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


Currently, Comprehensive Financial Consultants Institutional, Inc. holds 185 types of securities in its portfolio with a total value $322.8M. In the most recent quarter, they have increased their positions in DJUL (+62.7K shares, valued at $2.9M), IWM (+6.8K shares, valued at $1.6M), FTGS (+30.9K shares, valued at $1.1M); decreased their positions in OEF (-3.7K shares, valued at $1.2M), AVGO (-3.3K shares, valued at $1.1M), COWZ (-16.6K shares, valued at $956.3K); initiated new positions in DJUL (+62.7K shares, valued at $2.9M), ZAUG (+22.0K shares, valued at $582.5K), SGVT (+3.6K shares, valued at $358.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
JPM JPMORGAN CHASE & CO.28.5K shares-3.19%2025-09-302025-10-16history
QQQ INVESCO QQQ TR13.9K shares4.55%2025-09-302025-10-16history
AAPL APPLE INC30.0K shares0.77%2025-09-302025-10-16history
MSFT MICROSOFT CORP14.5K shares-0.97%2025-09-302025-10-16history
AVGO BROADCOM INC20.9K shares-13.73%2025-09-302025-10-16history
HD HOME DEPOT INC14.9K shares2.07%2025-09-302025-10-16history
ETN EATON CORP PLC15.9K shares0.65%2025-09-302025-10-16history
MPC MARATHON PETE CORP29.8K shares2.26%2025-09-302025-10-16history
Sponsored
JNJ JOHNSON & JOHNSON30.1K shares2.24%2025-09-302025-10-16history
WMT WALMART INC53.4K shares-0.31%2025-09-302025-10-16history
JCI JOHNSON CTLS INTL PLC48.6K shares-11.05%2025-09-302025-10-16history
ABBV ABBVIE INC22.8K shares22.21%2025-09-302025-10-16history
MSI MOTOROLA SOLUTIONS INC11.2K shares2.61%2025-09-302025-10-16history
ADI ANALOG DEVICES INC20.0K shares2.05%2025-09-302025-10-16history
VZ VERIZON COMMUNICATIONS INC110.2K shares4.04%2025-09-302025-10-16history
CME CME GROUP INC17.8K shares3.39%2025-09-302025-10-16history
Sponsored
CB CHUBB LIMITED16.9K shares3.73%2025-09-302025-10-16history
MDT MEDTRONIC PLC48.3K shares-0.99%2025-09-302025-10-16history
UNP UNION PAC CORP18.9K shares4.15%2025-09-302025-10-16history
APD AIR PRODS & CHEMS INC15.9K shares3.56%2025-09-302025-10-16history
BBY BEST BUY INC56.7K shares4.35%2025-09-302025-10-16history
SPY SPDR S&P 500 ETF TR6.4K shares7.67%2025-09-302025-10-16history
GNOV FIRST TR EXCHNG TRADED FD VI110.0K shares-1.68%2025-09-302025-10-16history
ZALT INNOVATOR ETFS TRUST127.4K shares1.29%2025-09-302025-10-16history
Sponsored
CMCSA COMCAST CORP NEW124.2K shares4.98%2025-09-302025-10-16history
LLY ELI LILLY & CO4.7K shares-4.91%2025-09-302025-10-16history
PNOV INNOVATOR ETFS TRUST86.8K shares-0.85%2025-09-302025-10-16history
AMZN AMAZON COM INC15.9K shares6.24%2025-09-302025-10-16history
GOOGL ALPHABET INC14.2K shares-4.68%2025-09-302025-10-16history
FIS FIDELITY NATL INFORMATION SV51.9K shares8.59%2025-09-302025-10-16history
MS MORGAN STANLEY19.4K shares-2.57%2025-09-302025-10-16history
GEV GE VERNOVA INC5.0K shares2.80%2025-09-302025-10-16history
Sponsored
BALT INNOVATOR ETFS TRUST91.5K shares3.97%2025-09-302025-10-16history
DJUL FIRST TR EXCHNG TRADED FD VI62.7K sharesnew addition2025-09-302025-10-16history
AMD ADVANCED MICRO DEVICES INC17.9K shares-12.92%2025-09-302025-10-16history
TJX TJX COS INC NEW20.0K shares-0.33%2025-09-302025-10-16history
DRI DARDEN RESTAURANTS INC15.0K shares3.43%2025-09-302025-10-16history
FTGS FIRST TR EXCHANGE-TRADED FD77.8K shares65.77%2025-09-302025-10-16history
META META PLATFORMS INC3.8K shares-2.72%2025-09-302025-10-16history
