The Analysis of Comprehensive Financial Consultants Institutional, Inc.'s Holdings

Currently, Comprehensive Financial Consultants Institutional, Inc. holds 189 types of securities in its portfolio with a total value $331.1M. In the most recent quarter, they have increased their positions in CMI (+6.3K shares, valued at $3.2M), ETR (+32.7K shares, valued at $3.0M), NVDA (+5.4K shares, valued at $1.0M); decreased their positions in N/A (-2.6K shares, valued at $909.6K), IVV (-1.0K shares, valued at $703.4K), GNOV (-15.7K shares, valued at $624.5K); initiated new positions in ETR (+32.7K shares, valued at $3.0M), RECS (+7.7K shares, valued at $313.1K), N/A (+9.9K shares, valued at $310.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR14.6K shares4.63%2025-12-312026-01-29

JPM JPMORGAN CHASE & CO.27.5K shares-3.43%2025-12-312026-01-29

AAPL APPLE INC28.4K shares-5.47%2025-12-312026-01-29

MSFT MICROSOFT CORP14.3K shares-1.82%2025-12-312026-01-29

BROADCOM INC BROADCOM INC18.2K shares-12.60%2025-12-312026-01-29

JNJ JOHNSON & JOHNSON28.6K shares-5.18%2025-12-312026-01-29

WMT WALMART INC51.6K shares-3.41%2025-12-312026-01-29

JCI JOHNSON CTLS INTL PLC47.0K shares-3.40%2025-12-312026-01-29

Sponsored

HD HOME DEPOT INC15.3K shares2.69%2025-12-312026-01-29

ADI ANALOG DEVICES INC19.3K shares-3.47%2025-12-312026-01-29

CB CHUBB LIMITED16.7K shares-0.87%2025-12-312026-01-29

LLY ELI LILLY & CO4.7K shares-1.06%2025-12-312026-01-29

EATON CORP PLC EATON CORP PLC15.3K shares-3.26%2025-12-312026-01-29

CME CME GROUP INC17.8K shares-0.27%2025-12-312026-01-29

ABBV ABBVIE INC21.2K shares-7.08%2025-12-312026-01-29

MEDTRONIC PLC MEDTRONIC PLC48.3K shares-0.02%2025-12-312026-01-29

Sponsored

VZ VERIZON COMMUNICATIONS INC112.8K shares2.39%2025-12-312026-01-29

MPC MARATHON PETE CORP28.0K shares-6.02%2025-12-312026-01-29

SPY SPDR S&P 500 ETF TR6.7K shares4.20%2025-12-312026-01-29

UNP UNION PAC CORP19.3K shares2.28%2025-12-312026-01-29

MSI MOTOROLA SOLUTIONS INC11.2K shares0.22%2025-12-312026-01-29

ZALT INNOVATOR ETFS TRUST128.1K shares0.60%2025-12-312026-01-29

ALPHABET INC ALPHABET INC13.3K shares-6.20%2025-12-312026-01-29

APD AIR PRODS & CHEMS INC16.6K shares4.01%2025-12-312026-01-29

Sponsored

CMCSA COMCAST CORP NEW136.1K shares9.56%2025-12-312026-01-29

