Comprehensive Financial Consultants Institutional, Inc.

13F filer, CIK 1915714, Bloomington, IN

Comprehensive Financial Consultants Institutional, Inc. reported $274,152,244 across 166 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-31. Its ten largest share positions make up 20.03% of the portfolio.

Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001172661-24-004430

Period: 2024-09-30
Reported value: $274M
Holdings: 166
Top 10 weight: 20.03%
New: 14
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+24,792	$4.28M
DSEPnew	+63,102	$2.53M
ADIadded	+9,605	$2.21M
BUFFnew	+34,344	$1.52M
QGRWnew	+22,110	$1.01M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
DFEBexited	-59,334	-$2.39M
CSCOreduced	-34,641	-$1.84M
QUALreduced	-5,368	-$962K
AGGexited	-5,004	-$486K
VNLAexited	-9,288	-$451K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001172661-24-004430, largest first. % of portfolio is the value over $274,152,244, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
JPMJPMORGAN CHASE & CO	33,242	$7.01M	2.56%	-81	Timeline
AAPLAPPLE INC	28,533	$6.65M	2.43%	-729	Timeline
MSFTMICROSOFT CORP	14,377	$6.19M	2.26%	-258	Timeline
HDHOME DEPOT INC	13,507	$5.47M	2%	+63	Timeline
ETNEATON CORP PLC	16,131	$5.35M	1.95%	+25	Timeline
MSIMOTOROLA SOLUTIONS INC	11,525	$5.18M	1.89%	-204	Timeline
WMTWALMART INC	61,028	$4.93M	1.8%	-3,670	Timeline
AVGOBROADCOM INC	27,682	$4.78M	1.74%	+24,792	Timeline
BBYBEST BUY INC	45,446	$4.69M	1.71%	+547	Timeline
CBCHUBB LIMITED	16,174	$4.66M	1.7%	+191	Timeline
JCIJOHNSON CONTROLS INTERNATION	57,566	$4.47M	1.63%	+1,300	Timeline
JNJJOHNSON & JOHNSON	27,189	$4.41M	1.61%	+812	Timeline
MPCMARATHON PETE CORP	26,960	$4.39M	1.6%	+295	Timeline
GFEBFIRST TR EXCHNG TRADED FD VI	119,215	$4.35M	1.59%	-5,321	Timeline
VZVERIZON COMMUNICATIONS INC	94,923	$4.26M	1.55%	+2,546	Timeline
APDAIR PRODUCTS AND CHEMICALS I	14,142	$4.21M	1.54%	-260	Timeline
MRKMERCK & CO INC	36,985	$4.2M	1.53%	+1,053	Timeline
CMECME GROUP INC	18,288	$4.04M	1.47%	+547	Timeline
UNPUNION PAC CORP	16,352	$4.03M	1.47%	+411	Timeline
LLYELI LILLY & CO	4,534	$4.02M	1.47%	-3	Timeline
MDTMEDTRONIC PLC	43,645	$3.93M	1.43%	+1,588	Timeline
CMCSACOMCAST CORP NEW	90,724	$3.79M	1.38%	+3,228	Timeline
QQQINVESCO QQQ TR	7,677	$3.75M	1.37%	+14	Timeline
PMARINNOVATOR ETFS TRUST	90,778	$3.56M	1.3%	-4,564	Timeline
ADIANALOG DEVICES INC	15,371	$3.54M	1.29%	+9,605	Timeline
METAMETA PLATFORMS INC	5,974	$3.42M	1.25%	+4	Timeline
ZALTINNOVATOR ETFS TRUST	106,656	$3.12M	1.14%	+1,683	Timeline
TTTRANE TECHNOLOGIES PLC	8,005	$3.11M	1.14%	-127	Timeline
DVNDEVON ENERGY CORP NEW	78,682	$3.08M	1.12%	+3,859	Timeline
NOBLPROSHARES TR	28,780	$3.07M	1.12%	+177	Timeline
