Comprehensive Financial Consultants Institutional, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1915714
Institutional-grade research for retail investors
13F Reported Value
ⓘ$378.1M
incl. option notional
Equity Holdings
ⓘ$377.9M
Option Notional
ⓘ$231,350
$231,350 puts / $0 calls
Holdings
205
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Comprehensive Financial Consultants Institutional, Inc. disclosed 205 positions worth $378.1M in its Form 13F-HR for Q2 2026 — $377.9M in common stock plus $231,350 of put/call option positions (reported at underlying notional value, not premium at risk), led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 2.7% of the equity portfolio, followed by $JPM and $LLY. During the quarter the fund opened 21 new positions and exited 10 — including a new stake in $SCI and a full exit from $CCZ. The portfolio is most concentrated in Other (25.7% of disclosed assets). All figures are sourced directly from Comprehensive Financial Consultants Institutional, Inc.’s Form 13F-HR filing with the SEC under CIK 1915714.
AI Fund Analysis
Stable
$QQQ2.7% weight
Held 10 quarters
$JPM2.3% weight
Held 10 quarters
$LLY2.2% weight
Held 10 quarters
$AAPL2.2% weight
Held 10 quarters
$ETN1.7% weight
Held 10 quarters
$HD9 quarters accumulating
$UNP9 quarters accumulating
INNOVATOR ETFS TRUST - U S
9 quarters accumulating
INNOVATOR ETFS TRUST - DEF
9 quarters accumulating
$EW9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$MUPUT$231K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$10.1M13,775 sh - 35.6#2,134
Quality
$8.5M25,922 sh - 89.3#2
Quality
$8.4M7,006 sh - 76.1
Quality
$8.1M28,144 sh - —
Quality
$6.6M15,408 sh - 86.4
Quality
$6.5M17,228 sh - 72.8
Quality
$6.5M25,549 sh - 83.7
Quality
$6.4M17,184 sh - 69.2
Quality
$6.3M17,876 sh - 76.2
Quality
$6.3M15,779 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $10.1M | 13,775 |
| JPMORGAN CHASE & CO$JPM | 35.6#2,134 | $8.5M | 25,922 |
| ELI LILLY & Co$LLY | 89.3#2 | $8.4M | 7,006 |
| Apple Inc.$AAPL | 76.1 | $8.1M | 28,144 |
| Eaton Corp plc$ETN | — | $6.6M | 15,408 |
 Broadcom Inc.$AVGO | 86.4 | $6.5M | 17,228 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $6.5M | 25,549 |
 MICROSOFT CORP$MSFT | 83.7 | $6.4M | 17,184 |
| HOME DEPOT, INC.$HD | 69.2 | $6.3M | 17,876 |
 ANALOG DEVICES INC$ADI | 76.2 | $6.3M | 15,779 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Comprehensive Financial Consultants Institutional, Inc.'s 205 positions.
Showing top 10 of 205 holdings.