BBY BEST BUY INC58.0K shares2.40%2025-12-312026-01-29

FIS FIDELITY NATL INFORMATION SV57.6K shares10.89%2025-12-312026-01-29

GNOV FIRST TR EXCHNG TRADED FD VI94.3K shares-14.29%2025-12-312026-01-29

CMI CUMMINS INC7.3K shares642.99%2025-12-312026-01-29

AMZN AMAZON COM INC15.9K shares0.21%2025-12-312026-01-29

AMD ADVANCED MICRO DEVICES INC15.9K shares-11.37%2025-12-312026-01-29

PNOV INNOVATOR ETFS TRUST80.0K shares-7.85%2025-12-312026-01-29

Sponsored

BALT INNOVATOR ETFS TRUST94.5K shares3.25%2025-12-312026-01-29

GEV GE VERNOVA INC4.8K shares-2.28%2025-12-312026-01-29

MS MORGAN STANLEY17.4K shares-10.22%2025-12-312026-01-29

ETR ENTERGY CORP NEW32.7K sharesnew addition2025-12-312026-01-29

IQV IQVIA HLDGS INC13.1K shares-7.47%2025-12-312026-01-29

TJX TJX COS INC NEW19.1K shares-4.42%2025-12-312026-01-29

DRI DARDEN RESTAURANTS INC15.9K shares5.71%2025-12-312026-01-29

DJUL FIRST TR EXCHNG TRADED FD VI60.1K shares-4.19%2025-12-312026-01-29

Sponsored

FTGS FIRST TR EXCHANGE-TRADED FD78.5K shares0.88%2025-12-312026-01-29

EW EDWARDS LIFESCIENCES CORP32.4K shares2.33%2025-12-312026-01-29

QGRW WISDOMTREE TR46.4K shares2.32%2025-12-312026-01-29

ALL ALLSTATE CORP12.7K shares2.98%2025-12-312026-01-29

IWM ISHARES TR10.7K shares12.35%2025-12-312026-01-29

V VISA INC7.4K shares3.30%2025-12-312026-01-29

STERIS PLC STERIS PLC10.2K shares1.04%2025-12-312026-01-29

NOBL PROSHARES TR24.8K shares6.32%2025-12-312026-01-29

Sponsored

META META PLATFORMS INC3.9K shares2.98%2025-12-312026-01-29

SPGI S&P GLOBAL INC4.9K shares4.39%2025-12-312026-01-29

NXPI NXP SEMICONDUCTORS N V11.7K shares4.62%2025-12-312026-01-29

FANG DIAMONDBACK ENERGY INC16.6K shares5.09%2025-12-312026-01-29

UNH UNITEDHEALTH GROUP INC7.5K shares4.83%2025-12-312026-01-29

CRM SALESFORCE INC9.3K shares7.51%2025-12-312026-01-29

CDNS CADENCE DESIGN SYSTEM INC7.8K shares5.12%2025-12-312026-01-29

FDL FIRST TR EXCHANGE-TRADED FD54.6K shares0.67%2025-12-312026-01-29

Sponsored

TT TRANE TECHNOLOGIES PLC6.2K shares-1.55%2025-12-312026-01-29

SNPS SYNOPSYS INC5.0K shares7.13%2025-12-312026-01-29

VIG VANGUARD SPECIALIZED FUNDS9.9K shares-0.06%2025-12-312026-01-29

MOAT VANECK ETF TRUST19.8K shares-0.05%2025-12-312026-01-29

CMG CHIPOTLE MEXICAN GRILL INC55.3K shares13.09%2025-12-312026-01-29

