Comprehensive Financial Consultants Institutional

Latest statistics and disclosures from Comprehensive Financial Consultants Institutional's latest quarterly 13F-HR filing:

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Positions held by Comprehensive Financial Consultants Institutional consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Comprehensive Financial Consultants Institutional

Comprehensive Financial Consultants Institutional holds 166 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 2.6 $7.0M 33k 210.86
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Apple (AAPL) 2.4 $6.6M -2% 29k 233.00
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Microsoft Corporation (MSFT) 2.3 $6.2M 14k 430.30
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Home Depot (HD) 2.0 $5.5M 14k 405.20
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Eaton Corp SHS (ETN) 2.0 $5.3M 16k 331.44
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Motorola Solutions Com New (MSI) 1.9 $5.2M 12k 449.63
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Wal-Mart Stores (WMT) 1.8 $4.9M -5% 61k 80.75
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Broadcom (AVGO) 1.7 $4.8M +857% 28k 172.50
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Best Buy (BBY) 1.7 $4.7M 45k 103.30
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Chubb (CB) 1.7 $4.7M 16k 288.39
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Johnson Ctls Intl SHS (JCI) 1.6 $4.5M +2% 58k 77.61
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Johnson & Johnson (JNJ) 1.6 $4.4M +3% 27k 162.06
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Marathon Petroleum Corp (MPC) 1.6 $4.4M 27k 162.91
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 1.6 $4.4M -4% 119k 36.52
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Verizon Communications (VZ) 1.6 $4.3M +2% 95k 44.91
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Air Products & Chemicals (APD) 1.5 $4.2M 14k 297.74
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Merck & Co (MRK) 1.5 $4.2M +2% 37k 113.56
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Cme (CME) 1.5 $4.0M +3% 18k 220.65
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Union Pacific Corporation (UNP) 1.5 $4.0M +2% 16k 246.48
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Eli Lilly & Co. (LLY) 1.5 $4.0M 4.5k 885.94
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Medtronic SHS (MDT) 1.4 $3.9M +3% 44k 90.03
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Comcast Corp Cl A (CMCSA) 1.4 $3.8M +3% 91k 41.77
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $3.7M 7.7k 488.07
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 1.3 $3.6M -4% 91k 39.25
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Analog Devices (ADI) 1.3 $3.5M +166% 15k 230.17
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Meta Platforms Cl A (META) 1.2 $3.4M 6.0k 572.44
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Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 1.1 $3.1M 107k 29.25
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Trane Technologies SHS (TT) 1.1 $3.1M 8.0k 388.73
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Devon Energy Corporation (DVN) 1.1 $3.1M +5% 79k 39.12
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Proshares Tr S&p 500 Dv Arist (NOBL) 1.1 $3.1M 29k 106.76
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.1 $3.0M 51k 57.83
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Amazon (AMZN) 1.1 $2.9M +8% 16k 186.33
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TJX Companies (TJX) 1.0 $2.6M 22k 117.54
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Allstate Corporation (ALL) 0.9 $2.6M 14k 189.65
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.9 $2.5M NEW 63k 40.05
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Intercontinental Exchange (ICE) 0.9 $2.5M 16k 160.64
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.5M 15k 165.85
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Fiserv (FI) 0.9 $2.4M 14k 179.65
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S&p Global (SPGI) 0.9 $2.4M 4.6k 516.62
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Cisco Systems (CSCO) 0.8 $2.3M -44% 44k 53.22
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UnitedHealth (UNH) 0.8 $2.3M 3.9k 584.68
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Advanced Micro Devices (AMD) 0.8 $2.3M +2% 14k 164.08
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Ishares Tr S&p 100 Etf (OEF) 0.8 $2.2M 8.1k 276.76
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Darden Restaurants (DRI) 0.8 $2.2M +5% 14k 164.13
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Visa Com Cl A (V) 0.8 $2.2M 7.9k 274.95
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salesforce (CRM) 0.8 $2.2M 7.9k 273.71
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Nxp Semiconductors N V (NXPI) 0.8 $2.1M 8.9k 240.01
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Steris Shs Usd (STE) 0.8 $2.1M 8.8k 242.54
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.8 $2.1M +13% 69k 30.83
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L3harris Technologies (LHX) 0.8 $2.1M 8.8k 237.87
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First Tr Morningstar Divid L SHS (FDL) 0.8 $2.1M -4% 49k 41.95
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Diamondback Energy (FANG) 0.7 $2.0M 12k 172.40
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Iqvia Holdings (IQV) 0.7 $2.0M 8.4k 236.97
