Comprehensive Financial Consultants Institutional, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Comprehensive Financial Consultants Institutional, Inc. held in its portfolio 179 assets valued at $331,279,353 (i.e. $331.28M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($8.96M), JPMORGAN CHASE & CO. ($8.86M), and APPLE INC ($7.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 179 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Comprehensive Financial Consultants Institutional, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 14588 | 8961554 | UNIT SER 1 |
| JPMORGAN CHASE & CO. | 27483 | 8855572 | COM |
| APPLE INC | 28395 | 7719473 | COM |
| MICROSOFT CORP | 14372 | 6950587 | COM |
| BROADCOM INC | 18233 | 6310441 | COM |
| JOHNSON & JOHNSON | 28561 | 5910699 | COM |
| WALMART INC | 51556 | 5743854 | COM |
| JOHNSON CTLS INTL PLC | 46973 | 5625017 | SHS |
| HOME DEPOT INC | 15256 | 5249590 | COM |
| ANALOG DEVICES INC | 19277 | 5227922 | COM |
| CHUBB LIMITED | 16705 | 5213965 | COM |
| ELI LILLY & CO | 4674 | 5023054 | COM |
| EATON CORP PLC | 15335 | 4884351 | SHS |
| CME GROUP INC | 17785 | 4856728 | COM |
| ABBVIE INC | 21187 | 4841018 | COM |
| MEDTRONIC PLC | 48285 | 4638257 | SHS |
| SPDR S&P 500 ETF TR | 6772 | 4617962 | TR UNIT |
| VERIZON COMMUNICATIONS INC | 112836 | 4595810 | COM |
| MARATHON PETE CORP | 28024 | 4557543 | COM |
| UNION PAC CORP | 19285 | 4461006 | COM |
| MOTOROLA SOLUTIONS INC | 11202 | 4293951 | COM NEW |
| INNOVATOR ETFS TRUST | 128118 | 4172803 | U S EQ 10 BUFFER |
| ALPHABET INC | 13320 | 4169160 | CAP STK CL A |
| AIR PRODS & CHEMS INC | 16566 | 4092133 | COM |
| COMCAST CORP NEW | 136100 | 4068029 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 89496 | 4028963 | SHS |
| FIRST TR EXCHNG TRADED FD VI | 100762 | 4012422 | FT VEST U.S EQT |
| BEST BUY INC | 58013 | 3882810 | COM |
| FIDELITY NATL INFORMATION SV | 57582 | 3826900 | COM |
| CUMMINS INC | 7311 | 3731900 | COM |
| AMAZON COM INC | 15921 | 3674885 | COM |
| ADVANCED MICRO DEVICES INC | 15880 | 3400861 | COM |
| INNOVATOR ETFS TRUST | 79960 | 3340729 | US EQTY PWR BUF |
| INNOVATOR ETFS TRUST | 94494 | 3166494 | DEFINED WLT SHLD |
| GE VERNOVA INC | 4837 | 3161318 | COM |
| MORGAN STANLEY | 17397 | 3088489 | COM NEW |
| ENTERGY CORP NEW | 32742 | 3026343 | COM |
| IQVIA HLDGS INC | 13136 | 2960986 | COM |
| TJX COS INC NEW | 19144 | 2940710 | COM |
| DARDEN RESTAURANTS INC | 15877 | 2921686 | COM |
| FIRST TR EXCHNG TRADED FD VI | 60058 | 2856959 | FT VEST US EQT |
| FIRST TR EXCHANGE-TRADED FD | 78466 | 2773836 | GROWTH STRENGTH |
| EDWARDS LIFESCIENCES CORP | 32448 | 2766192 | COM |
| WISDOMTREE TR | 46422 | 2723579 | US QUALITY GROW |
| ALLSTATE CORP | 12697 | 2642881 | COM |
| ISHARES TR | 10683 | 2629727 | RUSSELL 2000 ETF |
| VISA INC | 7395 | 2593500 | COM CL A |
| STERIS PLC | 10203 | 2586665 | SHS USD |
| PROSHARES TR | 24810 | 2581977 | S&P 500 DV ARIST |
| META PLATFORMS INC | 3908 | 2579632 | CL A |
| S&P GLOBAL INC | 4926 | 2574278 | COM |
| NXP SEMICONDUCTORS N V | 11721 | 2544160 | COM |
| DIAMONDBACK ENERGY INC | 16631 | 2500138 | COM |
| UNITEDHEALTH GROUP INC | 7509 | 2478796 | COM |
| SALESFORCE INC | 9348 | 2476379 | COM |
| CADENCE DESIGN SYSTEM INC | 7785 | 2433435 | COM |
