Fund Holdings — Comprehensive Financial Consultants Institutional, Inc.

Total Portfolio Value
$322.79M
Total Bought
$30.57M
Total Sold
$16.73M
Net Transaction
+$13.84M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
062,684+62,68402,9270.91%+2,927
ABBVIE INC(ABBV)18,65722,801+4,1443,4635,2791.64%+1,816
ISHARES TR2,6939,509+6,8165812,3010.71%+1,720
APPLE INC(AAPL)29,80830,037+2296,1167,6482.37%+1,533
FIRST TR EXCHANGE-TRADED FD46,92077,779+30,8591,6042,7930.87%+1,189
PACER FDS TR
US LRG CP CASH
7,88837,588+29,7002771,3640.42%+1,087
JOHNSON & JOHNSON(JNJ)29,46030,120+6604,5005,5851.73%+1,085
INVESCO QQQ TR13,33613,943+6077,3578,3712.59%+1,014
MARATHON PETE CORP(MPC)29,16129,819+6584,8445,7471.78%+903
ALPHABET INC(GOOG)14,89914,201-6982,6263,4521.07%+827
PACER FDS TR
GLOBL CASH ETF
22,88142,510+19,6298691,6840.52%+815
HOME DEPOT INC(HD)14,55514,856+3015,3366,0201.86%+683
BEST BUY INC(BBY)54,29056,653+2,3633,6444,2841.33%+640
SYNOPSYS INC(SNPS)3,2604,643+1,3831,6712,2910.71%+619
SPDR S&P 500 ETF TR(SPY)5,9476,403+4563,6744,2661.32%+591
INNOVATOR ETFS TRUST
EQUI DEFI 1 AUG
022,016+22,01605830.18%+583
MOTOROLA SOLUTIONS INC(MSI)10,89311,177+2844,5805,1111.58%+531
GE VERNOVA INC(GEV)4,8154,950+1352,5483,0440.94%+496
IQVIA HLDGS INC(IQV)14,02114,197+1762,2102,6970.84%+487
JPMORGAN CHASE & CO.(JPM)29,39728,460-9378,5228,9772.78%+455
WISDOMTREE TR(WT)41,44945,368+3,9192,1782,6020.81%+424
TJX COS INC NEW(TJX)20,09620,029-672,4822,8950.90%+413
NORTHROP GRUMMAN CORP(NOC)3,4173,393-241,7082,0670.64%+359
SCHWAB STRATEGIC TR03,562+3,56203580.11%+358
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
47,51559,497+11,9821,1851,5410.48%+356
CADENCE DESIGN SYSTEM INC(CDNS)7,2947,406+1122,2482,6010.81%+354
MEDTRONIC PLC(MDT)48,78148,297-4844,2524,6001.43%+348
UNITEDHEALTH GROUP INC(UNH)6,8367,163+3272,1332,4730.77%+341
EATON CORP PLC(ETN)15,74915,851+1025,6225,9321.84%+310
UNION PAC CORP(UNP)18,10518,856+7514,1664,4571.38%+291
JANUS DETROIT STR TR
HENDRSON AAA CL
05,557+5,55702820.09%+282
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQ
08,452+8,45202820.09%+282
GLOBAL X FDS
NASDQ 100 CVRDGW
09,540+9,54002800.09%+280
MORGAN STANLEY(MS)19,88819,377-5112,8013,0800.95%+279
ORACLE CORP(ORCL)4,4044,40409631,2390.38%+276
WALMART INC(WMT)53,54053,376-1645,2355,5011.70%+266
VERIZON COMMUNICATIONS INC(VZ)105,932110,207+4,2754,5844,8441.50%+260
ANALOG DEVICES INC(ADI)19,56719,969+4024,6574,9061.52%+249
VANGUARD WORLD FD
HEALTH CAR ETF
0905+90502350.07%+235
MICROSOFT CORP(MSFT)14,67914,537-1427,3017,5292.33%+228
VANECK ETF TRUST
MRNGSTR WDE MOAT
18,48019,785+1,3051,7331,9610.61%+228
INNOVATOR ETFS TRUST
US EQT ULTRA BF
05,648+5,64802220.07%+222
ALLSTATE CORP(ALL)12,06612,330+2642,4292,6470.82%+218
BROADCOM INC(AVGO)24,18020,861-3,3196,6656,8822.13%+217
AMAZON COM INC(AMZN)14,95515,888+9333,2813,4891.08%+208
WISDOMTREE TR(WT)05,892+5,89202070.06%+207
SPDR SERIES TRUST
ST STR SP METAL
7,1547,351+1974816850.21%+204
ALPHABET INC(GOOG)0830+83002020.06%+202
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
36,57439,274+2,7001,7191,9190.59%+200
DIAMONDBACK ENERGY INC(FANG)15,05015,825+7752,0682,2650.70%+197
WISDOMTREE TR(WT)13,76815,118+1,3501,1531,3450.42%+192
