Financial Counselors
Latest statistics and disclosures from Financial Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, VO, AMZN, and represent 19.05% of Financial Counselors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$198M), GVI (+$81M), ZTS (+$15M), CMG (+$13M), XOM (+$11M), VO (+$8.7M), SCHR (+$7.9M), AAPL (+$5.5M), MCD (+$5.5M), SPY (+$5.3M).
- Started 24 new stock positions in ONEQ, SF, LCNB, QDF, MU, RWR, VONE, MGK, C, First Lt Acquisition Group I. ICF, SPG, NVG, MSI, STX, VONG, IGF, SOLV, KMI, CWB, GEV, SPYG, KD, MUA.
- Reduced shares in these 10 stocks: SBUX (-$12M), , BIV (-$9.0M), QCOM (-$7.4M), D (-$6.8M), SCHO (-$6.3M), CVX, ETN, TEAM, PSK.
- Sold out of its positions in ALGN, UHAL, BUD, ANET, TEAM, AZO, SAM, DG, FDL, HYLS.
- Financial Counselors was a net buyer of stock by $371M.
- Financial Counselors has $6.2B in assets under management (AUM), dropping by 4.74%.
- Central Index Key (CIK): 0000949623
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Portfolio Holdings for Financial Counselors
Financial Counselors holds 559 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Financial Counselors has 559 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Counselors June 30, 2024 positions
- Download the Financial Counselors June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.9 | $306M | 686k | 446.95 |
|
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| Apple (AAPL) | 4.8 | $298M | 1.4M | 210.62 |
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| NVIDIA Corporation (NVDA) | 3.5 | $220M | +918% | 1.8M | 123.54 |
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| Vanguard Index Fds Eetf (VO) | 3.2 | $197M | +4% | 814k | 242.10 |
|
| Amazon (AMZN) | 2.6 | $162M | +2% | 840k | 193.25 |
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| Alphabet Inc Class A cs (GOOGL) | 2.1 | $129M | 708k | 182.15 |
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| Dimensional Etf Trust Eetf (DFAS) | 1.5 | $94M | +4% | 1.6M | 60.08 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $91M | 450k | 202.26 |
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| Ishares Tr Fetf (GVI) | 1.4 | $85M | +1710% | 823k | 103.73 |
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| Broadcom (AVGO) | 1.3 | $81M | 51k | 1605.53 |
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| Abbvie (ABBV) | 1.3 | $81M | 472k | 171.52 |
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| UnitedHealth (UNH) | 1.3 | $78M | +5% | 154k | 509.26 |
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| Alphabet Inc Class C cs (GOOG) | 1.2 | $76M | 415k | 183.42 |
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| Berkshire Hathaway (BRK.B) | 1.2 | $75M | 185k | 406.80 |
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| Merck & Co (MRK) | 1.2 | $73M | 593k | 123.80 |
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| Costco Wholesale Corporation (COST) | 1.2 | $72M | -2% | 85k | 849.99 |
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| Spdr S&p 500 Etf Tr Eetf (SPY) | 1.1 | $67M | +8% | 123k | 544.22 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $66M | +19% | 577k | 115.12 |
|
| Wal-Mart Stores (WMT) | 1.0 | $64M | 941k | 67.71 |
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| Facebook Inc cl a (META) | 1.0 | $60M | +7% | 119k | 504.22 |
|
| Visa (V) | 1.0 | $60M | 228k | 262.47 |
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| Pepsi (PEP) | 0.9 | $59M | +2% | 355k | 164.93 |
|
| Union Pacific Corporation (UNP) | 0.9 | $58M | 258k | 226.26 |
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| Procter & Gamble Company (PG) | 0.9 | $58M | 352k | 164.92 |
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| Vanguard Tax-managed Fds Ietf (VEA) | 0.9 | $58M | +5% | 1.2M | 49.42 |
|
| Eaton (ETN) | 0.9 | $57M | -6% | 181k | 313.55 |
|
| Caterpillar (CAT) | 0.9 | $54M | 162k | 333.10 |
