Q1 2025 · 13F-HR
Comprehensive Financial Consultants Institutional, Inc.holdings as filed
Filed 2025-05-15 · accession 0001172661-25-001994
$281.3M
Reported value
175
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $7.6M | 2.71% | 31,063 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $6.5M | 2.30% | 29,080 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $5.6M | 2.00% | 11,992 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $5.6M | 1.99% | 14,883 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $5.1M | 1.82% | 13,954 | Common | SOLE |
| H1467J104 | CB | CHUBB LIMITED | $5.0M | 1.77% | 16,473 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $5.0M | 1.77% | 56,595 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $4.9M | 1.72% | 11,079 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.8M | 1.71% | 29,014 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $4.7M | 1.68% | 17,840 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $4.7M | 1.68% | 103,995 | Common | SOLE |
| G51502105 | JCI | JOHNSON CTLS INTL PLC | $4.7M | 1.66% | 58,294 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $4.4M | 1.58% | 16,338 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $4.4M | 1.56% | 30,060 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $4.3M | 1.55% | 14,746 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $4.2M | 1.49% | 46,690 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $4.1M | 1.47% | 46,114 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $4.1M | 1.47% | 4,998 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $4.1M | 1.46% | 17,378 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $4.1M | 1.44% | 109,831 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $4.0M | 1.43% | 23,980 | Common | SOLE |
| 33740U687 | GNOV | FIRST TR EXCHNG TRADED FD VI | $3.9M | 1.38% | 113,464 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $3.8M | 1.34% | 18,697 | Common | SOLE |
| 45783Y442 | ZALT | INNOVATOR ETFS TRUST | $3.6M | 1.30% | 122,477 | Common | SOLE |
| 086516101 | BBY | BEST BUY INC | $3.6M | 1.29% | 49,258 | Common | SOLE |
| 45782C573 | PNOV | INNOVATOR ETFS TRUST | $3.3M | 1.16% | 87,523 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $3.2M | 1.14% | 5,551 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $3.2M | 1.13% | 42,597 | Common | SOLE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $3.2M | 1.12% | 15,180 | Common | SOLE |
| 74348A467 | NOBL | PROSHARES TR | $3.1M | 1.11% | 30,590 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $3.0M | 1.05% | 15,583 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP | $2.8M | 1.01% | 13,756 | Common | SOLE |
| 69374H881 | COWZ | PACER FDS TR | $2.8M | 0.99% | 51,096 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $2.8M | 0.99% | 12,633 | Common | SOLE |
| 45783Y855 | BALT | INNOVATOR ETFS TRUST | $2.7M | 0.98% | 87,409 | Common | SOLE |
| 92826C839 | V | VISA INC | $2.7M | 0.97% | 7,825 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $2.7M | 0.97% | 22,313 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $2.7M | 0.96% | 15,702 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $2.7M | 0.95% | 7,943 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $2.6M | 0.93% | 4,671 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $2.5M | 0.87% | 4,829 | Common | SOLE |
| 33740F680 | DSEP | FIRST TR EXCHNG TRADED FD VI | $2.4M | 0.87% | 61,425 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $2.3M | 0.83% | 20,054 | Common | SOLE |
