Chief Compliance Officer

0001172661-23-002603.txt : 20230724 0001172661-23-002603.hdr.sgml : 20230724 20230724165242 ACCESSION NUMBER: 0001172661-23-002603 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230724 EFFECTIVENESS DATE: 20230724 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: 231105590 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 06-30-2023 06-30-2023 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 07-24-2023 0 162 189324334 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1043296 9750 SH SOLE 0 0 9750 ADOBE SYSTEMS INCORPORATED COM 00724F101 958914 1837 SH SOLE 0 0 1837 AIR PRODS & CHEMS INC COM 009158106 2871292 9594 SH SOLE 0 0 9594 ALLSTATE CORP COM 020002101 1226565 11977 SH SOLE 0 0 11977 ALPHABET INC CAP STK CL A 02079K305 1500163 12035 SH SOLE 0 0 12035 ALTRIA GROUP INC COM 02209S103 300143 6614 SH SOLE 0 0 6614 AMAZON COM INC COM 023135106 1587761 11888 SH SOLE 0 0 11888 AMGEN INC COM 031162100 1091354 4790 SH SOLE 0 0 4790 ANALOG DEVICES INC COM 032654105 1101383 5609 SH SOLE 0 0 5609 APPLE INC COM 037833100 5153436 26565 SH SOLE 0 0 26565 ASTRAZENECA PLC SPONSORED ADR 046353108 1037733 15477 SH SOLE 0 0 15477 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 226861 659 SH SOLE 0 0 659 BEST BUY INC COM 086516101 2560654 31125 SH SOLE 0 0 31125 BOEING CO COM 097023105 1237745 5842 SH SOLE 0 0 5842 BOSTON SCIENTIFIC CORP COM 101137107 221015 4201 SH SOLE 0 0 4201 BRISTOL-MYERS SQUIBB CO COM 110122108 906845 14662 SH SOLE 0 0 14662 BROADCOM INC COM 11135F101 2061032 2264 SH SOLE 0 0 2264 CAPITAL ONE FINL CORP COM 14040H105 782327 6897 SH SOLE 0 0 6897 CATERPILLAR INC COM 149123101 386962 1503 SH SOLE 0 0 1503 CHEVRON CORP NEW COM 166764100 1430397 9322 SH SOLE 0 0 9322 CHUBB LIMITED COM H1467J104 2587737 13501 SH SOLE 0 0 13501 CISCO SYS INC COM 17275R102 2904503 57164 SH SOLE 0 0 57164 CLEAN HARBORS INC COM 184496107 259693 1553 SH SOLE 0 0 1553 CLOROX CO DEL COM 189054109 211076 1375 SH SOLE 0 0 1375 CME GROUP INC COM 12572Q105 2480683 13391 SH SOLE 0 0 13391 COCA COLA CO COM 191216100 912178 15000 SH SOLE 0 0 15000 COMCAST CORP NEW CL A 20030N101 2647250 62895 SH SOLE 0 0 62895 COMERICA INC COM 200340107 390103 8117 SH SOLE 0 0 8117 CONOCOPHILLIPS COM 20825C104 211603 1988 SH SOLE 0 0 1988 CONSOLIDATED EDISON INC COM 209115104 382249 4136 SH SOLE 0 0 4136 COPA HOLDINGS SA CL A P31076105 264166 2283 SH SOLE 0 0 2283 CROWN CASTLE INC COM 22822V101 683148 6211 SH SOLE 0 0 6211 CUBESMART COM 229663109 200770 4313 SH SOLE 0 0 4313 CUMMINS INC COM 231021106 250782 983 SH SOLE 0 0 983 DARDEN RESTAURANTS INC COM 237194105 850143 5023 SH SOLE 0 0 5023 DAVE & BUSTERS ENTMT INC COM 238337109 231931 5239 SH SOLE 0 0 5239 DEERE & CO COM 244199105 243948 580 SH SOLE 0 0 580 DEVON ENERGY CORP NEW COM 25179M103 2380643 48664 SH SOLE 0 0 48664 DTE ENERGY CO COM 233331107 341054 3082 