# EDGAR Filing Document

**Accession Number:** 0001915714
**File Stem:** 0001172661-26-001625
**Filing Date:** 2026-5
**Character Count:** 23125
**Document Hash:** 4d7c58ca234bd42cde2d6cbf917c9e01
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001625.hdr.sgml**: 20260508

**ACCESSION NUMBER**: 0001172661-26-001625

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260508

**DATE AS OF CHANGE**: 20260508

**EFFECTIVENESS DATE**: 20260508

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Comprehensive Financial Consultants Institutional, Inc.
- **CENTRAL INDEX KEY:** 0001915714

**ORGANIZATION NAME:**
- **EIN:** 200154976
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22365
- **FILM NUMBER:** 26956648

**BUSINESS ADDRESS:**
- **STREET 1:** 674 S. COLLEGE AVE.
- **CITY:** BLOOMINGTON
- **STATE:** IN
- **ZIP:** 47403
- **BUSINESS PHONE:** 812-334-6187

**MAIL ADDRESS:**
- **STREET 1:** 674 S. COLLEGE AVE.
- **CITY:** BLOOMINGTON
- **STATE:** IN
- **ZIP:** 47403

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Comprehensive Financial Consultants Institutional Inc.<br>**Address:** 674 S. College Ave.<br>Bloomington, IN 47403

**Form 13F File Number:** 028-22365

**CRD Number (if applicable):** 000128257

**SEC File Number (if applicable):** 801-62834

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daniel Hays<br>**Title:** Chief Compliance Officer<br>**Phone:** 812-334-3190

**Signature, Place, and Date of Signing:**

/s/ Daniel Hays  Bloomington, IN  05-08-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 193

