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Comprehensive Financial Consultants Institutional

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

Top 5 stock holdings are JPM, QQQ, AAPL, MSFT, AVGO, and represent 12.21% of Comprehensive Financial Consultants Institutional's stock portfolio.
Added to shares of these 10 stocks: DJUL, IWM, FTGS, COWG, ABBV, GCOW, SNPS, ZAUG, CMG, QQQ.
Started 10 new stock positions in WCLD, SGVT, JAAA, DJUL, ZAUG, SIXJ, VHT, UAUG, QYLG, GOOG.
Reduced shares in these 10 stocks: DSEP, OEF, AVGO, ICE, COWZ, NKE, NOBL, JCI, CALF, MRK.
Sold out of its positions in DSEP, AAPR, ICE, EL, NKE, RGTI, TGT.
Comprehensive Financial Consultants Institutional was a net buyer of stock by $3.7M.
Comprehensive Financial Consultants Institutional has $323M in assets under management (AUM), dropping by 5.92%.
Central Index Key (CIK): 0001915714

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Portfolio Holdings for Comprehensive Financial Consultants Institutional

Comprehensive Financial Consultants Institutional holds 185 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JPMorgan Chase & Co. (JPM)	2.8	$9.0M	-3%	29k	315.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$8.4M	+4%	14k	600.37	View chart
Apple (AAPL)	2.4	$7.6M		30k	254.63	View chart
Microsoft Corporation (MSFT)	2.3	$7.5M		15k	517.95	View chart
Broadcom (AVGO)	2.1	$6.9M	-13%	21k	329.91	View chart
Home Depot (HD)	1.9	$6.0M	+2%	15k	405.19	View chart
Eaton Corp SHS (ETN)	1.8	$5.9M		16k	374.25	View chart
Marathon Petroleum Corp (MPC)	1.8	$5.7M	+2%	30k	192.74	View chart
Johnson & Johnson (JNJ)	1.7	$5.6M	+2%	30k	185.42	View chart
Wal-Mart Stores (WMT)	1.7	$5.5M		53k	103.06	View chart
Johnson Ctls Intl SHS (JCI)	1.7	$5.3M	-11%	49k	109.95	View chart
Abbvie (ABBV)	1.6	$5.3M	+22%	23k	231.54	View chart
Motorola Solutions Com New (MSI)	1.6	$5.1M	+2%	11k	457.29	View chart
Analog Devices (ADI)	1.5	$4.9M	+2%	20k	245.70	View chart
Verizon Communications (VZ)	1.5	$4.8M	+4%	110k	43.95	View chart
Cme (CME)	1.5	$4.8M	+3%	18k	270.19	View chart
Chubb (CB)	1.5	$4.8M	+3%	17k	282.25	View chart
Medtronic SHS (MDT)	1.4	$4.6M		48k	95.24	View chart
Union Pacific Corporation (UNP)	1.4	$4.5M	+4%	19k	236.37	View chart
Air Products & Chemicals (APD)	1.3	$4.3M	+3%	16k	272.72	View chart
Best Buy (BBY)	1.3	$4.3M	+4%	57k	75.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$4.3M	+7%	6.4k	666.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	1.3	$4.2M		110k	38.05	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	1.3	$4.1M		127k	31.88	View chart
Comcast Corp Cl A (CMCSA)	1.2	$3.9M	+4%	124k	31.42	View chart
Eli Lilly & Co. (LLY)	1.1	$3.6M	-4%	4.7k	763.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	1.1	$3.6M		87k	41.06	View chart
Amazon (AMZN)	1.1	$3.5M	+6%	16k	219.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.5M	-4%	14k	243.10	View chart
Fidelity National Information Services (FIS)	1.1	$3.4M	+8%	52k	65.94	View chart
Morgan Stanley Com New (MS)	1.0	$3.1M	-2%	19k	158.96	View chart
Ge Vernova (GEV)	0.9	$3.0M	+2%	5.0k	614.90	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.9	$3.0M	+3%	92k	32.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.9	$2.9M	NEW	63k	46.70	View chart
Advanced Micro Devices (AMD)	0.9	$2.9M	-12%	18k	161.79	View chart
TJX Companies (TJX)	0.9	$2.9M		20k	144.54	View chart
Darden Restaurants (DRI)	0.9	$2.9M	+3%	15k	190.36	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.9	$2.8M	+65%	78k	35.91	View chart
Meta Platforms Cl A (META)	0.9	$2.8M	-2%	3.8k	734.38	View chart
Iqvia Holdings (IQV)	0.8	$2.7M		14k	189.94	View chart
Trane Technologies SHS (TT)	0.8	$2.6M		6.3k	421.96	View chart
Allstate Corporation (ALL)	0.8	$2.6M	+2%	12k	214.65	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.8	$2.6M	+9%	45k	57.36	View chart
Cadence Design Systems (CDNS)	0.8	$2.6M		7.4k	351.26	View chart
Nxp Semiconductors N V (NXPI)	0.8	$2.6M	+2%	11k	227.73	View chart
Steris Shs Usd (STE)	0.8	$2.5M	+2%	10k	247.44	View chart
UnitedHealth (UNH)	0.8	$2.5M	+4%	7.2k	345.30	View chart
Edwards Lifesciences (EW)	0.8	$2.5M	+4%	32k	77.77	View chart
Visa Com Cl A (V)	0.8	$2.4M		7.2k	341.38	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$2.4M	-22%	23k	103.07	View chart
First Tr Exchange-traded SHS (FDL)	0.7	$2.4M		54k	43.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$2.3M	+253%	9.5k	241.96	View chart
S&p Global (SPGI)	0.7	$2.3M		4.7k	486.71	View chart
Synopsys (SNPS)	0.7	$2.3M	+42%	4.6k	493.39	View chart
