Comprehensive Financial Consultants Institutional

Comprehensive Financial Consultants Institutional as of Dec. 31, 2024

Portfolio Holdings for Comprehensive Financial Consultants Institutional

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 2.8 $7.7M 32k 239.71
Apple (AAPL) 2.6 $7.2M 29k 250.43
Broadcom (AVGO) 2.4 $6.5M 28k 231.84
Microsoft Corporation (MSFT) 2.3 $6.2M 15k 421.50
Home Depot (HD) 2.0 $5.4M 14k 388.99
Eaton Corp SHS (ETN) 1.9 $5.4M 16k 331.87
Wal-Mart Stores (WMT) 1.9 $5.3M 58k 90.35
Motorola Solutions Com New (MSI) 1.9 $5.2M 11k 462.23
Johnson Ctls Intl SHS (JCI) 1.7 $4.6M 59k 78.93
Chubb (CB) 1.6 $4.5M 16k 276.30
Cme (CME) 1.6 $4.4M 19k 232.23
Air Products & Chemicals (APD) 1.5 $4.2M 15k 290.04
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 1.5 $4.2M 120k 34.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $4.1M 8.0k 511.23
Johnson & Johnson (JNJ) 1.5 $4.1M 28k 144.62
Best Buy (BBY) 1.5 $4.1M 47k 85.80
Verizon Communications (VZ) 1.5 $4.0M 100k 39.99
Merck & Co (MRK) 1.4 $3.9M 40k 99.48
Union Pacific Corporation (UNP) 1.4 $3.9M 17k 228.04
Marathon Petroleum Corp (MPC) 1.4 $3.9M 28k 139.50
Analog Devices (ADI) 1.3 $3.7M 17k 212.46
Medtronic SHS (MDT) 1.3 $3.7M 46k 79.88
Comcast Corp Cl A (CMCSA) 1.3 $3.6M 96k 37.53
Eli Lilly & Co. (LLY) 1.3 $3.6M 4.7k 772.00
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 1.3 $3.6M 94k 37.87
Meta Platforms Cl A (META) 1.3 $3.5M 5.9k 585.51
Amazon (AMZN) 1.2 $3.4M 16k 219.39
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 1.2 $3.3M 110k 29.76
Proshares Tr S&p 500 Dv Arist (NOBL) 1.1 $3.1M 31k 99.55
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.1 $2.9M 52k 56.48
Trane Technologies SHS (TT) 1.1 $2.9M 7.9k 369.35
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.8M 15k 189.30
Darden Restaurants (DRI) 1.0 $2.8M 15k 186.69
TJX Companies (TJX) 1.0 $2.7M 22k 120.81
Fiserv (FI) 1.0 $2.7M 13k 205.42
Allstate Corporation (ALL) 1.0 $2.7M 14k 192.79
salesforce (CRM) 1.0 $2.6M 7.9k 334.33
Visa Com Cl A (V) 0.9 $2.6M 8.2k 316.04
Morgan Stanley Com New (MS) 0.9 $2.6M 21k 125.72
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.9 $2.5M 63k 40.55
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.9 $2.4M 76k 31.42
S&p Global (SPGI) 0.9 $2.4M 4.7k 498.03
Ishares Tr S&p 100 Etf (OEF) 0.8 $2.3M 8.0k 288.85
Intercontinental Exchange (ICE) 0.8 $2.3M 16k 149.01
Wisdomtree Tr Us Quality Grow (QGRW) 0.8 $2.1M 43k 49.26
UnitedHealth (UNH) 0.8 $2.1M 4.1k 505.86
Diamondback Energy (FANG) 0.7 $2.0M 12k 163.83
First Tr Morningstar Divid L SHS (FDL) 0.7 $2.0M 49k 40.26
Nxp Semiconductors N V (NXPI) 0.7 $2.0M 9.4k 207.85
L3harris Technologies (LHX) 0.7 $1.9M 9.3k 210.28
Steris Shs Usd (STE) 0.7 $1.9M 9.5k 205.56
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.9M 9.9k 195.83
Edwards Lifesciences (EW) 0.7 $1.8M 25k 74.03
Iqvia Holdings (IQV) 0.7 $1.8M 9.3k 196.51
Advanced Micro Devices (AMD) 0.7 $1.8M 15k 120.79
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.7 $1.8M 19k 92.72
Devon Energy Corporation (DVN) 0.6 $1.7M 53k 32.73
Cisco Systems (CSCO) 0.6 $1.7M 29k 59.20