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| McDonald's Corporation (MCD) | 0.9 | $53M | +11% | 210k | 254.84 |
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| Cisco Systems (CSCO) | 0.9 | $53M | +3% | 1.1M | 47.51 |
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| Ameriprise Financial (AMP) | 0.8 | $52M | 122k | 427.19 |
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| Chubb (CB) | 0.8 | $51M | +2% | 200k | 255.08 |
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| Williams Companies (WMB) | 0.8 | $51M | -2% | 1.2M | 42.50 |
|
| Schwab Strategic Tr Eetf (SCHG) | 0.8 | $50M | 497k | 100.84 |
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| Vanguard Index Fds Aetf (VNQ) | 0.8 | $49M | 581k | 83.76 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $48M | 477k | 100.39 |
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| Home Depot (HD) | 0.8 | $47M | -2% | 138k | 344.24 |
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| Vanguard Index Fds Eetf (VOO) | 0.8 | $47M | +3% | 94k | 500.13 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $47M | -2% | 52k | 905.38 |
|
| Schwab Strategic Tr Eetf (SCHV) | 0.7 | $44M | -2% | 596k | 74.08 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $44M | 79k | 553.00 |
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| Chevron Corporation (CVX) | 0.7 | $44M | -8% | 279k | 156.42 |
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| Ishares Tr Eetf (IWF) | 0.7 | $43M | +4% | 119k | 364.51 |
|
| Ishares Tr Eetf (IVV) | 0.7 | $43M | +3% | 78k | 547.23 |
|
| salesforce (CRM) | 0.7 | $42M | +4% | 165k | 257.10 |
|
| Qualcomm (QCOM) | 0.6 | $40M | -15% | 199k | 199.18 |
|
| Ishares Ietf (IEMG) | 0.6 | $39M | +8% | 732k | 53.53 |
|
| ConocoPhillips (COP) | 0.6 | $37M | +3% | 321k | 114.38 |
|
| Honeywell International (HON) | 0.6 | $36M | +3% | 171k | 213.54 |
|
| Tesla Motors (TSLA) | 0.6 | $36M | +4% | 183k | 197.88 |
|
| Spdr S&p Midcap 400 Etf Tr Eetf (MDY) | 0.6 | $35M | 66k | 535.08 |
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| Schwab Strategic Tr Fetf (SCHO) | 0.6 | $35M | -15% | 732k | 48.13 |
|
| Booking Holdings (BKNG) | 0.6 | $35M | 8.8k | 3961.50 |
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| Walt Disney Company (DIS) | 0.5 | $33M | 330k | 99.29 |
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| Philip Morris International (PM) | 0.5 | $33M | -3% | 323k | 101.33 |
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| Dow (DOW) | 0.5 | $32M | +2% | 610k | 53.05 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $32M | +4% | 58k | 555.54 |
|
| Ishares Tr Ietf (IEFA) | 0.5 | $31M | +13% | 429k | 72.64 |
|
| Northrop Grumman Corporation (NOC) | 0.5 | $29M | +3% | 67k | 435.95 |
|
| Ishares Tr Eetf (IJR) | 0.4 | $28M | -2% | 262k | 106.66 |
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| Ecolab (ECL) | 0.4 | $28M | 117k | 238.00 |
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| Novartis (NVS) | 0.4 | $28M | 260k | 106.46 |
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| Danaher Corporation (DHR) | 0.4 | $28M | 111k | 249.85 |
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| Enbridge (ENB) | 0.4 | $26M | +5% | 728k | 35.59 |
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| American Tower Reit (AMT) | 0.4 | $26M | +3% | 132k | 194.38 |
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| Johnson & Johnson (JNJ) | 0.4 | $26M | -4% | 176k | 146.16 |
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| Zoetis Inc Cl A (ZTS) | 0.4 | $26M | +131% | 147k | 173.36 |
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| Paypal Holdings (PYPL) | 0.4 | $26M | +6% | 439k | 58.03 |
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| Verizon Communications (VZ) | 0.4 | $25M | -3% | 596k | 41.24 |
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| Applied Materials (AMAT) | 0.4 | $25M | 104k | 235.99 |
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| Emerson Electric (EMR) | 0.4 | $24M | 219k | 110.16 |