Diamondback Energy (FANG)	0.7	$2.3M	+5%	16k	143.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$2.1M		9.9k	215.79	View chart
Northrop Grumman Corporation (NOC)	0.6	$2.1M		3.4k	609.32	View chart
salesforce (CRM)	0.6	$2.1M		8.7k	237.00	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$2.0M	+7%	20k	99.11	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.6	$1.9M	+7%	39k	48.86	View chart
Chipotle Mexican Grill (CMG)	0.6	$1.9M	+34%	49k	39.19	View chart
Fiserv (FI)	0.6	$1.8M	+8%	14k	128.93	View chart
Strategy Cl A New (MSTR)	0.6	$1.8M		5.6k	322.21	View chart
Lowe's Companies (LOW)	0.5	$1.7M	-2%	6.9k	251.31	View chart
Cisco Systems (CSCO)	0.5	$1.7M	-11%	25k	68.42	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.5	$1.7M	+85%	43k	39.62	View chart
Stryker Corporation (SYK)	0.5	$1.7M		4.5k	369.67	View chart
Chevron Corporation (CVX)	0.5	$1.7M		11k	155.29	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$1.6M		35k	46.24	View chart
Waste Management (WM)	0.5	$1.6M		7.2k	220.83	View chart
Dex (DXCM)	0.5	$1.6M	+11%	24k	67.29	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$1.6M	-37%	27k	57.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.5	$1.5M	+25%	60k	25.90	View chart
Honeywell International (HON)	0.5	$1.5M	+3%	7.3k	210.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.5M		16k	95.14	View chart
McDonald's Corporation (MCD)	0.4	$1.4M		4.8k	303.89	View chart
Procter & Gamble Company (PG)	0.4	$1.4M	+5%	9.3k	153.65	View chart
Abbott Laboratories (ABT)	0.4	$1.4M	+4%	10k	133.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.4M		2.0k	669.30	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$1.4M	+376%	38k	36.30	View chart
Pepsi (PEP)	0.4	$1.4M	+4%	9.7k	140.44	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$1.3M	+9%	15k	88.96	View chart
Astrazeneca Sponsored Adr (AZN)	0.4	$1.3M		17k	76.72	View chart
Emerson Electric (EMR)	0.4	$1.3M		9.9k	131.18	View chart
Qualcomm (QCOM)	0.4	$1.3M		7.7k	166.36	View chart
Oracle Corporation (ORCL)	0.4	$1.2M		4.4k	281.24	View chart
Amgen (AMGN)	0.4	$1.2M		4.3k	282.20	View chart
Boeing Company (BA)	0.4	$1.2M	-3%	5.6k	215.83	View chart
Adobe Systems Incorporated (ADBE)	0.4	$1.2M	+5%	3.3k	352.75	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$1.1M	+19%	23k	50.27	View chart
Truist Financial Corp equities (TFC)	0.4	$1.1M		25k	45.72	View chart
Linde SHS (LIN)	0.3	$1.1M		2.3k	475.00	View chart
Coca-Cola Company (KO)	0.3	$1.1M	+4%	16k	66.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.3	$1.1M	-2%	23k	46.54	View chart
Crown Castle Intl (CCI)	0.3	$1.1M	+11%	11k	96.49	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.1M		8.5k	123.75	View chart
Bristol Myers Squibb (BMY)	0.3	$1.0M	+4%	23k	45.10	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$1.0M	+5%	14k	76.01	View chart
NVIDIA Corporation (NVDA)	0.3	$1.0M	-2%	5.5k	186.58	View chart
Capital One Financial (COF)	0.3	$1.0M	-7%	4.7k	212.58	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$1.0M	+5%	15k	67.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$877k	-58%	2.6k	332.84	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.3	$841k		24k	35.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$831k	-2%	43k	19.56	View chart
United Parcel Service CL B (UPS)	0.3	$813k	+7%	9.7k	83.53	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$798k		18k	44.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$777k	-2%	39k	19.71	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$770k	+3%	5.0k	155.45	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$758k		37k	20.69	View chart
Raytheon Technologies Corp (RTX)	0.2	$719k		4.3k	167.33	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.2	$717k		20k	36.08	View chart
Kimberly-Clark Corporation (KMB)	0.2	$712k		5.7k	124.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$696k	-20%	2.1k	328.17	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$689k		2.4k	281.86	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.2	$685k	+2%	7.4k	93.19	View chart
Lockheed Martin Corporation (LMT)	0.2	$675k	-3%	1.4k	499.22	View chart
Caterpillar (CAT)	0.2	$667k	-6%	1.4k	477.15	View chart
Aim Etf Products Trust Allianzim U S La (SIXD)	0.2	$648k		23k	28.34	View chart
Aim Etf Products Trust Allianzim U S La (SIXF)	0.2	$633k	+22%	20k	31.10	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$629k	-31%	7.1k	88.65	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$629k	-28%	6.7k	94.31	View chart