NVDA NVIDIA CORPORATION10.9K shares99.08%2025-12-312026-01-29

BUFF INNOVATOR ETFS TRUST40.5K shares3.16%2025-12-312026-01-29

DXCM DEXCOM INC28.9K shares22.56%2025-12-312026-01-29

Sponsored

NOC NORTHROP GRUMMAN CORP3.3K shares-2.12%2025-12-312026-01-29

BUFZ FIRST TR EXCHNG TRADED FD VI69.7K shares17.19%2025-12-312026-01-29

CSCO CISCO SYS INC23.7K shares-4.85%2025-12-312026-01-29

GCOW PACER FDS TR43.6K shares2.53%2025-12-312026-01-29

CVX CHEVRON CORP NEW11.0K shares3.44%2025-12-312026-01-29

LOW LOWES COS INC6.9K shares0.12%2025-12-312026-01-29

FVD FIRST TR EXCHANGE-TRADED FD34.9K shares-0.87%2025-12-312026-01-29

WM WASTE MGMT INC DEL7.3K shares1.74%2025-12-312026-01-29

Sponsored

SYK STRYKER CORPORATION4.5K shares-1.10%2025-12-312026-01-29

HON HONEYWELL INTL INC8.0K shares8.97%2025-12-312026-01-29

USMV ISHARES TR15.8K shares-0.92%2025-12-312026-01-29

FI FISERV INC21.8K shares52.63%2025-12-312026-01-29

AZN ASTRAZENECA PLC15.8K shares-6.02%2025-12-312026-01-29

MCD MCDONALDS CORP4.7K shares-0.88%2025-12-312026-01-29

DGRW WISDOMTREE TR15.8K shares4.48%2025-12-312026-01-29

PG PROCTER AND GAMBLE CO9.8K shares5.52%2025-12-312026-01-29

Sponsored

PEP PEPSICO INC9.8K shares1.02%2025-12-312026-01-29

BMY BRISTOL-MYERS SQUIBB CO25.6K shares11.81%2025-12-312026-01-29

COWZ PACER FDS TR22.7K shares-17.03%2025-12-312026-01-29

COWG PACER FDS TR38.6K shares2.75%2025-12-312026-01-29

AMGN AMGEN INC4.2K shares-4.02%2025-12-312026-01-29

ABT ABBOTT LABS10.5K shares1.13%2025-12-312026-01-29

COF CAPITAL ONE FINL CORP5.4K shares15.00%2025-12-312026-01-29

QCOM QUALCOMM INC7.7K shares-0.69%2025-12-312026-01-29

Sponsored

EMR EMERSON ELEC CO9.5K shares-4.07%2025-12-312026-01-29

BA BOEING CO5.6K shares0.00%2025-12-312026-01-29

USFR WISDOMTREE TR24.0K shares5.69%2025-12-312026-01-29

UPS UNITED PARCEL SERVICE INC12.0K shares23.52%2025-12-312026-01-29

KO COCA COLA CO16.2K shares-0.45%2025-12-312026-01-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.6K shares12.13%2025-12-312026-01-29

DFEB FIRST TR EXCHNG TRADED FD VI22.9K shares-0.37%2025-12-312026-01-29

TFC TRUIST FINL CORP22.2K shares-10.35%2025-12-312026-01-29

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD15.7K shares5.57%2025-12-312026-01-29

