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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 Q4 2024 · Filed January 24, 2025 · Accession 0001172661-25-000343

Total Value
$274.8M
Positions
166
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (166)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO.VYLD32,287$7.7M2.82%
2APPLE INCAAPL28,823$7.2M2.63%
3BROADCOM INCAVGO27,881$6.5M2.35%
4MICROSOFT CORPMSFT14,695$6.2M2.25%
5HOME DEPOT INCHD13,879$5.4M1.96%
6EATON CORP PLCETN16,128$5.4M1.95%
7WALMART INCWMT58,243$5.3M1.91%
8MOTOROLA SOLUTIONS INCMSI11,165$5.2M1.88%
9JOHNSON CTLS INTL PLCG5150210558,812$4.6M1.69%
10CHUBB LIMITEDCB16,167$4.5M1.63%
11CME GROUP INCCME18,787$4.4M1.59%
12AIR PRODS & CHEMS INCAIIR14,627$4.2M1.54%
13FIRST TR EXCHNG TRADED FD VI33740U687120,010$4.2M1.53%
14INVESCO QQQ TRIVZ8,023$4.1M1.49%
15JOHNSON & JOHNSONJNJ28,267$4.1M1.49%
16BEST BUY INCBBY47,344$4.1M1.48%
17VERIZON COMMUNICATIONS INCVZ99,845$4.0M1.45%
18MERCK & CO INCMRK39,635$3.9M1.43%
19UNION PAC CORPUNP17,118$3.9M1.42%
20MARATHON PETE CORPMARA27,902$3.9M1.42%
21ANALOG DEVICES INCADI17,319$3.7M1.34%
22MEDTRONIC PLCMDT45,965$3.7M1.34%
23COMCAST CORP NEWCCZ95,870$3.6M1.31%
24ELI LILLY & COLLY4,651$3.6M1.31%
25INNOVATOR ETFS TRUSTINHD94,376$3.6M1.30%
26META PLATFORMS INCMETA5,905$3.5M1.26%
27AMAZON COM INCAMZN15,546$3.4M1.24%
28INNOVATOR ETFS TRUSTINHD109,781$3.3M1.19%
29PROSHARES TR74348A46730,708$3.1M1.11%
30PACER FDS TR69374H88151,776$2.9M1.06%
31TRANE TECHNOLOGIES PLCTT7,898$2.9M1.06%
32ALPHABET INCGOOG15,013$2.8M1.03%
33DARDEN RESTAURANTS INCDRI14,912$2.8M1.01%
34TJX COS INC NEW87254010922,427$2.7M0.99%
35FISERV INCFISV12,956$2.7M0.97%
36ALLSTATE CORPALL-PJ13,766$2.7M0.97%
37SALESFORCE INCCRM7,909$2.6M0.96%
38VISA INCV8,227$2.6M0.95%
39MORGAN STANLEYMS-PQ20,470$2.6M0.94%
40FIRST TR EXCHNG TRADED FD VI33740F68062,725$2.5M0.93%
41INNOVATOR ETFS TRUSTINHD75,998$2.4M0.87%
42S&P GLOBAL INCSPGI4,744$2.4M0.86%
43ISHARES TR4642871018,011$2.3M0.84%
44INTERCONTINENTAL EXCHANGE IN45866F10415,463$2.3M0.84%
45WISDOMTREE TRWT43,008$2.1M0.77%
46UNITEDHEALTH GROUP INCUNH4,133$2.1M0.76%
47DIAMONDBACK ENERGY INCFANG12,404$2.0M0.74%
48FIRST TR MORNINGSTAR DIVID L33691710949,439$2.0M0.72%
49NXP SEMICONDUCTORS N VNXPI9,399$2.0M0.71%
50L3HARRIS TECHNOLOGIES INCLHX9,271$1.9M0.71%
51STERIS PLCSTE9,456$1.9M0.71%
52VANGUARD SPECIALIZED FUNDS9219088449,922$1.9M0.71%
53EDWARDS LIFESCIENCES CORPEW24,628$1.8M0.66%
54IQVIA HLDGS INCIQV9,251$1.8M0.66%
55ADVANCED MICRO DEVICES INCAMD14,955$1.8M0.66%
