Comprehensive Financial Consultants Institutional

Comprehensive Financial Consultants Institutional as of March 31, 2026

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