Chief Compliance Officer

0001172661-23-003798.txt : 20231113 0001172661-23-003798.hdr.sgml : 20231113 20231113155649 ACCESSION NUMBER: 0001172661-23-003798 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Comprehensive Financial Consultants Institutional, Inc. CENTRAL INDEX KEY: 0001915714 IRS NUMBER: 200154976 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22365 FILM NUMBER: 231398322 BUSINESS ADDRESS: STREET 1: 674 S. COLLEGE AVE. CITY: BLOOMINGTON STATE: IN ZIP: 47403 BUSINESS PHONE: 812-334-6187 MAIL ADDRESS: STREET 1: 674 S. COLLEGE AVE. CITY: BLOOMINGTON STATE: IN ZIP: 47403 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001915714 XXXXXXXX 09-30-2023 09-30-2023 false Comprehensive Financial Consultants Institutional, Inc.

674 S. College Ave. Bloomington IN 47403

13F HOLDINGS REPORT 028-22365 000128257 801-62834 N Daniel Hays Chief Compliance Officer 812-334-3190 /s/ Daniel Hays Bloomington IN 11-13-2023 0 153 190301536 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 954077 9851 SH SOLE 0 0 9851 ADOBE INC COM 00724F101 997874 1957 SH SOLE 0 0 1957 AIR PRODS & CHEMS INC COM 009158106 2912785 10278 SH SOLE 0 0 10278 ALLSTATE CORP COM 020002101 1534673 13775 SH SOLE 0 0 13775 ALPHABET INC CAP STK CL A 02079K305 1738213 13283 SH SOLE 0 0 13283 ALTRIA GROUP INC COM 02209S103 278119 6614 SH SOLE 0 0 6614 AMAZON COM INC COM 023135106 1687137 13272 SH SOLE 0 0 13272 AMGEN INC COM 031162100 1269085 4722 SH SOLE 0 0 4722 ANALOG DEVICES INC COM 032654105 965096 5512 SH SOLE 0 0 5512 APPLE INC COM 037833100 4716368 27547 SH SOLE 0 0 27547 ASTRAZENECA PLC SPONSORED ADR 046353108 1036522 15306 SH SOLE 0 0 15306 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 230848 659 SH SOLE 0 0 659 BEST BUY INC COM 086516101 2477439 35662 SH SOLE 0 0 35662 BOEING CO COM 097023105 1121903 5853 SH SOLE 0 0 5853 BOSTON SCIENTIFIC CORP COM 101137107 219120 4150 SH SOLE 0 0 4150 BRISTOL-MYERS SQUIBB CO COM 110122108 842741 14520 SH SOLE 0 0 14520 BROADCOM INC COM 11135F101 2162830 2604 SH SOLE 0 0 2604 CAPITAL ONE FINL CORP COM 14040H105 643927 6635 SH SOLE 0 0 6635 CATERPILLAR INC COM 149123101 414414 1518 SH SOLE 0 0 1518 CHEVRON CORP NEW COM 166764100 1541282 9140 SH SOLE 0 0 9140 CHUBB LIMITED COM H1467J104 3021941 14516 SH SOLE 0 0 14516 CISCO SYS INC COM 17275R102 3250383 60461 SH SOLE 0 0 60461 CLEAN HARBORS INC COM 184496107 256396 1532 SH SOLE 0 0 1532 CME GROUP INC COM 12572Q105 2902189 14495 SH SOLE 0 0 14495 COCA COLA CO COM 191216100 831272 14849 SH SOLE 0 0 14849 COMCAST CORP NEW CL A 20030N101 2956148 66670 SH SOLE 0 0 66670 COMERICA INC COM 200340107 305891 7362 SH SOLE 0 0 7362 CONOCOPHILLIPS COM 20825C104 238522 1991 SH SOLE 0 0 1991 CONSOLIDATED EDISON INC COM 209115104 352555 4122 SH SOLE 0 0 4122 COPA HOLDINGS SA CL A P31076105 200787 2253 SH SOLE 0 0 2253 CROWN CASTLE