56VANECK ETF TRUST92189F64319,292$1.8M0.65%
57DEVON ENERGY CORP NEW25179M10353,216$1.7M0.63%
58CISCO SYS INCCSCO28,807$1.7M0.62%
59HONEYWELL INTL INC4385161067,451$1.7M0.61%
60HALLIBURTON COHAL61,644$1.7M0.61%
61NORTHROP GRUMMAN CORPNOC3,450$1.6M0.59%
62MICROSTRATEGY INCSTRK5,586$1.6M0.59%
63STRYKER CORPORATIONSYK4,482$1.6M0.59%
64PROCTER AND GAMBLE CO7427181099,466$1.6M0.58%
65FIRST TR VALUE LINE DIVID IN33734H10635,739$1.6M0.57%
66INNOVATOR ETFS TRUSTINHD34,676$1.6M0.57%
67LOWES COS INC5486611076,288$1.6M0.56%
68WASTE MGMT INC DEL94106L1097,676$1.5M0.56%
69CHEVRON CORP NEWCVX10,327$1.5M0.54%
70FIRST TR EXCHANGE-TRADED FD33733E82347,539$1.5M0.54%
71ISHARES TR46429B69716,553$1.5M0.53%
72MCDONALDS CORPMCD4,870$1.4M0.51%
73ABBOTT LABSABLZF12,000$1.4M0.49%
74PACER FDS TR69374H85729,944$1.3M0.48%
75PEPSICO INCPEP8,479$1.3M0.47%
76EMERSON ELEC COEMR10,266$1.3M0.46%
77BRISTOL-MYERS SQUIBB COCELG-RI22,444$1.3M0.46%
78ISHARES TR4642872002,117$1.2M0.45%
79FIDELITY NATL INFORMATION SV31620M10615,141$1.2M0.45%
80AMGEN INCAMGN4,466$1.2M0.42%
81QUALCOMM INCQCOM7,282$1.1M0.41%
82ADOBE INCADBE2,514$1.1M0.41%
83LAUDER ESTEE COS INC51843910414,854$1.1M0.41%
84TRUIST FINL CORP89832Q10925,413$1.1M0.40%
85ASTRAZENECA PLCAZN16,630$1.1M0.40%
86COCA COLA COKO16,882$1.1M0.38%
87BOEING COBA-PA5,842$1.0M0.38%
88LINDE PLCLIN2,445$1.0M0.37%
89ISHARES TR46429B6638,906$999,7880.36%
90WISDOMTREE TRWT12,128$981,5190.36%
91SPDR SER TR78464A30011,245$981,1260.36%
92CAPITAL ONE FINL CORP14040H1055,388$960,7880.35%
93UNITED PARCEL SERVICE INCUPS7,478$942,9760.34%
94DUKE ENERGY CORP NEWDUKB8,718$939,2770.34%
95WISDOMTREE TRWT18,607$936,3040.34%
96SPDR SER TR78464A2019,984$902,0540.33%
97VANGUARD INDEX FDS9229087692,996$868,2710.32%
98INVESCO EXCH TRD SLF IDX FDIVZ43,225$839,8620.31%
99FIRST TR EXCHANGE-TRADED FD33738R50613,842$818,6160.30%
100DEXCOM INCDXCM10,383$807,4860.29%
101SPDR S&P 500 ETF TRSPY1,369$802,3440.29%
102FIRST TR EXCHNG TRADED FD VI33740F80518,274$785,2340.29%
103INVESCO EXCH TRD SLF IDX FDIVZ37,132$766,7760.28%
104KIMBERLY-CLARK CORPKMB5,637$738,6720.27%
105ORACLE CORPORCL-PD4,378$729,5500.27%
106INVESCO EXCH TRD SLF IDX FDIVZ37,258$725,7860.26%
107VANECK ETF TRUST92189H73020,281$699,0860.25%
108LOCKHEED MARTIN CORPLMT1,402$681,2880.25%
109TARGET CORPTGT4,921$665,2210.24%
110CROWN CASTLE INCCCI7,274$660,1880.24%
111NIKE INCNKE8,508$643,8000.23%
112SELECT SECTOR SPDR TR81369Y8032,487$578,2770.21%
113FIRST TR EXCHANGE-TRADED FD33739Q70511,307$567,7240.21%
