0001606587-22-001079.txt : 20220511 0001606587-22-001079.hdr.sgml : 20220511 20220511084438 ACCESSION NUMBER: 0001606587-22-001079 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220511 DATE AS OF CHANGE: 20220511 EFFECTIVENESS DATE: 20220511 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: 22912193 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 13F-HR LIVE false true false 0001915714 XXXXXXXX 03-31-2022 03-31-2022 false Comprehensive Financial Consultants Institutional, Inc.

674 S. College Ave. Bloomington IN 47403

13F HOLDINGS REPORT 028-22365 N Eric Giesler 317-773-8075 Eric Giesler Bloomington IN 05-09-2022 0 154 143727 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COMPANY COM 88579Y101 226 1513 SH SOLE NONE 0 0 1513 ABBOTT LABS COM 002824100 907 8075 SH SOLE NONE 0 0 8075 ADOBE SYSTEMS INCORPORATED COM 00724F101 511 1307 SH SOLE NONE 0 0 1307 ADVANCE AUTO PARTS INCORPORATED COM 00751Y106 213 1048 SH SOLE NONE 0 0 1048 AIR PRODUCTS & CHEMICALS INCORPORATED COM 009158106 1820 7717 SH SOLE NONE 0 0 7717 ALLSTATE CORPORATION COM 020002101 1183 9059 SH SOLE NONE 0 0 9059 ALPHABET INCORPORATED CAP STK CLASS A CAP STK CL A 02079K305 1120 484 SH SOLE NONE 0 0 484 ALTRIA GROUP INCORPORATED COM 02209S103 361 6373 SH SOLE NONE 0 0 6373 AMAZON COM INCORPORATED COM 023135106 1001 436 SH SOLE NONE 0 0 436 AMGEN INCORPORATED COM 031162100 914 3863 SH SOLE NONE 0 0 3863 ANALOG DEVICES INCORPORATED COM 032654105 751 4813 SH SOLE NONE 0 0 4813 ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 046353108 913 14185 SH SOLE NONE 0 0 14185 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW CL B NEW 084670702 373 1171 SH SOLE NONE 0 0 1171 BEST BUY INCORPORATED COM 086516101 1793 19612 SH SOLE NONE 0 0 19612 BLOOMIN BRANDS INCORPORATED COM 094235108 274 12425 SH SOLE NONE 0 0 12425 BOEING COMPANY COM 097023105 878 5897 SH SOLE NONE 0 0 5897 BRISTOL-MYERS SQUIBB COMPANY COM 110122108 967 12617 SH SOLE NONE 0 0 12617 BROADCOM INCORPORATED COM 11135F101 2510 4327 SH SOLE NONE 0 0 4327 CADENCE BANK COM 12740C103 208 8144 SH SOLE NONE 0 0 8144 CAPITAL ONE FINL CORPORATION COM 14040H105 639 5031 SH SOLE NONE 0 0 5031 CATERPILLAR INCORPORATED COM 149123101 321 1495 SH SOLE NONE 0 0 1495 CBOE VEST S&P 500 DIVID ARISTOCRATS TAR FT CBOE VEST S&P 33739Q705 578 10888 SH SOLE NONE 0 0 10888 CHEVRON CORPORATION NEW COM 166764100 2304 13497 SH SOLE NONE 0 0 13497 CHUBB LIMITED COM H1467J104 2612 12490 SH SOLE NONE 0 0 12490 CISCO SYSTEMS INCORPORATED COM 17275R102 2081 42192 SH SOLE NONE 0 0 42192 CLOROX COMPANY DEL COM 189054109 212 1375 SH SOLE NONE 0 0 1375 CME GROUP INCORPORATED