IQV IQVIA HLDGS INC14.2K shares1.26%2025-09-302025-10-16history
Sponsored
TT TRANE TECHNOLOGIES PLC6.3K shares-0.65%2025-09-302025-10-16history
ALL ALLSTATE CORP12.3K shares2.19%2025-09-302025-10-16history
QGRW WISDOMTREE TR45.4K shares9.45%2025-09-302025-10-16history
CDNS CADENCE DESIGN SYSTEM INC7.4K shares1.54%2025-09-302025-10-16history
NXPI NXP SEMICONDUCTORS N V11.2K shares2.97%2025-09-302025-10-16history
STE STERIS PLC10.1K shares2.34%2025-09-302025-10-16history
UNH UNITEDHEALTH GROUP INC7.2K shares4.78%2025-09-302025-10-16history
EW EDWARDS LIFESCIENCES CORP31.7K shares4.12%2025-09-302025-10-16history
Sponsored
V VISA INC7.2K shares1.78%2025-09-302025-10-16history
NOBL PROSHARES TR23.3K shares-22.18%2025-09-302025-10-16history
FDL FIRST TR EXCHANGE-TRADED FD54.2K shares1.91%2025-09-302025-10-16history
IWM ISHARES TR9.5K shares253.10%2025-09-302025-10-16history
SPGI S&P GLOBAL INC4.7K shares-1.07%2025-09-302025-10-16history
SNPS SYNOPSYS INC4.6K shares42.42%2025-09-302025-10-16history
FANG DIAMONDBACK ENERGY INC15.8K shares5.15%2025-09-302025-10-16history
VIG VANGUARD SPECIALIZED FUNDS9.9K shares0.76%2025-09-302025-10-16history
Sponsored
NOC NORTHROP GRUMMAN CORP3.4K shares-0.70%2025-09-302025-10-16history
CRM SALESFORCE INC8.7K shares0.86%2025-09-302025-10-16history
MOAT VANECK ETF TRUST19.8K shares7.06%2025-09-302025-10-16history
BUFF INNOVATOR ETFS TRUST39.3K shares7.38%2025-09-302025-10-16history
CMG CHIPOTLE MEXICAN GRILL INC48.9K shares34.74%2025-09-302025-10-16history
FI FISERV INC14.3K shares8.23%2025-09-302025-10-16history
MSTR STRATEGY INC5.6K shares0.11%2025-09-302025-10-16history
LOW LOWES COS INC6.9K shares-2.16%2025-09-302025-10-16history
Sponsored
CSCO CISCO SYS INC24.9K shares-11.45%2025-09-302025-10-16history
GCOW PACER FDS TR42.5K shares85.79%2025-09-302025-10-16history
SYK STRYKER CORPORATION4.5K shares0.00%2025-09-302025-10-16history
CVX CHEVRON CORP NEW10.7K shares-1.17%2025-09-302025-10-16history
FVD FIRST TR EXCHANGE-TRADED FD35.2K shares-0.11%2025-09-302025-10-16history
WM WASTE MGMT INC DEL7.2K shares-0.06%2025-09-302025-10-16history
DXCM DEXCOM INC23.5K shares11.70%2025-09-302025-10-16history
COWZ PACER FDS TR27.4K shares-37.82%2025-09-302025-10-16history
Sponsored
BUFZ FIRST TR EXCHNG TRADED FD VI59.5K shares25.22%2025-09-302025-10-16history
HON HONEYWELL INTL INC7.3K shares3.47%2025-09-302025-10-16history
USMV ISHARES TR15.9K shares-0.30%2025-09-302025-10-16history
MCD MCDONALDS CORP4.8K shares0.21%2025-09-302025-10-16history
PG PROCTER AND GAMBLE CO9.3K shares5.14%2025-09-302025-10-16history
ABT ABBOTT LABS10.4K shares4.10%2025-09-302025-10-16history
IVV ISHARES TR2.0K shares-0.82%2025-09-302025-10-16history
COWG PACER FDS TR37.6K shares376.52%2025-09-302025-10-16history
Sponsored
PEP PEPSICO INC9.7K shares4.28%2025-09-302025-10-16history
DGRW WISDOMTREE TR15.1K shares9.81%2025-09-302025-10-16history
AZN ASTRAZENECA PLC16.9K shares1.71%2025-09-302025-10-16history
EMR EMERSON ELEC CO9.9K shares-1.71%2025-09-302025-10-16history
QCOM QUALCOMM INC7.7K shares1.70%2025-09-302025-10-16history
ORCL ORACLE CORP4.4K shares0.00%2025-09-302025-10-16history
AMGN AMGEN INC4.3K shares-1.59%2025-09-302025-10-16history
BA BOEING CO5.6K shares-3.22%2025-09-302025-10-16history
Sponsored
ADBE ADOBE INC3.3K shares5.05%2025-09-302025-10-16history
USFR WISDOMTREE TR22.7K shares19.36%2025-09-302025-10-16history
