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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 QQQ, AAPL, MSFT, JPM, LLY, and represent 11.92% of Comprehensive Financial Consultants Institutional's stock portfolio.
Added to shares of these 10 stocks: WFC, UNH, AMAT, RSP, APH, GAUG, QMAG, NEE, EQIX, DAUG.
Started 15 new stock positions in QCJL, EQIX, AMAT, MOO, DAUG, NEE, UNH, XOM, WFC, QMAG. PSEP, GAUG, COP, RSP, ZSEP.
Reduced shares in these 10 stocks: BBY, GNOV, , PNOV, SPY, STE, MPC, LOW, MU, DGRW.
Sold out of its positions in BBY, BTI, Exxon Mobil Corporation, FGD, RDVI, TDIV, KNG, QMNV, GNOV, SDVY. QYLG, QYLD, PNOV, NNOV, LQDW, BURU, XLY, DURA, DHS, ZTS, STE.
Comprehensive Financial Consultants Institutional was a net seller of stock by $-10M.
Comprehensive Financial Consultants Institutional has $371M in assets under management (AUM), dropping by -1.93%.
Central Index Key (CIK): 0001915714

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Portfolio Holdings for Comprehensive Financial Consultants Institutional

Comprehensive Financial Consultants Institutional holds 198 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$11M	+2%	14k	739.77	View chart
Apple (AAPL)	2.4	$8.9M	-5%	27k	333.03	View chart
Microsoft Corporation (MSFT)	2.3	$8.4M	-4%	16k	512.90	View chart
JPMorgan Chase & Co. (JPM)	2.3	$8.4M	-2%	25k	330.83	View chart
Eli Lilly & Co. (LLY)	2.2	$8.1M		7.0k	1157.08	View chart
Marathon Petroleum Corp (MPC)	2.1	$7.7M	-20%	20k	395.42	View chart
Johnson & Johnson (JNJ)	1.7	$6.4M	-4%	24k	264.74	View chart
Eaton Corp SHS (ETN)	1.7	$6.3M	-4%	15k	429.71	View chart
Analog Devices (ADI)	1.6	$5.8M	-6%	15k	396.71	View chart
Johnson Controls Internation SHS (JCI)	1.6	$5.8M	-5%	39k	148.65	View chart
Broadcom (AVGO)	1.6	$5.8M	-4%	17k	351.19	View chart
Advanced Micro Devices (AMD)	1.5	$5.4M	-5%	8.9k	611.76	View chart
Abbvie (ABBV)	1.4	$5.4M	-6%	21k	261.59	View chart
Wal-Mart Stores (WMT)	1.4	$5.1M	-3%	49k	103.92	View chart
Home Depot (HD)	1.4	$5.1M		18k	284.49	View chart
Chubb (CB)	1.4	$5.0M	-4%	16k	325.25	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	1.3	$5.0M	+5%	144k	34.54	View chart
Motorola Solutions Com New (MSI)	1.3	$5.0M	-5%	11k	445.97	View chart
Union Pacific Corporation (UNP)	1.3	$5.0M	-6%	18k	272.13	View chart
Verizon Communications (VZ)	1.3	$4.9M		106k	45.87	View chart
Cme (CME)	1.3	$4.9M	-3%	19k	261.98	View chart
Air Products & Chemicals (APD)	1.3	$4.7M	-2%	17k	278.23	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.2	$4.6M	+16%	131k	34.95	View chart
Wells Fargo & Company (WFC)	1.2	$4.6M	NEW	57k	80.05	View chart
Service Corporation International (SCI)	1.1	$4.2M		55k	76.15	View chart
Iqvia Holdings (IQV)	1.1	$4.1M	-5%	15k	268.85	View chart
Amazon (AMZN)	1.1	$4.1M		16k	249.15	View chart
NVIDIA Corporation (NVDA)	1.1	$4.0M	-3%	18k	228.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$3.8M		11k	344.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$3.7M	-2%	14k	277.89	View chart
salesforce (CRM)	1.0	$3.7M		16k	229.57	View chart
Realty Income (O)	1.0	$3.7M	+8%	68k	54.30	View chart
Cummins (CMI)	1.0	$3.7M	+7%	7.1k	516.57	View chart
UnitedHealth (UNH)	1.0	$3.6M	NEW	9.9k	367.08	View chart
Meta Platforms Cl A (META)	1.0	$3.6M		5.0k	725.18	View chart
Entergy Corporation (ETR)	1.0	$3.5M	-2%	36k	99.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$3.5M	+33%	41k	84.96	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.9	$3.4M	-2%	49k	68.68	View chart
Ge Vernova (GEV)	0.9	$3.4M		3.6k	950.49	View chart
Darden Restaurants (DRI)	0.9	$3.2M		17k	193.25	View chart
Amphenol Corp Cl A (APH)	0.8	$3.0M	+302%	36k	84.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.8	$3.0M		59k	51.19	View chart
