Comprehensive Financial Consultants Institutional, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Comprehensive Financial Consultants Institutional, Inc. reported 183 stock positions worth $322.3 million. Its top holding was JPMorgan Chase (JPM) at 2.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 2.6%) and Apple (AAPL, 2.4%). Compared with Q2 2025, it opened 10 new positions, sold out of 7, added to 78 and reduced 64. The biggest buy was a new position in FT Vest US Equity Deep Buffe (DJUL) and the biggest sale an exit from FT Vest U.S. Equity Deep Buf (DSEP).
- Most Recent 13F
- Q2 2026
- Location
- Bloomington, IN
- CIK
- 0001915714
- Portfolio Value
- $322.3M (Q3 2025)
- SEC Filing
- 0001172661-25-004303 ↗ filed Oct 16, 2025
Holdings Value
Holdings 183 stocks · $322.3M
| JPM JPMorgan Chase & Co. | 2.79% | 28,460 | $9.0M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.60% | 13,943 | $8.4M | Add +4.5% |
| AAPL Apple Inc. | 2.37% | 30,037 | $7.6M | Add +0.8% |
| MSFT Microsoft Corp. | 2.34% | 14,537 | $7.5M | Reduce -1.0% |
| AVGO Broadcom Inc. | 2.14% | 20,861 | $6.9M | Reduce -13.7% |
| HD Home Depot Inc. | 1.87% | 14,856 | $6.0M | Add +2.1% |
| ETN Eaton Corp. PLC | 1.84% | 15,851 | $5.9M | Add +0.7% |
| MPC Marathon Petroleum Corp. | 1.78% | 29,819 | $5.7M | Add +2.3% |
| JNJ Johnson & Johnson | 1.73% | 30,120 | $5.6M | Add +2.2% |
| WMT Walmart Inc. | 1.71% | 53,376 | $5.5M | Reduce -0.3% |
| JCI Johnson Controls Internation | 1.66% | 48,627 | $5.3M | Reduce -11.1% |
| ABBV Abbvie Inc. | 1.64% | 22,801 | $5.3M | Add +22.2% |
| MSI Motorola Solutions Inc. | 1.59% | 11,177 | $5.1M | Add +2.6% |
| ADI Analog Devices Inc. | 1.52% | 19,969 | $4.9M | Add +2.0% |
| VZ Verizon Communications Inc. | 1.50% | 110,207 | $4.8M | Add +4.0% |
| CME Cme Group Inc. | 1.49% | 17,834 | $4.8M | Add +3.4% |
| CB Chubb Ltd. | 1.48% | 16,852 | $4.8M | Add +3.7% |
| MDT Medtronic PLC | 1.43% | 48,297 | $4.6M | Reduce -1.0% |
| UNP Union Pacific Corp. | 1.38% | 18,856 | $4.5M | Add +4.2% |
| APD Air Products & Chemicals Inc. | 1.35% | 15,928 | $4.3M | Add +3.6% |
| BBY Best Buy Co. Inc. | 1.33% | 56,653 | $4.3M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.32% | 6,403 | $4.3M | Add +7.7% |
| GNOV FT Vest US Equity Moderate B | 1.30% | 110,028 | $4.2M | Reduce -1.7% |
| ZALT Innovator US Eq 10 Buffer | 1.26% | 127,355 | $4.1M | Add +1.3% |
| CMCSA Comcast Corp. Class A | 1.21% | 124,221 | $3.9M | Add +5.0% |
| LLY Eli Lilly & Co. | 1.12% | 4,724 | $3.6M | Reduce -4.9% |
| PNOV Innovator U.S. Equity Power | 1.11% | 86,776 | $3.6M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.08% | 15,888 | $3.5M | Add +6.2% |
| GOOGL Alphabet Inc. Class A | 1.07% | 14,201 | $3.5M | Reduce -4.7% |
| FIS Fidelity National Info Serv | 1.06% | 51,927 | $3.4M | Add +8.6% |
| MS Morgan Stanley | 0.96% | 19,377 | $3.1M | Reduce -2.6% |
| GEV GE Vernova Inc. | 0.94% | 4,950 | $3.0M | Add +2.8% |
| BALT Inn Defined Wealth Shield | 0.93% | 91,524 | $3.0M | Add +4.0% |
| DJUL FT Vest US Equity Deep Buffe | 0.91% | 62,684 | $2.9M | New |
| AMD Advanced Micro Devices | 0.90% | 17,917 | $2.9M | Reduce -12.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.90% | 20,029 | $2.9M | Reduce -0.3% |
| DRI Darden Restaurants Inc. | 0.89% | 15,019 | $2.9M | Add +3.4% |
| FTGS First Trust Grwth Strgth ETF | 0.87% | 77,779 | $2.8M | Add +65.8% |
| META Meta Platforms Inc. Class A | 0.86% | 3,795 | $2.8M | Reduce -2.7% |
| IQV Iqvia Holdings Inc. | 0.84% | 14,197 | $2.7M | Add +1.3% |
| TT Trane Technologies PLC | 0.82% | 6,274 | $2.6M | Reduce -0.7% |
| ALL Allstate Corp. | 0.82% | 12,330 | $2.6M | Add +2.2% |
| QGRW Wisdomtree US Quality Growth | 0.81% | 45,368 | $2.6M | Add +9.4% |
| CDNS Cadence Design SYS Inc. | 0.81% | 7,406 | $2.6M | Add +1.5% |
| NXPI NXP Semiconductors NV | 0.79% | 11,203 | $2.6M | Add +3.0% |
| STE Steris PLC | 0.78% | 10,098 | $2.5M | Add +2.3% |
