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Comprehensive Financial Consultants Institutional, Inc.

Q2 2026 · 13F-HR

Comprehensive Financial Consultants Institutional, Inc.holdings as filed

Filed 2026-07-15 · accession 0001172661-26-002619

$378.1M
Reported value
205
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$10.1M2.68%13,775CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$8.5M2.24%25,922CommonSOLE
532457108LLYELI LILLY & CO$8.4M2.22%7,006CommonSOLE
037833100AAPLAPPLE INC$8.1M2.15%28,144CommonSOLE
G29183103ETNEATON CORP PLC$6.6M1.74%15,408CommonSOLE
11135F101AVGOBROADCOM INC$6.5M1.72%17,228CommonSOLE
478160104JNJJOHNSON & JOHNSON$6.5M1.72%25,549CommonSOLE
594918104MSFTMICROSOFT CORP$6.4M1.70%17,184CommonSOLE
437076102HDHOME DEPOT INC$6.3M1.67%17,876CommonSOLE
032654105ADIANALOG DEVICES INC$6.3M1.66%15,779CommonSOLE
56585A102MPCMARATHON PETE CORP$6.2M1.65%24,443CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$6.1M1.60%41,430CommonSOLE
931142103WMTWALMART INC$5.7M1.52%50,717CommonSOLE
H1467J104CBCHUBB LIMITED$5.5M1.46%16,253CommonSOLE
00287Y109ABBVABBVIE INC$5.5M1.46%22,004CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$5.5M1.45%9,442CommonSOLE
907818108UNPUNION PAC CORP$5.3M1.40%19,487CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$5.1M1.34%17,268CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.9M1.30%6,564CommonSOLE
086516101BBYBEST BUY INC$4.9M1.29%64,351CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4.9M1.29%11,738CommonSOLE
231021106CMICUMMINS INC$4.7M1.25%6,607CommonSOLE
45783Y442ZALTINNOVATOR ETFS TRUST$4.6M1.22%136,367CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.6M1.21%108,221CommonSOLE
36828A101GEVGE VERNOVA INC$4.3M1.13%3,622CommonSOLE
12572Q105CMECME GROUP INC$4.2M1.12%19,184CommonSOLE
29364G103ETRENTERGY CORP NEW$4.2M1.10%36,361CommonSOLE
464287655IWMISHARES TR$4.2M1.10%13,857CommonSOLE
817565104SCISERVICE CORP INTL$4.1M1.09%54,386CommonSOLE
02079K305GOOGLALPHABET INC$4.0M1.06%11,233CommonSOLE
023135106AMZNAMAZON COM INC$3.9M1.03%16,275CommonSOLE
756109104OREALTY INCOME CORP$3.9M1.02%62,381CommonSOLE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$3.9M1.02%92,405CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$3.9M1.02%112,486CommonSOLE
617446448MSMORGAN STANLEY$3.6M0.96%17,409CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.6M0.96%18,236CommonSOLE
98978V103ZTSZOETIS INC$3.5M0.93%49,141CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.4M0.91%16,673CommonSOLE
45782C573PNOVINNOVATOR ETFS TRUST$3.4M0.90%76,449CommonSOLE
97717Y477QGRWWISDOMTREE TR$3.4M0.89%50,902CommonSOLE
020002101ALLALLSTATE CORP$3.2M0.86%13,593CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$3.2M0.85%11,391CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.1M0.83%6,380CommonSOLE
46266C105IQVIQVIA HLDGS INC$3.1M0.83%16,180CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.1M0.83%8,317CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$3.1M0.82%34,411CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.0M0.78%3,031CommonSOLE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$2.9M0.78%79,677CommonSOLE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$2.9M0.78%58,637CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.9M0.76%84,074CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.8M0.75%16,092CommonSOLE