Edwards Lifesciences (EW)	0.8	$3.0M		35k	86.32	View chart
Diamondback Energy (FANG)	0.8	$3.0M		16k	183.81	View chart
Parker-Hannifin Corporation (PH)	0.8	$3.0M	+2%	3.1k	955.42	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.8	$3.0M		78k	37.92	View chart
Allstate Corporation (ALL)	0.8	$3.0M		13k	221.86	View chart
Applied Materials (AMAT)	0.8	$3.0M	NEW	5.8k	511.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$2.9M	NEW	14k	208.02	View chart
Trane Technologies SHS (TT)	0.8	$2.9M		6.5k	451.98	View chart
Cadence Design Systems (CDNS)	0.8	$2.9M	+4%	8.7k	330.19	View chart
Constellation Energy (CEG)	0.8	$2.9M	+4%	11k	254.02	View chart
Morgan Stanley Com New (MS)	0.8	$2.9M	-12%	15k	188.08	View chart
Nxp Semiconductors N V (NXPI)	0.8	$2.8M	+3%	12k	237.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.8	$2.8M	+7%	98k	28.54	View chart
Synopsys (SNPS)	0.8	$2.8M	+7%	6.4k	434.94	View chart
Chipotle Mexican Grill (CMG)	0.7	$2.7M		85k	31.95	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.7	$2.7M	+4%	50k	53.88	View chart
S&p Global (SPGI)	0.7	$2.6M	+3%	6.6k	394.47	View chart
First Tr Exchange-traded SHS (FDL)	0.6	$2.1M	-21%	43k	49.11	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$2.0M	-3%	38k	54.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.0M	-59%	2.6k	762.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.5	$1.9M	NEW	44k	42.10	View chart
Cisco Systems (CSCO)	0.5	$1.8M	-21%	17k	107.63	View chart
Visa Com Cl A (V)	0.5	$1.8M		5.1k	359.33	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.5	$1.8M	NEW	69k	26.32	View chart
Chevron Corporation (CVX)	0.5	$1.8M	-17%	8.8k	204.22	View chart
Procter & Gamble Company (PG)	0.4	$1.7M	+3%	11k	145.28	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$1.6M		35k	46.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.6M	-22%	6.9k	233.31	View chart
Northrop Grumman Corporation (NOC)	0.4	$1.6M	-2%	3.3k	483.48	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$1.6M	-4%	40k	39.88	View chart
TJX Companies (TJX)	0.4	$1.6M	+4%	12k	132.31	View chart
Waste Management (WM)	0.4	$1.6M		7.6k	203.92	View chart
Spdr Series Trust St Str P500val (SPYV)	0.4	$1.5M	-7%	25k	61.13	View chart
Coca-Cola Company (KO)	0.4	$1.5M	-3%	18k	86.08	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$1.5M		16k	97.44	View chart
Northern Lts Fd Tr Ii Essen 40 Stk Etf (ESN)	0.4	$1.5M		72k	20.28	View chart
Amgen (AMGN)	0.4	$1.5M	-15%	3.5k	421.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.4	$1.4M	-5%	30k	46.67	View chart
McDonald's Corporation (MCD)	0.4	$1.4M	+4%	6.1k	230.94	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.4M	-2%	21k	66.76	View chart
Qualcomm (QCOM)	0.4	$1.4M	+3%	7.6k	184.04	View chart
Pepsi (PEP)	0.4	$1.4M		11k	126.72	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$1.4M		28k	50.39	View chart
Emerson Electric (EMR)	0.4	$1.4M	-7%	8.9k	155.10	View chart
Duke Energy Corp Com New (DUK)	0.4	$1.3M	+2%	12k	114.01	View chart
Bristol Myers Squibb (BMY)	0.4	$1.3M	-8%	22k	62.40	View chart
Astrazeneca Ord (AZN)	0.4	$1.3M	+3%	8.3k	161.47	View chart
Abbott Laboratories (ABT)	0.3	$1.3M	-7%	13k	98.83	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$1.3M	-35%	28k	44.75	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$1.2M	+36%	23k	54.51	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$1.2M	-2%	16k	78.29	View chart
Capital One Financial (COF)	0.3	$1.2M	-5%	6.2k	193.07	View chart
Stryker Corporation (SYK)	0.3	$1.2M	-2%	4.3k	275.39	View chart
Nextera Energy (NEE)	0.3	$1.2M	NEW	16k	75.74	View chart
Linde SHS (LIN)	0.3	$1.2M	-3%	2.5k	474.65	View chart
Equinix (EQIX)	0.3	$1.2M	NEW	1.2k	1011.58	View chart
