Comprehensive Financial Consultants Institutional, Inc.

Name: Comprehensive Financial Consultants Institutional, Inc. 13F holdings, Q1 2024
Creator: Comprehensive Financial Consultants Institutional, Inc.
Published: 2024-05-02

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Comprehensive Financial Consultants Institutional, Inc. reported 156 stock positions worth $240.5 million. Its top holding was JPMorgan Chase (JPM) at 2.6% of the portfolio, followed by Microsoft (MSFT, 2.5%) and Marathon Petroleum (MPC, 2.3%). Compared with Q4 2023, it opened 16 new positions, sold out of 11, added to 88 and reduced 38. The biggest buy was a new position in FT Vest US Equity Moderate B (GFEB) and the biggest sale an exit from FT Vest US Equity Deep Buffe (DJUL).

Most Recent 13F: Q2 2026
Location: Bloomington, IN
CIK: 0001915714
Portfolio Value: $240.5M (Q1 2024)
SEC Filing: 0001172661-24-001988 ↗ filed May 2, 2024

Holdings Value

Holdings 156 stocks · $240.5M


JPM JPMorgan Chase & Co.	2.64%	31,736	$6.4M	Reduce -1.9%
MSFT Microsoft Corp.	2.52%	14,402	$6.1M	Add +2.5%
MPC Marathon Petroleum Corp.	2.25%	26,874	$5.4M	Reduce -1.9%
ETN Eaton Corp. PLC	2.14%	16,449	$5.1M	Reduce -6.4%
AAPL Apple Inc.	2.02%	28,384	$4.9M	Add +5.2%
HD Home Depot Inc.	1.95%	12,251	$4.7M	Add +2.6%
MRK Merck & Co. Inc.	1.87%	34,165	$4.5M	Reduce -0.0%
GFEB FT Vest US Equity Moderate B	1.86%	129,753	$4.5M	New
MSI Motorola Solutions Inc.	1.68%	11,363	$4.0M	Add +0.3%
CB Chubb Ltd.	1.61%	14,975	$3.9M	Add +0.5%
WMT Walmart Inc.	1.53%	61,188	$3.7M	Reduce -0.3%
AVGO Broadcom Inc.	1.50%	2,723	$3.6M	Reduce -1.9%
JNJ Johnson & Johnson	1.49%	22,711	$3.6M	Add +4.7%
PMAR Innovator U.S. Equity Power	1.49%	97,374	$3.6M	New
UNP Union Pacific Corp.	1.47%	14,383	$3.5M	Add +2.8%
VZ Verizon Communications Inc.	1.47%	84,213	$3.5M	Add +0.5%
QQQ Invesco QQQ Trust Series 1	1.43%	7,747	$3.4M	Add +1.1%
JCI Johnson Controls Internation	1.42%	52,256	$3.4M	Add +6.9%
CME Cme Group Inc.	1.40%	15,674	$3.4M	Add +3.5%
CSCO Cisco Systems Inc.	1.40%	67,298	$3.4M	Add +5.5%
BBY Best Buy Co. Inc.	1.38%	40,334	$3.3M	Add +4.5%
DVN Devon Energy Corp.	1.37%	65,598	$3.3M	Add +6.2%
LLY Eli Lilly & Co.	1.34%	4,133	$3.2M	Reduce -0.8%
CMCSA Comcast Corp. Class A	1.33%	73,951	$3.2M	Add +4.9%
MDT Medtronic PLC	1.32%	36,372	$3.2M	Add +5.7%
META Meta Platforms Inc. Class A	1.30%	6,416	$3.1M	Reduce -1.7%
NOBL Proshares S&P 500 Dividend A	1.24%	29,451	$3.0M	Add +0.5%