COM 12572Q105 1962 9327 SH SOLE NONE 0 0 9327 COCA COLA COMPANY COM 191216100 895 13824 SH SOLE NONE 0 0 13824 COMCAST CORPORATION NEW CLASS A CL A 20030N101 1594 39855 SH SOLE NONE 0 0 39855 COMERICA INCORPORATED COM 200340107 700 8599 SH SOLE NONE 0 0 8599 CONOCOPHILLIPS COM 20825C104 226 2102 SH SOLE NONE 0 0 2102 CONSOLIDATED EDISON INCORPORATED COM 209115104 389 4136 SH SOLE NONE 0 0 4136 CUSHMAN WAKEFIELD PLC SHS SHS G2717B108 218 11949 SH SOLE NONE 0 0 11949 DARDEN RESTAURANTS INCORPORATED COM 237194105 365 2804 SH SOLE NONE 0 0 2804 DARLING INGREDIENTS INCORPORATED COM 237266101 282 3712 SH SOLE NONE 0 0 3712 DEERE & COMPANY COM 244199105 225 596 SH SOLE NONE 0 0 596 DEVON ENERGY CORPORATION NEW COM 25179M103 1832 26285 SH SOLE NONE 0 0 26285 DIAMONDBACK ENERGY INCORPORATED COM 25278X109 312 2184 SH SOLE NONE 0 0 2184 DTE ENERGY COMPANY COM 233331107 400 3082 SH SOLE NONE 0 0 3082 DUKE ENERGY CORPORATION NEW COM NEW COM NEW 26441C204 616 5534 SH SOLE NONE 0 0 5534 EATON CORPORATION PLC SHS SHS G29183103 2130 14461 SH SOLE NONE 0 0 14461 EDWARDS LIFESCIENCES CORPORATION COM 28176E108 1031 10260 SH SOLE NONE 0 0 10260 EMERSON ELEC COMPANY COM 291011104 770 8750 SH SOLE NONE 0 0 8750 ENCOMPASS HEALTH CORPORATION COM 29261A100 257 3909 SH SOLE NONE 0 0 3909 ENGAGESMART INCORPORATED COMMON STOCK COMMON STOCK 29283F103 231 11117 SH SOLE NONE 0 0 11117 EXXON MOBIL CORPORATION COM 30231G102 305 3328 SH SOLE NONE 0 0 3328 FIRST TRUST FINANCIALS ALPHADEX FUND FINLS ALPHADEX 33734X135 236 5556 SH SOLE NONE 0 0 5556 FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS RISNG DIVD ACHIV 33738R506 877 19044 SH SOLE NONE 0 0 19044 FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND NASD TECH DIV 33738R118 284 5189 SH SOLE NONE 0 0 5189 FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF TCW OPPORTUNIS 33740F805 866 18458 SH SOLE NONE 0 0 18458 FIRST TRUST VALUE LINE DIVIDEND INDEX FUND SHS 33734H106 1792 44130 SH SOLE NONE 0 0 44130 FORWARD AIR CORPORATION COM 349853101 216 2171 SH SOLE NONE 0 0 2171 FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER FT CBOE DEEP BFR 33740U406 657 21250 SH SOLE NONE 0 0 21250 FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JANUARY CBOE VEST US EQT 33740F631 523 16690 SH SOLE NONE 0 0 16690 FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER CBOE EQT DEP NOV 33740F839 2373 71586 SH SOLE NONE 0 0 71586 FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER FT CBOE VEST US 33740F680 755 24107 SH SOLE NONE 0 0 24107 HALLIBURTON COMPANY COM 406216101 1648 44133 SH SOLE NONE 0 0 44133 HOME DEPOT INCORPORATED COM 437076102 2203 7486 