Comprehensive Financial Consultants Institutional, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Comprehensive Financial Consultants Institutional, Inc. reported 164 stock positions worth $274.4 million. Its top holding was JPMorgan Chase (JPM) at 2.8% of the portfolio, followed by Apple (AAPL, 2.6%) and Broadcom (AVGO, 2.4%). Compared with Q3 2024, it opened 12 new positions, sold out of 12, added to 68 and reduced 62. The biggest buy was a new position in FT Vest US Equity Moderate B (GNOV) and the biggest sale an exit from FT Vest US Equity Moderate B (GFEB).
- Most Recent 13F
- Q2 2026
- Location
- Bloomington, IN
- CIK
- 0001915714
- Portfolio Value
- $274.4M (Q4 2024)
- SEC Filing
- 0001172661-25-000343 ↗ filed Jan 24, 2025
Holdings Value
Holdings 164 stocks · $274.4M
| JPM JPMorgan Chase & Co. | 2.82% | 32,287 | $7.7M | Reduce -2.9% |
| AAPL Apple Inc. | 2.63% | 28,823 | $7.2M | Add +1.0% |
| AVGO Broadcom Inc. | 2.36% | 27,881 | $6.5M | Add +0.7% |
| MSFT Microsoft Corp. | 2.26% | 14,695 | $6.2M | Add +2.2% |
| HD Home Depot Inc. | 1.97% | 13,879 | $5.4M | Add +2.8% |
| ETN Eaton Corp. PLC | 1.95% | 16,128 | $5.4M | Reduce -0.0% |
| WMT Walmart Inc. | 1.92% | 58,243 | $5.3M | Reduce -4.6% |
| MSI Motorola Solutions Inc. | 1.88% | 11,165 | $5.2M | Reduce -3.1% |
| JCI Johnson Controls Internation | 1.69% | 58,812 | $4.6M | Add +2.2% |
| CB Chubb Ltd. | 1.63% | 16,167 | $4.5M | Reduce -0.0% |
| CME Cme Group Inc. | 1.59% | 18,787 | $4.4M | Add +2.7% |
| APD Air Products & Chemicals Inc. | 1.55% | 14,627 | $4.2M | Add +3.4% |
| GNOV FT Vest US Equity Moderate B | 1.53% | 120,010 | $4.2M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.50% | 8,023 | $4.1M | Add +4.5% |
| JNJ Johnson & Johnson | 1.49% | 28,267 | $4.1M | Add +4.0% |
| BBY Best Buy Co. Inc. | 1.48% | 47,344 | $4.1M | Add +4.2% |
| VZ Verizon Communications Inc. | 1.46% | 99,845 | $4.0M | Add +5.2% |
| MRK Merck & Co. Inc. | 1.44% | 39,635 | $3.9M | Add +7.2% |
| UNP Union Pacific Corp. | 1.42% | 17,118 | $3.9M | Add +4.7% |
| MPC Marathon Petroleum Corp. | 1.42% | 27,902 | $3.9M | Add +3.5% |
| ADI Analog Devices Inc. | 1.34% | 17,319 | $3.7M | Add +12.7% |
| MDT Medtronic PLC | 1.34% | 45,965 | $3.7M | Add +5.3% |
| CMCSA Comcast Corp. Class A | 1.31% | 95,870 | $3.6M | Add +5.7% |
| LLY Eli Lilly & Co. | 1.31% | 4,651 | $3.6M | Add +2.6% |
| PNOV Innovator U.S. Equity Power | 1.30% | 94,376 | $3.6M | New |
| META Meta Platforms Inc. Class A | 1.26% | 5,905 | $3.5M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 1.24% | 15,546 | $3.4M | Reduce -0.4% |
| ZALT Innovator US Eq 10 Buffer | 1.19% | 109,781 | $3.3M | Add +2.9% |
| NOBL Proshares S&P 500 Dividend A | 1.11% | 30,708 | $3.1M | Add +6.7% |
| COWZ Pacer US Cash Cows 100 ETF | 1.07% | 51,776 | $2.9M | Add +0.7% |
| TT Trane Technologies PLC | 1.06% | 7,898 | $2.9M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 1.04% | 15,013 | $2.8M | Add +1.6% |
| DRI Darden Restaurants Inc. | 1.01% | 14,912 | $2.8M | Add +10.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.99% | 22,427 | $2.7M | Add +1.1% |
| FISV Fiserv Inc. | 0.97% | 12,956 | $2.7M | Reduce -4.3% |
| ALL Allstate Corp. | 0.97% | 13,766 | $2.7M | Add +1.5% |
| CRM Salesforce Inc. | 0.96% | 7,909 | $2.6M | Add +0.5% |
| V Visa Inc. Class A | 0.95% | 8,227 | $2.6M | Add +3.5% |
| MS Morgan Stanley | 0.94% | 20,470 | $2.6M | Add +83.5% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.93% | 62,725 | $2.5M | Reduce -0.6% |