Honeywell International (HON) 0.6 $1.7M 7.5k 225.89
Halliburton Company (HAL) 0.6 $1.7M 62k 27.19
Northrop Grumman Corporation (NOC) 0.6 $1.6M 3.5k 469.29
Microstrategy Cl A New (MSTR) 0.6 $1.6M 5.6k 289.62
Stryker Corporation (SYK) 0.6 $1.6M 4.5k 360.05
Procter & Gamble Company (PG) 0.6 $1.6M 9.5k 167.65
First Tr Value Line Divid In SHS (FVD) 0.6 $1.6M 36k 43.64
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.6 $1.6M 35k 44.91
Lowe's Companies (LOW) 0.6 $1.6M 6.3k 246.80
Waste Management (WM) 0.6 $1.5M 7.7k 201.79
Chevron Corporation (CVX) 0.5 $1.5M 10k 144.85
First Tr Exchange-traded Growth Strength (FTGS) 0.5 $1.5M 48k 31.40
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.5M 17k 88.79
McDonald's Corporation (MCD) 0.5 $1.4M 4.9k 289.89
Abbott Laboratories (ABT) 0.5 $1.4M 12k 113.12
Pacer Fds Tr Pacer Us Small (CALF) 0.5 $1.3M 30k 44.01
Pepsi (PEP) 0.5 $1.3M 8.5k 152.06
Emerson Electric (EMR) 0.5 $1.3M 10k 123.93
Bristol Myers Squibb (BMY) 0.5 $1.3M 22k 56.56
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 2.1k 588.68
Fidelity National Information Services (FIS) 0.4 $1.2M 15k 80.77
Amgen (AMGN) 0.4 $1.2M 4.5k 260.64
Qualcomm (QCOM) 0.4 $1.1M 7.3k 153.62
Adobe Systems Incorporated (ADBE) 0.4 $1.1M 2.5k 444.68
Lauder Estee Cos Cl A (EL) 0.4 $1.1M 15k 74.98
Truist Financial Corp equities (TFC) 0.4 $1.1M 25k 43.38
Astrazeneca Sponsored Adr (AZN) 0.4 $1.1M 17k 65.52
Coca-Cola Company (KO) 0.4 $1.1M 17k 62.26
Boeing Company (BA) 0.4 $1.0M 5.8k 177.00
Linde SHS (LIN) 0.4 $1.0M 2.4k 418.67
Ishares Tr Core High Dv Etf (HDV) 0.4 $1000k 8.9k 112.26
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $982k 12k 80.93
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $981k 11k 87.25
Capital One Financial (COF) 0.3 $961k 5.4k 178.32
United Parcel Service CL B (UPS) 0.3 $943k 7.5k 126.10
Duke Energy Corp Com New (DUK) 0.3 $939k 8.7k 107.74
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $936k 19k 50.32
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $902k 10k 90.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $868k 3.0k 289.81
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $840k 43k 19.43
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $819k 14k 59.14
Dex (DXCM) 0.3 $808k 10k 77.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $802k 1.4k 586.08
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $785k 18k 42.97
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $767k 37k 20.65
Kimberly-Clark Corporation (KMB) 0.3 $739k 5.6k 131.04
Oracle Corporation (ORCL) 0.3 $730k 4.4k 166.64
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $726k 37k 19.48
Vaneck Etf Trust Morningstar Smid (SMOT) 0.3 $699k 20k 34.47
Lockheed Martin Corporation (LMT) 0.2 $681k 1.4k 485.94
Target Corporation (TGT) 0.2 $665k 4.9k 135.18
Crown Castle Intl (CCI) 0.2 $660k 7.3k 90.76
Nike CL B (NKE) 0.2 $644k 8.5k 75.67
Select Sector Spdr Tr Technology (XLK) 0.2 $578k 2.5k 232.52
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.2 $568k 11k 50.21
Caterpillar (CAT) 0.2 $548k 1.5k 362.76
Innovator Etfs Trust Equity Defined (AAPR) 0.2 $546k 21k 26.36