Welltower Inc Com reit (WELL)	0.2	$619k	-12%	3.5k	178.14	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.2	$583k	NEW	22k	26.46	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$582k		28k	20.57	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$574k		2.1k	271.12	View chart
Invesco Exchange Traded Fd T Oil & Gas Servic (PXJ)	0.2	$543k		20k	27.23	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$532k	-4%	11k	49.31	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$478k	+8%	8.9k	53.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.1	$464k		22k	21.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq (QMFE)	0.1	$458k		21k	21.66	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$450k	+18%	4.7k	96.68	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$431k		10k	42.37	View chart
Cummins (CMI)	0.1	$416k		984.00	422.37	View chart
Consolidated Edison (ED)	0.1	$414k		4.1k	100.52	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$412k		16k	25.85	View chart
Constellation Energy (CEG)	0.1	$402k		1.2k	329.07	View chart
Altria (MO)	0.1	$387k		5.9k	66.06	View chart
DTE Energy Company (DTE)	0.1	$385k		2.7k	141.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$381k		9.0k	42.14	View chart
Vaneck Etf Trust Durable Hgh Div (DURA)	0.1	$378k	+5%	11k	33.92	View chart
Schwab Strategic Tr Government Money (SGVT)	0.1	$358k	NEW	3.6k	100.62	View chart
Exxon Mobil Corporation (XOM)	0.1	$349k	-21%	3.1k	112.75	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$343k	-6%	6.9k	49.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.1	$339k	+14%	6.0k	56.10	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$331k		8.7k	38.06	View chart
Jackson Financial Com Cl A (JXN)	0.1	$327k		3.2k	101.23	View chart
International Business Machines (IBM)	0.1	$326k		1.2k	282.16	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$313k		18k	17.01	View chart
Micron Technology (MU)	0.1	$312k	+12%	1.9k	167.32	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.1	$310k		12k	25.27	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$307k	-2%	3.4k	89.34	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$305k		3.1k	98.59	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$302k		3.0k	100.75	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.1	$299k		11k	26.26	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$294k		7.7k	38.02	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$291k	-68%	6.6k	43.78	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$289k		4.5k	64.24	View chart
Aim Etf Products Trust Allianzim Us Lrg (SIXP)	0.1	$289k	+7%	9.4k	30.81	View chart
Merck & Co (MRK)	0.1	$287k	-68%	3.4k	83.93	View chart
Garmin SHS (GRMN)	0.1	$283k	-4%	1.2k	246.22	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$282k	NEW	5.6k	50.78	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.1	$282k	NEW	8.5k	33.34	View chart
Tesla Motors (TSLA)	0.1	$281k	-11%	632.00	444.72	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.1	$280k	NEW	9.5k	29.32	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$273k	-4%	2.2k	122.45	View chart
Deere & Company (DE)	0.1	$267k		584.00	457.26	View chart
Casey's General Stores (CASY)	0.1	$267k		472.00	565.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$261k		6.5k	40.47	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$254k	-14%	3.9k	65.56	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$254k	-9%	1.8k	144.37	View chart
Southern Company (SO)	0.1	$245k	-11%	2.6k	94.77	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$240k		8.9k	26.88	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$236k	+2%	13k	18.81	View chart
Vanguard World Health Car Etf (VHT)	0.1	$235k	NEW	905.00	259.60	View chart
3M Company (MMM)	0.1	$233k		1.5k	155.18	View chart
Comerica Incorporated (CMA)	0.1	$230k	-4%	3.4k	68.52	View chart
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)	0.1	$225k		8.9k	25.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$224k		10k	22.02	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$222k	NEW	5.6k	39.31	View chart
Philip Morris International (PM)	0.1	$218k		1.3k	162.20	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.1	$218k		9.0k	24.30	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$211k		7.4k	28.62	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.1	$207k	NEW	5.9k	35.17	View chart
Netflix (NFLX)	0.1	$203k	-19%	169.00	1198.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$202k	NEW	830.00	243.55	View chart