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Vanguard Specialized Funds Div App Etf (VIG) 0.7 $2.0M -3% 10k 198.06
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.7 $1.9M 19k 96.95
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Northrop Grumman Corporation (NOC) 0.7 $1.8M 3.5k 528.07
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Halliburton Company (HAL) 0.6 $1.7M 58k 29.05
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Lowe's Companies (LOW) 0.6 $1.7M 6.2k 270.85
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First Tr Value Line Divid In SHS (FVD) 0.6 $1.7M 37k 45.49
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Procter & Gamble Company (PG) 0.6 $1.7M 9.6k 173.20
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Waste Management (WM) 0.6 $1.6M 7.9k 207.60
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Pacer Fds Tr Pacer Us Small (CALF) 0.6 $1.6M 35k 46.52
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Honeywell International (HON) 0.6 $1.6M 7.7k 206.71
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Chevron Corporation (CVX) 0.6 $1.6M 11k 147.27
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Stryker Corporation (SYK) 0.6 $1.6M 4.4k 361.26
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Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.6M -8% 17k 91.31
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First Tr Exchange Traded Growth Strength (FTGS) 0.6 $1.5M 49k 31.22
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.6 $1.5M NEW 34k 44.12
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McDonald's Corporation (MCD) 0.5 $1.5M 4.9k 304.51
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Edwards Lifesciences (EW) 0.5 $1.5M +3% 23k 65.99
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Pepsi (PEP) 0.5 $1.5M 8.6k 170.05
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Amgen (AMGN) 0.5 $1.5M -8% 4.6k 322.21
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Abbott Laboratories (ABT) 0.5 $1.3M 12k 114.02
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Astrazeneca Sponsored Adr (AZN) 0.5 $1.3M -4% 17k 77.91
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Qualcomm (QCOM) 0.5 $1.3M 7.5k 170.05
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 2.2k 576.82
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Coca-Cola Company (KO) 0.4 $1.2M 17k 71.86
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Adobe Systems Incorporated (ADBE) 0.4 $1.2M 2.4k 517.78
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Linde SHS (LIN) 0.4 $1.2M -5% 2.5k 476.86
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Crown Castle Intl (CCI) 0.4 $1.2M +6% 10k 118.63
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Lauder Estee Cos Cl A (EL) 0.4 $1.2M +3% 12k 99.69
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Emerson Electric (EMR) 0.4 $1.2M 11k 109.37
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Bristol Myers Squibb (BMY) 0.4 $1.2M +3% 23k 51.74
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Morgan Stanley Com New (MS) 0.4 $1.2M 11k 104.24
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Truist Financial Corp equities (TFC) 0.4 $1.1M -3% 27k 42.77
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Duke Energy Corp Com New (DUK) 0.4 $1.1M 9.3k 115.30
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Wintrust Financial Corporation (WTFC) 0.4 $1.1M -5% 9.9k 108.53
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Ishares Tr Core High Dv Etf (HDV) 0.4 $1.1M -4% 9.0k 117.62
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United Parcel Service CL B (UPS) 0.4 $1.0M +7% 7.6k 136.34
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Wisdomtree Tr Us Quality Grow (QGRW) 0.4 $1.0M NEW 22k 45.62
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Capital One Financial (COF) 0.4 $996k -3% 6.7k 149.73
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $986k -49% 5.5k 179.30
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $979k 1.7k 573.76
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $941k 11k 83.21
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $917k -2% 3.2k 283.16
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Boeing Company (BA) 0.3 $888k 5.8k 152.04
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $871k +18% 17k 50.22
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $846k 43k 19.56
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $832k -5% 14k 59.21
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Nike CL B (NKE) 0.3 $831k 9.4k 88.40
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Kimberly-Clark Corporation (KMB) 0.3 $827k 5.8k 142.28
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $822k +20% 18k 45.24
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Lockheed Martin Corporation (LMT) 0.3 $811k 1.4k 584.56
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $785k 38k 20.65
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Target Corporation (TGT) 0.3 $781k 5.0k 155.86
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Microstrategy Cl A New (MSTR) 0.3 $739k +973% 4.4k 168.60
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $732k 37k 19.72
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.3 $717k 34k 21.12
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $651k 7.5k 86.82
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $616k 6.6k 93.11
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.2 $609k 11k 54.48
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Oracle Corporation (ORCL) 0.2 $597k 3.5k 170.40