| BALT Inn Defined Wealth Shield | 0.87% | 75,998 | $2.4M | Add +10.9% |
| SPGI S&P Global Inc. | 0.86% | 4,744 | $2.4M | Add +3.8% |
| OEF iShares S&P 100 ETF | 0.84% | 8,011 | $2.3M | Reduce -1.2% |
| ICE Intercontinental Exchange Inc. | 0.84% | 15,463 | $2.3M | Reduce -0.2% |
| QGRW Wisdomtree US Quality Growth | 0.77% | 43,008 | $2.1M | Add +94.5% |
| UNH Unitedhealth Group Inc. | 0.76% | 4,133 | $2.1M | Add +4.9% |
| FANG Diamondback Energy Inc. | 0.74% | 12,404 | $2.0M | Add +5.6% |
| FDL First Trust Morn DVD Lead Inc. | 0.73% | 49,439 | $2.0M | Add +0.5% |
| NXPI NXP Semiconductors NV | 0.71% | 9,399 | $2.0M | Add +5.5% |
| LHX L3HARRIS Technologies Inc. | 0.71% | 9,271 | $1.9M | Add +5.5% |
| STE Steris PLC | 0.71% | 9,456 | $1.9M | Add +7.2% |
| VIG Vanguard Dividend Apprec ETF | 0.71% | 9,922 | $1.9M | Reduce -0.4% |
| EW Edwards Lifesciences Corp. | 0.66% | 24,628 | $1.8M | Add +8.7% |
| IQV Iqvia Holdings Inc. | 0.66% | 9,251 | $1.8M | Add +10.0% |
| AMD Advanced Micro Devices | 0.66% | 14,955 | $1.8M | Add +8.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.65% | 19,292 | $1.8M | Add +0.6% |
| DVN Devon Energy Corp. | 0.63% | 53,216 | $1.7M | Reduce -32.4% |
| CSCO Cisco Systems Inc. | 0.62% | 28,807 | $1.7M | Reduce -33.9% |
| HON Honeywell International Inc. | 0.61% | 7,451 | $1.7M | Reduce -3.6% |
| HAL Halliburton Co. | 0.61% | 61,644 | $1.7M | Add +6.1% |
| NOC Northrop Grumman Corp. | 0.59% | 3,450 | $1.6M | Reduce -1.2% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.59% | 5,586 | $1.6M | Add +27.5% |
| SYK Stryker Corp. | 0.59% | 4,482 | $1.6M | Add +3.0% |
| PG The Procter & Gamble Co. | 0.58% | 9,466 | $1.6M | Reduce -1.3% |
| FVD First Trust Value Line DVD | 0.57% | 35,739 | $1.6M | Reduce -2.2% |
| BUFF Innovator Laddered Allocatio | 0.57% | 34,676 | $1.6M | Add +1.0% |
| LOW Lowe's Cos Inc. | 0.57% | 6,288 | $1.6M | Add +1.4% |
| WM Waste Management Inc. | 0.56% | 7,676 | $1.5M | Reduce -3.2% |
| CVX Chevron Corp. | 0.55% | 10,327 | $1.5M | Reduce -3.6% |
| FTGS First Trust Grwth Strgth ETF | 0.54% | 47,539 | $1.5M | Reduce -3.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.54% | 16,553 | $1.5M | Reduce -3.6% |
| MCD McDonald's Corp. | 0.51% | 4,870 | $1.4M | Reduce -1.3% |
| ABT Abbott Laboratories | 0.49% | 12,000 | $1.4M | Add +2.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.48% | 29,944 | $1.3M | Reduce -14.3% |
| PEP Pepsico Inc. | 0.47% | 8,479 | $1.3M | Reduce -1.9% |
| EMR Emerson Electric Co. | 0.46% | 10,266 | $1.3M | Reduce -4.2% |
| BMY Bristol-Myers Squibb Co. | 0.46% | 22,444 | $1.3M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 0.45% | 2,117 | $1.2M | Reduce -1.8% |
| FIS Fidelity National Info Serv | 0.45% | 15,141 | $1.2M | New |
| AMGN Amgen Inc. | 0.42% | 4,466 | $1.2M | Reduce -1.9% |
| QCOM Qualcomm Inc. | 0.41% | 7,282 | $1.1M | Reduce -2.8% |
| ADBE Adobe Inc. | 0.41% | 2,514 | $1.1M | Add +6.8% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.41% | 14,854 | $1.1M | Add +24.1% |
| TFC Truist Financial Corp. | 0.40% | 25,413 | $1.1M | Reduce -4.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.40% | 16,630 | $1.1M | Reduce -2.1% |
| KO The Coca-Cola Co. | 0.38% | 16,882 | $1.1M | Reduce -0.9% |
| BA The Boeing Co. | 0.38% | 5,842 | $1.0M | No change |
| LIN Linde PLC | 0.37% | 2,445 | $1.0M | Reduce -2.7% |
| HDV iShares Core High Dividend E | 0.36% | 8,906 | $1000K | Reduce -0.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.36% | 12,128 | $982K | Add +7.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.36% | 11,245 | $981K | Add +50.0% |