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| Amgen (AMGN) | 0.4 | $24M | +10% | 77k | 312.45 |
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| Vanguard Index Fds Eetf (VTI) | 0.4 | $23M | 87k | 267.51 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $23M | -3% | 49k | 467.10 |
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| Te Connectivity Ltd for (TEL) | 0.4 | $22M | +3% | 148k | 150.43 |
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| Vanguard Bd Index Fds Fetf (BIV) | 0.4 | $22M | -28% | 295k | 74.89 |
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| Ishares Tr Eetf (IJH) | 0.4 | $22M | +10% | 373k | 58.52 |
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| Target Corporation (TGT) | 0.3 | $21M | -2% | 142k | 148.04 |
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| PNC Financial Services (PNC) | 0.3 | $20M | +2% | 131k | 155.48 |
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| Waste Management (WM) | 0.3 | $20M | 94k | 213.34 |
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| Coca-Cola Company (KO) | 0.3 | $20M | 313k | 63.65 |
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| Travelers Companies (TRV) | 0.3 | $20M | 98k | 203.34 |
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| Ishares Tr Eetf (IWD) | 0.3 | $20M | 113k | 174.47 |
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| Digital Realty Trust (DLR) | 0.3 | $20M | 129k | 152.05 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $19M | 262k | 73.69 |
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| Technology SPDR (XLK) | 0.3 | $19M | -2% | 85k | 226.23 |
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| Servicenow (NOW) | 0.3 | $19M | +5% | 24k | 786.67 |
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| Huntington Bancshares Incorporated (HBAN) | 0.3 | $19M | 1.4M | 13.18 |
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| Southern Company (SO) | 0.3 | $19M | 243k | 77.57 |
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| Casey's General Stores (CASY) | 0.3 | $18M | 47k | 381.56 |
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| Medtronic (MDT) | 0.3 | $18M | 224k | 78.71 |
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| Entergy Corporation (ETR) | 0.3 | $18M | +2% | 164k | 107.00 |
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| Deere & Company (DE) | 0.3 | $17M | +8% | 46k | 373.63 |
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| Intuitive Surgical (ISRG) | 0.3 | $17M | 38k | 444.85 |
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| Duke Energy (DUK) | 0.3 | $17M | 165k | 100.23 |
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| Booz Allen Hamilton Holding Corporation (BAH) | 0.3 | $16M | 105k | 153.90 |
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| Starbucks Corporation (SBUX) | 0.3 | $16M | -42% | 206k | 77.85 |
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| U.S. Bancorp (USB) | 0.3 | $16M | 402k | 39.70 |
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| Pinnacle West Capital Corporation (PNW) | 0.3 | $16M | +10% | 209k | 76.38 |
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| United Parcel Service (UPS) | 0.3 | $16M | +7% | 115k | 136.85 |
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| Allstate Corporation (ALL) | 0.3 | $16M | 99k | 159.66 |
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| Netflix (NFLX) | 0.3 | $16M | 23k | 674.88 |
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| Synopsys (SNPS) | 0.3 | $16M | +6% | 26k | 595.06 |
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| Curtiss-Wright (CW) | 0.2 | $15M | -8% | 57k | 270.98 |
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| Prudential Financial (PRU) | 0.2 | $15M | 128k | 117.19 |
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| Spdr Ser Tr Eetf (SDY) | 0.2 | $15M | 115k | 127.18 |