| TRANE TECHNOLOGIES PLC | 6177 | 2404088 | SHS |
| SYNOPSYS INC | 4974 | 2336387 | COM |
| VANGUARD SPECIALIZED FUNDS | 9924 | 2181097 | DIV APP ETF |
| NVIDIA CORPORATION | 11468 | 2138782 | COM |
| VANECK ETF TRUST | 19775 | 2047899 | MRNGSTR WDE MOAT |
| CHIPOTLE MEXICAN GRILL INC | 55310 | 2046470 | COM |
| INNOVATOR ETFS TRUST | 40516 | 2020128 | LADERD ALCTN PWR |
| SPDR SERIES TRUST | 20226 | 1952499 | STATE STREET SPD |
| DEXCOM INC | 28861 | 1915505 | COM |
| NORTHROP GRUMMAN CORP | 3321 | 1893667 | COM |
| FIRST TR EXCHNG TRADED FD VI | 69722 | 1849725 | FT VEST LAD |
| CISCO SYS INC | 23714 | 1826689 | COM |
| PACER FDS TR | 43587 | 1796656 | GLOBL CASH ETF |
| CHEVRON CORP NEW | 11037 | 1682204 | COM |
| LOWES COS INC | 6893 | 1662316 | COM |
| WASTE MGMT INC DEL | 7307 | 1605421 | COM |
| STRYKER CORPORATION | 4496 | 1580209 | COM |
| HONEYWELL INTL INC | 7955 | 1551941 | COM |
| ISHARES TR | 15802 | 1487916 | MSCI USA MIN VOL |
| FIRST TR EXCHNG TRADED FD VI | 31783 | 1478661 | FT VEST US |
| FISERV INC | 21800 | 1464306 | COM |
| ASTRAZENECA PLC | 15843 | 1456447 | SPONSORED ADR |
| MCDONALDS CORP | 4724 | 1443796 | COM |
| WISDOMTREE TR | 15795 | 1412547 | US QTLY DIV GRT |
| PROCTER AND GAMBLE CO | 9841 | 1410314 | COM |
| PEPSICO INC | 9791 | 1405204 | COM |
| BRISTOL-MYERS SQUIBB CO | 25552 | 1378275 | COM |
| PACER FDS TR | 22702 | 1365979 | US CASH COWS 100 |
| PACER FDS TR | 38622 | 1359881 | US LRG CP CASH |
| AMGEN INC | 4150 | 1358337 | COM |
| ABBOTT LABS | 10528 | 1319068 | COM |
| CAPITAL ONE FINL CORP | 5435 | 1317227 | COM |
| QUALCOMM INC | 7660 | 1310243 | COM |
| EMERSON ELEC CO | 9454 | 1254735 | COM |
| BOEING CO | 5628 | 1221951 | COM |
| WISDOMTREE TR | 24024 | 1208888 | FLOATNG RAT TREA |
| UNITED PARCEL SERVICE INC | 12027 | 1192958 | CL B |
| FIRST TR EXCHNG TRADED FD VI | 50717 | 1139985 | FT VEST NASD 100 |
| COCA COLA CO | 16207 | 1133039 | COM |
| DUKE ENERGY CORP NEW | 9561 | 1120645 | COM NEW |
| AIM ETF PRODUCTS TRUST | 37597 | 1111187 | ALLIANZIM US EQT |
| TRUIST FINL CORP | 22230 | 1093938 | COM |
| FIRST TR EXCHANGE TRADED FD | 15736 | 1093180 | RISNG DIVD ACHIV |
| LINDE PLC | 2397 | 1022057 | SHS |
| CROWN CASTLE INC | 11496 | 1021650 | COM |
| FIRST TR EXCHANGE TRADED FD | 14105 | 1007802 | NASDAQ CYB ETF |
| INNOVATOR ETFS TRUST | 23506 | 864671 | US EQT ULTRA BFR |
| ISHARES TR | 2492 | 854681 | S&P 100 ETF |
| STRATEGY INC | 5614 | 853047 | CL A NEW |
| ORACLE CORP | 4199 | 818427 | COM |
| INNOVATOR ETFS TRUST | 29390 | 802509 | EQUITY DEFINED P |
| INVESCO EXCH TRD SLF IDX FD | 40350 | 789851 | BULSHS 2026 CB |
| INVESCO EXCHANGE TRADED FD T | 4954 | 775945 | AEROSPACE DEFN |
| FIRST TR EXCHNG TRADED FD VI | 17271 | 765451 | SMITH OPPORT FXD |
| RTX CORPORATION | 4094 | 750840 | COM |
| INVESCO EXCH TRD SLF IDX FD | 37436 | 738987 | BULSHS 2027 CB |
| VANECK ETF TRUST | 19825 | 717665 | MORNINGSTAR SMID |
| VANGUARD INDEX FDS | 2095 | 702391 | TOTAL STK MKT |
| ISHARES TR | 1021 | 699324 | CORE S&P500 ETF |
| CATERPILLAR INC | 1195 | 684580 | COM |
| KIMBERLY-CLARK CORP | 6500 | 655785 | COM |
| WELLTOWER INC | 3474 | 644809 | COM |
| LOCKHEED MARTIN CORP | 1329 | 642831 | COM |
| AIM ETF PRODUCTS TRUST | 19997 | 638104 | ALLIANZIM US |