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
125,729127,355+1,6263,8724,0601.26%+188
WISDOMTREE TR(WT)19,04322,730+3,6879581,1430.35%+185
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
88,02891,524+3,4962,8243,0040.93%+180
NXP SEMICONDUCTORS N V
COM
10,88011,203+3232,3772,5510.79%+174
LOWES COS INC(LOW)7,0376,885-1521,5611,7300.54%+169
AIM ETF PRODUCTS TRUST
ALLIANZIM US
16,60420,362+3,7584926330.20%+142
NVIDIA CORPORATION(NVDA)5,5835,459-1248821,0190.32%+136
ASTRAZENECA PLC(AZN)16,57516,858+2831,1581,2930.40%+135
PEPSICO INC(PEP)9,2949,692+3981,2271,3610.42%+134
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
3,9414,652+7113214500.14%+129
STERIS PLC(STE)9,86710,098+2312,3702,4990.77%+128
FIRST TR EXCHANGE-TRADED FD53,22254,241+1,0192,2282,3550.73%+126
VANGUARD SPECIALIZED FUNDS9,8559,930+752,0172,1430.66%+126
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
14,07614,906+8308831,0030.31%+119
CHEVRON CORP NEW(CVX)10,79610,670-1261,5461,6570.51%+111
MICRON TECHNOLOGY INC(MU)1,6521,862+2102043120.10%+108
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
111,912110,028-1,8844,0824,1861.30%+104
INNOVATOR ETFS TRUST
US EQTY PWR BUF
87,52386,776-7473,4593,5631.10%+104
ISHARES SILVER TR(SLV)10,16510,16503344310.13%+97
CUMMINS INC(CMI)985984-13234160.13%+93
RTX CORPORATION(RTX)4,2944,29406277190.22%+92
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
4,8024,954+1526807700.24%+90
ISHARES TR2,0652,048-171,2821,3710.42%+89
CATERPILLAR INC(CAT)1,4961,397-995816670.21%+86
EDWARDS LIFESCIENCES CORP30,45531,709+1,2542,3822,4660.76%+84
TRUIST FINL CORP(TFC)24,53024,797+2671,0551,1340.35%+79
QUALCOMM INC(QCOM)7,5847,713+1291,2081,2830.40%+75
ISHARES TR2,1182,11805065740.18%+69
INVESCO EXCHANGE TRADED FD T
OIL GAS SVC ETF
19,94519,94504755430.17%+69
CME GROUP INC(CME)17,24917,834+5854,7544,8191.49%+64
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,4712,446-256266890.21%+64
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
12,78713,524+7379661,0280.32%+62
MCDONALDS CORP(MCD)4,7564,766+101,3901,4480.45%+59
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
5,2476,033+7862813380.10%+58
TESLA INC(TSLA)717632-852282810.09%+53
FIRST TR EXCHANGE-TRADED FD
SHS
35,23735,198-391,5751,6280.50%+52
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,1808,876+6964284780.15%+50
CHUBB LIMITED
COM
16,24616,852+6064,7074,7561.47%+50
GRANITESHARES GOLD TR(BAR)8,6878,68702843310.10%+47
CROWN CASTLE INC(CCI)9,82910,944+1,1151,0101,0560.33%+46
ALTRIA GROUP INC(MO)5,8615,86103443870.12%+44
DUKE ENERGY CORP NEW(DUK)8,5788,527-511,0121,0550.33%+43
JACKSON FINANCIAL INC(JXN)3,2343,23402873270.10%+40
INNOVATOR ETFS TRUST
US EQT ULTRA BFR
23,50623,50608078410.26%+35
ABBOTT LABS10,00010,410+4101,3601,3940.43%+34
VANECK ETF TRUST
DURABLE HGH DIV
10,54011,133+5933443780.12%+34
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
8,7639,385+6222562890.09%+33
GARMIN LTD(GRMN)1,2101,150-602532830.09%+31
LOCKHEED MARTIN CORP(LMT)1,3961,352-446476750.21%+28
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Comprehensive Financial Consultants Institutional, Inc. — 13F Holdings — Q3 2025 | TickerTrail