COWZPACER FDS TR	51,439	$2.97M	1.09%	-542	Timeline
AMZNAMAZON COM INC	15,605	$2.91M	1.06%	+1,238	Timeline
TJXTJX COS INC NEW	22,182	$2.61M	0.95%	-385	Timeline
ALLALLSTATE CORP	13,563	$2.57M	0.94%	-102	Timeline
DSEPFIRST TR EXCHNG TRADED FD VI	63,102	$2.53M	0.92%	new	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	15,500	$2.49M	0.91%	-141	Timeline
GOOGLALPHABET INC	14,778	$2.45M	0.89%	+271	Timeline
FISVFISERV INC	13,537	$2.43M	0.89%	+67	Timeline
SPGIS&P GLOBAL INC	4,571	$2.36M	0.86%	-48	Timeline
CSCOCISCO SYS INC	43,606	$2.32M	0.85%	-34,641	Timeline
UNHUNITEDHEALTH GROUP INC	3,940	$2.3M	0.84%	-52	Timeline
AMDADVANCED MICRO DEVICES INC	13,735	$2.25M	0.82%	+349	Timeline
OEFISHARES TR	8,108	$2.24M	0.82%	+54	Timeline
DRIDARDEN RESTAURANTS INC	13,461	$2.21M	0.81%	+710	Timeline
VVISA INC	7,945	$2.18M	0.8%	+27	Timeline
CRMSALESFORCE INC	7,868	$2.15M	0.79%	+113	Timeline
NXPINXP SEMICONDUCTORS N V	8,912	$2.14M	0.78%	+7	Timeline
STESTERIS PLC	8,818	$2.14M	0.78%	-44	Timeline
BALTINNOVATOR ETFS TRUST	68,519	$2.11M	0.77%	+8,311	Timeline
LHXL3HARRIS TECHNOLOGIES INC	8,792	$2.09M	0.76%	+67	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	49,202	$2.06M	0.75%	-2,179	Timeline
FANGDIAMONDBACK ENERGY INC	11,746	$2.03M	0.74%	-101	Timeline
IQVIQVIA HLDGS INC	8,409	$1.99M	0.73%	-12	Timeline
VIGVANGUARD SPECIALIZED FUNDS	9,965	$1.97M	0.72%	-309	Timeline
MOATVANECK ETF TRUST	19,169	$1.86M	0.68%	-70	Timeline
NOCNORTHROP GRUMMAN CORP	3,492	$1.84M	0.67%	-63	Timeline
HALHALLIBURTON CO	58,085	$1.69M	0.62%	+1,122	Timeline
LOWLOWES COS INC	6,200	$1.68M	0.61%	+65	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	36,528	$1.66M	0.61%	-411	Timeline
PGPROCTER & GAMBLE CO	9,587	$1.66M	0.61%	-76	Timeline
WMWASTE MGMT INC DEL	7,928	$1.65M	0.6%	-114	Timeline
CALFPACER FDS TR	34,948	$1.63M	0.59%	-35	Timeline
HONHONEYWELL INTL INC	7,727	$1.6M	0.58%	+68	Timeline
CVXCHEVRON CORPORATION	10,716	$1.58M	0.58%	+185	Timeline
SYKSTRYKER CORPORATION	4,352	$1.57M	0.57%	0	Timeline
USMVISHARES TR	17,177	$1.57M	0.57%	-1,689	Timeline
FTGSFIRST TR EXCHANGE-TRADED FD	49,336	$1.54M	0.56%	-478	Timeline
BUFFINNOVATOR ETFS TRUST	34,344	$1.52M	0.55%	new	Timeline
MCDMCDONALDS CORP	4,936	$1.5M	0.55%	+45	Timeline
EWEDWARDS LIFESCIENCES CORP	22,657	$1.5M	0.55%	+824	Timeline
PEPPEPSICO INC	8,646	$1.47M	0.54%	+115	Timeline
AMGNAMGEN INC	4,555	$1.47M	0.54%	-411	Timeline
ABTABBOTT LABORATORIES	11,748	$1.34M	0.49%	-120	Timeline
AZNASTRAZENECA PLC-SPONS ADR	16,983	$1.32M	0.48%	-869	Timeline
QCOMQUALCOMM INC	7,491	$1.27M	0.46%	-64	Timeline
IVVISHARES TR	2,155	$1.24M	0.45%	0	Timeline
KOCOCA COLA CO	17,034	$1.22M	0.45%	-286	Timeline
ADBEADOBE INC	2,354	$1.22M	0.44%	+27	Timeline