Sector Allocation
Other
$97.0M
Technology
$78.7M
Financials
$45.8M
Healthcare
$40.6M
Consumer Discretionary
$36.6M
Industrials
$33.3M
Energy
$11.2M
Utilities
$11.2M
Full Holdings — Comprehensive Financial Consultants Institutional, Inc. (Q2 2026)
All 205 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $10.1M | 2.7% | +0% | — |
| 2 | $JPM | JPMORGAN CHASE & CO | $8.5M | 2.3% | +1% | 35.6 |
| 3 | $LLY | ELI LILLY & Co | $8.4M | 2.2% | +5% | 89.3 |
| 4 | $AAPL | Apple Inc. | $8.1M | 2.2% | -1% | 76.1 |
| 5 | $ETN | Eaton Corp plc | $6.6M | 1.7% | +1% | — |
| 6 | $AVGO | Broadcom Inc. | $6.5M | 1.7% | -3% | 86.4 |
| 7 | $JNJ | JOHNSON & JOHNSON | $6.5M | 1.7% | -1% | 72.8 |
| 8 | $MSFT | MICROSOFT CORP | $6.4M | 1.7% | +12% | 83.7 |
| 9 | $HD | HOME DEPOT, INC. | $6.3M | 1.7% | +14% | 69.2 |
| 10 | $ADI | ANALOG DEVICES INC | $6.3M | 1.7% | -6% | 76.2 |
| 11 |  $MPC | Marathon Petroleum Corp | $6.2M | 1.6% | -2% | 50.7 |
| 12 |  $JCI | Johnson Controls International plc | $6.1M | 1.6% | -8% | — |
| 13 |  $WMT | Walmart Inc. | $5.7M | 1.5% | +1% | 63.2 |
| 14 |  $CB | Chubb Ltd | $5.5M | 1.5% | -1% | — |
| 15 |  $ABBV | AbbVie Inc. | $5.5M | 1.5% | +4% | 59.3 |
| 16 |  $AMD | ADVANCED MICRO DEVICES INC | $5.5M | 1.4% | -41% | 78.8 |
| 17 | $UNP | UNION PACIFIC CORP | $5.3M | 1.4% | +1% | 74 |
| 18 |  $APD | Air Products & Chemicals, Inc. | $5.1M | 1.3% | +2% | 41.2 |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $4.9M | 1.3% | +0% | — |
| 20 |  $BBY | BEST BUY CO INC | $4.9M | 1.3% | -0% | 51.5 |
| 21 |  $MSI | Motorola Solutions, Inc. | $4.9M | 1.3% | +4% | 73.8 |
| 22 |  $CMI | CUMMINS INC | $4.7M | 1.3% | -9% | 58.9 |
| 23 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | $4.6M | 1.2% | +3% | — |
| 24 |  $VZ | VERIZON COMMUNICATIONS INC | $4.6M | 1.2% | +9% | 71.6 |
| 25 |  $GEV | GE Vernova Inc. | $4.3M | 1.1% | -22% | 70.1 |
| 26 |  $CME | CME GROUP INC. | $4.2M | 1.1% | +9% | 74.5 |
| 27 |  $ETR | ENTERGY CORP /DE/ | $4.2M | 1.1% | +6% | 65.1 |
| 28 | — | ISHARES TR - RUSSELL 2000 ETF | $4.2M | 1.1% | -0% | — |
| 29 |  $SCI | SERVICE CORP INTERNATIONAL | $4.1M | 1.1% | NEW | 54.8 |
| 30 |  $GOOG | Alphabet Inc. | $4.0M | 1.1% | -12% | 80.2 |
| 31 |  $AMZN | AMAZON COM INC | $3.9M | 1.0% | -2% | 74.6 |
| 32 |  $O | REALTY INCOME CORP | $3.9M | 1.0% | NEW | 74.6 |
| 33 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $3.9M | 1.0% | -1% | — |
| 34 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $3.9M | 1.0% | +5% | — |
| 35 |  $MS | MORGAN STANLEY | $3.6M | 1.0% | -2% | — |
| 36 |  $NVDA | NVIDIA CORP | $3.6M | 1.0% | +9% | 90.2 |
| 37 |  $ZTS | Zoetis Inc. | $3.5M | 0.9% | +157% | 72.6 |
| 38 |  $DRI | DARDEN RESTAURANTS INC | $3.4M | 0.9% | +5% | 68.6 |
| 39 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.4M | 0.9% | -2% | — |
| 40 |  $WT | WisdomTree, Inc. | $3.4M | 0.9% | +6% | 62.9 |
| 41 |  $ALL | ALLSTATE CORP | $3.2M | 0.9% | +4% | 76.6 |
| 42 |  $NXPI | NXP Semiconductors N.V. | $3.2M | 0.8% | -6% | — |
| 43 |  $TT | Trane Technologies plc | $3.1M | 0.8% | +1% | — |
| 44 |  $IQV | IQVIA HOLDINGS INC. | $3.1M | 0.8% | +12% | 59.7 |
| 45 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $3.1M | 0.8% | +2% | 74.4 |
| 46 | $EW | Edwards Lifesciences Corp | $3.1M | 0.8% | +4% | 67.6 |
| 47 |  $PH | Parker-Hannifin Corp | $3.0M | 0.8% | NEW | 73.8 |
| 48 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | $2.9M | 0.8% | -0% | — |
| 49 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.9M | 0.8% | -1% | — |
| 50 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $2.9M | 0.8% | +38% | 72.9 |
| 51 |  $FANG | Diamondback Energy, Inc. | $2.8M | 0.8% | -4% | 81.4 |
| 52 |  $STE | STERIS plc | $2.8M | 0.7% | +26% | — |
| 53 |  $META | Meta Platforms, Inc. | $2.8M | 0.7% | +22% | 80.9 |
| 54 |  $CEG | Constellation Energy Corp | $2.7M | 0.7% | +41% | 62.5 |
| 55 |  $SNPS | SYNOPSYS INC | $2.7M | 0.7% | +14% | 63.1 |
| 56 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $2.6M | 0.7% | +0% | — |
| 57 | — | VANGUARD STAR FDS - VG TL INTL STK F | $2.6M | 0.7% | +0% | — |
| 58 |  $CRM | Salesforce, Inc. | $2.6M | 0.7% | +55% | 75.2 |
| 59 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | $2.6M | 0.7% | +13% | — |
| 60 |  $CSCO | CISCO SYSTEMS, INC. | $2.5M | 0.7% | -8% | 72.3 |
| 61 | — | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | $2.5M | 0.7% | +7% | — |
| 62 |  $SPGI | S&P Global Inc. | $2.5M | 0.7% | +25% | 79.4 |
| 63 | — | PROSHARES TR - S&P 500 DV ARIST | $2.2M | 0.6% | +95% | — |
| 64 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.1M | 0.6% | -7% | — |
| 65 | — | PACER FDS TR - GLOBL CASH ETF | $1.9M | 0.5% | +2% | — |
| 66 | $WT | WisdomTree, Inc. | $1.8M | 0.5% | +2% | 62.9 |
| 67 |  $CVX | CHEVRON CORP | $1.8M | 0.5% | +11% | 54.7 |
| 68 |  $TJX | TJX COMPANIES INC /DE/ | $1.7M | 0.5% | -0% | 70.7 |
| 69 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.7M | 0.5% | +4% | 60.5 |
| 70 |  $WM | WASTE MANAGEMENT INC | $1.7M | 0.5% | +5% | 70.7 |
| 71 |  $V | VISA INC. | $1.7M | 0.5% | +10% | 83.5 |
| 72 |  $LOW | LOWES COMPANIES INC | $1.7M | 0.5% | +10% | 63.5 |
| 73 | — | PACER FDS TR - US LRG CP CASH | $1.7M | 0.5% | +2% | — |
| 74 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.7M | 0.4% | +2% | — |
| 75 | — | SPDR SERIES TRUST - ST STR P500VAL | $1.6M | 0.4% | -4% | — |
| 76 |  $PG | PROCTER & GAMBLE Co | $1.6M | 0.4% | +3% | 72.9 |
| 77 |  $APH | AMPHENOL CORP /DE/ | $1.6M | 0.4% | +1% | 80.5 |
| 78 |  $MCD | MCDONALDS CORP | $1.6M | 0.4% | +23% | 73.9 |
| 79 |  $AZN | ASTRAZENECA PLC | $1.5M | 0.4% | +2% | — |
| 80 |  $KO | COCA COLA CO | $1.5M | 0.4% | +11% | 74 |
| 81 |  $AMGN | AMGEN INC | $1.5M | 0.4% | +1% | 79.5 |
| 82 | — | ISHARES TR - MSCI USA MIN ETF | $1.5M | 0.4% | -2% | — |
| 83 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $1.5M | 0.4% | -13% | — |
| 84 |  $PEP | PEPSICO INC | $1.5M | 0.4% | +10% | 62.7 |
| 85 |  $DUK | Duke Energy CORP | $1.5M | 0.4% | +13% | 64 |
| 86 | — | NORTHERN LTS FD TR II - ESSEN 40 STK ETF | $1.5M | 0.4% | NEW | — |
| 87 |  $SYK | STRYKER CORP | $1.4M | 0.4% | -2% | 69.8 |
| 88 | $WT | WisdomTree, Inc. | $1.4M | 0.4% | +8% | 62.9 |
| 89 |  $EMR | EMERSON ELECTRIC CO | $1.4M | 0.4% | +1% | 65.9 |
| 90 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.4M | 0.4% | +1% | 70.1 |