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| Ishares Tr Ietf (EFA) | 0.2 | $15M | +18% | 187k | 78.33 |
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| Prologis (PLD) | 0.2 | $15M | +21% | 130k | 112.31 |
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| Quest Diagnostics Incorporated (DGX) | 0.2 | $14M | 105k | 136.88 |
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| Cintas Corporation (CTAS) | 0.2 | $14M | -4% | 20k | 700.26 |
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| Crown Castle Intl (CCI) | 0.2 | $14M | -5% | 142k | 97.70 |
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| Vanguard Index Fds Eetf (VUG) | 0.2 | $14M | 36k | 374.01 |
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| Air Products & Chemicals (APD) | 0.2 | $13M | -5% | 51k | 258.05 |
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| Church & Dwight (CHD) | 0.2 | $13M | 127k | 103.68 |
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| Regions Financial Corporation (RF) | 0.2 | $13M | 649k | 20.04 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $13M | +4915% | 207k | 62.65 |
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| Schlumberger (SLB) | 0.2 | $13M | +3% | 270k | 47.18 |
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| Stryker Corporation (SYK) | 0.2 | $13M | +3% | 37k | 340.25 |
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| Palo Alto Networks (PANW) | 0.2 | $12M | +32% | 37k | 339.01 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $12M | +6% | 156k | 78.73 |
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| Corning Incorporated (GLW) | 0.2 | $12M | 315k | 38.85 |
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| Vanguard Intl Equity Index F Ietf (VWO) | 0.2 | $12M | 279k | 43.76 |
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| Fortive (FTV) | 0.2 | $12M | +2% | 164k | 74.10 |
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| Lowe's Companies (LOW) | 0.2 | $12M | -4% | 55k | 220.46 |
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| LKQ Corporation (LKQ) | 0.2 | $12M | +2% | 286k | 41.59 |
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| Intuit (INTU) | 0.2 | $12M | 18k | 657.21 |
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| Sonoco Products Company (SON) | 0.2 | $12M | +5% | 228k | 50.72 |
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| CSX Corporation (CSX) | 0.2 | $12M | +2% | 345k | 33.45 |
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| Schwab Strategic Tr Eetf (SCHD) | 0.2 | $12M | -2% | 148k | 77.76 |
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| Hormel Foods Corporation (HRL) | 0.2 | $11M | +6% | 370k | 30.49 |
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| International Business Machines (IBM) | 0.2 | $11M | +6% | 65k | 172.95 |
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| J P Morgan Exchange Traded F Aetf (JEPI) | 0.2 | $11M | -4% | 197k | 56.68 |
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| Lam Research Corporation (LRCX) | 0.2 | $11M | 11k | 1064.85 |
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| Avery Dennison Corporation (AVY) | 0.2 | $11M | 50k | 218.65 |
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| Truist Financial Corp equities (TFC) | 0.2 | $11M | -9% | 276k | 38.85 |
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| Ford Motor Company (F) | 0.2 | $11M | +4% | 834k | 12.54 |
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| Berkshire Hathaway (BRK.A) | 0.2 | $10M | +70% | 17.00 | 612241.00 |
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| H&R Block (HRB) | 0.2 | $10M | 192k | 54.23 |
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| Hillenbrand (HI) | 0.2 | $9.9M | 248k | 40.02 |
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| Schwab Strategic Tr Fetf (SCHR) | 0.2 | $9.5M | +475% | 195k | 48.77 |
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| Fifth Third Ban (FITB) | 0.2 | $9.4M | -7% | 258k | 36.49 |