| UNH Unitedhealth Group Inc. | 0.77% | 7,163 | $2.5M | Add +4.8% |
| EW Edwards Lifesciences Corp. | 0.77% | 31,709 | $2.5M | Add +4.1% |
| V Visa Inc. Class A | 0.76% | 7,159 | $2.4M | Add +1.8% |
| NOBL Proshares S&P 500 Dividend A | 0.75% | 23,335 | $2.4M | Reduce -22.2% |
| FDL First Trust Morn DVD Lead Inc. | 0.73% | 54,241 | $2.4M | Add +1.9% |
| IWM iShares Russell 2000 ETF | 0.71% | 9,509 | $2.3M | Add +253.1% |
| SPGI S&P Global Inc. | 0.71% | 4,719 | $2.3M | Reduce -1.1% |
| SNPS Synopsys Inc. | 0.71% | 4,643 | $2.3M | Add +42.4% |
| FANG Diamondback Energy Inc. | 0.70% | 15,825 | $2.3M | Add +5.2% |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 9,930 | $2.1M | Add +0.8% |
| NOC Northrop Grumman Corp. | 0.64% | 3,393 | $2.1M | Reduce -0.7% |
| CRM Salesforce Inc. | 0.64% | 8,695 | $2.1M | Add +0.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.61% | 19,785 | $2.0M | Add +7.1% |
| BUFF Innovator Laddered Allocatio | 0.60% | 39,274 | $1.9M | Add +7.4% |
| CMG Chipotle Mexican Grill Inc. | 0.59% | 48,908 | $1.9M | Add +34.7% |
| FISV Fiserv Inc. | 0.57% | 14,283 | $1.8M | Add +8.2% |
| MSTR Strategy Inc. | 0.56% | 5,614 | $1.8M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.54% | 6,885 | $1.7M | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 0.53% | 24,923 | $1.7M | Reduce -11.4% |
| GCOW Pacer Global Cash Cows Divid | 0.52% | 42,510 | $1.7M | Add +85.8% |
| SYK Stryker Corp. | 0.52% | 4,546 | $1.7M | No change |
| CVX Chevron Corp. | 0.51% | 10,670 | $1.7M | Reduce -1.2% |
| FVD First Trust Value Line DVD | 0.50% | 35,198 | $1.6M | Reduce -0.1% |
| WM Waste Management Inc. | 0.49% | 7,182 | $1.6M | Reduce -0.1% |
| DXCM Dexcom Inc. | 0.49% | 23,548 | $1.6M | Add +11.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.49% | 27,361 | $1.6M | Reduce -37.8% |
| BUFZ FT Vest Laddered Moderate Bu | 0.48% | 59,497 | $1.5M | Add +25.2% |
| HON Honeywell International Inc. | 0.48% | 7,300 | $1.5M | Add +3.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.47% | 15,949 | $1.5M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.45% | 4,766 | $1.4M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.44% | 9,326 | $1.4M | Add +5.1% |
| ABT Abbott Laboratories | 0.43% | 10,410 | $1.4M | Add +4.1% |
| IVV iShares Core S&P 500 ETF | 0.43% | 2,048 | $1.4M | Reduce -0.8% |
| COWG Pacer US LRG Cap Cows GR LD | 0.42% | 37,588 | $1.4M | Add +376.5% |
| PEP Pepsico Inc. | 0.42% | 9,692 | $1.4M | Add +4.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.42% | 15,118 | $1.3M | Add +9.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.40% | 16,858 | $1.3M | Add +1.7% |
| EMR Emerson Electric Co. | 0.40% | 9,855 | $1.3M | Reduce -1.7% |
| QCOM Qualcomm Inc. | 0.40% | 7,713 | $1.3M | Add +1.7% |
| ORCL Oracle Corp. | 0.38% | 4,404 | $1.2M | No change |
| AMGN Amgen Inc. | 0.38% | 4,324 | $1.2M | Reduce -1.6% |
| BA The Boeing Co. | 0.38% | 5,628 | $1.2M | Reduce -3.2% |
| ADBE Adobe Inc. | 0.37% | 3,348 | $1.2M | Add +5.0% |
| USFR Wisdomtree Floating Rate Tre | 0.35% | 22,730 | $1.1M | Add +19.4% |
| TFC Truist Financial Corp. | 0.35% | 24,797 | $1.1M | Add +1.1% |
| LIN Linde PLC | 0.35% | 2,348 | $1.1M | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.34% | 16,280 | $1.1M | Add +5.0% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.33% | 23,028 | $1.1M | Reduce -2.1% |
| CCI Crown Castle Inc. | 0.33% | 10,944 | $1.1M | Add +11.3% |
| DUK Duke Energy Corp. | 0.33% | 8,527 | $1.1M | Reduce -0.6% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 22,853 | $1.0M | Add +4.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.32% | 13,524 | $1.0M | Add +5.8% |
| NVDA Nvidia Corp. | 0.32% | 5,459 | $1.0M | Reduce -2.2% |
| COF Capital One Financial Corp. | 0.31% | 4,726 | $1.0M | Reduce -7.1% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $443K (not counted above)
Total filed on the 13F, all lines: $322.8M.
