Comprehensive Financial Consultants Institutional, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Comprehensive Financial Consultants Institutional, Inc. reported 173 stock positions worth $280.8 million. Its top holding was JPMorgan Chase (JPM) at 2.7% of the portfolio, followed by Apple (AAPL, 2.3%) and Invesco QQQ Trust Series 1 (QQQ, 2.0%). Compared with Q4 2024, it opened 20 new positions, sold out of 11, added to 77 and reduced 55. The biggest buy was Fidelity National Info Serv (FIS, shares +181%) and the biggest sale Broadcom (AVGO, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomington, IN
- CIK
- 0001915714
- Portfolio Value
- $280.8M (Q1 2025)
- SEC Filing
- 0001172661-25-001994 ↗ filed May 15, 2025
Holdings Value
Holdings 173 stocks · $280.8M
| JPM JPMorgan Chase & Co. | 2.71% | 31,063 | $7.6M | Reduce -3.8% |
| AAPL Apple Inc. | 2.30% | 29,080 | $6.5M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.00% | 11,992 | $5.6M | Add +49.5% |
| MSFT Microsoft Corp. | 1.99% | 14,883 | $5.6M | Add +1.3% |
| HD Home Depot Inc. | 1.82% | 13,954 | $5.1M | Add +0.5% |
| CB Chubb Ltd. | 1.77% | 16,473 | $5.0M | Add +1.9% |
| WMT Walmart Inc. | 1.77% | 56,595 | $5.0M | Reduce -2.8% |
| MSI Motorola Solutions Inc. | 1.73% | 11,079 | $4.9M | Reduce -0.8% |
| JNJ Johnson & Johnson | 1.71% | 29,014 | $4.8M | Add +2.6% |
| CME Cme Group Inc. | 1.69% | 17,840 | $4.7M | Reduce -5.0% |
| VZ Verizon Communications Inc. | 1.68% | 103,995 | $4.7M | Add +4.2% |
| JCI Johnson Controls Internation | 1.66% | 58,294 | $4.7M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 1.58% | 16,338 | $4.4M | Add +1.3% |
| MPC Marathon Petroleum Corp. | 1.56% | 30,060 | $4.4M | Add +7.7% |
| APD Air Products & Chemicals Inc. | 1.55% | 14,746 | $4.3M | Add +0.8% |
| MDT Medtronic PLC | 1.49% | 46,690 | $4.2M | Add +1.6% |
| MRK Merck & Co. Inc. | 1.47% | 46,114 | $4.1M | Add +16.4% |
| LLY Eli Lilly & Co. | 1.47% | 4,998 | $4.1M | Add +7.5% |
| UNP Union Pacific Corp. | 1.46% | 17,378 | $4.1M | Add +1.5% |
| CMCSA Comcast Corp. Class A | 1.44% | 109,831 | $4.1M | Add +14.6% |
| AVGO Broadcom Inc. | 1.43% | 23,980 | $4.0M | Reduce -14.0% |
| GNOV FT Vest US Equity Moderate B | 1.39% | 113,464 | $3.9M | Reduce -5.5% |
| ADI Analog Devices Inc. | 1.34% | 18,697 | $3.8M | Add +8.0% |
| ZALT Innovator US Eq 10 Buffer | 1.30% | 122,477 | $3.6M | Add +11.6% |
| BBY Best Buy Co. Inc. | 1.29% | 49,258 | $3.6M | Add +4.0% |
| PNOV Innovator U.S. Equity Power | 1.16% | 87,523 | $3.3M | Reduce -7.3% |
| META Meta Platforms Inc. Class A | 1.14% | 5,551 | $3.2M | Reduce -6.0% |
| FIS Fidelity National Info Serv | 1.13% | 42,597 | $3.2M | Add +181.3% |
| DRI Darden Restaurants Inc. | 1.12% | 15,180 | $3.2M | Add +1.8% |
| NOBL Proshares S&P 500 Dividend A | 1.11% | 30,590 | $3.1M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.06% | 15,583 | $3.0M | Add +0.2% |
| ALL Allstate Corp. | 1.01% | 13,756 | $2.8M | Reduce -0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 1.00% | 51,096 | $2.8M | Reduce -1.3% |
| FISV Fiserv Inc. | 0.99% | 12,633 | $2.8M | Reduce -2.5% |
| BALT Inn Defined Wealth Shield | 0.98% | 87,409 | $2.7M | Add +15.0% |
| V Visa Inc. Class A | 0.98% | 7,825 | $2.7M | Reduce -4.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.97% | 22,313 | $2.7M | Reduce -0.5% |
| ICE Intercontinental Exchange Inc. | 0.96% | 15,702 | $2.7M | Add +1.6% |
| TT Trane Technologies PLC | 0.95% | 7,943 | $2.7M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 4,671 | $2.6M | Add +241.2% |