SH SOLE 0 0 3082 DUKE ENERGY CORP NEW COM NEW 26441C204 618598 6740 SH SOLE 0 0 6740 EATON CORP PLC SHS G29183103 3525829 17119 SH SOLE 0 0 17119 EDWARDS LIFESCIENCES CORP COM 28176E108 1271899 13728 SH SOLE 0 0 13728 EMERSON ELEC CO COM 291011104 975023 10677 SH SOLE 0 0 10677 ENCOMPASS HEALTH CORP COM 29261A100 223355 3307 SH SOLE 0 0 3307 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 709417 11933 SH SOLE 0 0 11933 EXXON MOBIL CORP COM 30231G102 337393 3328 SH SOLE 0 0 3328 FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 33734X101 346158 6057 SH SOLE 0 0 6057 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 3107078 41137 SH SOLE 0 0 41137 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 605599 11392 SH SOLE 0 0 11392 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 247710 4185 SH SOLE 0 0 4185 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 251216 11190 SH SOLE 0 0 11190 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 739868 15315 SH SOLE 0 0 15315 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F631 474514 14410 SH SOLE 0 0 14410 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 613173 13832 SH SOLE 0 0 13832 FIRST TR EXCHNG TRADED FD VI CBOE VEST US DEP 33740U802 2415973 78111 SH SOLE 0 0 78111 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F714 1560260 42829 SH SOLE 0 0 42829 FIRST TR EXCHNG TRADED FD VI CBOE EQT DEP NOV 33740F839 2481642 67675 SH SOLE 0 0 67675 FIRST TR MORNINGSTAR DIVID L SHS 336917109 309264 9096 SH SOLE 0 0 9096 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1488896 37028 SH SOLE 0 0 37028 FISERV INC COM 337738108 1251559 9739 SH SOLE 0 0 9739 HALLIBURTON CO COM 406216101 1644326 44013 SH SOLE 0 0 44013 HOME DEPOT INC COM 437076102 3227502 10212 SH SOLE 0 0 10212 HONEYWELL INTL INC COM 438516106 1536295 7380 SH SOLE 0 0 7380 INNOVATOR ETFS TR US EQT ULTRA BF 45782C730 2002137 69481 SH SOLE 0 0 69481 INNOVATOR ETFS TR US EQT ULTRA BFR 45782C425 586752 20933 SH SOLE 0 0 20933 INNOVATOR ETFS TR US EQTY ULTRA B 45782C532 412653 13520 SH SOLE 0 0 13520 INNOVATOR ETFS TR US EQT ULTRA BF 45782C805 2415232 92079 SH SOLE 0 0 92079 INNOVATOR ETFS TR GRWT100 PWR BF 45782C466 222321 5515 SH SOLE 0 0 5515 INTEL CORP COM 458140100 234446 6821 SH SOLE 0 0 6821 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1518536 13019 SH SOLE 0 0 13019 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 613491 11773 SH SOLE 0 0 11773 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 330538 16656 SH SOLE 0 0 16656 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 794637 41801 SH SOLE 0 0 41801 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 642485 33594 SH SOLE 0 0 33594 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 843619 40873 SH SOLE 0 0 40873 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 863391 42721 SH SOLE 0 0 42721 