Portfolio Sells Q2 2025 → Q3 2025
| DSEP FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.85 |
| OEF iShares S&P 100 ETF | Reduce -58.6% | 0.27% | −0.36 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.32 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -37.8% | 0.49% | −0.31 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.27 |
| NOBL Proshares S&P 500 Dividend A | Reduce -22.2% | 0.75% | −0.25 |
| JCI Johnson Controls Internation | Reduce -11.1% | 1.66% | −0.24 |
| MRK Merck & Co. Inc. | Reduce -68.3% | 0.09% | −0.19 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -69.0% | 0.09% | −0.19 |
| AAPR Ino Eq Po ETF 2YR AP2028-Usd | Sold out | 0.00% | −0.18 |
| TGT Target Corp. | Sold out | 0.00% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -4.9% | 1.12% | −0.15 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.14 |
| SPGI S&P Global Inc. | Reduce -1.1% | 0.71% | −0.11 |
| CSCO Cisco Systems Inc. | Reduce -11.4% | 0.53% | −0.11 |
| TT Trane Technologies PLC | Reduce -0.7% | 0.82% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -2.7% | 0.86% | −0.08 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -28.6% | 0.20% | −0.08 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -31.1% | 0.20% | −0.07 |
| MSFT Microsoft Corp. | Reduce -1.0% | 2.34% | −0.06 |
| AMD Advanced Micro Devices | Reduce -12.9% | 0.90% | −0.06 |
| AVGO Broadcom Inc. | Reduce -13.7% | 2.14% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -20.1% | 0.22% | −0.05 |
| WM Waste Management Inc. | Reduce -0.1% | 0.49% | −0.05 |
| COF Capital One Financial Corp. | Reduce -7.1% | 0.31% | −0.04 |
| GNOV FT Vest US Equity Moderate B | Reduce -1.7% | 1.30% | −0.04 |
| RGTI Rigetti Computing Inc. | Sold out | 0.00% | −0.04 |
| EMR Emerson Electric Co. | Reduce -1.7% | 0.40% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -21.8% | 0.11% | −0.03 |
| PNOV Innovator U.S. Equity Power | Reduce -0.8% | 1.11% | −0.03 |
| NFLX Netflix Inc. | Reduce -19.5% | 0.06% | −0.03 |
| AMGN Amgen Inc. | Reduce -1.6% | 0.38% | −0.02 |
| BA The Boeing Co. | Reduce -3.2% | 0.38% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.3% | 0.47% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -2.6% | 0.26% | −0.02 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -2.5% | 0.24% | −0.02 |
| LIN Linde PLC | Reduce -0.4% | 0.35% | −0.02 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -4.5% | 0.17% | −0.02 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -1.4% | 0.23% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.2% | 2.79% | −0.02 |
| PULS Pgim Ultra Short Bond ETF | Reduce -6.8% | 0.11% | −0.01 |
| WMT Walmart Inc. | Reduce -0.3% | 1.71% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -0.1% | 0.50% | −0.01 |
| DFEB FT Vest U.S. Equity Deep Buf | Reduce -2.1% | 0.33% | −0.01 |
| SO The Southern Co. | Reduce -11.3% | 0.08% | −0.01 |
| ROBO Robo Global Robotics and Aut | Reduce -14.1% | 0.08% | −0.01 |
| SMOT Vaneck Morningstar Smid Moat | Reduce -1.8% | 0.22% | −0.01 |
| WELL Welltower Inc. | Reduce -12.3% | 0.19% | −0.01 |