| SPGI S&P Global Inc. | 0.87% | 4,829 | $2.5M | Add +1.8% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.87% | 61,425 | $2.4M | Reduce -2.1% |
| MS Morgan Stanley | 0.83% | 20,054 | $2.3M | Reduce -2.0% |
| FDL First Trust Morn DVD Lead Inc. | 0.83% | 53,817 | $2.3M | Add +8.9% |
| UNH Unitedhealth Group Inc. | 0.80% | 4,296 | $2.3M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 0.80% | 14,472 | $2.2M | Reduce -3.6% |
| STE Steris PLC | 0.78% | 9,616 | $2.2M | Add +1.7% |
| CRM Salesforce Inc. | 0.77% | 8,055 | $2.2M | Add +1.9% |
| FANG Diamondback Energy Inc. | 0.75% | 13,260 | $2.1M | Add +6.9% |
| LHX L3HARRIS Technologies Inc. | 0.71% | 9,540 | $2.0M | Add +2.9% |
| EW Edwards Lifesciences Corp. | 0.70% | 26,932 | $2.0M | Add +9.4% |
| VIG Vanguard Dividend Apprec ETF | 0.69% | 9,970 | $1.9M | Add +0.5% |
| NXPI NXP Semiconductors NV | 0.68% | 10,050 | $1.9M | Add +6.9% |
| QGRW Wisdomtree US Quality Growth | 0.67% | 42,619 | $1.9M | Reduce -0.9% |
| OEF iShares S&P 100 ETF | 0.64% | 6,651 | $1.8M | Reduce -17.0% |
| NOC Northrop Grumman Corp. | 0.63% | 3,452 | $1.8M | Add +0.1% |
| IQV Iqvia Holdings Inc. | 0.63% | 9,998 | $1.8M | Add +8.1% |
| CVX Chevron Corp. | 0.63% | 10,511 | $1.8M | Add +1.8% |
| AMD Advanced Micro Devices | 0.62% | 16,921 | $1.7M | Add +13.2% |
| WM Waste Management Inc. | 0.62% | 7,491 | $1.7M | Reduce -2.4% |
| CSCO Cisco Systems Inc. | 0.61% | 27,611 | $1.7M | Reduce -4.2% |
| SYK Stryker Corp. | 0.60% | 4,518 | $1.7M | Add +0.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.59% | 18,963 | $1.7M | Reduce -1.7% |
| BUFF Innovator Laddered Allocatio | 0.58% | 36,819 | $1.6M | Add +6.2% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.58% | 5,608 | $1.6M | Add +0.4% |
| FVD First Trust Value Line DVD | 0.57% | 35,761 | $1.6M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.56% | 9,214 | $1.6M | Reduce -2.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.56% | 16,726 | $1.6M | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.54% | 6,508 | $1.5M | Add +3.5% |
| MCD McDonald's Corp. | 0.54% | 4,819 | $1.5M | Reduce -1.1% |
| HON Honeywell International Inc. | 0.53% | 7,047 | $1.5M | Reduce -5.4% |
| ABT Abbott Laboratories | 0.53% | 11,119 | $1.5M | Reduce -7.3% |
| FTGS First Trust Grwth Strgth ETF | 0.50% | 47,621 | $1.4M | Add +0.2% |
| PEP Pepsico Inc. | 0.50% | 9,346 | $1.4M | Add +10.2% |
| CDNS Cadence Design SYS Inc. | 0.50% | 5,487 | $1.4M | New |
| AMGN Amgen Inc. | 0.49% | 4,447 | $1.4M | Reduce -0.4% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.48% | 20,635 | $1.4M | Add +38.9% |
| BMY Bristol-Myers Squibb Co. | 0.47% | 21,499 | $1.3M | Reduce -4.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.44% | 16,873 | $1.2M | Add +1.5% |
| KO The Coca-Cola Co. | 0.42% | 16,608 | $1.2M | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 0.42% | 2,091 | $1.2M | Reduce -1.2% |
| QCOM Qualcomm Inc. | 0.41% | 7,452 | $1.1M | Add +2.3% |
| CCI Crown Castle Inc. | 0.40% | 10,860 | $1.1M | Add +49.3% |
| LIN Linde PLC | 0.39% | 2,364 | $1.1M | Reduce -3.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.39% | 13,754 | $1.1M | Add +13.4% |
| EMR Emerson Electric Co. | 0.39% | 9,891 | $1.1M | Reduce -3.6% |
| DUK Duke Energy Corp. | 0.38% | 8,636 | $1.1M | Reduce -0.9% |
| ADBE Adobe Inc. | 0.37% | 2,710 | $1.0M | Add +7.8% |
| TFC Truist Financial Corp. | 0.36% | 24,748 | $1.0M | Reduce -2.6% |
| UPS United Parcel Service Class B | 0.36% | 9,066 | $997K | Add +21.2% |
