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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, JPM, AAPL, JNJ, WMT, and represent 10.48% of Comprehensive Financial Consultants Institutional's stock portfolio.
Added to shares of these 10 stocks: VXUS, ZTS, LLY, CEG, SPYV, AZN, DJAN, APH, NVDA, IWM.
Started 12 new stock positions in AZN, HII, ZMAR, SPYV, COP, VXUS, FITB, PM, MOO, Nuburu. APH, ZTS.
Reduced shares in these 10 stocks: , MDT, FISV, AstraZeneca, TJX, V, DFEB, ADI, MPC, CIBR.
Sold out of its positions in AstraZeneca, Comerica Incorporated, FISV, BOTZ, MSIF, BURU, UNH, WCLD.
Comprehensive Financial Consultants Institutional was a net buyer of stock by $4.7M.
Comprehensive Financial Consultants Institutional has $337M in assets under management (AUM), dropping by 1.60%.
Central Index Key (CIK): 0001915714

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Portfolio Holdings for Comprehensive Financial Consultants Institutional

Comprehensive Financial Consultants Institutional holds 193 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$7.9M	-5%	14k	577.18	View chart
JPMorgan Chase & Co. (JPM)	2.3	$7.6M	-6%	26k	294.16	View chart
Apple (AAPL)	2.1	$7.2M		28k	253.79	View chart
Johnson & Johnson (JNJ)	1.9	$6.3M	-9%	26k	244.44	View chart
Wal-Mart Stores (WMT)	1.9	$6.2M	-2%	50k	124.28	View chart
Eli Lilly & Co. (LLY)	1.8	$6.1M	+42%	6.7k	919.77	View chart
Marathon Petroleum Corp (MPC)	1.8	$6.1M	-11%	25k	244.18	View chart
Johnson Controls Internation SHS (JCI)	1.8	$5.9M	-4%	45k	130.95	View chart
Microsoft Corporation (MSFT)	1.7	$5.7M	+6%	15k	370.17	View chart
Broadcom (AVGO)	1.6	$5.5M	-2%	18k	309.51	View chart
Eaton Corp SHS (ETN)	1.6	$5.5M		15k	357.67	View chart
Chubb (CB)	1.6	$5.4M		17k	325.93	View chart
Analog Devices (ADI)	1.6	$5.3M	-13%	17k	318.14	View chart
Cme (CME)	1.5	$5.2M		18k	295.35	View chart
Home Depot (HD)	1.5	$5.1M	+2%	16k	328.89	View chart
Verizon Communications (VZ)	1.5	$5.0M	-11%	100k	50.20	View chart
Air Products & Chemicals (APD)	1.5	$4.9M		17k	290.49	View chart
Motorola Solutions Com New (MSI)	1.5	$4.9M		11k	433.97	View chart
Union Pacific Corporation (UNP)	1.4	$4.7M		19k	242.62	View chart
Abbvie (ABBV)	1.4	$4.6M		21k	217.49	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	1.3	$4.3M	+3%	132k	32.46	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$4.2M	-3%	6.5k	650.34	View chart
Best Buy (BBY)	1.2	$4.1M	+11%	65k	64.20	View chart
Ge Vernova (GEV)	1.2	$4.1M	-3%	4.6k	872.90	View chart
Comcast Corp Cl A (CMCSA)	1.2	$4.0M	+3%	141k	28.71	View chart
Cummins (CMI)	1.2	$3.9M		7.3k	538.02	View chart
Entergy Corporation (ETR)	1.1	$3.9M	+4%	34k	112.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.7M	-4%	13k	287.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	1.1	$3.6M		93k	38.94	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.1	$3.6M	+13%	107k	33.47	View chart
Amazon (AMZN)	1.0	$3.4M	+3%	17k	208.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$3.4M	+29%	14k	248.00	View chart
Diamondback Energy (FANG)	1.0	$3.3M		17k	197.79	View chart
Advanced Micro Devices (AMD)	1.0	$3.2M		16k	203.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.9	$3.2M	-2%	78k	40.86	View chart
Darden Restaurants (DRI)	0.9	$3.1M		16k	196.04	View chart
Fidelity National Information Services (FIS)	0.9	$3.0M	+10%	64k	46.91	View chart
Morgan Stanley Com New (MS)	0.9	$2.9M	+2%	18k	164.57	View chart
NVIDIA Corporation (NVDA)	0.9	$2.9M	+45%	17k	174.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.8	$2.8M		59k	46.74	View chart
First Tr Exchange-traded SHS (FDL)	0.8	$2.7M		54k	50.80	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.8	$2.7M		80k	34.05	View chart
Allstate Corporation (ALL)	0.8	$2.7M	+2%	13k	207.34	View chart
Edwards Lifesciences (EW)	0.8	$2.7M	+2%	33k	80.08	View chart
Trane Technologies SHS (TT)	0.8	$2.6M	+2%	6.3k	416.74	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.8	$2.6M	+3%	48k	53.43	View chart
Iqvia Holdings (IQV)	0.7	$2.5M	+10%	15k	170.54	View chart
Nxp Semiconductors N V (NXPI)	0.7	$2.4M	+3%	12k	196.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$2.4M	NEW	31k	77.11	View chart
Meta Platforms Cl A (META)	0.7	$2.3M	+3%	4.1k	572.13	View chart
Steris Shs Usd (STE)	0.7	$2.3M	+2%	11k	221.13	View chart
Cadence Design Systems (CDNS)	0.7	$2.3M	+5%	8.2k	277.87	View chart
Zoetis Cl A (ZTS)	0.7	$2.3M	NEW	19k	118.21	View chart
Northrop Grumman Corporation (NOC)	0.7	$2.2M		3.3k	682.24	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.6	$2.2M	+8%	44k	49.41	View chart
S&p Global (SPGI)	0.6	$2.2M	+3%	5.1k	425.34	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$2.1M	-18%	20k	106.01	View chart
Constellation Energy (CEG)	0.6	$2.1M	+524%	7.6k	279.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.6	$2.1M	+15%	81k	26.27	View chart