| ISHARES TR | 2118 | 637836 | ISHARES SEMICDTR |
| ISHARES SILVER TR | 9757 | 628546 | ISHARES |
| INVESCO EXCH TRD SLF IDX FD | 27770 | 572062 | INVSCO BLSH 28 |
| INVESCO EXCHANGE TRADED FD T | 18831 | 552690 | OIL & GAS SERVIC |
| SELECT SECTOR SPDR TR | 3805 | 547806 | STATE STREET TEC |
| MICRON TECHNOLOGY INC | 1862 | 531433 | COM |
| FIRST TR EXCHANGE-TRADED FD | 10794 | 530525 | FT VEST S&P 500 |
| FIRST TR EXCHANGE TRADED FD | 4787 | 470658 | RBA INDL ETF |
| FIRST TR EXCHNG TRADED FD VI | 21139 | 470343 | FT VEST NASDAQ |
| SELECT SECTOR SPDR TR | 8298 | 454481 | STATE STREET FIN |
| CONSTELLATION ENERGY CORP | 1220 | 430989 | COM |
| FIRST TR EXCHANGE-TRADED FD | 16172 | 424353 | FT VEST RIS |
| CONSOLIDATED EDISON INC | 4017 | 398968 | COM |
| VANECK ETF TRUST | 11296 | 381747 | DURABLE HGH DIV |
| GRANITESHARES GOLD TR | 8687 | 369111 | SHS BEN INT |
| JANUS DETROIT STR TR | 7275 | 367970 | HENDRSON AAA CL |
| WISDOMTREE TR | 3483 | 354639 | US HIGH DIVIDEND |
| DTE ENERGY CO | 2722 | 351084 | COM |
| FIRST TR EXCHANGE TRADED FD | 3605 | 349108 | NASD TECH DIV |
| JACKSON FINANCIAL INC | 3234 | 344906 | COM CL A |
| INTERNATIONAL BUSINESS MACHS | 1144 | 338864 | COM |
| ALTRIA GROUP INC | 5855 | 337599 | COM |
| PGIM ETF TR | 6749 | 334683 | PGIM ULTRA SH BD |
| GLOBAL X FDS | 18411 | 325322 | NASDAQ 100 COVER |
| MERCK & CO INC | 3090 | 325253 | COM |
| EXXON MOBIL CORP | 2657 | 319743 | COM |
| COLUMBIA ETF TR I | 7667 | 313120 | RESH ENHNC COR |
| GLOBAL X FDS | 11383 | 310310 | NASDQ 100 CVRDGW |
| SEACOAST BKG CORP FLA | 9870 | 310115 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 5445 | 308350 | S&P500 EQL IND |
| SELECT SECTOR SPDR TR | 6872 | 307247 | STATE STREET ENE |
| INNOVATOR ETFS TRUST | 11391 | 302655 | EQUITY DEF PRO 2 |
| FIRST TR EXCHANGE-TRADED FD | 7719 | 295792 | SMID RISNG ETF |
| AIM ETF PRODUCTS TRUST | 8326 | 289162 | U S LRGCP 6M APR |
| AIM ETF PRODUCTS TRUST | 8393 | 287712 | ALLIANZIM US EQ |
| ISHARES TR | 11660 | 286311 | INVT GRD CORP BD |
| ISHARES TR | 1681 | 283702 | ISHARES BIOTECH |
| INVESCO EXCH TRADED FD TR II | 4502 | 283676 | S&P GBL WATER |
| TESLA INC | 627 | 281974 | COM |
| COMERICA INC | 3225 | 280349 | COM |
| PACER FDS TR | 6269 | 278156 | US SMALL CAP CAS |
| DEERE & CO | 584 | 271893 | COM |
| ISHARES TR | 2232 | 271434 | CORE HIGH DV ETF |
| CASEYS GEN STORES INC | 472 | 260879 | COM |
| ALPHABET INC | 825 | 258885 | CAP STK CL C |
| EXCHANGE TRADED CONCEPTS TRU | 3661 | 253744 | ROBO GLB ETF |
| INVESCO EXCH TRD SLF IDX FD | 13058 | 245947 | BULETSHS 2029 |
| WISDOMTREE TR | 6993 | 244825 | CLOUD COMPUTNG |
| INNOVATOR ETFS TRUST | 8937 | 244516 | EQUITY 1YR JANUA |
| 3M CO | 1501 | 240310 | COM |
| GARMIN LTD | 1150 | 233278 | SHS |
| INNOVATOR ETFS TRUST | 5648 | 225468 | US EQT ULTRA BF |
| SOUTHERN CO | 2540 | 221488 | COM |
| MSC INCOME FUND INC | 16801 | 220765 | COM |
| FIRST TR EXCHNG TRADED FD VI | 4885 | 220265 | FT VEST U.S. |
| VANGUARD WORLD FD | 762 | 219342 | HEALTH CAR ETF |
| GLOBAL X FDS | 5856 | 212163 | RBTCS ARTFL INTE |
| AIM ETF PRODUCTS TRUST | 7150 | 211712 | ALLIANZIM US EQU |
| NUBURU INC | 100000 | 15920 | COM NEW |
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