TFC TRUIST FINL CORP24.8K shares1.09%2025-09-302025-10-16history
LIN LINDE PLC2.3K shares-0.38%2025-09-302025-10-16history
KO COCA COLA CO16.3K shares4.96%2025-09-302025-10-16history
DFEB FIRST TR EXCHNG TRADED FD VI23.0K shares-2.10%2025-09-302025-10-16history
CCI CROWN CASTLE INC10.9K shares11.34%2025-09-302025-10-16history
DUK DUKE ENERGY CORP NEW8.5K shares-0.59%2025-09-302025-10-16history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO22.9K shares4.49%2025-09-302025-10-16history
CIBR FIRST TR EXCHANGE TRADED FD13.5K shares5.76%2025-09-302025-10-16history
NVDA NVIDIA CORPORATION5.5K shares-2.22%2025-09-302025-10-16history
COF CAPITAL ONE FINL CORP4.7K shares-7.10%2025-09-302025-10-16history
RDVY FIRST TR EXCHANGE TRADED FD14.9K shares5.90%2025-09-302025-10-16history
OEF ISHARES TR2.6K shares-58.61%2025-09-302025-10-16history
UFEB INNOVATOR ETFS TRUST23.5K shares0.00%2025-09-302025-10-16history
BSCQ INVESCO EXCH TRD SLF IDX FD42.5K shares-2.63%2025-09-302025-10-16history
Sponsored
UPS UNITED PARCEL SERVICE INC9.7K shares7.40%2025-09-302025-10-16history
FIXD FIRST TR EXCHNG TRADED FD VI18.0K shares0.10%2025-09-302025-10-16history
BSCR INVESCO EXCH TRD SLF IDX FD39.4K shares-2.45%2025-09-302025-10-16history
PPA INVESCO EXCHANGE TRADED FD T5.0K shares3.17%2025-09-302025-10-16history
BSCP INVESCO EXCH TRD SLF IDX FD36.6K shares-1.37%2025-09-302025-10-16history
RTX RTX CORPORATION4.3K shares0.00%2025-09-302025-10-16history
SMOT VANECK ETF TRUST19.9K shares-1.80%2025-09-302025-10-16history
KMB KIMBERLY-CLARK CORP5.7K shares1.85%2025-09-302025-10-16history
Sponsored
VTI VANGUARD INDEX FDS2.1K shares-20.15%2025-09-302025-10-16history
XLK SELECT SECTOR SPDR TR2.4K shares-1.01%2025-09-302025-10-16history
XME SPDR SERIES TRUST7.4K shares2.75%2025-09-302025-10-16history
LMT LOCKHEED MARTIN CORP1.4K shares-3.15%2025-09-302025-10-16history
CAT CATERPILLAR INC1.4K shares-6.62%2025-09-302025-10-16history
SIXD AIM ETF PRODUCTS TRUST22.9K shares-0.32%2025-09-302025-10-16history
SIXF AIM ETF PRODUCTS TRUST20.4K shares22.63%2025-09-302025-10-16history
SLYV SPDR SERIES TRUST7.1K shares-31.09%2025-09-302025-10-16history
Sponsored
SLYG SPDR SERIES TRUST6.7K shares-28.57%2025-09-302025-10-16history
WELL WELLTOWER INC3.5K shares-12.32%2025-09-302025-10-16history
ZAUG INNOVATOR ETFS TRUST22.0K sharesnew addition2025-09-302025-10-16history
BSCS INVESCO EXCH TRD SLF IDX FD28.3K shares0.52%2025-09-302025-10-16history
SOXX ISHARES TR2.1K shares0.00%2025-09-302025-10-16history
PXJ INVESCO EXCHANGE TRADED FD T19.9K shares0.00%2025-09-302025-10-16history
KNG FIRST TR EXCHANGE-TRADED FD10.8K shares-4.54%2025-09-302025-10-16history
XLF SELECT SECTOR SPDR TR8.9K shares8.51%2025-09-302025-10-16history
Sponsored
QCJA FIRST TR EXCHNG TRADED FD VI21.6K shares0.00%2025-09-302025-10-16history
QMFE FIRST TR EXCHNG TRADED FD VI21.1K shares0.00%2025-09-302025-10-16history
AIRR FIRST TR EXCHANGE TRADED FD4.7K shares18.04%2025-09-302025-10-16history
SLV ISHARES SILVER TR10.2K shares0.00%2025-09-302025-10-16history
CMI CUMMINS INC984 shares-0.10%2025-09-302025-10-16history
ED CONSOLIDATED EDISON INC4.1K shares0.00%2025-09-302025-10-16history
RDVI FIRST TR EXCHANGE-TRADED FD16.0K shares0.00%2025-09-302025-10-16history
CEG CONSTELLATION ENERGY CORP1.2K shares0.00%2025-09-302025-10-16history
Sponsored
MO ALTRIA GROUP INC5.9K shares0.00%2025-09-302025-10-16history
