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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 2025 · Filed May 15, 2025 · Accession 0001172661-25-001994

Total Value
$281.3M
Positions
175
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (175)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO.VYLD31,063$7.6M2.71%
2APPLE INCAAPL29,080$6.5M2.30%
3INVESCO QQQ TRIVZ11,992$5.6M2.00%
4MICROSOFT CORPMSFT14,883$5.6M1.99%
5HOME DEPOT INCHD13,954$5.1M1.82%
6CHUBB LIMITEDCB16,473$5.0M1.77%
7WALMART INCWMT56,595$5.0M1.77%
8MOTOROLA SOLUTIONS INCMSI11,079$4.9M1.72%
9JOHNSON & JOHNSONJNJ29,014$4.8M1.71%
10CME GROUP INCCME17,840$4.7M1.68%
11VERIZON COMMUNICATIONS INCVZ103,995$4.7M1.68%
12JOHNSON CTLS INTL PLCG5150210558,294$4.7M1.66%
13EATON CORP PLCETN16,338$4.4M1.58%
14MARATHON PETE CORPMARA30,060$4.4M1.56%
15AIR PRODS & CHEMS INCAIIR14,746$4.3M1.55%
16MEDTRONIC PLCMDT46,690$4.2M1.49%
17MERCK & CO INCMRK46,114$4.1M1.47%
18ELI LILLY & COLLY4,998$4.1M1.47%
19UNION PAC CORPUNP17,378$4.1M1.46%
20COMCAST CORP NEWCCZ109,831$4.1M1.44%
21BROADCOM INCAVGO23,980$4.0M1.43%
22FIRST TR EXCHNG TRADED FD VI33740U687113,464$3.9M1.38%
23ANALOG DEVICES INCADI18,697$3.8M1.34%
24INNOVATOR ETFS TRUSTINHD122,477$3.6M1.30%
25BEST BUY INCBBY49,258$3.6M1.29%
26INNOVATOR ETFS TRUSTINHD87,523$3.3M1.16%
27META PLATFORMS INCMETA5,551$3.2M1.14%
28FIDELITY NATL INFORMATION SV31620M10642,597$3.2M1.13%
29DARDEN RESTAURANTS INCDRI15,180$3.2M1.12%
30PROSHARES TR74348A46730,590$3.1M1.11%
31AMAZON COM INCAMZN15,583$3.0M1.05%
32ALLSTATE CORPALL-PJ13,756$2.8M1.01%
33PACER FDS TR69374H88151,096$2.8M0.99%
34FISERV INCFISV12,633$2.8M0.99%
35INNOVATOR ETFS TRUSTINHD87,409$2.7M0.98%
36VISA INCV7,825$2.7M0.97%
37TJX COS INC NEW87254010922,313$2.7M0.97%
38INTERCONTINENTAL EXCHANGE IN45866F10415,702$2.7M0.96%
39TRANE TECHNOLOGIES PLCTT7,943$2.7M0.95%
40SPDR S&P 500 ETF TRSPY4,671$2.6M0.93%
41S&P GLOBAL INCSPGI4,829$2.5M0.87%
42FIRST TR EXCHNG TRADED FD VI33740F68061,425$2.4M0.87%
43MORGAN STANLEYMS-PQ20,054$2.3M0.83%
44FIRST TR MORNINGSTAR DIVID L33691710953,817$2.3M0.83%
45UNITEDHEALTH GROUP INCUNH4,296$2.3M0.80%
46ALPHABET INCGOOG14,472$2.2M0.80%
47STERIS PLCSTE9,616$2.2M0.77%
48SALESFORCE INCCRM8,055$2.2M0.77%
49DIAMONDBACK ENERGY INCFANG13,260$2.1M0.75%
50L3HARRIS TECHNOLOGIES INCLHX9,540$2.0M0.71%
51EDWARDS LIFESCIENCES CORPEW26,932$2.0M0.69%
52VANGUARD SPECIALIZED FUNDS9219088449,970$1.9M0.69%
53NXP SEMICONDUCTORS N VNXPI10,050$1.9M0.68%
54WISDOMTREE TRWT42,619$1.9M0.67%
55ISHARES TR4642871016,651$1.8M0.64%
56NORTHROP GRUMMAN CORPNOC3,452$1.8M0.63%
57IQVIA HLDGS INCIQV9,998$1.8M0.63%
58CHEVRON CORP NEWCVX10,511$1.8M0.63%