| COF Capital One Financial Corp. | 0.35% | 5,388 | $961K | Reduce -19.0% |
| UPS United Parcel Service Class B | 0.34% | 7,478 | $943K | Reduce -1.3% |
| DUK Duke Energy Corp. | 0.34% | 8,718 | $939K | Reduce -6.8% |
| USFR Wisdomtree Floating Rate Tre | 0.34% | 18,607 | $936K | Add +7.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.33% | 9,984 | $902K | Add +51.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 2,996 | $868K | Reduce -7.5% |
| BSCQ Invesco Bulletshares 2026 CB | 0.31% | 43,225 | $840K | No change |
| RDVY First Trust Rising Dividend | 0.30% | 13,842 | $819K | Reduce -1.5% |
| DXCM Dexcom Inc. | 0.29% | 10,383 | $807K | Add +41.6% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $449K (not counted above)
Total filed on the 13F, all lines: $274.8M.
Portfolio Sells Q3 2024 → Q4 2024
| GFEB FT Vest US Equity Moderate B | Sold out | 0.00% | −1.59 |
| PMAR Innovator U.S. Equity Power | Sold out | 0.00% | −1.30 |
| DVN Devon Energy Corp. | Reduce -32.4% | 0.63% | −0.49 |
| WTFC Wintrust Financial Corp. | Sold out | 0.00% | −0.39 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.36 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.26 |
| CSCO Cisco Systems Inc. | Reduce -33.9% | 0.62% | −0.23 |
| CCI Crown Castle Inc. | Reduce -27.7% | 0.24% | −0.20 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -14.3% | 0.48% | −0.11 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.42% | −0.11 |
| NJAN Innovator Growth 100 Power B | Sold out | 0.00% | −0.09 |
| EQL CI Inv SP 500 Equ Weg Ind-Ui | Sold out | 0.00% | −0.09 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -2.1% | 0.40% | −0.09 |
| NOC Northrop Grumman Corp. | Reduce -1.2% | 0.59% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.08 |
| CB Chubb Ltd. | Reduce -0.0% | 1.63% | −0.08 |
| COP Conocophillips | Sold out | 0.00% | −0.08 |
| MMM 3M Co. | Sold out | 0.00% | −0.07 |
| TT Trane Technologies PLC | Reduce -1.3% | 1.06% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.07 |
| ICE Intercontinental Exchange Inc. | Reduce -0.2% | 0.84% | −0.07 |
| IBB iShares Biotechnology ETF | Reduce -26.2% | 0.14% | −0.07 |
| NKE Nike Inc. Class B | Reduce -9.4% | 0.23% | −0.07 |
| PEP Pepsico Inc. | Reduce -1.9% | 0.47% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.8% | 0.29% | −0.07 |
| LIN Linde PLC | Reduce -2.7% | 0.37% | −0.06 |
| KO The Coca-Cola Co. | Reduce -0.9% | 0.38% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -2.8% | 0.41% | −0.06 |
| DUK Duke Energy Corp. | Reduce -6.8% | 0.34% | −0.05 |
| TGT Target Corp. | Reduce -1.7% | 0.24% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -12.6% | 0.16% | −0.04 |
| FVD First Trust Value Line DVD | Reduce -2.2% | 0.57% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.6% | 0.54% | −0.04 |
| WM Waste Management Inc. | Reduce -3.2% | 0.56% | −0.04 |
| ROBO Robo Global Robotics and Aut | Reduce -16.2% | 0.16% | −0.03 |
| MCD McDonald's Corp. | Reduce -1.3% | 0.51% | −0.03 |
| UPS United Parcel Service Class B | Reduce -1.3% | 0.34% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -3.0% | 0.27% | −0.03 |
| CVX Chevron Corp. | Reduce -3.6% | 0.55% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.58% | −0.03 |
| SLV iShares Silver Trust | Reduce -10.6% | 0.11% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -0.9% | 0.36% | −0.02 |
| FTGS First Trust Grwth Strgth ETF | Reduce -3.6% | 0.54% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.5% | 0.32% | −0.02 |
