Comprehensive Financial Consultants Institutional, Inc.

13F filer, CIK 1915714, Bloomington, IN

Comprehensive Financial Consultants Institutional, Inc. reported $274,808,536 across 166 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-24. Its ten largest share positions make up 21.07% of the portfolio.

Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001172661-25-000343

Period: 2024-12-31
Reported value: $275M
Holdings: 166
Top 10 weight: 21.07%
New: 12
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
GNOVnew	+120,010	$4.2M
PNOVnew	+94,376	$3.57M
FISnew	+15,141	$1.22M
MSadded	+9,318	$1.17M
QGRWadded	+20,898	$1.03M

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
GFEBexited	-119,215	-$4.35M
PMARexited	-90,778	-$3.56M
WTFCexited	-9,889	-$1.07M
QUALexited	-5,498	-$986K
CSCOreduced	-14,799	-$876K

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, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-000343, largest first. % of portfolio is the value over $274,808,536, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
JPMJPMORGAN CHASE & CO	32,287	$7.74M	2.82%	-955	Timeline
AAPLAPPLE INC	28,823	$7.22M	2.63%	+290	Timeline
AVGOBROADCOM INC	27,881	$6.46M	2.35%	+199	Timeline
MSFTMICROSOFT CORP	14,695	$6.19M	2.25%	+318	Timeline
HDHOME DEPOT INC	13,879	$5.4M	1.96%	+372	Timeline
ETNEATON CORP PLC	16,128	$5.35M	1.95%	-3	Timeline
WMTWALMART INC	58,243	$5.26M	1.91%	-2,785	Timeline
MSIMOTOROLA SOLUTIONS INC	11,165	$5.16M	1.88%	-360	Timeline
JCIJOHNSON CONTROLS INTERNATION	58,812	$4.64M	1.69%	+1,246	Timeline
CBCHUBB LIMITED	16,167	$4.47M	1.63%	-7	Timeline
CMECME GROUP INC	18,787	$4.36M	1.59%	+499	Timeline
APDAIR PRODUCTS AND CHEMICALS I	14,627	$4.24M	1.54%	+485	Timeline
GNOVFIRST TR EXCHNG TRADED FD VI	120,010	$4.2M	1.53%	new	Timeline
QQQINVESCO QQQ TR	8,023	$4.1M	1.49%	+346	Timeline
JNJJOHNSON & JOHNSON	28,267	$4.09M	1.49%	+1,078	Timeline
BBYBEST BUY INC	47,344	$4.06M	1.48%	+1,898	Timeline
VZVERIZON COMMUNICATIONS INC	99,845	$3.99M	1.45%	+4,922	Timeline
MRKMERCK & CO INC	39,635	$3.94M	1.43%	+2,650	Timeline
UNPUNION PAC CORP	17,118	$3.9M	1.42%	+766	Timeline
MPCMARATHON PETE CORP	27,902	$3.89M	1.42%	+942	Timeline
ADIANALOG DEVICES INC	17,319	$3.68M	1.34%	+1,948	Timeline
MDTMEDTRONIC PLC	45,965	$3.67M	1.34%	+2,320	Timeline
CMCSACOMCAST CORP NEW	95,870	$3.6M	1.31%	+5,146	Timeline
LLYELI LILLY & CO	4,651	$3.59M	1.31%	+117	Timeline
PNOVINNOVATOR ETFS TRUST	94,376	$3.57M	1.3%	new	Timeline
METAMETA PLATFORMS INC	5,905	$3.46M	1.26%	-69	Timeline
AMZNAMAZON COM INC	15,546	$3.41M	1.24%	-59	Timeline
ZALTINNOVATOR ETFS TRUST	109,781	$3.27M	1.19%	+3,125	Timeline
NOBLPROSHARES TR	30,708	$3.06M	1.11%	+1,928	Timeline
COWZPACER FDS TR	51,776	$2.92M	1.06%	+337	Timeline
TTTRANE TECHNOLOGIES PLC	7,898	$2.92M	1.06%	-107	Timeline
GOOGLALPHABET INC	15,013	$2.84M	1.03%	+235	Timeline
DRIDARDEN RESTAURANTS INC	14,912	$2.78M	1.01%	+1,451	Timeline
TJXTJX COS INC NEW	22,427	$2.71M	0.99%	+245	Timeline
FISVFISERV INC	12,956	$2.66M	0.97%	-581	Timeline
ALLALLSTATE CORP	13,766	$2.65M	0.97%	+203	Timeline
CRMSALESFORCE INC	7,909	$2.64M	0.96%	+41	Timeline
VVISA INC	8,227	$2.6M	0.95%	+282	Timeline
MSMORGAN STANLEY	20,470	$2.57M	0.94%	+9,318	Timeline
DSEPFIRST TR EXCHNG TRADED FD VI	62,725	$2.54M	0.93%	-377	Timeline
BALTINNOVATOR ETFS TRUST	75,998	$2.39M	0.87%	+7,479	Timeline
SPGIS&P GLOBAL INC	4,744	$2.36M	0.86%	+173	Timeline
OEFISHARES TR	8,011	$2.31M	0.84%	-97	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	15,463	$2.3M	0.84%	-37	Timeline
QGRWWISDOMTREE TR	43,008	$2.12M	0.77%	+20,898	Timeline
UNHUNITEDHEALTH GROUP INC	4,133	$2.09M	0.76%	+193	Timeline
FANGDIAMONDBACK ENERGY INC	12,404	$2.03M	0.74%	+658	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	49,439	$1.99M	0.72%	+237	Timeline
NXPINXP SEMICONDUCTORS N V	9,399	$1.95M	0.71%	+487	Timeline
LHXL3HARRIS TECHNOLOGIES INC	9,271	$1.95M	0.71%	+479	Timeline
STESTERIS PLC	9,456	$1.94M	0.71%	+638	Timeline
VIGVANGUARD SPECIALIZED FUNDS	9,922	$1.94M	0.71%	-43	Timeline
EWEDWARDS LIFESCIENCES CORP	24,628	$1.82M	0.66%	+1,971	Timeline
IQVIQVIA HLDGS INC	9,251	$1.82M	0.66%	+842	Timeline
AMDADVANCED MICRO DEVICES INC	14,955	$1.81M	0.66%	+1,220	Timeline
MOATVANECK ETF TRUST	19,292	$1.79M	0.65%	+123	Timeline
DVNDEVON ENERGY CORP NEW	53,216	$1.74M	0.63%	-25,466	Timeline
CSCOCISCO SYS INC	28,807	$1.71M	0.62%	-14,799	Timeline
HONHONEYWELL INTL INC	7,451	$1.68M	0.61%	-276	Timeline
HALHALLIBURTON CO	61,644	$1.68M	0.61%	+3,559	Timeline
NOCNORTHROP GRUMMAN CORP	3,450	$1.62M	0.59%	-42	Timeline
MSTRSTRATEGY INC	5,586	$1.62M	0.59%	+1,206	Timeline
SYKSTRYKER CORPORATION	4,482	$1.61M	0.59%	+130	Timeline
PGPROCTER & GAMBLE CO	9,466	$1.59M	0.58%	-121	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	35,739	$1.56M	0.57%	-789	Timeline
BUFFINNOVATOR ETFS TRUST	34,676	$1.56M	0.57%	+332	Timeline
LOWLOWES COS INC	6,288	$1.55M	0.56%	+88	Timeline
WMWASTE MGMT INC DEL	7,676	$1.55M	0.56%	-252	Timeline
CVXCHEVRON CORPORATION	10,327	$1.5M	0.54%	-389	Timeline
FTGSFIRST TR EXCHANGE-TRADED FD	47,539	$1.49M	0.54%	-1,797	Timeline
USMVISHARES TR	16,553	$1.47M	0.53%	-624	Timeline
MCDMCDONALDS CORP	4,870	$1.41M	0.51%	-66	Timeline
ABTABBOTT LABORATORIES	12,000	$1.36M	0.49%	+252	Timeline
CALFPACER FDS TR	29,944	$1.32M	0.48%	-5,004	Timeline
PEPPEPSICO INC	8,479	$1.29M	0.47%	-167	Timeline
EMREMERSON ELEC CO	10,266	$1.27M	0.46%	-452	Timeline
BMYBRISTOL-MYERS SQUIBB CO	22,444	$1.27M	0.46%	-96	Timeline
IVVISHARES TR	2,117	$1.25M	0.45%	-38	Timeline
FISFIDELITY NATL INFORMATION SV	15,141	$1.22M	0.45%	new	Timeline
AMGNAMGEN INC	4,466	$1.16M	0.42%	-89	Timeline
QCOMQUALCOMM INC	7,282	$1.12M	0.41%	-209	Timeline
ADBEADOBE INC	2,514	$1.12M	0.41%	+160	Timeline
ELLAUDER ESTEE COS INC	14,854	$1.11M	0.41%	+2,887	Timeline
TFCTRUIST FINL CORP	25,413	$1.1M	0.4%	-1,071	Timeline
AZNASTRAZENECA PLC-SPONS ADR	16,630	$1.09M	0.4%	-353	Timeline
KOCOCA COLA CO	16,882	$1.05M	0.38%	-152	Timeline
BABOEING CO	5,842	$1.03M	0.38%	0	Timeline
LINLINDE PLC	2,445	$1.02M	0.37%	-67	Timeline
HDVISHARES TR	8,906	$1000K	0.36%	-83	Timeline
DGRWWISDOMTREE TR	12,128	$982K	0.36%	+817	Timeline
SLYVSPDR SERIES TRUST	11,245	$981K	0.36%	+3,751	Timeline
COFCAPITAL ONE FINL CORP	5,388	$961K	0.35%	-1,265	Timeline
UPSUNITED PARCEL SVCS INC	7,478	$943K	0.34%	-100	Timeline
DUKDUKE ENERGY CORP NEW	8,718	$939K	0.34%	-631	Timeline
USFRWISDOMTREE TR	18,607	$936K	0.34%	+1,267	Timeline
SLYGSPDR SERIES TRUST	9,984	$902K	0.33%	+3,370	Timeline
VTIVANGUARD INDEX FDS	2,996	$868K	0.32%	-243	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	43,225	$840K	0.31%	0	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	13,842	$819K	0.3%	-206	Timeline
DXCMDEXCOM INC	10,383	$807K	0.29%	+3,049	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,369	$802K	0.29%	-337	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	18,274	$785K	0.29%	+106	Timeline
INVESCOINVESCO	37,132	$767K	0.28%	-878
KMBKIMBERLY-CLARK CORP	5,637	$739K	0.27%	-176	Timeline
ORCLORACLE CORP	4,378	$730K	0.27%	+872	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	37,258	$726K	0.26%	+133	Timeline
SMOTVANECK ETF TRUST	20,281	$699K	0.25%	new	Timeline
LMTLOCKHEED MARTIN CORP	1,402	$681K	0.25%	+15	Timeline
TGTTARGET CORP	4,921	$665K	0.24%	-87	Timeline
CCICROWN CASTLE INC	7,274	$660K	0.24%	-2,783	Timeline
NKENIKE INC	8,508	$644K	0.23%	-888	Timeline
XLKSELECT SECTOR SPDR TR	2,487	$578K	0.21%	+62	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	11,307	$568K	0.21%	+125	Timeline
CATCATERPILLAR INC	1,510	$548K	0.2%	0	Timeline
AAPRINNOVATOR ETFS TRUST	20,701	$546K	0.2%	-239	Timeline
RTXRTX CORPORATION	4,484	$519K	0.19%	0	Timeline
CGWINVESCO EXCH TRADED FD TR II	9,309	$505K	0.18%	0	Timeline
PPAINVESCO EXCHANGE TRADED FD T	4,375	$502K	0.18%	+165	Timeline
WELLWELLTOWER INC	3,962	$499K	0.18%	0	Timeline
DJUNFIRST TR EXCHNG TRADED FD VI	11,389	$493K	0.18%	0	Timeline
GCOWPACER FDS TR	14,504	$489K	0.18%	0	Timeline
XLESELECT SECTOR SPDR TR	5,576	$478K	0.17%	+545	Timeline
XLVSELECT SECTOR SPDR TR	3,284	$452K	0.16%	0	Timeline
XOMEXXON MOBIL CORP	4,156	$447K	0.16%	-599	Timeline
ROBOEXCHANGE TRADED CONCEPTS TRU	7,914	$445K	0.16%	-1,530	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	6,703	$425K	0.15%	new	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	20,911	$421K	0.15%	+743	Timeline
BUFZFIRST TR EXCHNG TRADED FD VI	17,028	$407K	0.15%	new	Timeline
NVDANVIDIA CORPORATION	2,934	$394K	0.14%	+34	Timeline
DJULFIRST TR EXCHNG TRADED FD VI	9,340	$392K	0.14%	-708	Timeline
RDVIFIRST TR EXCHANGE-TRADED FD	15,952	$387K	0.14%	0	Timeline
IBBISHARES TR	2,903	$384K	0.14%	-1,030	Timeline
DMAYFIRST TR EXCHNG TRADED FD VI	9,407	$383K	0.14%	-156	Timeline
DTEDTE ENERGY CO	3,082	$372K	0.14%	0	Timeline
IDVISHARES TR	13,527	$370K	0.13%	0	Timeline
EDCONSOLIDATED EDISON INC	4,122	$368K	0.13%	0	Timeline
CMICUMMINS INC	985	$343K	0.12%	0	Timeline
AOCTINNOVATOR ETFS TRUST	13,419	$334K	0.12%	new	Timeline
XLPSELECT SECTOR SPDR TR	4,144	$326K	0.12%	-123	Timeline
PULSPGIM ETF TR	6,461	$320K	0.12%	-197	Timeline
LQDWISHARES TR	12,082	$317K	0.12%	-812	Timeline
UJULINNOVATOR ETFS TRUST	9,018	$311K	0.11%	0	Timeline
MOALTRIA GROUP INC	5,861	$306K	0.11%	-55	Timeline
SLVISHARES SILVER TR	11,365	$299K	0.11%	-1,353	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	3,758	$295K	0.11%	-427	Timeline
CMACOMERICA INC	4,607	$285K	0.1%	0	Timeline
JXNJACKSON FINANCIAL INC	3,234	$282K	0.1%	0	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	7,719	$277K	0.1%	0	Timeline
CEGCONSTELLATION ENERGY CORP	1,220	$273K	0.1%	0	Timeline
SOXXISHARES TR	1,241	$267K	0.1%	new	Timeline
RSPNINVESCO EXCHANGE TRADED FD T	5,085	$255K	0.09%	+488	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,159	$255K	0.09%	+1	Timeline
AJULINNOVATOR ETFS TRUST	9,386	$254K	0.09%	-652	Timeline
QCOCFIRST TR EXCHNG TRADED FD VI	12,492	$252K	0.09%	new	Timeline
GRMNGARMIN LTD	1,210	$250K	0.09%	-7	Timeline
DEDEERE & CO	584	$247K	0.09%	0	Timeline
GMAYFIRST TR EXCHNG TRADED FD VI	6,706	$247K	0.09%	-172	Timeline
TSLATESLA INC	588	$237K	0.09%	new	Timeline
ABBVABBVIE INC	1,291	$229K	0.08%	+2	Timeline
BARGRANITESHARES GOLD TR	8,687	$225K	0.08%	+967	Timeline
CLXCLOROX CO DEL	1,375	$223K	0.08%	0	Timeline
SOSOUTHERN CO	2,480	$204K	0.07%	0	Timeline
XLISELECT SECTOR SPDR TR	1,538	$203K	0.07%	new	Timeline
NNOVINNOVATOR ETFS TRUST	7,784	$201K	0.07%	new	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	9,314	$233K	-390
IBDRISHARES TR SHS	principal	8,952	$215K	0

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
GFEBFIRST TR EXCHNG TRADED FD VI	119,215	$4.35M	shares
PMARINNOVATOR ETFS TRUST	90,778	$3.56M	shares
WTFCWINTRUST FINL CORP	9,889	$1.07M	shares
QUALISHARES TR	5,498	$986K	shares
INVESCOINVESCO	33,963	$717K	shares
NJANINNOVATOR ETFS TRUST	5,490	$255K	shares
EQLALPS ETF TR	1,937	$247K	shares
MDLZMONDELEZ INTL INC	2,975	$219K	shares
COPCONOCOPHILLIPS	1,965	$207K	shares
MMM3M CO	1,501	$205K	shares
SDYSPDR SERIES TRUST	1,414	$201K	shares
RGTIRIGETTI COMPUTING INC	25,000	$19.6K	shares

How Q4 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 0001172661-25-000343	base		2025-01-24	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC