Financial Counselors
Latest statistics and disclosures from Financial Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, VO, AMZN, and represent 19.23% of Financial Counselors's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$42M), SCHV (+$32M), SCHO (+$15M), VO (+$12M), SCHR (+$12M), ETR (+$12M), BIV (+$11M), VYM (+$11M), VOO (+$9.8M), SCHD (+$9.0M).
- Started 27 new stock positions in COOP, DFNM, BSCS, BLK, PZA, ESML, UNM, PLTR, RIGS, DISV.
- Reduced shares in these 10 stocks: Lam Research Corporation (-$9.1M), WMB (-$6.1M), DOW, , EFA, XRAY, VGSH, WMT, IJH, TSLA.
- Sold out of its positions in BUD, AZN, BlackRock, MUA, CDW, DHI, ES, IT, Grayscale Bitcoin Mini Trust BTC, PHO.
- Financial Counselors was a net buyer of stock by $177M.
- Financial Counselors has $6.9B in assets under management (AUM), dropping by 1.45%.
- Central Index Key (CIK): 0000949623
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Portfolio Holdings for Financial Counselors
Financial Counselors holds 576 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Financial Counselors has 576 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Counselors Dec. 31, 2024 positions
- Download the Financial Counselors December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $352M | 1.4M | 250.42 |
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| Microsoft Corporation (MSFT) | 4.4 | $298M | 707k | 421.50 |
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| NVIDIA Corporation (NVDA) | 3.5 | $243M | 1.8M | 134.29 |
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| Vanguard Index Fds Eetf (VO) | 3.4 | $232M | +5% | 878k | 264.13 |
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| Amazon (AMZN) | 2.8 | $194M | 882k | 219.39 |
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| Alphabet Inc Class A cs (GOOGL) | 2.0 | $140M | 739k | 189.30 |
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| Broadcom (AVGO) | 1.9 | $127M | 549k | 231.84 |
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| Dimensional Etf Trust Eetf (DFAS) | 1.6 | $112M | +5% | 1.7M | 65.08 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $112M | 467k | 239.71 |
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| Ishares Tr Fetf (GVI) | 1.4 | $99M | +6% | 947k | 104.23 |
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| Abbvie (ABBV) | 1.2 | $84M | 470k | 177.70 |
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| Berkshire Hathaway (BRK.B) | 1.2 | $82M | 182k | 453.28 |
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| Wal-Mart Stores (WMT) | 1.2 | $82M | -3% | 902k | 90.35 |
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| Alphabet Inc Class C cs (GOOG) | 1.1 | $78M | 407k | 190.44 |
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| UnitedHealth (UNH) | 1.1 | $76M | 151k | 505.86 |
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| Visa (V) | 1.1 | $74M | 233k | 316.04 |
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| Costco Wholesale Corporation (COST) | 1.1 | $74M | 80k | 916.27 |
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| Tesla Motors (TSLA) | 1.0 | $71M | -3% | 176k | 403.84 |
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| Facebook Inc cl a (META) | 1.0 | $71M | 121k | 585.51 |
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| Spdr S&p 500 Etf Tr Eetf (SPY) | 1.0 | $70M | -2% | 120k | 586.08 |
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| Cisco Systems (CSCO) | 1.0 | $66M | 1.1M | 59.20 |
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| Ameriprise Financial (AMP) | 1.0 | $65M | 122k | 532.43 |
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| Vanguard Tax-managed Fds Ietf (VEA) | 0.9 | $65M | +11% | 1.4M | 47.82 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $64M | 597k | 107.57 |
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| Procter & Gamble Company (PG) | 0.9 | $62M | 369k | 167.65 |
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| Merck & Co (MRK) | 0.9 | $62M | 619k | 99.48 |
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| McDonald's Corporation (MCD) | 0.9 | $61M | -2% | 210k | 289.89 |
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| Vanguard Index Fds Eetf (VOO) | 0.9 | $61M | +19% | 113k | 538.81 |
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| Eaton (ETN) | 0.9 | $61M | 182k | 331.87 |
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| Union Pacific Corporation (UNP) | 0.9 | $60M | 264k | 228.04 |
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| Caterpillar (CAT) | 0.9 | $60M | 166k | 362.76 |
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| Williams Companies (WMB) | 0.8 | $58M | -9% | 1.1M | 54.12 |