G8473T100STESTERIS PLC$2.8M0.73%13,195CommonSOLE
30303M102METAMETA PLATFORMS INC$2.8M0.73%4,930CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.7M0.71%10,766CommonSOLE
871607107SNPSSYNOPSYS INC$2.7M0.71%5,992CommonSOLE
336917109FDLFIRST TR EXCHANGE-TRADED FD$2.6M0.70%54,138CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.6M0.69%30,569CommonSOLE
79466L302CRMSALESFORCE INC$2.6M0.68%16,322CommonSOLE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$2.6M0.67%91,357CommonSOLE
17275R102CSCOCISCO SYS INC$2.5M0.67%21,527CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$2.5M0.66%47,246CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.5M0.65%6,417CommonSOLE
74348A467NOBLPROSHARES TR$2.2M0.59%39,410CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.1M0.56%8,896CommonSOLE
69374H709GCOWPACER FDS TR$1.9M0.50%44,032CommonSOLE
97717X669DGRWWISDOMTREE TR$1.8M0.48%18,798CommonSOLE
166764100CVXCHEVRON CORPORATION$1.8M0.46%10,589CommonSOLE
872540109TJXTJX COS INC NEW$1.7M0.46%11,523CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.7M0.46%3,424CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.7M0.46%7,796CommonSOLE
92826C839VVISA INC$1.7M0.46%5,059CommonSOLE
548661107LOWLOWES COS INC$1.7M0.45%7,686CommonSOLE
69374H360COWGPACER FDS TR$1.7M0.45%42,124CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$1.7M0.44%34,444CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.6M0.44%27,121CommonSOLE
742718109PGPROCTER & GAMBLE CO$1.6M0.43%10,986CommonSOLE
032095101APHAMPHENOL CORP$1.6M0.42%8,977CommonSOLE
580135101MCDMCDONALDS CORP$1.6M0.42%5,841CommonSOLE
G0593M107AZNASTRAZENECA PLC$1.5M0.40%8,006CommonSOLE
191216100KOCOCA COLA CO$1.5M0.39%18,370CommonSOLE
031162100AMGNAMGEN INC$1.5M0.39%4,108CommonSOLE
46429B697USMVISHARES TR$1.5M0.39%15,393CommonSOLE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$1.5M0.39%32,310CommonSOLE
713448108PEPPEPSICO INC$1.5M0.39%10,804CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.5M0.39%11,547CommonSOLE
664925708ESNNORTHERN LTS FD TR II$1.5M0.38%72,927CommonSOLE
863667101SYKSTRYKER CORPORATION$1.4M0.37%4,396CommonSOLE
97717Y527USFRWISDOMTREE TR$1.4M0.36%27,268CommonSOLE
291011104EMREMERSON ELEC CO$1.4M0.36%9,536CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.4M0.36%23,558CommonSOLE
747525103QCOMQUALCOMM INC$1.4M0.36%7,314CommonSOLE
69374H881COWZPACER FDS TR$1.3M0.35%21,569CommonSOLE
G54950103LINLINDE PLC$1.3M0.35%2,567CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.3M0.35%6,590CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1.3M0.34%15,932CommonSOLE
002824100ABTABBOTT LABORATORIES$1.3M0.33%13,923CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.3M0.33%25,218CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$1.2M0.33%11,440CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.2M0.32%1,063CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.2M0.31%10,768CommonSOLE
149123101CATCATERPILLAR INC$1.2M0.31%1,096CommonSOLE
097023105BABOEING CO$1.1M0.30%5,162CommonSOLE
00888H679SIXFAIM ETF PRODUCTS TRUST$1.0M0.27%29,433CommonSOLE
22822V101CCICROWN CASTLE INC$981,9910.26%12,967CommonSOLE