Synopsys (SNPS)	0.6	$2.1M	+5%	5.2k	396.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$2.1M	-3%	9.6k	215.06	View chart
Medtronic SHS (MDT)	0.6	$2.0M	-51%	23k	86.65	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$2.0M	+4%	21k	96.70	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.6	$2.0M		43k	46.24	View chart
salesforce (CRM)	0.6	$2.0M	+12%	11k	186.67	View chart
Chevron Corporation (CVX)	0.6	$2.0M	-13%	9.5k	206.91	View chart
Chipotle Mexican Grill (CMG)	0.6	$2.0M	+10%	61k	32.01	View chart
Dex (DXCM)	0.6	$1.9M	+5%	31k	62.80	View chart
TJX Companies (TJX)	0.5	$1.8M	-39%	12k	159.70	View chart
Cisco Systems (CSCO)	0.5	$1.8M		24k	77.59	View chart
Honeywell International (HON)	0.5	$1.8M		7.9k	226.03	View chart
Waste Management (WM)	0.5	$1.7M		7.4k	229.79	View chart
Lowe's Companies (LOW)	0.5	$1.7M		7.0k	236.28	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$1.6M	+16%	19k	87.84	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$1.6M	NEW	28k	56.58	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$1.6M	-3%	34k	47.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.5	$1.6M	+317%	37k	42.53	View chart
Astrazeneca Ord (AZN)	0.5	$1.5M	NEW	7.8k	197.22	View chart
Procter & Gamble Company (PG)	0.5	$1.5M	+8%	11k	144.44	View chart
Pepsi (PEP)	0.5	$1.5M		9.8k	155.29	View chart
Stryker Corporation (SYK)	0.4	$1.5M		4.5k	328.59	View chart
McDonald's Corporation (MCD)	0.4	$1.5M		4.7k	310.79	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.5M		16k	92.74	View chart
Amgen (AMGN)	0.4	$1.4M		4.1k	351.85	View chart
Bristol Myers Squibb (BMY)	0.4	$1.4M	-9%	23k	60.65	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$1.4M	+7%	41k	33.74	View chart
Visa Com Cl A (V)	0.4	$1.4M	-37%	4.6k	302.24	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.4M	-3%	22k	62.56	View chart
Duke Energy Corp Com New (DUK)	0.4	$1.3M	+6%	10k	130.94	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$1.3M	+5%	25k	50.34	View chart
Coca-Cola Company (KO)	0.4	$1.3M		17k	76.05	View chart
Emerson Electric (EMR)	0.4	$1.2M		9.5k	131.02	View chart
Abbott Laboratories (ABT)	0.4	$1.2M	+13%	12k	102.67	View chart
Linde SHS (LIN)	0.4	$1.2M		2.4k	495.76	View chart
Capital One Financial (COF)	0.4	$1.2M	+18%	6.5k	182.43	View chart
Amphenol Corp Cl A (APH)	0.3	$1.1M	NEW	8.9k	126.35	View chart
Qualcomm (QCOM)	0.3	$1.1M	+13%	8.7k	128.78	View chart
Boeing Company (BA)	0.3	$1.1M		5.6k	199.03	View chart
United Parcel Svcs CL B (UPS)	0.3	$1.1M	-6%	11k	98.38	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$1.1M		16k	68.28	View chart
Truist Financial Corp equities (TFC)	0.3	$1.0M	+2%	23k	45.97	View chart
Crown Castle Intl (CCI)	0.3	$1.0M	+7%	12k	81.31	View chart
Kimberly-Clark Corporation (KMB)	0.3	$955k	+52%	9.9k	96.47	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.3	$915k	+7%	25k	36.30	View chart
Aim Etf Products Trust Allianzim Us (SIXF)	0.3	$853k	+35%	27k	31.41	View chart
Caterpillar (CAT)	0.3	$847k		1.2k	708.46	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.2	$829k	+3%	29k	28.28	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$821k		5.0k	165.70	View chart
Lockheed Martin Corporation (LMT)	0.2	$803k		1.3k	604.43	View chart
Raytheon Technologies Corp (RTX)	0.2	$790k		4.1k	192.90	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$770k	-2%	39k	19.53	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$766k		18k	43.59	View chart
Spdr Series Trust State Street Spd (XME)	0.2	$748k	-4%	6.9k	108.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.2	$742k	+59%	35k	21.54	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$719k	-2%	37k	19.62	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$719k	+8%	11k	68.14	View chart
Strategy Cl A New (MSTR)	0.2	$701k		5.6k	124.80	View chart
Welltower Inc Com reit (WELL)	0.2	$687k		3.5k	197.71	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.2	$686k		20k	35.19	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$676k	-14%	2.1k	318.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$667k		1.0k	653.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.2	$657k	+168%	29k	22.78	View chart
Oracle Corporation (ORCL)	0.2	$618k		4.2k	147.11	View chart
