Comprehensive Financial Consultants Institutional, Inc. Portfolio Holdings

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

Comprehensive Financial Consultants Institutional, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $8.98M, Invesco Qqq Trust, Series 1 with a value of $8.37M, Apple Inc. with a value of $7.65M, Microsoft Corp with a value of $7.53M, and Broadcom Inc. with a value of $6.88M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $277M to 291M.

Comprehensive Financial Consultants Institutional, Inc. is based out at Bloomington, IN

Below you can find more details about Comprehensive Financial Consultants Institutional, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $291 Million

Technology: $58.8 Million

ETFs: $54.6 Million

Healthcare: $37.7 Million

Financial Services: $31.7 Million

Industrials: $29.9 Million

Consumer Cyclical: $25.2 Million

Communication Services: $15.4 Million

Consumer Defensive: $12.6 Million

Other: $18.5 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$8.37 Million 2.88% of portfolio	13,943	Q3 2025 Added 4.55%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.27 Million 1.47% of portfolio	6,403	Q3 2025 Added 7.67%
BALT Innovator Etfs Tr	$0	$3 Million 1.03% of portfolio	91,524	Q3 2025 Added 3.97%
DJUL First Tr Exch Trd Fd Viii Ft C Technology	$0	$2.93 Million 1.01% of portfolio	62,684	Q3 2025 New
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$2.41 Million 0.83% of portfolio	23,335	Q3 2025 Reduced 22.18%
FDL First Tr Morningstar Dividend ETFs	$0	$2.35 Million 0.81% of portfolio	54,241	Q3 2025 Added 1.91%
IWM Ishares Russell 2000 ETF ETFs	$0	$2.3 Million 0.79% of portfolio	9,509	Q3 2025 Added 253.1%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.81 Million 0.62% of portfolio	9,930	Q3 2025 Added 0.76%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$1.7 Million 0.58% of portfolio	19,785	Q3 2025 Added 7.06%
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$1.68 Million 0.58% of portfolio	42,510	Q3 2025 Added 85.79%
FVD First Tr Value Line Divid Inde ETFs	$0	$1.63 Million 0.56% of portfolio	35,198	Q3 2025 Reduced 0.11%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.57 Million 0.54% of portfolio	27,361	Q3 2025 Reduced 37.82%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$1.52 Million 0.52% of portfolio	15,949	Q3 2025 Reduced 0.3%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.37 Million 0.47% of portfolio	2,048	Q3 2025 Reduced 0.82%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$1.34 Million 0.46% of portfolio	15,118	Q3 2025 Added 9.81%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$1.14 Million 0.39% of portfolio	22,730	Q3 2025 Added 19.36%
DFEB Ft Tr ETF Viii Ft Cboe Vest Us ETFs	$0	$1.07 Million 0.37% of portfolio	23,028	Q3 2025 Reduced 2.1%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$1.03 Million 0.35% of portfolio	13,524	Q3 2025 Added 5.76%
RDVY First Trust Rising Dividend Ac ETFs	$0	$1 Million 0.34% of portfolio	14,906	Q3 2025 Added 5.9%
UFEB Innovator U.S. Equity Ultra Bu ETFs	$0	$840,000 0.29% of portfolio	23,506	Q2 2025 Reduced 0.07%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$831,000 0.29% of portfolio	42,504	Q3 2025 Reduced 2.63%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$776,000 0.27% of portfolio	39,421	Q3 2025 Reduced 2.45%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$798,000 0.27% of portfolio	17,975	Q3 2025 Added 0.1%
PPA Invesco Exchange Traded Fd Tr ETFs	$0	$770,000 0.26% of portfolio	4,954	Q3 2025 Added 3.17%
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$757,000 0.26% of portfolio	36,618	Q3 2025 Reduced 1.37%
VTI Vanguard Total Stock Market Et ETFs	$0	$695,000 0.24% of portfolio	2,120	Q3 2025 Reduced 20.15%
OEF Ishares S&P 100 ETF ETFs	$0	$700,000 0.24% of portfolio	2,635	Q3 2025 Reduced 58.61%
XME Spdr Ser Tr Spdr S&P Metals & ETFs	$0	$685,000 0.24% of portfolio	7,351	Q3 2025 Added 2.75%
XLK Technology Sector Spdr ETFs	$0	$689,000 0.24% of portfolio	2,446	Q3 2025 Reduced 1.01%
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$628,000 0.22% of portfolio	6,664	Q3 2025 Reduced 28.57%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$629,000 0.22% of portfolio	7,097	Q3 2025 Reduced 31.09%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$581,000 0.2% of portfolio	28,276	Q3 2025 Added 0.52%
SOXX Ishares Semiconductor ETF ETFs	$0	$574,000 0.2% of portfolio	2,118	Q2 2025 Added 23.64%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$532,000 0.18% of portfolio	10,794	Q3 2025 Reduced 4.54%
XLF Financial Sector Spdr ETFs	$0	$478,000 0.16% of portfolio	8,876	Q3 2025 Added 8.51%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$449,000 0.15% of portfolio	4,652	Q3 2025 Added 18.04%
SLV I Shares Silver Trust ETFs	$22.4B	$430,000 0.15% of portfolio	10,165	Q1 2025 Reduced 10.56%
DURA Vaneck Morningstar Durable Div ETFs	$0	$377,000 0.13% of portfolio	11,133	Q3 2025 Added 5.63%
DJAN First Exc Trd Viii Cboe Vest U ETFs	$0	$380,000 0.13% of portfolio	9,035	Q3 2025 Reduced 0.55%
PULS Pgim ETF Tr ETFs	$0	$342,000 0.12% of portfolio	6,877	Q3 2025 Reduced 6.8%
XLE Energy Sector Spdr ETFs	$0	$306,000 0.11% of portfolio	3,436	Q3 2025 Reduced 2.28%
QYLD Global X Fdsnasdaq 100 Covered ETFs	$0	$313,000 0.11% of portfolio	18,411	Q2 2025 Added 20.33%
BAR Granite Shares Gold Trust ETFs	$2.17B	$330,000 0.11% of portfolio	8,687	Q4 2024 Added 12.53%
SIXJ Aim ETF Prods Tr Allianzim U S	$0	$281,000 0.1% of portfolio	8,452	Q3 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$290,000 0.1% of portfolio	6,635	Q3 2025 Reduced 68.96%
DHS Wisdomtree Tr U.S ETFs	$0	$301,000 0.1% of portfolio	2,993	Q2 2025 New
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$282,000 0.1% of portfolio	5,557	Q3 2025 New
CGW Invesco ETF Tr Ii S&P Global W ETFs	$0	$289,000 0.1% of portfolio	4,502	Q1 2025 Reduced 51.64%
QYLG Global X Fds Nasdaq 100 Covere ETFs	$0	$279,000 0.1% of portfolio	9,540	Q3 2025 New
TDIV First Trust Nasdaq Technology ETFs	$0	$304,000 0.1% of portfolio	3,092	Q2 2025 Reduced 17.72%

Summary

Portfolio
No. of Stocks 185
Current Value $291 Million
Prior Value $277 Million
Filing
Period Q3 2025
Filing Date October 16, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 10 stocks
Additional Purchases 78 stocks
Sold out of 0 stocks
Reduced holdings in 64 stocks

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Comprehensive Financial Consultants Institutional, Inc. Portfolio Holdings