Comprehensive Financial Consultants Institutional, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Comprehensive Financial Consultants Institutional, Inc. reported 180 stock positions worth $304.3 million. Its top holding was JPMorgan Chase (JPM) at 2.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 2.4%) and Microsoft (MSFT, 2.4%). Compared with Q1 2025, it opened 11 new positions, sold out of 4, added to 66 and reduced 77. The biggest buy was Abbvie (ABBV, shares +1344%) and the biggest sale Merck (MRK, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomington, IN
- CIK
- 0001915714
- Portfolio Value
- $304.3M (Q2 2025)
- SEC Filing
- 0001172661-25-002670 ↗ filed Jul 22, 2025
Holdings Value
Holdings 180 stocks · $304.3M
| JPM JPMorgan Chase & Co. | 2.80% | 29,397 | $8.5M | Reduce -5.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.42% | 13,336 | $7.4M | Add +11.2% |
| MSFT Microsoft Corp. | 2.40% | 14,679 | $7.3M | Reduce -1.4% |
| AVGO Broadcom Inc. | 2.19% | 24,180 | $6.7M | Add +0.8% |
| AAPL Apple Inc. | 2.01% | 29,808 | $6.1M | Add +2.5% |
| JCI Johnson Controls Internation | 1.90% | 54,667 | $5.8M | Reduce -6.2% |
| ETN Eaton Corp. PLC | 1.85% | 15,749 | $5.6M | Reduce -3.6% |
| HD Home Depot Inc. | 1.75% | 14,555 | $5.3M | Add +4.3% |
| WMT Walmart Inc. | 1.72% | 53,540 | $5.2M | Reduce -5.4% |
| MPC Marathon Petroleum Corp. | 1.59% | 29,161 | $4.8M | Reduce -3.0% |
| CME Cme Group Inc. | 1.56% | 17,249 | $4.8M | Reduce -3.3% |
| CB Chubb Ltd. | 1.55% | 16,246 | $4.7M | Reduce -1.4% |
| ADI Analog Devices Inc. | 1.53% | 19,567 | $4.7M | Add +4.7% |
| VZ Verizon Communications Inc. | 1.51% | 105,932 | $4.6M | Add +1.9% |
| MSI Motorola Solutions Inc. | 1.51% | 10,893 | $4.6M | Reduce -1.7% |
| JNJ Johnson & Johnson | 1.48% | 29,460 | $4.5M | Add +1.5% |
| APD Air Products & Chemicals Inc. | 1.43% | 15,381 | $4.3M | Add +4.3% |
| MDT Medtronic PLC | 1.40% | 48,781 | $4.3M | Add +4.5% |
| CMCSA Comcast Corp. Class A | 1.39% | 118,329 | $4.2M | Add +7.7% |
| UNP Union Pacific Corp. | 1.37% | 18,105 | $4.2M | Add +4.2% |
| GNOV FT Vest US Equity Moderate B | 1.34% | 111,912 | $4.1M | Reduce -1.4% |
| FIS Fidelity National Info Serv | 1.28% | 47,821 | $3.9M | Add +12.3% |
| LLY Eli Lilly & Co. | 1.27% | 4,968 | $3.9M | Reduce -0.6% |
| ZALT Innovator US Eq 10 Buffer | 1.27% | 125,729 | $3.9M | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.21% | 5,947 | $3.7M | Add +27.3% |
| BBY Best Buy Co. Inc. | 1.20% | 54,290 | $3.6M | Add +10.2% |
| ABBV Abbvie Inc. | 1.14% | 18,657 | $3.5M | Add +1344.0% |
| PNOV Innovator U.S. Equity Power | 1.14% | 87,523 | $3.5M | No change |
| AMZN Amazon.com Inc. | 1.08% | 14,955 | $3.3M | Reduce -4.0% |
| DRI Darden Restaurants Inc. | 1.04% | 14,521 | $3.2M | Reduce -4.3% |
| NOBL Proshares S&P 500 Dividend A | 0.99% | 29,987 | $3.0M | Reduce -2.0% |
| AMD Advanced Micro Devices | 0.96% | 20,576 | $2.9M | Add +21.6% |
| META Meta Platforms Inc. Class A | 0.95% | 3,901 | $2.9M | Reduce -29.7% |
| BALT Inn Defined Wealth Shield | 0.93% | 88,028 | $2.8M | Add +0.7% |
| MS Morgan Stanley | 0.92% | 19,888 | $2.8M | Reduce -0.8% |
| TT Trane Technologies PLC | 0.91% | 6,315 | $2.8M | Reduce -20.5% |
| GOOGL Alphabet Inc. Class A | 0.86% | 14,899 | $2.6M | Add +3.0% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.85% | 61,362 | $2.6M | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.84% | 4,815 | $2.5M | New |
| SPGI S&P Global Inc. | 0.83% | 4,770 | $2.5M | Reduce -1.2% |
| V Visa Inc. Class A | 0.82% | 7,034 | $2.5M | Reduce -10.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.82% | 20,096 | $2.5M | Reduce -9.9% |
| ALL Allstate Corp. | 0.80% | 12,066 | $2.4M | Reduce -12.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.80% | 44,001 | $2.4M | Reduce -13.9% |
| EW Edwards Lifesciences Corp. | 0.78% | 30,455 | $2.4M | Add +13.1% |
| NXPI NXP Semiconductors NV | 0.78% | 10,880 | $2.4M | Add +8.3% |