| BA The Boeing Co. | 0.35% | 5,742 | $979K | Reduce -1.7% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.34% | 22,687 | $956K | New |
| USFR Wisdomtree Floating Rate Tre | 0.34% | 18,986 | $956K | Add +2.0% |
| BUFZ FT Vest Laddered Moderate Bu | 0.34% | 40,570 | $953K | Add +138.3% |
| COF Capital One Financial Corp. | 0.34% | 5,277 | $946K | Reduce -2.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.32% | 11,509 | $902K | Add +2.4% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.31% | 10,476 | $870K | Add +4.9% |
| DXCM Dexcom Inc. | 0.31% | 12,624 | $862K | Add +21.6% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.31% | 22,986 | $862K | Reduce -23.2% |
| BSCQ Invesco Bulletshares 2026 CB | 0.30% | 43,967 | $856K | Add +1.7% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $451K (not counted above)
Total filed on the 13F, all lines: $281.3M.
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -14.0% | 1.43% | −0.93 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.63 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.61 |
| GOOGL Alphabet Inc. Class A | Reduce -3.6% | 0.80% | −0.24 |
| OEF iShares S&P 100 ETF | Reduce -17.0% | 0.64% | −0.20 |
| DJUN FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.18 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -23.2% | 0.31% | −0.17 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.16 |
| HDV iShares Core High Dividend E | Reduce -46.4% | 0.21% | −0.16 |
| MSI Motorola Solutions Inc. | Reduce -0.8% | 1.73% | −0.15 |
| WMT Walmart Inc. | Reduce -2.8% | 1.77% | −0.15 |
| GNOV FT Vest US Equity Moderate B | Reduce -5.5% | 1.39% | −0.14 |
| DJUL FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.14 |
| PNOV Innovator U.S. Equity Power | Reduce -7.3% | 1.16% | −0.14 |
| DMAY FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -6.0% | 1.14% | −0.12 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.12 |
| UJUL Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 2.71% | −0.11 |
| QGRW Wisdomtree US Quality Growth | Reduce -0.9% | 0.67% | −0.11 |
| MS Morgan Stanley | Reduce -2.0% | 0.83% | −0.10 |
| CGW Invesco S&P Global Water Ind | Reduce -51.6% | 0.09% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.09 |
| HON Honeywell International Inc. | Reduce -5.4% | 0.53% | −0.08 |
| ROBO Robo Global Robotics and Aut | Reduce -43.1% | 0.08% | −0.08 |
| EMR Emerson Electric Co. | Reduce -3.6% | 0.39% | −0.08 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.07 |
| NNOV Innovator G-100 PB ETF - Nov | Sold out | 0.00% | −0.07 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -1.3% | 1.00% | −0.07 |
| DSEP FT Vest U.S. Equity Deep Buf | Reduce -2.1% | 0.87% | −0.06 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -1.7% | 0.59% | −0.06 |
| XLE SS Energy Select Sector | Reduce -36.9% | 0.12% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -11.3% | 0.26% | −0.06 |
| IBB iShares Biotechnology ETF | Reduce -33.5% | 0.09% | −0.05 |
| TFC Truist Financial Corp. | Reduce -2.6% | 0.36% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 0.42% | −0.04 |
| XLK SS Technology Select Sector | Reduce -2.0% | 0.18% | −0.03 |
| JCI Johnson Controls Internation | Reduce -0.9% | 1.66% | −0.03 |
| BA The Boeing Co. | Reduce -1.7% | 0.35% | −0.03 |
| CAT Caterpillar Inc. | Reduce -1.8% | 0.17% | −0.03 |
| TJX TJX Companies Inc. | Reduce -0.5% | 0.97% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.7% | 0.56% | −0.02 |
| IDV iShares International Select | Reduce -21.4% | 0.12% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -4.2% | 0.61% | −0.01 |
