217,879$29,437 ▼-2.4%15,5560.3%ETFCOFCapital One Financial$1,198,579$73,753 ▼-5.8%6,2080.3%FinanceSYKStryker$1,179,220$31,394 ▼-2.6%4,2820.3%HealthcareNEENextEra Energy$1,177,757$1,177,757 ▲New Holding15,5500.3%UtilitiesLINDE PLC$1,173,335$45,092 ▼-3.7%2,4720.3%SHSEQIXEquinix$1,171,410$1,171,410 ▲New Holding1,1580.3%Real EstateKIMBERLY-CLARK CORP$1,164,094$114,967 ▲11.0%11,9480.3%COMAIM ETF PRODUCTS TRUST$1,136,670$100,155 ▲9.7%32,2770.3%ALLIANZIM USShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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