INC COM 22822V101 675500 7340 SH SOLE 0 0 7340 CUMMINS INC COM 231021106 225033 985 SH SOLE 0 0 985 DARDEN RESTAURANTS INC COM 237194105 994520 6944 SH SOLE 0 0 6944 DEERE & CO COM 244199105 218880 580 SH SOLE 0 0 580 DEVON ENERGY CORP NEW COM 25179M103 2708978 56792 SH SOLE 0 0 56792 DTE ENERGY CO COM 233331107 305981 3082 SH SOLE 0 0 3082 DUKE ENERGY CORP NEW COM NEW 26441C204 591783 6705 SH SOLE 0 0 6705 EATON CORP PLC SHS G29183103 3695076 17325 SH SOLE 0 0 17325 EDWARDS LIFESCIENCES CORP COM 28176E108 1126631 16262 SH SOLE 0 0 16262 ELI LILLY & CO COM 532457108 2254872 4198 SH SOLE 0 0 4198 EMERSON ELEC CO COM 291011104 999017 10345 SH SOLE 0 0 10345 ENCOMPASS HEALTH CORP COM 29261A100 214711 3197 SH SOLE 0 0 3197 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 600946 11933 SH SOLE 0 0 11933 EXXON MOBIL CORP COM 30231G102 395657 3365 SH SOLE 0 0 3365 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 698256 15196 SH SOLE 0 0 15196 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 590444 11962 SH SOLE 0 0 11962 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 234737 4185 SH SOLE 0 0 4185 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 293716 13940 SH SOLE 0 0 13940 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 2662461 36160 SH SOLE 0 0 36160 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F714 1512720 42829 SH SOLE 0 0 42829 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F698 2745387 80818 SH SOLE 0 0 80818 FIRST TR EXCHNG TRADED FD VI CBOE VEST US DEP 33740U802 2210480 72905 SH SOLE 0 0 72905 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 622919 14812 SH SOLE 0 0 14812 FIRST TR MORNINGSTAR DIVID L SHS 336917109 339383 10149 SH SOLE 0 0 10149 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1389188 37154 SH SOLE 0 0 37154 FISERV INC COM 337738108 1227875 10870 SH SOLE 0 0 10870 HALLIBURTON CO COM 406216101 1872315 46230 SH SOLE 0 0 46230 HOME DEPOT INC COM 437076102 3361832 11126 SH SOLE 0 0 11126 HONEYWELL INTL INC COM 438516106 1359317 7358 SH SOLE 0 0 7358 INNOVATOR ETFS TR GRWT100 PWR BF 45782C466 223786 5515 SH SOLE 0 0 5515 INNOVATOR ETFS TR US EQT ULTRA BF 45782C730 1936343 68422 SH SOLE 0 0 68422 INNOVATOR ETFS TR US EQT ULTRA BF 45782C805 2201980 85468 SH SOLE 0 0 85468 INNOVATOR ETFS TR US EQT ULTRA BF 45782C839 1373023 48637 SH SOLE 0 0 48637 INTEL CORP COM 458140100 242548 6822 SH SOLE 0 0 6822 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1582638 14385 SH SOLE 0 0 14385 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 537446 11553 SH SOLE 0 0 11553 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 763405 36933 SH SOLE 0 0 36933 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 626311 33430 SH SOLE 0 0 33430 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 313500 16189 SH SOLE 0 0 16189 