| STE Steris PLC | 0.78% | 9,867 | $2.4M | Add +2.6% |
| CRM Salesforce Inc. | 0.77% | 8,621 | $2.4M | Add +7.0% |
| FISV Fiserv Inc. | 0.75% | 13,197 | $2.3M | Add +4.5% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.74% | 5,608 | $2.3M | No change |
| CDNS Cadence Design SYS Inc. | 0.74% | 7,294 | $2.2M | Add +32.9% |
| FDL First Trust Morn DVD Lead Inc. | 0.73% | 53,222 | $2.2M | Reduce -1.1% |
| IQV Iqvia Holdings Inc. | 0.73% | 14,021 | $2.2M | Add +40.2% |
| QGRW Wisdomtree US Quality Growth | 0.72% | 41,449 | $2.2M | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.70% | 6,836 | $2.1M | Add +59.1% |
| FANG Diamondback Energy Inc. | 0.68% | 15,050 | $2.1M | Add +13.5% |
| CMG Chipotle Mexican Grill Inc. | 0.67% | 36,298 | $2.0M | New |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 9,855 | $2.0M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.64% | 28,146 | $2.0M | Add +1.9% |
| OEF iShares S&P 100 ETF | 0.64% | 6,367 | $1.9M | Reduce -4.3% |
| DXCM Dexcom Inc. | 0.60% | 21,082 | $1.8M | Add +67.0% |
| SYK Stryker Corp. | 0.59% | 4,546 | $1.8M | Add +0.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.57% | 18,480 | $1.7M | Reduce -2.5% |
| BUFF Innovator Laddered Allocatio | 0.56% | 36,574 | $1.7M | Reduce -0.7% |
| NOC Northrop Grumman Corp. | 0.56% | 3,417 | $1.7M | Reduce -1.0% |
| SNPS Synopsys Inc. | 0.55% | 3,260 | $1.7M | New |
| WM Waste Management Inc. | 0.54% | 7,186 | $1.6M | Reduce -4.1% |
| HON Honeywell International Inc. | 0.54% | 7,055 | $1.6M | Add +0.1% |
| FTGS First Trust Grwth Strgth ETF | 0.53% | 46,920 | $1.6M | Reduce -1.5% |
| FVD First Trust Value Line DVD | 0.52% | 35,237 | $1.6M | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.51% | 7,037 | $1.6M | Add +8.1% |
| CVX Chevron Corp. | 0.51% | 10,796 | $1.5M | Add +2.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.49% | 15,997 | $1.5M | Reduce -4.4% |
| PG The Procter & Gamble Co. | 0.46% | 8,870 | $1.4M | Reduce -3.7% |
| MCD McDonald's Corp. | 0.46% | 4,756 | $1.4M | Reduce -1.3% |
| ABT Abbott Laboratories | 0.45% | 10,000 | $1.4M | Reduce -10.1% |
| EMR Emerson Electric Co. | 0.44% | 10,026 | $1.3M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 0.42% | 2,065 | $1.3M | Reduce -1.2% |
| ADBE Adobe Inc. | 0.41% | 3,187 | $1.2M | Add +17.6% |
| PEP Pepsico Inc. | 0.40% | 9,294 | $1.2M | Reduce -0.6% |
| AMGN Amgen Inc. | 0.40% | 4,394 | $1.2M | Reduce -1.2% |
| BA The Boeing Co. | 0.40% | 5,815 | $1.2M | Add +1.3% |
| QCOM Qualcomm Inc. | 0.40% | 7,584 | $1.2M | Add +1.8% |
| BUFZ FT Vest Laddered Moderate Bu | 0.39% | 47,515 | $1.2M | Add +17.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.38% | 16,575 | $1.2M | Reduce -1.8% |
| DGRW Wisdomtree U.S. Quality Divi | 0.38% | 13,768 | $1.2M | Add +0.1% |
| LIN Linde PLC | 0.36% | 2,357 | $1.1M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.36% | 15,510 | $1.1M | Reduce -6.6% |
| COF Capital One Financial Corp. | 0.36% | 5,087 | $1.1M | Reduce -3.6% |
| TFC Truist Financial Corp. | 0.35% | 24,530 | $1.1M | Reduce -0.9% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.35% | 23,521 | $1.1M | Add +3.7% |
| BMY Bristol-Myers Squibb Co. | 0.33% | 21,871 | $1.0M | Add +1.7% |
| DUK Duke Energy Corp. | 0.33% | 8,578 | $1.0M | Reduce -0.7% |
| CCI Crown Castle Inc. | 0.33% | 9,829 | $1.0M | Reduce -9.5% |
| ICE Intercontinental Exchange Inc. | 0.32% | 5,317 | $976K | Reduce -66.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.32% | 12,787 | $966K | Add +36.1% |
| ORCL Oracle Corp. | 0.32% | 4,404 | $963K | Add +0.4% |
| USFR Wisdomtree Floating Rate Tre | 0.31% | 19,043 | $958K | Add +0.3% |
| UPS United Parcel Service Class B | 0.30% | 9,066 | $915K | No change |
| RDVY First Trust Rising Dividend | 0.29% | 14,076 | $883K | Reduce -1.5% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $442K (not counted above)
Total filed on the 13F, all lines: $304.7M.