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Caterpillar (CAT) 0.2 $591k 1.5k 391.12
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Ishares Tr Ishares Biotech (IBB) 0.2 $573k -6% 3.9k 145.60
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $570k -11% 9.3k 61.20
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Exxon Mobil Corporation (XOM) 0.2 $557k +4% 4.8k 117.22
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Innovator Etfs Trust Equity Defined (AAPR) 0.2 $549k 21k 26.22
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Select Sector Spdr Tr Technology (XLK) 0.2 $548k -4% 2.4k 225.76
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Raytheon Technologies Corp (RTX) 0.2 $543k 4.5k 121.16
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Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.2 $539k -21% 9.4k 57.07
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.2 $529k +3% 15k 36.49
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Welltower Inc Com reit (WELL) 0.2 $507k 4.0k 128.03
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $506k -13% 3.3k 154.02
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Dex (DXCM) 0.2 $492k +13% 7.3k 67.04
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.2 $485k +9% 11k 42.56
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $484k -2% 4.2k 114.97
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Select Sector Spdr Tr Energy (XLE) 0.2 $442k -8% 5.0k 87.80
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Consolidated Edison (ED) 0.2 $429k 4.1k 104.13
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.2 $416k NEW 10k 41.41
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $415k +2% 20k 20.56
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $409k 14k 30.23
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DTE Energy Company (DTE) 0.1 $396k 3.1k 128.41
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First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $393k 16k 24.64
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.1 $382k 9.6k 39.97
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Ishares Tr Invt Grd Corp Bd (LQDW) 0.1 $366k +19% 13k 28.40
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Ishares Silver Tr Ishares (SLV) 0.1 $361k 13k 28.41
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $354k -16% 4.3k 83.00
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NVIDIA Corporation (NVDA) 0.1 $352k +17% 2.9k 121.44
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $336k 4.2k 80.30
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $331k +4% 6.7k 49.78
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Cummins (CMI) 0.1 $319k 985.00 323.79
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Constellation Energy (CEG) 0.1 $317k 1.2k 260.02
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Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $306k NEW 9.0k 33.91
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Altria (MO) 0.1 $302k -6% 5.9k 51.04
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Jackson Financial Com Cl A (JXN) 0.1 $295k 3.2k 91.23
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $281k NEW 7.7k 36.38
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Comerica Incorporated (CMA) 0.1 $276k -5% 4.6k 59.91
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Innovator Etfs Trust Equity Defined P (AJUL) 0.1 $270k NEW 10k 26.93
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International Business Machines (IBM) 0.1 $256k 1.2k 221.08
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Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.1 $255k 5.5k 46.46
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Abbvie (ABBV) 0.1 $255k 1.3k 197.48
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.1 $249k 6.9k 36.24
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Alps Etf Tr Equal Sec Etf (EQL) 0.1 $247k 1.9k 127.58
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Deere & Company (DE) 0.1 $244k 584.00 417.33
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Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.1 $244k 9.7k 25.10
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.1 $235k -6% 4.6k 51.21
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Clorox Company (CLX) 0.1 $224k NEW 1.4k 162.91
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Southern Company (SO) 0.1 $224k NEW 2.5k 90.18
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Mondelez Intl Cl A (MDLZ) 0.1 $219k NEW 3.0k 73.67
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Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.1 $218k 9.0k 24.30
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Garmin SHS (GRMN) 0.1 $214k NEW 1.2k 176.03
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ConocoPhillips (COP) 0.1 $207k 2.0k 105.28
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3M Company (MMM) 0.1 $205k NEW 1.5k 136.70
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $201k NEW 1.4k 142.04
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Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $201k NEW 7.7k 25.97
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Rigetti Computing Common Stock (RGTI) 0.0 $20k 25k 0.78
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Past Filings by Comprehensive Financial Consultants Institutional

SEC 13F filings are viewable for Comprehensive Financial Consultants Institutional going back to 2021