SH SOLE NONE 0 0 7486 HONEYWELL INTERNATIONAL INCORPORATED COM 438516106 1153 5898 SH SOLE NONE 0 0 5898 INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY GRWT100 PWR BF 45782C466 384 10236 SH SOLE NONE 0 0 10236 INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER US EQTY ULTRA B 45782C532 378 13192 SH SOLE NONE 0 0 13192 INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY US EQT ULTRA BFR 45782C425 469 17403 SH SOLE NONE 0 0 17403 INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY US EQT ULTRA BF 45782C300 1547 51953 SH SOLE NONE 0 0 51953 INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER US EQTY ULTRA B 45782C821 467 17082 SH SOLE NONE 0 0 17082 INTEL CORPORATION COM 458140100 307 6925 SH SOLE NONE 0 0 6925 INTERCONTINENTAL EXCHANGE INCORPORATED COM 45866F104 900 9015 SH SOLE NONE 0 0 9015 INTERNATIONAL BUSINESS MACHINES COM 459200101 201 1459 SH SOLE NONE 0 0 1459 INVESCO AEROSPACE & DEFENSE ETF AEROSPACE DEFN 46137V100 335 4602 SH SOLE NONE 0 0 4602 INVESCO BULLETSHARES 2022 CORPORATE BOND ETF BULSHS 2022 CB 46138J882 616 29019 SH SOLE NONE 0 0 29019 INVESCO BULLETSHARES 2023 CORPORATE BOND ETF BULSHS 2023 CB 46138J866 618 29451 SH SOLE NONE 0 0 29451 INVESCO BULLETSHARES 2024 CORPORATE BOND ETF BULSHS 2024 CB 46138J841 671 32155 SH SOLE NONE 0 0 32155 INVESCO BULLETSHARES 2025 CORPORATE BOND ETF BULSHS 2025 CB 46138J825 710 34537 SH SOLE NONE 0 0 34537 INVESCO BULLETSHARES 2026 CORPORATE BOND ETF BULSHS 2026 CB 46138J791 621 31979 SH SOLE NONE 0 0 31979 INVESCO BULLETSHARES 2027 CORPORATE BOND ETF BULSHS 2027 CB 46138J783 406 20819 SH SOLE NONE 0 0 20819 INVESCO BULLETSHARES 2028 CORPORATE BOND ETF INVSCO BLSH 28 46138J643 264 13084 SH SOLE NONE 0 0 13084 INVESCO QQQ UNIT SER 1 46090E103 2952 9547 SH SOLE NONE 0 0 9547 INVESCO S&P GLOBAL WATER INDEX ETF S&P GBL WATER 46138E263 545 11646 SH SOLE NONE 0 0 11646 IQVIA HLDGS INCORPORATED COM 46266C105 999 4672 SH SOLE NONE 0 0 4672 ISHARES TR CORE DIV GRWTH CORE DIV GRWTH 46434V621 933 18357 SH SOLE NONE 0 0 18357 ISHARES TR CORE HIGH DV ETF CORE HIGH DV ETF 46429B663 1150 10825 SH SOLE NONE 0 0 10825 ISHARES TR CORE S&P500 ETF CORE S&P500 ETF 464287200 897 2171 SH SOLE NONE 0 0 2171 ISHARES TR CORE US AGGBD ET CORE US AGGBD ET 464287226 594 5850 SH SOLE NONE 0 0 5850 ISHARES TR IBONDS DEC2026 IBONDS DEC2026 46435GAA0 259 10792 SH SOLE NONE 0 0 10792 ISHARES TR IBONDS DEC24 ETF IBONDS DEC24 ETF 46434VBG4 200 8042 SH SOLE NONE 0 0 8042 ISHARES TR IBONDS DEC25 ETF IBONDS DEC25 ETF 46434VBD1 256 10335 SH SOLE NONE 0 0 10335 ISHARES TR INTL SEL DIV ETF INTL SEL DIV ETF 464288448 463 15451 SH SOLE NONE 0 0 