LINDE PLC LINDE PLC2.4K shares2.09%2025-12-312026-01-29

CROWN CASTLE INC CROWN CASTLE INC11.5K shares5.04%2025-12-312026-01-29

CIBR FIRST TR EXCHANGE TRADED FD14.1K shares4.30%2025-12-312026-01-29

UFEB INNOVATOR ETFS TRUST23.5K shares0.00%2025-12-312026-01-29

OEF ISHARES TR2.5K shares-5.43%2025-12-312026-01-29

MSTR STRATEGY INC5.6K shares0.00%2025-12-312026-01-29

ORCL ORACLE CORP4.2K shares-4.65%2025-12-312026-01-29

Sponsored

SIXD AIM ETF PRODUCTS TRUST28.2K shares23.30%2025-12-312026-01-29

BSCQ INVESCO EXCH TRD SLF IDX FD40.4K shares-5.07%2025-12-312026-01-29

PPA INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2025-12-312026-01-29

FIXD FIRST TR EXCHNG TRADED FD VI17.3K shares-3.92%2025-12-312026-01-29

RTX RTX CORPORATION4.1K shares-4.66%2025-12-312026-01-29

XME SPDR SERIES TRUST7.2K shares-1.46%2025-12-312026-01-29

BSCR INVESCO EXCH TRD SLF IDX FD37.4K shares-5.04%2025-12-312026-01-29

SMOT VANECK ETF TRUST19.8K shares-0.17%2025-12-312026-01-29

Sponsored

VTI VANGUARD INDEX FDS2.1K shares-1.18%2025-12-312026-01-29

IVV ISHARES TR1.0K shares-50.15%2025-12-312026-01-29

CAT CATERPILLAR INC1.2K shares-14.46%2025-12-312026-01-29

KMB KIMBERLY-CLARK CORP6.5K shares13.46%2025-12-312026-01-29

WELL WELLTOWER INC3.5K shares0.00%2025-12-312026-01-29

LMT LOCKHEED MARTIN CORP1.3K shares-1.70%2025-12-312026-01-29

SIXF AIM ETF PRODUCTS TRUST20.0K shares-1.79%2025-12-312026-01-29

SOXX ISHARES TR2.1K shares0.00%2025-12-312026-01-29

Sponsored

SLV ISHARES SILVER TR9.8K shares-4.01%2025-12-312026-01-29

SLYG SPDR SERIES TRUST6.5K shares-2.25%2025-12-312026-01-29

SLYV SPDR SERIES TRUST6.5K shares-8.86%2025-12-312026-01-29

ZAUG INNOVATOR ETFS TRUST22.0K shares0.00%2025-12-312026-01-29

BSCS INVESCO EXCH TRD SLF IDX FD27.8K shares-1.79%2025-12-312026-01-29

PXJ INVESCO EXCHANGE TRADED FD T18.8K shares-5.59%2025-12-312026-01-29

XLK SELECT SECTOR SPDR TR3.8K shares55.56%2025-12-312026-01-29

MU MICRON TECHNOLOGY INC1.9K shares0.00%2025-12-312026-01-29

Sponsored

KNG FIRST TR EXCHANGE-TRADED FD10.8K shares0.00%2025-12-312026-01-29

QCJA FIRST TR EXCHNG TRADED FD VI21.6K shares0.00%2025-12-312026-01-29

AIRR FIRST TR EXCHANGE TRADED FD4.8K shares2.90%2025-12-312026-01-29

QMFE FIRST TR EXCHNG TRADED FD VI21.1K shares0.00%2025-12-312026-01-29

XLF SELECT SECTOR SPDR TR8.3K shares-6.51%2025-12-312026-01-29

CEG CONSTELLATION ENERGY CORP1.2K shares0.00%2025-12-312026-01-29

RDVI FIRST TR EXCHANGE-TRADED FD16.2K shares1.38%2025-12-312026-01-29

QCOC FIRST TR EXCHNG TRADED FD VI18.4K shares80.78%2025-12-312026-01-29

Sponsored

ED CONSOLIDATED EDISON INC4.0K shares-2.55%2025-12-312026-01-29

DJAN FIRST TR EXCHNG TRADED FD VI8.8K shares-2.15%2025-12-312026-01-29

DURA VANECK ETF TRUST11.3K shares1.46%2025-12-312026-01-29

BAR GRANITESHARES GOLD TR8.7K shares0.00%2025-12-312026-01-29

JAAA JANUS DETROIT STR TR7.3K shares30.92%2025-12-312026-01-29

DHS WISDOMTREE TR3.5K shares16.37%2025-12-312026-01-29

DTE DTE ENERGY CO2.7K shares0.00%2025-12-312026-01-29

TDIV FIRST TR EXCHANGE TRADED FD3.6K shares16.59%2025-12-312026-01-29

Sponsored

JXN JACKSON FINANCIAL INC3.2K shares0.00%2025-12-312026-01-29

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-0.95%2025-12-312026-01-29

MO ALTRIA GROUP INC5.9K shares-0.10%2025-12-312026-01-29

PULS PGIM ETF TR6.7K shares-1.86%2025-12-312026-01-29

QYLD GLOBAL X FDS18.4K shares0.00%2025-12-312026-01-29

MERCK & CO INC MERCK & CO INC3.1K shares-9.52%2025-12-312026-01-29

XOM EXXON MOBIL CORP2.7K shares-14.21%2025-12-312026-01-29

RECS COLUMBIA ETF TR I7.7K sharesnew addition2025-12-312026-01-29

Sponsored

QYLG GLOBAL X FDS11.4K shares19.32%2025-12-312026-01-29

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA9.9K sharesnew addition2025-12-312026-01-29