| 336917109 | FDL | FIRST TR MORNINGSTAR DIVID L | $2.3M | 0.83% | 53,817 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $2.3M | 0.80% | 4,296 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $2.2M | 0.80% | 14,472 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $2.2M | 0.77% | 9,616 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $2.2M | 0.77% | 8,055 | Common | SOLE |
| 25278X109 | FANG | DIAMONDBACK ENERGY INC | $2.1M | 0.75% | 13,260 | Common | SOLE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES INC | $2.0M | 0.71% | 9,540 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $2.0M | 0.69% | 26,932 | Common | SOLE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $1.9M | 0.69% | 9,970 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS N V | $1.9M | 0.68% | 10,050 | Common | SOLE |
| 97717Y477 | QGRW | WISDOMTREE TR | $1.9M | 0.67% | 42,619 | Common | SOLE |
| 464287101 | OEF | ISHARES TR | $1.8M | 0.64% | 6,651 | Common | SOLE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $1.8M | 0.63% | 3,452 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $1.8M | 0.63% | 9,998 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $1.8M | 0.63% | 10,511 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $1.7M | 0.62% | 16,921 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.7M | 0.62% | 7,491 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $1.7M | 0.61% | 27,611 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $1.7M | 0.60% | 4,518 | Common | SOLE |
| 92189F643 | MOAT | VANECK ETF TRUST | $1.7M | 0.59% | 18,963 | Common | SOLE |
| 45783Y814 | BUFF | INNOVATOR ETFS TRUST | $1.6M | 0.58% | 36,819 | Common | SOLE |
| 594972408 | MSTR | MICROSTRATEGY INC | $1.6M | 0.57% | 5,608 | Common | SOLE |
| 33734H106 | FVD | FIRST TR VALUE LINE DIVID IN | $1.6M | 0.57% | 35,761 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.6M | 0.56% | 9,214 | Common | SOLE |
| 46429B697 | USMV | ISHARES TR | $1.6M | 0.56% | 16,726 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $1.5M | 0.54% | 6,508 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $1.5M | 0.54% | 4,819 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $1.5M | 0.53% | 7,047 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $1.5M | 0.52% | 11,119 | Common | SOLE |
| 33733E823 | FTGS | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.50% | 47,621 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $1.4M | 0.50% | 9,346 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $1.4M | 0.50% | 5,487 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $1.4M | 0.49% | 4,447 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $1.4M | 0.48% | 20,635 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $1.3M | 0.47% | 21,499 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $1.2M | 0.44% | 16,873 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.2M | 0.42% | 16,608 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $1.2M | 0.42% | 2,091 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $1.1M | 0.41% | 7,452 | Common | SOLE |
| 22822V101 | CCI | CROWN CASTLE INC | $1.1M | 0.40% | 10,860 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $1.1M | 0.39% | 2,364 | Common | SOLE |
| 97717X669 | DGRW | WISDOMTREE TR | $1.1M | 0.39% | 13,754 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $1.1M | 0.39% | 9,891 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $1.1M | 0.37% | 8,636 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $1.0M | 0.37% | 2,710 | Common | SOLE |
| 89832Q109 | TFC | TRUIST FINL CORP | $1.0M | 0.36% | 24,748 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $997,169 | 0.35% | 9,066 | Common | SOLE |