| COF Capital One Financial Corp. | Reduce -2.1% | 0.34% | −0.01 |
| AOCT In Equ D PR ETF - 2 Y O 2026 | Reduce -6.7% | 0.11% | −0.01 |
| CMA Comerica Inc. | Reduce -3.7% | 0.09% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -0.0% | 0.27% | −0.01 |
| PPA Invesco Aerospace & Defense | Reduce -1.3% | 0.18% | −0.00 |
| NOBL Proshares S&P 500 Dividend A | Reduce -0.4% | 1.11% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| FIS Fidelity National Info Serv | Add +181.3% | 1.13% | +0.69 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +241.2% | 0.93% | +0.64 |
| QQQ Invesco QQQ Trust Series 1 | Add +49.5% | 2.00% | +0.51 |
| CDNS Cadence Design SYS Inc. | New | 0.50% | +0.50 |
| DFEB FT Vest U.S. Equity Deep Buf | New | 0.34% | +0.34 |
| UFEB Innovator U.S. Equity Ultra | New | 0.27% | +0.27 |
| VZ Verizon Communications Inc. | Add +4.2% | 1.68% | +0.22 |
| JNJ Johnson & Johnson | Add +2.6% | 1.71% | +0.22 |
| BUFZ FT Vest Laddered Moderate Bu | Add +138.3% | 0.34% | +0.19 |
| PXJ Invesco Oil & Gas Services E | New | 0.19% | +0.19 |
| SIXD Allian US Equ 6 Mon BU10-Usd | New | 0.18% | +0.18 |
| CCI Crown Castle Inc. | Add +49.3% | 0.40% | +0.16 |
| LLY Eli Lilly & Co. | Add +7.5% | 1.47% | +0.16 |
| MDT Medtronic PLC | Add +1.6% | 1.49% | +0.16 |
| CB Chubb Ltd. | Add +1.9% | 1.77% | +0.14 |
| QCJA FT NDQ100 CNS Buff ETF - Jan | New | 0.14% | +0.14 |
| MPC Marathon Petroleum Corp. | Add +7.7% | 1.56% | +0.14 |
| CMCSA Comcast Corp. Class A | Add +14.6% | 1.44% | +0.13 |
| QMFE FT NDQ100 Mod Buff ETF - Feb | New | 0.13% | +0.13 |
| ICE Intercontinental Exchange Inc. | Add +1.6% | 0.96% | +0.12 |
| XLF SS Financial Select Sector | New | 0.12% | +0.12 |
| XME SS SPDR S&P Metals Mining | New | 0.12% | +0.12 |
| SIXF Allian US Equ 6 Mon BU10-Usd | New | 0.12% | +0.12 |
| DJAN FT Vest U.S. Equity Deep Buf | New | 0.12% | +0.12 |
| DRI Darden Restaurants Inc. | Add +1.8% | 1.12% | +0.11 |
| ZALT Innovator US Eq 10 Buffer | Add +11.6% | 1.30% | +0.11 |
| FDL First Trust Morn DVD Lead Inc. | Add +8.9% | 0.83% | +0.11 |
| BALT Inn Defined Wealth Shield | Add +15.0% | 0.98% | +0.11 |
| QYLD Global X Nasd 100 Cov Call | New | 0.09% | +0.09 |
| AIRR First Trust Rba American Ind | New | 0.09% | +0.09 |
| COWG Pacer US LRG Cap Cows GR LD | New | 0.09% | +0.09 |
| PM Philip Morris International | New | 0.08% | +0.08 |
| ZJAN Innovator Edp ETF - 1Y Jan | New | 0.08% | +0.08 |
| CVX Chevron Corp. | Add +1.8% | 0.63% | +0.08 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.08% | +0.08 |
| EL Estee Lauder Companies Class A | Add +38.9% | 0.48% | +0.08 |
| MMM 3M Co. | New | 0.08% | +0.08 |
| CASY Casey's General Stores Inc. | New | 0.07% | +0.07 |
| MDLZ Mondelez International Inc. Class A | New | 0.07% | +0.07 |
| STE Steris PLC | Add +1.7% | 0.78% | +0.07 |
| CIBR First Trust Nasdaq Cybersecu | Add +40.2% | 0.21% | +0.06 |
| BSCS Invesco Bulletshares 2028 CB | Add +34.5% | 0.20% | +0.05 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.5% | 0.44% | +0.04 |
| NVDA Nvidia Corp. | Add +64.9% | 0.19% | +0.04 |
| NOC Northrop Grumman Corp. | Add +0.1% | 0.63% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +3.9% | 0.80% | +0.04 |
| UNP Union Pacific Corp. | Add +1.5% | 1.46% | +0.04 |
| MRK Merck & Co. Inc. | Add +16.4% | 1.47% | +0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Add +13.4% | 0.39% | +0.03 |
| EW Edwards Lifesciences Corp. | Add +9.4% | 0.70% | +0.03 |
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 |