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| Accenture (ACN) | 0.2 | $9.4M | +62% | 31k | 303.41 |
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| Progressive Corporation (PGR) | 0.1 | $9.3M | 45k | 207.71 |
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| U Haul Holding Company Ser N (UHAL.B) | 0.1 | $9.2M | +4% | 153k | 60.02 |
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| Viacomcbs (PARA) | 0.1 | $9.0M | +6% | 864k | 10.39 |
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| Commerce Bancshares (CBSH) | 0.1 | $8.8M | -4% | 158k | 55.78 |
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| Spdr Ser Tr Aetf (PSK) | 0.1 | $8.6M | -21% | 252k | 33.93 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $8.4M | +10% | 201k | 41.90 |
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| McCormick & Company, Incorporated (MKC) | 0.1 | $8.3M | +23% | 118k | 70.94 |
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| Kkr & Co (KKR) | 0.1 | $8.0M | 76k | 105.24 |
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| Tc Energy Corp (TRP) | 0.1 | $8.0M | 211k | 37.90 |
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| Nextera Energy (NEE) | 0.1 | $8.0M | +171% | 113k | 70.81 |
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| Morgan Stanley (MS) | 0.1 | $7.9M | +6% | 81k | 97.19 |
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| Pfizer (PFE) | 0.1 | $7.8M | -8% | 279k | 27.98 |
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| Schwab Strategic Tr Eetf (SCHA) | 0.1 | $7.7M | 161k | 47.45 |
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| Copart (CPRT) | 0.1 | $7.6M | +2% | 141k | 54.16 |
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| Amphenol Corporation (APH) | 0.1 | $7.6M | +105% | 113k | 67.37 |
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| Ishares Tr Eetf (IWM) | 0.1 | $7.4M | -5% | 36k | 202.89 |
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| Intel Corporation (INTC) | 0.1 | $7.3M | 237k | 30.97 |
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| Sherwin-Williams Company (SHW) | 0.1 | $7.3M | +2% | 25k | 298.43 |
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| Vanguard Index Fds Eetf (VBR) | 0.1 | $7.3M | +5% | 40k | 182.52 |
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| Monolithic Power Systems (MPWR) | 0.1 | $7.2M | 8.8k | 821.68 |
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| Hasbro (HAS) | 0.1 | $7.0M | 119k | 58.50 |
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| Asml Holding (ASML) | 0.1 | $6.7M | 6.6k | 1022.73 |
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| Vanguard Index Fds Eetf (VOE) | 0.1 | $6.6M | 44k | 150.43 |
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| Vanguard Index Fds Eetf (VOT) | 0.1 | $6.4M | 28k | 229.56 |
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| Trade Desk (TTD) | 0.1 | $6.3M | 65k | 97.67 |
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| Constellation Brands (STZ) | 0.1 | $6.2M | 24k | 257.28 |
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| Spdr Ser Tr Eetf (SLYV) | 0.1 | $6.0M | +2% | 77k | 78.31 |
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| Indexiq Active Etf Tr Fetf (MMIT) | 0.1 | $6.0M | 249k | 24.18 |
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| Vanguard Index Fds Eetf (VB) | 0.1 | $6.0M | 28k | 218.04 |
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| British American Tobac (BTI) | 0.1 | $6.0M | -3% | 194k | 30.93 |
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| Ishares Gold Tr Aetf (IAU) | 0.1 | $6.0M | 136k | 43.93 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $5.9M | 33k | 176.60 |
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| American Electric Power Company (AEP) | 0.1 | $5.9M | 67k | 87.74 |
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| Dentsply Sirona (XRAY) | 0.1 | $5.9M | +7% | 235k | 24.91 |