00888H646SIXDAIM ETF PRODUCTS TRUST$916,7250.24%29,730CommonSOLE
45782C425UFEBINNOVATOR ETFS TRUST$895,6750.24%23,174CommonSOLE
438516205HONHONEYWELL INTL INC$890,0030.24%3,974CommonSOLE
92189F643MOATVANECK ETF TRUST$887,2990.23%8,535CommonSOLE
46428Q109SLVISHARES SILVER TR$882,2550.23%16,500CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$877,2440.23%4,966CommonSOLE
43849R105HONAHONEYWELL AEROSPACE INC$872,8240.23%3,948CommonSOLE
33740U448QCJAFIRST TR EXCHNG TRADED FD VI$867,9400.23%37,147CommonSOLE
78464A755XMESPDR SERIES TRUST$836,8340.22%7,826CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$816,4230.22%18,721CommonSOLE
95040Q104WELLWELLTOWER INC$788,4940.21%3,474CommonSOLE
75513E101RTXRTX CORPORATION$775,6160.21%4,088CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$775,1820.21%39,702CommonSOLE
464287200IVVISHARES TR$754,1320.20%1,007CommonSOLE
464287523SOXXISHARES TR$742,6410.20%1,159CommonSOLE
92189H730SMOTVANECK ETF TRUST$742,3040.20%19,102CommonSOLE
19761L706RECSCOLUMBIA ETF TR I$731,6920.19%16,906CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$723,6760.19%36,894CommonSOLE
00888H869SIXJAIM ETF PRODUCTS TRUST$713,6580.19%19,563CommonSOLE
33740U513QMNVFIRST TR EXCHNG TRADED FD VI$697,9290.18%27,817CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$677,1400.18%1,329CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$621,6190.16%4,665CommonSOLE
68389X105ORCLORACLE CORP$615,3630.16%4,199CommonSOLE
922908769VTIVANGUARD INDEX FDS$571,7120.15%1,545CommonSOLE
464287101OEFISHARES TR$566,7330.15%1,549CommonSOLE
46137Y872PXJINVESCO EXCHANGE TRADED FD T$555,9410.15%14,421CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$555,1910.15%27,262CommonSOLE
45784N643ZJUNINNOVATOR ETFS TRUST$554,5570.15%20,243CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$554,0320.15%2,908CommonSOLE
78464A201SLYGSPDR SERIES TRUST$539,3020.14%4,527CommonSOLE
78464A300SLYVSPDR SERIES TRUST$537,6940.14%4,928CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$526,6650.14%10,429CommonSOLE
00888H661SIXPAIM ETF PRODUCTS TRUST$513,1700.14%15,205CommonSOLE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$496,7410.13%4,324CommonSOLE
594972408MSTRSTRATEGY INC$495,3270.13%5,698CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$475,4570.13%16,172CommonSOLE
45782C730UJUNINNOVATOR ETFS TRUST$473,4640.13%12,285CommonSOLE
316773100FITBFIFTH THIRD BANCORP$471,7040.12%8,368CommonSOLE
37954Y269QYLGGLOBAL X FDS$460,6820.12%15,199CommonSOLE
209115104EDCONSOLIDATED EDISON INC$444,4010.12%4,017CommonSOLE
33740F151QCOCFIRST TR EXCHNG TRADED FD VI$441,3330.12%18,452CommonSOLE
02209S103MOALTRIA GROUP INC$421,2670.11%5,855CommonSOLE
92189H102DURAVANECK ETF TRUST$419,6030.11%11,296CommonSOLE
458140100INTCINTEL CORP$415,7050.11%2,977CommonSOLE
233331107DTEDTE ENERGY CO$414,7510.11%2,722CommonSOLE
58933Y105MRKMERCK & CO INC$398,9930.11%3,105CommonSOLE
00888H653SIXZAIM ETF PRODUCTS TRUST$395,8000.10%12,555CommonSOLE
97717W208DHSWISDOMTREE TR$393,9180.10%3,465CommonSOLE
147528103CASYCASEYS GEN STORES INC$375,1410.10%472CommonSOLE
30231G102XOMEXXON MOBIL CORP$359,5740.10%2,630CommonSOLE
244199105DEDEERE & CO$351,4190.09%554CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$350,3140.09%6,596CommonSOLE