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 643539 30327 SH SOLE 0 0 30327 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 409966 4822 SH SOLE 0 0 4822 INVESCO QQQ TR UNIT SER 1 46090E103 3052080 7977 SH SOLE 0 0 7977 IQVIA HLDGS INC COM 46266C105 1250298 5648 SH SOLE 0 0 5648 IRIDIUM COMMUNICATIONS INC COM 46269C102 278282 4628 SH SOLE 0 0 4628 ISHARES TR SELECT DIVID ETF 464287168 2108786 18427 SH SOLE 0 0 18427 ISHARES TR CORE HIGH DV ETF 46429B663 957489 9596 SH SOLE 0 0 9596 ISHARES TR ISHARES BIOTECH 464287556 541903 4193 SH SOLE 0 0 4193 ISHARES TR CORE US AGGBD ET 464287226 466032 4753 SH SOLE 0 0 4753 ISHARES TR INTL SEL DIV ETF 464288448 377631 13945 SH SOLE 0 0 13945 ISHARES TR IBONDS DEC25 ETF 46434VBD1 237069 9704 PRN SOLE 0 0 9704 ISHARES TR US CONSM STAPLES 464287812 257400 1289 SH SOLE 0 0 1289 ISHARES TR MSCI USA QLT FCT 46432F339 787956 5709 SH SOLE 0 0 5709 ISHARES TR S&P 100 ETF 464287101 2002928 9516 SH SOLE 0 0 9516 ISHARES TR IBONDS DEC2026 46435GAA0 228391 9694 PRN SOLE 0 0 9694 ISHARES TR CORE S&P500 ETF 464287200 998686 2203 SH SOLE 0 0 2203 ISHARES TR MSCI USA MIN VOL 46429B697 1379228 18543 SH SOLE 0 0 18543 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 485708 10157 SH SOLE 0 0 10157 JOHNSON & JOHNSON COM 478160104 3041577 19121 SH SOLE 0 0 19121 JOHNSON CTLS INTL PLC SHS G51502105 2832655 40834 SH SOLE 0 0 40834 JPMORGAN CHASE & CO COM 46625H100 4501703 29350 SH SOLE 0 0 29350 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1337023 7845 SH SOLE 0 0 7845 KIMBERLY-CLARK CORP COM 494368103 659784 4904 SH SOLE 0 0 4904 L3HARRIS TECHNOLOGIES INC COM 502431109 1014992 5127 SH SOLE 0 0 5127 LANCASTER COLONY CORP COM 513847103 205084 1098 SH SOLE 0 0 1098 LAUDER ESTEE COS INC CL A 518439104 929729 4826 SH SOLE 0 0 4826 LILLY ELI & CO COM 532457108 1886483 4219 SH SOLE 0 0 4219 LINDE PLC SHS G54950103 995014 2604 SH SOLE 0 0 2604 LOCKHEED MARTIN CORP COM 539830109 653728 1391 SH SOLE 0 0 1391 LOWES COS INC COM 548661107 1082630 4749 SH SOLE 0 0 4749 MARATHON PETE CORP COM 56585A102 3314373 28057 SH SOLE 0 0 28057 MCDONALDS CORP COM 580135101 1272133 4317 SH SOLE 0 0 4317 MEDTRONIC PLC SHS G5960L103 2383918 27493 SH SOLE 0 0 27493 MERCK & CO INC COM 58933Y105 3296318 31224 SH SOLE 0 0 31224 META PLATFORMS INC CL A 30303M102 1905964 6136 SH SOLE 0 0 6136 MICROSOFT CORP COM 594918104 4542892 13140 SH SOLE 0 0 13140 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 223954 5165 SH SOLE 0 0 5165 MONDELEZ INTL INC CL A 609207105 213014 2961 SH SOLE 0 0 2961 MORGAN STANLEY COM NEW 617446448 845649 9791 SH SOLE 0 0 9791 MOTOROLA SOLUTIONS INC COM NEW 620076307 3027124 10385 SH SOLE 0 0 10385 NIKE INC CL B 654106103 692700 6372 SH SOLE 0 0 6372 NORTHROP GRUMMAN CORP COM 666807102 1483548 3266 SH SOLE 0 0 3266 NXP SEMICONDUCTORS N V COM N6596X109 1549199 7054 SH SOLE 0 0 7054 ORACLE