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 761744 40550 SH SOLE 0 0 40550 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 606562 28571 SH SOLE 0 0 28571 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 810554 40306 SH SOLE 0 0 40306 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 384796 4822 SH SOLE 0 0 4822 INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324 243486 6359 SH SOLE 0 0 6359 INVESCO QQQ TR UNIT SER 1 46090E103 2763337 7713 SH SOLE 0 0 7713 IQVIA HLDGS INC COM 46266C105 1268251 6446 SH SOLE 0 0 6446 IRIDIUM COMMUNICATIONS INC COM 46269C102 210528 4628 SH SOLE 0 0 4628 ISHARES TR MSCI USA QLT FCT 46432F339 735652 5582 SH SOLE 0 0 5582 ISHARES TR CORE US AGGBD ET 464287226 473679 5037 SH SOLE 0 0 5037 ISHARES TR ISHARES BIOTECH 464287556 512762 4193 SH SOLE 0 0 4193 ISHARES TR INTL SEL DIV ETF 464288448 354203 13945 SH SOLE 0 0 13945 ISHARES TR S&P 100 ETF 464287101 1554358 7747 SH SOLE 0 0 7747 ISHARES TR CORE S&P500 ETF 464287200 925422 2155 SH SOLE 0 0 2155 ISHARES TR IBONDS DEC25 ETF 46434VBD1 236486 9704 PRN SOLE 0 0 9704 ISHARES TR CORE HIGH DV ETF 46429B663 940938 9515 SH SOLE 0 0 9515 ISHARES TR INVT GRD CORP BD 46436E288 237944 7549 SH SOLE 0 0 7549 ISHARES TR SELECT DIVID ETF 464287168 1931492 17944 SH SOLE 0 0 17944 ISHARES TR IBONDS DEC2026 46435GAA0 208895 8952 PRN SOLE 0 0 8952 ISHARES TR MSCI USA MIN VOL 46429B697 1342721 18551 SH SOLE 0 0 18551 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 487519 10163 SH SOLE 0 0 10163 JOHNSON & JOHNSON COM 478160104 3217639 20659 SH SOLE 0 0 20659 JOHNSON CTLS INTL PLC SHS G51502105 2413552 45359 SH SOLE 0 0 45359 JPMORGAN CHASE & CO COM 46625H100 4485469 30930 SH SOLE 0 0 30930 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1249139 9441 SH SOLE 0 0 9441 KIMBERLY-CLARK CORP COM 494368103 583826 4831 SH SOLE 0 0 4831 L3HARRIS TECHNOLOGIES INC COM 502431109 1148496 6596 SH SOLE 0 0 6596 LAUDER ESTEE COS INC CL A 518439104 1014163 7016 SH SOLE 0 0 7016 LINDE PLC SHS G54950103 948375 2547 SH SOLE 0 0 2547 LOCKHEED MARTIN CORP COM 539830109 559866 1369 SH SOLE 0 0 1369 LOWES COS INC COM 548661107 1077443 5184 SH SOLE 0 0 5184 MARATHON PETE CORP COM 56585A102 4328173 28599 SH SOLE 0 0 28599 MCDONALDS CORP COM 580135101 1126733 4277 SH SOLE 0 0 4277 MEDTRONIC PLC SHS G5960L103 2488949 31763 SH SOLE 0 0 31763 MERCK & CO INC COM 58933Y105 3391585 32944 SH SOLE 0 0 32944 META PLATFORMS INC CL A 30303M102 1921044 6399 SH SOLE 0 0 6399 MICROSOFT CORP COM 594918104 4340931 13748 SH SOLE 0 0 13748 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 211780 5097 SH SOLE 0 0 5097 MONDELEZ INTL INC CL A 609207105 205493 2961 SH SOLE 0 0 2961 MORGAN STANLEY COM NEW 617446448 800203 9798 SH SOLE 0 0 9798 MOTOROLA SOLUTIONS INC COM NEW 620076307 3003352 11032 SH SOLE 0 0 11032 NIKE INC CL B 654106103 633387 6624 SH