| 097023105 | BA | BOEING CO | $979,298 | 0.35% | 5,742 | Common | SOLE |
| 33740F771 | DFEB | FIRST TR EXCHNG TRADED FD VI | $956,257 | 0.34% | 22,687 | Common | SOLE |
| 97717Y527 | USFR | WISDOMTREE TR | $955,565 | 0.34% | 18,986 | Common | SOLE |
| 33740U729 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $953,395 | 0.34% | 40,570 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $946,166 | 0.34% | 5,277 | Common | SOLE |
| 78464A300 | SLYV | SPDR SER TR | $902,306 | 0.32% | 11,509 | Common | SOLE |
| 78464A201 | SLYG | SPDR SER TR | $869,508 | 0.31% | 10,476 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $862,093 | 0.31% | 12,624 | Common | SOLE |
| 69374H857 | CALF | PACER FDS TR | $861,975 | 0.31% | 22,986 | Common | SOLE |
| 46138J791 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $856,477 | 0.30% | 43,967 | Common | SOLE |
| 33738R506 | RDVY | FIRST TR EXCHANGE TRADED FD | $836,771 | 0.30% | 14,294 | Common | SOLE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $812,645 | 0.29% | 5,714 | Common | SOLE |
| 33740F805 | FIXD | FIRST TR EXCHNG TRADED FD VI | $806,919 | 0.29% | 18,406 | Common | SOLE |
| 46138J783 | BSCR | INVESCO EXCH TRD SLF IDX FD | $779,584 | 0.28% | 39,795 | Common | SOLE |
| 46138J825 | BSCP | INVESCO EXCH TRD SLF IDX FD | $767,766 | 0.27% | 37,126 | Common | SOLE |
| 45782C425 | UFEB | INNOVATOR ETFS TRUST | $761,878 | 0.27% | 23,522 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $730,250 | 0.26% | 2,657 | Common | SOLE |
| 92189H730 | SMOT | VANECK ETF TRUST | $668,883 | 0.24% | 20,399 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $644,893 | 0.23% | 10,159 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $626,287 | 0.22% | 1,402 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $613,486 | 0.22% | 4,388 | Common | SOLE |
| 95040Q104 | WELL | WELLTOWER INC | $607,018 | 0.22% | 3,962 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $593,818 | 0.21% | 4,483 | Common | SOLE |
| 33734X846 | CIBR | FIRST TR EXCHANGE TRADED FD | $592,074 | 0.21% | 9,398 | Common | SOLE |
| 46429B663 | HDV | ISHARES TR | $577,985 | 0.21% | 4,772 | Common | SOLE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $572,466 | 0.20% | 28,131 | Common | SOLE |
| 33739Q705 | KNG | FIRST TR EXCHANGE-TRADED FD | $571,230 | 0.20% | 11,307 | Common | SOLE |
| 69374H709 | GCOW | PACER FDS TR | $563,168 | 0.20% | 15,229 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $552,482 | 0.20% | 5,294 | Common | SOLE |
| 45783Y335 | AAPR | INNOVATOR ETFS TRUST | $541,714 | 0.19% | 20,701 | Common | SOLE |
| 46137Y872 | PXJ | INVESCO EXCHANGE TRADED FD T | $526,748 | 0.19% | 20,544 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $524,342 | 0.19% | 4,838 | Common | SOLE |
| 46137V100 | PPA | INVESCO EXCHANGE TRADED FD T | $503,496 | 0.18% | 4,320 | Common | SOLE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $502,985 | 0.18% | 2,436 | Common | SOLE |
| 00888H646 | SIXD | AIM ETF PRODUCTS TRUST | $498,091 | 0.18% | 18,993 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $494,154 | 0.18% | 4,155 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $489,093 | 0.17% | 1,483 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $455,852 | 0.16% | 4,122 | Common | SOLE |
| 233331107 | DTE | DTE ENERGY CO | $426,148 | 0.15% | 3,082 | Common | SOLE |
| 33740U448 | QCJA | FIRST TR EXCHNG TRADED FD VI | $399,738 | 0.14% | 20,839 | Common | SOLE |
| 69344A107 | PULS | PGIM ETF TR | $379,788 | 0.14% | 7,637 | Common | SOLE |
| 33738D879 | RDVI | FIRST TR EXCHANGE-TRADED FD | $378,381 | 0.13% | 15,952 | Common | SOLE |
