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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Comprehensive Financial Consultants Institutional, Inc.

Quarter ended Q1 2024 · Filed May 2, 2024 · Accession 0001172661-24-001988

Total Value
$241.0M
Positions
158
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (158)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & COVYLD31,736$6.4M2.64%
2MICROSOFT CORPMSFT14,402$6.1M2.51%
3MARATHON PETE CORPMARA26,874$5.4M2.25%
4EATON CORP PLCETN16,449$5.1M2.13%
5APPLE INCAAPL28,384$4.9M2.02%
6HOME DEPOT INCHD12,251$4.7M1.95%
7MERCK & CO INCMRK34,165$4.5M1.87%
8FIRST TR EXCHNG TRADED FD VI33740U737129,753$4.5M1.85%
9MOTOROLA SOLUTIONS INCMSI11,363$4.0M1.67%
10CHUBB LIMITEDCB14,975$3.9M1.61%
11WALMART INCWMT61,188$3.7M1.53%
12BROADCOM INCAVGO2,723$3.6M1.50%
13JOHNSON & JOHNSONJNJ22,711$3.6M1.49%
14INNOVATOR ETFS TRUSTINHD97,374$3.6M1.49%
15UNION PAC CORPUNP14,383$3.5M1.47%
16VERIZON COMMUNICATIONS INCVZ84,213$3.5M1.47%
17INVESCO QQQ TRIVZ7,747$3.4M1.43%
18JOHNSON CTLS INTL PLCG5150210552,256$3.4M1.42%
19CME GROUP INCCME15,674$3.4M1.40%
20CISCO SYS INCCSCO67,298$3.4M1.39%
21BEST BUY INCBBY40,334$3.3M1.37%
22DEVON ENERGY CORP NEW25179M10365,598$3.3M1.37%
23ELI LILLY & COLLY4,133$3.2M1.33%
24COMCAST CORP NEWCCZ73,951$3.2M1.33%
25MEDTRONIC PLCMDT36,372$3.2M1.32%
26META PLATFORMS INCMETA6,416$3.1M1.29%
27PROSHARES TR74348A46729,451$3.0M1.24%
28PACER FDS TR69374H88150,788$3.0M1.22%
29AIR PRODS & CHEMS INCAIIR12,025$2.9M1.21%
30AMAZON COM INCAMZN14,879$2.7M1.11%
31TRANE TECHNOLOGIES PLCTT8,160$2.4M1.02%
32FIRST TR EXCHNG TRADED FD VI33740F77160,801$2.4M0.99%
33ADVANCED MICRO DEVICES INCAMD12,877$2.3M0.96%
34ALPHABET INCGOOG15,356$2.3M0.96%
35ALLSTATE CORPALL-PJ13,326$2.3M0.96%
36SALESFORCE INCCRM7,537$2.3M0.94%
37DIAMONDBACK ENERGY INCFANG11,361$2.3M0.93%
38TJX COS INC NEW87254010922,010$2.2M0.93%
39INNOVATOR ETFS TRUSTINHD81,375$2.2M0.93%
40NXP SEMICONDUCTORS N VNXPI8,516$2.1M0.88%
41VISA INCV7,557$2.1M0.88%
42FISERV INCFISV12,835$2.1M0.85%
43HALLIBURTON COHAL51,852$2.0M0.85%
44INTERCONTINENTAL EXCHANGE IN45866F10414,676$2.0M0.84%
45FIRST TR MORNINGSTAR DIVID L33691710951,624$2.0M0.82%
46ISHARES TR4642871018,000$2.0M0.82%
47EDWARDS LIFESCIENCES CORPEW20,436$2.0M0.81%
48IQVIA HLDGS INCIQV7,625$1.9M0.80%
49VANGUARD SPECIALIZED FUNDS92190884410,287$1.9M0.78%
50ISHARES TR46432F33911,114$1.8M0.76%
51S&P GLOBAL INCSPGI4,199$1.8M0.74%
52UNITEDHEALTH GROUP INCUNH3,536$1.7M0.73%
53STERIS PLCSTE7,685$1.7M0.72%
54L3HARRIS TECHNOLOGIES INCLHX7,881$1.7M0.70%
55WASTE MGMT INC DEL94106L1097,859$1.7M0.70%
56VANECK ETF TRUST92189F64318,588$1.7M0.69%
57CHEVRON CORP NEWCVX9,949$1.6M0.65%
58NORTHROP GRUMMAN CORPNOC3,258$1.6M0.65%
59HONEYWELL INTL INC4385161067,439$1.5M0.63%
60PROCTER AND GAMBLE CO7427181099,383$1.5M0.63%
61FIRST TR VALUE LINE DIVID IN33734H10635,928$1.5M0.63%
62ISHARES TR46429B69717,931$1.5M0.62%
63DARDEN RESTAURANTS INCDRI8,828$1.5M0.61%
64FIRST TR EXCHANGE-TRADED FD33733E10417,103$1.5M0.61%
65LOWES COS INC5486611075,721$1.5M0.60%
66STRYKER CORPORATIONSYK4,037$1.4M0.60%
67LAUDER ESTEE COS INC5184391049,285$1.4M0.59%
68PEPSICO INCPEP7,934$1.4M0.58%
69AMGEN INCAMGN4,729$1.3M0.56%
70QUALCOMM INCQCOM7,815$1.3M0.55%
71MCDONALDS CORPMCD4,484$1.3M0.52%
72ABBOTT LABSABLZF10,517$1.2M0.50%
73EMERSON ELEC COEMR10,392$1.2M0.49%
74LINDE PLCLIN2,484$1.2M0.48%
75BOEING COBA-PA5,933$1.1M0.48%
76ISHARES TR4642872002,155$1.1M0.47%
77ANALOG DEVICES INCADI5,663$1.1M0.46%
78ASTRAZENECA PLCAZN16,457$1.1M0.46%
79ADOBE INCADBE2,124$1.1M0.44%
80PACER FDS TR69374H85721,040$1.0M0.43%
81ISHARES TR46429B6639,384$1.0M0.43%
82WINTRUST FINL CORP97650W1089,698$1.0M0.42%
83MORGAN STANLEYMS-PQ10,495$988,2090.41%
84BRISTOL-MYERS SQUIBB COCELG-RI18,202$987,0940.41%
85COCA COLA COKO15,696$960,2850.40%
86CAPITAL ONE FINL CORP14040H1056,427$956,9160.40%
87TRUIST FINL CORP89832Q10924,207$943,5890.39%
88SPDR S&P 500 ETF TRSPY1,702$890,2650.37%
89UNITED PARCEL SERVICE INCUPS5,869$872,3090.36%
90VANGUARD SCOTTSDALE FDS92206C87010,787$868,4610.36%
91VANGUARD INDEX FDS9229087693,315$861,5690.36%
92FIRST TR EXCHANGE-TRADED FD33738R50615,053$845,5270.35%
93WISDOMTREE TRWT10,978$836,4140.35%
94INVESCO EXCH TRD SLF IDX FDIVZ43,361$832,9650.35%
95TARGET CORPTGT4,690$831,1150.34%
96CROWN CASTLE INCCCI7,645$809,0700.34%
97DUKE ENERGY CORP NEWDUKB8,320$804,6270.33%
98INVESCO EXCH TRD SLF IDX FDIVZ38,600$788,5980.33%
99DEXCOM INCDXCM5,626$780,3260.32%
100NIKE INCNKE8,101$761,3320.32%
101INVESCO EXCH TRD SLF IDX FDIVZ34,937$732,6290.30%
102INVESCO EXCH TRD SLF IDX FDIVZ36,610$706,2070.29%
103EXCHANGE TRADED CONCEPTS TRU30150570712,023$705,0290.29%
104KIMBERLY-CLARK CORPKMB5,093$658,7800.27%
105FIRST TR EXCHNG TRADED FD VI33740F80515,098$658,2730.27%
106INNOVATOR ETFS TRUSTINHD22,071$645,7970.27%
107LOCKHEED MARTIN CORPLMT1,370$623,1720.26%
108FIRST TR EXCHANGE-TRADED FD33739Q70511,502$617,7720.26%
109CATERPILLAR INCCAT1,646$603,1440.25%
110SPDR SER TR78464A3007,204$597,7160.25%
111INVESCO EXCH TRADED FD TR IIIVZ10,474$581,6210.24%
112WISDOMTREE TRWT11,565$581,6040.24%
113ISHARES TR4642875564,193$575,3630.24%
114SELECT SECTOR SPDR TR81369Y2093,784$559,0100.23%
115SPDR SER TR78464A2016,311$550,5090.23%
116MICROSTRATEGY INCSTRK305$519,8910.22%
117SELECT SECTOR SPDR TR81369Y5065,350$505,0940.21%
118ISHARES TR4642872265,053$494,8910.21%
119PACER FDS TR69374H70914,021$486,5290.20%
120ORACLE CORPORCL-PD3,740$469,7810.19%
121INVESCO EXCHANGE TRADED FD TIVZ4,432$450,1580.19%
122RTX CORPORATIONRTX4,596$448,2480.19%
123JANUS DETROIT STR TR47103U8869,224$447,3640.19%
124EXXON MOBIL CORPXOM3,595$417,8830.17%
125INVESCO EXCH TRD SLF IDX FDIVZ19,673$394,8370.16%
126SELECT SECTOR SPDR TR81369Y3085,127$391,4980.16%
127FIRST TR EXCHANGE-TRADED FD33738D87915,952$390,5050.16%
128ISHARES TR46428844813,777$386,3070.16%
129CONSOLIDATED EDISON INCED4,122$374,3190.16%
130WELLTOWER INCWELL3,962$370,2090.15%
131PGIM ETF TR69344A1077,053$350,5340.15%
132DTE ENERGY CODTK3,082$345,6150.14%
133INNOVATOR ETFS TRUSTINHD7,928$345,5020.14%
134INTEL CORPINTC7,151$315,8630.13%
135CUMMINS INCCMI1,041$306,7310.13%
136VANGUARD WORLD FD92204A8842,331$305,8740.13%
137FIRST TR EXCHANGE-TRADED FD33738R1184,185$291,5690.12%
138COMERICA INC2003401075,167$284,1330.12%
139ALTRIA GROUP INCMO6,331$276,1580.11%
140CONOCOPHILLIPSCOP2,098$267,0330.11%
141INNOVATOR ETFS TRUSTINHD7,890$251,4540.10%
142ISHARES TR46434VBD19,704$240,7560.10%
143DEERE & CODE584$239,8720.10%
144ABBVIE INCABBV1,287$234,3630.10%
145NVIDIA CORPORATIONNVDA259$234,0220.10%
146ISHARES SILVER TRSLV10,100$229,7750.10%
147ALPS ETF TR00162Q2051,937$228,5470.09%
148LANCASTER COLONY CORPMZTI1,098$227,9780.09%
149CONSTELLATION ENERGY CORPCEG1,220$225,5170.09%
150INTERNATIONAL BUSINESS MACHSINTR1,161$221,7050.09%
151SELECT SECTOR SPDR TR81369Y8031,046$217,8500.09%
152JACKSON FINANCIAL INCJXN-PA3,234$213,8970.09%
153ISHARES TR46435GAA08,952$213,5050.09%
154ISHARES TR46436E2887,252$212,4840.09%
155CLOROX CO DELCLX1,375$210,5260.09%
156INVESCO EXCHANGE TRADED FD TIVZ4,385$209,2080.09%
157MONDELEZ INTL INC6092071052,973$208,1100.09%
158VANECK ETF TRUST92189F7002,752$206,7580.09%