15451 ISHARES TR ISHARES BIOTECH ISHARES BIOTECH 464287556 497 4391 SH SOLE NONE 0 0 4391 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1818 24986 SH SOLE NONE 0 0 24986 ISHARES TR MSCI USA QLT FCT MSCI USA QLT FCT 46432F339 2445 19989 SH SOLE NONE 0 0 19989 ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 316 1731 SH SOLE NONE 0 0 1731 ISHARES TR S&P 100 ETF S&P 100 ETF 464287101 1809 9633 SH SOLE NONE 0 0 9633 ISHARES TR SELECT DIVID ETF SELECT DIVID ETF 464287168 2777 21951 SH SOLE NONE 0 0 21951 JANUS HENDERSON SHORT DURATION INCOME ETF HENDRSN SHRT ETF 47103U886 678 13879 SH SOLE NONE 0 0 13879 JOHNSON & JOHNSON COM 478160104 2779 15754 SH SOLE NONE 0 0 15754 JPMORGAN CHASE & COMPANY COM 46625H100 2882 23297 SH SOLE NONE 0 0 23297 KEYSIGHT TECHNOLOGIES INCORPORATED COM 49338L103 955 6879 SH SOLE NONE 0 0 6879 KIMBERLY-CLARK CORPORATION COM 494368103 575 4178 SH SOLE NONE 0 0 4178 LAUDER ESTEE COMPANIES INCORPORATED CLASS A CL A 518439104 1070 4453 SH SOLE NONE 0 0 4453 LILLY ELI & COMPANY COM 532457108 1115 3757 SH SOLE NONE 0 0 3757 LINDE PLC SHS SHS G5494J103 703 2279 SH SOLE NONE 0 0 2279 LOCKHEED MARTIN CORPORATION COM 539830109 638 1419 SH SOLE NONE 0 0 1419 LOWES COMPANIES INCORPORATED COM 548661107 812 4224 SH SOLE NONE 0 0 4224 MARATHON PETE CORPORATION COM 56585A102 2993 31206 SH SOLE NONE 0 0 31206 MCDONALDS CORPORATION COM 580135101 981 3913 SH SOLE NONE 0 0 3913 MEDTRONIC PLC SHS SHS G5960L103 1881 18184 SH SOLE NONE 0 0 18184 MERCK & COMPANY INCORPORATED COM 58933Y105 2622 29668 SH SOLE NONE 0 0 29668 MICROSOFT CORPORATION COM 594918104 2947 10726 SH SOLE NONE 0 0 10726 MORGAN STANLEY COM NEW COM NEW 617446448 676 8029 SH SOLE NONE 0 0 8029 MOTOROLA SOLUTIONS INCORPORATED COM NEW COM NEW 620076307 1857 8992 SH SOLE NONE 0 0 8992 NIKE INCORPORATED CLASS B CL B 654106103 573 5002 SH SOLE NONE 0 0 5002 NORTHROP GRUMMAN CORPORATION COM 666807102 1438 3067 SH SOLE NONE 0 0 3067 NXP SEMICONDUCTORS N V COM N6596X109 1029 5794 SH SOLE NONE 0 0 5794 ORACLE CORPORATION COM 68389X105 254 3506 SH SOLE NONE 0 0 3506 PEPSICO INCORPORATED COM 713448108 1144 6712 SH SOLE NONE 0 0 6712 PFIZER INCORPORATED COM 717081103 294 6004 SH SOLE NONE 0 0 6004 PIONEER NAT RES COMPANY COM 723787107 1749 6475 SH SOLE NONE 0 0 6475 PROCTER AND GAMBLE COMPANY COM 742718109 1186 7603 SH SOLE NONE 0 0 7603 QUALCOMM INCORPORATED COM 747525103 805 5723 SH SOLE NONE 0 0 5723 RAYTHEON TECHNOLOGIES CORPORATION COM 75513E101 503 5281 SH SOLE NONE 0 0 5281 ROBO-STOX GLOBAL ROBOTICS AND AUTOMATION INDEX ETF ROBO GLB ETF 301505707 603 12388 SH SOLE NONE 0 0 12388 ROPER TECHNOLOGIES INCORPORATED COM 776696106 1037 2360 SH SOLE NONE 0 0 2360 S&P GLOBAL INCORPORATED COM 78409V104 905 2618 SH SOLE NONE 0 0 2618 SALESFORCE INCORPORATED COM 79466L302 828 4881 SH SOLE NONE 0 0 4881 SIGNATURE BK NEW YORK N Y COM 82669G104 515 2193 SH SOLE NONE 0 0 2193 SPDR CONSUMER STAPLES SELECT SECTOR FUND SBI CONS STPLS 81369Y308 373 4860 SH SOLE NONE 0 0 4860 SPDR ENERGY SELECT SECTOR FUND ENERGY 81369Y506 608 7331 SH SOLE NONE 0 0 7331 SPDR FINANCIAL SELECT SECTOR FUND FINANCIAL 81369Y605 250 7201 SH SOLE NONE 0 0 7201 SPDR HEALTH CARE SELECT SBI HEALTHCARE 81369Y209 351 2706 SH SOLE NONE 0 0 2706 SPDR INDUSTRIAL SELECT SECTOR FUND SBI INT-INDS 81369Y704 452 4732 SH SOLE NONE 0 0 4732 SPDR S&P 500 ETF TR UNIT 78462F103 708 1720 SH SOLE NONE 0 0 1720 SPDR S&P 600 SMALL CAP VALUE ETF S&P 600 SMCP VAL 78464A300 288 3696 SH SOLE NONE 0 0 3696 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 297 2373 SH SOLE NONE 0 0 2373 STRYKER CORPORATION COM 863667101 955 3976 SH SOLE NONE 0 0 3976 SWITCH INCORPORATED CLASS A CL A 87105L104 281 9208 SH SOLE NONE 0 0 9208 SYNCHRONY FINANCIAL COM 87165B103 1004 26385 SH SOLE NONE 0 0 26385 TARGET CORPORATION COM 87612E106 753 3345 SH SOLE NONE 0 0 3345 TD SYNNEX CORPORATION COM 87162W100 229 2265 SH SOLE NONE 0 0 2265 TJX COMPANIES INCORPORATED NEW COM 872540109 989 16376 SH SOLE NONE 0 0 16376 TRANE TECHNOLOGIES PLC SHS SHS G8994E103 855 6373 SH SOLE NONE 0 0 6373 TRUIST FINL CORPORATION COM 89832Q109 676 13783 SH SOLE NONE 0 0 13783 UNION PAC CORPORATION COM 907818108 1980 8623 SH SOLE NONE 0 0 8623 UNITED PARCEL SERVICE INCORPORATED CLASS B CL B 911312106 709 3940 SH SOLE NONE 0 0 3940 UNITEDHEALTH GROUP INCORPORATED COM 91324P102 1287 2576 SH SOLE NONE 0 0 2576 VANECK AGRIBUSINESS ETF AGRIBUSINESS ETF 92189F700 302 3117 SH SOLE NONE 0 0 3117 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 1648 10774 SH SOLE NONE 0 0 10774 VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504 277 1166 SH SOLE NONE 0 0 1166 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW S&P 500 ETF SHS 922908363 310 820 SH SOLE NONE 0 0 820 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 422 2051 SH SOLE NONE 0 0 2051 VERIZON COMMUNICATIONS INCORPORATED COM 92343V104 1996 41351 SH SOLE NONE 0 0 41351 VISA INCORPORATED COM CLASS A COM CL A 92826C839 1041 5134 SH SOLE NONE 0 0 5134 WALMART INCORPORATED COM 931142103 2132 14254 SH SOLE NONE 0 0 14254 WASTE MGMT INCORPORATED DEL COM 94106L109 1181 7301 SH SOLE NONE 0 0 7301 WESCO INTERNATIONAL INCORPORATED COM 95082P105 295 2103 SH SOLE NONE 0 0 2103 WINTRUST FINL CORPORATION COM 97650W108 254 2941 SH SOLE NONE 0 0 2941