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| salesforce (CRM) | 0.8 | $57M | 172k | 334.33 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $56M | 482k | 115.72 |
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| Schwab Strategic Tr Eetf (SCHG) | 0.8 | $55M | +302% | 2.0M | 27.87 |
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| Vanguard Index Fds Aetf (VNQ) | 0.8 | $55M | +4% | 618k | 89.08 |
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| Chubb (CB) | 0.8 | $55M | 199k | 276.30 |
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| Home Depot (HD) | 0.8 | $55M | 141k | 388.99 |
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| Pepsi (PEP) | 0.8 | $54M | -3% | 353k | 152.06 |
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| Ishares Tr Eetf (IVV) | 0.8 | $54M | +5% | 91k | 588.68 |
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| Ishares Tr Eetf (IWF) | 0.7 | $48M | 119k | 401.58 |
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| Ishares Ietf (IEMG) | 0.7 | $47M | +21% | 903k | 52.22 |
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| Schwab Strategic Tr Eetf (SCHV) | 0.7 | $47M | +209% | 1.8M | 26.07 |
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| Booking Holdings (BKNG) | 0.6 | $43M | 8.7k | 4968.42 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $42M | 80k | 520.23 |
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| Honeywell International (HON) | 0.6 | $40M | 178k | 225.89 |
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| Chevron Corporation (CVX) | 0.6 | $39M | -3% | 271k | 144.84 |
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| Eli Lilly & Co. (LLY) | 0.6 | $39M | +3% | 51k | 772.00 |
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| Paypal Holdings (PYPL) | 0.6 | $38M | 445k | 85.35 |
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| Philip Morris International (PM) | 0.5 | $37M | -2% | 311k | 120.35 |
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| Spdr S&p Midcap 400 Etf Tr Eetf (MDY) | 0.5 | $37M | 66k | 569.58 |
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| Walt Disney Company (DIS) | 0.5 | $37M | -2% | 332k | 111.35 |
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| Ishares Tr Ietf (IEFA) | 0.5 | $37M | +14% | 524k | 70.28 |
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| ConocoPhillips (COP) | 0.5 | $36M | +8% | 358k | 99.17 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $33M | 69k | 469.29 |
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| Ishares Tr Eetf (IJH) | 0.5 | $32M | -7% | 514k | 62.31 |
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| Ishares Tr Eetf (IJR) | 0.5 | $31M | 272k | 115.22 |
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| Qualcomm (QCOM) | 0.4 | $31M | 199k | 153.62 |
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| Vanguard Bd Index Fds Fetf (BIV) | 0.4 | $30M | +60% | 403k | 74.73 |
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| Enbridge (ENB) | 0.4 | $30M | 709k | 42.43 |
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| Ecolab (ECL) | 0.4 | $28M | +2% | 121k | 234.32 |
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| Schwab Strategic Tr Fetf (SCHO) | 0.4 | $28M | +118% | 1.2M | 24.06 |
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| Emerson Electric (EMR) | 0.4 | $27M | 216k | 123.93 |
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| PNC Financial Services (PNC) | 0.4 | $26M | +2% | 137k | 192.85 |
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| Servicenow (NOW) | 0.4 | $26M | 25k | 1060.12 |
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| Danaher Corporation (DHR) | 0.4 | $26M | 113k | 229.55 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $26M | 58k | 444.68 |
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| Zoetis Inc Cl A (ZTS) | 0.4 | $25M | 155k | 162.93 |
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| Novartis (NVS) | 0.4 | $25M | 258k | 97.31 |
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| Vanguard Index Fds Eetf (VTI) | 0.4 | $25M | 86k | 289.81 |
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| Johnson & Johnson (JNJ) | 0.4 | $24M | -8% | 169k | 144.62 |
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| Entergy Corporation (ETR) | 0.4 | $24M | +92% | 318k | 75.82 |
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| American Tower Reit (AMT) | 0.3 | $23M | -4% | 128k | 183.41 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $23M | -2% | 48k | 485.94 |
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| Travelers Companies (TRV) | 0.3 | $23M | -2% | 96k | 240.89 |