DTE DTE ENERGY CO2.7K shares0.00%2025-09-302025-10-16history
DJAN FIRST TR EXCHNG TRADED FD VI9.0K shares-0.55%2025-09-302025-10-16history
DURA VANECK ETF TRUST11.1K shares5.63%2025-09-302025-10-16history
SGVT SCHWAB STRATEGIC TR3.6K sharesnew addition2025-09-302025-10-16history
XOM EXXON MOBIL CORP3.1K shares-21.79%2025-09-302025-10-16history
PULS PGIM ETF TR6.9K shares-6.80%2025-09-302025-10-16history
RSPN INVESCO EXCHANGE TRADED FD T6.0K shares14.98%2025-09-302025-10-16history
Sponsored
BAR GRANITESHARES GOLD TR8.7K shares0.00%2025-09-302025-10-16history
JXN JACKSON FINANCIAL INC3.2K shares0.00%2025-09-302025-10-16history
IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2025-09-302025-10-16history
QYLD GLOBAL X FDS18.4K shares0.00%2025-09-302025-10-16history
MU MICRON TECHNOLOGY INC1.9K shares12.71%2025-09-302025-10-16history
LQDW ISHARES TR12.3K shares0.00%2025-09-302025-10-16history
XLE SELECT SECTOR SPDR TR3.4K shares-2.28%2025-09-302025-10-16history
TDIV FIRST TR EXCHANGE TRADED FD3.1K shares0.00%2025-09-302025-10-16history
Sponsored
DHS WISDOMTREE TR3.0K shares0.00%2025-09-302025-10-16history
AOCT INNOVATOR ETFS TRUST11.4K shares-0.68%2025-09-302025-10-16history
SDVY FIRST TR EXCHANGE-TRADED FD7.7K shares0.00%2025-09-302025-10-16history
CALF PACER FDS TR6.6K shares-68.96%2025-09-302025-10-16history
CGW INVESCO EXCH TRADED FD TR II4.5K shares0.00%2025-09-302025-10-16history
SIXP AIM ETF PRODUCTS TRUST9.4K shares7.10%2025-09-302025-10-16history
MRK MERCK & CO INC3.4K shares-68.29%2025-09-302025-10-16history
GRMN GARMIN LTD1.1K shares-4.96%2025-09-302025-10-16history
Sponsored
JAAA JANUS DETROIT STR TR5.6K sharesnew addition2025-09-302025-10-16history
SIXJ AIM ETF PRODUCTS TRUST8.5K sharesnew addition2025-09-302025-10-16history
TSLA TESLA INC632 shares-11.85%2025-09-302025-10-16history
QYLG GLOBAL X FDS9.5K sharesnew addition2025-09-302025-10-16history
HDV ISHARES TR2.2K shares-4.29%2025-09-302025-10-16history
DE DEERE & CO584 shares0.00%2025-09-302025-10-16history
CASY CASEYS GEN STORES INC472 shares0.00%2025-09-302025-10-16history
GMAY FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2025-09-302025-10-16history
Sponsored
ROBO EXCHANGE TRADED CONCEPTS TRU3.9K shares-14.05%2025-09-302025-10-16history
IBB ISHARES TR1.8K shares-9.06%2025-09-302025-10-16history
SO SOUTHERN CO2.6K shares-11.28%2025-09-302025-10-16history
ZJAN INNOVATOR ETFS TRUST8.9K shares0.00%2025-09-302025-10-16history
BSCT INVESCO EXCH TRD SLF IDX FD12.5K shares2.62%2025-09-302025-10-16history
VHT VANGUARD WORLD FD905 sharesnew addition2025-09-302025-10-16history
MMM 3M CO1.5K shares0.00%2025-09-302025-10-16history
CMA COMERICA INC3.4K shares-4.83%2025-09-302025-10-16history
Sponsored
IBDQ ISHARES TR8.9K shares0.00%2025-09-302025-10-16history
QCOC FIRST TR EXCHNG TRADED FD VI10.2K shares0.00%2025-09-302025-10-16history
UAUG INNOVATOR ETFS TRUST5.6K sharesnew addition2025-09-302025-10-16history
PM PHILIP MORRIS INTL INC1.3K shares0.00%2025-09-302025-10-16history
IBDR ISHARES TR9.0K shares0.00%2025-09-302025-10-16history
AJUL INNOVATOR ETFS TRUST7.4K shares0.00%2025-09-302025-10-16history
WCLD WISDOMTREE TR5.9K sharesnew addition2025-09-302025-10-16history
NFLX NETFLIX INC169 shares-19.52%2025-09-302025-10-16history
Sponsored
GOOG ALPHABET INC830 sharesnew addition2025-09-302025-10-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available