COWZ Pacer US Cash Cows 100 ETF	1.23%	50,788	$3.0M	Reduce -0.5%
APD Air Products & Chemicals Inc.	1.21%	12,025	$2.9M	Add +10.2%
AMZN Amazon.com Inc.	1.12%	14,879	$2.7M	Add +5.7%
TT Trane Technologies PLC	1.02%	8,160	$2.4M	Reduce -0.8%
DFEB FT Vest U.S. Equity Deep Buf	0.99%	60,801	$2.4M	New
AMD Advanced Micro Devices	0.97%	12,877	$2.3M	Add +19.1%
GOOGL Alphabet Inc. Class A	0.96%	15,356	$2.3M	Add +9.0%
ALL Allstate Corp.	0.96%	13,326	$2.3M	Reduce -1.5%
CRM Salesforce Inc.	0.94%	7,537	$2.3M	Add +0.6%
FANG Diamondback Energy Inc.	0.94%	11,361	$2.3M	Add +5.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.93%	22,010	$2.2M	Add +3.2%
ZALT Innovator US Eq 10 Buffer	0.93%	81,375	$2.2M	New
NXPI NXP Semiconductors NV	0.88%	8,516	$2.1M	Add +3.6%
V Visa Inc. Class A	0.88%	7,557	$2.1M	Add +6.5%
FISV Fiserv Inc.	0.85%	12,835	$2.1M	Add +5.3%
HAL Halliburton Co.	0.85%	51,852	$2.0M	Add +4.7%
ICE Intercontinental Exchange Inc.	0.84%	14,676	$2.0M	Add +4.3%
FDL First Trust Morn DVD Lead Inc.	0.83%	51,624	$2.0M	Add +364.3%
OEF iShares S&P 100 ETF	0.82%	8,000	$2.0M	Add +3.4%
EW Edwards Lifesciences Corp.	0.81%	20,436	$2.0M	Add +8.6%
IQV Iqvia Holdings Inc.	0.80%	7,625	$1.9M	Add +6.1%
VIG Vanguard Dividend Apprec ETF	0.78%	10,287	$1.9M	Reduce -1.6%
QUAL iShares MSCI USA Quality Fac	0.76%	11,114	$1.8M	Reduce -2.4%
SPGI S&P Global Inc.	0.74%	4,199	$1.8M	Add +4.5%
UNH Unitedhealth Group Inc.	0.73%	3,536	$1.7M	Add +6.6%
STE Steris PLC	0.72%	7,685	$1.7M	Add +5.1%
LHX L3HARRIS Technologies Inc.	0.70%	7,881	$1.7M	Add +5.9%
WM Waste Management Inc.	0.70%	7,859	$1.7M	Reduce -1.1%
MOAT Vaneck Morningstar Wide Moat	0.69%	18,588	$1.7M	Reduce -1.4%
CVX Chevron Corp.	0.65%	9,949	$1.6M	Add +8.8%
NOC Northrop Grumman Corp.	0.65%	3,258	$1.6M	No change
HON Honeywell International Inc.	0.63%	7,439	$1.5M	Add +0.7%
PG The Procter & Gamble Co.	0.63%	9,383	$1.5M	Add +6.2%
FVD First Trust Value Line DVD	0.63%	35,928	$1.5M	Reduce -6.7%
USMV iShares MSCI USA Min Vol Fac	0.62%	17,931	$1.5M	Reduce -2.7%
DRI Darden Restaurants Inc.	0.61%	8,828	$1.5M	Add +9.0%
FTCS First Trust Capital Strength	0.61%	17,103	$1.5M	Reduce -19.2%
LOW Lowe's Cos Inc.	0.61%	5,721	$1.5M	Add +3.8%
SYK Stryker Corp.	0.60%	4,037	$1.4M	Add +1.5%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC	0.59%	9,285	$1.4M	Add +10.3%
PEP Pepsico Inc.	0.58%	7,934	$1.4M	Add +4.5%
AMGN Amgen Inc.	0.56%	4,729	$1.3M	Reduce -1.1%
QCOM Qualcomm Inc.	0.55%	7,815	$1.3M	Reduce -1.8%