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| Verizon Communications (VZ) | 0.3 | $23M | -3% | 571k | 39.99 |
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| Huntington Bancshares Incorporated (HBAN) | 0.3 | $23M | -2% | 1.4M | 16.27 |
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| Te Connectivity (TEL) | 0.3 | $23M | +4% | 159k | 142.97 |
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| Ishares Tr Eetf (IWD) | 0.3 | $23M | +8% | 122k | 185.13 |
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| Digital Realty Trust (DLR) | 0.3 | $22M | -3% | 125k | 177.33 |
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| Amgen (AMGN) | 0.3 | $22M | +10% | 83k | 260.64 |
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| Schwab Strategic Tr Fetf (SCHR) | 0.3 | $21M | +123% | 866k | 24.29 |
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| Dow (DOW) | 0.3 | $21M | -17% | 515k | 40.13 |
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| Netflix (NFLX) | 0.3 | $21M | 23k | 891.32 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $20M | 272k | 74.01 |
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| Southern Company (SO) | 0.3 | $20M | 242k | 82.32 |
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| Technology SPDR (XLK) | 0.3 | $19M | 83k | 232.52 |
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| Waste Management (WM) | 0.3 | $19M | 96k | 201.79 |
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| Coca-Cola Company (KO) | 0.3 | $19M | 308k | 62.26 |
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| U.S. Bancorp (USB) | 0.3 | $19M | 399k | 47.83 |
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| Allstate Corporation (ALL) | 0.3 | $19M | +2% | 99k | 192.79 |
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| Curtiss-Wright (CW) | 0.3 | $18M | -8% | 51k | 354.87 |
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| Deere & Company (DE) | 0.3 | $18M | -5% | 42k | 423.70 |
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| Pinnacle West Capital Corporation (PNW) | 0.3 | $18M | 210k | 84.77 |
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| Applied Materials (AMAT) | 0.3 | $18M | 108k | 162.63 |
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| Starbucks Corporation (SBUX) | 0.3 | $18M | -2% | 193k | 91.25 |
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| Target Corporation (TGT) | 0.3 | $18M | -8% | 130k | 135.18 |
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| Duke Energy (DUK) | 0.3 | $17M | 159k | 107.74 |
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| Intuitive Surgical (ISRG) | 0.2 | $17M | 32k | 521.96 |
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| Casey's General Stores (CASY) | 0.2 | $16M | -5% | 41k | 396.23 |
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| J P Morgan Exchange Traded F Aetf (JEPI) | 0.2 | $16M | +24% | 279k | 57.53 |
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| Medtronic (MDT) | 0.2 | $16M | -7% | 201k | 79.88 |
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| Ishares Tr Ietf (EFA) | 0.2 | $16M | -21% | 210k | 75.61 |
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| Synopsys (SNPS) | 0.2 | $16M | +6% | 33k | 485.36 |
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| Vanguard Index Fds Eetf (VUG) | 0.2 | $16M | +3% | 38k | 410.44 |
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| Quest Diagnostics Incorporated (DGX) | 0.2 | $15M | -2% | 101k | 150.86 |
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| Vanguard Intl Equity Index F Ietf (VWO) | 0.2 | $15M | +5% | 346k | 44.04 |
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| Regions Financial Corporation (RF) | 0.2 | $15M | 644k | 23.52 |
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| New York Life Invts Active E Fetf (MMIT) | 0.2 | $15M | +127% | 621k | 24.01 |
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| Prudential Financial (PRU) | 0.2 | $15M | -2% | 124k | 118.53 |
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| United Parcel Service (UPS) | 0.2 | $15M | 116k | 126.10 |
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| Air Products & Chemicals (APD) | 0.2 | $14M | -2% | 50k | 290.04 |
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| Corning Incorporated (GLW) | 0.2 | $14M | -2% | 303k | 47.52 |
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| Vanguard Whitehall Fds Eetf (VYM) | 0.2 | $14M | +333% | 112k | 127.59 |
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| Spdr Ser Tr Eetf (SDY) | 0.2 | $14M | -3% | 108k | 132.10 |