59ADVANCED MICRO DEVICES INCAMD16,921$1.7M0.62%
60WASTE MGMT INC DEL94106L1097,491$1.7M0.62%
61CISCO SYS INCCSCO27,611$1.7M0.61%
62STRYKER CORPORATIONSYK4,518$1.7M0.60%
63VANECK ETF TRUST92189F64318,963$1.7M0.59%
64INNOVATOR ETFS TRUSTINHD36,819$1.6M0.58%
65MICROSTRATEGY INCSTRK5,608$1.6M0.57%
66FIRST TR VALUE LINE DIVID IN33734H10635,761$1.6M0.57%
67PROCTER AND GAMBLE CO7427181099,214$1.6M0.56%
68ISHARES TR46429B69716,726$1.6M0.56%
69LOWES COS INC5486611076,508$1.5M0.54%
70MCDONALDS CORPMCD4,819$1.5M0.54%
71HONEYWELL INTL INC4385161067,047$1.5M0.53%
72ABBOTT LABSABLZF11,119$1.5M0.52%
73FIRST TR EXCHANGE-TRADED FD33733E82347,621$1.4M0.50%
74PEPSICO INCPEP9,346$1.4M0.50%
75CADENCE DESIGN SYSTEM INCCDNS5,487$1.4M0.50%
76AMGEN INCAMGN4,447$1.4M0.49%
77LAUDER ESTEE COS INC51843910420,635$1.4M0.48%
78BRISTOL-MYERS SQUIBB COCELG-RI21,499$1.3M0.47%
79ASTRAZENECA PLCAZN16,873$1.2M0.44%
80COCA COLA COKO16,608$1.2M0.42%
81ISHARES TR4642872002,091$1.2M0.42%
82QUALCOMM INCQCOM7,452$1.1M0.41%
83CROWN CASTLE INCCCI10,860$1.1M0.40%
84LINDE PLCLIN2,364$1.1M0.39%
85WISDOMTREE TRWT13,754$1.1M0.39%
86EMERSON ELEC COEMR9,891$1.1M0.39%
87DUKE ENERGY CORP NEWDUKB8,636$1.1M0.37%
88ADOBE INCADBE2,710$1.0M0.37%
89TRUIST FINL CORP89832Q10924,748$1.0M0.36%
90UNITED PARCEL SERVICE INCUPS9,066$997,1690.35%
91BOEING COBA-PA5,742$979,2980.35%
92FIRST TR EXCHNG TRADED FD VI33740F77122,687$956,2570.34%
93WISDOMTREE TRWT18,986$955,5650.34%
94FIRST TR EXCHNG TRADED FD VI33740U72940,570$953,3950.34%
95CAPITAL ONE FINL CORP14040H1055,277$946,1660.34%
96SPDR SER TR78464A30011,509$902,3060.32%
97SPDR SER TR78464A20110,476$869,5080.31%
98DEXCOM INCDXCM12,624$862,0930.31%
99PACER FDS TR69374H85722,986$861,9750.31%
100INVESCO EXCH TRD SLF IDX FDIVZ43,967$856,4770.30%
101FIRST TR EXCHANGE TRADED FD33738R50614,294$836,7710.30%
102KIMBERLY-CLARK CORPKMB5,714$812,6450.29%
103FIRST TR EXCHNG TRADED FD VI33740F80518,406$806,9190.29%
104INVESCO EXCH TRD SLF IDX FDIVZ39,795$779,5840.28%
105INVESCO EXCH TRD SLF IDX FDIVZ37,126$767,7660.27%
106INNOVATOR ETFS TRUSTINHD23,522$761,8780.27%
107VANGUARD INDEX FDS9229087692,657$730,2500.26%
108VANECK ETF TRUST92189H73020,399$668,8830.24%
109NIKE INCNKE10,159$644,8930.23%
110LOCKHEED MARTIN CORPLMT1,402$626,2870.22%
111ORACLE CORPORCL-PD4,388$613,4860.22%
112WELLTOWER INCWELL3,962$607,0180.22%
113RTX CORPORATIONRTX4,483$593,8180.21%
114FIRST TR EXCHANGE TRADED FD33734X8469,398$592,0740.21%
115ISHARES TR46429B6634,772$577,9850.21%
116INVESCO EXCH TRD SLF IDX FDIVZ28,131$572,4660.20%
117FIRST TR EXCHANGE-TRADED FD33739Q70511,307$571,2300.20%
118PACER FDS TR69374H70915,229$563,1680.20%
119TARGET CORPTGT5,294$552,4820.20%