MCD McDonald's Corp.	0.53%	4,484	$1.3M	Add +3.4%
ABT Abbott Laboratories	0.50%	10,517	$1.2M	Add +3.2%
EMR Emerson Electric Co.	0.49%	10,392	$1.2M	Reduce -1.5%
LIN Linde PLC	0.48%	2,484	$1.2M	Reduce -3.5%
BA The Boeing Co.	0.48%	5,933	$1.1M	Add +1.6%
IVV iShares Core S&P 500 ETF	0.47%	2,155	$1.1M	No change
ADI Analog Devices Inc.	0.47%	5,663	$1.1M	Add +0.2%
AZN Astrazeneca PLC-Spons ADR	0.46%	16,457	$1.1M	Add +4.9%
ADBE Adobe Inc.	0.45%	2,124	$1.1M	Add +5.7%
CALF PCR US SM CP CSH CWS ETF-Usd	0.43%	21,040	$1.0M	Add +5.3%
HDV iShares Core High Dividend E	0.43%	9,384	$1.0M	No change
WTFC Wintrust Financial Corp.	0.42%	9,698	$1.0M	Add +5.3%
MS Morgan Stanley	0.41%	10,495	$988K	Add +3.8%
BMY Bristol-Myers Squibb Co.	0.41%	18,202	$987K	Add +7.6%
KO The Coca-Cola Co.	0.40%	15,696	$960K	Add +3.0%
COF Capital One Financial Corp.	0.40%	6,427	$957K	Reduce -3.2%
TFC Truist Financial Corp.	0.39%	24,207	$944K	Add +0.8%
SPY SS SPDR S&P 500 ETF Trust-US	0.37%	1,702	$890K	Add +5.1%
UPS United Parcel Service Class B	0.36%	5,869	$872K	Add +12.4%
VCIT Vanguard Int-Term Corporate	0.36%	10,787	$868K	New
VTI VG Morningstar TS MKT ETF-US	0.36%	3,315	$862K	Add +138.7%
RDVY First Trust Rising Dividend	0.35%	15,053	$846K	Reduce -2.9%
DGRW Wisdomtree U.S. Quality Divi	0.35%	10,978	$836K	Add +15.7%
BSCQ Invesco Bulletshares 2026 CB	0.35%	43,361	$833K	Add +13.8%
TGT Target Corp.	0.35%	4,690	$831K	Reduce -2.1%
CCI Crown Castle Inc.	0.34%	7,645	$809K	Add +6.5%
DUK Duke Energy Corp.	0.33%	8,320	$805K	Add +2.0%
BSCP Invesco Bulletshares 2025 CB	0.33%	38,600	$789K	Add +2.9%
DXCM Dexcom Inc.	0.32%	5,626	$780K	New
NKE Nike Inc. Class B	0.32%	8,101	$761K	Add +17.3%
BSCO Invesco Bulletshares 2024 CB	0.30%	34,937	$733K	Add +0.7%
BSCR Invesco Bulletshares 2027 CB	0.29%	36,610	$706K	Add +12.3%
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU	0.29%	12,023	$705K	Add +1.7%
KMB Kimberly-Clark Corp.	0.27%	5,093	$659K	Add +1.6%
FIXD First Trust Smith Opportunis	0.27%	15,098	$658K	Add +1.2%
BALT Inn Defined Wealth Shield	0.27%	22,071	$646K	Add +45.7%
LMT Lockheed Martin Corp.	0.26%	1,370	$623K	No change
KNG FT Vest S&P 500 DVD Arst TRG	0.26%	11,502	$618K	Reduce -1.9%
CAT Caterpillar Inc.	0.25%	1,646	$603K	Add +8.9%
SLYV SS SPDR S&P 600 SC Val ETF	0.25%	7,204	$598K	Add +48.8%
CGW Invesco S&P Global Water Ind	0.24%	10,474	$582K	Reduce -7.8%
USFR Wisdomtree Floating Rate Tre	0.24%	11,565	$582K	Add +20.1%
IBB iShares Biotechnology ETF	0.24%	4,193	$575K	No change