| LQDW iShares Ingr Corp. BD B/W ETF | Reduce -6.3% | 0.12% | −0.02 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -10.2% | 0.11% | −0.02 |
| COF Capital One Financial Corp. | Reduce -19.0% | 0.35% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 0.71% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -3.1% | 1.88% | −0.01 |
| TFC Truist Financial Corp. | Reduce -4.0% | 0.40% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| GNOV FT Vest US Equity Moderate B | New | 1.53% | +1.53 |
| PNOV Innovator U.S. Equity Power | New | 1.30% | +1.30 |
| AVGO Broadcom Inc. | Add +0.7% | 2.36% | +0.61 |
| MS Morgan Stanley | Add +83.5% | 0.94% | +0.51 |
| FIS Fidelity National Info Serv | New | 0.45% | +0.45 |
| QGRW Wisdomtree US Quality Growth | Add +94.5% | 0.77% | +0.40 |
| MSTR Strategy Inc. | Add +27.5% | 0.59% | +0.32 |
| SMOT Vaneck Morningstar Smid Moat | New | 0.25% | +0.25 |
| DRI Darden Restaurants Inc. | Add +10.8% | 1.01% | +0.21 |
| AAPL Apple Inc. | Add +1.0% | 2.63% | +0.20 |
| CRM Salesforce Inc. | Add +0.5% | 0.96% | +0.18 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.15% | +0.15 |
| V Visa Inc. Class A | Add +3.5% | 0.95% | +0.15 |
| BUFZ FT Vest Laddered Moderate Bu | New | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 1.04% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.5% | 1.50% | +0.13 |
| AOCT In Equ D PR ETF - 2 Y O 2026 | New | 0.12% | +0.12 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +50.0% | 0.36% | +0.12 |
| EW Edwards Lifesciences Corp. | Add +8.7% | 0.66% | +0.12 |
| CME Cme Group Inc. | Add +2.7% | 1.59% | +0.12 |
| DXCM Dexcom Inc. | Add +41.6% | 0.29% | +0.11 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +51.0% | 0.33% | +0.10 |
| BALT Inn Defined Wealth Shield | Add +10.9% | 0.87% | +0.10 |
| SOXX iShares Semiconductor ETF | New | 0.10% | +0.10 |
| QCOC FT NDQ100 CNS Buff ETF - Oct | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| XLI SS Industrial Select Sector | New | 0.07% | +0.07 |
| NNOV Innovator G-100 PB ETF - Nov | New | 0.07% | +0.07 |
| JCI Johnson Controls Internation | Add +2.2% | 1.69% | +0.06 |
| ZALT Innovator US Eq 10 Buffer | Add +2.9% | 1.19% | +0.05 |
| ADI Analog Devices Inc. | Add +12.7% | 1.34% | +0.05 |
| ORCL Oracle Corp. | Add +24.9% | 0.27% | +0.05 |
| TJX TJX Companies Inc. | Add +1.1% | 0.99% | +0.03 |
| ALL Allstate Corp. | Add +1.5% | 0.97% | +0.03 |
| USFR Wisdomtree Floating Rate Tre | Add +7.3% | 0.34% | +0.02 |
| NVDA Nvidia Corp. | Add +1.2% | 0.14% | +0.01 |
| BUFF Innovator Laddered Allocatio | Add +1.0% | 0.57% | +0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Add +7.2% | 0.36% | +0.01 |
| SYK Stryker Corp. | Add +3.0% | 0.59% | +0.01 |
| XLE SS Energy Select Sector | Add +10.8% | 0.17% | +0.01 |
| XLK SS Technology Select Sector | Add +2.6% | 0.21% | +0.01 |
| BAR Graniteshares Gold Trust | Add +12.5% | 0.08% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +3.4% | 1.55% | +0.01 |
| RSPN Invesco S&P 500 Equal Weight | Add +10.6% | 0.09% | +0.01 |
| PPA Invesco Aerospace & Defense | Add +3.9% | 0.18% | +0.01 |
| ABT Abbott Laboratories | Add +2.1% | 0.49% | +0.01 |
| BSCS Invesco Bulletshares 2028 CB | Add +3.7% | 0.15% | +0.00 |
| FANG Diamondback Energy Inc. | Add +5.6% | 0.74% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.09% | −0.00 |
| SPGI S&P Global Inc. | Add +3.8% | 0.86% | −0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -4.0% | 9,314 | $233K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |