0001606587-22-002278.txt : 20221114 0001606587-22-002278.hdr.sgml : 20221114 20221114085615 ACCESSION NUMBER: 0001606587-22-002278 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221380790 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 09-30-2022 09-30-2022 false Comprehensive Financial Consultants Institutional, Inc.
674 S. College Ave. Bloomington IN 47403
13F HOLDINGS REPORT 028-22365 N
Eric Giesler Chief Compliance Officer 317-773-8075 Eric Giesler Bloomington IN 10-18-2022 0 153 151634 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 912 8812 SH SOLE None 0 0 8812 ADOBE SYSTEMS INCORPORATED COM 00724F101 434 1479 SH SOLE None 0 0 1479 AIR PRODUCTS CHEMICALS INCORPORATED COM 009158106 2037 8583 SH SOLE None 0 0 8583 ALLSTATE CORPORATION COM 020002101 1272 9535 SH SOLE None 0 0 9535 ALPHABET INCORPORATED CAP STK CLASS A CAP STK CL A 02079K305 1025 10256 SH SOLE None 0 0 10256 ALTRIA GROUP INCORPORATED COM 02209S103 293 6593 SH SOLE None 0 0 6593 AMAZON COM INCORPORATED COM 023135106 1098 9651 SH SOLE None 0 0 9651 AMGEN INCORPORATED COM 031162100 1076 4255 SH SOLE None 0 0 4255 ANALOG DEVICES INCORPORATED COM 032654105 735 5287 SH SOLE None 0 0 5287 APPLE INCORPORATED COM 037833100 3561 25008 SH SOLE None 0 0 25008 ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 046353108 862 15347 SH SOLE None 0 0 15347 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW CL B NEW 084670702 332 1201 SH SOLE None 0 0 1201 BEST BUY INCORPORATED COM 086516101 1511 23038 SH SOLE None 0 0 23038 BLOOMIN BRANDS INCORPORATED COM 094235108 233 11241 SH SOLE None 0 0 11241 BOEING COMPANY COM 097023105 795 5842 SH SOLE None 0 0 5842 BOOZ ALLEN HAMILTON HLDG CORPORATION CLASS A CL A 099502106 214 2221 SH SOLE None 0 0 2221 BRISTOLMYERS SQUIBB COMPANY COM 110122108 966 13545 SH SOLE None 0 0 13545 BROADCOM INCORPORATED COM 11135F101 2066 4746 SH SOLE None 0 0 4746 CADENCE BANK COM 12740C103 210 7389 SH SOLE None 0 0 7389 CAPITAL ONE FINL CORPORATION COM 14040H105 573 5887 SH SOLE None 0 0 5887 CATERPILLAR INCORPORATED COM 149123101 270 1496 SH SOLE None 0 0 1496 CBOE VEST SP 500 DIVID ARISTOCRATS TAR FT CBOE VEST S&P 33739Q705 504 10692 SH SOLE None 0 0 10692 CHEVRON CORPORATION NEW COM 166764100 1511 9367 SH SOLE None 0 0 9367 CHUBB LIMITED COM H1467J104 2566 13321 SH SOLE None 0 0 13321 CISCO SYSTEMS INCORPORATED COM 17275R102 1940 46980 SH SOLE None 0 0 46980 CME GROUP INCORPORATED COM 12572Q105 1815 10423 SH SOLE None 0 0 10423 COCA COLA COMPANY COM 191216100 820 14732 SH SOLE None 0 0 14732 COMCAST CORPORATION NEW CLASS A CL A 20030N101 1442 46799 SH SOLE None 0 0 46799 COMERICA INCORPORATED COM 200340107 628 8529 SH SOLE None 0 0 8529 CONOCOPHILLIPS COM 20825C104 248 2102 SH SOLE None 0 0 2102 CONSOLIDATED EDISON INCORPORATED COM 209115104 343 4136 SH SOLE None 0 0 4136 CROWN CASTLE INCORPORATED REIT COM 22822V101 653 4914 SH SOLE None 0 0 4914 CUMMINS INCORPORATED COM 231021106 216 985 SH SOLE None 0 0 985 CUSHMAN WAKEFIELD PLC SHS SHS G2717B108 128 10881 SH SOLE None 0 0 10881 DARDEN RESTAURANTS INCORPORATED COM 237194105 484 3670 SH SOLE None 0 0 3670 DARLING INGREDIENTS INCORPORATED COM 237266101 257 3345 SH SOLE None 0 0 3345 DEERE COMPANY COM 244199105 216 598 SH SOLE None 0 0 