45784N817ZJANINNOVATOR ETFS TRUST$347,1050.09%12,399CommonSOLE
38748G101BARGRANITESHARES GOLD TR$343,3970.09%8,687CommonSOLE
37954Y483QYLDGLOBAL X FDS$339,3150.09%18,411CommonSOLE
33740F714DJUNFIRST TR EXCHNG TRADED FD VI$333,1820.09%6,761CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$329,7980.09%3,221CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$328,1780.09%9,870CommonSOLE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$327,6910.09%7,596CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$324,7970.09%1,155CommonSOLE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$313,8950.08%4,905CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$313,6010.08%3,661CommonSOLE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$308,4580.08%6,109CommonSOLE
69344A107PULSPGIM ETF TR$308,2010.08%6,220CommonSOLE
00888H877SIXOAIM ETF PRODUCTS TRUST$307,6930.08%8,578CommonSOLE
33740F128QMFEFIRST TR EXCHNG TRADED FD VI$306,9360.08%12,636CommonSOLE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$302,4350.08%3,366CommonSOLE
45784N601AOCTINNOVATOR ETFS TRUST$301,3430.08%11,016CommonSOLE
464287556IBBISHARES TR$299,7390.08%1,576CommonSOLE
69374H857CALFPACER FDS TR$289,6920.08%5,724CommonSOLE
00888H471SPBXAIM ETF PRODUCTS TRUST$288,8940.08%9,905CommonSOLE
46138E263CGWINVESCO EXCH TRADED FD TR II$283,7560.08%4,317CommonSOLE
33740F268QMMYFIRST TR EXCHNG TRADED FD VI$281,6420.07%10,632CommonSOLE
46436E288LQDWISHARES TR$280,1320.07%11,660CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$278,2920.07%645CommonSOLE
H2906T109GRMNGARMIN LTD$273,1710.07%1,150CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$273,0280.07%2,328CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$267,9420.07%4,885CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$267,8380.07%6,223CommonSOLE
02079K107GOOGALPHABET INC$266,7640.07%755CommonSOLE
45784N742ZMARINNOVATOR ETFS TRUST$262,0610.07%9,288CommonSOLE
97717Y691WCLDWISDOMTREE TR$259,8770.07%8,107CommonSOLE
88160R101TSLATESLA INC$255,7250.07%608CommonSOLE
33734X200FGDFIRST TR EXCHANGE-TRADED FD$250,8020.07%7,840CommonSOLE
842587107SOSOUTHERN CO$243,1030.06%2,540CommonSOLE
88579Y101MMM3M CO$243,0270.06%1,501CommonSOLE
37954Y715BOTZGLOBAL X FDS$233,4070.06%6,152CommonSOLE
45783Y111ZAUGINNOVATOR ETFS TRUST$232,2860.06%8,436CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$232,1030.06%4,597CommonSOLE
595112103MUMICRON TECHNOLOGY INC$231,3500.06%202PUTSOLE
33737A108GRIDFIRST TR EXCHANGE-TRADED FD$223,1970.06%1,164CommonSOLE
718172109PMPHILIP MORRIS INTL INC$223,0620.06%1,233CommonSOLE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$220,8570.06%11,890CommonSOLE
45783Y236AJULINNOVATOR ETFS TRUST$210,4700.06%6,997CommonSOLE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$210,3450.06%4,440CommonSOLE
46429B663HDVISHARES TR$210,0980.06%7,665CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$209,6750.06%3,395CommonSOLE
46435GAA0IBDRISHARES TR$207,2630.05%8,554CommonSOLE
45784N874NNOVINNOVATOR ETFS TRUST$203,9950.05%6,487CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$127,0330.03%10,684CommonSOLE
67021W400BURUNUBURU INC$2,5670.00%20,040CommonSOLE

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.