Kimberly-Clark Corporation (KMB)	0.3	$1.2M	+10%	12k	97.43	View chart
Aim Etf Products Trust Allianzim Us (SIXF)	0.3	$1.1M	+9%	32k	35.22	View chart
Truist Financial Corp equities (TFC)	0.3	$1.1M	-3%	24k	46.30	View chart
United Parcel Svcs CL B (UPS)	0.3	$1.1M	+2%	12k	93.44	View chart
Aim Etf Products Trust Alli 6 Bu10 Etf (SPBX)	0.3	$1.1M	+264%	36k	29.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.3	$1.1M	NEW	22k	47.55	View chart
Crown Castle Intl (CCI)	0.3	$1.0M	+20%	16k	66.65	View chart
Honeywell International (HON)	0.3	$1.0M	+23%	4.9k	210.94	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXP)	0.3	$1.0M	+93%	30k	34.51	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$1.0M	-44%	10k	97.24	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.3	$1.0M	+7%	32k	31.39	View chart
Boeing Company (BA)	0.3	$960k		5.2k	186.05	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.3	$930k	+14%	9.0k	103.56	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.2	$916k		23k	39.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$904k	NEW	19k	46.86	View chart
First Tr Exchng Traded Fd Vi Ft Ve Na 100 Co (QCJA)	0.2	$891k		37k	23.98	View chart
Caterpillar (CAT)	0.2	$889k		1.1k	810.79	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$888k		8.4k	105.71	View chart
Strategy Cl A New (MSTR)	0.2	$872k		5.7k	153.09	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$861k	+12%	5.6k	154.62	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$809k	+4%	20k	41.27	View chart
Welltower Inc Com reit (WELL)	0.2	$800k		3.5k	230.24	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.2	$779k	+6%	21k	37.30	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$775k		40k	19.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$771k		1.0k	765.85	View chart
Raytheon Technologies Corp (RTX)	0.2	$762k		4.1k	185.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$716k		37k	19.55	View chart
Vaneck Etf Trust Morn Smid Mo Etf (SMOT)	0.2	$706k		19k	37.47	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$704k	-7%	16k	45.09	View chart
Lockheed Martin Corporation (LMT)	0.2	$677k		1.3k	509.31	View chart
Invesco Exchange Traded Fd T Oil Gas Svc Etf (PXJ)	0.2	$626k		14k	43.41	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$577k		1.5k	374.24	View chart
Oracle Corporation (ORCL)	0.2	$577k		4.2k	137.30	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$573k	-3%	1.5k	382.08	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$570k	-13%	1.0k	568.64	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$549k		27k	20.12	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$503k		4.9k	102.15	View chart
Micron Technology (MU)	0.1	$493k	-63%	463.00	1065.11	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$484k		4.5k	106.97	View chart
Innovator Etfs Trust Equi Defi Sept (ZSEP)	0.1	$484k	NEW	17k	27.84	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$483k	-15%	2.5k	195.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$479k		12k	39.15	View chart
Honeywell Aerospace (HONA)	0.1	$467k	-23%	3.0k	154.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$453k		19k	24.55	View chart
Merck & Co (MRK)	0.1	$451k		3.1k	145.31	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$448k	+26%	11k	40.91	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$428k	NEW	2.6k	162.75	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$423k	-12%	4.1k	103.24	View chart
Jackson Financial Com Cl A (JXN)	0.1	$417k		3.2k	129.32	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.1	$416k	-25%	15k	27.73	View chart
Fifth Third Ban (FITB)	0.1	$412k	-2%	8.2k	50.58	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$406k		6.6k	61.50	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.1	$400k		12k	32.35	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$400k	+39%	15k	27.00	View chart