Portfolio Sells Q1 2025 → Q2 2025
| MRK Merck & Co. Inc. | Reduce -76.6% | 0.28% | −1.19 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.71 |
| ICE Intercontinental Exchange Inc. | Reduce -66.1% | 0.32% | −0.64 |
| EL Estee Lauder Companies Class A | Reduce -74.1% | 0.14% | −0.34 |
| CB Chubb Ltd. | Reduce -1.4% | 1.55% | −0.22 |
| MSI Motorola Solutions Inc. | Reduce -1.7% | 1.51% | −0.22 |
| ALL Allstate Corp. | Reduce -12.3% | 0.80% | −0.22 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -13.9% | 0.80% | −0.20 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 1.27% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -29.7% | 0.95% | −0.19 |
| V Visa Inc. Class A | Reduce -10.1% | 0.82% | −0.16 |
| TJX TJX Companies Inc. | Reduce -9.9% | 0.82% | −0.15 |
| CME Cme Group Inc. | Reduce -3.3% | 1.56% | −0.12 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.0% | 0.99% | −0.12 |
| IDV iShares International Select | Sold out | 0.00% | −0.12 |
| HDV iShares Core High Dividend E | Reduce -51.1% | 0.09% | −0.12 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -1.1% | 0.73% | −0.10 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.40% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.46% | −0.09 |
| AMGN Amgen Inc. | Reduce -1.2% | 0.40% | −0.09 |
| DRI Darden Restaurants Inc. | Reduce -4.3% | 1.04% | −0.08 |
| MCD McDonald's Corp. | Reduce -1.3% | 0.46% | −0.08 |
| ABT Abbott Laboratories | Reduce -10.1% | 0.45% | −0.08 |
| WM Waste Management Inc. | Reduce -4.1% | 0.54% | −0.08 |
| CLX Clorox Company | Sold out | 0.00% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.07 |
| CCI Crown Castle Inc. | Reduce -9.5% | 0.33% | −0.07 |
| NOC Northrop Grumman Corp. | Reduce -1.0% | 0.56% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.4% | 0.49% | −0.06 |
| KO The Coca-Cola Co. | Reduce -6.6% | 0.36% | −0.06 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -1.8% | 0.38% | −0.06 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -10.5% | 0.27% | −0.05 |
| KMB Kimberly-Clark Corp. | Reduce -1.6% | 0.24% | −0.05 |
| FVD First Trust Value Line DVD | Reduce -1.5% | 0.52% | −0.05 |
| WMT Walmart Inc. | Reduce -5.4% | 1.72% | −0.05 |
| SPGI S&P Global Inc. | Reduce -1.2% | 0.83% | −0.05 |
| TT Trane Technologies PLC | Reduce -20.5% | 0.91% | −0.05 |
| GNOV FT Vest US Equity Moderate B | Reduce -1.4% | 1.34% | −0.04 |
| DUK Duke Energy Corp. | Reduce -0.7% | 0.33% | −0.04 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -10.9% | 0.27% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -4.7% | 0.14% | −0.04 |
| DTE DTE Energy Company | Reduce -11.7% | 0.12% | −0.03 |
| PXJ Invesco Oil & Gas Services E | Reduce -2.9% | 0.16% | −0.03 |
| TGT Target Corp. | Reduce -2.5% | 0.17% | −0.03 |
| LIN Linde PLC | Reduce -0.3% | 0.36% | −0.03 |
| FIXD First Trust Smith Opportunis | Reduce -2.4% | 0.26% | −0.03 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -7.0% | 0.28% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 0.66% | −0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -0.7% | 0.28% | −0.03 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -2.5% | 0.57% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| ABBV Abbvie Inc. | Add +1344.0% | 1.14% | +1.04 |