114CATERPILLAR INCCAT1,510$547,7680.20%
115INNOVATOR ETFS TRUSTINHD20,701$545,6780.20%
116RTX CORPORATIONRTX4,484$518,8880.19%
117INVESCO EXCH TRADED FD TR IIIVZ9,309$504,5480.18%
118INVESCO EXCHANGE TRADED FD TIVZ4,375$501,9440.18%
119WELLTOWER INCWELL3,962$499,3310.18%
120FIRST TR EXCHNG TRADED FD VI33740F71411,389$492,9180.18%
121PACER FDS TR69374H70914,504$489,3650.18%
122SELECT SECTOR SPDR TR81369Y5065,576$477,6400.17%
123SELECT SECTOR SPDR TR81369Y2093,284$451,7800.16%
124EXXON MOBIL CORPXOM4,156$447,0610.16%
125EXCHANGE TRADED CONCEPTS TRU3015057077,914$445,2420.16%
126FIRST TR EXCHANGE TRADED FD33734X8466,703$425,3050.15%
127INVESCO EXCH TRD SLF IDX FDIVZ20,911$420,9380.15%
128FIRST TR EXCHNG TRADED FD VI33740U72917,028$406,7990.15%
129NVIDIA CORPORATIONNVDA2,934$394,0070.14%
130FIRST TR EXCHNG TRADED FD VI33740F6989,340$392,0970.14%
131FIRST TR EXCHANGE-TRADED FD33738D87915,952$386,6760.14%
132ISHARES TR4642875562,903$383,8060.14%
133FIRST TR EXCHNG TRADED FD VI33740F7309,407$383,2350.14%
134DTE ENERGY CODTK3,082$372,1520.14%
135ISHARES TR46428844813,527$370,3690.13%
136CONSOLIDATED EDISON INCED4,122$367,8060.13%
137CUMMINS INCCMI985$343,3710.12%
138INNOVATOR ETFS TRUSTINHD13,419$333,5960.12%
139SELECT SECTOR SPDR TR81369Y3084,144$325,7600.12%
140PGIM ETF TR69344A1076,461$320,1430.12%
141ISHARES TR46436E28812,082$317,3940.12%
142INNOVATOR ETFS TRUSTINHD9,018$311,0740.11%
143ALTRIA GROUP INCMO5,861$306,4720.11%
144ISHARES SILVER TRSLV11,365$299,2400.11%
145FIRST TR EXCHANGE-TRADED FD33738R1183,758$294,8530.11%
146COMERICA INC2003401074,607$284,9430.10%
147JACKSON FINANCIAL INCJXN-PA3,234$281,6170.10%
148FIRST TR EXCHANGE-TRADED FD33741X1027,719$276,7260.10%
149CONSTELLATION ENERGY CORPCEG1,220$272,9260.10%
150ISHARES TR4642875231,241$267,4230.10%
151INVESCO EXCHANGE TRADED FD TIVZ5,085$255,2670.09%
152INTERNATIONAL BUSINESS MACHSINTR1,159$254,7830.09%
153INNOVATOR ETFS TRUSTINHD9,386$253,5160.09%
154FIRST TR EXCHNG TRADED FD VI33740F15112,492$252,2130.09%
155GARMIN LTDGRMN1,210$249,5750.09%
156DEERE & CODE584$247,4410.09%
157FIRST TR EXCHNG TRADED FD VI33740F4416,706$247,3840.09%
158TESLA INCTSLA588$237,4580.09%
159ISHARES TR46434VBD19,314$233,3160.08%
160ABBVIE INCABBV1,291$229,4110.08%
161GRANITESHARES GOLD TRBAR8,687$224,9060.08%
162CLOROX CO DELCLX1,375$223,3140.08%
163ISHARES TR46435GAA08,952$215,4750.08%
164SOUTHERN COSOMN2,480$204,1540.07%
165SELECT SECTOR SPDR TR81369Y7041,538$202,6470.07%
166INNOVATOR ETFS TRUSTINHD7,784$200,9020.07%