XLV SS Health Care Select Sector	0.23%	3,784	$559K	Add +31.8%
SLYG SS SPDR S&P 600 SC GR ETF	0.23%	6,311	$551K	Add +64.7%
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.22%	305	$520K	New
XLE SS Energy Select Sector	0.21%	5,350	$505K	Reduce -12.7%
AGG iShares Core U.S. Aggregate	0.21%	5,053	$495K	Add +1.1%
GCOW Pacer Global Cash Cows Divid	0.20%	14,021	$487K	New
ORCL Oracle Corp.	0.20%	3,740	$470K	Add +6.7%
PPA Invesco Aerospace & Defense	0.19%	4,432	$450K	Reduce -3.6%
RTX RTX Corp.	0.19%	4,596	$448K	Add +1.6%
VNLA Janus Henderson Short Durati	0.19%	9,224	$447K	Add +0.4%
XOM Exxon Mobil Corp.	0.17%	3,595	$418K	Add +12.8%
BSCS Invesco Bulletshares 2028 CB	0.16%	19,673	$395K	Add +23.7%
XLP SS Consumer Staples Sel Sect	0.16%	5,127	$391K	No change
RDVI FT Vest Rising Dividend Achi	0.16%	15,952	$391K	No change
IDV iShares International Select	0.16%	13,777	$386K	Reduce -0.6%
ED Consolidated Edison Inc.	0.16%	4,122	$374K	No change
WELL Welltower Inc.	0.15%	3,962	$370K	No change
PULS Pgim Ultra Short Bond ETF	0.15%	7,053	$351K	Reduce -10.3%
DTE DTE Energy Company	0.14%	3,082	$346K	No change
NJAN Innovator Growth 100 Power B	0.14%	7,928	$346K	Add +44.4%
INTC Intel Corp.	0.13%	7,151	$316K	Add +5.0%
CMI Cummins Inc.	0.13%	1,041	$307K	Add +5.7%
VOX Vanguard Communication Servi	0.13%	2,331	$306K	Reduce -24.2%
TDIV FT Nasdaq Tech DVD Index FD	0.12%	4,185	$292K	Reduce -4.5%
CMA Comerica Inc.	0.12%	5,167	$284K	Reduce -21.2%
MO Altria Group Inc.	0.11%	6,331	$276K	Reduce -0.2%
COP Conocophillips	0.11%	2,098	$267K	Add +6.8%
UJUL Innovator U.S. Equity Ultra	0.10%	7,890	$251K	Reduce -83.5%
DE Deere & Co.	0.10%	584	$240K	No change
ABBV Abbvie Inc.	0.10%	1,287	$234K	New
NVDA Nvidia Corp.	0.10%	259	$234K	New
SLV iShares Silver Trust	0.10%	10,100	$230K	New
EQL CI Inv SP 500 Equ Weg Ind-Ui	0.10%	1,937	$229K	No change
MZTI The Marzetti Company filed as LANCASTER COLONY CORP	0.09%	1,098	$228K	New
CEG Constellation Energy	0.09%	1,220	$226K	New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.09%	1,161	$222K	New
XLK SS Technology Select Sector	0.09%	1,046	$218K	No change
JXN Jackson Financial Inc. Class A	0.09%	3,234	$214K	New
LQDW iShares Ingr Corp. BD B/W ETF	0.09%	7,252	$212K	Reduce -6.0%
CLX Clorox Company	0.09%	1,375	$211K	New
RSPN Invesco S&P 500 Equal Weight	0.09%	4,385	$209K	Reduce -37.0%
MDLZ Mondelez International Inc. Class A	0.09%	2,973	$208K	Add +0.1%
MOO Vaneck Agribusiness ETF	0.09%	2,752	$207K	No change