**Form 13F Information Table Value Total:** $336585539

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ANALOG DEVICES INC | COM | 032654105 |  | 5319301 | 16720 | SH |  | SOLE |  | 16720 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 2702055 | 13032 | SH |  | SOLE |  | 13032 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 1121104 | 8873 | SH |  | SOLE |  | 8873 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H661 |  | 473238 | 15138 | SH |  | SOLE |  | 15138 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQ | 00888H869 |  | 584730 | 17382 | SH |  | SOLE |  | 17382 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US | 00888H679 |  | 852552 | 27147 | SH |  | SOLE |  | 27147 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 386371 | 5855 | SH |  | SOLE |  | 5855 | 0 | 0 |
| 3M CO | COM | 88579Y101 |  | 217990 | 1501 | SH |  | SOLE |  | 1501 | 0 | 0 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 4897371 | 16859 | SH |  | SOLE |  | 16859 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3673579 | 12775 | SH |  | SOLE |  | 12775 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 4597521 | 21139 | SH |  | SOLE |  | 21139 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H646 |  | 828717 | 29304 | SH |  | SOLE |  | 29304 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H877 |  | 274023 | 8112 | SH |  | SOLE |  | 8112 | 0 | 0 |
| ASTRAZENECA PLC | ORD | G0593M107 |  | 1544824 | 7833 | SH |  | SOLE |  | 7833 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 1436252 | 4082 | SH |  | SOLE |  | 4082 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H653 |  | 292826 | 10097 | SH |  | SOLE |  | 10097 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 3445827 | 16545 | SH |  | SOLE |  | 16545 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 3238606 | 15920 | SH |  | SOLE |  | 15920 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 7192589 | 28341 | SH |  | SOLE |  | 28341 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 253871 | 885 | SH |  | SOLE |  | 885 | 0 | 0 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 1225768 | 11939 | SH |  | SOLE |  | 11939 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 1120141 | 5628 | SH |  | SOLE |  | 5628 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 1408414 | 23222 | SH |  | SOLE |  | 23222 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 2275200 | 8188 | SH |  | SOLE |  | 8188 | 0 | 0 |
| BEST BUY INC | COM | 086516101 |  | 4139423 | 64477 | SH |  | SOLE |  | 64477 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 5519492 | 17833 | SH |  | SOLE |  | 17833 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 414098 | 8913 | SH |  | SOLE |  | 8913 | 0 | 0 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 3114487 | 15887 | SH |  | SOLE |  | 15887 | 0 | 0 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 2980333 | 63533 | SH |  | SOLE |  | 63533 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1256278 | 16519 | SH |  | SOLE |  | 16519 | 0 | 0 |
| COLUMBIA ETF TR I | RESH ENHNC COR | 19761L706 |  | 572772 | 14694 | SH |  | SOLE |  | 14694 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1335588 | 10200 | SH |  | SOLE |  | 10200 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 266244 | 2017 | SH |  | SOLE |  | 2017 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 1178680 | 6461 | SH |  | SOLE |  | 6461 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 6119230 | 6653 | SH |  | SOLE |  | 6653 | 0 | 0 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 343550 | 472 | SH |  | SOLE |  | 472 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 454644 | 4017 | SH |  | SOLE |  | 4017 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 1953730 | 61035 | SH |  | SOLE |  | 61035 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 3905487 | 7259 | SH |  | SOLE |  | 7259 | 0 | 0 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 5368393 | 16471 | SH |  | SOLE |  | 16471 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 847318 | 1196 | SH |  | SOLE |  | 1196 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 2126489 | 7615 | SH |  | SOLE |  | 7615 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 1967497 | 9509 | SH |  | SOLE |  | 9509 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 4040473 | 140734 | SH |  | SOLE |  | 140734 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 2652970 | 33129 | SH |  | SOLE |  | 33129 | 0 | 0 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 3854735 | 34307 | SH |  | SOLE |  | 34307 | 0 | 0 |
| CROWN CASTLE INC | COM | 22822V101 |  | 1000682 | 12307 | SH |  | SOLE |  | 12307 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 5202886 | 17616 | SH |  | SOLE |  | 17616 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 1819796 | 23454 | SH |  | SOLE |  | 23454 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 3299335 | 16681 | SH |  | SOLE |  | 16681 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 450787 | 2657 | SH |  | SOLE |  | 2657 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 5465913 | 15282 | SH |  | SOLE |  | 15282 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 |  | 2717622 | 79823 | SH |  | SOLE |  | 79823 | 0 | 0 |
| DTE ENERGY CO | COM | 233331107 |  | 398011 | 2722 | SH |  | SOLE |  | 2722 | 0 | 0 |
| DEXCOM INC | COM | 252131107 |  | 1921178 | 30592 | SH |  | SOLE |  | 30592 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 328967 | 584 | SH |  | SOLE |  | 584 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 1239056 | 9457 | SH |  | SOLE |  | 9457 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 719040 | 36639 | SH |  | SOLE |  | 36639 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U687 |  | 3637432 | 93416 | SH |  | SOLE |  | 93416 | 0 | 0 |
| GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 |  | 400731 | 8687 | SH |  | SOLE |  | 8687 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 4054621 | 4645 | SH |  | SOLE |  | 4645 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | 45782C425 |  | 915123 | 25210 | SH |  | SOLE |  | 25210 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD 100 | 33740U448 |  | 742139 | 34454 | SH |  | SOLE |  | 34454 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 770380 | 39446 | SH |  | SOLE |  | 39446 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | 33740F771 |  | 255845 | 5401 | SH |  | SOLE |  | 5401 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 |  | 413195 | 16172 | SH |  | SOLE |  | 16172 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 1063871 | 15581 | SH |  | SOLE |  | 15581 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LAD | 33740U729 |  | 2119831 | 80694 | SH |  | SOLE |  | 80694 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD 100 | 33740U513 |  | 656546 | 28820 | SH |  | SOLE |  | 28820 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | OIL  GAS SERVIC | 46137Y872 |  | 597693 | 14421 | SH |  | SOLE |  | 14421 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C573 |  | 3174332 | 77688 | SH |  | SOLE |  | 77688 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 204399 | 3261 | SH |  | SOLE |  | 3261 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F441 |  | 265085 | 6456 | SH |  | SOLE |  | 6456 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740U406 |  | 211393 | 4774 | SH |  | SOLE |  | 4774 | 0 | 0 |
| GARMIN LTD | SHS | H2906T109 |  | 266812 | 1150 | SH |  | SOLE |  | 1150 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F698 |  | 2774066 | 59351 | SH |  | SOLE |  | 59351 | 0 | 0 |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | 45783Y814 |  | 2179821 | 44117 | SH |  | SOLE |  | 44117 | 0 | 0 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45783Y236 |  | 202886 | 6997 | SH |  | SOLE |  | 6997 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASDAQ | 33740F128 |  | 250279 | 11284 | SH |  | SOLE |  | 11284 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | 33740F631 |  | 1571398 | 36948 | SH |  | SOLE |  | 36948 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 820878 | 4954 | SH |  | SOLE |  | 4954 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1776822 | 7861 | SH |  | SOLE |  | 7861 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 277294 | 1144 | SH |  | SOLE |  | 1144 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 |  | 234319 | 12557 | SH |  | SOLE |  | 12557 | 0 | 0 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 3589456 | 107260 | SH |  | SOLE |  | 107260 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 1590602 | 33821 | SH |  | SOLE |  | 33821 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 478041 | 5104 | SH |  | SOLE |  | 5104 | 0 | 0 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N742 |  | 246231 | 8926 | SH |  | SOLE |  | 8926 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 557752 | 27310 | SH |  | SOLE |  | 27310 | 0 | 0 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 315749 | 18411 | SH |  | SOLE |  | 18411 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 45782C672 |  | 222216 | 5648 | SH |  | SOLE |  | 5648 | 0 | 0 |
| GLOBAL X FDS | NASDQ 100 CVRDGW | 37954Y269 |  | 295389 | 11383 | SH |  | SOLE |  | 11383 | 0 | 0 |
| INNOVATOR ETFS TRUST | EQUITY DEF PRO 2 | 45784N601 |  | 301360 | 11391 | SH |  | SOLE |  | 11391 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD 100 | 33740F151 |  | 405629 | 18446 | SH |  | SOLE |  | 18446 | 0 | 0 |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | 45783Y442 |  | 4292835 | 132250 | SH |  | SOLE |  | 132250 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 |  | 304360 | 7719 | SH |  | SOLE |  | 7719 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 |  | 507997 | 10429 | SH |  | SOLE |  | 10429 | 0 | 0 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 201727 | 531 | SH |  | SOLE |  | 531 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 536071 | 4839 | SH |  | SOLE |  | 4839 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 |  | 2746045 | 54056 | SH |  | SOLE |  | 54056 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL IND | 46137V324 |  | 313466 | 5444 | SH |  | SOLE |  | 5444 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | 33740F805 |  | 765833 | 17569 | SH |  | SOLE |  | 17569 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 7933339 | 13745 | SH |  | SOLE |  | 13745 | 0 | 0 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45783Y111 |  | 586216 | 22016 | SH |  | SOLE |  | 22016 | 0 | 0 |
| INNOVATOR ETFS TRUST | EQUITY 1YR JANUA | 45784N817 |  | 337997 | 12399 | SH |  | SOLE |  | 12399 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 5148115 | 15653 | SH |  | SOLE |  | 15653 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 803293 | 1329 | SH |  | SOLE |  | 1329 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 3440752 | 13874 | SH |  | SOLE |  | 13874 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1458615 | 15728 | SH |  | SOLE |  | 15728 | 0 | 0 |
| ISHARES TR | INVT GRD CORP BD | 46436E288 |  | 281939 | 11660 | SH |  | SOLE |  | 11660 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 955439 | 9904 | SH |  | SOLE |  | 9904 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 432097 | 1279 | SH |  | SOLE |  | 1279 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 283837 | 1681 | SH |  | SOLE |  | 1681 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2317699 | 4051 | SH |  | SOLE |  | 4051 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 1657032 | 7013 | SH |  | SOLE |  | 7013 | 0 | 0 |
| ISHARES TR | S 100 ETF | 464287101 |  | 675899 | 2125 | SH |  | SOLE |  | 2125 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 335615 | 6663 | SH |  | SOLE |  | 6663 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 1202714 | 2426 | SH |  | SOLE |  | 2426 | 0 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 2236383 | 3278 | SH |  | SOLE |  | 3278 | 0 | 0 |
| JACKSON FINANCIAL INC | COM CL A | 46817M107 |  | 341898 | 3234 | SH |  | SOLE |  | 3234 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 4884332 | 11255 | SH |  | SOLE |  | 11255 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 718809 | 10549 | SH |  | SOLE |  | 10549 | 0 | 0 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 207349 | 8554 | PRN |  | SOLE |  | 8554 | 0 | 0 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 2471807 | 14494 | SH |  | SOLE |  | 14494 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 7583151 | 25779 | SH |  | SOLE |  | 25779 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 246603 | 1817 | SH |  | SOLE |  | 1817 | 0 | 0 |