| 91 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.4% | -16% | 81.9 |
| 92 | — | PACER FDS TR - US CASH COWS 100 | $1.3M | 0.4% | -2% | — |
| 93 |  $LIN | LINDE PLC | $1.3M | 0.3% | +6% | — |
| 94 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.3M | 0.3% | +2% | 71 |
| 95 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $1.3M | 0.3% | +2% | — |
| 96 |  $ABT | ABBOTT LABORATORIES | $1.3M | 0.3% | +17% | 67 |
| 97 |  $TFC | TRUIST FINANCIAL CORP | $1.3M | 0.3% | +11% | — |
| 98 |  $UPS | UNITED PARCEL SERVICE INC | $1.2M | 0.3% | +2% | 58.2 |
| 99 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.3% | -17% | 88.4 |
| 100 |  $KMB | KIMBERLY CLARK CORP | $1.2M | 0.3% | +9% | 61.7 |
| 101 |  $CAT | CATERPILLAR INC | $1.2M | 0.3% | -8% | 67.8 |
| 102 |  $BA | BOEING CO | $1.1M | 0.3% | -8% | 51.8 |
| 103 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US | $1.0M | 0.3% | +8% | — |
| 104 |  $CCI | CROWN CASTLE INC. | $981,991 | 0.3% | +5% | 52.9 |
| 105 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $916,725 | 0.2% | +1% | — |
| 106 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BFR | $895,675 | 0.2% | -8% | — |
| 107 |  $HON | HONEYWELL INTERNATIONAL INC | $890,003 | 0.2% | -49% | 65.7 |
| 108 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $887,299 | 0.2% | -59% | — |
| 109 |  $SLV | iShares Silver Trust | $882,255 | 0.2% | +56% | — |
| 110 |  $IVZ | Invesco Ltd. | $877,244 | 0.2% | +0% | — |
| 111 |  $HONA | Honeywell Aerospace Inc. | $872,824 | 0.2% | NEW | — |
| 112 | — | FIRST TR EXCHNG TRADED FD VI - FT VE NA 100 CO | $867,940 | 0.2% | +8% | — |
| 113 | — | SPDR SERIES TRUST - ST STR SP METAL | $836,834 | 0.2% | +13% | — |
| 114 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $816,423 | 0.2% | +7% | — |
| 115 |  $WELL | WELLTOWER INC. | $788,494 | 0.2% | +0% | 75.7 |
| 116 |  $RTX | RTX Corp | $775,616 | 0.2% | -0% | 70 |
| 117 | $IVZ | Invesco Ltd. | $775,182 | 0.2% | +1% | — |
| 118 | — | ISHARES TR - CORE S&P500 ETF | $754,132 | 0.2% | -1% | — |
| 119 | — | ISHARES TR - ISHARES SEMICDTR | $742,641 | 0.2% | -16% | — |
| 120 | — | VANECK ETF TRUST - MORN SMID MO ETF | $742,304 | 0.2% | -2% | — |
| 121 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $731,692 | 0.2% | +15% | — |
| 122 | $IVZ | Invesco Ltd. | $723,676 | 0.2% | +1% | — |
| 123 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQ | $713,658 | 0.2% | +13% | — |
| 124 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100 | $697,929 | 0.2% | -3% | — |
| 125 |  $LMT | LOCKHEED MARTIN CORP | $677,140 | 0.2% | +0% | 65 |
| 126 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $621,619 | 0.2% | -4% | — |
| 127 |  $ORCL | ORACLE CORP | $615,363 | 0.2% | +0% | 67.2 |
| 128 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $571,712 | 0.1% | +0% | — |
| 129 | — | ISHARES TR - S&P 100 ETF | $566,733 | 0.1% | -27% | — |
| 130 | — | INVESCO EXCHANGE TRADED FD T - OIL GAS SVC ETF | $555,941 | 0.1% | +0% | — |
| 131 | $IVZ | Invesco Ltd. | $555,191 | 0.1% | -0% | — |
| 132 | — | INNOVATOR ETFS TRUST - EQUITY DEFND 1YR | $554,557 | 0.1% | NEW | — |
| 133 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $554,032 | 0.1% | -23% | — |