Other holdings (2): bonds, preferreds, convertibles and warrants · $454K (not counted above)

Security	Class	Shares / Principal	Value	Change
IBDQ iShares Ibonds Dec 2025 Term	IBONDS DEC25 ETF · principal	9,704	$241K	No change
IBDR iShares Ibonds Dec 2026 Term	IBONDS DEC2026 · principal	8,952	$214K	No change

Total filed on the 13F, all lines: $241.0M.

Portfolio Sells Q4 2023 → Q1 2024


DJUL FT Vest US Equity Deep Buffe	Sold out	0.00%	−1.62
UAUG Innovator U.S. Equity Ultra	Sold out	0.00%	−1.18
DAPR FT Vest U.S. Equity Deep Buf	Sold out	0.00%	−1.08
UAPR Innovator U.S. Equity Ultra	Sold out	0.00%	−1.07
DVY iShares Select Dividend ETF	Sold out	0.00%	−0.91
DJUN FT Vest US Equity Deep Buffe	Sold out	0.00%	−0.75
UJUL Innovator U.S. Equity Ultra	Reduce -83.5%	0.10%	−0.57
FTCS First Trust Capital Strength	Reduce -19.2%	0.61%	−0.18
VHT Vanguard Health Care ETF	Sold out	0.00%	−0.15
PXD Pioneer Natural Resources Co.	Sold out	0.00%	−0.10
FVD First Trust Value Line DVD	Reduce -6.7%	0.63%	−0.10
TLTW iShares 20+ Bond Buywrite	Sold out	0.00%	−0.09
NJUL Innovator Growth 100 Power B	Sold out	0.00%	−0.09
AMGN Amgen Inc.	Reduce -1.1%	0.56%	−0.08
RSPN Invesco S&P 500 Equal Weight	Reduce -37.0%	0.09%	−0.05
CMA Comerica Inc.	Reduce -21.2%	0.12%	−0.05
MOAT Vaneck Morningstar Wide Moat	Reduce -1.4%	0.69%	−0.05
VIG Vanguard Dividend Apprec ETF	Reduce -1.6%	0.78%	−0.05
USMV iShares MSCI USA Min Vol Fac	Reduce -2.7%	0.62%	−0.05
VOX Vanguard Communication Servi	Reduce -24.2%	0.13%	−0.04
CGW Invesco S&P Global Water Ind	Reduce -7.8%	0.24%	−0.04
PULS Pgim Ultra Short Bond ETF	Reduce -10.3%	0.15%	−0.04
XLE SS Energy Select Sector	Reduce -12.7%	0.21%	−0.03
KNG FT Vest S&P 500 DVD Arst TRG	Reduce -1.9%	0.26%	−0.03
RDVY First Trust Rising Dividend	Reduce -2.9%	0.35%	−0.02
QUAL iShares MSCI USA Quality Fac	Reduce -2.4%	0.76%	−0.02
IDV iShares International Select	Reduce -0.6%	0.16%	−0.02
LQDW iShares Ingr Corp. BD B/W ETF	Reduce -6.0%	0.09%	−0.02
LIN Linde PLC	Reduce -3.5%	0.48%	−0.01
PPA Invesco Aerospace & Defense	Reduce -3.6%	0.19%	−0.01
COWZ Pacer US Cash Cows 100 ETF	Reduce -0.5%	1.23%	−0.01
TDIV FT Nasdaq Tech DVD Index FD	Reduce -4.5%	0.12%	−0.01
COF Capital One Financial Corp.	Reduce -3.2%	0.40%	−0.01
RGTI Rigetti Computing Inc.	Sold out	0.00%	−0.01
MO Altria Group Inc.	Reduce -0.2%	0.11%	−0.00
EMR Emerson Electric Co.	Reduce -1.5%	0.49%	+0.01
QCOM Qualcomm Inc.	Reduce -1.8%	0.55%	+0.01
WMT Walmart Inc.	Reduce -0.3%	1.53%	+0.03
TGT Target Corp.	Reduce -2.1%	0.35%	+0.03
WM Waste Management Inc.	Reduce -1.1%	0.70%	+0.03
AVGO Broadcom Inc.	Reduce -1.9%	1.50%	+0.06
ALL Allstate Corp.	Reduce -1.5%	0.96%	+0.08
JPM JPMorgan Chase & Co.	Reduce -1.9%	2.64%	+0.08
TT Trane Technologies PLC	Reduce -0.8%	1.02%	+0.08
MRK Merck & Co. Inc.	Reduce -0.0%	1.87%	+0.14
ETN Eaton Corp. PLC	Reduce -6.4%	2.14%	+0.17
LLY Eli Lilly & Co.	Reduce -0.8%	1.34%	+0.21
META Meta Platforms Inc. Class A	Reduce -1.7%	1.30%	+0.22
MPC Marathon Petroleum Corp.	Reduce -1.9%	2.25%	+0.36