120INNOVATOR ETFS TRUSTINHD20,701$541,7140.19%
121INVESCO EXCHANGE TRADED FD TIVZ20,544$526,7480.19%
122NVIDIA CORPORATIONNVDA4,838$524,3420.19%
123INVESCO EXCHANGE TRADED FD TIVZ4,320$503,4960.18%
124SELECT SECTOR SPDR TR81369Y8032,436$502,9850.18%
125AIM ETF PRODUCTS TRUST00888H64618,993$498,0910.18%
126EXXON MOBIL CORPXOM4,155$494,1540.18%
127CATERPILLAR INCCAT1,483$489,0930.17%
128CONSOLIDATED EDISON INCED4,122$455,8520.16%
129DTE ENERGY CODTK3,082$426,1480.15%
130FIRST TR EXCHNG TRADED FD VI33740U44820,839$399,7380.14%
131PGIM ETF TR69344A1077,637$379,7880.14%
132FIRST TR EXCHANGE-TRADED FD33738D87915,952$378,3810.13%
133FIRST TR EXCHNG TRADED FD VI33740F12819,196$364,2710.13%
134ALTRIA GROUP INCMO5,861$351,7770.13%
135SELECT SECTOR SPDR TR81369Y6057,001$348,7200.12%
136SPDR SER TR78464A7556,114$342,3230.12%
137AIM ETF PRODUCTS TRUST00888H67912,005$334,6990.12%
138FIRST TR EXCHNG TRADED FD VI33740F6318,707$330,6050.12%
139ISHARES TR46428844810,627$329,6500.12%
140SELECT SECTOR SPDR TR81369Y5063,516$328,5700.12%
141ISHARES TR4642875231,713$322,3350.11%
142ISHARES TR46436E28812,082$317,6240.11%
143ISHARES SILVER TRSLV10,165$315,0130.11%
144INNOVATOR ETFS TRUSTINHD12,525$310,9740.11%
145CUMMINS INCCMI985$308,7380.11%
146INTERNATIONAL BUSINESS MACHSINTR1,156$287,4510.10%
147FIRST TR EXCHANGE TRADED FD33738R1183,758$276,6260.10%
148DEERE & CODE584$274,1000.10%
149JACKSON FINANCIAL INCJXN-PA3,234$270,9450.10%
150ABBVIE INCABBV1,292$270,7000.10%
151GRANITESHARES GOLD TRBAR8,687$267,9070.10%
152GARMIN LTDGRMN1,210$262,7270.09%
153COMERICA INC2003401074,437$262,0490.09%
154FIRST TR EXCHANGE-TRADED FD33741X1027,719$258,5870.09%
155GLOBAL X FDS37954Y48315,300$254,4390.09%
156FIRST TR EXCHANGE TRADED FD33738R7043,715$253,4000.09%
157INNOVATOR ETFS TRUSTINHD9,386$250,9930.09%
158INVESCO EXCH TRADED FD TR IIIVZ4,502$250,7160.09%
159INVESCO EXCHANGE TRADED FD TIVZ5,098$249,4450.09%
160ISHARES TR4642875561,932$247,1030.09%
161CONSTELLATION ENERGY CORPCEG1,220$245,9890.09%
162FIRST TR EXCHNG TRADED FD VI33740F15112,492$245,2180.09%
163FIRST TR EXCHNG TRADED FD VI33740F4416,706$243,1260.09%
164PACER FDS TR69374H3607,751$238,6530.08%
165SOUTHERN COSOMN2,580$237,2310.08%
166ISHARES TR46434VBD19,314$234,2470.08%
167EXCHANGE TRADED CONCEPTS TRU3015057074,506$232,0590.08%
168PHILIP MORRIS INTL INC7181721091,460$231,7450.08%
169INNOVATOR ETFS TRUSTINHD8,937$227,9890.08%
170INVESCO EXCH TRD SLF IDX FDIVZ12,208$226,2140.08%
1713M COMMM1,501$220,4370.08%
172ISHARES TR46435GAA08,952$216,7280.08%
173CASEYS GEN STORES INC147528103472$204,8670.07%
174CLOROX CO DELCLX1,375$202,4690.07%
175MONDELEZ INTL INC6092071052,984$202,4650.07%