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| International Business Machines (IBM) | 0.2 | $14M | 63k | 219.83 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $13M | +15% | 186k | 72.37 |
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| Church & Dwight (CHD) | 0.2 | $13M | 128k | 104.71 |
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| Stryker Corporation (SYK) | 0.2 | $13M | -4% | 37k | 360.05 |
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| Labcorp Holdings (LH) | 0.2 | $13M | 57k | 229.32 |
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| Fortive (FTV) | 0.2 | $13M | +2% | 173k | 75.00 |
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| Schwab Strategic Tr Eetf (SCHD) | 0.2 | $13M | +225% | 475k | 27.32 |
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| Schlumberger (SLB) | 0.2 | $13M | 338k | 38.34 |
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| Booz Allen Hamilton Holding Corporation (BAH) | 0.2 | $13M | 101k | 128.70 |
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| Palo Alto Networks (PANW) | 0.2 | $13M | +81% | 71k | 181.96 |
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| LKQ Corporation (LKQ) | 0.2 | $13M | 348k | 36.75 |
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| Cintas Corporation (CTAS) | 0.2 | $13M | 70k | 182.70 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $13M | -2% | 208k | 60.30 |
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| Prologis (PLD) | 0.2 | $12M | -12% | 116k | 105.70 |
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| Hormel Foods Corporation (HRL) | 0.2 | $12M | 371k | 31.37 |
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| Berkshire Hathaway (BRK.A) | 0.2 | $12M | 17.00 | 680920.00 |
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| Asml Holding (ASML) | 0.2 | $11M | +148% | 16k | 693.08 |
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| Truist Financial Corp equities (TFC) | 0.2 | $11M | -4% | 262k | 43.38 |
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| Kkr & Co (KKR) | 0.2 | $11M | 77k | 147.91 |
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| CSX Corporation (CSX) | 0.2 | $11M | 350k | 32.27 |
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| Intuit (INTU) | 0.2 | $11M | 18k | 628.50 |
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| Accenture (ACN) | 0.2 | $11M | -8% | 32k | 351.79 |
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| Sonoco Products Company (SON) | 0.2 | $11M | 227k | 48.85 |
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| Progressive Corporation (PGR) | 0.2 | $11M | 45k | 239.61 |
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| Hillenbrand (HI) | 0.2 | $11M | +7% | 345k | 30.78 |
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| Crown Castle Intl (CCI) | 0.2 | $10M | -18% | 113k | 90.76 |
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| Fifth Third Ban (FITB) | 0.1 | $10M | -3% | 242k | 42.28 |
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| Commerce Bancshares (CBSH) | 0.1 | $10M | +4% | 162k | 62.31 |
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| Morgan Stanley (MS) | 0.1 | $10M | -9% | 80k | 125.72 |
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| Avery Dennison Corporation (AVY) | 0.1 | $9.9M | +2% | 53k | 187.13 |
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| U Haul Holding Company Ser N (UHAL.B) | 0.1 | $9.8M | 153k | 64.05 |
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| H&R Block (HRB) | 0.1 | $9.7M | -2% | 183k | 52.84 |
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| Tc Energy Corp (TRP) | 0.1 | $9.4M | -2% | 202k | 46.53 |
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| McCormick & Company, Incorporated (MKC) | 0.1 | $8.9M | -17% | 117k | 76.24 |
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| Sherwin-Williams Company (SHW) | 0.1 | $8.9M | 26k | 339.93 |
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| Viacomcbs (PARA) | 0.1 | $8.8M | -3% | 842k | 10.46 |
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| Vanguard Index Fds Eetf (VB) | 0.1 | $8.7M | +26% | 36k | 240.28 |
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| Schwab Strategic Tr Eetf (SCHA) | 0.1 | $8.5M | +102% | 327k | 25.86 |
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| Copart (CPRT) | 0.1 | $8.4M | 147k | 57.39 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $8.4M | 200k | 41.79 |
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| American Centy Etf Tr Ietf (AVEM) | 0.1 | $8.2M | NEW | 140k | 58.79 |
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| Ford Motor Company (F) | 0.1 | $8.2M | -2% | 827k | 9.90 |