SOLE 0 0 6624 NORTHROP GRUMMAN CORP COM 666807102 1423134 3233 SH SOLE 0 0 3233 NXP SEMICONDUCTORS N V COM N6596X109 1505198 7529 SH SOLE 0 0 7529 ORACLE CORP COM 68389X105 376440 3554 SH SOLE 0 0 3554 PACER FDS TR US CASH COWS 100 69374H881 2477580 50123 SH SOLE 0 0 50123 PEPSICO INC COM 713448108 1259109 7431 SH SOLE 0 0 7431 PGIM ETF TR PGIM ULTRA SH BD 69344A107 392852 7938 SH SOLE 0 0 7938 PIONEER NAT RES CO COM 723787107 1641971 7153 SH SOLE 0 0 7153 PROCTER AND GAMBLE CO COM 742718109 1265336 8675 SH SOLE 0 0 8675 PROSHARES TR S&P 500 DV ARIST 74348A467 2600625 29369 SH SOLE 0 0 29369 QUALCOMM INC COM 747525103 856717 7714 SH SOLE 0 0 7714 RTX CORPORATION COM 75513E101 327320 4548 SH SOLE 0 0 4548 S&P GLOBAL INC COM 78409V104 1337766 3661 SH SOLE 0 0 3661 SALESFORCE INC COM 79466L302 1402832 6918 SH SOLE 0 0 6918 SELECT SECTOR SPDR TR ENERGY 81369Y506 573615 6346 SH SOLE 0 0 6346 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 350945 2726 SH SOLE 0 0 2726 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 354578 5153 SH SOLE 0 0 5153 SPDR S&P 500 ETF TR TR UNIT 78462F103 702777 1644 SH SOLE 0 0 1644 SPDR SER TR S&P 600 SMCP VAL 78464A300 263427 3640 SH SOLE 0 0 3640 STERIS PLC SHS USD G8473T100 1451683 6616 SH SOLE 0 0 6616 STRYKER CORPORATION COM 863667101 1086795 3977 SH SOLE 0 0 3977 TARGET CORP COM 87612E106 637104 5762 SH SOLE 0 0 5762 TJX COS INC NEW COM 872540109 1763468 19841 SH SOLE 0 0 19841 TRANE TECHNOLOGIES PLC SHS G8994E103 1613946 7954 SH SOLE 0 0 7954 TRUIST FINL CORP COM 89832Q109 648989 22684 SH SOLE 0 0 22684 UNION PAC CORP COM 907818108 2695858 13239 SH SOLE 0 0 13239 UNITED PARCEL SERVICE INC CL B 911312106 778259 4993 SH SOLE 0 0 4993 UNITEDHEALTH GROUP INC COM 91324P102 1562989 3100 SH SOLE 0 0 3100 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 1331295 17554 SH SOLE 0 0 17554 VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 216582 2752 SH SOLE 0 0 2752 VANGUARD INDEX FDS TOTAL STK MKT 922908769 307570 1448 SH SOLE 0 0 1448 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1609271 10357 SH SOLE 0 0 10357 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 377806 1607 SH SOLE 0 0 1607 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 368586 3504 SH SOLE 0 0 3504 VERIZON COMMUNICATIONS INC COM 92343V104 2551801 78735 SH SOLE 0 0 78735 VISA INC COM CL A 92826C839 1497365 6510 SH SOLE 0 0 6510 WALMART INC COM 931142103 3134628 19600 SH SOLE 0 0 19600 WASTE MGMT INC DEL COM 94106L109 1195739 7844 SH SOLE 0 0 7844 WELLTOWER INC COM 95040Q104 325140 3969 SH SOLE 0 0 3969 WESCO INTL INC COM 95082P105 221770 1542 SH SOLE 0 0 1542 WINTRUST FINL CORP COM 97650W108 632841 8382 SH SOLE 0 0 8382 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 588341 11692 SH SOLE 0 0 11692 WISDOMTREE TR US QTLY DIV GRT 97717X669 460429 7252 SH SOLE 0 0 7252