Altria (MO)	0.1	$384k	-2%	5.7k	67.34	View chart
Deere & Company (DE)	0.1	$372k		554.00	671.55	View chart
Intel Corporation (INTC)	0.1	$365k		3.0k	120.24	View chart
Dell Technologies CL C (DELL)	0.1	$346k		643.00	537.95	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$346k		3.4k	103.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$344k		6.9k	50.07	View chart
Consolidated Edison (ED)	0.1	$332k	-19%	3.2k	102.21	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$332k		1.6k	210.53	View chart
Garmin SHS (GRMN)	0.1	$330k		1.2k	286.84	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.1	$329k		8.1k	40.61	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.1	$327k	+3%	8.9k	36.63	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$325k	-7%	11k	28.43	View chart
Lowe's Companies (LOW)	0.1	$316k	-77%	1.7k	184.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq (QMFE)	0.1	$315k		13k	24.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$315k		6.1k	51.61	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.1	$314k		9.9k	31.83	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$305k		6.2k	49.46	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$301k		5.7k	53.28	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.1	$299k	-2%	11k	27.79	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$295k		3.7k	80.46	View chart
Casey's General Stores (CASY)	0.1	$287k		472.00	608.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$273k	NEW	11k	26.08	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$269k		4.3k	62.34	View chart
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR)	0.1	$266k		9.3k	28.63	View chart
DTE Energy Company (DTE)	0.1	$262k	-21%	2.1k	121.80	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.1	$258k	+9%	9.2k	27.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$258k		756.00	340.74	View chart
International Business Machines (IBM)	0.1	$254k		1.2k	219.93	View chart
3M Company (MMM)	0.1	$246k		1.5k	164.15	View chart
Philip Morris International (PM)	0.1	$235k		1.2k	190.82	View chart
ConocoPhillips (COP)	0.1	$234k	NEW	1.9k	125.15	View chart
Iridium Communications (IRDM)	0.1	$234k		4.9k	47.90	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$232k		4.6k	50.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$227k	-16%	5.2k	43.92	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$218k		6.2k	35.23	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$216k		12k	18.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$216k		4.4k	48.59	View chart
Tesla Motors (TSLA)	0.1	$216k		608.00	354.81	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$215k		11k	20.12	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$214k		7.7k	27.96	View chart
Innovator Etfs Trust Equity Define 28 (AJUL)	0.1	$211k		7.0k	30.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.1	$211k	-25%	3.6k	57.92	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$206k		1.2k	177.11	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.1	$203k	NEW	2.5k	81.47	View chart
Southern Company (SO)	0.1	$202k	-3%	2.4k	82.89	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.1	$202k	-2%	8.3k	24.24	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 2026 Q3 filed Oct. 15, 2026
Comprehensive Financial Consultants Institutional 2026 Q2 filed July 15, 2026
Comprehensive Financial Consultants Institutional 2026 Q1 filed May 8, 2026
Comprehensive Financial Consultants Institutional 2025 Q4 filed Jan. 29, 2026
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

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