Past Filings by Comprehensive Financial Consultants Institutional

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

Comprehensive Financial Consultants Institutional 2025 Q3 filed Oct. 16, 2025
Comprehensive Financial Consultants Institutional 2025 Q2 filed July 22, 2025
Comprehensive Financial Consultants Institutional 2024 Q4 filed Jan. 24, 2025
Comprehensive Financial Consultants Institutional 2024 Q3 filed Oct. 31, 2024
Comprehensive Financial Consultants Institutional 2024 Q2 filed July 17, 2024
Comprehensive Financial Consultants Institutional 2024 Q1 filed May 2, 2024
Comprehensive Financial Consultants Institutional 2023 Q4 filed Jan. 24, 2024
Comprehensive Financial Consultants Institutional 2023 Q3 filed Nov. 13, 2023
Comprehensive Financial Consultants Institutional 2023 Q2 filed July 24, 2023
Comprehensive Financial Consultants Institutional 2023 Q1 filed April 19, 2023
Comprehensive Financial Consultants Institutional 2022 Q4 filed Jan. 30, 2023
Comprehensive Financial Consultants Institutional 2022 Q3 filed Nov. 14, 2022
Comprehensive Financial Consultants Institutional 2022 Q2 filed Aug. 9, 2022
Comprehensive Financial Consultants Institutional 2022 Q1 filed May 11, 2022
Comprehensive Financial Consultants Institutional 2021 Q4 filed March 10, 2022

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