| 33740F128 | QMFE | FIRST TR EXCHNG TRADED FD VI | $364,271 | 0.13% | 19,196 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $351,777 | 0.13% | 5,861 | Common | SOLE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $348,720 | 0.12% | 7,001 | Common | SOLE |
| 78464A755 | XME | SPDR SER TR | $342,323 | 0.12% | 6,114 | Common | SOLE |
| 00888H679 | SIXF | AIM ETF PRODUCTS TRUST | $334,699 | 0.12% | 12,005 | Common | SOLE |
| 33740F631 | DJAN | FIRST TR EXCHNG TRADED FD VI | $330,605 | 0.12% | 8,707 | Common | SOLE |
| 464288448 | IDV | ISHARES TR | $329,650 | 0.12% | 10,627 | Common | SOLE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $328,570 | 0.12% | 3,516 | Common | SOLE |
| 464287523 | SOXX | ISHARES TR | $322,335 | 0.11% | 1,713 | Common | SOLE |
| 46436E288 | LQDW | ISHARES TR | $317,624 | 0.11% | 12,082 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $315,013 | 0.11% | 10,165 | Common | SOLE |
| 45784N601 | AOCT | INNOVATOR ETFS TRUST | $310,974 | 0.11% | 12,525 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $308,738 | 0.11% | 985 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $287,451 | 0.10% | 1,156 | Common | SOLE |
| 33738R118 | TDIV | FIRST TR EXCHANGE TRADED FD | $276,626 | 0.10% | 3,758 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $274,100 | 0.10% | 584 | Common | SOLE |
| 46817M107 | JXN | JACKSON FINANCIAL INC | $270,945 | 0.10% | 3,234 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $270,700 | 0.10% | 1,292 | Common | SOLE |
| 38748G101 | BAR | GRANITESHARES GOLD TR | $267,907 | 0.10% | 8,687 | Common | SOLE |
| H2906T109 | GRMN | GARMIN LTD | $262,727 | 0.09% | 1,210 | Common | SOLE |
| 200340107 | CMA | COMERICA INC | $262,049 | 0.09% | 4,437 | Common | SOLE |
| 33741X102 | SDVY | FIRST TR EXCHANGE-TRADED FD | $258,587 | 0.09% | 7,719 | Common | SOLE |
| 37954Y483 | QYLD | GLOBAL X FDS | $254,439 | 0.09% | 15,300 | Common | SOLE |
| 33738R704 | AIRR | FIRST TR EXCHANGE TRADED FD | $253,400 | 0.09% | 3,715 | Common | SOLE |
| 45783Y236 | AJUL | INNOVATOR ETFS TRUST | $250,993 | 0.09% | 9,386 | Common | SOLE |
| 46138E263 | CGW | INVESCO EXCH TRADED FD TR II | $250,716 | 0.09% | 4,502 | Common | SOLE |
| 46137V324 | RSPN | INVESCO EXCHANGE TRADED FD T | $249,445 | 0.09% | 5,098 | Common | SOLE |
| 464287556 | IBB | ISHARES TR | $247,103 | 0.09% | 1,932 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $245,989 | 0.09% | 1,220 | Common | SOLE |
| 33740F151 | QCOC | FIRST TR EXCHNG TRADED FD VI | $245,218 | 0.09% | 12,492 | Common | SOLE |
| 33740F441 | GMAY | FIRST TR EXCHNG TRADED FD VI | $243,126 | 0.09% | 6,706 | Common | SOLE |
| 69374H360 | COWG | PACER FDS TR | $238,653 | 0.08% | 7,751 | Common | SOLE |
| 842587107 | SO | SOUTHERN CO | $237,231 | 0.08% | 2,580 | Common | SOLE |
| 46434VBD1 | IBDQ | ISHARES TR | $234,247 | 0.08% | 9,314 | Common | SOLE |
| 301505707 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $232,059 | 0.08% | 4,506 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $231,745 | 0.08% | 1,460 | Common | SOLE |
| 45784N817 | ZJAN | INNOVATOR ETFS TRUST | $227,989 | 0.08% | 8,937 | Common | SOLE |
| 46138J577 | BSCT | INVESCO EXCH TRD SLF IDX FD | $226,214 | 0.08% | 12,208 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $220,437 | 0.08% | 1,501 | Common | SOLE |
| 46435GAA0 | IBDR | ISHARES TR | $216,728 | 0.08% | 8,952 | Common | SOLE |
| 147528103 | CASY | CASEYS GEN STORES INC | $204,867 | 0.07% | 472 | Common | SOLE |
| 189054109 | CLX | CLOROX CO DEL | $202,469 | 0.07% | 1,375 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $202,465 | 0.07% | 2,984 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.