| 134 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $539,302 | 0.1% | -2% | — |
| 135 | — | SPDR SERIES TRUST - ST STR SP600SM C | $537,694 | 0.1% | -4% | — |
| 136 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $526,665 | 0.1% | +0% | — |
| 137 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $513,170 | 0.1% | +0% | — |
| 138 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $496,741 | 0.1% | -15% | — |
| 139 |  $MSTR | Strategy Inc | $495,327 | 0.1% | +1% | 25.4 |
| 140 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $475,457 | 0.1% | +0% | — |
| 141 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $473,464 | 0.1% | NEW | — |
| 142 |  $FITB | FIFTH THIRD BANCORP | $471,704 | 0.1% | -6% | — |
| 143 | — | GLOBAL X FDS - NASDQ 100 CVRDGW | $460,682 | 0.1% | +34% | — |
| 144 |  $ED | CONSOLIDATED EDISON INC | $444,401 | 0.1% | +0% | 71.6 |
| 145 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100 | $441,333 | 0.1% | +0% | — |
| 146 |  $MO | ALTRIA GROUP, INC. | $421,267 | 0.1% | +0% | 72.1 |
| 147 | — | VANECK ETF TRUST - DURABLE HGH DIV | $419,603 | 0.1% | +0% | — |
| 148 |  $INTC | INTEL CORP | $415,705 | 0.1% | NEW | 41.5 |
| 149 |  $DTB | DTE ENERGY CO | $414,751 | 0.1% | +0% | — |
| 150 |  $MRK | Merck & Co., Inc. | $398,993 | 0.1% | +0% | 70.9 |
| 151 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $395,800 | 0.1% | +24% | — |
| 152 | $WT | WisdomTree, Inc. | $393,918 | 0.1% | -1% | 62.9 |
| 153 |  $CASY | CASEYS GENERAL STORES INC | $375,141 | 0.1% | +0% | 59.9 |
| 154 |  $XOM | EXXON MOBIL CORP | $359,574 | 0.1% | -1% | 61.8 |
| 155 |  $DE | DEERE & CO | $351,419 | 0.1% | -5% | 57.4 |
| 156 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $350,314 | 0.1% | +0% | — |
| 157 | — | INNOVATOR ETFS TRUST - EQUITY 1YR JANUA | $347,105 | 0.1% | +0% | — |
| 158 |  $BAR | GraniteShares Gold Trust | $343,397 | 0.1% | +0% | — |
| 159 | — | GLOBAL X FDS - NASDAQ 100 COVER | $339,315 | 0.1% | +0% | — |
| 160 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $333,182 | 0.1% | NEW | — |
| 161 |  $JXN | Jackson Financial Inc. | $329,798 | 0.1% | -0% | 67.5 |
| 162 |  $SBCF | SEACOAST BANKING CORP OF FLORIDA | $328,178 | 0.1% | +0% | — |
| 163 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $327,691 | 0.1% | -2% | — |
| 164 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $324,797 | 0.1% | +1% | 66.7 |
| 165 | $IVZ | Invesco Ltd. | $313,895 | 0.1% | -10% | — |
| 166 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | $313,601 | 0.1% | +0% | — |
| 167 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $308,458 | 0.1% | +13% | — |
| 168 | — | PGIM ETF TR - PGIM ULTRA SH BD | $308,201 | 0.1% | +1% | — |
| 169 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $307,693 | 0.1% | +6% | — |
| 170 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASDAQ | $306,936 | 0.1% | +12% | — |
| 171 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $302,435 | 0.1% | +3% | — |
| 172 | — | INNOVATOR ETFS TRUST - EQUITY DEF PRO 2 | $301,343 | 0.1% | -3% | — |
| 173 | — | ISHARES TR - ISHARES BIOTECH | $299,739 | 0.1% | -6% | — |
| 174 | — | PACER FDS TR - US SM CAP CA ETF | $289,692 | 0.1% | -6% | — |
| 175 | — | AIM ETF PRODUCTS TRUST - ALLI 6 BU10 ETF | $288,894 | 0.1% | NEW | — |
| 176 | $IVZ | Invesco Ltd. | $283,756 | 0.1% | -4% | — |
| 177 | — | FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ 100 | $281,642 | 0.1% | NEW | — |
| 178 | — | ISHARES TR - INVT GRD CORP BD | $280,132 | 0.1% | +0% | — |
| 179 |  $DELL | Dell Technologies Inc. | $278,292 | 0.1% | NEW | 76 |
| 180 |  $GRMN | GARMIN LTD | $273,171 | 0.1% | +0% | — |
| 181 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $273,028 | 0.1% | NEW | — |
| 182 |  $IRDM | Iridium Communications Inc. | $267,942 | 0.1% | NEW | 59.2 |
| 183 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $267,838 | 0.1% | -4% | — |
| 184 |  $GOOGL | Alphabet Inc. | $266,764 | 0.1% | -15% | 80.2 |
| 185 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 MARC | $262,061 | 0.1% | +4% | — |
| 186 | $WT | WisdomTree, Inc. | $259,877 | 0.1% | NEW | 62.9 |
| 187 |  $TSLA | Tesla, Inc. | $255,725 | 0.1% | -3% | 50.1 |
| 188 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | $250,802 | 0.1% | NEW | — |
| 189 |  $SO | SOUTHERN CO | $243,103 | 0.1% | +0% | 65.1 |
| 190 |  $MMM | 3M CO | $243,027 | 0.1% | +0% | 60.7 |
| 191 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $233,407 | 0.1% | NEW | — |
| 192 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 AUG | $232,286 | 0.1% | -62% | — |
| 193 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $232,103 | 0.1% | -31% | — |
| 194 | $MUPUT | MICRON TECHNOLOGY INC | $231,350 | — | NEW | 88.4 |
| 195 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $223,197 | 0.1% | NEW | — |
| 196 |  $PM | Philip Morris International Inc. | $223,062 | 0.1% | +1% | 80.5 |
| 197 | $IVZ | Invesco Ltd. | $220,857 | 0.1% | -5% | — |
| 198 | — | INNOVATOR ETFS TRUST - EQUI DEF PRO ETF | $210,470 | 0.1% | +0% | — |
| 199 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $210,345 | 0.1% | -7% | — |
| 200 | — | ISHARES TR - CORE HIGH DV ETF | $210,098 | 0.1% | +322% | — |
| 201 |  $BTI | British American Tobacco p.l.c. | $209,675 | 0.1% | NEW | — |
| 202 | — | ISHARES TR - IBONDS DEC2026 | $207,263 | 0.1% | +0% | — |
| 203 | — | INNOVATOR ETFS TRUST - GROWTH 100 PWR B | $203,995 | 0.1% | NEW | — |
| 204 |  $ETHA | iShares Ethereum Trust ETF | $127,033 | 0.0% | NEW | — |
| 205 |  $BURU | Nuburu, Inc. | $2,567 | 0.0% | +0% | — |
New Positions (21)
$SCI SERVICE CORP INTERNATIONAL$4.1M$O REALTY INCOME CORP$3.9M$PH Parker-Hannifin Corp$3.0M NORTHERN LTS FD TR II - ESSEN 40 STK ETF$1.5M
$HONA Honeywell Aerospace Inc.$872,824 INNOVATOR ETFS TRUST - EQUITY DEFND 1YR$554,557
INNOVATOR ETFS TRUST - US EQT ULTRA BF$473,464
$INTC INTEL CORP$415,705 FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$333,182
AIM ETF PRODUCTS TRUST - ALLI 6 BU10 ETF$288,894
FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ 100$281,642
$DELL Dell Technologies Inc.$278,292 SELECT SECTOR SPDR TR - ST STR DISCR ETF$273,028
$IRDM Iridium Communications Inc.$267,942 FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID$250,802
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