| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CPA | Exit | COPA HOLDINGS SAcl a | $0 | – | -2,253 | -100.0% | -0.11% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -2,961 | -100.0% | -0.11% | – |
| IBDR | Exit | ISHARES TRibonds dec2026 | $0 | – | -8,952 | -100.0% | -0.11% | – |
| IRDM | Exit | IRIDIUM COMMUNICATIONS INC | $0 | – | -4,628 | -100.0% | -0.11% | – |
| Exit | MOBILEYE GLOBAL INC | $0 | – | -5,097 | -100.0% | -0.11% | – | |
| EHC | Exit | ENCOMPASS HEALTH CORP | $0 | – | -3,197 | -100.0% | -0.11% | – |
| MOO | Exit | VANECK ETF TRUSTagribusiness etf | $0 | – | -2,752 | -100.0% | -0.11% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -4,150 | -100.0% | -0.12% | – |
| DE | Exit | DEERE & CO | $0 | – | -580 | -100.0% | -0.12% | – |
| WCC | Exit | WESCO INTL INC | $0 | – | -1,542 | -100.0% | -0.12% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -985 | -100.0% | -0.12% | – |
| NJAN | Exit | INNOVATOR ETFS TRgrwt100 pwr bf | $0 | – | -5,515 | -100.0% | -0.12% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -659 | -100.0% | -0.12% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -4,185 | -100.0% | -0.12% | – |
| IBDQ | Exit | ISHARES TRibonds dec25 etf | $0 | – | -9,704 | -100.0% | -0.12% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -1,991 | -100.0% | -0.12% | – |
| Exit | ISHARES TRinvt grd corp bd | $0 | – | -7,549 | -100.0% | -0.12% | – | |
| INTC | Exit | INTEL CORP | $0 | – | -6,822 | -100.0% | -0.13% | – |
| RGI | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $0 | – | -6,359 | -100.0% | -0.13% | – |
| CLH | Exit | CLEAN HARBORS INC | $0 | – | -1,532 | -100.0% | -0.14% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -3,640 | -100.0% | -0.14% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -6,614 | -100.0% | -0.15% | – |
| Exit | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $0 | – | -13,940 | -100.0% | -0.15% | – | |
| CMA | Exit | COMERICA INC | $0 | – | -7,362 | -100.0% | -0.16% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -3,082 | -100.0% | -0.16% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,448 | -100.0% | -0.16% | – |
| BSCS | Exit | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $0 | – | -16,189 | -100.0% | -0.16% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -3,969 | -100.0% | -0.17% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -4,548 | -100.0% | -0.17% | – |
| FDL | Exit | FIRST TR MORNINGSTAR DIVID L | $0 | – | -10,149 | -100.0% | -0.18% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -2,726 | -100.0% | -0.18% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -4,122 | -100.0% | -0.18% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -13,945 | -100.0% | -0.19% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -5,153 | -100.0% | -0.19% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -3,504 | -100.0% | -0.19% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,554 | -100.0% | -0.20% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1,607 | -100.0% | -0.20% | – |
| PPA | Exit | INVESCO EXCHANGE TRADED FD Taerospace defn | $0 | – | -4,822 | -100.0% | -0.20% | – |
| PULS | Exit | PGIM ETF TRpgim ultra sh bd | $0 | – | -7,938 | -100.0% | -0.21% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,365 | -100.0% | -0.21% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,518 | -100.0% | -0.22% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -7,252 | -100.0% | -0.24% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -5,037 | -100.0% | -0.25% | – |
| VNLA | Exit | JANUS DETROIT STR TRhendrsn shrt etf | $0 | – | -10,163 | -100.0% | -0.26% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -4,193 | -100.0% | -0.27% | – |
| CGW | Exit | INVESCO EXCH TRADED FD TR IIs&p gbl water | $0 | – | -11,553 | -100.0% | -0.28% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,369 | -100.0% | -0.29% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -6,346 | -100.0% | -0.30% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -4,831 | -100.0% | -0.31% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -11,692 | -100.0% | -0.31% | – | |
| KNG | Exit | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $0 | – | -11,962 | -100.0% | -0.31% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -6,705 | -100.0% | -0.31% | – |
| ROBO | Exit | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | -11,933 | -100.0% | -0.32% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -28,571 | -100.0% | -0.32% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -14,812 | -100.0% | -0.33% | – |
| BSCR | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -33,430 | -100.0% | -0.33% | – |
| WTFC | Exit | WINTRUST FINL CORP | $0 | – | -8,382 | -100.0% | -0.33% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -6,624 | -100.0% | -0.33% | – |
| TGT | Exit | TARGET CORP | $0 | – | -5,762 | -100.0% | -0.34% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -6,635 | -100.0% | -0.34% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -22,684 | -100.0% | -0.34% | – |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -7,340 | -100.0% | -0.36% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -15,196 | -100.0% | -0.37% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,644 | -100.0% | -0.37% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -5,582 | -100.0% | -0.39% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -40,550 | -100.0% | -0.40% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -36,933 | -100.0% | -0.40% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -4,993 | -100.0% | -0.41% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -9,798 | -100.0% | -0.42% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -40,306 | -100.0% | -0.43% | – |
| KO | Exit | COCA COLA CO | $0 | – | -14,849 | -100.0% | -0.44% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -14,520 | -100.0% | -0.44% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -7,714 | -100.0% | -0.45% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,155 | -100.0% | -0.49% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -9,515 | -100.0% | -0.49% | – |
| Exit | LINDE PLC | $0 | – | -2,547 | -100.0% | -0.50% | – | |
| ABT | Exit | ABBOTT LABS | $0 | – | -9,851 | -100.0% | -0.50% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -5,512 | -100.0% | -0.51% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -6,944 | -100.0% | -0.52% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -1,957 | -100.0% | -0.52% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -10,345 | -100.0% | -0.52% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -7,016 | -100.0% | -0.53% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -15,306 | -100.0% | -0.54% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -5,184 | -100.0% | -0.57% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -3,977 | -100.0% | -0.57% | – |
| BA | Exit | BOEING CO | $0 | – | -5,853 | -100.0% | -0.59% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -16,262 | -100.0% | -0.59% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -4,277 | -100.0% | -0.59% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -6,596 | -100.0% | -0.60% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -7,844 | -100.0% | -0.63% | – |
| FISV | Exit | FISERV INC | $0 | – | -10,870 | -100.0% | -0.64% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -9,441 | -100.0% | -0.66% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -7,431 | -100.0% | -0.66% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -8,675 | -100.0% | -0.66% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -6,446 | -100.0% | -0.67% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -4,722 | -100.0% | -0.67% | – |
| MOAT | Exit | VANECK ETF TRUSTmrngstr wde moat | $0 | – | -17,554 | -100.0% | -0.70% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -3,661 | -100.0% | -0.70% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -18,551 | -100.0% | -0.71% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -7,358 | -100.0% | -0.71% | – |
| UJUL | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -48,637 | -100.0% | -0.72% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -37,154 | -100.0% | -0.73% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -6,918 | -100.0% | -0.74% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -3,233 | -100.0% | -0.75% | – |
| STE | Exit | STERIS PLC | $0 | – | -6,616 | -100.0% | -0.76% | – |
| V | Exit | VISA INC | $0 | – | -6,510 | -100.0% | -0.79% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -7,529 | -100.0% | -0.79% | – |
| DJUN | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -42,829 | -100.0% | -0.80% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -13,775 | -100.0% | -0.81% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -9,140 | -100.0% | -0.81% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -7,747 | -100.0% | -0.82% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -3,100 | -100.0% | -0.82% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -14,385 | -100.0% | -0.83% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -10,357 | -100.0% | -0.85% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -7,954 | -100.0% | -0.85% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -7,153 | -100.0% | -0.86% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -13,272 | -100.0% | -0.89% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -13,283 | -100.0% | -0.91% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -19,841 | -100.0% | -0.93% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -46,230 | -100.0% | -0.98% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -6,399 | -100.0% | -1.01% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -17,944 | -100.0% | -1.02% | – |
| UJUN | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -68,422 | -100.0% | -1.02% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -2,604 | -100.0% | -1.14% | – |
| UAPR | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -85,468 | -100.0% | -1.16% | – |
| DAPR | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $0 | – | -72,905 | -100.0% | -1.16% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -4,198 | -100.0% | -1.18% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -45,359 | -100.0% | -1.27% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -35,662 | -100.0% | -1.30% | – |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -50,123 | -100.0% | -1.30% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -31,763 | -100.0% | -1.31% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -78,735 | -100.0% | -1.34% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -29,369 | -100.0% | -1.37% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -36,160 | -100.0% | -1.40% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -13,239 | -100.0% | -1.42% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -56,792 | -100.0% | -1.42% | – |
| DJUL | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -80,818 | -100.0% | -1.44% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -7,713 | -100.0% | -1.45% | – |
| CME | Exit | CME GROUP INC | $0 | – | -14,495 | -100.0% | -1.52% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -10,278 | -100.0% | -1.53% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -66,670 | -100.0% | -1.55% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -11,032 | -100.0% | -1.58% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -14,516 | -100.0% | -1.59% | – |
| WMT | Exit | WALMART INC | $0 | – | -19,600 | -100.0% | -1.65% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -20,659 | -100.0% | -1.69% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -60,461 | -100.0% | -1.71% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -11,126 | -100.0% | -1.77% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -32,944 | -100.0% | -1.78% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -17,325 | -100.0% | -1.94% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -28,599 | -100.0% | -2.27% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -13,748 | -100.0% | -2.28% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -30,930 | -100.0% | -2.36% | – |
| AAPL | Exit | APPLE INC | $0 | – | -27,547 | -100.0% | -2.48% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE & COMPANY | 8 | Q3 2023 | 2.4% |
| MICROSOFT CORPORATION | 8 | Q3 2023 | 2.4% |
| MARATHON PETE CORPORATION | 8 | Q3 2023 | 2.3% |
| MERCK & COMPANY INCORPORATED | 8 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON | 8 | Q3 2023 | 2.0% |
| HOME DEPOT INCORPORATED | 8 | Q3 2023 | 1.8% |
| ISHARES TR SELECT DIVID ETF | 8 | Q3 2023 | 1.9% |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | 8 | Q3 2023 | 1.7% |
| CISCO SYSTEMS INCORPORATED | 8 | Q3 2023 | 1.7% |
| WALMART INCORPORATED | 8 | Q3 2023 | 1.6% |
View Comprehensive Financial Consultants Institutional, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-03-10 |
View Comprehensive Financial Consultants Institutional, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.