598 DEVON ENERGY CORPORATION NEW COM 25179M103 2657 38073 SH SOLE None 0 0 38073 DIAMONDBACK ENERGY INCORPORATED COM 25278X109 274 1970 SH SOLE None 0 0 1970 DTE ENERGY COMPANY COM 233331107 329 3082 SH SOLE None 0 0 3082 DUKE ENERGY CORPORATION NEW COM NEW COM NEW 26441C204 531 5963 SH SOLE None 0 0 5963 EATON CORPORATION PLC SHS SHS G29183103 2189 15844 SH SOLE None 0 0 15844 EDWARDS LIFESCIENCES CORPORATION COM 28176E108 921 10783 SH SOLE None 0 0 10783 EMERSON ELEC COMPANY COM 291011104 774 9673 SH SOLE None 0 0 9673 ENGAGESMART INCORPORATED COMMON STOCK COMMON STOCK 29283F103 203 10056 SH SOLE None 0 0 10056 EXXON MOBIL CORPORATION COM 30231G102 334 3328 SH SOLE None 0 0 3328 FIRST TRUST CAPITAL STRENGTH ETF CAP STRENGTH ETF 33733E104 3135 45489 SH SOLE None 0 0 45489 FIRST TRUST FINANCIALS ALPHADEX FUND FINLS ALPHADEX 33734X135 208 5362 SH SOLE None 0 0 5362 FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS RISNG DIVD ACHIV 33738R506 804 19874 SH SOLE None 0 0 19874 FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND NASD TECH DIV 33738R118 215 4906 SH SOLE None 0 0 4906 FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF TCW OPPORTUNIS 33740F805 728 17014 SH SOLE None 0 0 17014 FIRST TRUST VALUE LINE DIVIDEND INDEX FUND SHS 33734H106 1494 40820 SH SOLE None 0 0 40820 FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF APRIL CBOE VEST US DEP 33740U802 2583 89231 SH SOLE None 0 0 89231 FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF DECEMBER FT CBOE DEEP BFR 33740U406 699 23163 SH SOLE None 0 0 23163 FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF JANUARY CBOE VEST US EQT 33740F631 456 15162 SH SOLE None 0 0 15162 FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF NOVEMBER CBOE EQT DEP NOV 33740F839 2726 83161 SH SOLE None 0 0 83161 FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF SEPTEMBER FT CBOE VEST US 33740F680 914 30910 SH SOLE None 0 0 30910 HALLIBURTON COMPANY COM 406216101 1354 45161 SH SOLE None 0 0 45161 HOME DEPOT INCORPORATED COM 437076102 2363 8404 SH SOLE None 0 0 8404 HONEYWELL INTERNATIONAL INCORPORATED COM 438516106 1240 7008 SH SOLE None 0 0 7008 INNOVATOR GROWTH100 POWER BUFFER ETF JANUARY GRWT100 PWR BF 45782C466 354 10236 SH SOLE None 0 0 10236 INNOVATOR U.S. EQUITY ULTRA BUFFER ETF APRIL US EQT ULTRA BF 45782C805 2613 106866 SH SOLE None 0 0 106866 INNOVATOR U.S. EQUITY ULTRA BUFFER ETF DECEMBER US EQTY ULTRA B 45782C532 368 13192 SH SOLE None 0 0 13192 INNOVATOR U.S. EQUITY ULTRA BUFFER ETF FEBRUARY US EQT ULTRA BFR 45782C425 545 20933 SH SOLE None 0 0 20933 INNOVATOR U.S. EQUITY ULTRA BUFFER ETF JANUARY US EQT ULTRA BF 45782C300 1760 59909 SH SOLE None 0 0 59909 INNOVATOR U.S. EQUITY ULTRA BUFFER ETF OCTOBER US EQTY ULTRA B 45782C821 461 17464 SH SOLE None 0 0 17464 INTERCONTINENTAL EXCHANGE INCORPORATED COM 45866F104 885 9653 SH SOLE None 0 0 9653 INVESCO AEROSPACE DEFENSE ETF AEROSPACE DEFN 46137V100 313 4602 SH SOLE None 0 0 4602 INVESCO BULLETSHARES 2022 CORPORATE BOND ETF BULSHS 2022 CB 46138J882 570 26931 SH SOLE None 0 0 26931 INVESCO BULLETSHARES 2023 CORPORATE BOND ETF BULSHS 2023 CB 46138J866 700 33557 SH SOLE None 0 0 33557 INVESCO BULLETSHARES 2024 CORPORATE BOND ETF BULSHS 2024 CB 46138J841 823 40484 SH SOLE None 0 0 40484 INVESCO BULLETSHARES 2025 CORPORATE BOND ETF BULSHS 2025 CB 46138J825 782 39407 SH SOLE None 0 0 39407 INVESCO BULLETSHARES 2026 CORPORATE BOND ETF BULSHS 2026 CB 46138J791 734 39709 SH SOLE None 0 0 39709 INVESCO BULLETSHARES 2027 CORPORATE BOND ETF BULSHS 2027 CB 46138J783 514 27834 SH SOLE None 0 0 27834 INVESCO BULLETSHARES 2028 CORPORATE BOND ETF INVSCO BLSH 28 46138J643 288 15157 SH SOLE None 0 0 15157 INVESCO QQQ UNIT SER 1 46090E103 2340 8689 SH SOLE None 0 0 8689 INVESCO SP GLOBAL WATER INDEX ETF GLOBAL WATER 46138E651 487 11481 SH SOLE None 0 0 11481 IQVIA HLDGS INCORPORATED COM 46266C105 898 4957 SH SOLE None 0 0 4957 IRIDIUM COMMUNICATIONS INCORPORATED COM 46269C102 253 5193 SH SOLE None 0 0 5193 ISHARES TR CORE DIV GRWTH CORE DIV GRWTH 46434V621 773 16844 SH SOLE None 0 0 16844 ISHARES TR CORE HIGH DV ETF CORE HIGH DV ETF 46429B663 938 9758 SH SOLE None 0 0 9758 ISHARES TR CORE SP500 ETF CORE S&P500 ETF 464287200 760 2066 SH SOLE None 0 0 2066 ISHARES TR CORE US AGGBD ET CORE US AGGBD ET 464287226 549 5795 SH SOLE None 0 0 5795 ISHARES TR IBONDS DEC2026 IBONDS DEC2026 46435GAA0 221 9694 SH SOLE None 0 0 9694 ISHARES TR IBONDS DEC25 ETF IBONDS DEC25 ETF 46434VBD1 235 9836 SH SOLE None 0 0 9836 ISHARES TR INTL SEL DIV ETF INTL SEL DIV ETF 464288448 329 14245 SH SOLE None 0 0 14245 ISHARES TR ISHARES BIOTECH ISHARES BIOTECH 464287556 496 4054 SH SOLE None 0 0 4054 ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1504 22394 SH SOLE None 0 0 22394 ISHARES TR MSCI USA QLT FCT MSCI USA QLT FCT 46432F339 1883 17681 SH SOLE None 0 0 17681 ISHARES TR SP 100 ETF S&P 100 ETF 464287101 1596 9585 SH SOLE None 0 0 9585 ISHARES TR SELECT DIVID ETF SELECT DIVID ETF 464287168 2231 20137 SH SOLE None 0 0 20137 JANUS HENDERSON SHORT DURATION INCOME ETF HENDRSN SHRT ETF 47103U886 575 11884 SH SOLE None 0 0 11884 JOHNSON JOHNSON COM 478160104 2704 16233 SH SOLE None 0 0 16233 JPMORGAN CHASE COMPANY COM 46625H100 2993 25834 SH SOLE None 0 0 25834 KEYSIGHT TECHNOLOGIES INCORPORATED COM 49338L103 1123 7062 SH SOLE None 0 0 7062 KIMBERLYCLARK CORPORATION COM 494368103 521 4563 SH SOLE None 0 0 4563 L3HARRIS TECHNOLOGIES INCORPORATED COM 502431109 942 4215 SH SOLE None 0 0 4215 LAUDER ESTEE COMPANIES INCORPORATED CLASS A CL A 518439104 983 4616 SH SOLE None 0 0 4616 LILLY ELI COMPANY COM 532457108 1521 4572 SH SOLE None 0 0 4572 LINDE PLC SHS SHS G5494J103 703 2506 SH SOLE None 0 0 2506 LOCKHEED MARTIN CORPORATION COM 539830109 564 1421 SH SOLE None 0 0 1421 LOWES COMPANIES INCORPORATED COM 548661107 830 4278 SH SOLE None 0 0 4278 MARATHON PETE CORPORATION COM 56585A102 3353 31826 SH SOLE None 0 0 31826 MCDONALDS CORPORATION COM 580135101 1019 4137 SH SOLE None 0 0 4137 MEDTRONIC PLC SHS SHS G5960L103 1715 20724 SH SOLE None 0 0 20724 MERCK COMPANY INCORPORATED COM 58933Y105 2924 31069 SH SOLE None 0 0 31069 MICROSOFT CORPORATION COM 594918104 2834 11932 SH SOLE None 0 0 11932 MORGAN STANLEY COM NEW COM NEW 617446448 688 8928 SH SOLE None 0 0 8928 MOTOROLA SOLUTIONS INCORPORATED COM NEW COM NEW 620076307 2173 9848 SH SOLE None 0 0 9848 NIKE INCORPORATED CLASS B CL B 654106103 509 5663 SH SOLE None 0 0 5663 NORTHROP GRUMMAN CORPORATION COM 666807102 1511 3181 SH SOLE None 0 0 3181 NXP SEMICONDUCTORS N V COM N6596X109 856 6064 SH SOLE None 0 0 6064 ORACLE CORPORATION COM 68389X105 241 3603 SH SOLE None 0 0 3603 PEPSICO INCORPORATED COM 713448108 1230 7122 SH SOLE None 0 0 7122 PFIZER INCORPORATED COM 717081103 265 6086 SH SOLE None 0 0 6086 PHILLIPS EDISON CO INC COMMON STOCK REIT COMMON STOCK 71844V201 425 14759 SH SOLE None 0 0 14759 PIONEER NAT RES COMPANY COM 723787107 1589 6512 SH SOLE None 0 0 6512 PROCTER AND GAMBLE COMPANY COM 742718109 1030 8092 SH SOLE None 0 0 8092 PROSHARES SP 500 DIVIDEND ARISTOCRATS ETF S&P 500 DV ARIST 74348A467 2560 31001 SH SOLE None 0 0 31001 QUALCOMM INCORPORATED COM 747525103 717 6430 SH SOLE None 0 0 6430 RAYTHEON TECHNOLOGIES CORPORATION COM 75513E101 439 5204 SH SOLE None 0 0 5204 ROBOSTOX GLOBAL ROBOTICS AND AUTOMATION INDEX ETF ROBO GLB ETF 301505707 479 11473 SH SOLE None 0 0 11473 SP GLOBAL INCORPORATED COM 78409V104 838 2818 SH SOLE None 0 0 2818 SALESFORCE INCORPORATED COM 79466L302 780 5306 SH SOLE None 0 0 5306 SIGNATURE BK NEW YORK N Y COM 82669G104 364 2384 SH SOLE None 0 0 2384 SPDR CONSUMER STAPLES SELECT SECTOR FUND SBI CONS STPLS 81369Y308 331 4860 SH SOLE None 0 0 4860 SPDR ENERGY SELECT SECTOR FUND ENERGY 81369Y506 583 7174 SH SOLE None 0 0 7174 SPDR FINANCIAL SELECT SECTOR FUND FINANCIAL 81369Y605 222 6996 SH SOLE None 0 0 6996 SPDR HEALTH CARE SELECT SBI HEALTHCARE 81369Y209 340 2706 SH SOLE None 0 0 2706 SPDR SP 500 ETF TR UNIT 78462F103 633 1726 SH SOLE None 0 0 1726 SPDR SP 600 SMALL CAP VALUE ETF S&P 600 SMCP VAL 78464A300 228 3206 SH SOLE None 0 0 3206 SPDR SP DIVIDEND ETF S&P DIVID ETF 78464A763 256 2217 SH SOLE None 0 0 2217 STERIS PLC SHS USD SHS USD G8473T100 852 5011 SH SOLE None 0 0 5011 STRYKER CORPORATION COM 863667101 857 3976 SH SOLE None 0 0 3976 SWITCH INCORPORATED CLASS A CL A 87105L104 280 8276 SH SOLE None 0 0 8276 TARGET CORPORATION COM 87612E106 585 3920 SH SOLE None 0 0 3920 TJX COMPANIES INCORPORATED NEW COM 872540109 1154 17521 SH SOLE None 0 0 17521 TRANE TECHNOLOGIES PLC SHS SHS G8994E103 1014 6884 SH SOLE None 0 0 6884 TRUIST FINL CORPORATION COM 89832Q109 685 15427 SH SOLE None 0 0 15427 UNION PAC CORPORATION COM 907818108 1903 9584 SH SOLE None 0 0 9584 UNITED PARCEL SERVICE INCORPORATED CLASS B CL B 911312106 716 4347 SH SOLE None 0 0 4347 UNITEDHEALTH GROUP INCORPORATED COM 91324P102 1380 2645 SH SOLE None 0 0 2645 VANECK AGRIBUSINESS ETF AGRIBUSINESS ETF 92189F700 246 2962 SH SOLE None 0 0 2962 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 1425 10233 SH SOLE None 0 0 10233 VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504 262 1135 SH SOLE None 0 0 1135 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 367 1997 SH SOLE None 0 0 1997 VERIZON COMMUNICATIONS INCORPORATED COM 92343V104 1730 46551 SH SOLE None 0 0 46551 VISA INCORPORATED COM CLASS A COM CL A 92826C839 1012 5464 SH SOLE None 0 0 5464 WALMART INCORPORATED COM 931142103 2085 15872 SH SOLE None 0 0 15872 WASTE MGMT INCORPORATED DEL COM 94106L109 1187 7524 SH SOLE None 0 0 7524 WELLTOWER INCORPORATED REIT COM 95040Q104 238 3969 SH SOLE None 0 0 3969 WESCO INTERNATIONAL INCORPORATED COM 95082P105 239 1917 SH SOLE None 0 0 1917 WINTRUST FINL CORPORATION COM 97650W108 246 2685 SH SOLE None 0 0 2685