13F Filings History of Comprehensive Financial Consultants Institutional, Inc.

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$331,050,899
Signature - Title
Daniel Hays - Chief Compliance Officer
Location
Bloomington, IN
Summary
This page shows a list of all the recent 13F filings made by Comprehensive Financial Consultants Institutional, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Comprehensive Financial Consultants Institutional, Inc. reported 189 stock holdings with total value $331,050,899 as of Q4 2025. Top holdings included QQQ, JPM, AAPL, MSFT, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 189 $331,050,899 +$17,142,494 -$11,551,870 +$5,590,624 QQQ, JPM, AAPL, MSFT, AVGO 13F-HR 29 Jan 2026, 16:56
Q3 2025 185 $322,785,974 +$18,955,824 -$15,295,820 +$3,660,004 JPM, QQQ, AAPL, MSFT, AVGO 13F-HR 16 Oct 2025, 15:38
Q2 2025 182 $304,747,993 +$22,336,246 -$16,325,267 +$6,010,979 JPM, QQQ, MSFT, AVGO, AAPL 13F-HR 22 Jul 2025, 11:44
Q1 2025 175 $281,287,068 +$22,325,248 -$11,833,270 +$10,491,978 JPM, AAPL, QQQ, MSFT, HD 13F-HR 15 May 2025, 09:50
Q4 2024 166 $274,808,536 +$21,409,211 -$16,987,979 +$4,421,232 JPM, AAPL, AVGO, MSFT, HD 13F-HR 24 Jan 2025, 09:36
Q3 2024 166 $274,152,244 +$18,164,472 -$9,965,405 +$8,199,067 JPM, AAPL, MSFT, HD, ETN 13F-HR 31 Oct 2024, 13:22
Q2 2024 158 $255,422,366 +$20,521,459 -$5,079,487 +$15,441,972 JPM, MSFT, AAPL, ETN, AVGO 13F-HR 17 Jul 2024, 16:53
Q1 2024 158 $240,989,755 +$28,938,865 -$18,505,887 +$10,432,978 JPM, MSFT, MPC, ETN, AAPL 13F-HR 02 May 2024, 14:27
Q4 2023 153 $215,064,755 +$17,311,253 -$9,686,918 +$7,624,335 JPM, MSFT, AAPL, ETN, HD 13F-HR 24 Jan 2024, 08:38
Q3 2023 153 $190,301,536 +$16,137,076 -$8,375,550 +$7,761,526 AAPL, JPM, MSFT, MPC, ETN 13F-HR 13 Nov 2023, 15:56
Q2 2023 162 $189,324,334 +$12,735,154 -$9,912,074 +$2,823,080 AAPL, MSFT, JPM, ETN, MPC 13F-HR 24 Jul 2023, 16:52
Q1 2023 163 $176,708,647 +$19,495,791 -$4,800,030 +$14,695,761 AAPL, MSFT, MPC, JPM, MRK 13F-HR 19 Apr 2023, 10:56
Q4 2022 154 $163,948,846 +$10,038,333 -$12,576,907 -$2,538,574 JPM, MPC, AAPL, MRK, MSFT 13F-HR 30 Jan 2023, 11:29
Q3 2022 153 $149,793,000 +$18,445,086 -$4,072,197 +$14,372,889 AAPL, MPC, FTCS, JPM, MRK 13F-HR 14 Nov 2022, 08:56
Q2 2022 150 $140,680,000 +$12,528,302 -$6,385,951 +$6,142,351 AAPL, NOBL, JNJ, MRK, MSFT 13F-HR 09 Aug 2022, 09:34
Q1 2022 154 $140,120,000 +$16,172,025 -$24,253,869 -$8,081,844 MPC, QQQ, MSFT, JPM, JNJ 13F-HR 11 May 2022, 08:44
Q4 2021 479 $144,483,000 $0 $0 $0 AAPL, FTCS, QQQ, JPM, NOBL 13F-HR 10 Mar 2022, 11:30