Invesco Exchange Traded Fd T Oil & Gas Servic (PXJ)	0.2	$598k	-23%	14k	41.45	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.2	$586k		22k	26.63	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.2	$585k	+107%	17k	33.64	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$573k	+91%	15k	38.98	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$558k		27k	20.42	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$536k		4.8k	110.78	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$508k	-3%	10k	48.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$499k		3.8k	132.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$496k	-26%	1.5k	320.81	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$488k	-20%	5.2k	94.58	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$478k	+41%	5.1k	93.66	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXP)	0.1	$473k	+61%	15k	31.26	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$456k	-34%	1.4k	328.66	View chart
Consolidated Edison (ED)	0.1	$455k		4.0k	113.18	View chart
Exxon Mobil Corporation (XOM)	0.1	$451k		2.7k	169.66	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$448k	-28%	4.6k	96.62	View chart
Micron Technology (MU)	0.1	$432k	-31%	1.3k	337.84	View chart
Vaneck Etf Trust Durable Hgh Div (DURA)	0.1	$423k		11k	37.42	View chart
Fifth Third Ban (FITB)	0.1	$414k	NEW	8.9k	46.46	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$413k		16k	25.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$406k		18k	21.99	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$404k	-4%	6.6k	61.26	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$401k		8.7k	46.13	View chart
DTE Energy Company (DTE)	0.1	$398k		2.7k	146.22	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$391k	-4%	7.9k	49.37	View chart
Altria (MO)	0.1	$386k		5.9k	65.99	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$380k		3.5k	109.22	View chart
Merck & Co (MRK)	0.1	$372k		3.1k	120.29	View chart
Casey's General Stores (CASY)	0.1	$344k		472.00	727.86	View chart
Jackson Financial Com Cl A (JXN)	0.1	$342k		3.2k	105.72	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$338k	+38%	12k	27.26	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$336k	-8%	6.7k	50.37	View chart
Deere & Company (DE)	0.1	$329k		584.00	563.30	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$316k		18k	17.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.1	$314k		5.4k	57.58	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$304k		7.7k	39.43	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$304k	-9%	6.1k	49.50	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.1	$301k		11k	26.46	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.1	$299k		9.9k	30.29	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.1	$295k		11k	25.95	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.1	$293k	+41%	10k	29.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$288k		4.5k	63.94	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$284k		1.7k	168.85	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.1	$282k		12k	24.18	View chart
International Business Machines (IBM)	0.1	$277k		1.1k	242.39	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.1	$274k	-2%	8.1k	33.78	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$273k	-3%	6.1k	44.87	View chart
Garmin SHS (GRMN)	0.1	$267k		1.2k	232.01	View chart
ConocoPhillips (COP)	0.1	$266k	NEW	2.0k	132.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$265k		6.5k	41.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$256k	-76%	5.4k	47.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$254k	+7%	885.00	286.86	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$251k		3.7k	68.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq (QMFE)	0.1	$250k	-46%	11k	22.18	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$247k	-18%	1.8k	135.72	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.1	$246k	NEW	8.9k	27.59	View chart
Southern Company (SO)	0.1	$245k		2.5k	96.52	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$234k	-3%	13k	18.66	View chart
Tesla Motors (TSLA)	0.1	$233k		626.00	371.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$222k		5.6k	39.34	View chart
3M Company (MMM)	0.1	$218k		1.5k	145.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$211k	-2%	4.8k	44.28	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.1	$211k	NEW	2.5k	84.50	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.1	$207k		8.6k	24.24	View chart
Vanguard World Health Car Etf (VHT)	0.1	$207k		759.00	272.33	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$204k	-76%	3.3k	62.68	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$203k	-5%	7.0k	29.00	View chart
Philip Morris International (PM)	0.1	$202k	NEW	1.2k	165.34	View chart
Huntington Ingalls Inds (HII)	0.1	$202k	NEW	531.00	379.90	View chart
Nuburu Common Stock	0.0	$3.6k	NEW	20k	0.18	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 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
Comprehensive Financial Consultants Institutional 2022 Q2 filed Aug. 9, 2022
Comprehensive Financial Consultants Institutional 2022 Q1 filed May 11, 2022

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