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| Lam Research (LRCX) | 0.1 | $8.1M | NEW | 112k | 72.23 |
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| Nextera Energy (NEE) | 0.1 | $7.9M | -10% | 111k | 71.69 |
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| Vanguard Index Fds Eetf (VOE) | 0.1 | $7.8M | +8% | 49k | 161.77 |
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| Vanguard Index Fds Eetf (VBR) | 0.1 | $7.8M | 39k | 198.18 |
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| Vanguard Index Fds Eetf (VOT) | 0.1 | $7.7M | +3% | 30k | 253.75 |
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| Ishares Gold Tr Aetf (IAU) | 0.1 | $7.7M | 155k | 49.51 |
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| Amphenol Corporation (APH) | 0.1 | $7.6M | 110k | 69.45 |
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| Shopify Inc cl a (SHOP) | 0.1 | $7.6M | -6% | 72k | 106.33 |
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| Ishares Tr Eetf (IWM) | 0.1 | $7.5M | 34k | 220.96 |
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| Bristol Myers Squibb (BMY) | 0.1 | $7.5M | 133k | 56.56 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $7.0M | 40k | 176.40 |
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| Trade Desk (TTD) | 0.1 | $6.8M | -3% | 58k | 117.53 |
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| Lowe's Companies (LOW) | 0.1 | $6.7M | 27k | 246.80 |
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| Pfizer (PFE) | 0.1 | $6.7M | -3% | 252k | 26.53 |
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| Spdr Ser Tr Eetf (SLYV) | 0.1 | $6.6M | 76k | 87.25 |
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| British American Tobac (BTI) | 0.1 | $6.6M | -3% | 183k | 36.32 |
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| Charles River Laboratories (CRL) | 0.1 | $6.6M | +34% | 36k | 184.60 |
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| Spdr Ser Tr Aetf (PSK) | 0.1 | $6.5M | -8% | 197k | 32.99 |
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| Vanguard Index Fds Eetf (VTV) | 0.1 | $6.3M | +8% | 37k | 169.30 |
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| S&p Global (SPGI) | 0.1 | $6.3M | 13k | 498.03 |
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| Hasbro (HAS) | 0.1 | $6.2M | -6% | 111k | 55.91 |
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| American Electric Power Company (AEP) | 0.1 | $6.0M | -2% | 66k | 92.23 |
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| Fidelity National Information Services (FIS) | 0.1 | $6.0M | -2% | 74k | 80.77 |
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| Abbott Laboratories (ABT) | 0.1 | $5.9M | 52k | 113.11 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $5.9M | 32k | 187.47 |
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| MasterCard Incorporated (MA) | 0.1 | $5.9M | +4% | 11k | 526.57 |
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| Datadog Inc Cl A (DDOG) | 0.1 | $5.6M | 39k | 142.89 |
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| Msci (MSCI) | 0.1 | $5.5M | 9.2k | 600.01 |
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| Spdr Ser Tr Eetf (SPSM) | 0.1 | $5.5M | +15% | 122k | 44.92 |
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| Dimensional Etf Trust Eetf (DFAC) | 0.1 | $5.5M | 158k | 34.59 |
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| General Electric (GE) | 0.1 | $5.5M | 33k | 166.79 |
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| Lululemon Athletica (LULU) | 0.1 | $5.3M | -7% | 14k | 382.41 |
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| Paychex (PAYX) | 0.1 | $5.3M | 38k | 140.22 |
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| Consumer Discretionary SPDR (XLY) | 0.1 | $5.3M | 24k | 224.35 |
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| International Paper Company (IP) | 0.1 | $5.3M | -2% | 99k | 53.82 |
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| UMB Financial Corporation (UMBF) | 0.1 | $5.2M | 46k | 112.86 |
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| Invesco Qqq Tr Eetf (QQQ) | 0.1 | $5.2M | 10k | 511.23 |
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| Constellation Brands (STZ) | 0.1 | $5.1M | -5% | 23k | 221.00 |
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| Spdr Ser Tr Eetf (SPLG) | 0.1 | $5.0M | 73k | 68.94 |
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| Industrial SPDR (XLI) | 0.1 | $5.0M | 38k | 131.76 |
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| Financial Select Sector SPDR (XLF) | 0.1 | $5.0M | 103k | 48.33 |
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| GSK (GSK) | 0.1 | $4.8M | -2% | 142k | 33.82 |