| PACER FDS TR | GLOBL CASH ETF | 69374H709 |  | 1995407 | 43153 | SH |  | SOLE |  | 43153 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 617715 | 4199 | SH |  | SOLE |  | 4199 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 2928359 | 17794 | SH |  | SOLE |  | 17794 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 371696 | 3090 | SH |  | SOLE |  | 3090 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1472523 | 4738 | SH |  | SOLE |  | 4738 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 5686922 | 15363 | SH |  | SOLE |  | 15363 | 0 | 0 |
| PACER FDS TR | US LRG CP CASH | 69374H360 |  | 1394699 | 41338 | SH |  | SOLE |  | 41338 | 0 | 0 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 |  | 5892881 | 45001 | SH |  | SOLE |  | 45001 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 666927 | 1021 | SH |  | SOLE |  | 1021 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 6307530 | 25804 | SH |  | SOLE |  | 25804 | 0 | 0 |
| NUBURU INC | COMMON STOCK | 67021W400 |  | 3553 | 20040 | SH |  | SOLE |  | 20040 | 0 | 0 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 1375569 | 21988 | SH |  | SOLE |  | 21988 | 0 | 0 |
| PACER FDS TR | US SMALL CAP CAS | 69374H857 |  | 272675 | 6077 | SH |  | SOLE |  | 6077 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1518736 | 9780 | SH |  | SOLE |  | 9780 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 2378856 | 12084 | SH |  | SOLE |  | 12084 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 2011580 | 23215 | SH |  | SOLE |  | 23215 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 6081791 | 24907 | SH |  | SOLE |  | 24907 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2904806 | 16656 | SH |  | SOLE |  | 16656 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S GBL WATER | 46138E263 |  | 287858 | 4502 | SH |  | SOLE |  | 4502 | 0 | 0 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 455523 | 1386 | SH |  | SOLE |  | 1386 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 1847569 | 11569 | SH |  | SOLE |  | 11569 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 499172 | 3756 | SH |  | SOLE |  | 3756 | 0 | 0 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 1274760 | 25323 | SH |  | SOLE |  | 25323 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A201 |  | 448317 | 4640 | SH |  | SOLE |  | 4640 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 390714 | 7914 | SH |  | SOLE |  | 7914 | 0 | 0 |
| STERIS PLC | SHS USD | G8473T100 |  | 2315894 | 10473 | SH |  | SOLE |  | 10473 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 1120901 | 8704 | SH |  | SOLE |  | 8704 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 2176039 | 5116 | SH |  | SOLE |  | 5116 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 789733 | 4094 | SH |  | SOLE |  | 4094 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 232716 | 626 | SH |  | SOLE |  | 626 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 4249972 | 6535 | SH |  | SOLE |  | 6535 | 0 | 0 |
| SEACOAST BKG CORP FLA | COM NEW | 811707801 |  | 298962 | 9870 | SH |  | SOLE |  | 9870 | 0 | 0 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 1103233 | 11214 | SH |  | SOLE |  | 11214 | 0 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 1046967 | 22775 | SH |  | SOLE |  | 22775 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 202211 | 1223 | SH |  | SOLE |  | 1223 | 0 | 0 |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ETF | 301505707 |  | 250522 | 3661 | SH |  | SOLE |  | 3661 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 4686448 | 19316 | SH |  | SOLE |  | 19316 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 2638381 | 6331 | SH |  | SOLE |  | 6331 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A300 |  | 487749 | 5157 | SH |  | SOLE |  | 5157 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 1969742 | 10552 | SH |  | SOLE |  | 10552 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 1604722 | 28362 | SH |  | SOLE |  | 28362 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 2075573 | 5235 | SH |  | SOLE |  | 5235 | 0 | 0 |
| STRATEGY INC | CL A NEW | 594972408 |  | 700627 | 5614 | SH |  | SOLE |  | 5614 | 0 | 0 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 303930 | 6140 | SH |  | SOLE |  | 6140 | 0 | 0 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 2145642 | 20240 | SH |  | SOLE |  | 20240 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 1477341 | 4496 | SH |  | SOLE |  | 4496 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A755 |  | 748185 | 6927 | SH |  | SOLE |  | 6927 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 404071 | 6596 | SH |  | SOLE |  | 6596 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 245161 | 2540 | SH |  | SOLE |  | 2540 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1544497 | 10693 | SH |  | SOLE |  | 10693 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2055974 | 9560 | SH |  | SOLE |  | 9560 | 0 | 0 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 1622405 | 18470 | SH |  | SOLE |  | 18470 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 2352549 | 30509 | SH |  | SOLE |  | 30509 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 2257811 | 19100 | SH |  | SOLE |  | 19100 | 0 | 0 |
| VANECK ETF TRUST | MORNINGSTAR SMID | 92189H730 |  | 685501 | 19480 | SH |  | SOLE |  | 19480 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 495651 | 1545 | SH |  | SOLE |  | 1545 | 0 | 0 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 |  | 380413 | 3483 | SH |  | SOLE |  | 3483 | 0 | 0 |
| VANECK ETF TRUST | DURABLE HGH DIV | 92189H102 |  | 422740 | 11296 | SH |  | SOLE |  | 11296 | 0 | 0 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 2002270 | 20706 | SH |  | SOLE |  | 20706 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 206698 | 759 | SH |  | SOLE |  | 759 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1393024 | 4609 | SH |  | SOLE |  | 4609 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1705501 | 7422 | SH |  | SOLE |  | 7422 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 6241342 | 50220 | SH |  | SOLE |  | 50220 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 5004087 | 99683 | SH |  | SOLE |  | 99683 | 0 | 0 |
| WISDOMTREE TR | US QUALITY GROW | 97717Y477 |  | 2569609 | 48093 | SH |  | SOLE |  | 48093 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 686845 | 3474 | SH |  | SOLE |  | 3474 | 0 | 0 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | 92189F700 |  | 210828 | 2495 | SH |  | SOLE |  | 2495 | 0 | 0 |

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