Raytheon Technologies Corp (RTX) 0.2 $519k 4.5k 115.72
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $505k 9.3k 54.20
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $502k 4.4k 114.73
Welltower Inc Com reit (WELL) 0.2 $499k 4.0k 126.03
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.2 $493k 11k 43.28
Pacer Fds Tr Globl Cash Etf (GCOW) 0.2 $489k 15k 33.74
Select Sector Spdr Tr Energy (XLE) 0.2 $478k 5.6k 85.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $452k 3.3k 137.57
Exxon Mobil Corporation (XOM) 0.2 $447k 4.2k 107.57
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.2 $445k 7.9k 56.26
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $425k 6.7k 63.45
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $421k 21k 20.13
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $407k 17k 23.89
NVIDIA Corporation (NVDA) 0.1 $394k 2.9k 134.29
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $392k 9.3k 41.98
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $387k 16k 24.24
Ishares Tr Ishares Biotech (IBB) 0.1 $384k 2.9k 132.21
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.1 $383k 9.4k 40.74
DTE Energy Company (DTE) 0.1 $372k 3.1k 120.75
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $370k 14k 27.38
Consolidated Edison (ED) 0.1 $368k 4.1k 89.23
Cummins (CMI) 0.1 $343k 985.00 348.60
Innovator Etfs Trust Equity Def Pro 2 (AOCT) 0.1 $334k 13k 24.86
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $326k 4.1k 78.61
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $320k 6.5k 49.55
Ishares Tr Invt Grd Corp Bd (LQDW) 0.1 $317k 12k 26.27
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $311k 9.0k 34.49
Altria (MO) 0.1 $307k 5.9k 52.29
Ishares Silver Tr Ishares (SLV) 0.1 $299k 11k 26.33
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $295k 3.8k 78.46
Comerica Incorporated (CMA) 0.1 $285k 4.6k 61.85
Jackson Financial Com Cl A (JXN) 0.1 $282k 3.2k 87.08
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $277k 7.7k 35.85
Constellation Energy (CEG) 0.1 $273k 1.2k 223.71
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $267k 1.2k 215.49
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.1 $255k 5.1k 50.20
International Business Machines (IBM) 0.1 $255k 1.2k 219.83
Innovator Etfs Trust Equity Defined P (AJUL) 0.1 $254k 9.4k 27.01
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC) 0.1 $252k 13k 20.19
Garmin SHS (GRMN) 0.1 $250k 1.2k 206.26
Deere & Company (DE) 0.1 $247k 584.00 423.70
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.1 $247k 6.7k 36.89
Tesla Motors (TSLA) 0.1 $238k 588.00 403.84
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.1 $233k 9.3k 25.05
Abbvie (ABBV) 0.1 $229k 1.3k 177.70
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $225k 8.7k 25.89
Clorox Company (CLX) 0.1 $223k 1.4k 162.41
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.1 $216k 9.0k 24.07
Southern Company (SO) 0.1 $204k 2.5k 82.32
Select Sector Spdr Tr Indl (XLI) 0.1 $203k 1.5k 131.76
Innovator Etfs Trust Growth 100 Pwr B (NNOV) 0.1 $201k 7.8k 25.81