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| Becton, Dickinson and (BDX) | 0.1 | $4.7M | +1786% | 21k | 226.87 |
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| Ishares Tr Ietf (IDEV) | 0.1 | $4.7M | 73k | 64.47 |
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| Fox Corp (FOXA) | 0.1 | $4.7M | -5% | 97k | 48.58 |
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| Spdr Ser Tr Fetf (SPSB) | 0.1 | $4.7M | 157k | 29.86 |
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| United Rentals (URI) | 0.1 | $4.7M | +15% | 6.7k | 704.44 |
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| Health Care SPDR (XLV) | 0.1 | $4.7M | 34k | 137.57 |
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| Ishares Tr Fetf (MUB) | 0.1 | $4.5M | +23% | 42k | 106.55 |
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| Oracle Corporation (ORCL) | 0.1 | $4.4M | -13% | 26k | 166.64 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $4.4M | 33k | 131.04 |
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| Evergy (EVRG) | 0.1 | $4.3M | -4% | 70k | 61.55 |
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| Spdr Gold Tr Aetf (GLD) | 0.1 | $4.3M | -2% | 18k | 242.13 |
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| Monolithic Power Systems (MPWR) | 0.1 | $4.2M | +3% | 7.0k | 591.70 |
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| Ishares Tr Eetf (IJJ) | 0.1 | $4.1M | 33k | 124.96 |
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| Dimensional Etf Trust Ietf (DFEM) | 0.1 | $4.0M | +32% | 154k | 26.19 |
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| Intel Corporation (INTC) | 0.1 | $3.8M | -15% | 192k | 20.05 |
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| CVS Caremark Corporation (CVS) | 0.1 | $3.8M | -6% | 85k | 44.89 |
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| Draftkings (DKNG) | 0.1 | $3.8M | 103k | 37.20 |
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| 3M Company (MMM) | 0.1 | $3.8M | +28% | 29k | 129.09 |
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| Ishares Tr Eetf (IWO) | 0.1 | $3.8M | +2% | 13k | 287.82 |
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| Ishares Tr Eetf (IVW) | 0.1 | $3.7M | 36k | 101.53 |
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| Automatic Data Processing (ADP) | 0.1 | $3.7M | +2% | 13k | 292.73 |
|
| Ishares Tr Eetf (IUSG) | 0.1 | $3.6M | +5% | 26k | 139.35 |
|
| Ishares Tr Eetf (IWR) | 0.1 | $3.6M | +3% | 41k | 88.40 |
|
| Ishares Tr Eetf (IWN) | 0.1 | $3.5M | 22k | 164.17 |
|
|
| Wisdomtree Tr Eetf (DON) | 0.1 | $3.5M | -5% | 69k | 50.97 |
|
| General Mills (GIS) | 0.1 | $3.4M | 54k | 63.77 |
|
|
| TJX Companies (TJX) | 0.1 | $3.4M | +6% | 29k | 120.81 |
|
| Vanguard Specialized Funds Eetf (VIG) | 0.0 | $3.4M | -2% | 17k | 195.83 |
|
| Illinois Tool Works (ITW) | 0.0 | $3.4M | 13k | 253.56 |
|
|
| Ishares Tr Fetf (AGG) | 0.0 | $3.4M | +4% | 35k | 96.90 |
|
| Ishares Tr Eetf (IWP) | 0.0 | $3.4M | +21% | 27k | 126.75 |
|
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $3.3M | -5% | 130k | 25.32 |
|
| Ishares Tr Eetf (IJK) | 0.0 | $3.3M | 36k | 90.93 |
|
|
| Blackrock (BLK) | 0.0 | $3.3M | NEW | 3.2k | 1025.11 |
|
| Worthington Industries (WOR) | 0.0 | $3.3M | 82k | 40.11 |
|
|
| Spdr Index Shs Fds Ietf (CWI) | 0.0 | $3.2M | 115k | 27.94 |
|
|
| iShares Dow Jones US Technology (IYW) | 0.0 | $3.2M | -8% | 20k | 159.52 |
|
| Black Hills Corporation (BKH) | 0.0 | $3.2M | 54k | 58.52 |
|
|
| Schwab Strategic Tr Eetf (SCHX) | 0.0 | $3.1M | +198% | 134k | 23.18 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $3.0M | +91% | 33k | 90.91 |
|
| Ishares Tr Eetf (DVY) | 0.0 | $2.9M | 22k | 131.29 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $2.9M | 78k | 37.22 |
|
|
| Constellation Energy (CEG) | 0.0 | $2.9M | -4% | 13k | 223.71 |
|
| Ishares Tr Eetf (IJS) | 0.0 | $2.8M | 26k | 108.61 |
|
|
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $2.8M | -8% | 132k | 21.06 |
|
| Vanguard Index Fds Eetf (VBK) | 0.0 | $2.6M | 9.4k | 280.07 |
|
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $2.6M | -6% | 34k | 78.61 |
|
| Ge Vernova (GEV) | 0.0 | $2.6M | 8.0k | 328.92 |
|
|
| Worthington Stl (WS) | 0.0 | $2.6M | 81k | 31.82 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $2.6M | -2% | 22k | 116.76 |
|
| Kroger (KR) | 0.0 | $2.6M | -3% | 42k | 61.15 |
|
Past Filings by Financial Counselors
SEC 13F filings are viewable for Financial Counselors going back to 2010
- Financial Counselors 2024 Q4 filed Feb. 12, 2025
- Financial Counselors 2024 Q3 filed Nov. 14, 2024
- 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