| SIXD Allian US Equ 6 Mon BU10-Usd | Reduce -0.3% | 0.20% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.6% | 0.33% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| DJUL FT Vest US Equity Deep Buffe | New | 0.91% | +0.91 |
| IWM iShares Russell 2000 ETF | Add +253.1% | 0.71% | +0.52 |
| ABBV Abbvie Inc. | Add +22.2% | 1.64% | +0.50 |
| AAPL Apple Inc. | Add +0.8% | 2.37% | +0.36 |
| FTGS First Trust Grwth Strgth ETF | Add +65.8% | 0.87% | +0.34 |
| COWG Pacer US LRG Cap Cows GR LD | Add +376.5% | 0.42% | +0.33 |
| JNJ Johnson & Johnson | Add +2.2% | 1.73% | +0.25 |
| GCOW Pacer Global Cash Cows Divid | Add +85.8% | 0.52% | +0.24 |
| MPC Marathon Petroleum Corp. | Add +2.3% | 1.78% | +0.19 |
| ZAUG Innov Eq Protect ETF - 1 Aug | New | 0.18% | +0.18 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.5% | 2.60% | +0.18 |
| SNPS Synopsys Inc. | Add +42.4% | 0.71% | +0.16 |
| BBY Best Buy Co. Inc. | Add +4.3% | 1.33% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.7% | 1.32% | +0.12 |
| HD Home Depot Inc. | Add +2.1% | 1.87% | +0.11 |
| SGVT Schwab Govt Money Market ETF | New | 0.11% | +0.11 |
| IQV Iqvia Holdings Inc. | Add +1.3% | 0.84% | +0.11 |
| GEV GE Vernova Inc. | Add +2.8% | 0.94% | +0.11 |
| QGRW Wisdomtree US Quality Growth | Add +9.4% | 0.81% | +0.09 |
| BUFZ FT Vest Laddered Moderate Bu | Add +25.2% | 0.48% | +0.09 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.09% | +0.09 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | New | 0.09% | +0.09 |
| QYLG Global X Nasdaq 100 Covc GRW | New | 0.09% | +0.09 |
| MSI Motorola Solutions Inc. | Add +2.6% | 1.59% | +0.08 |
| VHT Vanguard Health Care ETF | New | 0.07% | +0.07 |
| UAUG Innovator U.S. Equity Ultra | New | 0.07% | +0.07 |
| CDNS Cadence Design SYS Inc. | Add +1.5% | 0.81% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +4.8% | 0.77% | +0.07 |
| WCLD Wisdomtree Cloud Computing | New | 0.06% | +0.06 |
| GOOG Alphabet Inc. Class C | New | 0.06% | +0.06 |
| XME SS SPDR S&P Metals Mining | Add +2.8% | 0.21% | +0.05 |
| USFR Wisdomtree Floating Rate Tre | Add +19.4% | 0.35% | +0.04 |
| MOAT Vaneck Morningstar Wide Moat | Add +7.1% | 0.61% | +0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Add +9.8% | 0.42% | +0.04 |
| SIXF Allian US Equ 6 Mon BU10-Usd | Add +22.6% | 0.20% | +0.03 |
| AIRR First Trust Rba American Ind | Add +18.0% | 0.14% | +0.03 |
| BUFF Innovator Laddered Allocatio | Add +7.4% | 0.60% | +0.03 |
| MU Micron Technology Inc. | Add +12.7% | 0.10% | +0.03 |
| FANG Diamondback Energy Inc. | Add +5.2% | 0.70% | +0.02 |
| ALL Allstate Corp. | Add +2.2% | 0.82% | +0.02 |
| RDVY First Trust Rising Dividend | Add +5.9% | 0.31% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.7% | 0.40% | +0.02 |
| PEP Pepsico Inc. | Add +4.3% | 0.42% | +0.02 |
| PPA Invesco Aerospace & Defense | Add +3.2% | 0.24% | +0.02 |
| UNP Union Pacific Corp. | Add +4.2% | 1.38% | +0.01 |
| RSPN Invesco S&P 500 Equal Weight | Add +15.0% | 0.10% | +0.01 |
| NXPI NXP Semiconductors NV | Add +3.0% | 0.79% | +0.01 |
| XLF SS Financial Select Sector | Add +8.5% | 0.15% | +0.01 |
| SIXP Allian US Equ 6 Mon BU10-Usd | Add +7.1% | 0.09% | +0.01 |
| TFC Truist Financial Corp. | Add +1.1% | 0.35% | +0.01 |
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 |