Portfolio Buys Q4 2023 → Q1 2024


GFEB FT Vest US Equity Moderate B	New	1.86%	+1.86
PMAR Innovator U.S. Equity Power	New	1.49%	+1.49
DFEB FT Vest U.S. Equity Deep Buf	New	0.99%	+0.99
ZALT Innovator US Eq 10 Buffer	New	0.93%	+0.93
FDL First Trust Morn DVD Lead Inc.	Add +364.3%	0.83%	+0.64
VCIT Vanguard Int-Term Corporate	New	0.36%	+0.36
DXCM Dexcom Inc.	New	0.32%	+0.32
AMD Advanced Micro Devices	Add +19.1%	0.97%	+0.22
MSTR Strategy Inc.	New	0.22%	+0.22
VTI VG Morningstar TS MKT ETF-US	Add +138.7%	0.36%	+0.20
GCOW Pacer Global Cash Cows Divid	New	0.20%	+0.20
FANG Diamondback Energy Inc.	Add +5.0%	0.94%	+0.15
EW Edwards Lifesciences Corp.	Add +8.6%	0.81%	+0.14
AMZN Amazon.com Inc.	Add +5.7%	1.12%	+0.12
JCI Johnson Controls Internation	Add +6.9%	1.42%	+0.11
FISV Fiserv Inc.	Add +5.3%	0.85%	+0.10
ABBV Abbvie Inc.	New	0.10%	+0.10
NVDA Nvidia Corp.	New	0.10%	+0.10
SLV iShares Silver Trust	New	0.10%	+0.10
MZTI The Marzetti Company	New	0.09%	+0.09
CEG Constellation Energy	New	0.09%	+0.09
IBM Intl Business Machines Corp.	New	0.09%	+0.09
JXN Jackson Financial Inc. Class A	New	0.09%	+0.09
CLX Clorox Company	New	0.09%	+0.09
SLYG SS SPDR S&P 600 SC GR ETF	Add +64.7%	0.23%	+0.08
BALT Inn Defined Wealth Shield	Add +45.7%	0.27%	+0.07
DVN Devon Energy Corp.	Add +6.2%	1.37%	+0.06
SLYV SS SPDR S&P 600 SC Val ETF	Add +48.8%	0.25%	+0.06
MSFT Microsoft Corp.	Add +2.5%	2.52%	+0.06
XLV SS Health Care Select Sector	Add +31.8%	0.23%	+0.05
GOOGL Alphabet Inc. Class A	Add +9.0%	0.96%	+0.05
SYK Stryker Corp.	Add +1.5%	0.60%	+0.05
CB Chubb Ltd.	Add +0.5%	1.61%	+0.04
CAT Caterpillar Inc.	Add +8.9%	0.25%	+0.04
NJAN Innovator Growth 100 Power B	Add +44.4%	0.14%	+0.04
DGRW Wisdomtree U.S. Quality Divi	Add +15.7%	0.35%	+0.04
LOW Lowe's Cos Inc.	Add +3.8%	0.61%	+0.03
PG The Procter & Gamble Co.	Add +6.2%	0.63%	+0.03
IQV Iqvia Holdings Inc.	Add +6.1%	0.80%	+0.03
CRM Salesforce Inc.	Add +0.6%	0.94%	+0.03
XOM Exxon Mobil Corp.	Add +12.8%	0.17%	+0.03
HD Home Depot Inc.	Add +2.6%	1.95%	+0.03
MSI Motorola Solutions Inc.	Add +0.3%	1.68%	+0.02
ORCL Oracle Corp.	Add +6.7%	0.20%	+0.02
WTFC Wintrust Financial Corp.	Add +5.3%	0.42%	+0.02
EL Estee Lauder Companies Class A	Add +10.3%	0.59%	+0.02
OEF iShares S&P 100 ETF	Add +3.4%	0.82%	+0.02
CMI Cummins Inc.	Add +5.7%	0.13%	+0.02
CVX Chevron Corp.	Add +8.8%	0.65%	+0.02
USFR Wisdomtree Floating Rate Tre	Add +20.1%	0.24%	+0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	203	$377.7M	QQQ, JPM, LLY, AAPL, ETN
Q1 2026	192	$336.4M	QQQ, JPM, AAPL, JNJ, WMT
Q4 2025	188	$330.8M	QQQ, JPM, AAPL, MSFT, AVGO
Q3 2025	183	$322.3M	JPM, QQQ, AAPL, MSFT, AVGO
Q2 2025	180	$304.3M	JPM, QQQ, MSFT, AVGO, AAPL
Q1 2025	173	$280.8M	JPM, AAPL, QQQ, MSFT, HD
Q4 2024	164	$274.4M	JPM, AAPL, AVGO, MSFT, HD
Q3 2024	164	$273.7M	JPM, AAPL, MSFT, HD, ETN
Q2 2024	156	$255.0M	JPM, MSFT, AAPL, ETN, AVGO
Q1 2024	156	$240.5M	JPM, MSFT, MPC, ETN, AAPL