| GEV GE Vernova Inc. | New | 0.84% | +0.84 |
| AVGO Broadcom Inc. | Add +0.8% | 2.19% | +0.76 |
| CMG Chipotle Mexican Grill Inc. | New | 0.67% | +0.67 |
| SNPS Synopsys Inc. | New | 0.55% | +0.55 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.2% | 2.42% | +0.42 |
| AMD Advanced Micro Devices | Add +21.6% | 0.96% | +0.34 |
| DXCM Dexcom Inc. | Add +67.0% | 0.60% | +0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +27.3% | 1.21% | +0.28 |
| CDNS Cadence Design SYS Inc. | Add +32.9% | 0.74% | +0.24 |
| IWM iShares Russell 2000 ETF | New | 0.19% | +0.19 |
| ADI Analog Devices Inc. | Add +4.7% | 1.53% | +0.19 |
| FIS Fidelity National Info Serv | Add +12.3% | 1.28% | +0.15 |
| DURA Vaneck Durable High Dividend | New | 0.11% | +0.11 |
| CIBR First Trust Nasdaq Cybersecu | Add +36.1% | 0.32% | +0.11 |
| NVDA Nvidia Corp. | Add +15.4% | 0.29% | +0.10 |
| NXPI NXP Semiconductors NV | Add +8.3% | 0.78% | +0.10 |
| IQV Iqvia Holdings Inc. | Add +40.2% | 0.73% | +0.10 |
| ORCL Oracle Corp. | Add +0.4% | 0.32% | +0.10 |
| DHS Wisdomtree US High Dividend | New | 0.09% | +0.09 |
| NFLX Netflix Inc. | New | 0.09% | +0.09 |
| EW Edwards Lifesciences Corp. | Add +13.1% | 0.78% | +0.09 |
| GCOW Pacer Global Cash Cows Divid | Add +50.3% | 0.29% | +0.09 |
| SIXP Allian US Equ 6 Mon BU10-Usd | New | 0.08% | +0.08 |
| TSLA Tesla Inc. | New | 0.07% | +0.07 |
| MU Micron Technology Inc. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 0.86% | +0.07 |
| EMR Emerson Electric Co. | Add +1.4% | 0.44% | +0.05 |
| BA The Boeing Co. | Add +1.3% | 0.40% | +0.05 |
| SOXX iShares Semiconductor ETF | Add +23.6% | 0.17% | +0.05 |
| BUFZ FT Vest Laddered Moderate Bu | Add +17.1% | 0.39% | +0.05 |
| PPA Invesco Aerospace & Defense | Add +11.2% | 0.22% | +0.04 |
| SIXF Allian US Equ 6 Mon BU10-Usd | Add +38.3% | 0.16% | +0.04 |
| RGTI Rigetti Computing Inc. | New | 0.04% | +0.04 |
| NKE Nike Inc. Class B | Add +12.6% | 0.27% | +0.04 |
| XME SS SPDR S&P Metals Mining | Add +17.0% | 0.16% | +0.04 |
| ADBE Adobe Inc. | Add +17.6% | 0.41% | +0.04 |
| CSCO Cisco Systems Inc. | Add +1.9% | 0.64% | +0.04 |
| SIXD Allian US Equ 6 Mon BU10-Usd | Add +20.9% | 0.21% | +0.03 |
| XLK SS Technology Select Sector | Add +1.4% | 0.21% | +0.03 |
| CAT Caterpillar Inc. | Add +0.9% | 0.19% | +0.02 |
| XLF SS Financial Select Sector | Add +16.8% | 0.14% | +0.02 |
| AIRR First Trust Rba American Ind | Add +6.1% | 0.11% | +0.02 |
| QMFE FT NDQ100 Mod Buff ETF - Feb | Add +10.1% | 0.14% | +0.01 |
| QYLD Global X Nasd 100 Cov Call | Add +20.3% | 0.10% | +0.01 |
| HON Honeywell International Inc. | Add +0.1% | 0.54% | +0.01 |
| COWG Pacer US LRG Cap Cows GR LD | Add +1.8% | 0.09% | +0.01 |
| DFEB FT Vest U.S. Equity Deep Buf | Add +3.7% | 0.35% | +0.00 |
| QCJA FT NDQ100 CNS Buff ETF - Jan | Add +3.8% | 0.15% | +0.00 |
| RSPN Invesco S&P 500 Equal Weight | Add +2.9% | 0.09% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -4.0% | 8,939 | $225K |
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 |