CORP COM 68389X105 416828 3506 SH SOLE 0 0 3506 PACER FDS TR US CASH COWS 100 69374H881 2316269 47562 SH SOLE 0 0 47562 PEPSICO INC COM 713448108 1396495 7523 SH SOLE 0 0 7523 PFIZER INC COM 717081103 220181 6140 SH SOLE 0 0 6140 PGIM ETF TR PGIM ULTRA SH BD 69344A107 359740 7294 SH SOLE 0 0 7294 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 293198 8654 SH SOLE 0 0 8654 PIONEER NAT RES CO COM 723787107 1380069 6667 SH SOLE 0 0 6667 PROCTER AND GAMBLE CO COM 742718109 1301726 8737 SH SOLE 0 0 8737 PROSHARES TR S&P 500 DV ARIST 74348A467 2682549 28285 SH SOLE 0 0 28285 QUALCOMM INC COM 747525103 909088 7367 SH SOLE 0 0 7367 RAYTHEON TECHNOLOGIES CORP COM 75513E101 436715 4534 SH SOLE 0 0 4534 S&P GLOBAL INC COM 78409V104 1370291 3283 SH SOLE 0 0 3283 SALESFORCE INC COM 79466L302 1425912 6254 SH SOLE 0 0 6254 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 379797 2897 SH SOLE 0 0 2897 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 379706 5127 SH SOLE 0 0 5127 SELECT SECTOR SPDR TR ENERGY 81369Y506 235578 2898 SH SOLE 0 0 2898 SOUTHERN CO COM 842587107 232647 3315 SH SOLE 0 0 3315 SPDR S&P 500 ETF TR TR UNIT 78462F103 798438 1771 SH SOLE 0 0 1771 SPDR SER TR S&P 600 SMCP VAL 78464A300 287742 3640 SH SOLE 0 0 3640 SPDR SER TR S&P DIVID ETF 78464A763 254327 2062 SH SOLE 0 0 2062 STERIS PLC SHS USD G8473T100 1366675 5985 SH SOLE 0 0 5985 STRYKER CORPORATION COM 863667101 1187612 3977 SH SOLE 0 0 3977 TARGET CORP COM 87612E106 743657 5720 SH SOLE 0 0 5720 TJX COS INC NEW COM 872540109 1600986 18813 SH SOLE 0 0 18813 TRANE TECHNOLOGIES PLC SHS G8994E103 1470695 7396 SH SOLE 0 0 7396 TRUIST FINL CORP COM 89832Q109 628952 18814 SH SOLE 0 0 18814 UNION PAC CORP COM 907818108 2555046 12175 SH SOLE 0 0 12175 UNITED PARCEL SERVICE INC CL B 911312106 893781 4891 SH SOLE 0 0 4891 UNITEDHEALTH GROUP INC COM 91324P102 1347678 2784 SH SOLE 0 0 2784 VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 230425 2752 SH SOLE 0 0 2752 VANGUARD INDEX FDS TOTAL STK MKT 922908769 270434 1203 SH SOLE 0 0 1203 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1682306 10295 SH SOLE 0 0 10295 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 389922 1607 SH SOLE 0 0 1607 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 383162 3504 SH SOLE 0 0 3504 VERIZON COMMUNICATIONS INC COM 92343V104 2000195 63579 SH SOLE 0 0 63579 VISA INC COM CL A 92826C839 1480531 6068 SH SOLE 0 0 6068 WALMART INC COM 931142103 2890585 18667 SH SOLE 0 0 18667 WASTE MGMT INC DEL COM 94106L109 1325304 7900 SH SOLE 0 0 7900 WELLTOWER INC COM 95040Q104 314662 3969 SH SOLE 0 0 3969 WESCO INTL INC COM 95082P105 273173 1586 SH SOLE 0 0 1586 WINTRUST FINL CORP COM 97650W108 427556 5514 SH SOLE 0 0 5514 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 648260 12847 SH SOLE 0 0 12847 WISDOMTREE TR US QTLY DIV GRT 97717X669 218558 3248 SH SOLE 0 0 3248