LINLINDE PLC	2,512	$1.2M	0.44%	-133	Timeline
CCICROWN CASTLE INC	10,057	$1.19M	0.44%	+610	Timeline
ELLAUDER ESTEE COS INC	11,967	$1.19M	0.44%	+449	Timeline
EMREMERSON ELEC CO	10,718	$1.17M	0.43%	-132	Timeline
BMYBRISTOL-MYERS SQUIBB CO	22,540	$1.17M	0.43%	+683	Timeline
MSMORGAN STANLEY	11,152	$1.16M	0.42%	-206	Timeline
TFCTRUIST FINL CORP	26,484	$1.13M	0.41%	-885	Timeline
DUKDUKE ENERGY CORP NEW	9,349	$1.08M	0.39%	+107	Timeline
WTFCWINTRUST FINL CORP	9,889	$1.07M	0.39%	-576	Timeline
HDVISHARES TR	8,989	$1.06M	0.39%	-395	Timeline
UPSUNITED PARCEL SVCS INC	7,578	$1.03M	0.38%	+548	Timeline
QGRWWISDOMTREE TR	22,110	$1.01M	0.37%	new	Timeline
COFCAPITAL ONE FINL CORP	6,653	$996K	0.36%	-255	Timeline
QUALISHARES TR	5,498	$986K	0.36%	-5,368	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,706	$979K	0.36%	-1	Timeline
DGRWWISDOMTREE TR	11,311	$941K	0.34%	-2	Timeline
VTIVANGUARD INDEX FDS	3,239	$917K	0.33%	-94	Timeline
BABOEING CO	5,842	$888K	0.32%	0	Timeline
USFRWISDOMTREE TR	17,340	$871K	0.32%	+2,694	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	43,225	$845K	0.31%	-136	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	14,048	$832K	0.3%	-759	Timeline
NKENIKE INC	9,396	$831K	0.3%	+58	Timeline
KMBKIMBERLY-CLARK CORP	5,813	$827K	0.3%	+4	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	18,168	$822K	0.3%	+3,071	Timeline
LMTLOCKHEED MARTIN CORP	1,387	$811K	0.3%	+17	Timeline
INVESCOINVESCO	38,010	$785K	0.29%	0
TGTTARGET CORP	5,008	$781K	0.28%	-16	Timeline
MSTRSTRATEGY INC	4,380	$738K	0.27%	+3,972	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	37,125	$732K	0.27%	+515	Timeline
INVESCOINVESCO	33,963	$717K	0.26%	+474
SLYVSPDR SERIES TRUST	7,494	$651K	0.24%	-36	Timeline
SLYGSPDR SERIES TRUST	6,614	$616K	0.22%	0	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	11,182	$609K	0.22%	-98	Timeline
ORCLORACLE CORP	3,506	$597K	0.22%	0	Timeline
CATCATERPILLAR INC	1,510	$591K	0.22%	0	Timeline
IBBISHARES TR	3,933	$573K	0.21%	-255	Timeline
CGWINVESCO EXCH TRADED FD TR II	9,309	$570K	0.21%	-1,165	Timeline
XOMEXXON MOBIL CORP	4,755	$557K	0.2%	+184	Timeline
AAPRINNOVATOR ETFS TRUST	20,940	$549K	0.2%	0	Timeline
XLKSELECT SECTOR SPDR TR	2,425	$547K	0.2%	-118	Timeline
RTXRTX CORPORATION	4,484	$543K	0.2%	-2	Timeline
ROBOEXCHANGE TRADED CONCEPTS TRU	9,444	$539K	0.2%	-2,579	Timeline
GCOWPACER FDS TR	14,504	$529K	0.19%	+483	Timeline
WELLWELLTOWER INC	3,962	$507K	0.19%	0	Timeline
XLVSELECT SECTOR SPDR TR	3,284	$506K	0.18%	-500	Timeline
DXCMDEXCOM INC	7,334	$492K	0.18%	+874	Timeline
DJUNFIRST TR EXCHNG TRADED FD VI	11,389	$485K	0.18%	+991	Timeline
PPAINVESCO EXCHANGE TRADED FD T	4,210	$484K	0.18%	-122	Timeline