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| Bristol Myers Squibb (BMY) | 0.1 | $5.8M | -4% | 140k | 41.53 |
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| Fidelity National Information Services (FIS) | 0.1 | $5.8M | 76k | 75.36 |
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| Shopify Inc cl a (SHOP) | 0.1 | $5.7M | +38% | 87k | 66.05 |
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| GSK (GSK) | 0.1 | $5.7M | -2% | 148k | 38.50 |
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| Datadog Inc Cl A (DDOG) | 0.1 | $5.7M | +33% | 44k | 129.69 |
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| Abbott Laboratories (ABT) | 0.1 | $5.4M | -3% | 52k | 103.91 |
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| CVS Caremark Corporation (CVS) | 0.1 | $5.4M | -3% | 91k | 59.06 |
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| General Electric (GE) | 0.1 | $5.3M | +2% | 34k | 158.97 |
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| Vanguard Index Fds Eetf (VTV) | 0.1 | $5.3M | +15% | 33k | 160.41 |
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| Lululemon Athletica (LULU) | 0.1 | $5.2M | 17k | 298.70 |
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| Dimensional Etf Trust Eetf (DFAC) | 0.1 | $5.1M | -5% | 159k | 32.24 |
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| Health Care SPDR (XLV) | 0.1 | $4.9M | 34k | 145.75 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $4.9M | 26k | 188.64 |
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| S&p Global (SPGI) | 0.1 | $4.9M | 11k | 446.00 |
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| Ishares Tr Ietf (IDEV) | 0.1 | $4.8M | 74k | 65.64 |
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| Invesco Qqq Tr Eetf (QQQ) | 0.1 | $4.7M | +26% | 9.9k | 479.11 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $4.7M | -2% | 34k | 138.20 |
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| Spdr Ser Tr Eetf (SPLG) | 0.1 | $4.7M | 74k | 64.00 |
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| Industrial SPDR (XLI) | 0.1 | $4.7M | 38k | 121.87 |
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| Charles River Laboratories (CRL) | 0.1 | $4.5M | +2% | 22k | 206.58 |
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| MasterCard Incorporated (MA) | 0.1 | $4.4M | +2% | 10k | 441.16 |
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| Msci (MSCI) | 0.1 | $4.4M | +23% | 9.2k | 481.75 |
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| Consumer Discretionary SPDR (XLY) | 0.1 | $4.4M | -3% | 24k | 182.40 |
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| Spdr Ser Tr Eetf (SPSM) | 0.1 | $4.3M | -8% | 104k | 41.53 |
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| International Paper Company (IP) | 0.1 | $4.3M | 100k | 43.15 |
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| Financial Select Sector SPDR (XLF) | 0.1 | $4.3M | -2% | 104k | 41.11 |
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| Paychex (PAYX) | 0.1 | $4.2M | 36k | 118.56 |
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| Worthington Industries (WOR) | 0.1 | $4.0M | 84k | 47.33 |
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| UMB Financial Corporation (UMBF) | 0.1 | $3.9M | +28% | 47k | 83.42 |
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| West Pharmaceutical Services (WST) | 0.1 | $3.9M | +3% | 12k | 329.39 |
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| Draftkings (DKNG) | 0.1 | $3.8M | +6% | 100k | 38.17 |
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| Spdr Gold Tr Aetf (GLD) | 0.1 | $3.8M | -5% | 18k | 215.01 |
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| Oracle Corporation (ORCL) | 0.1 | $3.8M | 27k | 141.20 |
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| Evergy (EVRG) | 0.1 | $3.8M | 71k | 52.97 |
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| Ishares Tr Eetf (IJJ) | 0.1 | $3.8M | +5% | 33k | 113.46 |
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| Fox Corp (FOXA) | 0.1 | $3.7M | -30% | 106k | 34.37 |
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| Ishares Tr Fetf (MUB) | 0.1 | $3.5M | +7% | 33k | 106.55 |
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| General Mills (GIS) | 0.1 | $3.5M | -2% | 55k | 63.26 |
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| Wisdomtree Tr Eetf (DON) | 0.1 | $3.5M | -10% | 74k | 46.77 |
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| Koninklijke Philips Electronics NV (PHG) | 0.1 | $3.5M | 138k | 25.20 |
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| Ishares Tr Eetf (IWO) | 0.1 | $3.4M | -3% | 13k | 262.53 |
|
| Ishares Tr Eetf (IWN) | 0.1 | $3.3M | -2% | 22k | 152.30 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.3M | 79k | 41.87 |
|
|
| Ishares Tr Fetf (AGG) | 0.1 | $3.3M | +12% | 34k | 97.07 |
|
| Spdr Ser Tr Fetf (SPSB) | 0.1 | $3.3M | +827% | 110k | 29.70 |
|
| iShares Dow Jones US Technology (IYW) | 0.1 | $3.2M | 22k | 150.50 |
|
|
| Ishares Tr Eetf (IVW) | 0.1 | $3.2M | +12% | 35k | 92.54 |
|
| Spdr Index Shs Fds Ietf (CWI) | 0.1 | $3.2M | +10% | 112k | 28.31 |
|
| Ishares Tr Eetf (IJK) | 0.1 | $3.2M | +4% | 36k | 88.11 |
|
| Phillips 66 (PSX) | 0.1 | $3.2M | +16% | 22k | 141.17 |
|
| Vanguard Specialized Funds Eetf (VIG) | 0.1 | $3.1M | +32% | 17k | 182.55 |
|
| Illinois Tool Works (ITW) | 0.1 | $3.1M | +4% | 13k | 236.96 |
|
| Ishares Tr Eetf (IWR) | 0.0 | $3.1M | +78% | 38k | 81.08 |
|
| Vanguard Whitehall Fds Eetf (VYM) | 0.0 | $3.0M | -19% | 26k | 118.60 |
|
| Genuine Parts Company (GPC) | 0.0 | $3.0M | 22k | 138.32 |
|
|
| Schwab Strategic Tr Eetf (SCHX) | 0.0 | $3.0M | +8% | 47k | 64.25 |
|
| Ishares Tr Eetf (IUSG) | 0.0 | $3.0M | +14% | 24k | 127.48 |
|
| Black Hills Corporation (BKH) | 0.0 | $3.0M | 55k | 54.38 |
|
|
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $2.9M | 144k | 19.97 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $2.9M | +2% | 12k | 238.69 |
|
| TJX Companies (TJX) | 0.0 | $2.8M | -10% | 26k | 110.10 |
|
| Worthington Stl (WS) | 0.0 | $2.8M | 84k | 33.36 |
|
|
| California Water Service (CWT) | 0.0 | $2.7M | 57k | 48.49 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $2.7M | -11% | 29k | 95.21 |
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $2.7M | -3% | 36k | 76.58 |
|
| United Rentals (URI) | 0.0 | $2.7M | +13% | 4.2k | 646.73 |
|
| Boeing Company (BA) | 0.0 | $2.7M | 15k | 182.01 |
|
|
| Constellation Energy (CEG) | 0.0 | $2.7M | 13k | 200.27 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $2.7M | +8% | 15k | 173.81 |
|
| Ishares Tr Eetf (IJS) | 0.0 | $2.6M | +4% | 26k | 97.27 |
|
| Dominion Resources (D) | 0.0 | $2.6M | -72% | 52k | 49.00 |
|
| 3M Company (MMM) | 0.0 | $2.4M | -8% | 24k | 102.19 |
|
| Mondelez Int (MDLZ) | 0.0 | $2.4M | -6% | 37k | 65.44 |
|
| Ishares Tr Eetf (DVY) | 0.0 | $2.4M | 20k | 120.98 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $2.4M | -7% | 60k | 39.77 |
|
Past Filings by Financial Counselors
SEC 13F filings are viewable for Financial Counselors going back to 2010
- Financial Counselors 2024 Q2 filed Aug. 1, 2024
- Financial Counselors 2024 Q1 filed May 2, 2024
- Financial Counselors 2023 Q4 filed Jan. 26, 2024
- Financial Counselors 2023 Q3 filed Nov. 7, 2023
- Financial Counselors 2023 Q2 filed July 27, 2023
- Financial Counselors 2023 Q1 filed May 2, 2023
- Financial Counselors 2022 Q4 filed Feb. 14, 2023
- Financial Counselors 2022 Q3 filed Nov. 1, 2022
- Financial Counselors 2022 Q2 filed Aug. 2, 2022
- Financial Counselors 2022 Q1 filed April 28, 2022
- Financial Counselors 2021 Q4 filed Feb. 10, 2022
- Financial Counselors 2021 Q3 filed Oct. 26, 2021
- Financial Counselors 2021 Q2 filed Aug. 3, 2021
- Financial Counselors 2021 Q1 filed April 29, 2021
- Financial Counselors 2020 Q4 filed Feb. 10, 2021
- Financial Counselors 2020 Q3 filed Nov. 16, 2020