RSPN INVESCO EXCHANGE TRADED FD T5.4K shares-9.75%2025-12-312026-01-29

XLE SELECT SECTOR SPDR TR6.9K shares100.00%2025-12-312026-01-29

AOCT INNOVATOR ETFS TRUST11.4K shares0.00%2025-12-312026-01-29

SIXP AIM ETF PRODUCTS TRUST9.4K shares0.00%2025-12-312026-01-29

SDVY FIRST TR EXCHANGE-TRADED FD7.7K shares0.00%2025-12-312026-01-29

SIXO AIM ETF PRODUCTS TRUST8.3K sharesnew addition2025-12-312026-01-29

Sponsored

SIXJ AIM ETF PRODUCTS TRUST8.4K shares-0.70%2025-12-312026-01-29

LQDW ISHARES TR11.7K shares-5.02%2025-12-312026-01-29

IBB ISHARES TR1.7K shares-4.33%2025-12-312026-01-29

CGW INVESCO EXCH TRADED FD TR II4.5K shares0.00%2025-12-312026-01-29

TSLA TESLA INC627 shares-0.79%2025-12-312026-01-29

CMA COMERICA INC3.2K shares-3.73%2025-12-312026-01-29

CALF PACER FDS TR6.3K shares-5.52%2025-12-312026-01-29

DE DEERE & CO584 shares0.00%2025-12-312026-01-29

Sponsored

HDV ISHARES TR2.2K shares0.00%2025-12-312026-01-29

GMAY FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2025-12-312026-01-29

CASY CASEYS GEN STORES INC472 shares0.00%2025-12-312026-01-29

ALPHABET INC ALPHABET INC825 shares-0.60%2025-12-312026-01-29

ROBO EXCHANGE TRADED CONCEPTS TRU3.7K shares-5.47%2025-12-312026-01-29

QMNV FIRST TR EXCHNG TRADED FD VI10.7K sharesnew addition2025-12-312026-01-29

BSCT INVESCO EXCH TRD SLF IDX FD13.1K shares4.23%2025-12-312026-01-29

WCLD WISDOMTREE TR7.0K shares18.69%2025-12-312026-01-29

Sponsored

ZJAN INNOVATOR ETFS TRUST8.9K shares0.00%2025-12-312026-01-29

MMM 3M CO1.5K shares0.00%2025-12-312026-01-29

GRMN GARMIN LTD1.1K shares0.00%2025-12-312026-01-29

UAUG INNOVATOR ETFS TRUST5.6K shares0.00%2025-12-312026-01-29

SO SOUTHERN CO2.5K shares-1.55%2025-12-312026-01-29

MSIF MSC INCOME FUND INC16.8K sharesnew addition2025-12-312026-01-29

DDEC FIRST TR EXCHNG TRADED FD VI4.9K sharesnew addition2025-12-312026-01-29

VHT VANGUARD WORLD FD762 shares-15.80%2025-12-312026-01-29

Sponsored

AJUL INNOVATOR ETFS TRUST7.4K shares0.00%2025-12-312026-01-29

BOTZ GLOBAL X FDS5.9K sharesnew addition2025-12-312026-01-29

SIXZ AIM ETF PRODUCTS TRUST7.2K sharesnew addition2025-12-312026-01-29

IBDR ISHARES TR8.6K shares-4.45%2025-12-312026-01-29

NUBURU INC NUBURU INC100.0K sharesnew addition2025-12-312026-01-29

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TR100 sharesnew addition2025-12-312026-01-29

MSFT Call CallMICROSOFT CORP100 sharesnew addition2025-12-312026-01-29

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION600 sharesnew addition2025-12-312026-01-29