XLESELECT SECTOR SPDR TR	5,031	$442K	0.16%	-486	Timeline
EDCONSOLIDATED EDISON INC	4,122	$429K	0.16%	0	Timeline
DJULFIRST TR EXCHNG TRADED FD VI	10,048	$416K	0.15%	new	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	20,168	$415K	0.15%	+495	Timeline
IDVISHARES TR	13,527	$409K	0.15%	-250	Timeline
DTEDTE ENERGY CO	3,082	$396K	0.14%	0	Timeline
RDVIFIRST TR EXCHANGE-TRADED FD	15,952	$393K	0.14%	0	Timeline
DMAYFIRST TR EXCHNG TRADED FD VI	9,563	$382K	0.14%	0	Timeline
LQDWISHARES TR	12,894	$366K	0.13%	+2,114	Timeline
SLVISHARES SILVER TR	12,718	$361K	0.13%	0	Timeline
XLPSELECT SECTOR SPDR TR	4,267	$354K	0.13%	-860	Timeline
NVDANVIDIA CORPORATION	2,900	$352K	0.13%	+429	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	4,185	$336K	0.12%	0	Timeline
PULSPGIM ETF TR	6,658	$331K	0.12%	+276	Timeline
CMICUMMINS INC	985	$319K	0.12%	0	Timeline
CEGCONSTELLATION ENERGY CORP	1,220	$317K	0.12%	0	Timeline
UJULINNOVATOR ETFS TRUST	9,018	$306K	0.11%	new	Timeline
MOALTRIA GROUP INC	5,916	$302K	0.11%	-406	Timeline
JXNJACKSON FINANCIAL INC	3,234	$295K	0.11%	0	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	7,719	$281K	0.1%	new	Timeline
CMACOMERICA INC	4,607	$276K	0.1%	-280	Timeline
AJULINNOVATOR ETFS TRUST	10,038	$270K	0.1%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,158	$256K	0.09%	-3	Timeline
NJANINNOVATOR ETFS TRUST	5,490	$255K	0.09%	0	Timeline
ABBVABBVIE INC	1,289	$255K	0.09%	+2	Timeline
GMAYFIRST TR EXCHNG TRADED FD VI	6,878	$249K	0.09%	0	Timeline
EQLALPS ETF TR	1,937	$247K	0.09%	0	Timeline
DEDEERE & CO	584	$244K	0.09%	0	Timeline
RSPNINVESCO EXCHANGE TRADED FD T	4,597	$235K	0.09%	-340	Timeline
CLXCLOROX CO DEL	1,375	$224K	0.08%	new	Timeline
SOSOUTHERN CO	2,480	$224K	0.08%	new	Timeline
MDLZMONDELEZ INTL INC	2,975	$219K	0.08%	new	Timeline
GRMNGARMIN LTD	1,217	$214K	0.08%	new	Timeline
COPCONOCOPHILLIPS	1,965	$207K	0.08%	0	Timeline
MMM3M CO	1,501	$205K	0.07%	new	Timeline
SDYSPDR SERIES TRUST	1,414	$201K	0.07%	new	Timeline
BARGRANITESHARES GOLD TR	7,720	$200K	0.07%	new	Timeline
RGTIRIGETTI COMPUTING INC	25,000	$19.6K	0.01%	0	Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

Security	Type	Amount	Value	Change
ISHARES TRISHARES TR IBONDS DEC25 ETF	principal	9,704	$244K	0
IBDRISHARES TR SHS	principal	8,952	$218K	0

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
DFEBFIRST TR EXCHNG TRADED FD VI	59,334	$2.39M	shares
AGGISHARES TR	5,004	$486K	shares
VNLAJANUS DETROIT STR TR	9,288	$451K	shares
VOOVANGUARD INDEX FDS	854	$427K	shares
INTCINTEL CORP	6,986	$216K	shares
MZTIMARZETTI COMPANY	1,098	$207K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-24-004430	base		2024-10-31	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC