Comprehensive Financial Consultants Institutional, Inc.

13F filer, CIK 1915714, Bloomington, IN

Comprehensive Financial Consultants Institutional, Inc. reported $281,287,068 across 175 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 19.46% of the portfolio.

Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001172661-25-001994

Period: 2025-03-31
Reported value: $281M
Holdings: 175
Top 10 weight: 19.46%
New: 20
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
FISadded	+27,456	$2.05M
QQQadded	+3,969	$1.86M
SPYadded	+3,302	$1.85M
CDNSnew	+5,487	$1.4M
DFEBnew	+22,687	$956K

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
DVNexited	-53,216	-$1.74M
HALexited	-61,644	-$1.68M
AVGOreduced	-3,901	-$653K
HDVreduced	-4,134	-$501K
DJUNexited	-11,389	-$493K

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, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001994, largest first. % of portfolio is the value over $281,287,068, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
JPMJPMORGAN CHASE & CO	31,063	$7.62M	2.71%	-1,224	Timeline
AAPLAPPLE INC	29,080	$6.46M	2.3%	+257	Timeline
QQQINVESCO QQQ TR	11,992	$5.62M	2%	+3,969	Timeline
MSFTMICROSOFT CORP	14,883	$5.59M	1.99%	+188	Timeline
HDHOME DEPOT INC	13,954	$5.11M	1.82%	+75	Timeline
CBCHUBB LIMITED	16,473	$4.97M	1.77%	+306	Timeline
WMTWALMART INC	56,595	$4.97M	1.77%	-1,648	Timeline
MSIMOTOROLA SOLUTIONS INC	11,079	$4.85M	1.72%	-86	Timeline
JNJJOHNSON & JOHNSON	29,014	$4.81M	1.71%	+747	Timeline
CMECME GROUP INC	17,840	$4.73M	1.68%	-947	Timeline
VZVERIZON COMMUNICATIONS INC	103,995	$4.72M	1.68%	+4,150	Timeline
JCIJOHNSON CONTROLS INTERNATION	58,294	$4.67M	1.66%	-518	Timeline
ETNEATON CORP PLC	16,338	$4.44M	1.58%	+210	Timeline
MPCMARATHON PETE CORP	30,060	$4.38M	1.56%	+2,158	Timeline
APDAIR PRODUCTS AND CHEMICALS I	14,746	$4.35M	1.55%	+119	Timeline
MDTMEDTRONIC PLC	46,690	$4.2M	1.49%	+725	Timeline
MRKMERCK & CO INC	46,114	$4.14M	1.47%	+6,479	Timeline
LLYELI LILLY & CO	4,998	$4.13M	1.47%	+347	Timeline
UNPUNION PAC CORP	17,378	$4.11M	1.46%	+260	Timeline
CMCSACOMCAST CORP NEW	109,831	$4.05M	1.44%	+13,961	Timeline
AVGOBROADCOM INC	23,980	$4.01M	1.43%	-3,901	Timeline
GNOVFIRST TR EXCHNG TRADED FD VI	113,464	$3.89M	1.38%	-6,546	Timeline
ADIANALOG DEVICES INC	18,697	$3.77M	1.34%	+1,378	Timeline
ZALTINNOVATOR ETFS TRUST	122,477	$3.65M	1.3%	+12,696	Timeline
BBYBEST BUY INC	49,258	$3.63M	1.29%	+1,914	Timeline
PNOVINNOVATOR ETFS TRUST	87,523	$3.26M	1.16%	-6,853	Timeline
METAMETA PLATFORMS INC	5,551	$3.2M	1.14%	-354	Timeline
FISFIDELITY NATL INFORMATION SV	42,597	$3.18M	1.13%	+27,456	Timeline
DRIDARDEN RESTAURANTS INC	15,180	$3.15M	1.12%	+268	Timeline
NOBLPROSHARES TR	30,590	$3.13M	1.11%	-118	Timeline
AMZNAMAZON COM INC	15,583	$2.96M	1.05%	+37	Timeline
ALLALLSTATE CORP	13,756	$2.85M	1.01%	-10	Timeline
COWZPACER FDS TR	51,096	$2.8M	0.99%	-680	Timeline
FISVFISERV INC	12,633	$2.79M	0.99%	-323	Timeline
BALTINNOVATOR ETFS TRUST	87,409	$2.74M	0.98%	+11,411	Timeline
VVISA INC	7,825	$2.74M	0.97%	-402	Timeline
TJXTJX COS INC NEW	22,313	$2.72M	0.97%	-114	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	15,702	$2.71M	0.96%	+239	Timeline
TTTRANE TECHNOLOGIES PLC	7,943	$2.68M	0.95%	+45	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	4,671	$2.61M	0.93%	+3,302	Timeline
SPGIS&P GLOBAL INC	4,829	$2.45M	0.87%	+85	Timeline
DSEPFIRST TR EXCHNG TRADED FD VI	61,425	$2.44M	0.87%	-1,300	Timeline
MSMORGAN STANLEY	20,054	$2.34M	0.83%	-416	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	53,817	$2.34M	0.83%	+4,378	Timeline
UNHUNITEDHEALTH GROUP INC	4,296	$2.25M	0.8%	+163	Timeline
GOOGLALPHABET INC	14,472	$2.24M	0.8%	-541	Timeline
STESTERIS PLC	9,616	$2.18M	0.77%	+160	Timeline
CRMSALESFORCE INC	8,055	$2.16M	0.77%	+146	Timeline
FANGDIAMONDBACK ENERGY INC	13,260	$2.12M	0.75%	+856	Timeline
LHXL3HARRIS TECHNOLOGIES INC	9,540	$2M	0.71%	+269	Timeline
EWEDWARDS LIFESCIENCES CORP	26,932	$1.95M	0.69%	+2,304	Timeline
VIGVANGUARD SPECIALIZED FUNDS	9,970	$1.93M	0.69%	+48	Timeline
NXPINXP SEMICONDUCTORS N V	10,050	$1.91M	0.68%	+651	Timeline
QGRWWISDOMTREE TR	42,619	$1.87M	0.67%	-389	Timeline
OEFISHARES TR	6,651	$1.8M	0.64%	-1,360	Timeline
NOCNORTHROP GRUMMAN CORP	3,452	$1.77M	0.63%	+2	Timeline
IQVIQVIA HLDGS INC	9,998	$1.76M	0.63%	+747	Timeline
CVXCHEVRON CORPORATION	10,511	$1.76M	0.63%	+184	Timeline
AMDADVANCED MICRO DEVICES INC	16,921	$1.74M	0.62%	+1,966	Timeline
WMWASTE MGMT INC DEL	7,491	$1.73M	0.62%	-185	Timeline
CSCOCISCO SYS INC	27,611	$1.7M	0.61%	-1,196	Timeline
SYKSTRYKER CORPORATION	4,518	$1.68M	0.6%	+36	Timeline
MOATVANECK ETF TRUST	18,963	$1.67M	0.59%	-329	Timeline
BUFFINNOVATOR ETFS TRUST	36,819	$1.62M	0.58%	+2,143	Timeline
MSTRSTRATEGY INC	5,608	$1.62M	0.57%	+22	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	35,761	$1.59M	0.57%	+22	Timeline
PGPROCTER & GAMBLE CO	9,214	$1.57M	0.56%	-252	Timeline
USMVISHARES TR	16,726	$1.57M	0.56%	+173	Timeline
LOWLOWES COS INC	6,508	$1.52M	0.54%	+220	Timeline
MCDMCDONALDS CORP	4,819	$1.51M	0.54%	-51	Timeline
HONHONEYWELL INTL INC	7,047	$1.49M	0.53%	-404	Timeline
ABTABBOTT LABORATORIES	11,119	$1.47M	0.52%	-881	Timeline
FTGSFIRST TR EXCHANGE-TRADED FD	47,621	$1.42M	0.5%	+82	Timeline
PEPPEPSICO INC	9,346	$1.4M	0.5%	+867	Timeline
CDNSCADENCE DESIGN SYSTEM INC	5,487	$1.4M	0.5%	new	Timeline
AMGNAMGEN INC	4,447	$1.39M	0.49%	-19	Timeline
ELLAUDER ESTEE COS INC	20,635	$1.36M	0.48%	+5,781	Timeline
BMYBRISTOL-MYERS SQUIBB CO	21,499	$1.31M	0.47%	-945	Timeline
AZNASTRAZENECA PLC-SPONS ADR	16,873	$1.24M	0.44%	+243	Timeline
KOCOCA COLA CO	16,608	$1.19M	0.42%	-274	Timeline
IVVISHARES TR	2,091	$1.17M	0.42%	-26	Timeline
QCOMQUALCOMM INC	7,452	$1.14M	0.41%	+170	Timeline
CCICROWN CASTLE INC	10,860	$1.13M	0.4%	+3,586	Timeline
LINLINDE PLC	2,364	$1.1M	0.39%	-81	Timeline
DGRWWISDOMTREE TR	13,754	$1.1M	0.39%	+1,626	Timeline
EMREMERSON ELEC CO	9,891	$1.08M	0.39%	-375	Timeline
DUKDUKE ENERGY CORP NEW	8,636	$1.05M	0.37%	-82	Timeline
ADBEADOBE INC	2,710	$1.04M	0.37%	+196	Timeline
TFCTRUIST FINL CORP	24,748	$1.02M	0.36%	-665	Timeline
UPSUNITED PARCEL SVCS INC	9,066	$997K	0.35%	+1,588	Timeline
BABOEING CO	5,742	$979K	0.35%	-100	Timeline
DFEBFIRST TR EXCHNG TRADED FD VI	22,687	$956K	0.34%	new	Timeline
USFRWISDOMTREE TR	18,986	$956K	0.34%	+379	Timeline
BUFZFIRST TR EXCHNG TRADED FD VI	40,570	$953K	0.34%	+23,542	Timeline
COFCAPITAL ONE FINL CORP	5,277	$946K	0.34%	-111	Timeline
SLYVSPDR SERIES TRUST	11,509	$902K	0.32%	+264	Timeline
SLYGSPDR SERIES TRUST	10,476	$870K	0.31%	+492	Timeline
DXCMDEXCOM INC	12,624	$862K	0.31%	+2,241	Timeline
CALFPACER FDS TR	22,986	$862K	0.31%	-6,958	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	43,967	$856K	0.3%	+742	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	14,294	$837K	0.3%	+452	Timeline
KMBKIMBERLY-CLARK CORP	5,714	$813K	0.29%	+77	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	18,406	$807K	0.29%	+132	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	39,795	$780K	0.28%	+2,537	Timeline
INVESCOINVESCO	37,126	$768K	0.27%	-6
UFEBINNOVATOR ETFS TRUST	23,522	$762K	0.27%	new	Timeline
VTIVANGUARD INDEX FDS	2,657	$730K	0.26%	-339	Timeline
SMOTVANECK ETF TRUST	20,399	$669K	0.24%	+118	Timeline
NKENIKE INC	10,159	$645K	0.23%	+1,651	Timeline
LMTLOCKHEED MARTIN CORP	1,402	$626K	0.22%	0	Timeline
ORCLORACLE CORP	4,388	$613K	0.22%	+10	Timeline
WELLWELLTOWER INC	3,962	$607K	0.22%	0	Timeline
RTXRTX CORPORATION	4,483	$594K	0.21%	-1	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	9,398	$592K	0.21%	+2,695	Timeline
HDVISHARES TR	4,772	$578K	0.21%	-4,134	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	28,131	$572K	0.2%	+7,220	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	11,307	$571K	0.2%	0	Timeline
GCOWPACER FDS TR	15,229	$563K	0.2%	+725	Timeline
TGTTARGET CORP	5,294	$552K	0.2%	+373	Timeline
AAPRINNOVATOR ETFS TRUST	20,701	$542K	0.19%	0	Timeline
PXJINVESCO EXCHANGE TRADED FD T	20,544	$527K	0.19%	new	Timeline
NVDANVIDIA CORPORATION	4,838	$524K	0.19%	+1,904	Timeline
PPAINVESCO EXCHANGE TRADED FD T	4,320	$503K	0.18%	-55	Timeline
XLKSELECT SECTOR SPDR TR	2,436	$503K	0.18%	-51	Timeline
SIXDAIM ETF PRODUCTS TRUST	18,993	$498K	0.18%	new	Timeline
XOMEXXON MOBIL CORP	4,155	$494K	0.18%	-1	Timeline
CATCATERPILLAR INC	1,483	$489K	0.17%	-27	Timeline
EDCONSOLIDATED EDISON INC	4,122	$456K	0.16%	0	Timeline
DTEDTE ENERGY CO	3,082	$426K	0.15%	0	Timeline
QCJAFIRST TR EXCHNG TRADED FD VI	20,839	$400K	0.14%	new	Timeline
PULSPGIM ETF TR	7,637	$380K	0.14%	+1,176	Timeline
RDVIFIRST TR EXCHANGE-TRADED FD	15,952	$378K	0.13%	0	Timeline
QMFEFIRST TR EXCHNG TRADED FD VI	19,196	$364K	0.13%	new	Timeline
MOALTRIA GROUP INC	5,861	$352K	0.13%	0	Timeline
XLFSELECT SECTOR SPDR TR	7,001	$349K	0.12%	new	Timeline
XMESPDR SERIES TRUST	6,114	$342K	0.12%	new	Timeline
SIXFAIM ETF PRODUCTS TRUST	12,005	$335K	0.12%	new	Timeline
DJANFIRST TR EXCHNG TRADED FD VI	8,707	$331K	0.12%	new	Timeline
IDVISHARES TR	10,627	$330K	0.12%	-2,900	Timeline
XLESELECT SECTOR SPDR TR	3,516	$329K	0.12%	-2,060	Timeline
SOXXISHARES TR	1,713	$322K	0.11%	+472	Timeline
LQDWISHARES TR	12,082	$318K	0.11%	0	Timeline
SLVISHARES SILVER TR	10,165	$315K	0.11%	-1,200	Timeline
AOCTINNOVATOR ETFS TRUST	12,525	$311K	0.11%	-894	Timeline
CMICUMMINS INC	985	$309K	0.11%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,156	$287K	0.1%	-3	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	3,758	$277K	0.1%	0	Timeline
DEDEERE & CO	584	$274K	0.1%	0	Timeline
JXNJACKSON FINANCIAL INC	3,234	$271K	0.1%	0	Timeline
ABBVABBVIE INC	1,292	$271K	0.1%	+1	Timeline
BARGRANITESHARES GOLD TR	8,687	$268K	0.1%	0	Timeline
GRMNGARMIN LTD	1,210	$263K	0.09%	0	Timeline
CMACOMERICA INC	4,437	$262K	0.09%	-170	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	7,719	$259K	0.09%	0	Timeline
QYLDGLOBAL X FDS	15,300	$254K	0.09%	new	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	3,715	$253K	0.09%	new	Timeline
AJULINNOVATOR ETFS TRUST	9,386	$251K	0.09%	0	Timeline
CGWINVESCO EXCH TRADED FD TR II	4,502	$251K	0.09%	-4,807	Timeline
RSPNINVESCO EXCHANGE TRADED FD T	5,098	$249K	0.09%	+13	Timeline
IBBISHARES TR	1,932	$247K	0.09%	-971	Timeline
CEGCONSTELLATION ENERGY CORP	1,220	$246K	0.09%	0	Timeline
QCOCFIRST TR EXCHNG TRADED FD VI	12,492	$245K	0.09%	0	Timeline
GMAYFIRST TR EXCHNG TRADED FD VI	6,706	$243K	0.09%	0	Timeline
COWGPACER FDS TR	7,751	$239K	0.08%	new	Timeline
SOSOUTHERN CO	2,580	$237K	0.08%	+100	Timeline
ROBOEXCHANGE TRADED CONCEPTS TRU	4,506	$232K	0.08%	-3,408	Timeline
PMPHILIP MORRIS INTL INC	1,460	$232K	0.08%	new	Timeline
ZJANINNOVATOR ETFS TRUST	8,937	$228K	0.08%	new	Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	12,208	$226K	0.08%	new	Timeline
MMM3M CO	1,501	$220K	0.08%	new	Timeline
CASYCASEYS GEN STORES INC	472	$205K	0.07%	new	Timeline
CLXCLOROX CO DEL	1,375	$202K	0.07%	0	Timeline
MDLZMONDELEZ INTL INC	2,984	$202K	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	$234K	0
IBDRISHARES TR SHS	principal	8,952	$217K	0

Sold out in Q1 2025

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

Security	Shares before	Value before	Type
DVNDEVON ENERGY CORP NEW	53,216	$1.74M	shares
HALHALLIBURTON CO	61,644	$1.68M	shares
DJUNFIRST TR EXCHNG TRADED FD VI	11,389	$493K	shares
XLVSELECT SECTOR SPDR TR	3,284	$452K	shares
DJULFIRST TR EXCHNG TRADED FD VI	9,340	$392K	shares
DMAYFIRST TR EXCHNG TRADED FD VI	9,407	$383K	shares
XLPSELECT SECTOR SPDR TR	4,144	$326K	shares
UJULINNOVATOR ETFS TRUST	9,018	$311K	shares
TSLATESLA INC	588	$237K	shares
XLISELECT SECTOR SPDR TR	1,538	$203K	shares
NNOVINNOVATOR ETFS TRUST	7,784	$201K	shares

How Q1 2025 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 0001172661-25-001994	base		2025-05-15	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC