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  Name: Comprehensive Financial Consultants Institutional
  City: Bloomington
  State: IN
  Zip: 47403
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $214,611,000
  Total Value Change : $24,754,000
  Securities Held Change : 0
   
All Securities Held : 151
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $193.28 $5,503,000 32,350 % 1,018,000 1,420 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $402.25 $5,286,000 14,058 % 945,000 310 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $173.50 $5,194,000 26,978 % 478,000 -569 0    N/A
   (ETN)1 Year Chart         ETN Eaton Corp - $326.51 $4,231,000 17,568 % 536,000 243 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc - $336.80 $4,139,000 11,944 % 777,000 818 0    N/A
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp - $200.51 $4,063,000 27,386 % -265,000 -1,213 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc - $131.20 $3,725,000 34,167 % 333,000 1,223 0.001    Drug Manufacturers - ...
   (MSI)1 Year Chart         MSI Motorola Inc - $347.69 $3,549,000 11,334 % 546,000 302 0    N/A
   (DJUL)1 Year Chart         DJUL First Tr Exchng Traded Fd Vi - $0.00 $3,486,000 95,518 % 741,000 14,700 0    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp - $240.95 $3,437,000 13,995 % 741,000 756 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $146.82 $3,399,000 21,685 % 181,000 1,026 0    N/A
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) - $249.22 $3,369,000 14,908 % 347,000 392 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc - $60.24 $3,226,000 20,462 % 91,000 862 0    N/A
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc - $47.78 $3,223,000 63,799 % -27,000 3,338 0    N/A
   (CME)1 Year Chart         CME CME Group Inc - $209.62 $3,191,000 15,150 % 289,000 655 0    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc - $40.09 $3,160,000 83,825 % 608,000 5,090 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $432.75 $3,137,000 7,661 % 374,000 -52 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited - $1,338.62 $3,098,000 2,775 % 935,000 171 0    N/A
   (CMCSA)1 Year Chart         CMCSA Comcast Corp - $38.85 $3,091,000 70,491 % 135,000 3,821 0    N/A
   (BBY)1 Year Chart         BBY Best Buy Co Inc - $75.00 $3,020,000 38,578 % 543,000 2,916 0    N/A
   (APD)1 Year Chart         APD Air Products & Chemicals Inc - $238.12 $2,988,000 10,912 % 75,000 634 0    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc - $80.86 $2,835,000 34,413 % 346,000 2,650 0    N/A
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... - $65.31 $2,818,000 48,894 % 404,000 3,535 0    N/A
   (DVN)1 Year Chart         DVN Devon Energy Corp - $53.08 $2,799,000 61,786 % 90,000 4,994 0    N/A
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... - $0.00 $2,790,000 29,302 % 189,000 -67 0    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf - $0.00 $2,655,000 51,060 % 177,000 937 0    N/A
   (UAUG)1 Year Chart         UAUG Innovator S&p 500 Ultra Buf... New $0.00 $2,525,000 82,140 % 2,525,000 82,140 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co - $737.20 $2,428,000 4,165 % 173,000 -33 0    N/A
   (DAPR)1 Year Chart         DAPR Ft Cboe Vest Us Equity Deep... - $0.00 $2,317,000 71,594 % 107,000 -1,311 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc - $432.62 $2,310,000 6,527 % 389,000 128 0    N/A
   (UAPR)1 Year Chart         UAPR Innovator S&p 500 Ultra Buf... - $0.00 $2,293,000 83,565 % 91,000 -1,903 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $180.96 $2,139,000 14,081 % 452,000 809 0    N/A
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... - $300.86 $2,006,000 8,225 % 392,000 271 0    N/A
   (TJX)1 Year Chart         TJX TJX Companies Inc - $94.87 $2,000,000 21,325 % 237,000 1,484 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc - $275.74 $1,971,000 7,490 % 568,000 572 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc - $166.15 $1,968,000 14,088 % 230,000 805 0    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div - $120.65 $1,946,000 16,605 % 15,000 -1,339 0    N/A
   (ALL)1 Year Chart         ALL Allstate Corp - $169.58 $1,893,000 13,525 % 358,000 -250 0    N/A
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV - $247.13 $1,889,000 8,223 % 384,000 694 0    N/A
   (V)1 Year Chart         V Visa Inc - $271.84 $1,848,000 7,097 % 351,000 587 0    N/A
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc - $130.78 $1,808,000 14,076 % 225,000 -309 0    N/A
   (HAL)1 Year Chart         HAL Halliburton Co - $38.88 $1,791,000 49,541 % -81,000 3,311 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... - $177.20 $1,782,000 10,459 % 173,000 102 0    N/A
   (SPGI)1 Year Chart         SPGI S&P Global Inc - $415.31 $1,770,000 4,018 % 432,000 357 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $489.03 $1,746,000 3,316 % 183,000 216 0    N/A
   (OEF)1 Year Chart         OEF iShares S&P 100 Index - $242.09 $1,728,000 7,735 % 174,000 -12 0    N/A
   (FANG)1 Year Chart         FANG Diamondback Energy, Inc. New $205.86 $1,678,000 10,818 % 1,678,000 10,818 0    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... - $0.00 $1,675,000 11,382 % 939,000 5,800 0    N/A
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc - $235.48 $1,662,000 7,185 % 394,000 739 0    N/A
   (FISV)1 Year Chart         FISV Fiserv Inc - $154.32 $1,619,000 12,188 % 391,000 1,318 0    N/A
   (STE)1 Year Chart         STE Steris Corp - $205.42 $1,608,000 7,312 % 156,000 696 0    N/A
   (DJUN)1 Year Chart         DJUN Ft Cboe Vest Us Equity Deep... - $0.00 $1,607,000 42,297 % 94,000 -532 0    N/A
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR - $53.88 $1,599,000 18,844 % 268,000 1,290 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc New $160.20 $1,593,000 10,808 % 1,593,000 10,808 0    N/A
   (LHX)1 Year Chart         LHX L3harris Technologies Inc - $217.06 $1,567,000 7,442 % 419,000 846 0    N/A
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... - $41.07 $1,562,000 38,513 % 173,000 1,359 0    N/A
   (HON)1 Year Chart         HON Honeywell International Inc - $193.77 $1,550,000 7,389 % 191,000 31 0    N/A
   (NOC)1 Year Chart         NOC Northrop Grumman Corp - $486.22 $1,525,000 3,258 % 102,000 25 0    N/A
   (BA)1 Year Chart         BA Boeing Co - $173.49 $1,523,000 5,842 % 401,000 -11 0    N/A
   (UJUL)1 Year Chart         UJUL Innovator S&p 500 Ultra Buf... - $0.00 $1,453,000 47,969 % 80,000 -668 0.053    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... - $0.00 $1,438,000 18,427 % 95,000 -124 0    N/A
   (EW)1 Year Chart         EW Edwards Lifesciences Corp - $29.45 $1,435,000 18,817 % 308,000 2,555 0    N/A
   (WM)1 Year Chart         WM Waste Management Inc - $212.15 $1,422,000 7,942 % 226,000 98 0    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc - $276.38 $1,377,000 4,782 % 108,000 60 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp - $166.33 $1,365,000 9,148 % -176,000 8 0    N/A
   (DRI)1 Year Chart         DRI Darden Restaurants Inc - $155.49 $1,331,000 8,099 % 336,000 1,155 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co - $161.66 $1,294,000 8,833 % 29,000 158 0    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc - $176.14 $1,290,000 7,595 % 31,000 164 0    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp - $273.55 $1,286,000 4,337 % 159,000 60 0    N/A
   (EL)1 Year Chart         EL Estee Lauder Companies Inc - $147.36 $1,232,000 8,422 % 218,000 1,406 0    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc - $230.94 $1,227,000 5,513 % 150,000 329 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc - $473.07 $1,199,000 2,009 % 201,000 52 0    N/A
   (SYK)1 Year Chart         SYK Stryker Corp - $338.87 $1,191,000 3,976 % 104,000 -1 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc - $169.20 $1,150,000 7,954 % 293,000 240 0    N/A
   (ADI)1 Year Chart         ADI Analog Devices Inc - $203.90 $1,122,000 5,651 % 157,000 139 0    N/A
   (ABT)1 Year Chart         ABT Abbott Laboratories - $107.27 $1,121,000 10,187 % 167,000 336 0    N/A
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) - $75.48 $1,057,000 15,695 % 20,000 389 0    N/A
   (LIN)1 Year Chart         LIN Linde Plc - $445.07 $1,057,000 2,573 % 109,000 26 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $512.59 $1,029,000 2,155 % 104,000 0 0    N/A
   (EMR)1 Year Chart         EMR Emerson Electric Co - $109.76 $1,027,000 10,555 % 28,000 210 0    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... New $0.00 $960,000 19,984 % 960,000 19,984 0    N/A
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... - $109.25 $957,000 9,384 % 16,000 -131 0    N/A
   (MS)1 Year Chart         MS Morgan Stanley - $92.11 $943,000 10,108 % 143,000 310 0    N/A
   (KO)1 Year Chart         KO Coca-Cola Co - $62.04 $898,000 15,241 % 67,000 392 0    N/A
   (BBT)1 Year Chart         BBT Truist Financial Corp - $35.64 $887,000 24,013 % 238,000 1,329 0.002    Domestic Regional Banks
   (COF)1 Year Chart         COF Capital One Financial Corp - $145.50 $871,000 6,642 % 227,000 7 0    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co - $44.64 $868,000 16,922 % 25,000 2,402 0    N/A
   (WTFC)1 Year Chart         WTFC Wintrust Financial Corp - $98.23 $854,000 9,210 % 221,000 828 0    N/A
   (CCI)1 Year Chart         CCI Crown Castle International ... - $95.32 $827,000 7,182 % 151,000 -158 0    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc - $148.55 $821,000 5,222 % 43,000 229 0    N/A
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... - $54.50 $801,000 15,496 % 103,000 300 0    N/A
   (DUK)1 Year Chart         DUK Duke Energy Corp - $98.73 $791,000 8,155 % 199,000 1,450 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $510.06 $770,000 1,620 % 67,000 -24 0    N/A
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... - $20.40 $768,000 37,523 % -43,000 -2,783 0    N/A
   (NKE)1 Year Chart         NKE Nike Inc B - $94.06 $750,000 6,908 % 117,000 284 0    N/A
   (BSCQ)1 Year Chart         BSCQ Invesco Bulletshares 2026 C... - $19.11 $735,000 38,105 % -27,000 -2,445 0    N/A
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... - $21.00 $725,000 34,700 % -38,000 -2,233 0    N/A
   (TGT)1 Year Chart         TGT Target Corp - $163.73 $682,000 4,791 % 45,000 -971 0    N/A
   (ROBO)1 Year Chart         ROBO Robo Stox Global Robotics A... - $55.19 $677,000 11,823 % 76,000 -110 0    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... - $73.94 $667,000 9,490 % 207,000 2,238 0    N/A

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